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 […]

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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 […]

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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

The above is the video to add your product and services on myBooks. Here is the step by step explanation of the above mentioned topic. 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 […]

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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 […]

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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 addresses 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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