Set-up and onboarding help

Moving to ZyroBooks? We can help you get set up properly, so your books start clean. Tell us what you need and we will send a quote.

Company set-up

Chart of accounts, tax settings, currencies, users and roles, set up to match your country and the way you work.

Moving your data

Customers, vendors, items, employees and opening balances brought in from spreadsheets or your old software.

Payroll set-up

Employees, pay types, allowances and attendance rules entered and checked before your first payroll run.

Training

A walk-through for your team on invoicing, bills, bank matching and reports.

This help covers using ZyroBooks. It does not include tax advice or filing tax returns for you. For those, speak to a qualified accountant in your country.