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Quick Start

Set up FairBooks and send your first invoice in a few short steps.

Currently in private testing

FairBooks is in limited private testing while we invite our first users. If you have been given access, the steps below will get you up and running. If you would like to join, email support@fairbooks.com.au.

Try before you sign up

Want a look around first? Click Try Demo on the sign-in page to explore FairBooks with sample data. No account needed, and the session clears itself after 2 hours. See Try the Demo.

1. Create your account

Head to app.fairbooks.com.au and choose Register. The sign-up form asks for:

Field Notes
Email Where we send your sign-in link.
Invite code The code you were given for private testing.
Business name Your business or trading name. This creates your organisation.
ABN Optional. You can add or change it later.
Registered for GST Tick this if your business is registered for GST.

You do not need a password. By default FairBooks signs you in with a magic link sent to your email. If you prefer a password, open Set a password (optional) and enter one. See Signing In for how sign-in works.

Your organisation is created as part of sign-up, so there is no separate step to set one up afterwards.

2. Confirm your email

If you signed up without a password, we send a sign-in link to your email address. Open the email and select the link to verify your account and sign in.

New accounts start a 14-day free trial, so you can use everything straight away.

The first time you sign in, FairBooks shows an Important Legal Notice that you need to read and accept before you can continue. In short, FairBooks is a record-keeping tool and not tax advice, and you are responsible for checking your figures before lodging with the ATO. See The Legal Disclaimer for details.

4. Land on your dashboard

Once you accept, you arrive at your dashboard. Your chart of accounts is already set up for you, so you can start recording work right away. You can fine-tune your business details any time under Setting Up Your Business.

5. Add your first customer

Go to Customers in the sidebar and select New Customer. Enter their name and email address. An ABN is optional.

6. Create an invoice

Go to Invoices, select New Invoice, choose your customer, add your line items, and send it. See Creating Invoices for the full walkthrough.

That is it, you are invoicing.

What's next?