Introduction

Welcome to OfficeBooks.

This is an overview that provides the basic information you need to get up and running with OfficeBooks.   For help with any issues, please contact us at support@officebooks.com

After you have registered, there are some setup tasks you should perform.  Click Settings at the top right hand corner of OfficeBooks to display the Settings menu, where you will find links to the forms needed to accomplish these tasks.

Inviting your staff to join your OfficeBooks account is a good starting point.  

OfficeBooks uses Windows Live for authentication; therefore all users must have a Windows Live ID in order to join your OfficeBooks account.

You can use the ‘invite your staff’ link provided immediately after registration or use the invitation form available from the Manage Users form.  

Customizing your business profile is also recommended. See Business Profile Settings.

                                                                 

1. Add your customers to the Contacts list.
2. Add your suppliers to the Contacts list.
3. Add the items you buy and sell to the Items list.

To facilitate adding items, use the Excel template provided by OfficeBooks to upload your items data. See Importing Items.

That's all you really need to get started.  Now you can create new quotes or sales, and generate purchase orders for things you need.