How to Sign Up myBooks

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 new login account specifically for myBooks. myBooks Sign Up Page myBooks Login Page Remember me logged in: The option has added to the login […]

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Invite Additional User

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 Primary admin can add the users like Staff, Accountant. The Primary admin should give access for each modules to the other users who […]

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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.

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Add your Products & Services

Type – Select whether your business sells a product or offer services Item Name – Enter the name of the item Description – Type description for the entered item Item Rate – Enter the item rate Unit of measurement – Unit of measure will be loaded based on the selected type Sales & purchase account […]

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Tax Management

Add tax code by clicking the add icon Type the tax name Enter the tax rate By default, a tax account will be selected Select the tax authority from the dropdown menu or create one To create a tax group need at least two tax codes. Enter the tax name and select the tax codes […]

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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

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Welcome Guide

Once you created an account in myBooks, we recommend that you complete these steps before you start creating the sales and purchase transactions. Doing these steps first will make your experience in mybooks much more pleasant and easy. Say for example when the address is updated in the business profile. Updates address will automatically be […]

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Dashboard

The Dashboard is the first item you will see when you login successfully. Below you will find details about the menu and the items. Dashboard gives you an overview of some key business statistics, including; Cash Flow, Operating Margin, Current Ratio, Expense, and Profit and Loss. Click here for more information about the Dashboard. Transaction […]

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GST Contacts

How to create Contact GST verification – If your contact is GST registered then enter their GST Number. If not select Non-registered. Based on GST number and GST treatment will load. GST number – GST number will load in myBooks if the option registered is selected. GST Treatment – GST Treatment will be loaded based […]

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GST Item

Create a new item, HSN code – HSN stands for Harmonized System of Nomenclature is a systematic classification of goods all over the world. HSN has 8 digit code. Updated HSN code will be displayed in the GST reports. SAC code – SAC stands for service accounting codes is a classification system for services and […]

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