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Getting started

Your first steps: set up the business, find your way around, enter opening balances.

8 tutorials

Sales and customers

Quotes, invoices, credit notes, receipts and customer statements.

19 tutorials

E-invoicing (ZATCA)

Link your business to Fatoora, follow each invoice and fix rejections.

6 tutorials

Purchases and expenses

Purchase orders, supplier bills, quick expenses and employee claims.

13 tutorials

Banking and cash

Bank and cash accounts, vouchers, reconciliation, cheques and custody.

11 tutorials

Inventory and manufacturing

Items, warehouses, transfers, stock counts and bills of materials.

13 tutorials

Accounting and journals

Chart of accounts, journals, periods, close, assets, cost centres and budgets.

13 tutorials

Reports

Read the trial balance, statements and aging, and schedule reports.

11 tutorials

Tax and Zakat

The VAT return, withholding tax and the Zakat working.

4 tutorials

Accounting firms

Run many clients from one board, assign work and close each month.

5 tutorials

Moving to Basmtak

Bring your data from Qoyod, Zoho, Xero, QuickBooks, Odoo or Excel.

5 tutorials

Mobile app

Sign in to the app, raise invoices and photograph supplier bills.

4 tutorials

People and permissions

Invite your team, set what each person sees, approvals and the audit log.

7 tutorials

Business and account

Business details, logo, several establishments, alerts and billing.

7 tutorials

Getting started

Your first day in Basmtak Books

The steps in order, from your first sign-in to your first real invoice and its journal entry.

4 min Read Sales and customers

Raise a sales invoice

From picking the customer to an issued invoice with its journal and QR code, and what to do if a refusal message appears.

5 min Read E-invoicing (ZATCA)

Connect Books to the ZATCA Fatoora portal

Three steps inside Books and one code from the Fatoora portal. After that your invoices go to ZATCA by themselves.

5 min Read Tax and Zakat

Prepare your VAT return

Books fills the return's boxes from your invoices. Review them, file on the Fatoora portal, then record the filing in your books.

5 min Read Banking and cash

Reconcile your bank account

Prove that the bank statement agrees with your books at month end, then close the reconciliation to freeze those lines.

5 min Read Purchases and expenses

Record a supplier bill

Enter the supplier's invoice as you received it. It posts as expense or stock with input VAT, and shows what you owe.

5 min Read

Basmtak HR

Payrolls reach your books as journals, the way you choose.

Open guide

Basmtak Cashier

Every till session you close reaches your books as one journal.

Open guide

ZATCA Fatoora

The direct phase 2 connection, built into the product.

Open guide

Partner API and webhooks

Connect your store or system to your books and receive signed events.

Open guide