Learn PrimeBooks, Master Your Business
Your comprehensive library of video tutorials and step-by-step guides for every feature of PrimeBooks, from setup to advanced reporting.
Log In to Access Premium Coursesπ Getting Started & Initial Setup
1. First-Time Login and Setup
A quick guide to logging in, setting up your company profile, and configuring your local currency (UGX).
Watch Video Guide β2. Setting up EFRIS Compliance
Learn how to link your PrimeBooks account with the URA EFRIS portal for automatic invoicing.
Watch Video Guide β3. Importing Existing Data (CSV)
How to bulk import your existing customer lists, vendor details, and inventory data into PrimeBooks.
Read Step-by-Step Guide βπ° Accounting & Finance
Creating and Sending Invoices
How to generate your first EFRIS-compliant invoice and send it directly to your customer.
Watch Video Guide βRecording Expenses and Bills
The best way to record business expenses and supplier bills to ensure accurate Profit & Loss statements.
Watch Video Guide βBank Reconciliation Process
A detailed walkthrough of reconciling your bank statements with your PrimeBooks ledger.
Watch Video Guide βπ¦ Inventory & Point of Sale (POS)
Managing Multiple Warehouses
Set up different stock locations and track inventory movement between your warehouses and retail outlets.
Watch Video Guide βUsing the Retail POS Interface
Training video for staff on fast sales, applying discounts, and handling cash and mobile money payments.
Watch Video Guide βSetting Reorder Points and Alerts
Configure automated alerts to ensure you restock popular items before you run out of inventory.
Read Step-by-Step Guide β