MMyAccountBooksAccounting on every device
Help Center

What do you want to do?

Search by task, then open module help. These pages are written as product help: what to tap, what to enter, what to check, what to avoid, and where to go next.

Search Help

Type what you want to do: create invoice, restore entry, run backup, switch calculator, submit reimbursement, GST, import, or vault.

Common tasks

Start here when you know what you want to do.

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Add income or expense

Open the practical help article.

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Create a transfer

Open the practical help article.

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Restore a deleted entry

Open the practical help article.

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Run a backup

Open the practical help article.

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Import a bank statement

Open the practical help article.

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Create an invoice with letterhead

Open the practical help article.

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Submit a reimbursement claim

Open the practical help article.

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Approve and pay reimbursement

Open the practical help article.

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Use Switch Calculator

Open the practical help article.

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Review Trade Ledger

Open the practical help article.

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Fix Financial Statement mappings

Open the practical help article.

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Set up GST

Open the practical help article.

Billing

📘

Create invoices, estimates, purchases, and payments

Create billing documents, review totals and tax, preview PDF, finalize/share, and record payment correctly.

Billing
📘

Set up billing document settings and letterhead

Make invoice, estimate, purchase, and PDF output look professional before sharing with customers or suppliers.

Billing

Business Reports

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Use Trial Balance, P&L, Balance Sheet, and CA Export Pack

Generate reliable accountant-ready reports by fixing mappings, reviewing warnings, and exporting clean handoff files.

Business Reports
📘

Grant and revoke accountant access

Grant controlled accountant access, export CA packs, review actions, and revoke access safely.

Business Reports

Business Setup

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Work with companies, members, and roles

Manage personal vs business mode, company creation, member invitations, roles, permissions, and company switching.

Business Setup

Business Workflow

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Claim, approve, and pay reimbursements

Help claimers, approvers, and payers move reimbursements through the workflow without mixing them with normal expenses.

Business Workflow

Core Accounting

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Record, edit, delete, and restore entries

Record daily money movement accurately and understand how edits, transfers, deletes, restores, and permanent deletion behave.

Core Accounting

Core Setup

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Set up sources, categories, and currencies

Maintain clean accounting masters so everyday entries, imports, reimbursements, billing, inventory, and reports stay reliable.

Core Setup

Files

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Use Vault and attachments without losing context

Attach, find, retain, and understand files without confusing Vault with backup or sync.

Files

Getting Started

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Getting started with MyAccountBooks

Set up the app in the right order so entries, insights, imports, reports, backup, and modules work reliably.

Getting Started

Import

📘

Import files without damaging your books

Import files safely without creating duplicates, wrong categories, bad mappings, or damaged books.

Import

Inventory

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Manage inventory items and stock movements

Manage items, stock in, stock out, adjustments, valuation, and the billing link.

Inventory

Investments

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Set up investments, wallets, assets, and portfolio

Manage investment wallets, holdings, prices, and portfolio summaries without confusing them with daily bookkeeping entries.

Investments
📘

Use the Switch Calculator

Compare a possible asset switch without treating calculator output as an executed trade.

Investments
📘

Use Trade Ledger

Review investment trades, filters, realized/unrealized values, and exportable ledger details.

Investments

Purchases

📘

Understand plans, purchases, and enabled modules

Understand trial, paid modules, subscriptions, restore purchase, and module activation status.

Purchases

Recovery

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Understand sync, backup, restore, and demo data

Use live sync and backup correctly so recovery is safe and newer data is not overwritten by mistake.

Recovery
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Restore or permanently delete records from Recycle Bin

Recover deleted records safely and understand when permanent deletion cannot be undone.

Recovery

Review

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Search entries, files, settings, and deleted records

Find records and setup pages quickly without opening every module.

Review
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Read the Insights dashboard

Understand balances, trends, reporting shortcuts, and where to go next from the landing page.

Review

Settings

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Use Data Tools, demo data, and reset safely

Use starter defaults, local demo data, repair tools, and destructive clear-all actions safely.

Settings

Support

📘

Troubleshoot wrong balances, missing data, sync, import, restore, and settings

Recover from common problems without making the situation worse.

Support

Tax

📘

Set up GST before taxable billing or reports

Set GST/tax basics correctly before creating taxable billing documents or reviewing tax reports.

Tax

Videos

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Video guide library

Use videos as support after written help and guided walkthroughs.

Videos

Guided walkthroughs

Inside the app, guided walkthroughs should appear on complex workflows such as Import Center, Reimbursements, Switch Calculator, Trade Ledger, Financial Statements, Backup, Recycle Bin, Billing, Inventory, and Setup.

Open the app

Video library

Video guides should support written help, not replace it. Use videos after reading quick steps or when training users.

Open video guide library