Setting Up Your Organization

After creating your account, you’ll be guided through a multi-step onboarding process to set up your organization and start using Bamboo’s accounting features.

Step 1: Organization Details

Provide information about your business:

Business Information

Field	Required	Description
Business Name	Yes	Your company or organization name
Company Logo	No	Upload a PNG, JPEG, WebP, or SVG image (max 1MB)
Business Type	No	Select your industry type
Registration Number	No	Your business registration number
Tax ID Number	No	Your tax identification number

Address

Field	Description
Street Address	Your business street address
City	City or town
State/Province	State, province, or region
Postal Code	ZIP or postal code
Country	Country (defaults to Kenya)

Contact Information

Field	Description
Email	Business contact email
Phone	Business phone number
Website	Your company website (optional)

Settings

Setting	Default	Description
Base Currency	KES	Primary currency for transactions
Fiscal Year Start	January	First month of your fiscal year
Timezone	Africa/Nairobi	Your business timezone

Click “Continue” to proceed to the next step.

Step 2: Chart of Accounts

Select a pre-built chart of accounts template. Bamboo provides a Standard Business template with accounts organized into five categories:

• Assets (1000s) - Cash, accounts receivable, inventory, equipment
• Liabilities (2000s) - Accounts payable, loans, taxes payable
• Equity (3000s) - Owner’s equity, retained earnings
• Revenue (4000s) - Sales, service income, other income
• Expenses (5000s-9000s) - Operating expenses, payroll, administrative costs

You can expand each category to review individual accounts before confirming. Click “Initialize Chart of Accounts” to set up your accounts.

Note

You can add, modify, or deactivate accounts later from the Chart of Accounts page.

Step 3: Invite Team Members

Optionally invite colleagues to join your organization:

1. Enter their email address
2. Select a role:
   • Admin - Full access to manage settings and team
   • Member - Day-to-day accounting operations
3. Click “Add” to add more team members
4. Click “Continue” to send invitations, or “Skip” to do this later

Tip

You can always invite team members later from Settings → Organization → Team Members.

Step 4: Setup Complete

Review your setup summary showing:

• Organization name
• Number of accounts created
• Team members invited

Click “Go to Dashboard” to start using Bamboo!

Updating Organization Settings

After onboarding, you can update your organization settings from Settings → Organization. See Organization Settings for details.

Next Steps

Your organization is ready! Continue to Understanding the Dashboard to learn how to navigate Bamboo.