Getting started
Create your account, add your business details and find your way around.
- Create your Intralyn accountSign up free with your business name, your email and a password. Your workspace is ready right away, on the Free plan, with no card needed.
- Add your business detailsYour business name, email, phone, address and time zone appear on every invoice, quote and document. Set them once in Business settings.
- Add your logo and brand colorUpload your logo and pick your colors once in Business settings → Branding & documents. Every invoice, quote, receipt and document uses them.
- A quick tour of your workspaceWhere everything lives: the menu, search, the New button, your Home dashboard, and how to make the menu your own.
- Use Intralyn on your phoneIntralyn runs in your phone’s browser with the same account. You can add an icon to your Home Screen so it opens like an app.
- Import customers, vendors, products and sales from a spreadsheetBring your existing lists into Intralyn from a CSV file. You match the columns and see a preview before anything is saved.
- What Intralyn stores (and what it doesn’t)Intralyn keeps the details you type in: customers, invoices, quotes, documents, books and the rest. It doesn’t store files or keep copies of your documents, so download a PDF whenever you want your own copy.
Still stuck?
Email admin@intralyn.com and tell us what you were trying to do. We answer Monday–Friday, 9 a.m.–5 p.m. Central, excluding holidays.