--- title: "Your first 7 steps at Helcim: an onboarding guide" slug: "helcim-onboarding-guide" updated: 2026-08-07T17:18:35Z published: 2026-08-07T17:18:35Z canonical: "learn.helcim.com/helcim-onboarding-guide" --- > ## Documentation Index > Fetch the complete documentation index at: https://learn.helcim.com/llms.txt > Use this file to discover all available pages before exploring further. # Your first 7 steps at Helcim: an onboarding guide Just signed up with Helcim and don’t know where to start? No problem! We’ve made this guide for you to learn how to **set up your Helcim account**. We’ll cover all the essential steps, from linking a bank account to taking your first test payment. [First steps: the Helcim onboarding guide](https://demo.helcim.com/showcase/embed/cmh6uo324006r3e0i9dlwgieq?embed_v=2&utm_source=embed) ## How to use this guide --- Here are some tips on how to make the most of this onboarding guide. - **The guide is designed to be followed in order**, but you don’t have to. If you’d like, you can pick and choose chapters that matter most to you. - **Go at your own pace.** The time it takes to set your account up will depend on your business. You can go through the whole guide in a few days, or continually come back to it as you integrate with Helcim! - **It helps to have your own Helcim account open.** Ideally, in a separate window on your computer. You can log in through [this link](https://hsso.helcim.com/login?from=https://dashboard.helcim.com/). | ![](https://cdn.document360.io/4e721329-1a9d-4ef0-8d2f-497e0c1f185a/Images/Documentation/chat.png) | **Help us make things better.** [Fill out this form](https://www.surveymonkey.com/r/38CMFXW) to let us know how we did with this onboarding guide. | | --- | --- | ## Additional resources --- Wondering what to learn next? Here are some Learn articles you might find helpful as you start taking live sales. --- ### Taking payments - [**Helcim POS app.**](/v1/docs/what-is-the-helcim-pos) Learn how to turn your mobile device or tablet into a POS with the Helcim app. - [**Helcim Smart Terminal.**](/v1/docs/what-is-the-helcim-smart-terminal) Learn how our all-in-one, in-person payment terminal works. - [**Virtual Terminal.**](/v1/docs/what-is-the-helcim-virtual-terminal) Learn how to take credit card payments over the phone. - [**Invoicing.**](/v1/docs/what-is-helcim-invoicing) Learn how to create invoices and collect payment on them. - [**Recurring Payments.**](/v1/docs/what-are-helcim-recurring-payments) Learn how to set up a subscription service. - [**Helcim Fee Saver.**](/v1/docs/what-is-helcim-fee-saver) Learn how to add surcharges or convenience fees during checkout, so you can save on processing fees. --- ### Funding and fees - [**How long does funding take?**](/v1/docs/bank-deposit-timelines-helcim) Learn how long it typically takes to receive a bank deposit after a day of sales. - [**What are gross and net deposits?**](/v1/docs/how-deposits-work-helcim) Learn why Helcim withdraws fees as a separate transaction. - [**Understanding Helcim’s fees.**](/v1/docs/fees) Learn about how Helcim’s transparent pricing model works, and how to manage your fees. --- ### Organizing your products - [**Add and edit products.**](/v1/docs/add-edit-products) Start your product catalogue by learning how to add a saved product listing. - [**Import products and services.**](/v1/docs/import-products-services) Migrating from another system? Import your existing products or services into Helcim. --- ### More business setup - [**Go deeper on taxes.**](/v1/docs/manage-your-taxes) Learn about tax exempt products and working with tax regions. - [**Change your business addresses.**](/v1/docs/managing-addresses) Make sure the address you display on your invoices and receipts is correct. - [**Add custom employee roles.**](/v1/docs/creating-custom-employee-roles) Build custom permission profiles for your employees. --- ### Use Helcim with other tools - [**Integrate Helcim with QuickBooks Online.**](/v1/docs/integrate-with-quickbooks-online) Learn how to connect your QuickBooks Online invoices to Helcim for payments. - [**Integrate Helcim with Xero.**](/v1/docs/integrate-helcim-with-xero) Learn how to connect your Xero invoices to Helcim for payments.