The first step in getting started with AND CO is to sign up via and.co and select Start Free
If you are already a member simply select > Login
Once you have selected to Start Free, you can select to sign up using your Facebook, Google and even Fiverr accounts or continue with email and enter in your details.
To enter in your details, you will be asked to enter in name, email and set up a password. You can also select or change your location/country.
Once you have selected > Join, you will be asked to review and agree to AND.CO terms of service.
View AND CO Terms
Once you have reviewed and accepted AND CO Terms of Service, you will be taken into your account for the first time!
Watch the video and click "Let's Go!" to enter your account.
Feel free to select from one of the actions at the top of the screen to get started.
A pop -up will also appear to direct you around the web page, showing you where to find key features like Creating Invoices and Chatting with your COs!
You may also receive a verification email, be sure to verify your email address to finalize the set up of your AND.CO account. You can select to resend the email from the in app notification
Welcome to the "My Desk" tab, where you'll find all your to-do's, tasks, reminders, outstanding totals, contracts pending, revenue, transactions that need to be filed (if you have a connected bank account), invoice due notifications and more!
Feel free to create Invoices, Proposals and Contracts, Time Tracking, income and expenses, tasks and more via the create tab top right
You can also select these actions from the left hand menu bar
Clicking on Settings top right, to set up your main account settings
Select > Settings
Select > Complete Account Set up to set up your profile settings. You can add a profile photo and set up your business details
Select next to add business information such as business name, address and location/ timezone
Select next to add your business logo and custom branding settings
You can also access these settings via the settings tab top right plus much more
The settings tab allows you to set up your main account settings such as
Set up and customize your business settings
default Invoice Settings
Set up and manage online payment options and connect to your preferred payment gateway.
Stripe Payment Gateway
PayPal Payment Gateway
Integrate and connect to one of our App Partners, connect your Bank account as well as import data and configure your calendar.
Expense Tracking - Synch Bank Account & Track Expenses Automatically (US, CAD & UK users only)
Connect To Slack - Alerts On Everything & Chat With AND CO Support
Connect To Zapier - Connect Any App With AND CO & The Other Way Around
Connect To Shopify - Import Income From Shopify Sales Into AND CO
Connect Your Calendar - Show Deadlines, Due Dates & More On Your Calendar
Import Data - Import Expenses, Income & Clients Into AND CO
Main account settings such as account username, email, password and Facebook Log In details.
Log in with Facebook
Log in with Google
Log in with Fiverr
Configure your app notifications
Check out our AND.CO FAQ Center as well as these articles on how you can get started with your AND CO Account!
💌 Please reach out to your friendly CO's via the Chief Operator tab in the app should you have any questions or concerns. 💌