Pandle is cloud-based bookkeeping software which makes it faster and easier to take care of your business admin.

Setting up your Pandle account

Entering information with the Opening Balances Wizard

Getting started with Pandle

Setting up your Pandle account

To help you set up your Pandle account correctly, our setup tool will ask a series of questions about your business in order to make sure you only see the tools and features which are relevant to you.

Don't worry, if you need to make any changes after completing the setup process, click the 'settings' icon in the navigation menu, and then click 'Company Settings' to make any updates.

You can ask for help at any point by clicking the support button in Pandle or on the website.

This will connect you to one of our Live Chat team of trained bookkeepers, or you can use it to browse support articles and product tours.

Entering information with the Opening Balances Wizard

Once you have set up your Pandle account, you will be given the option of entering existing bookkeeping information using the Opening Balances Wizard.

For instance, if you are moving to Pandle from a different bookkeeping system, your previous balances should be taken from the trial balance which is dated the day before you start entering transactions in Pandle.

If you're a little confused as to what you will need to enter then our opening balances assistant will guide you through it.

If your business is VAT registered you should start entering transactions from the start of a new VAT quarter. If you start to enter transactions part way through a quarter then the VAT return for that quarter may not be accurate.

To learn more about opening balances click here.

Getting started with Pandle

When you sign into Pandle, our product tours will show you where each feature in Pandle lives, and how it works. You can revisit these at any time by opening the settings menu, and selecting 'Help Centre' to view support articles and tours.

There are also lots of articles designed to help start you off - search the Help Centre.

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