New accounts and setup

Video walkthrough of our product
You can watch a video walkthrough of setting up our product and syncing your first invoice on Autotask's official YouTube channel
Thu, 26 May, 2016 at 4:03 PM
Can you import all my historical invoices?
We import up to 90 days worth of data depending on your choice in the setup area - by default the system will import 14 days of historical invoices. ...
Thu, 26 May, 2016 at 4:04 PM
How do I connect to my Xero account?
Your Xero account login doesn't need to match your My Accounting Toolbox login.  You only need to use an account that has high enough privileges to a...
Thu, 26 May, 2016 at 4:11 PM
I want to update my Autotask/Xero details
If you change your Autotask credentials, or want to update the Xero account that your sync is linked to, both can be done in one step. Log into the ...
Mon, 30 May, 2016 at 11:01 AM
Setting up purchase orders
This feature is only available to customers on the instant plan.  To upgrade from daily/hourly plans, go to My Account > Change Plan. There's a ...
Wed, 25 Jan, 2017 at 5:08 PM