All Collections
Getting Started
How to Join Into an Existing Workspace
Create Default Tax Rate(s)Tax Rates are associated with a company to track tax prices and tax on transactions
Create Default Chart of AccountsThis article shows how to set up Chart of Accounts and Charge Codes in order to bill lines on a job
Create Default Charge Codes
Create Companies You Do Business WithThis article is a prerequisite for creating a job and shows how to set up a company within Base
Connect a Company With Your Accounting SystemThere are many ways that Base connects with accounting software. This article will detail how to connect an organization
Connect an Organization With Your Accounting SystemCompanies must be connected with accounting before documents can be pushed
Configure Your Custom Document Templates
How to Filter, Search, and Export a TableAny table within Base can be manipulated and searched using this guide
How to Set Up a New UserMembers or guests of an organization can be setup from within Base using these steps
How to Quickly Import Your Tax Rates
How to Edit a User’s Information