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Help for Flare online accounting software users

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  1. Help for Flare online accounting software users
  2. Getting Started

Getting Started

New to Flare cloud accounting? That's okay. Start here to learn how to get up and running in Flare.

Things you'll need to use Flare

  • Register for Flare. It's free to try!
  • System requirements and browsers

5-step company setup

  • Flare setup videos
  • Setup step 1: gather information for setup
  • Setup step 2: complete your company settings
  • Setup step 3: choose a chart of accounts
  • Setup step 4: enter opening balances
  • Setup step 5: enter tax IDs, configure sales tax and recoverable sales tax

User management

  • Invite users (collaboration)

Migrating to Flare from other accounting systems

  • Migration checklist
  • Migration step 1: choose a conversion date
  • Migration step 2: run a trial balance in your previous accounting system
  • Migration step 3: choose a chart of accounts
  • Migration step 5: create sales tax
  • Migration step 5: record accounts receivables
See all 9 articles

Dashboard tour and navigation

  • Flare's dashboard
  • Navigation in Flare

Quick start videos

  • Quick Start Video Playlist

Your first transactions in Flare

  • Create your first customer
  • Create your first vendor
  • Create your first invoice
  • Record your first bill
  • Create your first bank account
  • Create your first deposit
See all 7 articles

Learn more about Flare

  • Next steps

Getting help

  • Guide to help center articles (please read me)
  • Getting help in the Flare Cloud Accounting app
  • Submit a support request

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