Video Guides
Master BooksToday with our step-by-step video tutorials.
Create Your Account
Learn how to sign up for your free BooksTo.day account.
Customise Your Workspace
Customise BooksToday to match the way you work.
Company Setup & Users
Create and configure your company in BooksToday.
Chart of Accounts Ledger Accs
In this tutorial, you'll learn how to configure company defaults, and set up your ledger accounts/chart of accounts.
Sales Tax, VAT or GST
Configure your VAT, GST or sales tax rates in BooksToday.
Dashboard and Navigation
Learn how to navigate BooksToday with confidence.
Products and Services
Create and manage inventory and service items.
Suppliers & Vendors
Create supplier accounts and import existing supplier records.
Supplier Documents
Learn how to manage supplier/vendor documents in BooksToday from quotation through to payment.
Customers
In this tutorial, you'll learn how to create customer categories, add new customer accounts, and import customer data.
Customer Docs
Learn how to manage customer documents in BooksToday, from customer quotes all the way through to invoices and returns.
Banking
Learn how to manage banking in BooksToday, including creating bank accounts, capturing transactions, approving bank batches, and performing bank reconciliations.
Journals
Learn how to create and import journal transactions in BooksToday.
Reporting
Learn how to generate and understand the reports available in BooksToday.
Migrate Prior Data
Moving from another accounting system? BooksToday makes it easy to import your historical accounting data.