Getting Started with myBooks Accounting

Welcome to myBooks! This guide helps you set up your organization’s accounting profile, tax structures, and invoice templates.

Step 1: Create Your Organization

1. Log in to your Zetran account portal.
2. Select myBooks from the dashboard.
3. Fill in your business registration details, currency, and fiscal year starting month.

Step 2: Configure Tax Settings

Go to Settings > Tax Configuration to define VAT, GST, or State Sales Taxes. You can assign default tax rates to items or services.

Step 3: Issue Your First Invoice

1. Click Sales > Invoices > Create New.
2. Select an existing client or fill in new customer details.
3. Add billing line items, select the tax rate, and click Send.