This report shows records of Expense by item and it includes items for which payment not made. This report also shows quantity purchased, amount, and average price. The expense by items report will be helpful in identifying which items you spent the most amount of money on. This report can be created in three different […]
Category: FAQ
FAQ for myBooks
Customer Balance Report
This report shows records of Customer balance and it includes items for which payment not made. This report also shows Invoice balance, Available balance, Balance (FCY), and Balance (BCY). This report will be helpful in identifying your customers’ outstanding balances. This report can be created in three different sections they are Current, Previous, and Custom. […]
How to create Purchase Order
The buyer generates the purchase order in order to keep track of purchases. A purchase order document is generated by the buyer and will have a description of the product, product amount, the quantity of the product, and terms associated with the purchase order. How to get there! To create a Purchase order in myBooks […]
How to create Bill
Goods or the services rendered by the provider are often referred to as a supplier or vendors. Having a proper record of bills will help in identifying the paid and unpaid bills. How to get there! To create a Bill in myBooks click on Transactions > Bill > Create bill or click on Create which […]
How to create a Vendor Credit Note
Vendor Credit note is a transaction that reduces the money owed to the vendor for future transactions. When the vendor credit is created amount owed to the vendor will be reduced by the amount of credit issued. How to get there! To create a Vendor credit note in myBooks click on Transactions > Vendor credit […]
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 […]
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 […]
Customize your Invoice
The above is the video to customize your invoice on myBooks. Here is the step by step explanation of the above mentioned topic. 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 […]
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 […]
How to create Estimate
In myBooks, an estimate is an offer or a quote of the services or goods offered by your business. How to get there! To create an Estimate in myBooks click on Transactions > Estimate> Create estimate or click on Create which is located in the top right-hand corner and then click on the estimate. Create […]