Freelancer / Contractor – Getting Going

Welcome to ZotaBooks, Lets Help You Get Going

Whether this is the first time you are setting up a company, or you have had your company for a while, the getting going guides below will get you up and running quickly.

Step 1 - Add Your Company and Company Bank Account

Select which situation is applicable to your company (either 1A or 1B), the help guide will be displayed:

Step 2 - Personalise Your Company

Let’s work together to personalise your company, each step will only take a few minutes.

Step 3 - Monthly, Quarterly and Annual Activities

Lets look at how you do monthly business activities and at how the accounting, VAT and Corporation Tax is created for you.  Think of these as the starting point for your monthly business procedures:

Frequently Asked Questions (FAQ)

Have a question? See our list of Frequently Asked Questions below:

Yes, you can add a second, third, fourth ... as many as you need.  Go to the "Company Setup" menu item on the "Personalisation" menu, and press the "New Legal Entity" button

Goto the "My Account" menu, select "Billing & Charges", the summary usage is displayed.  To see the detail press the "Show Usage" button.

Yes, see the user and role setup guide.

The trial balance gives an accounting view of the financial results.

The first dashboard screen has an "Available Cash" section.

Scroll to top