Before you begin, have you looked at our Get started page? You'll find a quick-start setup guide on that page to get you up and running ASAP, all from within your account! Otherwise, if you're looking for more detailed information, read on below. 

The first step in setting up your account is to integrate your cloud ledger tool.

Ignition integrates with both Xero & QuickBooks. This will allow Ignition to automate your invoicing, charge your clients tax and give you access to your client list from within Ignition.

Within Ignition go to Apps on the left-hand menu, then select the software you use for your internal accounting & bookkeeping.

Once you've selected and connected the software, configure the few settings needed to control it.

Take a look at the quick videos and articles below to learn more:

Once those settings are done, your cloud ledger integration is live and ready to go, and you can move on to the next stage of account setup.

The integration also lets Ignition access your client lists in Xero and QuickBooks, making proposal creation even faster.

Note: if you use Xero Practice Manager or Karbon for workflow, you'll set these up later in the guide, as they rely on other steps being completed first.