> For the complete documentation index, see [llms.txt](https://help.digits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.digits.com/firms-getting-started/setup-faqs.md).
# Firm Setup FAQs
Find quick answers to common questions about setting up and managing your firm in Digits — including colleagues, clients, billing, and permissions.
***
### Getting Started
How do I set up my firm in Digits?
Start by creating your firm account at .\
Once logged in, open the **Firm Dashboard**, where you can add your first client, invite colleagues, and connect your firm’s billing.
See: [#getting-started](#getting-started "mention")
Can I use a demo account to explore before setting up my first client?
Yes! Every firm gets access to a **Demo Client** (sandbox) where you can explore Digits safely without using real client data.\
You can test workflows, train team members, and get comfortable with the interface before adding real clients.
See: [Using Your Demo Client (Sandbox)](/firms-getting-started/sandbox.md)
Where do I add my first client?
From your **Firm Dashboard**, click **+ Add Client** in the top-right corner or open the firm dropdown and select **Add Client**.\
Follow the setup prompts to start fresh, migrate from QuickBooks, or import a Chart of Accounts manually via CSV.
See: [Adding Your First Client](/firms-getting-started/adding-your-first-client.md)
***
### Clients and Accounts
What setup methods can I choose from?
When adding a new client, you can choose one of three setup paths:
1. **Start Fresh with Digits** – Creates a new Chart of Accounts automatically.
2. **Migrate from QuickBooks** – Imports your client’s data and categories from QuickBooks Online.
3. **Import via CSV** – Uploads your firm’s Chart of Accounts manually.
See: [Choosing Your Client's Setup Method](/firms-getting-started/setup-methods.md)
What is the Cutover Date?
The **cutover date** applies only to clients migrating from QuickBooks. It marks when Digits takes over as the system of record.
See: [QuickBooks Cutover Date](/firms-getting-started/firms-quickbook-cutover-date.md)
How do I import my firm’s Chart of Accounts?
You can import a Chart of Accounts during setup using the **Manual Upload (CSV)** option.\
This imports your account structure only — not transactions or balances.\
You can later bulk-import updates directly in Category Manager.
See: [Import Your Chart of Accounts](/firms-agentic-general-ledger/import-coa.md)
***
### Firm Team and Access
What’s the difference between colleagues and team members?
* **Colleagues** are your firm’s internal staff, invited at the firm level.
* **Team Members** are users from your client’s company, invited within their own workspace.
See:
[Firm Roles & Permissions (Invite Colleagues)](/my-firm-account/roles-and-permissions.md)
[Invite a Client to their Digits Account](/client-management/roles-and-permissions.md)
Can I restrict which clients a colleague sees?
Yes. You can assign each colleague a **Firm Role** and set **client-level access** individually.\
Go to **Firm Settings → Colleagues** to manage permissions.
See: [Firm Roles & Permissions (Invite Colleagues)](/my-firm-account/roles-and-permissions.md)
***
### Billing and Firm Settings
Can I manage my own firm’s books inside Digits?
Yes. Digits includes [**Free Firm Books**,](/my-firm-account/free-books.md) so you can manage your own firm’s accounting and reporting directly within your firm account.
***
### Troubleshooting
I made a mistake during setup — can I start over?
Yes. You can remove a client from your firm and re-add them if you need to change their setup method or cutover date.\
Go to **Firm Settings → Clients → Remove Client**, then start the setup process again.
See: [Adding & Removing Client Accounts](/client-management/adding-and-removing-client-accounts.md) or [Starting Over in Digits](/firms-connections/starting-over.md)
What if my CSV import fails?
Check that your CSV follows the Digits template exactly, with no blank rows or renamed headers.\
Ensure that each row includes a valid **Category Name** and **Category Type**.
See: [Import Your Chart of Accounts](/firms-agentic-general-ledger/import-coa.md)
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Got a question or feedback? Our team is all ears—come say hello!
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Contact Digits Support
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