HostBooks Accounting Software Questions & Answers

To Create and Manage Your Contacts with HostBooks Accounting Software, follow the steps given below:

• Open your HostBooks account
• Navigate to the ‘Contacts’ module’
• Click on the ‘+Contact’ icon
• Select the contact type and Input the required details
• And click on ‘Verify’
• Click on ‘Accept’
• Click on Save
• To edit a specific contact, go to the contact and click on the ‘EDIT CONTACT’ option
• Change the required fields and click on save
• To create a group for your business, navigate to the contacts module and click on the ‘+group’ icon
• Name the group and add a description
• Click on save
• Select the businesses you wish to add in the group by checking the box next to them and clicking on the options dropdown menu and clicking on the ‘Add to group’ icon
• To import contacts, click on the import button and select ‘Load File’
• Select the file and click on ‘Test Import’
• To Export contacts, click on Exports and select the format
• Click on Export
• To archive or delete a contact, select the contact and click on the options drop down menu and click on ‘Archive’ or ‘Delete’ depending on your requirements

To Create Multiple Business- Entities with HostBooks Accounting Software, follow the steps given below:

• Open Your HostBooks account
• Click on the ‘Add Entity’ option
• Input the required details
• Choose a specific module or select the ‘All in one’ option to enable all modules
• Select the financial year and click on the save button
• Press on the ‘Go to dashboard’ option
• If you wish to add more entities, Click on the ‘+’ icon on the top right corner of the page
• You can also click on the ‘import’ button on the upper right part of the page to add businesses in bulk by downloading the template and adding all the required details, then importing it to the platform.
• You can edit, deactivate or delete your entity by pressing the ‘eye’ icon next to the entity name.

To Manage your Inventory with HostBooks Accounting Software, follow the steps given below:

• Open your HostBooks account
• Navigate to the ‘Sales’ module and select ‘Inventory’
• Click on +Inventory
• Input the required details
• Click on save
• To categorize your products, navigate back to the dashboards page
• Click on +Group
• Input the required details
• To import multiple items, click on the Import option and select the required field
• Press ‘Load File’ and select the file
• To Export all your items, navigate to ‘Export’ and select the required field
• Select the format click on Export
• To edit your product, click on the product name
• Select the Edit option and edit the required fields
• Click on the save button to update the changes
• To delete a product, click on the delete button next to the product
• Click on OK

HostBooks accounting software provides tools that enable companies to track income and expenses, generate financial reports and GST Bills, manage financial transactions, and maintain up-to-date and accurate financial records.

HostBooks is an accounting software that is cloud-based and provides tools that simplify accounting. The platform enables its users to keep records, manage compliance needs, generate financial reports, track expenses and income etc. to help simplify accounting.

To generate, update, reject, and cancel e-way bills using HostBooks, follow the steps given below

• Generate
  • Open your HostBooks account
  • Press on the ‘Edit and Generate E-Way Bill’ in the upper right part of the screen
  • Hit Edit to verify details
  • Click on save after making the required changes
  • The e-way bill date and number will be shown
  • Hit Go
  • Press on the ‘View Details’ option to check the details
  • Save the e-way bill.
• Update transportation details
  • Open your HostBooks account
  • Navigate to the ‘Update Part B’ on the left part of the screen
  • Press the ‘Update Transportation Details’ option
  • Enter the date and place of the change
  • Select a reason from the drop-down menu.
• Reject
  • The e-way bill can be rejected If the delivery isn't received. To do this, the e-way bill number is required.
• Cancel
  • Choose the status for cancellation
  • Input any remarks if required
  • Hit Cancel

• To Reject an e-way bill with HostBooks, follow the steps given below:
  • Log in to HostBooks portal
  • Click on Reject from the left sidebar
  • Select the date that the e-way bill was created
  • Hit Submit
  • Click on the reject checkbox for the e-way bill you wish to reject
  • Hit Reject
  • The number of rejected e-way bills will be displayed by the system
  • If the user does not get the consignment, they have the option to reject an e-way bill. The e-way bill number that they wish to reject will be required.
• To cancel an e-way bill with HostBooks, follow the steps given below:
  • Log in HostBooks portal
  • Select the e-way bill you wish to cancel
  • Hit Cancel from the drop-down menu
  • Input the twelve-digit e-way bill number
  • Press Go
  • Give the reason for cancellation
  • Hit Submit to cancel the e-way bill
  • If the items aren't transported, the consignee or consignor may cancel an e-way bill within 24 hours of it being generated. The system doesn't accept cancellations after that.

To generate invoices and e-way bills using HostBooks, follow the steps given below:

• Invoices
  • Open your HostBooks account
  • Navigate to the HostBooks GST Module Dashboard
  • Press Sales Invoice
  • Click on + Create Sales Invoice
  • Input the required details
  • Press Save
• E-way bills
  • Open your HostBooks account
  • Choose a saved transaction
  • Press Generate E-Way Bill from the upper right options
  • Select Generate to get the e-way bill number and date.

To set up invoice templates in HostBooks, follow the steps given below:

• Open your HostBooks account
• Navigate to Templates from the sidebar
• Click on Firm templates
• Choose Invoices
• Press on the name of the invoice template that you wish to change
• Make the changes to the template as per your requirement
• Press Save & Exit

To Create and Apply UOC in HostBooks, follow the steps given below;

• Open your HostBooks account
• Navigate to ‘Inventory’ from the sidebar
• Click on the ‘Settings’ icon on the top right corner of the page
• Click on ‘More Settings’
• Select ‘Levels’ and enable the toggle next to the ‘Alternate UOM’ option
• Navigate back to Inventory > Units > +UOC
• Input the required details
• Click on Save
• Add the new product to apply UOC to by navigating to Inventory and clicking +Product and adding the required details.
• If the product has already been added, click on the icon next to the actions tab of the product and click on edit
• Add the required details.