Setting up your Quaderno account

Welcome to Quaderno! Whether you need to calculate taxes for your sales in real time, send beautiful invoices to your clients, or generate tax reports with one click, this is your platform.

It just takes a few steps to get started with your Quaderno account. This section of the Support Center outlines the most important tasks to get your Quaderno account up and running as quickly as possible.

1. Setting up your business data

Before you start setting up your Quaderno account, you need to create a Quaderno account and add some essential business information.

You don't need to include every detail right away, but be sure to add the following items:

  1. Go to the business data page and enter your business name and your email address.
  2. Go to the addresses page and add your current billing address.
  3. Go to the preferences page and select your default product type and your default tax code based on the products you sell the most.

🔎 You can check our glossary to learn more about tax codes and product types.

2. Adding your tax jurisdictions

A tax jurisdiction is an area subject to its own tax regulations. Your business might need to collect sales tax in certain tax jurisdictions.

If your business is registered for tax collection in any tax jurisdiction, please go to the jurisdictions page and add your registration data, including your tax ID and the date when your registration comes into effect.

This is needed to correctly calculate taxes!

🔎 To learn more about setting up your correct taxes, check the setting up taxes article.

3. Connecting your web services

Quaderno can automatically collect data from your favourite payment processors, shopping carts and online selling platforms. Each time you make a sale on a connected platform or payment processor, Quaderno will automatically generate the related tax invoice and update your tax reports.

Go to the integrations page and connect the web services you already use in your online business.

When you first sign up for a trial Quaderno account and connect an integration, we automatically import your transactions from the past 30 days for free, with a limit of 1000 transactions, so you can see how everything works.

This automatic import works for Stripe, PayPal, Braintree, GoCardless, and Shopify. For other platforms, learn here how to use the CSV import feature.

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