Self-Publishing Setup Checklist: Accounts, Files and Uploads

Publishing setup is the work between “my book is ready” and a reliable submission. Missing account details, mixed-up files and inconsistent book records can make that work harder than it needs to be. This self-publishing setup checklist helps you organize the process before you press a publication button.

Your result: an account-and-files checklist, a master book-details sheet and a submission record. You can use the same preparation when working independently or briefing a professional.

1. Decide who manages each account

Write down the publishing platforms you plan to use and who is responsible for each. Use accounts you can access and maintain. If someone helps with setup, agree how they will work without becoming the only person who can manage the book.

KDP's account setup instructions explain the account, payment and tax information it requests, including the distinction between account identity and an author pen name. Follow the platform's instructions for your situation; keep sensitive account information out of public project sheets.

2. Create one master book-details sheet

• Exact title, subtitle, author and contributor names.
• Language, series, edition and planned publication date.
• Format, trim size where relevant and identifier decision.
• Book description, appropriate categories and keyword notes.
• Sales territories you can authorize and planned prices.
• Links to the approved cover and manuscript files.

Use the metadata guide to build this record. Leave a question marked unresolved rather than guessing and forgetting to revisit it.

3. Separate files by purpose

A simple project structure can include Editorial, Print, Ebook, Covers, Metadata and Approvals. Put editable source files and exported submission files in separate subfolders. Name each approved file with its format and version.

4. Rehearse the upload without rushing publication

Prepare the entries from the master sheet, upload the right files and review the available preview. Amazon's upload and preview instructions explain that part of its workflow. Other platforms may have different file checks and submission steps.

Compare the uploaded preview against your approved source, including headings, images, front matter and ending. If something is wrong, correct the source and re-export. Keep the approved replacement under a new version name.

5. Record the submission and check the listing

Save the submission date, platform, identifier, file version and confirmation details. After the listing becomes available, inspect its author name, cover, description, format and purchase link. Do not begin a promotion campaign around a link you have not tested.

When a professional handles setup

Ask for a handover containing the final files, metadata sheet, account responsibilities and a record of where the book was submitted. Agree who responds to a file rejection or listing correction, and whether that follow-up is included.

Does setup include editing or marketing?

Only when the proposal explicitly says so. Account preparation and uploads are different deliverables from improving the manuscript or reaching readers.

What should I prepare before requesting help?

Bring your book's stage, intended formats, target platforms, available files and unanswered questions. The service-selection guide can help you turn those details into a brief.

Your next publishing step

Use what you have learned to prepare a clearer brief, improve your files, or decide which task you can complete yourself.

Return to publishing services and the 12 service guides → · Follow the publishing pathway →

Need hands-on help? Ask about your project. Professional work, deliverables, timing and pricing are agreed separately. These educational resources do not include a booked service.