In myBooks you can upload the Bulk Sales Orders easily. Go to Transactions > Sales Orders > All Sales Orders list page opens Click on Upload Sales Orders, Click on sample file to download in excel format, Enter the details of Sales Orders as per the downloaded file “ * ” symbol denotes the mandatory […]
Category: How to Docs
How to Docs for myBooks
How to Upload the Bulk Customer Payments
In myBooks you can upload the Bulk Customer payments easily. Go to Transactions > Customer Payments > All Customer Payments list page opens Click on Upload Customer Payments, Click on sample file to download in excel format, Enter the details of Customer Payments as per the downloaded file “ * ” symbol denotes the mandatory […]
How to Upload the Bulk Credit Notes
In myBooks you can upload the Bulk Invoices easily. Go to Transactions > Credit Notes > All Credit Notes list page opens Click on Upload Credit Notes, Click on sample file to download in excel format, Enter the details of Credit Notes as per the downloaded file.“ * ” symbol denotes the mandatory field required […]
How to Upload the Bulk Cash Invoices
In myBooks you can upload the Bulk Cash Invoices easily. Go to Transactions > Cash Invoices > All Cash Invoices list page opens Click on Upload Cash Invoices, Click on sample file to download in excel format, Enter the details of the Cash Invoice as per the downloaded file, “ * ” symbol denotes the […]
How to Upload the Bulk Estimates
In myBooks you can upload the Bulk Estimates easily. Go to Transactions > Estimates > All Estimates list page opens Click on Upload Estimates, Click on sample file to download in excel format, Enter the details of the Estimate as per the downloaded file, “ * ” symbol denotes the mandatory field required Save the […]
How to Upload the Bulk Invoices
In myBooks you can upload the Bulk Invoices easily. Go to Transactions > Invoices > All Invoices list page opens Click on Upload Invoices, Click on sample file to download in excel format, Enter the details of the Invoice as per the downloaded file, “ * ” symbol denotes the mandatory field required Save the […]
How to create a Miscellaneous Transaction
Miscellaneous entries, journal entries created through a record (Invoice, Payment, etc) and are not related to the record’s amount. The record’s amount must still match the GL distribution, regardless of the Miscellaneous entry. Miscellaneous entries should be used sparingly. To create the miscellaneous transaction, Goto Transactions > Miscellaneous Transactions > Create Miscellaneous Transaction > All Miscellaneous […]
How to rename Estimate as Quotation
In myBooks, you can rename the Estimate as Quotation as per your business need. Goto Settings > Business settings > Preferences > Template Configuration Click on Template Configuration, a window appears as shown below, Click on Estimate or Quotation as you want, then you can see the notification as shown below. For instance, here it […]
How to generate Expense by Employee Report
Expense by the employee is a form used to track expenditures against the employee such as Advance, salary, reimbursements, travel, etc., The employer can also record the reimbursed amounts as a business expense, which factors into the amount of accounting profit recognized. In myBooks, you can track your employee expenses by a click on Reports […]
How to Record Payment from Bills Screen
In myBooks you can record the payment on the Bill screen itself. Goto Transactions > Bills > All Bills list page opens Click on the Bill that you want to make vendor payment. The Internal preview screen opens. There you can find the Record Payment Option. Click on the Record Payment Button, it will redirect […]