Before you begin, have you looked at the Get started checklist on your Home page? It's a quick-start setup guide that gets you up and running as fast as possible, 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 Xero and QuickBooks. Depending on where your account is based, you can also connect MYOB (Australia and New Zealand) or Sage (UK). Connecting your ledger lets Ignition automate your invoicing, charge your clients tax, and give you access to your client list from within Ignition.
You can connect one ledger at a time.
In Ignition, go to Settings → Integrations, then select the software you use for your internal accounting & bookkeeping and sign in to your ledger to approve the connection.
Once Xero or QuickBooks is connected, select Finish setup. Ignition walks you through a few quick settings so your invoices land in the right place:
Confirm tax rates: match your Ignition tax rates to the tax rates in your ledger.
Keep invoices in sync: choose the account your revenue goes to, and turn on Create invoices so Ignition creates your invoices in your ledger automatically.
Set up branding themes (Xero only): choose the Xero branding themes that tell clients how to pay.
Set up a bank rule (Xero) or Set up bank rules (QuickBooks, when needed): so your payouts reconcile.
Select Next to move through each step, then Enable Xero or Enable QuickBooks to finish. If you leave part-way through, open your ledger from the Integrations tab and select Finish setup again to pick up where you left off.
Take a look at the quick videos and articles below to learn more.
Xero
QuickBooks
Setting up QuickBooks (3 min video)
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.