# Getting Started with Digits for Firms

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### **Setting Up Your Firm**

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden data-card-cover data-type="files"></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-circle-play">:circle-play:</i>  Getting Started: </td><td><h4>Product Guides</h4></td><td>Step-by-step interactive tours to help you get started with Digits.</td><td></td><td></td><td><a href="/pages/WQTsq5DVk71Cp8ZaF146">/pages/WQTsq5DVk71Cp8ZaF146</a></td></tr><tr><td><i class="fa-building-memo">:building-memo:</i>  Setting Up Your Firm:</td><td><h4>Free Books for Your Firm</h4></td><td>Run your own firm’s books inside Digits, free of charge. </td><td></td><td></td><td><a href="/spaces/pyLperOhPbBZSBCoAnGW/pages/qELGkD7mINWx31qhjbDM">/spaces/pyLperOhPbBZSBCoAnGW/pages/qELGkD7mINWx31qhjbDM</a></td></tr><tr><td><i class="fa-building-memo">:building-memo:</i>  Setting Up Your Firm:</td><td><h4>Using Your Demo Client (Sandbox)</h4></td><td>Try workflows safely and see how Digits automates bookkeeping.</td><td></td><td></td><td><a href="/pages/cqcYZDRgVGXhPzHIkkWC">/pages/cqcYZDRgVGXhPzHIkkWC</a></td></tr><tr><td><i class="fa-building-memo">:building-memo:</i>:  Setting Up Your Firm:</td><td><h4>Understanding Your Firm Dashboard</h4></td><td>See real-time status across all clients from your Firm Dashboard.</td><td></td><td></td><td><a href="/pages/wUgd7uzXDQGSqHusqv2D">/pages/wUgd7uzXDQGSqHusqv2D</a></td></tr><tr><td><i class="fa-building-memo">:building-memo:</i>  Setting Up Your Firm:</td><td><h4>Firm Roles &#x26; Permissions (Invite Colleagues)</h4></td><td>Assign roles, manage access, and collaborate securely across your team.</td><td></td><td></td><td><a href="/spaces/pyLperOhPbBZSBCoAnGW/pages/pmObxdjFBVaDJnd7666C">/spaces/pyLperOhPbBZSBCoAnGW/pages/pmObxdjFBVaDJnd7666C</a></td></tr><tr><td><i class="fa-building-memo">:building-memo:</i>  Setting Up Your Firm:</td><td><h4>Firm Setup FAQs</h4></td><td>Quick answers to firm setup questions—from billing to permissions and account settings.</td><td></td><td></td><td><a href="/pages/4HbndEPVsMq8R2R5YQAJ">/pages/4HbndEPVsMq8R2R5YQAJ</a></td></tr><tr><td><i class="fa-sparkles">:sparkles:</i>  Digits AI:</td><td><h4>How AI Works in Digits</h4></td><td>See how AI handles bookkeeping, so you don’t have to</td><td></td><td></td><td><a href="/spaces/uIztBwoMl2RW5oGzS0cZ/pages/Cip2gwBgMH8tiNlT3vyr">/spaces/uIztBwoMl2RW5oGzS0cZ/pages/Cip2gwBgMH8tiNlT3vyr</a></td></tr></tbody></table>

***

### **Onboarding Your Clients**

<table data-view="cards"><thead><tr><th></th><th></th><th></th><th data-hidden></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><i class="fa-user-plus">:user-plus:</i>  Onboarding Your Clients:</td><td><h4>Adding Your First Client</h4></td><td>Add your first client in Digits, connect accounts, and start bookkeeping fast. </td><td><i class="fa-user-plus">:user-plus:</i></td><td><a href="/pages/F5anwQazILbeTV8Ka0Jy">/pages/F5anwQazILbeTV8Ka0Jy</a></td></tr><tr><td><i class="fa-user-plus">:user-plus:</i>  Onboarding Your Clients:</td><td><h4>Choosing Your Client's Setup Method</h4></td><td>Select the best way to bring your client’s books into Digits.</td><td><i class="fa-file-check">:file-check:</i></td><td><a href="/pages/w19m2RG0FRQLAcAl729g">/pages/w19m2RG0FRQLAcAl729g</a></td></tr><tr><td><i class="fa-user-plus">:user-plus:</i>  Onboarding Your Clients:</td><td><h4>Migrate Data from QuickBooks</h4></td><td>Move your clients from QuickBooks to Digits. </td><td><i class="fa-swap">:swap:</i></td><td><a href="/pages/7aFu0kI6avz1WZVlY9un">/pages/7aFu0kI6avz1WZVlY9un</a></td></tr><tr><td><i class="fa-user-plus">:user-plus:</i>  Onboarding Your Clients:</td><td><h4>QuickBooks Cutover Date</h4></td><td>Set when Digits takes over from QuickBooks. </td><td><i class="fa-calendar-check">:calendar-check:</i></td><td><a href="/pages/8HVxRpSDXKRf5OyOO5cI">/pages/8HVxRpSDXKRf5OyOO5cI</a></td></tr><tr><td><i class="fa-user-plus">:user-plus:</i>  Onboarding Your Clients:</td><td><h4>Reconciliations After Migrating from Quickbooks</h4></td><td>Set a clean reconciliation baseline in Digits after a QuickBooks migration.</td><td></td><td><a href="/pages/kX38CAxhMTJIG2tax4iV">/pages/kX38CAxhMTJIG2tax4iV</a></td></tr><tr><td><i class="fa-user-plus">:user-plus:</i>  Onbarding Clients:</td><td><h4>Migrate to Digits from Xero, Puzzle, or Another Platform</h4></td><td>Move your client's data from any platform into Digits.</td><td></td><td><a href="/pages/TvapqgkWC8xsZIvjY6Ij">/pages/TvapqgkWC8xsZIvjY6Ij</a></td></tr><tr><td><i class="fa-user-plus">:user-plus:</i>  Onboarding Your Clients:</td><td><h4>Verifying Opening Balances</h4></td><td>Check and update opening balances when cash totals look off.</td><td></td><td><a href="/spaces/uIztBwoMl2RW5oGzS0cZ/pages/T4I5nEpYYaZAAfYkrok4">/spaces/uIztBwoMl2RW5oGzS0cZ/pages/T4I5nEpYYaZAAfYkrok4</a></td></tr><tr><td><i class="fa-user-plus">:user-plus:</i>  Onboarding Your Clients:</td><td><h4>Import Your Chart of Accounts</h4></td><td>Upload your client’s Chart of Accounts via CSV in just a few clicks.</td><td><i class="fa-file-arrow-up">:file-arrow-up:</i></td><td><a href="/spaces/uIztBwoMl2RW5oGzS0cZ/pages/piMFd9vh6tWkTohXcRGX">/spaces/uIztBwoMl2RW5oGzS0cZ/pages/piMFd9vh6tWkTohXcRGX</a></td></tr><tr><td><i class="fa-user-plus">:user-plus:</i>  Onboarding Your Clients:</td><td><h4>Running a Parallel Close</h4></td><td>Test Digits alongside your existing system. </td><td><i class="fa-arrow-right-arrow-left">:arrow-right-arrow-left:</i></td><td><a href="/pages/vAMJ4sSet7uB2W7WbrlV">/pages/vAMJ4sSet7uB2W7WbrlV</a></td></tr><tr><td><i class="fa-user-plus">:user-plus:</i>  Onboarding Your Clients:</td><td><h4>Client Roles &#x26; Permissions</h4></td><td>Learn how client roles and permissions work in Digits. </td><td></td><td><a href="/spaces/vSRL2TlhlioIo7LGLhmQ/pages/GHpSxtIo3XChf9pKO7G2">/spaces/vSRL2TlhlioIo7LGLhmQ/pages/GHpSxtIo3XChf9pKO7G2</a></td></tr><tr><td><i class="fa-user-plus">:user-plus:</i>  Onboarding Clients:</td><td><h4>Digits Availability, Banks, &#x26; Currency </h4></td><td>Check which banks work with Digits and what to do if yours isn’t listed.</td><td></td><td><a href="/pages/GzibuFxLzuqGUATZdqJn">/pages/GzibuFxLzuqGUATZdqJn</a></td></tr></tbody></table>


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