Frequently Asked Questions

19 articles in this collection
Written by Harshal Katre and Naveen

How Can I Export My Data

Learn how you can take backup of your financial data

Written by Harshal Katre
Updated over a week ago

Is My Data Secure?

Learn about data security in ProfitBooks.

Written by Naveen
Updated over a week ago

How to see customer lifecycle?

Written by Harshal Katre
Updated over a week ago

How to access ProfitBooks Mobile Application?

Written by Harshal Katre
Updated over a week ago

Can I create multiple companies under one login?

Written by Harshal Katre
Updated over a week ago

How to delete a Product?

Written by Harshal Katre
Updated over a week ago

How to create Delivery Challan?

Written by Harshal Katre
Updated over a week ago

How to create a new Vendor?

Written by Harshal Katre
Updated over a week ago

How to Import Vendor List?

Written by Harshal Katre
Updated over a week ago

How to enter previous year data in ProfitBooks?

Written by Harshal Katre
Updated over a week ago

How to Create Account Group?

Written by Harshal Katre
Updated over a week ago

Can I change the country and currency after sign up?

Written by Harshal Katre
Updated over a week ago

How to update sale and purchase price of a product?

Written by Harshal Katre
Updated over a week ago

How to delete a Customer?

Written by Harshal Katre
Updated over a week ago

How to add Authorised Signatory Field on Invoice?

Written by Harshal Katre
Updated over a week ago

How to delete a Vendor?

Written by Harshal Katre
Updated over a week ago

How to set up Taxes?

Written by Harshal Katre
Updated over a week ago

How to create Projects?

Written by Harshal Katre
Updated over a week ago

How to add rounding off/shipping charges in Sales/Purchases?

Written by Harshal Katre
Updated over a week ago