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Know about Configuration on ProfitBooks Account and Payment Gateway Set-ups
Setup and Configuration
How to upload logo in ProfitBooks
How to change the Invoice numbering?
Lets see how can we change the sequence number for Invoice Please follow the path Settings > Invoice Section You will see following options: Random Unique Number : In this option, system will select a random unique number for each invoice. Daily reset sequence number : If the transaction volume for invoices is high, the daily reset sequence is helpful. The by default
How to create a New Product or Service ?
How to create a New Product or Service in ProfitBooks?
How to add Custom Fields on Invoices?
How to add Custom Fields on Invoices?
How to set up Taxes?
How to set up Taxes? For Indian users the GST Tax Master for all tax rate slabs is pre-populated. User need not do separate tax addition. Lets see how to set up Taxes in ProfitBooks for Non-Indian Users. Please go to Accounting > Taxes You will see all the tax list with option to make Inactive. Click on New Tax to add a new tax rate as applicable. !(https://storage.crisp.chat/us
How to change my company Logo?
Know about How to Change company Logo in ProfitBooks?
How to create Projects?
How to create Projects in ProfitBooks?
How to invite an Auditor?
How to invite an Auditor? With this feature of Inviting an auditor, users and the auditors can work on the same data. Audior login will get a read only access to the data. You can invite an Auditor via following steps : Accounting > Auditors Click on Add Auditor. Fill in the name and Ema
How to add Authorised Signatory Field on Invoice?
How to add Authorised Signatory Field on Invoice? Lets see how we can add up Authorised Signatory on Invoice Please follow the steps : Settings > Invoice > Templates You need to select the **Retail template **to get the Authorised Signatory option on the Invoice. Select and Save. The Invoice is ready to use. **You can also read about ** [How to create an Invoice?](/en-us/article/ho
How to delete a Vendor?
How to Delete a Vendor in ProfitBooks?
How to change Voucher numbering?
How to change Voucher numbering in ProfitBooks?
How to update sale and purchase price of a product?
How to update sale and purchase price of a product in ProfitBooks?
Welome to ProfitBooks! Please watch the application overview below to get yourself familiar with the application.
How to delete a Customer?
How to delete a Customer in ProfitBooks?
How to create new account?
Account are maintained to determine the hierarchy of Ledger Accounts, which is helpful in determining and presenting meaningful and compliant reports. Using this you can generate reports, which are meaningful as well as compliant with laws. #How to create new account? In ProfitBooks some accounts are already made in default and some accounts users would required to make, to make New account: Go to Accounting > Chart of accounts, Now to make new account, click on add new account and fill
How to add Opening Balance of Accounts, customers and vendors?
What is Opening Balance? The debit or credit balance of a ledger account brought forward from the old accounting period to the new accounting period is called opening balance. This will be the first entry in a ledger account at the beginning of an accounting period. Let's see how to add Opening Balances in ProfitBooks: Go to Accounting > Chart of Accounts > New Account Fill in the below
Can I change the country and currency after sign up?
Can I change the country and currency after sign up? The country selected at the time of sing up can not be changed after the sign up is completed. The currency is auto selected by system based on the country selected at the time of sign up. **You can also read: ** How to delete ProfitBooks account [How to check recent activities of users? (Audit Log)](/en-us/article/how-to
How to update the start date of any account?
Accounting dates usually refer to the actual dates that an accounting period begins and ends. **#Let's see how to update the start date of any account: ** The effective date of any account can be changed from Chart of Account. First go to Chart of Account > Click on the account on for which you wish to change the effective date. Then click on edit, you will be able to see the effective date field. You can change it. Click on update account and it's done. !(https://storage.crisp.chat/
How to Create Account Group?
An account group is segregating or grouping similar accounts into a single group. Each account group is assigned to a chart of accounts. In Profit Books, there are already some account groups that are created in default such as Bank accounts, Cash accounts, Capital, Secured loan accounts, Unsecured loan accounts, Current Liability, Fixed Asset, Other current assets, Customers(Debtors), Vendors(creditors), etc. under primary group. ![List of Account Group](https://storage.crisp.chat/users/help
How to choose Invoice templates?
There are different invoice template which a user can choose as per their business under ProfitBooks. # How to choose Invoice templates? In order to change invoice template user must follow this basic steps mentioned below: Step 1: Go to Settings> Invoices. Step 2: Under Invoice Template, and Select Template choose the required template you want. You can select from : Classic. Modern 1. T
Migrating from previous accounting system to ProfitBooks
Let's see how to migrate from previous accounting to ProfitBooks: You can import most of the stuff like customers, products, invoices, expenses and journal vouchers. Our customers normally specify closing balances of previous bookkeeping system as opening balance in ProfitBooks. Let's see all one by one : Importing Customers You can import customers via following steps : Income > Customers > New Customer
How to change the base currency?
The currency is auto selected by system based on the country selected at the time of sign up. This one can not change there base currency once you have logged in your account. Please consider creating a new account on ProfitBooks.if you want a new currency as your base currency, However you can have invoices in different currency under ProfitBooks. You can also read about: [How to create invoice in different currency?](/en-us/art