Books
Monitor business financial reports with book-keeping system by using books app..
By Stephen and 3 others4 authors28 articles
POS Synchronization
How the journal made from POS webhook
- Customer Invoice Journal in Books AppJournal entries that are automatically generated when a sales transaction is processed in the POS system
- Supplier Bill (Purchase) Journal in Books AppJournal entries that are automatically generated when a purchase transaction is processed in the POS system
- Inventory Adjustment Journal in Books AppJournal entries that are automatically generated when create an adjustment in POS system
Books App General
General Configuration For Books App
- Viewing Report From Single COA in Report General LedgerLearn in more details how to use General Ledger menu in Books by DealPOS
- Viewing Asset, Liability, and Equity in Report Balance SheetUnderstand how Assets, Liabilities, and Equity are formed from business activities and viewed in the Balance Sheet report.
- Getting Started With Books App: Simple Bookkeeping GuideDealPOS Books app introduction.
- User Group Roles for Books AppUnderstanding User Group Roles in Books App
- How to Invite User to BooksStep-by-step guide: How to invite another user to sign in to Books.
- Create New Category for Chart of Account in Books AppLearn how to create a new category for COA in the DealPOS Books App.
- Create New Manual Journal in Books AppCreate new manual journal in the Books app to record operational expenses or non-sales transactions.
- Create New Chart of Account in Books AppLearn how to create a Chart of Account in Books DealPOS to make your financial reports clearer and easier to analyze.
- Create Manual Journals By Bulk Using Import CSV FileCreate manual journals to record operational expenses or non-sales transactions.
- Submit Expense in Books App Using Record Expense FeatureRecord other expenses besides transactions in Books App
- Create Recurring Expense to Record Regular ExpensesEasily record recurring costs like rent or subscriptions automatically with the Recurring Expense feature
- DealPOS Books App RegistrationGuide on how to register to DealPOS Books App (new accounting app provided by DealPOS)
- Submit Received Money in Books App Using Receive Money FeatureSubmit the received money from any source like grant, a capital contribution, and others in Books App using receive money feature
- Migrate or Create New Journal Tag In Books AppLearn how to Create or Migrate Journal Tags in the Books App to filter accounting reports by outlet.
- Using Journal Tag To Differentiate the COA Visibility For Each UserJournal Tags help control Chart of Accounts visibility and restrict financial reports per outlet, ensuring users only access accounting data relevant to their outlet.
- Configuring the Automatic Journal Number Generator in Books App SetupLearn how to set up automatic journal numbers in the DealPOS Books App for organized accounting records.
- Correcting Unbalance Journal using Tools Unbalance JournalFix the journal that is not balanced in the Books app.
- Access Types in Chart of AccountsLearn more about 3 levels of COA access types in DealPOS Books
- Generate Journal from POS Transactions Whose Journals Have Not Yet Been CreatedManually generate missing journals in the Books app for POS transactions.
- Bookkeeping Introduction: Manage Your Business Finances With Bookkeeping ProcessAn Introduction and explanation about Bookkeeping Process
- How To Add Closing Entries In Books AppCreate closing entries to close the accounting period and transfer temporary account balances to retained earnings.
- How To Add Opening Balance In The Books AppSetting up the opening balances when first using Books App
- Revenue and Expense Check on Books Profit and LossLearn what is and how to check DealPOS Books Revenue and Expense Reports.
- Viewing Report From Multiple COA in Report Multi LedgerLearn in more details how to view report from multiple COA in Books
- Migrating Data From Accounting Apps to Books AppsGuide to migrate your accounting.dealpos.app data to the new books.dealpos.app