This guide provides basic settings of the sales invoice. IF Entering initial balances has not been saved, no accounting entries are made in the accounts Before entering your first sales invoice, you should think about the format of the invoice numbers. By default, the number formula is set to the […]
Partners import (clients, suppliers, reporting persons)
Partners -> Clients and Suppliers -> Actions button -> Import If you have exported partner data from previously used software, you can import it into SimplBooks. To do this, prepare a CSV file with the required data. Below, you’ll find information on the fields that can be imported and whether […]
Shopify integration
“SimplBooks’ free Shopify interface option can be activated in the ”Settings -> Interfaces” menu. In the case of this interface, it is not a fully automatic interface with which sales orders immediately reach SimplBooks at the moment of entry, but in order for orders to reach SimplBooks, you need to […]
PrestaShop integration
The free PrestaShop interface option by SimplBooks can be activated from the “Settings -> Integrations” menu. In the case of this integration, it is not a fully automatic with which sales orders immediately reach SimplBooks at the moment of entry, but for the orders to reach SimplBooks, it is necessary […]
Entering initial balances – starting company
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 […]
