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.

AI Assistant

Connect an AI assistant to your books, choose what it can see, and stay in control.

Bokeping Basics

Bookkeeping concepts, without the jargon.

Troubleshooting

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