Q1. How do I create a new organization in Jaz?
To create a new organization in Jaz, click on Switch Organization after logging in.
Click on Create Organization to create a new organization.
Q2. How can I add new users to my organization?
Please see User Management for more information on adding new users to your organization.
Q3. What should I set up first?
Complete your organization details under Settings → Organization Details.
Invite your team. See Access Management.
Review your chart of accounts and GST profiles.
Add your contacts and items.
Add your bank accounts, then connect a bank feed or upload bank statements. See Managing Bank Statements.
If you’re moving from another accounting system, transfer your opening balances. See Quick Conversion to Jaz from Another Accounting System.


