Create your company
Name, country, main currency, time zone and financial year, then switch on the parts the business needs. Each company you run is completely separate, with its own books, team and connections.
The set-up wizard
After signing up, the wizard asks a few questions. Each one has a hint; nothing is hard to change later except the main currency, which every amount is reported in.
- 1
Name and business type
The name you trade under, and what kind of business it is.
- 2
Country and region
Where the company is registered. It picks the right sales tax pack and the compliance calendar.
- 3
Main currency
What your books are kept in: usually your country's currency. Marketplaces and banks in other currencies are converted at each day's rate.
- 4
Time zone and language format
Dates and the daily jobs follow your time zone.
- 5
When does your financial year end?
Any month and day. A company in its first year can have a short first year.
Switch on what you need
Where in the app: Settings → Features
Each part of Bookalyze is a feature you can switch on or off: Accounting, Banking, Entity & compliance, Commerce, Inventory and Review requests. Some need others (Commerce needs Accounting; Inventory and Review requests need Commerce), and the page says so.
Tip: A company that only keeps books can leave Commerce off. The sidebar only shows what's on.
Another company
Use the company switcher to add another. A Canadian corporation and a Dubai trading licence each get their own currency, tax, financial year, team and connections, and one company can never see another's data.
What you should see
What you should see
- Home greets you with the getting-started steps
- Accounting → Chart of accounts has a ready-made chart you can edit
- Settings shows your country, currency and financial year
Read next
Invite your team and your accountant
Invite people to one company at a time, as an owner, admin or member. Your accountant can look after one company without seeing the others.
Read the guideYour first week: from sign-up to the first matched payout
A checklist that gets a selling business fully set up: company, bank, marketplaces, posting, the first matched payout, and stock.
Read the guideMove from Wave (or QuickBooks, Xero, Zoho Books, Sage)
Bring your history in from one CSV of journal lines, with your customers and vendors and Wave's receipt files. It runs in your browser, can be undone, and the file is never stored.
Read the guide