Sole Bootcamp
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The ultimate quick-startguide for new Sole user
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Welcome
Sole Bootcamp
A guided walkthrough of key features to help you set up, manage, and run your business with confidence.
Navigating the dashboard
Managing your bank feed
Create a quote
Create an invoice
Manage Expenses
Create an asset
Create a new contact
The reporting suite
Tax Estimator
Branding: Set Your Business Colours
Invoice Reminders: How to Send Reminders to Your Customers
Invoice / Quote References: Customize Your Numbers
Accountant Access Sharing: Share Your Account with Others
Getting Support
Other Things (Or Cool Extras!)
Personalised Support
Need more help?
Should you require further support you can go to the Sole Support page (you will need to create a new support account). For a more personalised support you can book a meeting below:
Book a meeting