Accounting
Set up Eva business books
Create native business books with accurate legal and tax settings.
Before you begin
- Sign in to Eva and select the intended project.
- Use fictional records when practising; changes affect the selected business.
Starting screen: /dashboard/accounting
1. Choose Eva accounting
Open Accounting and choose Eva in Accounting source if connected sources are also present.
Expected result: Set up your business books or the existing native books are shown.
Confirm it worked: Connected provider views and native books are separate sources.
2. Enter business details
In Accounting setup, enter Legal business name, Business address, Registration number where appropriate, and the displayed Country.
Expected result: The setup form reflects the legal business identity.
Confirm it worked: Use Northstar Studio and fictional contact details for practice.
3. Review tax registration
Set Registered to collect tax according to the business’s actual registration. Review the displayed country/tax settings.
Expected result: The books have the intended registration state.
Confirm it worked: Do not enable tax collection simply to match an example screenshot.
4. Create books
Click Create books.
Expected result: The Accounting workspace opens with native bookkeeping tabs.
Confirm it worked: Reload and confirm the business-book identity and settings.
Troubleshooting and alternatives
This guide explains the controls; tax and accounting treatment must match the business’s actual circumstances.
If setup already exists, use Settings to inspect it rather than creating another book.