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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.

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πŸš€ Getting Started & Initial Setup

Video: 3:45 min

1. First-Time Login and Setup

A quick guide to logging in, setting up your company profile, and configuring your local currency (UGX).

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Video: 5:12 min

2. Setting up EFRIS Compliance

Learn how to link your PrimeBooks account with the URA EFRIS portal for automatic invoicing.

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Article: 10 min read

3. Importing Existing Data (CSV)

How to bulk import your existing customer lists, vendor details, and inventory data into PrimeBooks.

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πŸ’° Accounting & Finance

Video: 4:30 min

Creating and Sending Invoices

How to generate your first EFRIS-compliant invoice and send it directly to your customer.

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Video: 6:05 min

Recording Expenses and Bills

The best way to record business expenses and supplier bills to ensure accurate Profit & Loss statements.

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Video: 8:50 min

Bank Reconciliation Process

A detailed walkthrough of reconciling your bank statements with your PrimeBooks ledger.

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πŸ“¦ Inventory & Point of Sale (POS)

Video: 7:15 min

Managing Multiple Warehouses

Set up different stock locations and track inventory movement between your warehouses and retail outlets.

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Video: 5:40 min

Using the Retail POS Interface

Training video for staff on fast sales, applying discounts, and handling cash and mobile money payments.

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Article: 7 min read

Setting Reorder Points and Alerts

Configure automated alerts to ensure you restock popular items before you run out of inventory.

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