Getting started

Create a company and run the setup wizard

Add a company, pick one channel, connect QuickBooks, then connect the channel.

Who: Any signed-in userUpdated 2026-09-28

Steps

  1. Open the company menu at the top right and choose Add company.
  2. Enter the company name.
  3. Pick one channel: Stripe, Shopify, Amazon or eBay to QuickBooks Online.
  4. Connect QuickBooks first — Ledgerzoom needs your chart of accounts to map the channel.
  5. Connect the channel you picked.
  6. Finish — you land on that channel's Account mapping page.

The wizard saves progress. If you leave partway, it resumes where you stopped. The company name is auto-filled from QuickBooks if left blank.

Common problems

  • Wizard keeps coming back: a step (QuickBooks or the channel) isn't connected yet. Complete it.