Your quick start guide

This starter checklist will help you get to know Sole App and set up in 10 minutes

First Steps

Create a Sole Support Account

Note: Sole uses Jira Service Management to manage tickets. You will be redirected to Sole’s Support Hub on Atlassian service management. You will need to create a new log in and password, as this is not linked to your Sole account.

Free Onboarding Support call and Other learning resources

Access simple and easy to understand resources designed to help you get the most out of Sole:

Start @ Bootcamp to become a Sole expert in less than 10 minutes
Book an onboarding call
Visit our Support Knowledge Centre
Explore our Educational Courses

Tutorials

How to navigate the dashboard

Creating automated reports

How to protect your Sole account

How to set up or update your pin/face ID

Handy resources

Start up guide

Getting your business started checklist

Business guide to help stay on top of everything

Maximise your tax returns

Add Your Business Information

Begin by entering your business details and connecting your bank account securely. This foundational step ensures all your financial data is in one place.

Tutorials

Manage your bankfeed (keep your accountant happy)

How to manage personal transactions in your business account

How to edit or undo a matched bank transaction

Invite your accountant or bookkeeper

Transition Your Business from a Different Accounting Application or Excel/Word to Sole

Seamlessly migrate your data from other accounting software.

MIgration guide

Invoicing and Getting Paid

Set Up Your Brand to Personalise Your Quote and Invoices

Customise your invoices and quotes to reflect your brand
Add Your Clients to the App: manually or import from your contacts
Set Your Invoicing and Quote Numbers

Set Up Your Communication Preferences. Automate follow-ups for overdue invoices to ensure timely payments

Create Your First Invoice

Use your customised templates to create and send your first invoice

Tutorials

Send reminders to your customers

How to convert a quote to an invoice

How to duplicate invoices

How to download an invoice

How to mark an invoice as paid by cash

How to create a scheduled or repeating invoice

How to set up future or follow up work reminders

Expenses and accounting

Create Your First Expense

Record your business expenses to track your spending.

Tutorials

Managing expense categories

How to mark an expense as paid by cash

Set Up Automated Tax Estimator

Simplify tax season by setting up automatic tax estimations. Take away any tax time scares.

Navigate the dashboard

The dashboard should be used to get quick insights into your business performance at a glance, and provides you with an opportunity to drive deeper into the operational elements that underpin your work, such as open quotes and invoices.

Sole Dashboard