First Steps

The goal of your first week in Eclipse is not to perfect every setting. It is to get one clean accounting loop working end to end.

Use Finish setup in the sidebar to track these steps without covering the dashboard. Expand it for quick links, or open Settings → Preferences to review the detailed checklist and restore it after hiding it.

Step 1: Finish the basics

Confirm the settings that affect every screen:

business name
time zone
currency
invoice defaults and branding if you plan to bill customers from Eclipse

The Settings home also has an owner command center for company setup, team access, lists, tools, billing, audit, integrations, and tax readiness. Open All lists when you need chart of accounts, products and services, recurring transactions, attachments, custom fields, payment methods, classes, or customer/vendor lists. Open Import & Export when you need CSV templates, connected-source readiness, import preview and validation, exports, migration tools, or the related audit trail.

General CSV imports accept files up to 5 MB and 5,000 rows and require permission for the selected area. Imported records and category mappings stay in the active company. A chart-of-accounts CSV adds accounts without deleting the existing chart; duplicate or invalid rows appear in the import results for review.

Vendor CSV imports accept up to 500 rows in a 1 MB file and may report a mix of successful and failed rows. Referenced expense categories must already belong to your organization. Leave Tax IDs out of the CSV and collect them through the vendor W-9 workflow, which does not store the full identifier.

Step 2: Connect your operating accounts

Set up Plaid bank feeds first so Eclipse can pull in real cash activity. If you also use a sales channel integration, connect only the most important one first.

Step 3: Review imported activity

Once the first sync finishes, open the dashboard and banking areas and look for:

transactions that need categorization
sync blockers or stale connections
missing receipts
duplicate or confusing expense entries

Step 4: Clean up one complete workflow

Choose one of these and take it all the way through:

add and categorize an expense with a receipt
create and send an invoice
review imported bank activity and approve the correct categorization
open a report and confirm the numbers match expectations

Step 5: Decide what you want Eclipse to own

Some teams use Eclipse mainly for bookkeeping and reporting. Others also use invoicing, receivables, or sales-channel sync. Decide which workflows should live here first so the rest of your setup stays focused.

What to Learn Next

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