Video Guides

Master BooksToday with our step-by-step video tutorials.

Create Your Account
2 min

Learn how to sign up for your free BooksTo.day account.

ID: 101 Watch
Customise Your Workspace
1 min

Customise BooksToday to match the way you work.

ID: 102 Watch
Company Setup & Users
2 min

Create and configure your company in BooksToday.

ID: 103 Watch
Chart of Accounts Ledger Accs
3 min

In this tutorial, you'll learn how to configure company defaults, and set up your ledger accounts/chart of accounts.

ID: 104 Watch
Sales Tax, VAT or GST
1 min

Configure your VAT, GST or sales tax rates in BooksToday.

ID: 105 Watch
Dashboard and Navigation
5 min

Learn how to navigate BooksToday with confidence.

ID: 106 Watch
Products and Services
3 min

Create and manage inventory and service items.

ID: 107 Watch
Suppliers & Vendors
3 min

Create supplier accounts and import existing supplier records.

ID: 108 Watch
Supplier Documents
5 min

Learn how to manage supplier/vendor documents in BooksToday from quotation through to payment.

ID: 109 Watch
Customers
2 min

In this tutorial, you'll learn how to create customer categories, add new customer accounts, and import customer data.

ID: 110 Watch
Customer Docs
6 min

Learn how to manage customer documents in BooksToday, from customer quotes all the way through to invoices and returns.

ID: 111 Watch
Banking
5 min

Learn how to manage banking in BooksToday, including creating bank accounts, capturing transactions, approving bank batches, and performing bank reconciliations.

ID: 112 Watch
Journals
2 min

Learn how to create and import journal transactions in BooksToday.

ID: 113 Watch
Reporting
4 min

Learn how to generate and understand the reports available in BooksToday.

ID: 114 Watch
Migrate Prior Data
5 min

Moving from another accounting system? BooksToday makes it easy to import your historical accounting data.

ID: 115 Watch