3:How to Get Started Quickly?

Step 1: Add an account category.

This is to classify accounts. Imagine you have 1000 accounts, so you need to add different account categories.

Step 2: Add accounts(There are two ways, add accounts manually or import from csv file.)

Add an account manually:

Import accounts from a CSV file (following the format, respectively):

Step 3: Checking accounts until status shows normal

Select accounts first

Click start