Getting Started
Get up and running with NkapBooks in minutes
Getting Started with NkapBooks
Welcome to NkapBooks! This guide will help you get up and running with modern accounting in just a few minutes.
What is NkapBooks?
NkapBooks is a free, open-source accounting software designed for small and medium businesses. It offers:
- Simple, Beautiful Interface - No accounting degree required
- Offline-First - Works without internet, your data stays on your device
- Cross-Platform - Available for Windows, macOS, and Linux
- Double-Entry Accounting - Industry-standard financial tracking
- Point of Sale - Built-in POS for retail businesses
Quick Start
1. Download NkapBooks
Download the latest version for your operating system:
2. Install the Application
- Run the downloaded
.exeinstaller - Follow the installation wizard
- Launch NkapBooks from the Start Menu or Desktop shortcut
- Open the downloaded
.dmgfile - Drag NkapBooks to your Applications folder
- Open NkapBooks from Applications
- If prompted, click "Open" to confirm you trust the application
For AppImage:
chmod +x NkapBooks-*.AppImage
./NkapBooks-*.AppImage
For Debian/Ubuntu:
sudo dpkg -i nkapbooks_*.deb
For Fedora/RHEL:
sudo rpm -i nkapbooks-*.rpm
3. Create Your First Company
When you first launch NkapBooks, you'll be greeted with a setup wizard:
- Company Name - Enter your business name
- Country - Select your country for tax and currency settings
- Fiscal Year - Choose when your financial year starts
- Currency - Confirm your primary currency
- Chart of Accounts - Select a template that matches your business type
Click Create and you're ready to go!
Your First Steps
Once your company is set up, here are the first things you should do:
Set Up Your Accounts
Navigate to Chart of Accounts and review the default accounts. You can:
- Add new accounts for specific needs
- Rename accounts to match your terminology
- Organize accounts into groups
Add Your Customers
Go to Customers and add your customers:
- Click + New Customer
- Enter customer name and details
- Save the customer record
Create Your First Invoice
Ready to bill a customer?
- Go to Sales → Invoice
- Click + New Invoice
- Select a customer
- Add line items (products/services)
- Click Save to save as draft
- Click Submit when ready to finalize
Next Steps
Now that you're set up, explore these features:
- Creating Invoices - Detailed guide on invoicing
- Point of Sale - Set up your retail counter
- Financial Reports - Understand your business health
- Backup Your Data - Keep your data safe
Getting Help
Stuck? Here's how to get help:
- Documentation - Comprehensive guides and tutorials
- GitHub Discussions - Ask questions and share ideas
- Telegram Group - Chat with the community
- GitHub Issues - Report bugs
Keyboard Shortcuts
Speed up your workflow with these shortcuts:
| Action | Windows/Linux | macOS |
|---|---|---|
| New Entry | Ctrl + N | ⌘ + N |
| Save | Ctrl + S | ⌘ + S |
| Search | Ctrl + K | ⌘ + K |
| Settings | Ctrl + , | ⌘ + , |
| Undo | Ctrl + Z | ⌘ + Z |
Ready to dive deeper? Check out our complete documentation or explore specific features in the sidebar.