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How to Create a Company
How to Create a Company

How to add a new company on AutoEntry.

Brian Carolan avatar
Written by Brian Carolan
Updated over a week ago

Creating a company on AutoEntry is a quick and easy process - only a few steps get you set up in minutes, and ready to upload your first documents!

How to create a company

  1. The + Add Company button can be found near the top right corner of your screen after you log in.

  2. The pop-up menu will guide you through the information you need to enter.

  3. On the next menu, mailbox addresses (for uploading documents via email) will be automatically generated for you according to the company name you filled out on the first screen.

  4. The last screen lets you enter some Accounting Software details.

Once you click Create Company, your homepage will refresh and your new company will be visible.

📌TIP: You can edit some settings entered at any time in your Company Settings once the company has been created.

Last edited:

Jul 4, 2023, 10:50 AM

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