Quick Start Guide

Follow these steps to set up your dynamik.app account and start managing your business.

Step 1 Create Your Account

Visit dynamik.app/register and sign up with your name, email address and a password. If you have a promo code from a magazine or a partner, enter it here — it is optional.

Step 2 Create Your Company

After registration you are asked to create your first company. Choose the kind of business you run:

• Limited company — search Companies House by name or number and your registered details are filled in for you
• Self-employed — enter your trading name and address
• Add your VAT number if you are VAT registered

Step 3 Run Through the Set-up Wizard

A short wizard follows. Every step can be skipped and changed later in Company Settings:

• Fiscal year — the accounting period your reports are grouped by
• Import — bring clients, invoices and expenses across from FreshBooks or QuickBooks if you are moving from them
• Document prefixes — the numbering for invoices, estimates, purchase orders, jobs and the rest

Step 4 Add Your First Client

Navigate to Contacts → Clients and click Add Client to create your first client record.

Step 5 Create Your First Invoice

Go to Documents → Invoices and click Create Invoice. Select your client, add line items, and send!