Create a book
Updated over a week ago

Create an empty book

  1. Sign in to Bkper.

  2. Go to the the Books page.

  3. Click 'New Book (+)' at the top of the page.


Create a book from a template

  1. Sign in to Bkper.

  2. Go to the Books page.

  3. Choose a template (Business General Ledger or Personal finances) at the top of the page.

  4. Then, click 'View book template' button.

  5. The newly created book is immediately ready for use. Proceed to rename the book by clicking on the name, manage the settings and the accounts to fit your situation.

All templates come with sample accounts for that particular purpose and you can change all those accounts and groups as you wish.

Did this answer your question?