Books - Opening Balances with Deskera

Deskera Books

Set up Your Accounting Software in No Time

Setting up an account with Deskera Books during the onboarding process is trouble-free, by just filling in your organization name, book beginning and financial year start date, tax residency, and reporting currency.
If you wish for a test run, to try out all the features in the system you can always use the Demo Organisation.

Easily Import Your Data from Quickbooks and Xero

Switching from Quickbooks and Xero software to Deskera Books during the onboarding process isn't as hard as you might suspect it seems to be.
You can choose to connect your Xero and Quickbooks account to migrate your Charts of Accounts, Products, and even Contacts data to Deskera Books conveniently.

Add Your Existing Contacts and Products

Do you have multiple contacts and products that you want to add in one go?
Deskera Books allows you to import your existing contacts and products using a sample excel file and bulk import them as mapped in the spreadsheet. It is especially useful for new users who are migrating from a previous system.

Set-up Your Opening Balances

Do you want a smoother data transition from your existing software to Deskera Books?
Deskera Books will automatically capture the opening balance from the sample file and bulk import your financial accounts, inventory, contacts, sales invoice, and bills instantaneously as mapped from the spreadsheet.

Configurable Chart of Accounts

Deskera Books has a set of predefined Chart of Accounts classified into different types such as Income, Expense, Equity, Liability & Assets.
While adding a contact or a product, the default account values are mapped automatically, so your accounting is always correct.
Deskera Books allows you to easily import your chart of accounts from your previous system to our system via excel or CSV file.

Go ahead and Create Your First Invoice with Ease

With the Deskera On-boarding process, you can get an overview of the invoice creation process. It will help you to understand and create your first invoice in the system smoothly with no mistakes.

Get Guided Help

Deskera Accounting software provides you a proper checklist that assists you with the progress you have made at every step of the process.
It will help you to create your first contact, product, tax, update your tax compliance details and company address, import opening balances, connect your bank and install our mobile app on your iOS and Android devices.
Congratulations! You are now ready to use Deskera Books, and you can start creating and sending invoices and bills instantaneously.

Simple Accounting Setup & Onboarding

✓ Set up your organisation with ease
✓ Quick manual import of your contacts, opening balance, products, or chart of accounts data to the system
✓ Easy data migration from Quickbooks and Xero into Deskera Books
✓ Get 30-days free trial
✓ Use demo company to test run our system
✓ Create your first invoice effortlessly with the invoice overview process

Improve Your Productivity

You can save 200+ hours annually by switching to Deskera. Sign up today to see the difference.

FAQs

When can I start with my On-boarding Process in Deskera Books?

After you sign in and done filling with the company process you can go and start with the on-boarding process.

After sign in for how long is the trial period?

You will get a free trial period for 30 days.

Can I explore an app using a demo company?

Yes, you can choose a demo company and try out the modules in this. You can do your test run here and try out all the features in the system.

Can I set up my organisation during on-boarding process?

Yes, you can set up your organisation by filling in your book beginning date and financial year start date.

Can I edit the book beginning date and financial year start dates?

No. You cannot edit these two days after saving the details, so make sure you select the right date while setting up the new organisation.

Can I migrate the data from Quick Books and Xero in Deskera System?

Yes. if you have an existing account with Xero and Quickbooks, you can choose to connect your Xero and Quickbooks account to sync some of the data over to Deskera Books by clicking on the Migrate Data button.

For which modules can I migrate the data manually?

You can choose to manually import your contacts, opening balance, products, or chart of accounts data to the system.

How can I create the first invoice in the system?

With the onboarding process, you will get an overview of the invoice creating process, with this you can learn how to get started with your first invoice creation in the system.

What is the usage of power checklist?

With the power checklist, once all the tasks are completed, you are now ready to use Deskera Books, and you can start creating and sending invoices and bills instantaneously.

If I skip the on-boarding process can I continue again?

Yes, you need to follow the below steps,
a) On at the bottom of the sidebar menu, click on your name.
b) This will open a box.
c) Click on the get started checklist to complete the on-boarding process.
Follow the onboarding process from a - h, as mentioned earlier to complete this process. Click on the sign-out button whenever you wish to log-out from your account.