Complete your SamBooks onboarding: the first steps
3 min read
When you sign in to SamBooks, the dashboard shows an onboarding card with the steps to get started right. Follow them in the recommended order: in a few minutes your company is up and running. This is the map of every step, each with its own detailed guide.
What it's for
Onboarding walks you from the basic settings to having your accounting history inside SamBooks. You don't have to follow it to the letter, but the suggested order avoids redoing things: first you say what kind of company you are, then you invite the people you work with, finally you bring in your data.
Where to find it
The onboarding card is on the dashboard (the home page). Each step has a button that opens the right page or dialog. Some steps tick themselves when you perform the matching action; the card disappears once you've completed them all, and the steps you've done stay reviewable ("Review").
The onboarding steps
1. Confirm your tax regime
You tell SamBooks what kind of company you are (standard RF01, flat-rate, special regimes) and whether you're a habitual exporter. The regime decides menus, registers and VAT calculations, so it's the first step. → Confirm your tax profile
2. Invite your team and accountant
Free and with unlimited users: bring in colleagues and your accountant, each with their role (Manager, Administrative, Viewer). The step ticks when you send the first invitation. → Invite your team and accountant
3. Personalize the navigation bar
Choose which sections appear in the left-hand menu: keep only what you use, for a cleaner interface. You can always re-enable what you hide. → Customize the navigation sidebar
4. Set up your AdE tax drawer to receive purchase invoices
You register SamBooks' SDI recipient code in your Italian Revenue Agency tax drawer: from then on purchase invoices arrive straight here. The step ticks itself when the first purchase invoice arrives. → SDI recipient code in your AdE tax drawer
5. Import data from your old software
You upload your previous software's export (master data, chart of accounts, bookkeeping, open items, fixed assets) and SamBooks rebuilds your accounting. The step ticks when you complete an import. → Import data from your old accounting software
Tips
- Follow the order, but you're not bound to it: the steps are independent, do them whenever you prefer.
- Stuck at any point? Ask Sam in chat: it guides you step by step.
- Complex migration? In the import step you'll find "We'll help you import your data": the SamBooks team runs the migration with you.
FAQ
Do I have to complete all steps right away? No: you can come back any time. The card reminds you which are left.
The card is gone — did I lose something? No, it means you completed the actionable steps. The same features remain in Settings and in their sections.
Do some steps complete by themselves? Yes: the team invitation, the AdE tax drawer and the import tick when you perform the action (first invite, first purchase invoice, completed import).