Welcome to myBooks Support 🎉
Need help getting started or solving a problem? You're in the right place! Use the Search Bar above to quickly find answers or browse through our categories below.
🚀 Getting Started
- Welcome Guide
- Set up your business profile
- Create Product or Services
- Create Customers/Vendors
- Excel Bulk Upload
- Migrate to myBooksAI
🎧 Help Desk
- Creating Invoices
- Receive Online Payments
- Customize your Invoices
- Create Expenses and Billing
- Add Additional User
🏦 Banking
- How to Upload Bank Statement
- Integrate myBooks with ICICI Bank
- Import Bank Statement
- Reconciling Transactions
- Customer Advance
🔥 GST
📊 General
- Customize User Role
- Import Vyapar to myBooks
- Customer Payment in Invoice Page
- Reports
- Delivery Report
💰 Purchase & Expense
- Create Expenses
- How to Edit & Delete Expenses
- How to Convert Purchase Order into a Bill
- Apply to Bill
- GST Invoice
🛒 Sales and Invoicing
- How to Create a Price List
- Convert Estimate to Delivery
- Convert Estimate to Sales Order
- Automated Payment Reminder
- Set Up Online Payments