The Getting Started section helps new Brisk accounts work through the main setup tasks.

There are seven steps:

1. Organisation info
2. Tax brackets
3. Default working hours
4. Accounting integration
5. Import customers
6. Work groups & hourly rates
7. Risks and hazards

Use Next and Back to move through the wizard.

Clicking Next marks a step as complete. Brisk doesn't check that you've filled in every setting on that page, so make sure you're happy with the setup before moving on.

You don't have to finish the whole wizard in one go. If you want to work on something separately, leave the wizard and open the relevant area through Settings or the main Brisk menu.

For example, if you're planning to import customers from your accounting software, it makes sense to connect your accounting package before carrying out the customer import.