Running your business on SnapLedger · Furniture & Fit-out · Lesson 1 of 10

Two companies, one login

2:54 · Captions: English, Arabic, French and Chinese.

When one company makes and another sells, the owner usually ends up with two of everything: two sets of books, two logins, two places to look. On SnapLedger, both companies sit under one login, and the system knows they belong together. In this lesson, Yusuf sets up Dunewood.

What you'll learn

  • Add your companies to the login you already have
  • Start their books — from your old software or from the bank
  • Make the showroom the face your customers see

Step by step

  1. A new profile — Yusuf already has a SnapLedger login. It opens every profile that's his, and every company that has invited him. From here, he adds a new one: Business, for a company with a trade licence. Then the company's details, step by step: the trade licence, the tax registrations, and what the business does — Dunewood Workshop makes furniture. One date matters most: the accounting start date. SnapLedger keeps the books from that day on. One last question, about its VAT filings — nothing to file yet — and Dunewood Workshop is set up, with its own dashboard. The first to-do is where the books start. A business that already keeps its books in Zoho or Tally brings its history straight in — nothing is typed twice. Dunewood starts here, so its starting point is the bank.
  2. Opening balances — Yusuf uploads the company's first bank statement — it starts on the start date, at zero. SnapLedger reads it, and the books are ready.
  3. The second company — Then the same again for the showroom company, Dunewood Living. We'll skip ahead — the steps are the same.
  4. The face customers see — Now the step only an owner can take. The workshop does the work, but its customers deal with the showroom. So in Snappy PM — where the workshop will run its jobs — Yusuf records Dunewood Living as the company customers see: its tax number, and the bank account they pay into. He does this once. From now on, every project manager can choose it. It's chosen project by project, so a job can still go out in the workshop's own name. And SnapLedger now knows the two belong together: in the workshop's company records, Dunewood Living is listed as a sister company.
  5. One login, two companies — One login, two companies — each with its own books, one click apart.

Next: Yusuf brings in his team — each person with their own login, and only the parts of the business they need.