Getting started
Getting started with MitoBooks
The first things to set up, and a tour of where everything lives.
MitoBooks is double-entry accounting software for small businesses. Everything you enter — invoices, bills, expenses, payments, bank transactions — posts to your books automatically, so your reports are always up to date.
Set up in this order
- 1Company details: go to Settings → Company and fill in your legal name, address, fiscal year start and tax details. These appear on invoices and reports.
- 2Logo: upload it under Settings → Logo & branding so it shows on invoices, estimates and receipts.
- 3Bank and card accounts: check the Chart of Accounts. A Checking, Savings and Credit Card account are there already; rename them or add more to match your real accounts.
- 4Bring in your history: import from QuickBooks Online or CSV files on the Import page, or enter opening balances with a journal entry.
- 5Customers, vendors and products: add them as you go, or import them from CSV.
- 6Bank transactions: link your bank or upload a file on Banking so you can categorize and match what came through your accounts.
- 7Invite your team (optional): Settings → Team.
Finding your way around
The left menu is grouped like QuickBooks: Sales (invoices, customers, payments), Expenses (bills, expenses, vendors, checks) and Accounting & HR (chart of accounts, banking, reconciliation, employees, reports, taxes).
Use + New in the top bar to create any transaction from anywhere, and the search box (or Ctrl/⌘ + K) to find a customer, invoice or bill fast.
The ✦ button opens the AI assistant, the ? button opens Help for the page you're on, and the gear opens Settings. My Notes in the left menu opens your own note sheet, which stays open while you work.