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Manage

Create your Business ID

Add your business’s legal name, PAN and GSTIN once, so you can manage companies in AICOUNTLY.

  • Get set up
  • 3 steps

Before you start

Who this is for

Business owners setting up AICOUNTLY for the first time.

Before you start

  • Your legal name, PAN, GSTIN and address.

Steps

  1. Step 1: Open Business ID

    Choose Business ID in the side menu.

  2. Step 2: Fill in the details

    Enter the Legal Name, Name, PAN, GSTIN and address.

  3. Step 3: Save

    Choose Create Business ID. To change it later, edit the same page and choose Update Business ID.

What happens next

Your Business ID is created, and you can add and manage companies under it.

Questions

Is the Business ID the same as a company?

No. The Business ID describes you; companies are the businesses you keep books for. One person can manage several companies.

Ready? Try it now.

Open Manage in a new tab and follow along.

Still stuck?

Ask the community, or tell our support team what you were trying to do.