Events is the process of displaying notifications to the mybooks user. These events can be either simple information conveying notifications or actionable notifications. For example when the mybooks user emailed the estimates to the customer and once the customer accepted/decline the estimates and in the events field it should display whether the estimates were accepted […]
Category: General
Invite Additional User
The above is the video to invite additional users on myBooks. Here is the step by step explanation of the above mentioned topic. You can invite your co-workers, accountants, bookkeepers to work with you on your myBooks business account. You can also define what kind of access to be provided to your additional users. The […]
Set Up Online Payments
Set up online payment is very easy with myBooks. Depending on your country, options will be available. Currently, myBooks supports payment integrations from Stripe, Paypal, and PayTM (India Only) future payment gateways will be added in the future. Click on connect and complete the login on the payment gateway to complete the setup. Once done, […]
Bulk Import from Excel
You can import contacts, items, and transactions like invoices, expenses with a simple excel file. You can import using the data upload options in Business Settings > Preferences or from the Individual transactions list. You can download the sample file for the appropriate functions like contacts, Fill the file with your data and upload.
Tax Management
To create tax management in myBooks click on Settings > Business settings > Tax management >Add tax Here you can edit the tax, delete the tax, add the tax, enable the tax, and disable the tax Add Tax Here you can add the new tax code and tax group Tax name: The name of […]
Opening Balance
Date – Select the date from the calendar Reference – Update reference for the opening balance Account – Select the account from the dropdown menu Debit – Enter the amount in debit Account – If needed add another account from the dropdown Credit – Update the amount in the credit field
Data Upload
Navigation Click on Settings > Business settings Click on Preferences > Integrations Upload Data into myBooks Select on Record type you would like to import Click on upload and a popup window will open The sample file can be downloaded to verify the upload format Click on upload to upload the file Once the file […]
GSTR1
GSTR1 is a monthly or quarterly report which has to be filed by every GST registered dealer. It contains details of all sales transactions. This report can be created in three different sections they are Current, Previous, and Custom. In the current, reports can be created by using Today, Current Month, Current Year, Current Quarter, […]
GSTR2
GSTR2 is a monthly or quarterly report which has to be filed by every GST registered dealer. It contains details of all purchase transactions. This report can created in three different sections they are Current, Previous and Custom. In current, reports can be created by using Today, Current Month, Current Year, Current Quarter and Previous, […]
GSTR3B
GSTR3b is the total summary of purchase and sales details without listing the invoice and purchase transaction details. This report can be created in three different sections they are Current, Previous, and Custom. In the current, reports can be created by using Today, Current Month, Current Year, Current Quarter, and Previous, reports can be created […]