Frequently asked questions
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Answers to common questions about using Atlas.
After signing up and verifying your email, you are prompted to create an organization and your first company. Enter your company name, base currency, and industry — Atlas generates a default Chart of Accounts automatically.
Yes. Atlas supports importing:
See the Quick Start Guides for migration paths from QuickBooks, Xero, Zoho Books, Sage, FreshBooks, and Wave.
Atlas works on the latest versions of Chrome, Firefox, Safari, and Edge. We recommend Chrome or Firefox for the best experience.
Atlas pricing is per organization with tiers based on the number of companies and users. Visit your billing settings at Settings > Billing to see your current plan.
Yes. Upgrades take effect immediately. Downgrades take effect at the end of your current billing cycle. Go to Settings > Billing > Change Plan.
Yes. New accounts get a 14-day free trial with full access to all features. No credit card required to start.
Atlas data is stored in encrypted PostgreSQL databases with row-level security (RLS) ensuring complete tenant isolation. Data is replicated across availability zones for redundancy.
Yes. Go to Settings > Data Export to download a complete archive of your data including:
Yes. Automated backups run continuously with point-in-time recovery. Backups are encrypted and stored separately from production data.
Only users you invite to your organization. Atlas uses role-based access control (RBAC) with six levels from Owner to Employee. See the RBAC & Permissions guide for details.
This depends on your subscription plan. Each company has fully isolated data with its own Chart of Accounts, transactions, and reports.
Yes. A user can have different roles in different companies. Switch between companies instantly using the company switcher in the sidebar.
Create matching "Due To/Due From" accounts in each company's Chart of Accounts. Record the transaction as a journal entry in both companies. Intercompany amounts are eliminated automatically in consolidated reports.
Yes. Most reports support toggling between accrual and cash basis. The default is accrual (revenue recognized when invoiced, expenses when billed).
Yes, if you have the Accountant role or above. Go to Accounting > Period Close, select the period, and click Reopen. This is logged in the audit trail.
A reversal entry is created with the same date, and both the original and void entries remain in the ledger. This preserves the audit trail — nothing is deleted.
Enable multi-currency in Settings, add your currencies, and Atlas handles exchange rates, realized gains/losses on payments, and unrealized gains/losses via FX revaluation. See the Multi-Currency guide.
Voided transactions cannot be un-voided. Create a new transaction with the same details. The audit trail preserves the history of the original and the void.