> ## Documentation Index
> Fetch the complete documentation index at: https://zenofirm.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up your first company

> Create a workspace, connect your AI assistant, and check that it can read your QuickBooks Online company.

Use this guide if you are creating your firm's workspace or setting up Zeno
for your own company. If the workspace already exists, ask its owner to
[invite you](/docs/cloud/team) before creating another one.

<div className="zeno-outcome">
  <p><strong>The result:</strong> your AI assistant is connected, your first company has synced, and you have checked the company before starting a posting job.</p>
</div>

## Before you start

You need an email address for signing in, access to the AI client you plan
to use, and permission to authorize the QuickBooks Online company in Intuit.
If a colleague controls one of those accounts, arrange for them to complete
its consent screen.

The **Get started** page guides you through the connections. Connect the AI
client first; the QuickBooks step becomes available after that connection
is ready.

## 1. Create the workspace

[Start a firm workspace](https://app.zenofirm.com/signup?plan=firms), or
[start for your own company](https://app.zenofirm.com/signup?plan=business).
Sign in through Google, Microsoft, or Intuit and name the workspace. The
first account becomes its owner.

## 2. Connect your AI client

On **Get started**, choose the client you use. Follow the install link or
command supplied by Zeno. Your client opens a browser consent screen;
approve it while signed in to the Zeno console.

When the connection succeeds, **Get started** names the client and opens
the QuickBooks step. If consent finished in a different tab, return to the
Zeno tab; it checks for the new connection automatically.

If your client is not listed or the connection does not finish, use
[Connect your AI assistant](/docs/cloud/clients).

## 3. Connect QuickBooks Online

Choose **Connect to QuickBooks**, sign in to Intuit, and select the company.
Check the company name before authorizing access.

Intuit returns you to **Clients**, where the first sync reports its progress.
You can leave the page while it runs. Wait for it to finish before asking
your assistant to inspect the imported books.

## 4. Check the company

Open **First look** beside the company. Read the items Zeno suggests checking
and review any draft client knowledge. Confirm a draft only if it is correct;
unconfirmed drafts do not guide later work.

Then ask your assistant a question you can verify:

> Show me the connected company name and its bank and credit-card accounts.
> Do not change anything in QuickBooks.

Compare the result with the company you intended to connect. If the company
or data looks wrong, check [connections and sync status](/docs/cloud/connections)
before preparing any entries.

<span id="add-the-people-who-need-access" />

## Bring in your colleagues

An owner invites colleagues under **Settings → Team**. Operators have
approval rights; members can prepare bookkeeping work without approving it.
Use the cardholder role for people who only need their own company-card
claims. Limit client access where needed. See [People and roles](/docs/cloud/team).

## Start with one job

<CardGroup cols={2}>
  <Card title="Work a bank statement" icon="building-columns" href="/docs/cloud/bank-feeds">
    Import a small statement and check the proposed coding before posting.
  </Card>

  <Card title="Process a bill or receipt" icon="inbox" href="/docs/cloud/documents">
    Add the document to the inbox and prepare a plan from its evidence.
  </Card>
</CardGroup>


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.