Getting started
Set up TallyPip in 10 minutes
Add your business details, get your bank transactions in, and send your first invoice.
TallyPip keeps your books for you: money in and out of the bank, invoices, bills and sales tax, all in one place. Here's the quickest way to get going.
- 1Your business details. In Settings › Company, add your address, phone and logo, your usual payment terms and your sales tax rate. They appear on every invoice.
- 2Your bank and card accounts. In Bank transactions (under Accounting), add each account and upload a recent statement (a CSV or PDF from your bank). Everything waits in For review until you say where it goes.
- 3Sort the first transactions. TallyPip suggests a category for each one. Post the ones it's sure about in one go, and answer the questions for the rest. It learns as you go.
- 4Send an invoice. Choose Create › Invoice, pick or add a customer, add your items and press Save and mark as sent, or email it straight from TallyPip.
The Home page shows what needs you next: transactions to review, invoices that are overdue and bills coming up.
Bookmarks
Pin the pages you use most under Bookmarks at the top of the menu: open a page and choose Bookmark this page, or Edit bookmarks to tick up to 12. Only you see your bookmarks, and they follow you to every business you work in.