Help center

YourBooks Help Center — Frequently Asked Questions

Answers to the questions we hear most often.

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Frequently asked questions.

Everything you need to know about YourBooks. Can't find what you're looking for? Our team is always happy to help.

What is YourBooks, and who is it for?

YourBooks is a GST-compliant online accounting and invoicing software built for businesses of every size in India — from small business owners to accountants and tax consultants managing multiple clients.

Is YourBooks a cloud-based software?

Yes. YourBooks is fully cloud-based, so you can securely access your account from anywhere — no local installation or manual backups needed.

Can I access my account using the mobile application?

Yes. YourBooks is fully available on our Android and iOS apps — create invoices, track payments, manage inventory and file GST right from your phone.

Can I file GST without entering my GST Number in the company details?

No. Your GSTIN is required to file returns. Once you add it under your company details, GST filing becomes fully automated inside YourBooks.

Can I use a different mobile number than the one registered with the GST portal?

You can log in to YourBooks with any mobile number, but GST filing OTPs are always sent to the number registered on the GST portal for verification.

Can I add two admin accounts on the same GST number?

No, it is not feasible to have different admin accounts on the same GST number.

How many invoices can I generate from my account?

Unlimited. There is no cap on the number of invoices, quotations, e-way bills or documents you can create with YourBooks.

Can I use it in offline mode?

No, it would help if you had a stable internet connection to access your account and its benefits.

Is my business data safe and secure with YourBooks?

Yes. Your data is encrypted and stored securely in the cloud, with regular backups so your records are never lost. Only you and the team members you authorize can access your account.

How do I migrate my data from Tally to YourBooks?

YourBooks offers a simple, secure Tally Sync tool that transfers your existing Tally data directly into your account — no manual re-entry required.

Is there a free trial?

Yes. YourBooks offers a free 7-day trial so you can explore all the features before committing to a paid plan.

Which GST returns can I file through YourBooks?

YourBooks supports GSTR-1, GSTR-3B, GSTR-9, GSTR-2A, and GSTR-4 filing, along with e-way bills, ITC matching, and Nil returns — all from one place.

How much does YourBooks cost?

Plans start at ₹100/month and includes unlimited invoicing, expense tracking & payments, inventory, reports, and more. For larger businesses, we also offer a custom Enterprise plan — contact our sales team for pricing.

Can multiple team members use one YourBooks account?

Yes. You can add team members to your YourBooks account so they can help manage invoicing, GST filing, and other tasks alongside you.

Can I export my reports and data?

Yes. You can export your reports and business data from YourBooks whenever you need to.

What is YourBooks' refund and cancellation policy?

Refunds are available in specific eligible cases — such as being advised to switch plans or if we're unable to process your order — and are processed within 10 working days as credit notes. See our Cancellation and Refund Policy pages for full details.

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