# Set up your business

> Complete the company profile, tax settings, fiscal year and preferences so invoices, reports and filings come out right from day one.

Canonical: https://docs.getonebooks.com/getting-started/set-up-business/
Language: en
Documentation index: https://docs.getonebooks.com/llms.txt

Everything on this page lives under **Settings**, which you open from your user menu at the bottom of the sidebar. Only the **owner** and **admins** can change business settings; other roles can view them.

## Company profile

**Settings → Business Profile** holds what prints on your documents and drives numbering.

![The Company settings form: logo, business name, legal name, tax name, country, tax ID, fiscal year start and address](https://docs.getonebooks.com/screenshots/en/settings-company.webp)

1. Upload a **logo** — it appears on invoices, quotes and receipts.
2. Enter the **business name** (what customers see) and, if different, the **legal name**.
3. Check the **tax name** and **tax ID** (VAT number, TRN, GSTIN…). They print on every tax document.
4. Set **Financial year starts in** — the month your fiscal year begins. Reports and year-end closing use it. See [Fiscal years](https://docs.getonebooks.com/accounting/fiscal-years/).
5. Fill in the **address**, **phone** and **email** shown on documents.
6. Set the **default payment terms** in days — new invoices get their due date from it.
7. Select **Save**.

## Tax settings

**Settings → Tax Settings** decides how tax is calculated on every line you enter.

![The Tax settings page with the enable-tax switch, tax-inclusive pricing switch, default tax rate and the tax-rate list](https://docs.getonebooks.com/screenshots/en/settings-tax.webp)

- **Enable Tax** — turn off only if your business is not tax-registered.
- **Tax Inclusive Pricing** — when on, the prices you type already include tax and OneBooks extracts it; when off, tax is added on top.
- **Tax Rates** — add the rates you use (standard, reduced, zero) and set the **default** applied to new items and lines.

Details: [Tax settings](https://docs.getonebooks.com/tax/settings/).

## Fiscal year

**Settings → Fiscal Years** lists your fiscal years with their status (**Open**, **Locked**, **Closed**). Nothing to do on day one — OneBooks creates the current year automatically — but this is where you will lock prior periods and run year-end closing later. See [Fiscal years](https://docs.getonebooks.com/accounting/fiscal-years/).

![The Fiscal Years settings list showing the current year as Open with Lock and Preview & Close actions](https://docs.getonebooks.com/screenshots/en/settings-fiscal-year.webp)

## Preferences

**Settings → User Preferences** is personal to each user: **Display Mode** (Simple or Accountant), **Appearance** (Light, Dark, System) and **Language** (English, Arabic, Spanish, French). See [Simple mode vs Accountant mode](https://docs.getonebooks.com/getting-started/modes/) and [Preferences](https://docs.getonebooks.com/settings/preferences/).

![The General settings page with display mode, appearance and language options](https://docs.getonebooks.com/screenshots/en/settings-general.webp)

## Recommended first-week checklist

- Add your **items** so invoices are consistent — [Items catalog](https://docs.getonebooks.com/items/catalog/).
- Import **customers and suppliers** from a spreadsheet — [Import and export](https://docs.getonebooks.com/data/import-export/).
- Enter **opening balances** if you are moving from another system — [Opening balances](https://docs.getonebooks.com/accounting/opening-balances/).
- Invite your accountant with the **Admin** or **Member** role — [Users and roles](https://docs.getonebooks.com/settings/users-roles/).
- Saudi Arabia: complete **ZATCA onboarding** before issuing tax invoices — [Saudi Arabia](https://docs.getonebooks.com/tax/saudi-arabia/).

## Related

  - [Company settings](https://docs.getonebooks.com/settings/company/)
  - [Your first invoice](https://docs.getonebooks.com/getting-started/first-invoice/)