Basic Setup

We customize your bexio account and take care of your default settings and banking.


Basic Setup • B1

With our basic setup, we customize your bexio account, store your logo and letterhead, and take care of your document settings. In addition, we define your master data and set up your banking.

Content of this service

  • Create bank account and link for automated reconciliation
  • Save basic VAT settings
  • Set up QR Invoice
  • Set up all documents (logo, fonts, etc.)
  • Create contact categories
  • Create product units
  • Create payment conditions
  • Settings of all documents
  • Invite trustee
  • Check all data and settings


The basic setup does not include product training

CHF 220.-
Package price Book service now


We are here for you. Contact us via e-mail [email protected] or phone 071 552 00 61