User guide
How to use 360books
A step-by-step guide to every part of 360books — from your first invoice to filing-ready SARS and payroll. Read start to finish, or jump to a section.
1. Getting started
Create your 360books account and company, understand the layout, and take your first steps — invoicing, banking and inviting your accountant.
2. The dashboard & review
Understand your dashboard — cash, receivables, payables, profit, the revenue-vs-expenses chart — and the Review panel that flags what needs attention.
3. Sales — invoicing & getting paid
How to manage customers, quotes, invoices, payments, recurring invoices, credit notes, statements and automatic reminders in 360books.
4. Purchases — bills & suppliers
Track what you owe — vendors, bills, bill payments and vendor credits — and export a bank payment file for supplier runs.
5. Banking & reconciliation
Import bank statements (CSV, OFX, PDF), reconcile transactions with rules and AI, set opening balances, and reconcile to your statement.
6. Reports
The financial reports in 360books — Profit & Loss, Balance Sheet, Trial Balance, Cash Flow, General Ledger, cash-flow forecast and financial-health KPIs.
7. SARS, VAT & tax
Prepare VAT201, provisional tax (IRP6) and your income-tax estimate, track SARS deadlines, and reconcile VAT — all built for South Africa.
8. Payroll
Run South African payroll — employees, pay runs, PAYE, UIF, SDL and ETI, payslips, IRP5/EMP501, leave balances and bank payment files.
9. Fixed assets & depreciation
Keep an asset register, let 360books compute SARS wear-and-tear automatically into your tax estimate, post accounting depreciation, and record disposals.
10. Accounting setup — chart, dimensions, import & activity
Your chart of accounts, projects & classes (dimensions), importing from Xero/Sage, the activity log, and how the double-entry ledger works.
11. The AI CFO & review
Ask your numbers anything with the AI CFO, let the review assistant flag issues, and use AI to categorise bank transactions and capture receipts.
12. Settings, team, accountants & plans
Configure your company settings, invite your team and accountant, use the Practice dashboard, manage your plan & usage, and set preferences.
Try it as you read
Open the free demo and follow along — no sign-up needed.
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