Place of supply – Determine whether the transaction has to levy inter or intra tax in mybooks and based on the GST treatments, GST and IGST tax will load in mybooks. Taxes – In myBooks tax will load based on the place of supply. If the home state is selected, then GST tax will load […]
Category: General
How to Edit & Delete Journal
Journals created are displayed here. Here you can edit or delete the created Journals. Edit a Journal Go to Journal List Select the journal you wish to edit Click on the edit icon field located under options It will redirect to a page where you can make necessary changes Press Save to update the changes […]
Tax Payment
Taxes which are created in invoice and customer credit notes will be displayed here. This report can be generated for year and months. How to get there! To Create tax payment in myBooks click on Transactions> Tax payment > Record Tax Payment. Create Tax Payment, Go to transactions Click on Tax payment mentioned under others […]
Tax Payment India
Taxes that are created in invoice and customer credit notes will be displayed here. This report can be generated for years and months. How to get there! To Record a tax payment in myBooks click on Transactions> Tax Payment> Record Tax Payment. Create Tax Payment Go to transactions Click on Tax payment mentioned under others […]
GST Filing
All eligible business owners and deals who are registered under GST must file. GST returns contain your sales and purchases. Once you file the GST returns you need to pay the resulting tax liability the money which you owe to the government Navigation Click on Transactions Then click on GST filing GST Filing Download GST […]
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 > […]
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 […]
How to Create Journals
Financial transactions of the business which are recorded in detail are called a journal. These journals are created so that the reports can be created, such as the general ledger. There are two types of journal those are accrual method and the cash basis method. The difference between the cash and accrual method is the […]
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 […]