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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 Organization.

Start 15 days trial
Capterra
(4.8)
Software Advice
(4.8)

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.

What our Customers Say About Us

Whatever your business
size, Deskera enables you to
simplify operations across
business functions. Here's
what our customers say
about us.

At GoDo, we understand that managing our finances and customer relationships is essential for our success. Deskera has provided us with an easy to use and intuitive platform that has enabled us to access our financial data, track customer relationships, and manage our finances with ease. We have been able to streamline our processes, better manage our finances, and stay on top of our customer relationships. We highly recommend Deskera to any business that is looking to stay organized and efficient.

Wesley Wright

CEO, GoDo Life

We are extremely pleased with our decision to switch to Deskera and have seen a significant improvement in our business operations since making the switch. The sales process was smooth from start to finish and customer support at every step of the implementation was stellar. Highly recommend Deskera to those looking for a great ERP solution.

Wally Mears

CEO, The Jungle

At Disruptive, our goal is to provide our customers with the best user experience. We implemented many elements of Deskera's integrated platform to replace other 3rd party systems thereby streamlining our operations and creating seamless customer experiences. Deskera has allowed us to improve scalability, manage resources more effectively, and prioritize customer satisfaction. We have seen measurable success due to our partnership with Deskera and we will be looking to take further advantage of the

Fred Smith

CEO, Disruptive Drinkware

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Enterprise-level features,
Small business pricing
Try it free for 15 days. No commitments whatsoever.

Enterprise

Need advanced features and custom reporting with powerful, off the shelf tools? Contact us to get tailor-made plans best suited for your organization.
or , Contact Us
Not ready to buy yet?
for our unlimited free plan for 15 days, and upgrade later.
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
Boost your productivity
You can save 200+ hours annually by switching to Deskera. Sign up today to see the difference

Frequently Asked Questions

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.

Run Your Business With Deskera

What if you could replace at least three different SaaS tools (and their subscriptions) with a single application?

Start 15 days trial
Deskera

Books

ERP,Books,Invoice,Quotes,Purchase orders,Bills,Inventory management,Chart of accounts,Credit,Debit notes,Custom fields,Expense,Online Invoice Payments,Multi-Currency

CRM

CRM,Contacts,Deal Stages,Sales pipelines,Roles management,Helpdesk,Email campaigns,Conversion Funnels,Marketing Automation,Activity Management,Build Landing Pages,Lead Forms

People

HR Software,Run payroll,Submit claims and expenses,Manage leave and time-offs,Hiring Management

Features

Better accounting for businessPick, Pack, Ship with DeskeraBack orders with Deskera BooksInventory with Deskera BooksMoving on from QuickbooksMaking purchases with easeCustomized reports and moreBuilding contacts and relationshipsStay on top of your billingCreating quotes with Deskera BooksEasy tax filing with DeskeraCredit notes with Deskera BooksWarehouse management with DeskeraCustom fields in DeskeraDiscover customer relationsDebit notes with DeskeraKnow and work with your contactsDeposits with DeskeraEasy deals with Deskera CRM

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Deskera’s chart of accountsUser role management with DeskeraDropship with Deskera BooksManage payroll with DeskeraInvoicing with Deskera BooksAttendance and leaveJournal entries with DeskeraExpenses and claimsGeneral ledger in DeskeraBookkeeper and accountantsOpening balances with DeskeraAccounting softwareAutomate expense managementManage sales tasksAccept online paymentsDesign no-code landing pagesConvert better with funnelsCapture leads with formsAutomate marketing workflowsAutomate hiring process

Resources

GDPR

Company

Contact usWhy DeskeraAbout Deskera

Resources

GDPR

Features

Better accounting for businessPick, Pack, Ship with DeskeraBack orders with Deskera BooksInventory with Deskera BooksMoving on from QuickbooksMaking purchases with easeCustomized reports and moreBuilding contacts and relationshipsStay on top of your billingCreating quotes with Deskera BooksEasy tax filing with DeskeraCredit notes with Deskera BooksWarehouse management with DeskeraCustom fields in DeskeraDiscover customer relationsDebit notes with DeskeraKnow and work with your contactsDeposits with DeskeraEasy deals with Deskera CRMDeskera’s chart of accountsUser role management with DeskeraDropship with Deskera BooksManage payroll with DeskeraInvoicing with Deskera BooksAttendance and leaveJournal entries with DeskeraExpenses and claimsGeneral ledger in DeskeraBookkeeper and accountantsOpening balances with DeskeraAccounting softwareAutomate expense managementManage sales tasksAccept online paymentsDesign no-code landing pagesConvert better with funnelsCapture leads with formsAutomate marketing workflowsAutomate hiring process

Company

Contact usWhy DeskeraAbout Deskera

Resources

GDPR

Industries we serve

CafesShopify sellerFranchiseseCommerce

-

Creative agenciesManufacturingTourismIT resellers

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RetailRegional businessesStartups

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Wholesale tradingInformation technologyHealthcare

Industries we serve

CafesShopify sellerFranchiseseCommerceCreative agenciesManufacturingTourismIT resellersRetailRegional businessesStartupsWholesale tradingInformation technologyHealthcare

Industries we serve

CafesShopify sellerFranchiseseCommerceCreative agenciesManufacturingTourism

-

IT resellersRetailRegional businessesStartupsWholesale tradingInformation technologyHealthcare

Industries we serve

CafesShopify sellerFranchiseseCommerceCreative agenciesManufacturingTourismIT resellersRetailRegional businessesStartupsWholesale tradingInformation technologyHealthcare

Industries we serve

CafesShopify sellerFranchiseseCommerceCreative agencies

-

ManufacturingTourismIT resellersRetailRegional businesses

-

StartupsWholesale tradingInformation technologyHealthcare

Industries we serve

CafesShopify sellerFranchiseseCommerceCreative agenciesManufacturingTourismIT resellersRetailRegional businessesStartupsWholesale tradingInformation technologyHealthcare
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