- Click the “Add Company” button on the upper right of your screen, The Add company window appears.
- Select your accounting provider. You can select Xero, MYOB or Quickbooks. Otherwise, choose Upload CSV.
- 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.)
- Select the organisation you want to link with Moolahmore.
- 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”.