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

  1. Run the downloaded .exe installer
  2. Follow the installation wizard
  3. Launch NkapBooks from the Start Menu or Desktop shortcut

3. Create Your First Company

When you first launch NkapBooks, you'll be greeted with a setup wizard:

  1. Company Name - Enter your business name
  2. Country - Select your country for tax and currency settings
  3. Fiscal Year - Choose when your financial year starts
  4. Currency - Confirm your primary currency
  5. 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:

  1. Click + New Customer
  2. Enter customer name and details
  3. Save the customer record

Create Your First Invoice

Ready to bill a customer?

  1. Go to SalesInvoice
  2. Click + New Invoice
  3. Select a customer
  4. Add line items (products/services)
  5. Click Save to save as draft
  6. Click Submit when ready to finalize

Next Steps

Now that you're set up, explore these features:

Getting Help

Stuck? Here's how to get help:

Keyboard Shortcuts

Speed up your workflow with these shortcuts:

ActionWindows/LinuxmacOS
New EntryCtrl + N⌘ + N
SaveCtrl + S⌘ + S
SearchCtrl + K⌘ + K
SettingsCtrl + ,⌘ + ,
UndoCtrl + Z⌘ + Z

Ready to dive deeper? Check out our complete documentation or explore specific features in the sidebar.