How to create a Bookkeeping business profile

How to create a Bookkeeping business profile

  1. Login to your Onlinetradesmen account and click bookkeeping in the top menu.

  2. This opens the Bookkeeping Tab. If you wish to proceed to use the platform please click ‘GO TO BOOKEEPING’ button.

  3. Welcome to your new Bookkeeping platform - helping you to manage your business finances.

  4. Your first step should be to setup your Bookkeeping account with your company information and how you want the system to work for your business. 

  5. Start by clicking the ‘Settings ’ tab in the left vertical menu and then click ‘organization’. Here you will have the option to complete all your company details including bank details, which will be visible on your company invoices. 

  6. Enter as much information as you can (you can always come back later and add more. Now click ‘Save settings’. Next step: How to customise your profile

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