Business Reminder

This business reminder will keep you organized and stay on top of tasks. When the task is due it will be displayed in the notifications. If myBooks mobile app is installed on the phone, you will also be notified on your phone. How to get there! To create a business reminder in myBooks click on […]

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Integrations

How to get there! To integrate stripe or paypal in myBooks click on Settings> Business settings > Preferences > Integrations. Integrating Stripe Click on connect in stripe and another screen will open. If you have a stripe account click on the sign located at the top right-hand corner Or a new account can be created […]

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Customize your Invoice

How to get there! To customize invoice in myBooks click on Settings> Business settings > Templates. How to Customize PDF Templates MyBooks will display 10 different types of variants Click on any on the variant and then popup window will open Font family, font size, document color and heading color can be changed here Further […]

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Tags

Transactions can be grouped by any number of variables using tags in myBooks. Any contacts and items created in myBooks can be added as a tag in myBooks. Contacts and items will not be displayed as tag lists in the tag list but they can be added as tags in the transactions. Custom text tags […]

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