Profile & Business Settings
Profile settings checklist before using Bizwazi live
Check your profile, business name, cut-off time, security, and opening balances before using real data.
Before using Bizwazi with real business records, it is worth checking the main profile settings.
Steps
- Confirm your name and email address are correct.
- Confirm your business name is spelled correctly.
- Choose the right business day cut-off time.
- Enter opening balances for Cash, M-PESA, and Bank.
- Set a strong password.
- Set up two-factor authentication if possible.
- Check that you know how to export your data.
- Do not close your account unless you have exported any records you need.
Useful tips
- This checklist is useful before moving from demo mode to real business use.
- It is also useful when setting up Bizwazi for a shop, kiosk, salon, delivery business, or service business.
- Getting these settings right early makes reports and discrepancy checks more useful.
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Bizwazi helps small businesses record sales, expenses, invoices, inventory, bills, transfers and daily balances so the money makes more sense.