The welcome wizard helps you during the first start of Billance. There you decide whether you want to import existing data or start from scratch.
Start Options
On first launch, you have three possible paths:
- Load from cloud: Opens the cloud sync dialog to bring in existing data from iCloud, OneDrive, Google Drive, Dropbox, or WebDAV
- Load Data from Backup: Available from the dropdown next to the cloud button
- Start Fresh: Create your first company profile directly inside Billance
Note: Cloud synchronization is a Premium feature.
Load From Cloud
If you open the cloud dialog, Billance guides you through setup:
- Select a provider
- Complete sign-in or authorization
- Check whether cloud data already exists
- Choose the initial sync strategy if needed (merge, replace local, or replace cloud)
Load Data from Backup
Using Load Data from Backup, you can directly select an existing .billance file. Billance then shows a preview and imports the contents into the app.
Start Fresh – Setup Flow
If you choose Start Fresh, the wizard guides you through these steps:
1. Company data
- Company name and legal form
- Electronic address (e-invoice identifier)
- Optional additional information
2. Address
- Street, postal code, city
- Country
3. Contact
- Contact person
- Email and phone
4. Tax
- Tax number and/or VAT ID
5. Banking
- Optional payment account
- If you enter bank details, account fields must be complete
6. Logo
- Optional company logo
7. Review & Complete
- Check all entered information
- Save the profile
- Then continue directly into the app
Skip Setup
If you do not want to complete the full wizard immediately, you can skip it and add the data later in My Company.
Data Security
All data entered during onboarding is stored locally. If you use cloud sync afterwards, synchronization runs through the provider you selected.