# OneBooks documentation

> Product documentation for OneBooks, the cloud accounting app: sales, purchases, expenses, banking, reports, tax compliance (ZATCA, GST, VAT), the AI assistant and integrations.

## Pages

- [OneBooks documentation](https://docs.getonebooks.com/): Learn how to run your books in OneBooks — from your first invoice to tax filing, in English, Arabic and Spanish.
- [Welcome to OneBooks](https://docs.getonebooks.com/getting-started/welcome/): What OneBooks is, who it is for, how it is organised, and where to start depending on what you need to do.
- [Create your account](https://docs.getonebooks.com/getting-started/create-account/): Sign up for OneBooks with an email address or Google, verify your email, sign in, and understand what the sign-up form asks for.
- [Choose your country and tax setup](https://docs.getonebooks.com/getting-started/choose-country/): How the country you pick at sign-up sets your currency, decimal places, tax name and default rate, and when a state is required.
- [Set up your business](https://docs.getonebooks.com/getting-started/set-up-business/): Complete the company profile, tax settings, fiscal year and preferences so invoices, reports and filings come out right from day one.
- [Simple mode vs Accountant mode](https://docs.getonebooks.com/getting-started/modes/): OneBooks shows the same books in two vocabularies — plain language for owners, accounting terms for accountants. Pick per user, switch any time.
- [Navigating OneBooks](https://docs.getonebooks.com/getting-started/navigating/): The sidebar, header, command palette, quick create menu, notifications, language switcher and the mobile layout.
- [Your first invoice (tutorial)](https://docs.getonebooks.com/getting-started/first-invoice/): A ten-minute walkthrough — add a customer, create and send an invoice, record the payment — with the accounting that happens at each step.
- [Migrating to OneBooks](https://docs.getonebooks.com/getting-started/migrating/): Bring customers, suppliers, items, opening balances and Tally data into OneBooks, and what to enter by hand.
- [Sales overview](https://docs.getonebooks.com/sales/overview/): How quotes, invoices, credit notes, payments and receivables fit together in OneBooks, and which screen to use for each step.
- [Customers](https://docs.getonebooks.com/sales/customers/): Add, edit, archive and delete customers, read the customer page with its documents, payments and activity, and use the Cash Customer.
- [Quotes](https://docs.getonebooks.com/sales/quotes/): Create quotes, send them, mark them accepted or rejected, and convert an accepted quote into an invoice in one click.
- [Invoices](https://docs.getonebooks.com/sales/invoices/): Create, edit and send invoices — customers, dates, line items, discounts, tax, reverse charge, notes, attachments, PDF and delivery channels.
- [Invoice statuses, void and write-off](https://docs.getonebooks.com/sales/invoice-statuses/): What Draft, Sent, Partially Paid, Paid, Void and Written Off mean, when an invoice counts as overdue, and how to void or write off correctly.
- [Sales returns and credit notes](https://docs.getonebooks.com/sales/sales-returns/): Issue a credit note against an invoice, confirm it to reverse revenue and tax, refund the customer or apply the credit to other invoices.
- [Payments received](https://docs.getonebooks.com/sales/payments/): Record full or partial customer payments against one or many invoices, apply unapplied credit, download receipts and delete a payment safely.
- [Receivables and aging](https://docs.getonebooks.com/sales/receivables/): See who owes you, how much and for how long, export the aging report, and chase overdue invoices from one screen.
- [Purchases overview](https://docs.getonebooks.com/purchases/overview/): How suppliers, purchases (bills), debit notes, supplier payments and payables fit together, and when each one posts to the ledger.
- [Suppliers](https://docs.getonebooks.com/purchases/suppliers/): Add, edit, archive and delete suppliers, set payment terms and bank details, and read the supplier page with its bills and payments.
- [Purchases and bills](https://docs.getonebooks.com/purchases/bills/): Record supplier bills as purchases — lines, per-line accounts, tax and reverse charge — finalize them to post, then track and pay them.
- [Purchase returns and debit notes](https://docs.getonebooks.com/purchases/purchase-returns/): Send goods back or reduce a supplier bill with a purchase return, confirm it to reverse cost and input tax, and record the supplier's refund.
- [Supplier payments](https://docs.getonebooks.com/purchases/supplier-payments/): Pay a supplier bill in full or in part, pay several bills with one transfer, apply unapplied credit, and download payment receipts.
- [Payables and aging](https://docs.getonebooks.com/purchases/payables/): See what you owe suppliers, by age and by supplier, plan the coming week's outflow, and export the payables report.
- [Record an expense](https://docs.getonebooks.com/expenses/record/): Record money spent from cash or bank against an expense category, with a reference and receipt, and see the accounting it posts.
- [Expense accounts](https://docs.getonebooks.com/expenses/accounts/): The expense categories OneBooks ships with, how to add your own in the chart of accounts, and how they appear on the profit and loss.
- [Attachments, archive and delete](https://docs.getonebooks.com/expenses/manage/): Attach receipts to expenses, hide an expense from reports with archive, restore it, or delete it with a reversing entry.
- [Items catalog](https://docs.getonebooks.com/items/catalog/): Keep a catalog of the goods and services you sell and buy, so invoices and bills are fast, consistent and correctly posted.
- [Prices, units and tax defaults](https://docs.getonebooks.com/items/pricing-tax/): How an item's sale price, cost price, unit, tax rate and posting accounts flow onto invoice and purchase lines.
- [Import items in bulk](https://docs.getonebooks.com/items/import/): Load your catalog from a CSV or Excel file with the items template — map columns, validate, then import in one go.
- [Inventory fields](https://docs.getonebooks.com/items/inventory-fields/): What the Track inventory, Current Stock and Reorder Level fields do — and what they deliberately do not do — in OneBooks.
- [Cash and bank accounts](https://docs.getonebooks.com/banking/accounts/): How OneBooks knows which accounts are cash or bank, how to add a second bank account or petty cash, and where these accounts are used.
- [Transfers between cash and bank](https://docs.getonebooks.com/banking/contra/): Record a cash withdrawal, a cash deposit or a transfer between bank accounts as a contra entry, and void one recorded by mistake.
- [Bank reconciliation](https://docs.getonebooks.com/banking/reconciliation/): Upload a bank statement, check the column mapping, match each line to a payment or expense, ignore what does not belong, and reconcile the period.
- [How the ledger works](https://docs.getonebooks.com/accounting/how-it-works/): The double-entry ledger under every OneBooks document — what posts when, the accounts involved, and why reports always agree with each other.
- [Chart of accounts](https://docs.getonebooks.com/accounting/chart-of-accounts/): Browse the accounts your books are organised into, add sub-accounts, set opening balances, and archive accounts you no longer use.
- [Journal entries](https://docs.getonebooks.com/accounting/journal-entries/): Browse every posting in the books, create a manual journal entry with balanced lines and supporting documents, and reverse an entry.
- [Opening balances](https://docs.getonebooks.com/accounting/opening-balances/): Enter what customers owed, what you owed suppliers, and your bank, asset and capital balances as of your start date, the right way.
- [Fiscal years, locking and closing](https://docs.getonebooks.com/accounting/fiscal-years/): Lock a period to block backdated entries, run the year-end close that moves net income to retained earnings, and reopen a year if you must.
- [Corrections: void, write-off, reversal](https://docs.getonebooks.com/accounting/corrections/): The three ways OneBooks corrects posted documents — and why none of them edits history.
- [Reports overview](https://docs.getonebooks.com/reports/overview/): The reports OneBooks offers, what question each answers, how periods and dates work, and how every figure ties back to the ledger.
- [Profit and loss](https://docs.getonebooks.com/reports/profit-loss/): Revenue, expenses and net income for a period, computed on an accrual basis from the ledger, with period comparison and export.
- [Balance sheet](https://docs.getonebooks.com/reports/balance-sheet/): Assets, liabilities and equity as of any date, always balanced, with retained earnings reconstructed from the ledger.
- [Cash flow](https://docs.getonebooks.com/reports/cash-flow/): Opening cash, cash in and out by operating, investing and financing activity, and closing cash for any period.
- [Trial balance](https://docs.getonebooks.com/reports/trial-balance/): Every account's debit and credit balance as of a date, with a balanced check — the accountant's proof that the books add up.
- [General ledger and account ledger](https://docs.getonebooks.com/reports/general-ledger/): See every posting on every account for a period, or drill into one account with a running balance.
- [Receivables and payables aging](https://docs.getonebooks.com/reports/aging/): The two aging reports side by side — what customers owe you and what you owe suppliers, by how long it has been outstanding.
- [Tax report and tax summary](https://docs.getonebooks.com/reports/tax-reports/): Output tax on sales, input tax on purchases and the net amount payable or refundable for a period, in the layout of your country's return.
- [Exporting and printing reports](https://docs.getonebooks.com/reports/exporting/): Download any statement as PDF or Excel, print it with your company details, and export raw data for your accountant.
- [Tax settings](https://docs.getonebooks.com/tax/settings/): Enable tax, choose tax-inclusive or exclusive pricing, manage tax rates and the default rate, and understand reverse charge and the tax accounts.
- [Saudi Arabia: VAT and ZATCA e-invoicing](https://docs.getonebooks.com/tax/saudi-arabia/): Set up a Saudi business — 15% VAT, bilingual documents, the ZATCA onboarding wizard, standard and simplified e-invoices, credit notes, the dashboard.
- [India: GST and GSTR reports](https://docs.getonebooks.com/tax/india/): Set up an Indian business — state, GSTIN, HSN codes, place of supply, CGST/SGST versus IGST, reverse charge — and prepare GSTR-1 and GSTR-3B for filing.
- [United Arab Emirates: VAT](https://docs.getonebooks.com/tax/united-arab-emirates/): What OneBooks sets up for a UAE business — 5% VAT, TRN, tax-inclusive pricing — and how to prepare your VAT return figures.
- [Qatar, Kuwait, Bahrain and Oman](https://docs.getonebooks.com/tax/gulf/): Country defaults for the other Gulf states — VAT rates where they apply, and three-decimal currencies for Kuwait, Bahrain and Oman.
- [United States: sales tax and states](https://docs.getonebooks.com/tax/united-states/): How a US business is set up — state at sign-up, state sales-tax rate, tax-exclusive pricing — and how to report the tax you collect.
- [United Kingdom: VAT](https://docs.getonebooks.com/tax/united-kingdom/): Defaults for a UK business — 20% VAT, GBP, tax-inclusive pricing — plus reduced and zero rates, reverse charge and VAT return figures.
- [Guatemala, El Salvador and Panama](https://docs.getonebooks.com/tax/latin-america/): Country defaults for Spanish-speaking markets — IVA in Guatemala and El Salvador, ITBMS in Panama — with the interface and documents in Spanish.
- [Other countries](https://docs.getonebooks.com/tax/other-countries/): OneBooks supports every country. What you get outside the featured markets, how the generic VAT/GST setup works, and how to adjust it.
- [AI assistant overview](https://docs.getonebooks.com/ai/overview/): What the built-in AI assistant can do — answer from your live ledger, draft documents for your confirmation, read receipts — and what it never does.
- [Ask for reports and figures](https://docs.getonebooks.com/ai/reports/): How to ask the assistant for statements, aging, tax positions and lookups, how cards work, and how to download the data.
- [Draft documents with proposals](https://docs.getonebooks.com/ai/drafting/): Ask the assistant to prepare an invoice, expense, payment, purchase, customer or supplier, review the proposal card, and confirm or cancel it.
- [Receipt photos](https://docs.getonebooks.com/ai/receipts/): Attach a photo or scan of a receipt or supplier invoice and let the assistant turn it into an expense or purchase proposal.
- [Credits and limits](https://docs.getonebooks.com/ai/credits/): How AI credits work — the weekly allowance, what a conversation costs, when the balance resets — and the other limits that protect your business.
- [Safety, privacy and limits](https://docs.getonebooks.com/ai/safety/): The rules the assistant works under — human confirmation for every write, no destructive actions, business-scoped data, injection defenses.
- [Connect Claude, ChatGPT and other AI agents](https://docs.getonebooks.com/ai/mcp/): Connect Claude, Claude Code, ChatGPT, OpenClaw or any MCP client to your books — sign in, approve access, then ask for reports and draft documents.
- [Apps and integrations overview](https://docs.getonebooks.com/integrations/overview/): The Apps page — point-of-sale syncs, e-commerce, migration tools and connected third-party apps — and how each kind of integration posts to your books.
- [LithosPOS](https://docs.getonebooks.com/integrations/lithospos/): Connect LithosPOS so every sale, payment and return becomes a real document in OneBooks, and understand the free plan for LithosPOS customers.
- [Shopify](https://docs.getonebooks.com/integrations/shopify/): Connect Shopify to post a daily sales summary to your ledger — connection steps, account and tax mappings, the hourly sync and manual re-syncs.
- [Square](https://docs.getonebooks.com/integrations/square/): Connect Square to post a daily sales summary to your ledger — connection steps, account and tax mappings, the hourly sync and manual re-syncs.
- [Clover](https://docs.getonebooks.com/integrations/clover/): Connect Clover to post a daily sales summary to your ledger — connection steps, account and tax mappings, the hourly sync and manual re-syncs.
- [Lightspeed Retail](https://docs.getonebooks.com/integrations/lightspeed/): Connect Lightspeed Retail (X-Series) to post a daily sales summary — connection steps, account and tax mappings, hourly sync and re-syncs.
- [Loyverse](https://docs.getonebooks.com/integrations/loyverse/): Connect Loyverse to post a daily sales summary to your ledger — connection steps, account and tax mappings, the hourly sync and manual re-syncs.
- [Tally](https://docs.getonebooks.com/integrations/tally/): Pull ledgers, outstanding bills and full voucher history from a live Tally server into OneBooks through the Tally connector, in the right order.
- [Connected apps and OAuth](https://docs.getonebooks.com/integrations/connected-apps/): See which third-party apps and AI clients can access your business, what they were allowed to do, and revoke access at any time.
- [Import and export](https://docs.getonebooks.com/data/import-export/): Bulk-import customers, suppliers, items and opening balances from CSV or Excel with preview and validation, and export your data any time.
- [Attachments](https://docs.getonebooks.com/data/attachments/): Attach files to invoices, purchases, expenses, payments, returns and journal entries, and where to find them later.
- [Print templates](https://docs.getonebooks.com/data/print-templates/): Choose a layout preset, font and paper size for invoices, quotes, credit notes, debit notes and receipts, add your logo, and preview the result.
- [Company settings](https://docs.getonebooks.com/settings/company/): The Business Profile — logo, names, tax registration, country and state, fiscal year start, address and contact details printed on every document.
- [Preferences, language and appearance](https://docs.getonebooks.com/settings/preferences/): Personal settings — display mode, light or dark theme and interface language — that apply only to you, on every device you sign in from.
- [Users, roles and permissions](https://docs.getonebooks.com/settings/users-roles/): Add team members, choose Owner, Admin, Member or Viewer, fine-tune individual permissions, suspend or remove users.
- [Billing and plans](https://docs.getonebooks.com/settings/billing/): The Free plan for LithosPOS and partner customers, the Starter plan for everyone else, the 14-day trial, and how to manage your subscription.
- [Fiscal year settings](https://docs.getonebooks.com/settings/fiscal-year/): Where fiscal years are listed, what Open, Locked and Closed mean, and where to change the year start.
- [Invoice settings and feature toggles](https://docs.getonebooks.com/settings/features/): The optional features you can switch on or off for the business — inventory fields, quotes, and features marked coming soon.
- [Support tickets](https://docs.getonebooks.com/settings/support/): Open a support request from inside OneBooks, follow the conversation, and know which category to pick.
- [Glossary](https://docs.getonebooks.com/reference/glossary/): Plain-language definitions of the accounting and OneBooks terms used throughout the app and this documentation.
- [Document statuses](https://docs.getonebooks.com/reference/statuses/): Every status an invoice, quote, return, purchase, payment, statement, fiscal year or ZATCA submission can have, and what moves it on.
- [Default chart of accounts](https://docs.getonebooks.com/reference/chart-of-accounts/): The accounts every OneBooks business starts with, their codes and types, and which ones the app posts to automatically.
- [Keyboard shortcuts](https://docs.getonebooks.com/reference/keyboard-shortcuts/): The keys that move you around OneBooks — the command palette, forms and dialogs.
- [Frequently asked questions](https://docs.getonebooks.com/reference/faq/): Short answers to the questions new OneBooks users ask most — pricing, data, tax compliance, AI, corrections and multi-user work.
- [Troubleshooting](https://docs.getonebooks.com/reference/troubleshooting/): What the most common error messages mean and how to resolve them — period locks, dates, archived accounts, mappings, ZATCA rejections and sign-in problems.
- [Security and privacy](https://docs.getonebooks.com/reference/security-privacy/): How OneBooks protects your books — isolation between businesses, roles and permissions, sessions, audit trail, integrations and AI safeguards.
- [Get support](https://docs.getonebooks.com/reference/get-support/): Where to get help with OneBooks — the AI assistant, this documentation, in-app support requests and email — and what to include so we can help fast.

## Optional

- [Full documentation in one file](https://docs.getonebooks.com/llms-full.txt)
- [Knowledge-base chunks (JSON)](https://docs.getonebooks.com/kb/en.json)