Why this matters
Setup gives your assistant the right company, chart of accounts, tracking options and VAT setting before the first document arrives. You do not have to build that structure again inside Smart Bookkeeping.
How setup works
- Open Try for free / Sign up and enter your email. Use the six-digit code sent to that address.
- Read and accept the Terms and Privacy information.
- Choose Connect to Xero, sign in, and select the correct Xero organisation.
- Enter your name, choose your assistant’s name, confirm the company name, and briefly describe what the business does.
- Tick This company is VAT registered only when that is correct. VAT is not switched on automatically.
- Complete setup. Smart Bookkeeping imports the chart of accounts and active tracking options from Xero and prepares the company profile.
What happens next
The completion screen confirms the connected Xero organisation, how many accounts and tracking options were imported, your VAT choice, and your assistant’s live smartbookkeeping.uk address.
As soon as that screen says you are ready, email the first receipt, invoice or statement to the address shown.
If something goes wrong
- Verification code expired → request another code.
- Wrong Xero organisation selected → follow Fix or change your Xero connection; reconnect alone does not switch organisations.
- Already registered → use the Owner Console to add another company, or email
add new company.