How can we help?

New to Bokeping?

Follow the essentials, or use the first-day checklist.

1. 01Create your companySet up your books→
2. 02Connect your bankBring in bank activity→
3. 03Send your first invoiceStart getting paid→
4. 04Invite your accountantWork together→

Help with everyday situations

Start with what happened. Find the next step.

• A customer paid before I invoicedRecord and apply a deposit→
• I paid a supplier before the billKeep and apply a vendor advance→
• I need to return an overpaymentCheck and record the refund→
• A bank transaction appears twiceCheck before posting it again→
• Should this be a bill or an expense?Choose the right purchase record→
• My profit and bank balance differUnderstand where the money went→

Browse by topic

Practical guidance for every part of your books.

Getting Started

Create your account, set up a company, and bring your books across.

Banking

Bank transactions, statement reconciliation, and deposits.

Sales & Receivables

Invoices, payments received, and customer credits.

Purchases & Expenses

Bills, payments made, and everyday business expenses.

Contacts

Customers and vendors used across sales, purchases, and payments.

Products & Inventory

Items, opening stock, and inventory quantities.

Accounting

Chart of accounts, opening balances, and month-end review.

Reports

Financial statements, outstanding balances, and report differences.

Settings

Company details, team access, tax settings, and payment methods.

Account & Billing

Your personal security, Pro trial, and subscription.

Bokeping Basics

Bookkeeping concepts, without the jargon.

Troubleshooting

Find a problem and follow its guide in the right module.