Bank statement is a list of all transactions for a bank account over a set period, usually monthly. The statement includes deposits, charges, withdrawals, as well as the beginning and ending balance for the period. In myBooks, if you are connected to ICICI bank, it pulls the transactions and displays them under the bank statement. If […]
Category: How to Docs
How to Docs for myBooks
How to Convert Estimate to Delivery
Convert Estimate into Delivery, Go to Transactions Click on Estimate Select the estimate you wish to convert into a delivery, then you can find the convert to delivery option above the table. If you want to convert multiple estimates into a sales order, select the estimates then you can find the convert to delivery option […]
How to Convert Estimate to Sales Order
Convert Estimate into Sales order, Go to Transactions Click on Estimate Select the estimate you wish to convert into a sales order, then you can find the convert to sales order option above the table. If you want to convert multiple estimates into a sales order, select the estimates then you can find the convert […]
How to Create Delivery
Delivery orders are forms that are used to record goods being delivered to a customer. The delivery order will reduce the inventory quantity and record revenue and cost of goods sold. In myBooks you can create delivery by clicking on Transactions > Delivery > Create delivery. You can generate delivery orders independently, or create them by converting a Sales order or Estimate into […]
How to Create Sales Order
Sales order, sometimes abbreviated as SO, is an order given to the customer, it is an internal document of the company generated by the company itself. A sales order should record the customer’s originating purchase order which is an external document. To create a sales order in myBooks, select Transaction> Sales Order > Create sales order. […]
How to Delete your myBooks Account
If for any reason, you wish to delete your myBooks account. You can do so from Business profile. Click Delete account on the top right corner. Enter Delete in upper cause and provide an optional reason for deletion. After you submit this, you will receive an email confirmation for deleting your account. Click confirm delete […]
How to import your previous accounting data from Tally, Quickbooks and Other sources
You can bring over your previous accounting transactions quickly and easily into myBooks. You will be able to bring over your previous Invoices, Expenses, Customer/Vendor, Product/Service, and many more into myBooks using a simple excel CSV file upload. Here is sample file structure of Estimates You can populate the columns, Please note, column headings marked […]
Inventory Valuation Details
This report provides a quick valuation of all balance inventory. which are in stock. it will provide the total value of stock in hand, Age of the stocks, and the unit price of those stock. This report will be helpful in identifying the total value of stocks. This report can be created in three different […]
Inventory Valuation Summary
This report provides quick valuation of all balance inventory. which are in stock. it will provide total value of stock in hand and unit price of those stock. This report will be helpful in identifying total value of stocks. This report can created in three different sections they are Current, Previous and Custom. In current, […]
How to create Production Order
Produced goods can be recorded with the raw materials consumed and their manufacturing costs. How to get there! To create a production order in myBooks, click on Transactions > Production order> Create production order. Production Order Details Production order number will automatically be created. But it can be disabled by clicking on the production order […]