Application Settings
Customize MyBooks to match your business requirements. Access all settings from the Settings menu in the sidebar. Settings are grouped into the following areas:
Business Setup
Business Profile
Upload your logo, set your business name, address, GSTIN, and financial year details. This information appears on all your printed documents. Settings > Business Profile
Chart of Accounts
View and manage the list of all accounts (Assets, Liabilities, Income, Expenses, Equity). Add custom accounts or edit existing ones. Settings > Chart of Accounts
Taxes
Define the tax rates applicable to your transactions:
- Single Taxes: e.g., GST 18%.
- Tax Groups: e.g., GST 18% split into CGST 9% + SGST 9%.
Settings > Taxes
Opening Balance
Enter starting balances for all your accounts when migrating from another system. Settings > Opening Balance
See the full Opening Balances guide.
Sales & Invoicing
Print Templates
Customize the layout, colors, font, and content (e.g., Terms & Conditions, payment details) of your invoices and other documents. Settings > Print Templates
Auto Numbering
Define the numbering format and starting sequence for each document type (Invoices, Estimates, Bills, etc.). Settings > Auto Numbering
Payment Terms
Create preset due date rules (e.g., Net 30, Due on Receipt) to apply quickly when creating invoices or bills. Settings > Payment Terms
Payment Modes
Configure accepted methods of payment (Cash, Bank Transfer, UPI, Card, etc.) for use in payment records. Settings > Payment Modes
Proforma Invoice
Enable the Proforma Invoice transaction type if your business uses it. Settings > Proforma Invoice
Late Fee
Set up automatic late fee charges applied to overdue invoices. Settings > Late Fee
Overdue Reminders
Configure scheduled automatic email reminders sent to customers with overdue invoices. Settings > Overdue Reminders
Business Summary Email
Set up a scheduled email report (daily/weekly) that summarizes your sales, expenses, and top customers. Settings > Business Summary Email
Users & Access
Users
Invite team members to your MyBooks account. Each user can be assigned a role that controls what they can see and do. Settings > Users
Roles
Create custom roles with screen-level permissions if the built-in roles (Admin, Staff) don't meet your needs. Settings > Roles (Admin only)
API Keys
Generate and manage API keys for connecting MyBooks to external systems or integrations. Settings > API Keys
See the full Users & Roles guide.
Inventory
Unit of Measure (UoM)
Define the units used for item quantities (e.g., Nos, Kg, Box, Litre). Settings > Unit of Measure
Inventory Settings
Configure the stock valuation method (FIFO or Weighted Average) and other tracking options. Settings > Inventory Settings
Barcode Configuration
Set up barcode format and scanner integration. Settings > Barcode Configuration
Lists & Customization
| Setting | Description |
|---|---|
| Contact Groups | Group contacts for filtering and reporting |
| Contact Categories | Classify your customers and vendors |
| Item Groups | Organize products into logical groups |
| Item Categories | Classify items by category for reports |
| Sales Persons | Maintain a list of sales reps to assign to transactions |
| Tags | Create custom tags to label any record |
| Reasons | Predefined reason codes for certain actions |
Data & Integrations
Data Upload
Import contacts, items, or transactions from Excel/CSV spreadsheets. Settings > Data Upload
See Data Import & Export.
Data Management (Backup & Restore)
Export a full backup of your business data to a ZIP file, or restore from a previous backup. Settings > Data Management
Recurring Transactions
Schedule invoices or bills to be created automatically on a recurring basis. Settings > Recurring Transactions
Integrations
Connect third-party apps and services to MyBooks. Settings > Integrations
Subscription & Support
Recycle Bin
View and restore deleted records, or permanently remove them. Settings > Recycle Bin
Subscription
View and manage your MyBooks plan. Settings > Subscription