# OneBooks documentation

> Learn how to run your books in OneBooks — from your first invoice to tax filing, in English, Arabic and Spanish.

Canonical: https://docs.getonebooks.com/
Language: en
Documentation index: https://docs.getonebooks.com/llms.txt

## Start here

  - [Create your account](https://docs.getonebooks.com/getting-started/create-account/) — Sign up, verify your email and sign in.
  - [Choose your country](https://docs.getonebooks.com/getting-started/choose-country/) — Currency, tax name and default rate are set from your country.
  - [Set up your business](https://docs.getonebooks.com/getting-started/set-up-business/) — Company details, tax settings, fiscal year and preferences.
  - [Your first invoice](https://docs.getonebooks.com/getting-started/first-invoice/) — A ten-minute tutorial from customer to payment.

## Browse by area

**Sales**

    [Customers](https://docs.getonebooks.com/sales/customers/), [quotes](https://docs.getonebooks.com/sales/quotes/), [invoices](https://docs.getonebooks.com/sales/invoices/), [credit notes](https://docs.getonebooks.com/sales/sales-returns/), [payments](https://docs.getonebooks.com/sales/payments/) and [receivables](https://docs.getonebooks.com/sales/receivables/).

**Purchases**

    [Suppliers](https://docs.getonebooks.com/purchases/suppliers/), [bills](https://docs.getonebooks.com/purchases/bills/), [debit notes](https://docs.getonebooks.com/purchases/purchase-returns/), [supplier payments](https://docs.getonebooks.com/purchases/supplier-payments/) and [payables](https://docs.getonebooks.com/purchases/payables/).

**Expenses and items**

    [Record an expense](https://docs.getonebooks.com/expenses/record/), [expense accounts](https://docs.getonebooks.com/expenses/accounts/), the [items catalog](https://docs.getonebooks.com/items/catalog/) and [bulk import](https://docs.getonebooks.com/items/import/).

**Banking**

    [Cash and bank accounts](https://docs.getonebooks.com/banking/accounts/), [transfers](https://docs.getonebooks.com/banking/contra/) and [bank reconciliation](https://docs.getonebooks.com/banking/reconciliation/).

**Accounting**

    [How the ledger works](https://docs.getonebooks.com/accounting/how-it-works/), [chart of accounts](https://docs.getonebooks.com/accounting/chart-of-accounts/), [journal entries](https://docs.getonebooks.com/accounting/journal-entries/), [opening balances](https://docs.getonebooks.com/accounting/opening-balances/) and [fiscal years](https://docs.getonebooks.com/accounting/fiscal-years/).

**Reports**

    [Profit and loss](https://docs.getonebooks.com/reports/profit-loss/), [balance sheet](https://docs.getonebooks.com/reports/balance-sheet/), [cash flow](https://docs.getonebooks.com/reports/cash-flow/), [trial balance](https://docs.getonebooks.com/reports/trial-balance/), [ledgers](https://docs.getonebooks.com/reports/general-ledger/) and [aging](https://docs.getonebooks.com/reports/aging/).

**Tax and compliance**

    [Tax settings](https://docs.getonebooks.com/tax/settings/), [Saudi Arabia ZATCA e-invoicing](https://docs.getonebooks.com/tax/saudi-arabia/), [India GST](https://docs.getonebooks.com/tax/india/), [UAE](https://docs.getonebooks.com/tax/united-arab-emirates/), [United States](https://docs.getonebooks.com/tax/united-states/), [United Kingdom](https://docs.getonebooks.com/tax/united-kingdom/) and [more countries](https://docs.getonebooks.com/tax/other-countries/).

**AI assistant**

    [Ask for reports](https://docs.getonebooks.com/ai/reports/), [draft documents](https://docs.getonebooks.com/ai/drafting/), [receipt photos](https://docs.getonebooks.com/ai/receipts/), [credits](https://docs.getonebooks.com/ai/credits/) and [connecting Claude, ChatGPT and other agents](https://docs.getonebooks.com/ai/mcp/).

    <BrandLogo name="claude" label="Claude" size={18} /><BrandLogo name="chatgpt" label="ChatGPT" size={18} /><BrandLogo name="openclaw" label="OpenClaw" size={18} />

**Apps and integrations**

    [LithosPOS](https://docs.getonebooks.com/integrations/lithospos/), [Shopify](https://docs.getonebooks.com/integrations/shopify/), [Square](https://docs.getonebooks.com/integrations/square/), [Clover](https://docs.getonebooks.com/integrations/clover/), [Lightspeed](https://docs.getonebooks.com/integrations/lightspeed/), [Loyverse](https://docs.getonebooks.com/integrations/loyverse/) and [Tally](https://docs.getonebooks.com/integrations/tally/).

**Data, settings and team**

    [Import and export](https://docs.getonebooks.com/data/import-export/), [print templates](https://docs.getonebooks.com/data/print-templates/), [users and roles](https://docs.getonebooks.com/settings/users-roles/), [billing](https://docs.getonebooks.com/settings/billing/) and [support](https://docs.getonebooks.com/settings/support/).

## Popular tasks

- [Record a customer payment](https://docs.getonebooks.com/sales/payments/)
- [Void an invoice or write off a bad debt](https://docs.getonebooks.com/sales/invoice-statuses/)
- [Upload and reconcile a bank statement](https://docs.getonebooks.com/banking/reconciliation/)
- [Set up ZATCA e-invoicing in Saudi Arabia](https://docs.getonebooks.com/tax/saudi-arabia/)
- [Prepare GSTR-1 and GSTR-3B in India](https://docs.getonebooks.com/tax/india/)
- [Invite a team member and choose a role](https://docs.getonebooks.com/settings/users-roles/)
- [Connect a point of sale](https://docs.getonebooks.com/integrations/overview/)

## Reference

[Glossary](https://docs.getonebooks.com/reference/glossary/) · [Document statuses](https://docs.getonebooks.com/reference/statuses/) · [Default chart of accounts](https://docs.getonebooks.com/reference/chart-of-accounts/) · [Keyboard shortcuts](https://docs.getonebooks.com/reference/keyboard-shortcuts/) · [FAQ](https://docs.getonebooks.com/reference/faq/) · [Troubleshooting](https://docs.getonebooks.com/reference/troubleshooting/) · [Security and privacy](https://docs.getonebooks.com/reference/security-privacy/) · [Get support](https://docs.getonebooks.com/reference/get-support/)

This documentation is available in English, [العربية](https://docs.getonebooks.com/ar/) and [Español](https://docs.getonebooks.com/es/). Every page has a Markdown version for AI tools — use **Copy as Markdown** on any page, or read [llms.txt](https://docs.getonebooks.com/llms.txt).
