Get started
From signing up to running your business on BusinessSensor, in order. Follow it in the practice company first, then in your own.
7 video lessons, 9 more coming soon.
Set up
- 1Start your free trial and create your workspace
From the website to your own workspace: create your account, start the trial, choose your workspace address, currency and time zone, and set your password.
Watch here1 min 54 s - 2
Your company and the setup checklist Video coming soon
Company details, currency and time zone, and the checklist that tells you what is left.
Read the written guide now - 3
Accounts and tax Video coming soon
Your chart of accounts and tax rates — suggested for your country, checked by you.
Read the written guide now - 4
Items and categories Video coming soon
What you sell and buy, its prices and units, grouped the way you work.
Read the written guide now
Bring your data in
- 5Import your customers from Excel
Bring in your customer list, with what each one owes you, from a spreadsheet: match the columns, check every row, then import.
2 min 30 s - 6Convert your own files with AI
Turn a file that doesn't look like our template, such as a photo of a price list, into a list ready to import. The AI asks about anything unclear.
2 min 33 s - 7Import your items and opening stock
Get the items template from Business Sensor, fill in your items, units and stock on hand, then import them, including items sold by the box and services.
3 min 19 s - 8
Opening balances Video coming soon
What customers owe you, what you owe suppliers and what is in the bank on day one.
Read the written guide now
Your team
- 9Set up a security group
Decide what one kind of job can open, where they trade, and what they can sell.
1 min 22 s - 10Add a user
Give a new team member their own sign-in, security group and department.
1 min 2 s - 11Set a user's rights and limits
Decide how far each person may go with prices and discounts, and what else they may do.
1 min 9 s
Run the business
- 12
Your first purchase Video coming soon
Order from a supplier, receive the goods and record the bill.
Read the written guide now - 13
Your first sale and receipt Video coming soon
Sell, take the payment and print the receipt.
Read the written guide now - 14
Reports and the books Video coming soon
The reports that tell you how the business is doing, and the accounts behind them.
Read the written guide now - 15
The go-live check Video coming soon
Make sure everything is ready before you switch from the practice company.
Read the written guide now - 16
Subscribe Video coming soon
Choose a plan and keep everything you have built.
Read the written guide now
Follow along in your own trial
Your free trial includes a practice company, so you can do every step without touching real figures. 45 days, no card needed.