When implementing SimplBooks accounting software, initial balances must be entered for both a starting company and an existing company. Until at least one account has an initial balance entered, no entries can be made. If the initial balances are unknown or all are zero for any other reason, at least […]
VAT statement
HOW TO FIND? – From the main menu “Accounting -> VAT statement” The content of the value added tax report is almost identical to the VMI EDS VAT return form. With a proper configuration of SimplBooks, the value added tax return data can be transferred to both VMI EDS and […]
Activities for importing data from another software
Due to different software structures, it is not possible to transfer all historical data. However, you can import sales invoices, purchase invoices, customer and supplier data, etc. When changing software, it is important to ensure that all the necessary data is exported from the previous software. The company must ensure […]
User registration, adding a company
The implementation of SimplBooks software is quick and easy! The entire process, from start to actually beginning work, takes about 5 minutes. 1 To join, go to the SimplBooks homepage and click the green “Join for free” button. 2 Fill out the registration form, review the terms of service, and […]
Activating CostPocket integration
Activating the CostPocket integration in the SimplBooks environment takes only a few minutes, but digitizing expense documents can save hours of work time annually, allowing for more efficient use of that time. Activation: Settings -> Integrations -> CostPocket After clicking the “Activate” button, a page will open where you can […]