# Setting Up Your Account

Getting started with Missing Toolkit: Templates takes just a few minutes.

## Create your account

1. Visit the registration page and enter your name, email, and password
2. A team is automatically created for you — this is your workspace
3. You'll be taken to the dashboard

## Connect a data source

Before you can generate documents, you need to connect at least one data source.

1. Click **Team** in the sidebar (visible to team owners)
2. Go to the **Integrations** tab
3. Click **Connect to QuickBooks** (or your preferred data source)
4. Follow the OAuth authorization flow
5. Once connected, you'll see a "Connected" badge with your company name

## Configure your preferences

Under **Team > Settings**, you can:

- **Team name** — Update your team's display name
- **Date format** — Choose how dates appear in generated documents (e.g., MM/DD/YYYY, Month DD, YYYY)

The date format you select applies to all date fields in every document your team generates.