The SEB <–> SimplBooks integration automates the import of SEB bank transactions into SimplBooks. This eliminates the need to download transaction files from the bank and upload them to SimplBooks manually. Once the integration is activated, the previous day’s bank transactions are automatically imported into SimplBooks overnight. Additionally, you can […]
Adding a company to an office plan
If you are a representative of an accounting firm and are adding a new company to your office plan, be sure to check the box “Invoice to another company/existing plan.” Enter the name of the paying company there, and for an existing plan, select your company name (the accounting firm) […]
Coop Pank integration
The Coop <–> SimplBooks integration automates the import of Coop bank transactions into SimplBooks. This means there is no longer a need to download transaction files from the bank and upload them to SimplBooks for saving bank transactions. Once the integration is activated, transactions from the previous day are automatically […]
LHV bank integration
The LHV <–> SimplBooks integration automates the import of LHV bank transactions into SimplBooks. This means there is no longer a need to download transaction files from the bank or upload them to SimplBooks for saving bank transactions. Once the integration is activated, transactions from the previous day are imported […]
How to add a project (invoices, payroll, transactions)?
In theory, project-based calculation may be used in nearly every area of activity, for example:1. Construction – to distinguish between various sites2. IT – to distinguish between various IT projects3. Event organisation – to distinguish between various events4. Also across areas of activity if one company is engaged in several […]
Forgot password?
Each user can reset their password themselves. It is important to know the email address with which you registered and have access to that mailbox. Go to the SimplBooks homepage and click on the “Sign in” button. At the bottom, you’ll find a “Forgot password?” link. Enter the email address […]
Activities for importing data from another software
Due to the different structures of the software, it is not possible to transfer all historical data. Therefore, it is important to ensure that all necessary data is exported from the previous software. The management board of the company is obligated to ensure the preservation of data for 7 years […]
Items
SimplBooks software uses two types of items: service items and inventory items. Items are not required if you are selling services and do not need inventory management. If you sell different types of services, it is advisable to use items to track their sales revenue separately in different accounts. New […]
Entering initial inventory
If the company has inventory when adopting new software, you need to enter the initial inventory balance in the software. Does your company use a single warehouse or multiple warehouses? By default, two warehouses are already set up and can be found under the menu Warehouse -> Warehouses. If needed, […]
EveryPay payment link
Activating the EveryPay payment link enables you to include a payment link in invoices sent to clients via email. By clicking the link, clients can quickly and conveniently pay the invoice, as the payment details are already pre-filled SimplBooks does not charge any additional fees for the integration. However, the […]
