Knowledge Base - Help Center

How to add Company in Moolahmore using web?

Updated on January 6, 2023

 

  1. Click the “Add Company” button on the upper right of your screen, The Add company window appears.
  2. Select your accounting provider. You can select Xero, MYOB or Quickbooks. Otherwise, choose Upload CSV.
  3. Login window will appear, and enter your credentials. (If applicable, your accounting provider may have a security code sent to your email to authenticate the integration.)
  4. Select the organisation you want to link with Moolahmore.
  5. You can add a member or invite a member as an option or skip it for later.

Note: After adding a company, you can start making a scenario by clicking on the Make a Scenario button. For more information, see “Adding a Scenario”.