Essentials Connected Ledger provides a sleek, simple platform to manage your clients' books and GST returns. If you've used Essentials Accounting before, then you'll be familiar with some of the included features.

If this is your first time with Essentials, have a look below at some basic setup steps to get started..

The Essentials Connected Ledger menu bar

The first page you'll see when logging in will be the Bank transactions page, but it's the menu bar at the top of the page that serves as your hub for navigating Essentials Connected Ledger.

The menu bar provides links to other areas of Essentials Connected Ledger, including banking, reporting and your contacts, and also houses a Help  dropdown menu if you have any questions about the page you're on.

The basic setup

When you first log in to Essentials Connected Ledger, you'll want to setup some important business details. Here's where to start:

• Update your personal information by entering your name, email adresss, username and password.
• Enter your business details, such as your financial year settings and contact details.
• Choose your GST settings to make lodging your activity statements a breeze.
• Enter opening account balances if you’ve been in business before starting to use Essentials Connected Ledger.

A quick tour around Essentials Connected Ledger

• Bank feeds: Bank feeds allows you to automatically import bank transactions directly from your client’s bank into Essentials Connected Ledger, saving you time and ensuring the accuracy of your data. For more information about how bank feeds can help you manage your business, see Bank feeds.
• Budgeting and reporting: Budget for success and document your performance with budgets, then review the financials against your predictions or last year’s actuals in the profit & loss report to see what areas of your business could be performing better
• Chart of accounts: View, add, edit and delete accounts from the accounts list.