1- Click on the first letter of your company on the top right of your screen. It displays a new element.
2- Click on Settings. It opens a new page, with a new menu on the left.
3- On the menu on the left, click on Companies. The page grouping all the companies you have access opens.
4- Click on Create Company button. This triggers the processing of adding a company to your account.
5- Name the company you want to add. Click on Continue.
6- Configure the company. Pick a connector to feed the data. Define your preferred currency, and when the year starts. Once done, click on Connect. At this stage, the company is added to your account.
7- Launch the initial sync by hitting the Connect button.
8- Authorize kopilot to grant access to your software.
9- That’s it. Wait for the three minutes to let kopilot finish the initial sync. Click the Enter app button when it appears.
10- Youhouuuu! Your business information is ready.
11- Click on the top-right circle to switch from company to another.
Marvelous, isn’t it?