The order of setup matters in Bizuno. Some things — most importantly your chart of accounts and default currency — have to be right before you enter any transactions, because they anchor every journal entry that follows. Follow this checklist top to bottom.Important: Do not record any sales, purchases, or journal entries until steps 1 and 2 are complete. If you do, you may have to delete entries and start over.

Step 1 — Chart of accounts and default currency #

Where: Gear icon (top bar) → Admin → Business → Accounting tab.

Bizuno ships with a generic chart of accounts. You can use it as-is, edit it, or import a different one. For Ridgeline Cycles (our running bike-shop example), a typical retail-and-assembly chart would include accounts for Cash on Hand, Bank Checking, Accounts Receivable, Inventory – Complete Bikes, Inventory – Parts, Inventory – WIP (for custom builds), Accounts Payable, Sales Tax Payable, Sales – Bikes, Sales – Parts, Sales – Service, COGS, and the usual operating-expense accounts.

Set your default currency (USD for most US shops) and your fiscal year start in the same screen.

Step 2 — Business information #

Where: Gear icon → Admin → Business → General tab.

Fill in your legal business name, DBA (if different), address, phone, email, logo image, tax ID / EIN, and default country. These values print on invoices, purchase orders, statements, and email headers.

Step 3 — PhreeSoft account link (optional but recommended) #

Where: Gear icon → Admin → Business → PhreeSoft tab.

Linking your PhreeSoft account unlocks the Biz School, extensions marketplace, and hosted mail delivery. You can skip this and come back to it later.

Step 4 — Sales tax and purchase tax #

Where: Gear icon → Admin → PhreeBooks → Sales Tax and Purchase Tax tabs.

Add every tax authority you collect or pay — state sales tax, county tax, any special district taxes. Each authority gets a rate and the GL account the tax posts to (usually Sales Tax Payable for sales and a prepaid or expense account for purchases).

Step 5 — Users and roles #

Where: Gear icon → Admin → Users.

Add a user record for every person who needs to sign in, and assign them to the right role group (Admin, Sales, Inventory, etc.). Each role has its own permissions — you don’t want the front-counter sales team able to void a bank reconciliation.

Step 6 — Default form templates #

Where: Tools → Reports/Forms.

Review the default Quote, Sales Order, Invoice, Purchase Order, and Statement templates. At minimum, upload your logo and double-check that your address shows up in the header. You can fully restyle templates later; the defaults are fine to start with.

Step 7 — Customers and vendors #

Where: Customers → Manager · Vendors → Manager.

Add at least one test customer and one test vendor so you can run through the end-to-end flow. For the Ridgeline Cycles example you might add:

• Customer: Mariela Ortiz (walk-in retail buying a new gravel bike).
• Vendor: Pacific Cycle Components (component wholesaler).

You’ll add the rest as they walk in or send their first invoice.

Step 8 — Inventory #

Where: Inventory → Manager, or Tools → Import/Export for bulk import from a CSV.

Add the items you carry. For Ridgeline Cycles you’d have three broad buckets:

• Complete bikes (SKUs like RC-GRAV-58, RC-ROAD-56).
• Parts and components (SKUs like SH-105-R7100, CN-CHAIN-11SP).
• Assembly items for custom builds (SKUs like BUILD-GRAV-CUSTOM — see the Assembly article in the Inventory category).

Import from a CSV if you’re coming from another system; it’s much faster than typing each item.

Step 9 — Opening balances #

Where: General Ledger → General Journal.

If you’re migrating from another accounting system, post one journal entry dated the day before your Bizuno go-live date to carry over your opening balances (bank accounts, AR, AP, inventory, equity). Your accountant can usually hand you this entry as a trial balance.

Step 10 — Pilot a full cycle #

Before relying on Bizuno in production, run one complete cycle end-to-end on a real day’s work: create a quote → convert to a sales order → invoice → receive payment → reconcile the bank. If each step prints and posts correctly, you’re set.

Checklist (printable) #

• [ ] Chart of accounts and default currency set
• [ ] Business information filled in
• [ ] PhreeSoft account linked (optional)
• [ ] Sales tax and purchase tax rates added
• [ ] Users and roles configured
• [ ] Form templates reviewed
• [ ] At least one customer and one vendor added
• [ ] Inventory loaded (manually or by CSV import)
• [ ] Opening balances posted
• [ ] Full cycle pilot completed

Where to go next #

Set up your own preferences under Your user profile & preferences, then learn the dashboard in Using the dashboard.