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Get Started with Float in 9 Easy Steps

The 9 simple tasks below are designed to help you understand how Float works and how to get the most out of the software. Each task only takes a few minutes to complete and includes easy-to-follow instructions.

If you get stuck at any point, please just drop a question into the chat box at the bottom right of your screen and we’ll get back to you as soon as possible.

(This guide is intended for people who are currently trialling Float. If you aren’t trialling Float, sign up here now).

Get Up & Running In Less Than 35 Minutes

Step 1: Include the Bank Accounts You Want to See (2 minutes)

Step 2: Check Your Balance is Correct (3 mins)

Step 3: Group Your Office Costs Into a Single Row (5 minutes)

Step 4: Set Your Payroll Date (3 minutes)

Step 5: Plan Your Next Payment Run (4 minutes)

Step 6: Input Your Sales Forecast (5 minutes)

Step 7: Forecast a Different Sales Scenario (6 minutes)

Step 8: Project a Late Payment (4 minutes)

Step 9: Download a Report (2 minutes)

Float

Float is cash flow forecasting and management software for Xero, QuickBooks and FreeAgent. Start your 14 day free trial at floatapp.com/sign_up