> ## Documentation Index
> Fetch the complete documentation index at: https://docs.accassistant.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Start Guide

> Get up and running with AccAssistant in 5 minutes

## Prerequisites

Before you begin, make sure you have:

* A modern web browser (Chrome, Firefox, Safari, or Edge)
* Your organization's financial data ready for import
* Admin access to set up bank connections (if needed)

## Step 1: Create Your Account

<Steps>
  <Step title="Sign Up">
    Visit [accassistant.com/signup](https://accassistant.com/signup) and create your account using either:

    * Email and password
    * Google OAuth authentication
  </Step>

  <Step title="Verify Your Email">
    Check your email for a verification link and click to confirm your account
  </Step>

  <Step title="Complete Profile">
    Fill in your basic information and accounting preferences
  </Step>
</Steps>

## Step 2: Organization Setup

After signing in, you'll be guided through the initial setup:

### Basic Information

* **Organization Name**: Your firm or company name
* **Industry Type**: Select your primary industry focus
* **Fiscal Year**: Configure your fiscal year settings

### Team Setup

* Invite team members via email
* Assign roles (Admin, Accountant, or Viewer)
* Set permissions for each role

## Step 3: Configure Your Chart of Accounts

<Info>
  AccAssistant provides a standard chart of accounts template that you can customize to match your needs.
</Info>

### Import Options

<Tabs>
  <Tab title="Use Template">
    Select from pre-configured templates:

    * Standard Business
    * Non-Profit Organization
    * Real Estate
    * Retail/E-commerce
  </Tab>

  <Tab title="Import CSV">
    Upload your existing chart of accounts:

    ```csv theme={null}
    Account Code,Account Name,Type,Category
    1000,Cash,Asset,Current Asset
    1200,Accounts Receivable,Asset,Current Asset
    2000,Accounts Payable,Liability,Current Liability
    ```
  </Tab>

  <Tab title="Manual Entry">
    Create accounts individually through the interface
  </Tab>
</Tabs>

## Step 4: Connect Bank Accounts

### Supported Connections

<CardGroup cols={2}>
  <Card title="Plaid Integration" icon="link">
    Connect to 10,000+ financial institutions securely
  </Card>

  <Card title="Manual Import" icon="upload">
    Upload bank statements in CSV, OFX, or QBO format
  </Card>
</CardGroup>

### Connection Process

1. Navigate to **General Ledger → Bank Accounts**
2. Click **Add Account**
3. Choose your connection method
4. Follow the authentication flow
5. Select accounts to sync

## Step 5: Import Initial Data

### Transaction Import

Upload your historical transactions to get started:

<CodeGroup>
  ```csv transactions.csv theme={null}
  Date,Description,Amount,Account,Category
  2024-01-15,Office Supplies,-125.50,1000,Expense
  2024-01-16,Client Payment,2500.00,1200,Revenue
  2024-01-17,Rent Payment,-1800.00,1000,Expense
  ```
</CodeGroup>

### Vendor Setup

Import your vendor list for invoice management:

1. Go to **General Ledger → Vendors**
2. Click **Import Vendors**
3. Upload CSV with vendor details
4. Map fields to AccAssistant format

## Step 6: Configure AI Features

### Enable AI Automation

<Steps>
  <Step title="Smart Categorization">
    Enable automatic transaction categorization based on historical patterns
  </Step>

  <Step title="Invoice Processing">
    Set up email integration for automatic invoice capture and processing
  </Step>

  <Step title="Custom Rules">
    Create specific automation rules for your workflow
  </Step>
</Steps>

## Next Steps

Now that you have AccAssistant set up, explore these features:

<CardGroup>
  <Card title="Create Your First Journal Entry" icon="file-pen" href="/bookkeeping/journal-entries">
    Learn how to create and manage journal entries
  </Card>

  <Card title="Generate Reports" icon="chart-line" href="/bookkeeping/reports">
    Create financial statements and custom reports
  </Card>

  <Card title="Set Up Automations" icon="wand-magic-sparkles" href="/features/ai-automation">
    Configure AI agents for your specific needs
  </Card>
</CardGroup>

## Getting Help

If you need assistance during setup:

* 📧 Email: [support@accassistant.com](mailto:support@accassistant.com)
* 📅 Book a Demo: [Schedule a call](https://calendly.com/jie-sparklet/30min)
* 📚 Documentation: [Detailed documentation](/features/overview)