Category: Getting Started

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 […]

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 […]

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.

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 […]

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