After registering, the setup assistant walks you through the most important company details. This data later appears automatically on your quotes and invoices, including the QR payment slip.
The four steps
- Company: company name, legal form and your trade.
- Address and contact: business address, phone, email and website.
- Payment and tax: your IBAN (it is checked, the bank is detected automatically), account holder, and the VAT details: liable for VAT yes/no, VAT number, standard rate and method (effective or net tax rate).
- Overview: check all details and save.
Use Zurück (Back) and Weiter (Next) to move between the steps. Use Später ausfüllen (Fill in later) to skip the assistant at any time and return to it through Einstellungen (Settings) later.
Good to know
- Without an IBAN, MeisterOffice cannot generate a QR payment slip. So enter it as early as possible.
- The VAT details drive the automatic calculation on quotes, invoices and in the VAT return.
- In the last step, you can voluntarily share anonymous benchmark prices. This improves the AI price suggestions for every business and can be changed at any time under Einstellungen, Datenschutz (Settings, Privacy).