# Launch checklist: the order of setting up Bimp

URL: https://bimpsoft.com/en/help/getting-started/launch-checklist/
Updated: 2026-11-06

> To launch Bimp without errors, follow these steps in order: sign-up, creating a company, accounting settings, organizations, bank accounts and cash desks, directories, users and roles, opening balances, a test sale. The accounting currency and opening balances are the hardest to fix later, so set them up carefully.

## The order of launching Bimp

Launching Bimp takes nine steps, done in the order shown, because each next step uses data from the previous one. Below is the full route with links to detailed instructions. For the general picture of modules and interface, read the [Bimp overview](https://bimpsoft.com/en/help/getting-started/overview/). Documents can be passed to accounting through the [Bimp exchange with 1C](https://bimpsoft.com/en/help/integrations/1c/).

| Step | What to do | Article |
|---|---|---|
| 1 | Register an account | [Sign-up and sign-in](https://bimpsoft.com/en/help/getting-started/sign-up-and-sign-in/) |
| 2 | Create a company | [Creating a company](https://bimpsoft.com/en/help/getting-started/create-company/) |
| 3 | Set up accounting | [Accounting settings](https://bimpsoft.com/en/help/getting-started/accounting-settings/) |
| 4 | Check organizations, bank accounts and cash desks, currencies | [Organizations](https://bimpsoft.com/en/help/getting-started/organizations/), [Bank accounts and cash desks](https://bimpsoft.com/en/help/getting-started/bank-accounts-and-cash-desks/), [Currencies and rates](https://bimpsoft.com/en/help/getting-started/currencies-and-rates/) |
| 5 | Create projects, lines of business, income and expense items | [Projects and lines of business](https://bimpsoft.com/en/help/getting-started/projects-and-business-directions/), [Income and expense items](https://bimpsoft.com/en/help/getting-started/income-and-expense-items/) |
| 6 | Fill in directories: products, counterparties, warehouses, price lists | [Directories](https://bimpsoft.com/en/help/getting-started/directories-overview/) |
| 7 | Add users and assign roles | [Users](https://bimpsoft.com/en/help/access/users/), [Access roles](https://bimpsoft.com/en/help/access/roles/) |
| 8 | Enter opening balances | [Entering opening balances](https://bimpsoft.com/en/help/getting-started/opening-balances/) |
| 9 | Make a test sale | [Customer order](https://bimpsoft.com/en/help/sales/customer-order/) |

## Step 1. Register an account

An account is created in a few minutes through Google or with an e-mail and password. A confirmation e-mail is sent to the address you provide. Instructions: Sign-up and sign-in to your account.

## Step 2. Create a company

A company is a separate database of your business. Create it with the **Create company** button on the start screen and enter the name, country, and type of activity. If you run several independent businesses, create a separate company for each. Instructions: Creating and setting up a company.

## Step 3. Set up accounting

Open **Company settings → Accounting settings** and set the VAT rate, accounting currency, national currency, main project, and main organization. The switches for stock control, reservation, and accounting by batches and series are also turned on here.

> [!WARNING] The accounting currency cannot be changed after the settings are saved and documents are entered. Check it before you start working.

Instructions: Accounting settings.

## Step 4. Check organizations, bank accounts, and currencies

When you create a company, Bimp automatically creates one organization. If you work on behalf of several legal entities or sole proprietors (FOP), add the rest in **Directories → Organizations** and mark the main one. Then enter bank accounts and cash desks, and for foreign currency, rates. See Organizations, Bank accounts and cash desks, and Currencies, rates, and multi-currency accounting.

If the accounting currency differs from the national one, be sure to set its rate in the "Currencies/Rates" directory.

## Step 5. Set up projects, lines of business, and items

For management reporting, create projects and lines of business, as well as income and expense items. By default Bimp creates the project "Main project". These directories are needed to separate accounting and reports by line of business and to group income and expenses.

## Step 6. Fill in the directories

Directories are lists from which documents take products, counterparties, warehouses, and prices. First fill in those needed for opening balances and the first sales:

- [products and services](https://bimpsoft.com/en/help/products/products-and-services/) and [product groups](https://bimpsoft.com/en/help/products/product-groups/);
- [counterparties](https://bimpsoft.com/en/help/counterparties/counterparty-card/) and [contracts](https://bimpsoft.com/en/help/counterparties/customer-contract/);
- [warehouses](https://bimpsoft.com/en/help/inventory/warehouses/);
- [price lists](https://bimpsoft.com/en/help/pricing/price-lists/).

Large lists are faster to load from Excel: [importing products](https://bimpsoft.com/en/help/products/import-products/), [importing counterparties](https://bimpsoft.com/en/help/counterparties/import-counterparties/), [importing price lists](https://bimpsoft.com/en/help/pricing/import-price-lists/). An overview of all options is in [What you can import into Bimp](https://bimpsoft.com/en/help/getting-started/import-overview/). The other directories can be added as you work, right from the document fields.

## Step 7. Add users and roles

Invite employees on the **Company settings → Users** tab and assign each a role (administrator, manager, accountant, and so on). The role defines which modules and actions are available. See Users and Access roles. For warehouse staff you can additionally restrict [access to certain warehouses](https://bimpsoft.com/en/help/access/warehouse-access/).

## Step 8. Enter opening balances

Opening balances are a "snapshot" of the company's state on the start day: goods in warehouses, money in cash desks and on accounts, customer and supplier debts, accountable amounts, payroll, taxes, property. They are entered with the document **Finance → Entering opening balances**.

1. Before entering, fill in the directories so that the needed values are available in the document.
2. Enter all balances with one date, for example the last day of the previous month.
3. After saving, check the result against the reports "Goods movement", "Cash flow", and "Settlements".

Without balances, the very first sale will show a negative warehouse balance, and customer debts will not appear in the reports. Instructions: Entering opening balances.

## Step 9. Make a test sale

Create a test customer order, ship the goods, and register the payment. Check that the warehouse balance, the [reserve](https://bimpsoft.com/en/help/sales/reserves/), and the customer's debt changed as you expect. The whole path is described in [Sales from order to payment](https://bimpsoft.com/en/help/sales/sales-process/).

## After the launch

When the balances are entered and checked, lock the accounting:

- set the end date on the **Company settings → Change lock date** tab, after which documents cannot be created or edited; see [Change lock date](https://bimpsoft.com/en/help/access/period-lock-date/);
- set up automatic sign-out on the "Security" tab and, if needed, [sign-in restriction by IP address](https://bimpsoft.com/en/help/access/ip-restriction/);
- connect [integrations](https://bimpsoft.com/en/help/integrations/integrations-catalog/) with banks, delivery services, and online stores.

## FAQ

**How long does it take to launch Bimp?**

It depends on the amount of data. Setting up the company and accounting takes a few minutes; most of the time goes to filling in directories and opening balances. Products and counterparties can be loaded from Excel instead of being entered manually.

**Can I change the accounting currency after I start working?**

No. After the settings are saved and documents are entered, the accounting currency cannot be changed, so choose the right one from the start.

**Do I need to fill in all directories before I start working?**

No, it is enough to fill in those needed for opening balances and the first documents. The rest can be added as you work, right from the document fields.

**When should I set the change lock date?**

After you have entered opening balances and checked them against the reports. The change lock date blocks creating and editing documents up to the specified date.