Manual/ Getting Started

Getting Started

This guide takes you from a brand-new account to a fully set-up business with branches, staff and your first transaction. Plan to spend about 15 minutes.

On this page

  1. Where to access the app
  2. Create your account
  3. Log in
  4. Reset your password
  5. Set up your first business
  6. Add a branch
  7. Invite your team
  8. A quick tour of the app
  9. What to do next

Where to access the app

You can use MyBookKeepHub in three ways. All three connect to the same data — start a sale on your phone, finish a report on your laptop.

  • Web browser — go to app.mybookkeephub.com on any computer or phone.
  • Android app — install from Google Play (search "MyBookKeepHub").
  • iOS app — install from the App Store.
Tip On a phone, the web app works perfectly in Chrome or Safari. The mobile app simply gives you faster startup and an icon on your home screen.

Create your account

You only need to create an account once, even if you run several businesses. Each account can manage many businesses.

  1. Open app.mybookkeephub.com and click Sign up (or open the mobile app and tap Create account).
  2. Enter your full name, email address and phone number.
  3. Choose a strong password (at least 8 characters, mixing letters and numbers).
  4. Read and accept the terms of use, then tap Create account.
  5. Check your email for a verification link and click it. Your account is now active.
Important Use an email address you actually check. Password resets, payment receipts and important notifications are sent there.

Log in

MyBookKeepHub login screen with email and password fields
The login screen — enter your email and password to access your books.
  1. Open the app or browser and click Log in.
  2. Enter your email address and password.
  3. Tap Log in. You'll land on your dashboard.

Sessions last 24 hours — after that you'll be asked to log in again. This protects your data if your phone is lost or stolen.

Reset your password

If you've forgotten your password:

  1. On the login screen, click Forgot password?
  2. Enter the email address registered to your account.
  3. Open the email we send you and click the reset link.
  4. Enter a new password (twice) and submit.
  5. Log in with the new password.

The reset link expires after 1 hour. If it expires, just request another one.

Set up your first business

A "business" is the top container for all your records — sales, expenses, payroll, reports. The first time you log in, you'll be prompted to create one.

Add Business form with name, currency and logo fields
Creating a business — choose its name, currency and (optionally) upload a logo.
  1. From the prompt (or from Businesses → Add Business), enter your business name.
  2. Choose your currency (e.g. UGX, KES, NGN, USD). All amounts in this business will be displayed in this currency.
  3. Pick the type of business (retail, services, restaurant, etc.) — this just helps us show the right menu items.
  4. Optionally, upload a logo. It will appear on receipts and printed reports.
  5. Click Save. The new business becomes your active business.
Multiple businesses If you operate more than one company under different names, create one business per company. You can switch between them from the top-right business switcher.

Add a branch

Every business has at least one branch — even if you only sell from one location. Branches let you track sales, staff and stock per outlet.

  1. Open Branches → Add Branch.
  2. Enter the branch name (e.g. "Main Shop", "Kabalagala Outlet").
  3. Add the address and a contact phone number for that branch.
  4. Choose the branch manager if you've already added staff (you can come back to this later).
  5. Click Save.

Need more branches than your plan allows? See Subscriptions & Billing for how to upgrade.

Invite your team

Add the people who will help you run the business. Each person gets their own login so you can see who recorded what.

  1. Open Employees → Add Employee.
  2. Fill in the employee's name, phone number and email.
  3. Choose the branch they work at.
  4. Choose a role:
    • Owner — full access to everything across all branches.
    • Manager — full access within their branch (sales, expenses, reports, staff).
    • Cashier / Employee — can record sales, services and expenses but cannot see payroll or reports.
  5. Tick "Create a login for this employee" and enter a temporary password.
  6. Click Save. Share the login details with the employee.
Tip Ask each new staff member to log in once and change their password. They can do this from the profile menu in the top-right.

A quick tour of the app

Annotated app layout showing top bar, side menu and main area
The main app layout — top bar with business switcher, side menu, and the working area.

Once you log in, here's how the screen is laid out:

  • Top bar — your active business name (click to switch businesses), your branch selector, notifications bell, and your profile menu.
  • Side menu (or bottom bar on mobile) — main sections: Dashboard, Sales, Stock, Expenses, Payroll, Reports, Settings.
  • Main area — whatever page you're working on.

The menu adapts to your role — a Cashier sees fewer items than the Owner.

What to do next

Once your account, business and branch are set up, the natural next steps are:

  1. Add your products and services to the catalogue so you can record sales.
  2. Record your first sale to see how the books update.
  3. Read up on the dashboard so you understand what each number means.
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