Costbucket startup checklist - Costbucket

Costbucket startup checklist

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The setup process is a one-time attempt that we can assist with by contacting us.

  1. Start by first creating your Costbucket business account. Sign up now. Read more about the company creation process.
  2. Update the Company information menu.
  3. Navigate to the Inventory App and go to the categories on the left menu set up categories and add products.
  4. Download the mass inventory setup and product upload file. Note: Please email the file to the Costbucket Team for upload.
  5. Setup payment processing by selecting Payment setup then Stripe and create your payment account then order your card reader. 
  6. If connecting with a Merchant Service Provider (MSP), please see setup process for PAX.

For advance setup  and configuration, go to Costbucket Accounting