Getting Started with your MONESQ Free Account

Overview

After signing up, the following steps will walk you through getting started with your MONESQ Free Account

Step 1:

Link Trust Account

If you are linking a Trust account, click on the yellow 'Link' button at the top of the browser window to complete your setup or choose 'skip this step'. See the article Setting up a trust account for more information.

Step 2:

Create Team Members

1. Go to settings on the left side navigation bar 

2. Click on the ‘Team members’ tab

3. Click the white plus sign + (top left side) to add a team member 

4. Enter the team member’s name and email address

5. Enter the team member’s role 

6. Click ‘Send invitation’

Step 3:

Create Contacts

1. Click on the '+ New' (top left corner)

2. Choose ‘Contact’ to create a new contact

Or 

1. From the ‘Contacts’ section on the left navigation bar

2. Click on the white plus + sign (top left side)

3. Choose ‘import contacts via vCard’

4. Drag and drop vCard files or select vCard files from your computer 

5. Click ‘import contact’

View additional articles to learn how to; 

• Set up your personal profile
• Set up your firm profile
• Generate Invoices
• Receive Payments
• Issue Refunds
• Use eSignature
• Use Reporting Tools