10 parts · about 8 min

Learn Sarabooks one short part at a time.

Watch each screen fill in, click by click: from creating your login to reading your balance sheet. Pause any time, jump to a step, or read the steps under the video.

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Account, company, and your chart of accounts.

  1. PART 010:29Register your accountStart your free 30-day trial and create your Sarabooks login, with no card needed.7 steps · Watch →
  2. PART 020:31Create your companyName your company, add its SSM and tax numbers, and get a ready-made Malaysian chart of accounts.7 steps · Watch →
  3. PART 030:43Add a bank accountAdd your own bank account to the chart of accounts, so receipts and payments can use it.8 steps · Watch →

Day to day

Customers, invoices, money in, bills, journals.

  1. PART 040:52Add a customerSave a customer with their TIN, contact details, address and credit terms, ready for invoices.9 steps · Watch →
  2. PART 050:59Create a sales invoiceBill a customer with 8% service tax, check the double entry and post the invoice to your books.9 steps · Watch →
  3. PART 060:57Record a customer paymentRecord a customer payment into your bank account, match it to the invoice and post it.9 steps · Watch →
  4. PART 070:57Record a supplier billEnter a supplier bill, check its double entry and post it, so Sarabooks shows what you owe.9 steps · Watch →
  5. PART 080:54Post a journal entryRecord the owner's RM10,000 share capital as a manual journal, check that it balances and post it.9 steps · Watch →

Check and share

Reports, and your accountant on the same books.

  1. PART 090:52Read your reportsRun the profit and loss for September, then check the balance sheet and the trial balance.8 steps · Watch →
  2. PART 100:38Invite your accountantInvite your external accountant with the Accountant role, on the free accountant seat.8 steps · Watch →

Follow along on your own books

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