Getting started

6

• Secure your account with two-factor authentication
• Invite your team members
• Set your financial preferences
• Set up your business information
• Create your account and get started with InnoBooks
• How to set up your taxes (GST and QST)

Invoicing & estimates

6

• How your client views and pays their invoice online
• Track your accounts receivable aging
• Set up recurring invoices
• Record a payment on an invoice
• How to create an estimate and get it accepted online
• How to create and send an invoice

Clients & suppliers

3

• Set up your suppliers’ tax numbers
• Manage your suppliers
• Manage your client directory

Expenses & purchases

7

• How to search for a product by image
• How to track your suppliers’ price changes
• How to track transport and mileage expenses
• How to create a supplier purchase order
• How to set up recurring expenses
• How to record and categorize an expense
• How to scan a receipt with AI

Items & inventory

4

• Track your equipment
• View an item’s history
• Manage your inventory and stock
• How to create an item or service

Point of sale

9

• Count your cash drawer at end of day
• Analyze your POS sales
• Browse and search your receipts
• Create discounts and promo codes
• Organize your POS menu into categories
• Set up your receipt printer
• How to manage your orders (pickup, delivery)
• How to take a payment: card, cash, Interac
• How to set up your POS

POS mobile app

5

• Refund a sale or issue a credit note
• Search or scan a product at checkout
• Print product labels
• Take a payment from your phone or tablet
• Install and sign in to the POS app

Recipes & production

3

• Record waste and losses
• Set up packaging costs by order type
• How to build a recipe and calculate your food cost

Accounting

7

• Export to QuickBooks or Sage
• View your journal entries
• View your general ledger and trial balance
• Understand your financial statements
• Set up your chart of accounts
• How to produce your sales tax summary (GST/QST return)
• How to import and reconcile your bank transactions

Reports & analytics

3

• Analyze your profitability by project and client
• Browse and favorite your reports
• Customize your dashboard

Projects, time & tasks

4

• Manage your tasks
• Review and export your team’s timesheets
• Create and manage a project
• Track your time

Revenu Québec compliance

7

• Issue a duplicate or cancel a receipt compliantly
• Work offline and transmit late receipts
• Produce the user report (SW-73)
• View your SEV journal and transmissions
• Install your Revenu Québec digital certificate
• How to set up MEV-WEB in InnoBooks
• Understanding the Revenu Québec MEV-WEB / SEV obligation

Settings & integrations

5

• Generate API keys for your websites
• Connect Twilio for SMS
• Send push notifications to your customers
• Manage your subscription and billing
• Connect your Stripe account