Initial Configuration

System Preferences

Configure your system preferences to customize your Quick Accounting experience:

Accessing Settings

1. Click on your profile icon in the top-right corner
2. Select "Settings" from the dropdown menu
3. You will see the settings page

General Settings

• Language: Select your preferred language
• Date Format: Choose your preferred date format
• Time Zone: Select your time zone
• Theme: Choose between light and dark mode

Notification Settings

• Email Notifications: Enable/disable email alerts
• In-App Notifications: Enable/disable in-app alerts
• Notification Types: Choose which events trigger notifications

User Management

Manage team members and their access to your organization:

Inviting Users

1. Go to "Users" in the main menu
2. Click "Invite User"
3. Enter the user's email address
4. Select their role (Admin, Manager, User, Viewer)
5. Click "Send Invitation"
6. The user will receive an email with instructions to join

User Roles

• Admin: Full access to all features and settings
• Manager: Access to most features, limited settings access
• User: Access to operational features (invoicing, POS, inventory)
• Viewer: Read-only access to reports and dashboards

Managing User Permissions

1. Go to "Users" in the main menu
2. Click on a user to view their details
3. Modify their role or permissions
4. Click "Save Changes"

Removing Users

1. Go to "Users" in the main menu
2. Click on a user to view their details
3. Click "Remove User"
4. Confirm the removal
5. The user will lose access to the organization

Security Settings

Protect your account and data with security settings:

Password Management

• Change your password regularly
• Use a strong password with uppercase, lowercase, numbers, and special characters
• Never share your password with anyone

Two-Factor Authentication

1. Go to "Settings" > "Security"
2. Enable "Two-Factor Authentication"
3. Scan the QR code with an authenticator app (Google Authenticator, Authy, etc.)
4. Enter the code from the app to confirm
5. Save backup codes in a secure location

Session Management

• View active sessions on your account
• Log out from other devices if needed
• Set session timeout preferences

API Keys

• Generate API keys for integrations
• Manage and revoke API keys
• Keep API keys secure and never share them

Integration Setup

Connect Quick Accounting with other tools and services:

Available Integrations

• Bank feeds for automatic transaction import
• Payment gateway integrations
• Email and communication tools
• Cloud storage services

Setting Up Integrations

1. Go to "Settings" > "Integrations"
2. Select the integration you want to set up
3. Follow the integration-specific instructions
4. Authorize the connection
5. Configure integration settings

Data Backup and Recovery

Ensure your data is safe and recoverable:

Automatic Backups

• Quick Accounting automatically backs up your data daily
• Backups are stored securely in the cloud
• You can restore from any backup point

Manual Backups

1. Go to "Settings" > "Backup"
2. Click "Create Backup"
3. Download the backup file to your computer
4. Store it in a secure location

Data Recovery

1. Contact support if you need to restore data
2. Provide the date or backup point you want to restore
3. Support will assist with the recovery process

Audit Trail

Track all changes made in your organization:

Viewing Audit Logs

1. Go to "Settings" > "Audit Trail"
2. View all changes made to your data
3. Filter by user, date, or action type
4. Export audit logs for compliance purposes

What is Tracked

• User login and logout events
• Data creation, modification, and deletion
• Permission changes
• System configuration changes

Next Steps

After completing initial configuration, you are ready to:

1. Set up your Chart of Accounts
2. Configure Taxes
3. Create your first invoice
4. Set up Point of Sale