BillbookHelp
Getting started

Set up your business

The first fifteen minutes. Name the business, get accounts that suit your trade, add your logo and bring in the people who help.

  1. Fresh or moving
  2. Your business
  3. Your trade
  4. Your look
  5. Your people

Billbook asks one question per screen, and only what it can't work out. Your financial year, time zone and start date are set for you, and GST registration comes from your ABN.

What does setup ask?

  1. Choose Start fresh, or Move my books to Billbook if you're coming from other software.
  2. Enter your Business name and ABN.
  3. Tick Registered for GST if you are.
  4. Tell Billbook what you do, so your accounts suit your trade.
  5. Add your logo and colour for your invoices and quotes.
  6. Invite your accountant with Invite them, then choose Finish.

No ABN yet?

Carry on without one. Your invoices can't be tax invoices until it's in.

Can I finish setting up later?

Yes. Every step after the first three has Skip for now. What's left shows on your home page under Finish setting up, and Pick up where I left off takes you back.

Hid the list? Open Settings and choose Show on home page.

How do I change my business details later?

Open SettingsBrand & invoices, make your changes and choose Save brand. Every invoice from then on uses them.

Next

Send your first invoice and get paid

Make an invoice, approve it, email it to your customer and record the payment when it lands.

Bring in your bank transactions, and reconcile them

Add your bank account, import a statement from your internet banking and match every line to your books.

Something wrong on this page? Tell us

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Overview

How to get things done in Billbook, for business owners and their staff.

Find your way

Where everything lives. The menus along the top, the New button, search with ⌘K, your home page and the menus on a phone.

On this page

What does setup ask?Can I finish setting up later?How do I change my business details later?Next