Knowledge Base
Set up
Getting started
Propio's client setup takes just minutes and guides you through client information, chart of accounts configuration, and bank account connection. This guide covers the "Start Fresh" path for clients not migrating from QuickBooks Online or Xero. Create the client profile From your Homepage, select "Create a client". Enter the client's personal and business details: name, business name, phone, preferred language, and entity type. Click "Create Client". Important: the entity type determines the structure of the chart of accounts and how equity accounts are organized. Set up the ledger and chart of accounts Choose "Start fresh" if the client isn't coming from QBO or Xero, then click "Continue". Set the Accounting Start Date. This determines when Propio begins tracking transactions. Review the available account groups (payroll, inventory, construction, and more) and toggle on any that apply to this client. Review the generated chart of accounts and add sub-accounts as needed: click "Create Subaccount", enter a name, and save. Connect the bank account You have two options: Automatic (recommended): Propio generates a secure invitation with a Plaid connection link you can send via SMS, WhatsApp, or a shareable link. Add manually: create a bank account and upload statements instead of using a live connection. Tips: reach out to clients before sending the bank invitation to increase connection rates. Bank setup can be skipped and completed later, and sub-accounts can be added anytime after initial setup.
This is the first article in the knowledge base. It was created to verify the Sanity → Astro integration end to end. Edit or delete it in the Studio.