Welcome to 360books. This guide walks through every part of the app. If you'd rather explore hands-on, open the free demo from the home page — it's a fully seeded company you can click around without signing up.
1. Create your account and company
1. Sign up with your email and a password (or log in if you already have an account). 2. Create your company: enter the business name, base currency (ZAR by default), and your financial year-end (end of February is the South African default). 3. Tick "Set up a standard chart of accounts and 15% VAT" to seed a ready-to-use accounting structure. You can change everything later.
You can create more than one company and switch between them from the company selector at the top.
2. Find your way around
- Left sidebar — the main navigation, grouped into Dashboard, Sales, Purchases, Banking, Reports, Payroll, Tax (SARS) and Accounting.
- Top bar — the company switcher, a + New button for quick actions, a 🔔 Review bell for things needing attention, the ✨ AI CFO, and your account menu.
- Footer of the sidebar — Team, Plan & usage, Settings, Preferences and Help.
3. Your first steps
1. Set up Settings — map your key accounts (Accounts Receivable, VAT, Accounts Payable) and your default VAT rate. See Settings, team & plans. 2. Add a customer and send an invoice — see Sales & invoicing. 3. Import a bank statement and reconcile it — see Banking. 4. Invite your accountant — accountant seats are free. See Settings, team & plans.
4. Already using Xero or Sage?
You can bring your history across in minutes — your chart of accounts, contacts and an opening trial balance. See Accounting setup → Import.
Next: The dashboard →