How to Set Invoice Templates in HostBooks?

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.