Common First Actions on Bookkeeper

What this is for:
These are basic setup actions most users complete when they first start using Bookkeeper.
They help ensure your company information and access details are correct before daily use.

Update your company name and details

What this is for:
This ensures your business name and address appear correctly on invoices and reports.

Open Business Details

1. From the left-hand menu, click Settings
2. Click Business Details

Update details

1. Review the Business name
2. Update the Address if required
3. Click Update

Change your password

What this is for:
Changing your password helps keep your account secure.

Open user profile

1. Click your name or profile icon
2. Select Change password

Update password

1. Enter your current password
2. Enter your new password
3. Click Update

Set basic defaults

What this is for:
Defaults help reduce the amount of information you need to enter each time you create invoices or receipts.

Open Settings

1. From the left-hand menu, click Settings

Review common defaults

Depending on your setup, you may see options such as:

• Default currency
• Default bank account
• Default payment terms

Update any values if required, then click Update.

Detailed setup options are covered in separate guides.

Review your Chart of Accounts

What this is for:
The Chart of Accounts is the list used to organise income, expenses, assets, and liabilities.

Open Chart of Accounts

1. From the left-hand menu, click Chart of Accounts

Review accounts

• Scroll through the list
• Confirm the main accounts exist (e.g. Bank, Cash, Sales, Expenses)

No changes are required at this stage unless instructed.

Detailed guidance on adding or editing accounts is available in a separate guide.

Add or review bank and cash accounts

What this is for:
These accounts are used when recording customer payments and expenses.

Open Bank Accounts

1. From the left-hand menu, click Bank Accounts (or Cash Accounts, if applicable)

Review accounts

• Ensure at least one bank or cash account exists
• Confirm the account name matches how you receive money

Notes

• You do not need to complete everything at once.
• Most items can be updated later if needed.
• If you are unsure about any setting, leave it unchanged and continue using the system.