For those having the chance to manage a couple or several businesses, kopilot may host all your companies within the same account.
The current document is a 9-step guide presenting how to add a company to your kopilot account.
Follow the guide.
1- Click on the gear icon in the menu. It displays the company settings.
2- Click on "Companies" in the menu.
3- Create on "Create Company" button to trigger the process of adding a company.
4- Name the company you want to add. Click on Continue.
5- 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.
6- Launch the initial sync by hitting the Connect button.
7- Authorize kopilot to grant access to your software.
8- That’s it. Wait for the three minutes to let kopilot finish the initial sync. Click the Enter app button when it appears.
9- Youhouuuu! Your business information is ready.
Marvelous, isn’t it?
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