In myBooks you can upload the Bulk Sales Orders easily. Go to Transactions > Sales Orders > All Sales Orders list page opens Click on Upload Sales Orders, Click on sample file to download in excel format, Enter the details of Sales Orders as per the downloaded file “ * ” symbol denotes the mandatory […]
Category: FAQ
FAQ for myBooks
How to Upload the Bulk Customer Payments
In myBooks you can upload the Bulk Customer payments easily. Go to Transactions > Customer Payments > All Customer Payments list page opens Click on Upload Customer Payments, Click on sample file to download in excel format, Enter the details of Customer Payments as per the downloaded file “ * ” symbol denotes the mandatory […]
How to Upload the Bulk Credit Notes
In myBooks you can upload the Bulk Invoices easily. Go to Transactions > Credit Notes > All Credit Notes list page opens Click on Upload Credit Notes, Click on sample file to download in excel format, Enter the details of Credit Notes as per the downloaded file.“ * ” symbol denotes the mandatory field required […]
How to Upload the Bulk Cash Invoices
In myBooks you can upload the Bulk Cash Invoices easily. Go to Transactions > Cash Invoices > All Cash Invoices list page opens Click on Upload Cash Invoices, Click on sample file to download in excel format, Enter the details of the Cash Invoice as per the downloaded file, “ * ” symbol denotes the […]
How to Upload the Bulk Estimates
In myBooks you can upload the Bulk Estimates easily. Go to Transactions > Estimates > All Estimates list page opens Click on Upload Estimates, Click on sample file to download in excel format, Enter the details of the Estimate as per the downloaded file, “ * ” symbol denotes the mandatory field required Save the […]
How to Upload the Bulk Invoices
In myBooks you can upload the Bulk Invoices easily. Go to Transactions > Invoices > All Invoices list page opens Click on Upload Invoices, Click on sample file to download in excel format, Enter the details of the Invoice as per the downloaded file, “ * ” symbol denotes the mandatory field required Save the […]
myBooks API
API integration is the connection between two or more applications via their APIs (application programming interfaces) that allow systems to exchange data sources. API connectivity helps applications share data and communicate with each other without human interruption. You enable communication between two web tools or applications through their APIs. It allows organizations to automate systems, […]
How to add Auto-Matching Rules
In myBooks you go for automatic reconciliation based on the set of rules that you have to mention. To set the rules, go to Settings > Business settings > Preferences > Auto matching rules Click on Auto-matching Rules, a window appears as shown below, Click on Add Matching rules, Enter the Transaction name Transaction Type […]
How to rename Estimate as Quotation
In myBooks, you can rename the Estimate as Quotation as per your business need. Goto Settings > Business settings > Preferences > Template Configuration Click on Template Configuration, a window appears as shown below, Click on Estimate or Quotation as you want, then you can see the notification as shown below. For instance, here it […]
How to Record Payment from Bills Screen
In myBooks you can record the payment on the Bill screen itself. Goto Transactions > Bills > All Bills list page opens Click on the Bill that you want to make vendor payment. The Internal preview screen opens. There you can find the Record Payment Option. Click on the Record Payment Button, it will redirect […]