Creating your first book

To create your first book press the ‘+’ button at the top right of the books list screen.

The program will prompt you to enter the start date for the financial year that the book is for.

Screen: Book Details

The program highlights important fields with a yellow bar to indicate that you need to enter something into the fields.

Each book in the Bookkeeping program is for a single business. The Bookkeeping program can have multiple books so you can keep books for multiple businesses.

Bookkeeping3 had a separate book for each financial year. Bookkeeping Pro does not do this. Instead there is a single book for all financial years for a particular business.

You should enter the Company Name that the book is for. This name is used when creating invoices, quotes, orders, and reports.

If you enter the Book Name and it matches the Company Name then both the Book Name and Company Name will be updated. If the Book Name and Company Name are different then changing the Book Name will not change the Company Name.

The book name should also be set to something that makes it easy to identify the purpose of the book. In most cases having both the book name and the company name the same is acceptable.

Other information that you might want to set at this time is the “Accounting Method”, and the company address and contact details.

You can also set a 4 digit pin code if you wish to protect the book from casual access by anyone with access to your device.

If you want to have your company logo on invoices, quotations, and purchase orders then you can import your company logo by pressing the camera button next to the "Company Logo" field.

If you wish to use the multi-currency capabilities of the Bookkeeping program then you need to assign the local currency on this screen. Press the blue disclosure button next to the "Local Currency" field to select the local currency. If your local currency is not listed then you can create it by pressing the "+" button. The local currency is the currency that is used for the balance sheet and profit & loss statement. It cannot be changed later.

Once you have entered the necessary information you should press the “Back Button”. In this case the “Back Button” will return you to the main menu for the book.