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Design and software studio

Getting started

Install, set up your company and find your way around.

  1. Getting started 1: Install Pop Books

    Download Pop Books for Mac or Windows and open it for the first time.

  2. Getting started 2: Activate

    Enter your licence key, or stay on Pop Books Free or the 14-day trial.

  3. Getting started 3: Create a company or switch in

    Start a new company, or bring your books from another app or a spreadsheet.

  4. Getting started 4: Set up a backup place

    Choose where backups go, make your 24-word recovery kit, and consider the optional Vault.

  5. Getting started 5: Import your bank

    Load a statement file from your bank and match each line.

  6. Getting started 6: Your first invoice

    Create, issue and get paid on an invoice.

  7. Getting started 7: Receipts

    Drop in a photo of a receipt and turn it into a bill or an expense.

  8. Getting started 8: Reports

    Find your profit and loss, balance sheet and who owes you.

  9. The Mac app: installing and updates

    How to install Pop Books on a Mac, the one-time warning, and what to expect when it updates.

  10. Contacting support

    How to reach support, what to include in a message, and what never to send.

  11. For instructors: assignments and grading without a cloud

    Hand out signed assignment files, collect signed submissions, check them against a locked answer key and export a gradebook.

  12. Getting started

    Set up a company, add your accounts and enter your first month.

  13. Getting started 9: Add people and devices

    Add a second person, a phone or a till, and pick what each can do.

  14. Learning accounting and tax preparation with Pop Books

    Work through the lessons in a practice company, check your work, ask for hints, and hand in assignments from your class.

  15. Licence, seats and updates

    One edition with every feature, sold by seats, with a year of updates that you can renew.

  16. Plain and Accountant view

    The two views show the same books with different words and columns.

  17. The free trial

    Try Pop Books for 14 days, and what happens when the trial ends.

  18. The Windows app: installing and updates

    How the Windows app installs and updates itself, and what has only been checked by automatic tests.

  19. Getting started 10: Getting help

    Where to look first and how to reach support.

  20. If you're stuck

    The ten most common snags, with a one-line fix for each, and where to get help.