Updated January 04, 2026
Complete Setup Checklist
This comprehensive checklist will guide you through the essential setup steps to get your EquiBillBook account fully configured and ready for use.
Account Setup (Section 1.1)
- ✓ Create your EquiBillBook account
- ✓ Verify your email address
- ✓ Set up a strong password
- ✓ Complete your user profile
- ✓ Familiarize yourself with the dashboard
Organization Configuration (Section 1.2)
- ✓ Set up organization details (business name, type, etc.)
- ✓ Upload your business logo
- ✓ Configure business address and contact information
- ✓ Set up GST number and tax details
- ✓ Configure financial year settings
- ✓ Set currency and regional settings
- ✓ Configure multi-branch setup (if applicable)
Initial Setup Tasks (Section 1.3)
- ✓ Complete the setup checklist (you're here!)
- ✓ Import data from other software (if needed)
- ✓ Set up opening balances for accounts
- ✓ Configure user permissions and roles
- ✓ Understand and activate required modules
Module-Specific Setup
Depending on your business needs, complete setup for:
- ✓ Sales Module: Configure invoice numbering, payment terms, tax settings
- ✓ Purchase Module: Set up purchase numbering, vendor payment terms
- ✓ Inventory Module: Enable stock tracking, set up item categories, configure units of measurement
- ✓ Accounts Module: Set up chart of accounts, configure accounting periods
- ✓ Banking Module: Add bank accounts, set opening balances
- ✓ Restaurant Module: Configure tables, floors, booking settings (if applicable)
Data Entry
- ✓ Add customers and their details
- ✓ Add suppliers and their details
- ✓ Create items/products with pricing and tax information
- ✓ Set up opening stock (if using inventory)
- ✓ Configure payment methods
Settings & Preferences
- ✓ Configure invoice templates
- ✓ Set up email/SMS/WhatsApp notifications
- ✓ Configure online payment gateways (if applicable)
- ✓ Set up backup and security settings
- ✓ Customize display and print settings
Testing & Verification
- ✓ Create a test invoice to verify settings
- ✓ Test payment recording
- ✓ Verify tax calculations
- ✓ Test report generation
- ✓ Verify email/SMS notifications are working
Quick Setup Tips
- Start Small: Don't try to configure everything at once. Start with the essentials and add more features as needed.
- Use Templates: EquiBillBook provides default templates that you can customize later.
- Import When Possible: If you have existing data, use the import feature to save time.
- Test Before Going Live: Create test transactions to ensure everything works as expected.
- Get Help: Don't hesitate to contact support if you need assistance during setup.
Priority Setup Order
- Day 1: Account setup, organization details, basic settings
- Day 2: Add customers, suppliers, and items
- Day 3: Configure modules you'll use, set up opening balances
- Day 4: Test transactions, verify calculations, customize templates
- Day 5: Train users, set up permissions, go live!
What's Next?
After completing this checklist:
- Review the Importing Data from Other Software guide if you need to migrate existing data
- Learn about Setting Up Opening Balances for accurate financial reporting
- Configure User Permissions to control access
- Understand Module Activation to enable the features you need
Congratulations! Once you've completed this checklist, your EquiBillBook account will be fully set up and ready for daily operations.