Invoicing & accounts made easy.

How to Set up your First Business with Surf Accounts

Set up a free 30-day trial business to test all the features of Surf accounts, a cloud-based accounting software. Learn how to open your first trial business in these easy steps.

  • Click the ‘Give it a try’ option on the homepage of Surf accounts India. The user setup page will be opened. Here you will have to fill a form.
  • Click signup and an email verification would be sent to the mail you have set up as your login mail.
  • Click the link that will be sent to you via email to log in to the business page.
  • On the business page click the option ‘Add Trial’ to try out all the features and get familiar with Surf Accounts.
  • Fill up your trial business form by entering your Business Name, Business Type (be it Sole Trader, Private Limited / Partnership Company), State of Operation and GST registration detail. (GST exempt option is applicable to only those businesses that have been granted such a status by the relevant authority)
  • A setup page will open where you can select the base currency which could be, for example, INR. Here you will find a list of default setups such as your product, supplier, customer, goods in and goods out codes which you can keep or modify according to your preference.
  • So, your first trial business on which you can perform transactions up to 30 days, absolutely free of cost, is ready. By upgrading to a paid version, you will be able to retain the business you have set up as trial. To do so, return to the ‘Add a Business’ page and select the ‘Add New Business’ option. Fill up your business details once again, choose your Pricing Plan and start surfing.