Bank statement is a list of all transactions for a bank account over a set period, usually monthly. The statement includes deposits, charges, withdrawals, as well as the beginning and ending balance for the period. If you had uploaded a bank statement, then you can view it by a click on Reports > Bank Statement. Here […]
Category: General
TERMS OF SERVICE
THE AGREEMENT: The use of this website, Zetran.com/mybooks, and any and all services on this website, provided by Zetran Corporation (“Zetran” or the “Company”), are subject to the following Terms of Service Agreement (hereinafter the “Agreement”), all parts and subparts of which are specifically incorporated by reference here. This Agreement shall govern the use of all sections, subsections, […]
How to Sign Up myBooks
The above is the video to sign up for myBooks. Here is the step by step explanation of the above mentioned topic. You can sign up for myBooks by using your Email or Phone. Now you can sign-up myBooks using existing information from a social networking service such as Facebook, Apple, or Google, instead of creating a […]
How to Delete your myBooks Account
If for any reason, you wish to delete your myBooks account. You can do so from Business profile. Click Delete account on the top right corner. Enter Delete in upper cause and provide an optional reason for deletion. After you submit this, you will receive an email confirmation for deleting your account. Click confirm delete […]
Integrations – Paytm
Paytm can be integrated into mybooks, you have to enter the registered Paytm information, and Paytm will be integrated into mybooks. How to get there! To integrate paytm in myBooks click on Settings> Business settings > Preferences > Integrations. Integrating Paytm To integrate Paytm in mybooks click on Paytm. Click on connect in Paytm and […]
Inventory
Here Inventory can be enabled or disabled. by default Inventory management will be disabled. Here the user can enable inventory management. How to get there! To enable inventory in myBooks click on Settings> Business settings > Preferences > Inventory. Enable Inventory, In order to create inventory adjustment, production order, and tracking inventory. For this inventory […]
Templates
PDF templates in myBooks can be customizable. Here on this screen PDF can be fonts, logo, heading, size can be customized. Further items and other fields can be removed and added back to the template. Navigation Click on Settings then Business settings Select Templates Thermal Template How to Customize PDF Templates myBooks will display 19 […]
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 the business reminder in myBooks click on […]
Trash
Any contact, item, estimate, invoice, cash invoice, customer credit note, customer payment, expense, purchase order, bill, vendor credit note, and vendor payment deleted in myBooks will be in the trash for 60 days. Objects in the trash can be restored or deleted from the trash. Any delete action performed other mentioned objects will be permanently […]
Documents
While creating transactions you might upload documents to the transactions. This is the screen where all the documents uploaded in transactions can be viewed and also user can also upload other documents. File name – Name of the attachment will be displayed as the file name Date – Date of which the transaction was created […]