OneBooks documentation

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Create your accountSign up, verify your email and sign in.

Choose your countryCurrency, tax name and default rate are set from your country.

Set up your businessCompany details, tax settings, fiscal year and preferences.

Your first invoiceA ten-minute tutorial from customer to payment.

Browse by area

Sales

Customers, quotes, invoices, credit notes, payments and receivables.

Purchases

Suppliers, bills, debit notes, supplier payments and payables.

Expenses and items

Record an expense, expense accounts, the items catalog and bulk import.

Banking

Cash and bank accounts, transfers and bank reconciliation.

Accounting

How the ledger works, chart of accounts, journal entries, opening balances and fiscal years.

Reports

Profit and loss, balance sheet, cash flow, trial balance, ledgers and aging.

Tax and compliance

Tax settings, Saudi Arabia ZATCA e-invoicing, India GST, UAE, United States, United Kingdom and more countries.

AI assistant

Ask for reports, draft documents, receipt photos, credits and connecting Claude or ChatGPT.

Apps and integrations

LithosPOS, Shopify, Square, Clover, Lightspeed, Loyverse and Tally.

Data, settings and team

Import and export, print templates, users and roles, billing and support.

Popular tasks

• Record a customer payment
• Void an invoice or write off a bad debt
• Upload and reconcile a bank statement
• Set up ZATCA e-invoicing in Saudi Arabia
• Prepare GSTR-1 and GSTR-3B in India
• Invite a team member and choose a role
• Connect a point of sale

Reference

Glossary · Document statuses · Default chart of accounts · Keyboard shortcuts · FAQ · Troubleshooting · Security and privacy · Get support

This documentation is available in English, العربية and Español. Every page has a Markdown version for AI tools — use Copy as Markdown on any page, or read llms.txt.