Set Up Your Company Profile

This is the very first thing to do after signing up — it takes about five minutes and unlocks the rest of Biznsbook.

1. Enter your company details

1. Go to Management → Company profile.
2. Enter your company name, address, and contact details — these appear on invoices and other printed documents.
3. Upload your logo — it's used as the header on documents you send customers and suppliers.

2. Set your currency and fiscal year

1. Set your base currency.

   :::warning This can't be changed later without contacting support Double-check it before moving on. :::

2. Set your fiscal year start month — this defines your reporting periods.

3. Add your banks (optional)

If you're using Accounting, go to Management → Banks and add the accounts you'll use for payments, cheques, and receipts. You can skip this and come back to it any time.

Next step

Choose and enable your modules

Turn on Inventory, Sales, Purchase, and anything else your business needs.