Set up your business books

Choose how your business starts in VunaBooks: as a new business, with Live Migration, or with Opening Balances.

After you verify your email, VunaBooks asks how your business is starting. The choice decides where VunaBooks takes you next.

Choose how your business is starting

On Set up your business books, choose one option and select Continue.

Select the information button next to an option to read more about it before you choose.

New Business

Choose this if the business is starting from scratch, with no earlier stock or balances to bring in.

After you select Continue, VunaBooks opens your dashboard and you can start trading.

Live Migration

Choose this if the business is already trading and you can't stop to count all your stock first. You keep selling while you count and add your existing stock over time.

After you select Continue, VunaBooks opens the Live Migration workspace.

Live Migration is only available for businesses that track inventory. If it isn't available, enable Inventory in Settings first.

Opening Balances

Choose this if your stock is already counted and your opening figures are ready: money, stock, amounts customers owe you, and amounts you owe.

After you select Continue, VunaBooks asks how far back your reports should start, then helps you enter your opening position.

Skip setup and continue later

Select Skip setup if you aren't ready to choose. VunaBooks warns that your dashboard and reports may be incomplete until setup is finished. Select Skip anyway to continue, or Continue setup to go back.

To finish later, select Continue business setup in the Finish business startup reminder on your dashboard. You can also go to Accounting and open Opening Balances.