Category: How to Docs

The above is the video to upload bulk items on myBooks. Here is the step by step explanation of the above mentioned topic. Here, you can upload the Bulk Contacts by a click on Transactions > Items > All Items list page opens Click on Upload Items, Click on sample file to download in excel […]

The above is the video to upload bulk items on myBooks. Here is the step by step explanation of the above mentioned topic. You can upload the Bulk Contacts on myBooks. Goto Transactions > Contacts > All Contacts list page opens Click on Upload Contacts, Click on sample file to download in excel format, Enter […]

In myBooks you can upload the Bulk Journals easily. Go to Transactions > Journals > All Journals List Page opens Click on Upload Journals, Click on sample file to download in excel format, Enter the details of Vendor Payments as per the downloaded file, “ * ” symbol denotes the mandatory field required Save the […]

The above is the video to upload bulk vendor payment on myBooks. Here is the step by step explanation of the above mentioned topic. In myBooks you can upload the Bulk Vendor Payments easily. Go to Transactions > Vendor Payments > All Vendor Payments List Page opens Click on Upload Vendor Payments, Click on sample […]

In myBooks you can upload the Bulk Debit Notes easily. Go to Transactions > Debit Notes > All Debit Notes List Page opens Click on Upload Debit Notes, Click on sample file to download in excel format, Enter the details of Debit Notes as per the downloaded file, “ * ” symbol denotes the mandatory […]

The above is the video to upload bulk bills on myBooks. Here is the step by step explanation of the above mentioned topic. In myBooks you can upload the Bulk Bills Orders easily. Go to Transactions > Bills > All Bills list page opens Click on Upload Bills, Click on sample file to download in […]

In myBooks you can upload the Bulk Purchase Orders easily. Go to Transactions > Purchase Orders > All Purchase Orders list page opens Click on Upload Purchase orders, Click on sample file to download in excel format, Enter the details of Purchase Orders as per the downloaded file, “ * ” symbol denotes the mandatory […]

In myBooks you can upload the Bulk Expenses easily. Go to Transactions > Expenses > All Expenses list page opens Click on Upload Expenses, Click on sample file to download in excel format, Enter the details of Expenses as per the downloaded file “ * ” symbol denotes the mandatory field required Save the sample […]

In myBooks you can upload the Bulk Delivery easily. Go to Transactions > Delivery > All Deliveries list page opens Click on Upload Deliverys, Click on sample file to download in excel format, Enter the details of Deliverys as per the downloaded file, “ * ” symbol denotes the mandatory field required Save the sample […]

In myBooks you can upload the Bulk Proforma Invoice easily. Go to Transactions > Proforma Invoice > All Proforma Invoices list page opens Click on Upload Proforma Invoices, Click on sample file to download in excel format, Enter the details of the Proforma  Invoice as per the downloaded file, “ * ” symbol denotes the […]