# Welcome to AccountFUN

> Smart bookkeeping for small businesses. Learn how to get started and make the most of AccountFUN.

Source: https://www.accountfun.com/docs/

Step-by-step guides for setting up your business, keeping your books in order, and getting more from AccountFUN. Start with a task, or search for what you need.

New to AccountFUN?

## Your first steps, in one guide.

Set up your organization and record your first transactions with the Quickstart.

[Start the Quickstart →](https://www.accountfun.com/docs/getting-started/quickstart/)

## What would you like to do?

[SalesCreate and send invoices→From your first draft to recording a payment.](https://www.accountfun.com/docs/guides/invoices/)[BankingReconcile your bank→Match statement lines to the transactions in your books.](https://www.accountfun.com/docs/guides/bank-reconciliation/)[PurchasesManage bills and expenses→Keep supplier bills and their supporting paperwork together.](https://www.accountfun.com/docs/guides/bills/)[ReportingUnderstand your reports→Find the reports you need to review your business.](https://www.accountfun.com/docs/guides/reports/)[OrganizationSet up your team→Choose roles and permissions for the people you work with.](https://www.accountfun.com/docs/guides/roles/)[ConnectionsConnect an AI assistant→Set up a connection and choose what it can access.](https://www.accountfun.com/docs/guides/ai-assistants/)

## Learn the essentials

New to bookkeeping? Start with [double-entry and journal entries](https://www.accountfun.com/docs/concepts/double-entry/), learn [how to choose an account](https://www.accountfun.com/docs/concepts/coding-transactions/), or understand the [difference between your account and bank balances](https://www.accountfun.com/docs/concepts/account-vs-bank-balance/).

## Browse by area

* **Sales:** [Invoice designer](https://www.accountfun.com/docs/guides/invoice-designer/), [Quotes](https://www.accountfun.com/docs/guides/quotes/), [Payment schedules](https://www.accountfun.com/docs/guides/payment-schedules/), [Projects](https://www.accountfun.com/docs/guides/projects/), [Credit notes](https://www.accountfun.com/docs/guides/credit-notes/), [Settlement currency](https://www.accountfun.com/docs/guides/settlement-currency/)
* **Purchases:** [Purchase orders](https://www.accountfun.com/docs/guides/purchase-orders/), [Expense claims](https://www.accountfun.com/docs/guides/expense-claims/)
* **Banking:** [Payments](https://www.accountfun.com/docs/guides/payments/), [Plaid bank feeds](https://www.accountfun.com/docs/guides/plaid-bank-feed/), [HSBC Hong Kong feed](https://www.accountfun.com/docs/guides/hsbc-hk-bank-feed/), [Custom file and spreadsheet feeds](https://www.accountfun.com/docs/guides/custom-bank-feed/), [Recurring templates](https://www.accountfun.com/docs/guides/recurring-templates/), [Manual journals](https://www.accountfun.com/docs/guides/manual-journals/)
* **Accounting:** [Chart of accounts](https://www.accountfun.com/docs/guides/chart-of-accounts/), [Products & services](https://www.accountfun.com/docs/guides/items/), [Fixed assets](https://www.accountfun.com/docs/guides/fixed-assets/), [Tax rates](https://www.accountfun.com/docs/guides/tax-rates/), [Multi-currency](https://www.accountfun.com/docs/guides/multi-currency/)
* **Organization:** [Dashboard](https://www.accountfun.com/docs/guides/dashboard/), [Custom report layouts](https://www.accountfun.com/docs/guides/report-layouts/), [Files library](https://www.accountfun.com/docs/guides/files/), [Settings](https://www.accountfun.com/docs/guides/settings/), [MFA & passkeys](https://www.accountfun.com/docs/guides/mfa/), [Plans and billing](https://www.accountfun.com/docs/guides/plans-and-billing/), [Export, import and recovery](https://www.accountfun.com/docs/guides/data-management/), [Roll back your books](https://www.accountfun.com/docs/guides/rollback/), [Date formats](https://www.accountfun.com/docs/guides/date-formats/)

## Build an integration

Connect your tools through the [Public API](https://www.accountfun.com/docs/api/). Follow the [API quickstart](https://www.accountfun.com/docs/api/quickstart/) to make your first call, or explore the [MCP server](https://www.accountfun.com/docs/api/mcp/) for AI assistants.

## Need a hand?

Stuck on the two-factor authentication screen? Follow [MFA, authenticator apps and passkeys](https://www.accountfun.com/docs/guides/mfa/) for setup steps, sign-in help, and recovery.

Find answers to common questions in [Troubleshooting](https://www.accountfun.com/docs/guides/troubleshooting/), including bank imports, report balances, permissions and AI connections.