Introduction
Welcome to Bukku — your simple, cloud-based accounting software designed to make business bookkeeping easy and stress-free! 🎉
Before you start recording your daily business transactions, let’s go through a few quick setup steps to make sure your records are accurate, organized, and ready to go.
Bukku helps you manage everything — from invoices and expenses to reports and bank transactions — all in one place.
Here’s what we’ll walk through, step by step:
🏢 Set Up Your Company Profile — Add your basic business details.
📘 Review Your Chart of Accounts — Understand and customize how your transactions are categorized.
👥 Add Your Contacts — Create your customer and supplier list.
📦 Add Your Products & Services — Build your item list for easy invoicing.
💰 Enter Opening Balances — Bring over balances if you’re migrating from another system.
Each step includes simple explanations and links for deeper learning.
🚀 Step 1: Set Up Your Company Profile
Before you can record transactions, you’ll need a company profile — after all, you can’t issue invoices or manage accounts without a company!
Add your business name, registration number, address, and contact details.
Navigate to: Control Panel → Company Profile
👉 Learn more: Setting Up Your Company Profile
✅ These details will automatically appear on your invoices, reports, and other documents — just like your company’s letterhead on every PDF transaction.
📘 Step 2: Review Your Chart of Accounts
A Chart of Accounts (COA) is a list of all the accounts used to record financial transactions in your accounting system. It serves as the backbone of that system, organizing every transaction into the right category (such as Sales, Expenses, or Bank).
Bukku provides a ready-made default COA for most businesses, but it’s good to review and adjust it to suit your needs — you can rename, add, or remove accounts anytime.
Navigate to: Accounting → Chart of Accounts
👉 Learn more: Managing Your Chart of Accounts
💡 Once you’re familiar with the basics, explore more in this collection:
🗂️ Related Collection: Chart of Accounts – Understand, structure, and manage your accounts in detail in Bukku.
✅ Once you’ve customized your COA, you’re ready to record transactions confidently — knowing your reports will stay accurate.
👥 Step 3: Add Your Contacts
Every sale or purchase needs a contact — a customer, supplier, or employee.
Without contacts, you can’t record transactions or issue invoices!If you have a large list of contacts, no worries! You can easily import them using the provided Excel template instead of entering each one manually.
Navigate to: Contacts
👉 Learn more: Creating a New Contact
💡 After setting up your contacts, explore more in this collection:
🗂️ Related Collection: Contacts – Learn how to create, update, and manage customer and supplier records, including branch contacts and Statements of Account.
✅ Once you’ve added your contacts, you’ll be able to record transactions easily and keep track of customer and supplier balances.
📦 Step 4: Add Your Products & Services
Add the goods or services you sell to customers or purchase from suppliers. This speeds up invoicing and helps you track sales and costs accurately.
If you have a large list of Products & Services, no worries! You can easily import them using the provided Excel template instead of entering each one manually.
Navigate to: Products & Services
👉 Learn more: Creating New Products & Services
💡 Once you’ve set up your items, explore more in this collection:
🗂️ Related Collection: Products & Services (Inventory) – Learn how to create, manage, and track your items, including pricing, inventory and cost calculations in Bukku.
✅ Once your items are added, your invoices and purchases will auto-fill with correct details — saving you time.
💰 Step 5: Enter Opening Balances (if applicable)
If you’re migrating from another accounting system, enter your opening balances — for bank accounts, inventory, customers, suppliers, and other accounts.
This ensures your new Bukku account starts with accurate figures.If you’re starting a new business and tracking everything in Bukku from the beginning, you can skip this step.
Navigate to: Accounting → Chart of Accounts → (…) beside +New → Opening Balance
👉 Learn more: Entering Your Opening Balance
💡 If you’re setting up Bukku through data migration instead of entering records one by one, explore this collection:
🗂️ Related Collection: Data Migration to Bukku - Plan, prepare, and import your past records for a smooth transition from another system.
✅ Once your opening balances are in, you’re fully ready to record your sales, purchases, and bank transactions in Bukku.
You’re Ready to Begin!
Now that your setup is complete, you can start recording your day-to-day transactions confidently.
Need help deciding what to do next? Check out these guides to continue your Bukku journey:
Sales, Purchases, or Bank? Start Recording Transactions with the Right Module - Learn which module to use for each type of transaction.
Control Panel & Tools – Manage your default settings anytime and explore more features in Bukku.
