How to Upload the Bulk Sales Orders

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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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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 […]

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How to create a Miscellaneous Transaction

Miscellaneous entries, journal entries created through a record (Invoice, Payment, etc) and are not related to the record’s amount. The record’s amount must still match the GL distribution, regardless of the Miscellaneous entry. Miscellaneous entries should be used sparingly. To create the miscellaneous transaction, Goto Transactions > Miscellaneous Transactions > Create Miscellaneous Transaction > All Miscellaneous […]

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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, […]

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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 […]

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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 […]

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