What is Bokio?
Bokio is a free accounting software designed to help small businesses and freelancers manage their finances.
How do I sign up for Bokio?
You can sign up for Bokio by visiting the Bokio website and clicking on the "Sign Up" button.
I forgot my Bokio password, how can I reset it?
To reset your Bokio password, click on the "Forgot your password?" link on the login page and follow the instructions.
Can I use Bokio for both personal and business finances?
Yes, you can use Bokio for both personal and business finances. You can create separate profiles for each and switch between them as needed.
How do I add transactions in Bokio?
To add a transaction in Bokio, go to the "Transactions" tab and click on the "Create" button. Then enter the necessary information and click on "Save".
What is the difference between income and expenses in Bokio?
Income refers to money you receive, while expenses refer to money you spend. In Bokio, income and expenses are categorized separately for easy tracking.
Can I import my bank statements to Bokio?
Yes, you can import your bank statements to Bokio by connecting your bank account or uploading a CSV file.
How do I reconcile my bank transactions in Bokio?
To reconcile your bank transactions in Bokio, go to the "Reconciliations" tab and click on "New". Then follow the instructions to match your bank transactions with your records in Bokio.
Is Bokio available on mobile devices?
Yes, you can access Bokio on your mobile devices through a web browser.
What is a journal entry in Bokio?
A journal entry in Bokio is a record of a financial transaction that affects your accounts and balances.
How do I create a journal entry in Bokio?
To create a journal entry in Bokio, go to the "Journals" tab and click on "Create". Then enter the necessary information and click on "Save".
Can I customize my tax settings in Bokio?
Yes, you can customize your tax settings in Bokio by going to the "Settings" tab and clicking on "Tax settings".
How do I add a new tax rate in Bokio?
To add a new tax rate in Bokio, go to the "Settings" tab and click on "Tax settings". Then click on "New tax rate" and enter the necessary information.
Can I track my inventory in Bokio?
No, Bokio does not have inventory tracking capabilities at this time.
How do I create an invoice in Bokio?
To create an invoice in Bokio, go to the "Invoices" tab and click on "Create". Then enter the necessary information and click on "Save".
Can I send an invoice to my clients directly from Bokio?
Yes, you can send an invoice to your clients directly from Bokio by clicking on the "Send" button next to the invoice.
How do I record a payment for an invoice in Bokio?
To record a payment for an invoice in Bokio, go to the "Invoices" tab and click on the "Receive" button next to the invoice. Then enter the payment details and click on "Save".
Can I track my expenses by category in Bokio?
Yes, Bokio allows you to categorize your expenses for better tracking. You can add categories in the "Settings" tab under "Expense categories".
How do I add a new expense category in Bokio?
To add a new expense category in Bokio, go to the "Settings" tab and click on "Expense categories". Then click on "New category" and enter the necessary information.
Are there any video tutorials or guides available for using Bokio?
Yes, Bokio has a YouTube channel with tutorials and guides on how to use the software. You can also find helpful articles on the Bokio Help Center.
I encountered an error message while using Bokio, what do I do?
If you encounter an error message while using Bokio, try refreshing the page or logging out and logging back in. If the issue persists, you can contact Bokio customer support for assistance.
Can I export my Bokio data to another accounting software?
Yes, you can export your Bokio data as a CSV file and then import it into another accounting software.
Does Bokio have a feature for creating and tracking budgets?
Yes, Bokio has a budgeting feature that allows you to set financial goals and track your expenses against them.
Can I generate financial reports in Bokio?
Yes, you can generate various financial reports in Bokio, such as profit and loss, balance sheet, and trial balance.
How do I set up automatic bank feeds in Bokio?
To set up automatic bank feeds in Bokio, go to the "Bank" tab and click on "Connect an account". Then follow the instructions to connect your bank account.
I have a question about my taxes, who do I contact?
For questions about taxes, it is best to consult a professional tax advisor or accountant. Bokio does not provide tax advice.
Is there a limit to the number of users I can have on my Bokio account?
No, there is no limit to the number of users on a Bokio account. However, you may need to upgrade to a higher tier plan if you have a large team.
How do I cancel my Bokio subscription?
To cancel your Bokio subscription, go to the "Settings" tab and click on "Subscriptions". Then click on "Cancel subscription" and follow the instructions.
