These instructions include video and text material with examples of how to offset debts between several companies (e.g., a company has a debt to a supplier and at the same time has a sale to the supplier/buyer) and how to write off a debt due to bank charges, an invoice […]
Recording taxes and expense payments
Entering bank, state tax, and other transactions that are not related to invoices. If you want to enter a payment that is not related to a purchase or sale, such as a bank commission fee or taxes, go to Accounting – Transactions, click +New transaction and enter the data (description, […]
Payroll and salaries calculation
In this article, you will find payroll module settings from entering employee data to paying out salaries. Note: check the Payroll settings used in the software. The accounting accounts used – Menu Settings → Automatic operations → Payroll. Also tax and accrual settings – Menu Settings → Payroll settings. Entering employee […]
Adding sales invoice -entry examples
In the sample images, some fields have been deactivated, which may result in a view different from the one in your environment.For more information on configuring the invoice transaction view, please refer to the guide Adding sales invoice. To enter a new invoice, go to the Operations menu and select […]
Adding sales invoice – settings and entry
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 […]
