Getting Started

First steps

Your first day in Bokeping

A practical setup checklist and a map of the tools you will use most.

Create your Bokeping account

Sign up, verify your email, and choose how to get into your books.

Create your first company

Create a separate set of books and review your company details.

Import & migration

Prepare your records for import

Move supported records and bank activity without duplicating your books.

Start Bokeping in the middle of a year

Choose a cutover date and avoid overlapping imports, opening balances, and bank activity.

Recover a failed or partial import

Read import outcomes, correct only the missing records, and avoid duplicating successful rows.