For the complete documentation index, see llms.txt. This page is also available as Markdown.
Getting Started with Digits for Firms
Welcome to Digits! Explore your demo environment, add clients, connect your tools, and begin collaborating with your team—everything you need to launch smoothly.
Setting Up Your Firm
Getting Started:
Product Guides
Step-by-step interactive tours to help you get started with Digits.
Setting Up Your Firm:
Free Books for Your Firm
Run your own firm’s books inside Digits, free of charge.
Setting Up Your Firm:
Using Your Demo Client (Sandbox)
Try workflows safely and see how Digits automates bookkeeping.
: Setting Up Your Firm:
Understanding Your Firm Dashboard
See real-time status across all clients from your Firm Dashboard.
Setting Up Your Firm:
Firm Roles & Permissions (Invite Colleagues)
Assign roles, manage access, and collaborate securely across your team.
Setting Up Your Firm:
Firm Setup FAQs
Quick answers to firm setup questions—from billing to permissions and account settings.
Digits AI:
How AI Works in Digits
See how AI handles bookkeeping, so you don’t have to
Getting Started:
Digits AI Accounting Glossary
Learn accounting, bookkeeping, finance, and AI terms used throughout Digits.
Onboarding Your Clients
Onboarding Your Clients:
Adding Your First Client
Add your first client in Digits, connect accounts, and start bookkeeping fast.
Onboarding Your Clients:
Choosing Your Client's Setup Method
Select the best way to bring your client’s books into Digits.
Onboarding Your Clients:
Migrate Data from QuickBooks
Move your clients from QuickBooks to Digits.
Onboarding Your Clients:
QuickBooks Cutover Date
Set when Digits takes over from QuickBooks.
Onboarding Your Clients:
Reconciliations After Migrating from Quickbooks
Set a clean reconciliation baseline in Digits after a QuickBooks migration.
Onbarding Clients:
Migrate to Digits from Xero, Puzzle, or Another Platform
Move your client's data from any platform into Digits.
Onboarding Your Clients:
Verifying Opening Balances
Check and update opening balances when cash totals look off.
Onboarding Your Clients:
Import Your Chart of Accounts
Upload your client’s Chart of Accounts via CSV in just a few clicks.
Onboarding Your Clients:
Running a Parallel Close
Test Digits alongside your existing system.
Onboarding Your Clients:
Client Roles & Permissions
Learn how client roles and permissions work in Digits.
Onboarding Clients:
Digits Availability, Banks, & Currency
Check which banks work with Digits and what to do if yours isn’t listed.
