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Introduction to MyBooks

Welcome to MyBooks, your comprehensive business management and accounting solution. MyBooks is designed to simplify your financial operations, from tracking sales and expenses to managing inventory and generating tax-ready reports.

Key Features​

  • Sales & Invoicing: Create professional invoices, estimates, sales orders, delivery notes, and proforma invoices. Track customer payments and credit notes.
  • Purchase & Expense Tracking: Manage vendor bills, purchase orders, purchase returns, and direct expenses. Pay vendors and track debit notes.
  • Contacts Management: Maintain a single list of Customers and Vendors with transaction history, outstanding balances, and statements.
  • Items & Price Lists: Define products and services with GST details, inventory tracking, and multiple price lists for different customer groups.
  • Banking & Reconciliation: Import bank statements and match transactions to your records for accurate books.
  • Financial Reporting: Gain insights with Profit & Loss, Balance Sheet, Cash Flow, Trial Balance, and General Ledger reports.
  • GST Compliance: Automatically generate GSTR-1, GSTR-2 (Inward Supplies), and GSTR-3B reports for Indian businesses.
  • Inventory Management: Track stock levels for items, set reorder points, and make stock adjustments (requires Inventory module).
  • Multi-User Access: Invite team members with specific roles and fine-grained screen-level permissions.

Why Use MyBooks?​

MyBooks provides a user-friendly interface that hides the complexity of accounting. Whether you're a small business owner or an experienced accountant, MyBooks offers the tools you need to stay organized and grow your business.

Where to Begin?​

If you're new, start with the Getting Started guide to configure your business profile, taxes, and other essentials before creating your first transaction.