How to Get Started with Easy on Books?

Welcome to Easy on Books, your one-stop platform for streamlining your business finances. Embarking on a journey with us is simple, and within minutes, you can start benefiting from our vast range of features. Here’s a step-by-step guide on how to get started.

1. Sign Up

• Create an Account: Click on the ‘Sign Up’ button on our homepage.
• Fill in Details: Provide your business details, including business name, nature, and size.
• Choose a Subscription: Based on your needs, select a suitable plan.

Tip: Check out our comparison chart to determine the best plan for you.

2. Dashboard Familiarization
   Once you log in, you’ll land on your dashboard. Here’s what you’ll find:

• Overview: A snapshot of your financial health.
• Navigation Panel: Access to all our features.

Tip: Hover over icons for a brief description of each feature.

3. Integrate & Sync

• Bank Integration: Connect your business bank account for real-time transaction updates.
• Third-party Integrations: Sync with apps like Stripe, tax applications, and more.

Tip: Ensure you grant all necessary permissions for seamless integration.

4. Customer & Vendor Setup

• Add Customers: Input client details for easy invoice generation.
• Input Vendors: Save vendor details for quick purchase order creation.

Tip: Use the import feature to upload customer/vendor lists.

5. Invoice Creation & Management

• Generate Invoices: Use our templates to create professional invoices.
• Manage Invoices: Track paid, unpaid, and overdue invoices.

Tip: Personalize your invoice with your logo and business details.

6. Manage Expenses & Receipts

• Track Expenses: Input and categorize business expenditures.
• Upload Receipts: Snap photos of receipts and upload them for record-keeping.

Tip: Use the mobile app for on-the-go expense management.

7. Explore Advanced Features
   Dive into HR & Payroll management, document storage, task management, and more. Familiarize yourself with each module to maximize the platform’s benefits.

Tip: Check out our tutorials for in-depth guidance on each feature.

8. Seek Support
   Have questions? We’re here to help.

• Help Center: Comprehensive FAQs and how-to guides.
• Contact Support: Reach out to our dedicated support team.

Tip: Join our webinars to gain insights and best practices.

9. Stay Updated
   Keep your software updated and check in for new feature releases, enhancements, and industry-specific tools tailored for you.

Tip: Subscribe to our newsletter for the latest news and updates.