What a new person sees the first time they open Haruno on Windows. A welcome screen, signing in through the browser, a QuickBooks step, and what Skip for now does.
Mac appNot availableThe Mac app has no welcome screen. You sign in from the account row or Settings, and an empty Portfolio offers Add company.
Windows appAvailable
The first time you open Haruno on Windows, a welcome screen asks you to sign in. It has two steps: sign in, then connect QuickBooks. You can skip both and do them later.
When you see it
Haruno shows the welcome screen when you start the app and you are not signed in. It shows it again if you closed the app half way through the setup. Once you are signed in and have pressed Finish, the app opens straight onto Chat.
Step 1: sign in
The welcome screen. The language choice in the corner changes the words on this screen at once.
Press Sign in with browser
Haruno opens your web browser on the Haruno sign-in page. The screen says Waiting for the browser… while it waits. Cancel sign-in stops waiting.
Sign in, or create your account, in the browser
You do this on the web page, not in the app. Haruno connects by itself when you are done.
Come back to Haruno
The screen now says Signed in as and your email address, and a Continue button appears. If the sign-in did not finish, the screen says Sign-in didn't complete. Try again.
Step 2: connect QuickBooks
QuickBooks is the accounting program many customers keep their books in. This step is about linking the companies in your QuickBooks to your Haruno account.
The QuickBooks step for a new account with no company linked yet.
What you can do on this screen:
See what is already linked. The card says whose companies they are: your personal organization, or your organization's name. Each company has a line under it, such as Last synced with a date, Not synced yet, or a note that QuickBooks needs you to sign in to that company again. An archived company shows an Archived tag.
Connect a company. Press the green Connect to QuickBooks button. Your browser opens a Haruno page that takes you to QuickBooks' own sign-in page. Approve the company there. The browser then says nothing is connected yet. Open the Haruno dashboard and confirm adding the company. The screen then says the company is connected. To add another, press the button again.
Manage the companies.Manage on dashboard opens the Haruno dashboard in your browser, where companies are renamed or disconnected.
Go back or finish.Back returns to the sign-in step. Finish closes the setup, even if you linked no company.
Connecting is not the same as adding to the Portfolio
This step only links the company to your account. Haruno reads a company's books once you add it to the Portfolio with Add company ▸ From QuickBooks.
When there is no Connect button
A member of an organization who is not an administrator sees the list and a line saying that an administrator adds QuickBooks companies. If the account is not allowed to link real companies, the screen says so and offers no button. In both cases Finish still works.
Skip for now
Skip for now is at the bottom of both steps. It asks Are you sure? and offers Continue setting up or Yes, skip for now.
The question that follows Skip for now.
If you skip without signing in, the app opens but you cannot chat yet. Chat shows Sign in to start chatting. with an Open Settings button. The sign-in button is the Account row on the General tab of Settings. The next time you start Haruno without being signed in, the welcome screen comes back.
The skip box names the Account row differently
The box says to sign in from Settings ▸ Account and license. In Settings that row is called Account and sits on the General tab.
What the setup does not ask
It does not ask for a project name or a folder. You choose those later in the app, from the project name in the menu bar or with File ▸ Open Folder….
What to tell a customer
They need a Haruno account. They sign in or create one in their browser, which takes a minute or two.
They can skip the QuickBooks step and connect a company later from the dashboard or from Add company ▸ From QuickBooks.
The welcome screen is available in English, Japanese, Traditional Chinese and Arabic.