# Welcome to OneBooks

> What OneBooks is, who it is for, how it is organised, and where to start depending on what you need to do.

Canonical: https://docs.getonebooks.com/getting-started/welcome/
Language: en
Documentation index: https://docs.getonebooks.com/llms.txt

OneBooks is cloud accounting software for small and medium businesses. You issue quotes and invoices, record purchases and expenses, reconcile your bank, and get live financial reports — while a real double-entry ledger runs underneath, so an accountant can pick up the same books without re-entering anything.

![The OneBooks dashboard showing revenue, receivables, payables and recent activity for a demo business](https://docs.getonebooks.com/screenshots/en/dashboard-overview.webp)

## Who OneBooks is for

- **Business owners and managers** who want to invoice, get paid and see profit without learning accounting. Use **Simple mode**: money in, money out, who owes you.
- **Accountants and bookkeepers** who need journals, a chart of accounts, trial balance and audit trail. Use **Accountant mode** on the same data.
- **Businesses in regulated markets** — Saudi Arabia (ZATCA e-invoicing), India (GST and GSTR filings), the UAE, the UK and others — where tax rates, currency precision and document formats are set up for you from your country.
- **Point-of-sale businesses** using LithosPOS, Shopify, Square, Clover, Lightspeed or Loyverse, whose daily sales post into the books automatically.

## How the product is organised

The left sidebar mirrors the sections of this documentation:

| Area | What lives there |
|---|---|
| **Dashboard** | Revenue, cash position, receivables and payables at a glance. |
| **AI Assistant** | Ask questions about your books, draft documents, photograph receipts. |
| **Items** | Your catalog of goods and services with prices and tax defaults. |
| **Sales** | Invoices, sales returns (credit notes), quotes, customers, receivables, payments. |
| **Purchasing** | Purchases (bills), suppliers, purchase returns (debit notes), supplier payments, payables. |
| **Expenses** | Cash and bank expenses recorded straight against an expense account. |
| **Accounting** (Accountant mode) | Journal entries, contra transfers, chart of accounts, bank reconciliation. |
| **Reports** | Profit and loss, balance sheet, cash flow, trial balance and more. |
| **Data** | Import and export. |
| **Apps** | Point-of-sale and other integrations. |
| **ZATCA** (Saudi Arabia only) | E-invoicing submissions dashboard. |

Settings, billing, users and support are reached from your user menu at the bottom of the sidebar.

## Where to start

  - [Create your account](https://docs.getonebooks.com/getting-started/create-account/) — Sign up with email or Google and verify your address.
  - [Choose your country](https://docs.getonebooks.com/getting-started/choose-country/) — Sets currency, decimals, tax name and default rate.
  - [Set up your business](https://docs.getonebooks.com/getting-started/set-up-business/) — Company profile, tax rates, fiscal year and preferences.
  - [Your first invoice](https://docs.getonebooks.com/getting-started/first-invoice/) — Customer → invoice → payment, with the accounting explained.
  - [Migrating to OneBooks](https://docs.getonebooks.com/getting-started/migrating/) — Bring customers, suppliers, items, opening balances and Tally data.

## How this documentation is written

- Menu paths are written as **Sales → Invoices**. Button and field names are shown in **bold** exactly as they appear in the app.
- Pages that post to the ledger end with an **Accounting effect** note listing the exact accounts debited and credited, so an accountant can verify what the app does.
- Screenshots come from a demo business and are refreshed automatically when the app changes.
- Every page exists in English, Arabic and Spanish. Use the language switcher in the header.

## Getting help

Use the in-app **AI Assistant** for "how do I…" questions — it searches this documentation and answers with links — or open a support request from **Support** in the sidebar. See [Get support](https://docs.getonebooks.com/reference/get-support/).