Skip to main content

Getting Started

Setting up your business on MyBooks is quick and easy. Follow these steps to get your account ready for day-to-day operations.

1. Complete Your Business Profile​

Before you start creating invoices, ensure your business details are accurate:

  1. Navigate to Settings > Brand Settings.
  2. Upload your Business Logo.
  3. Enter your Business Name, Address, and GSTIN (if applicable).
  4. Set your Base Currency.

2. Set Up Tax Rates​

Configure the tax rates applicable to your region:

  1. Go to Settings > Tax Rates.
  2. Add common tax percentages (e.g., GST 5%, 12%, 18%).
  3. Define tax groups if needed for composite taxes.

3. Invite Team Members​

If you have a team, you can add them to your MyBooks account:

  1. Go to Settings > User Management.
  2. Click Invite User.
  3. Enter their email address and assign a role (e.g., Admin, Accountant, Sales Manager).

4. Import Your Data​

If you're moving from another system, you can import your existing data:

  • Contacts: Import Customers and Vendors from CSV/Excel.
  • Items: Upload your product catalog.
  • Opening Balances: Enter your starting balances for accounts.

Next, you might want to add your first contact or create an item.