How to Create and Manage Your Contacts with HostBooks Accounting Software?

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