> For the complete documentation index, see [llms.txt](https://docs.mosofin.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.mosofin.com/start-here/create-your-first-data-flow.md).
# Set up your first workspace
A workspace keeps its authorized financial data, agents, skills, API tool permissions, and activity history separate from your other workspaces. A workspace can contain up to five authorized QuickBooks entities from the QuickBooks source type.
## Create or choose a workspace
1. Open the workspace switcher at the top of the sidebar.
2. Choose an existing workspace, or select **New workspace**.
3. Give the workspace a name that clearly identifies the client or company.
4. Open the workspace and confirm its name before connecting data.
If your account has no workspaces, MosoFin shows **Create your first workspace**. You can also manage all memberships from **Account settings > All workspaces**.
## Connect QuickBooks
1. From the workspace sidebar, select **Data sources**.
2. Open the QuickBooks connection card and select **Connect**.
3. Complete the Intuit authorization flow and choose the correct QuickBooks company.
4. Return to MosoFin and confirm that the source shows a live connection.
You can authorize up to five QuickBooks entities in one workspace. Every new workspace has its own separate five-entity allowance.
> **Note:** The connection is read-only. MosoFin uses it to retrieve financial data for permitted questions and skills; it does not post transactions or change the books.
## Check the workspace
Open **Home** after connecting. The workspace overview should show the connected source, any available agents, governed tool count, and recent activity. If the source needs attention, MosoFin displays a reconnect status.
Next, [navigate your workspace](/start-here/supported-data-formats.md).
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
```
GET https://docs.mosofin.com/start-here/create-your-first-data-flow.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.