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
- Open the company menu at the top right and choose Add company.
- Enter the company name.
- Pick one channel: Stripe, Shopify, Amazon or eBay to QuickBooks Online.
- Connect QuickBooks first — Ledgerzoom needs your chart of accounts to map the channel.
- Connect the channel you picked.
- 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.
