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 […]
Category: FAQ
FAQ for myBooks
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 […]
Business Summary
Business summary report is the quick overview of the notifications, sales and purchase information for the selected frequency, sales invoice and customer payments will be displayed in the report and from purchase expense, bills and vendor payments. How to get there! To enable business summary in myBooks click on Settings> Business settings > Preferences > […]
How to Convert Estimate to Invoice
Convert the Estimate into Invoice, Go to Transactions Click on Estimate Select the estimate you wish to convert into an invoice Convert to invoice icon is located under actions Or to convert multiple estimates into invoices, select the estimates which need to be converted into invoices Select the convert to invoice option below actions Estimate […]
How to Create an Invoice
An invoice is an official document that is sent from the buyer to the seller, it shows the goods and services rendered by your business and the payment information that the buyer has to make. It is also known as a bill or sales invoice. How to get there! To create an invoice in myBooks […]