Getting Started

The Accountz Mobile App enables you to enter expense transactions on the go via your mobile phone, ipad or tablet. This then syncs automatically with your desktop program and imports the transactions for you.

To get up and running, please follow these steps:

1 Access the Accountz Online Portal and ensure you have an account

Accounting Software mobile start page 1

Accounting Software mobile start page 1

1a Click here to access the Accountz Online Portal.

1b If you have not previously accessed the Accountz Online Service, register now using the ‘Register’ box, and make a note of these details.

1c If you have a login use it now to make sure it works. Make a note of these details. If you have a username but can’t remember your password click ‘Did you forget your password?’ to reset it.

2 Register your project

Accounting Software mobile start page 2aa

Accounting Software mobile start page 2aa

2a Run your desktop program (i.e. Home or Business Accountz) and click the ‘File’ menu option and see if you have a further option entitled ‘Mobile App Settings’. If the ‘Mobile App Settings’ option is not visible, select ‘Help>Check for Updates’ from the main menu and make sure you are running the latest version of the desktop software.

2b Within the ‘Mobile App Settings’ component, select ‘Register Project Now’.

2c Enter your login details (from Step 1, above) into the pop up screen and click ‘OK’.

3 Install and run the mobile app and enter your login details as above

Accounting Software mobile start page 3a

Accounting Software mobile start page 3a

3a Install the app from Google Play (Android), the App Store (Apple) or Amazon Appstore (Kindle) using the search term ‘Accountz’.

Alternatively, click the links found in File>Mobile App Settings (see Step 2, above).

3b Run the app on your mobile or tablet. Enter the same login details as above into the login screen to access the app.