Getting started
What AutoBooks does, setting up a workspace, and finding your way around.
9 articles
Overview
- What AutoBooks doesAutoBooks turns invoices, receipts, statements, and spreadsheets into rows an accountant reviews before anything is posted.
- CA firm or company workspaceChoose a CA firm workspace to serve many client businesses, or a company workspace to keep one set of books in-house.
- How AutoBooks works with Tally PrimeAutoBooks prepares and checks entries. Tally Prime stays the books of record.
- A simple daily workflowUpload, wait for reading, review, then add to the trial balance or send to Tally.
Account setup
- Create a workspaceSign up with email and password, or with Google or Apple, then choose CA firm or company.
- Signing in and staying signed inSign in with email and password, or Google or Apple. Idle sessions sign out after about 30 minutes.
- Accept an invitationOpen the invite email, set a password of at least 8 characters, and you land on the Dashboard.
- English, Kiswahili, and FrenchSwitch the interface language in Settings. Names that come from Tally stay as they were synced.
- Finding your way aroundA short tour of the sidebar: Dashboard, Clients, Documents, Review Grid, Ledgers, Trial Balance, Insights, and Settings.