Setup

Getting Started with IntBooks

Set up your IntBooks account, complete the organisation setup and issue your first invoice, with MyInvois preparation for Malaysian businesses.

By IntBooks Editorial Team · Last updated: 29 September 2026

This guide takes you from sign-up to your first invoice in IntBooks, and, if you issue e-invoices, your first MyInvois submission.

What you’ll need

Before you start, gather:

  • Business registration number: SSM has issued 12-digit numbers since October 2019 (SSM)
  • LHDN TIN: a prefix plus digits, e.g. C for companies and IG for individuals (LHDN TIN guide). You can check yours on MyTax.
  • MSIC code: the 5-digit code for your main business activity (MyInvois SDK)
  • SST registration number, if you have one
  • One sample customer with their TIN, registration number and address, for your first invoice

Step 1: Sign up

IntBooks is in closed beta. Request access, and we’ll send you a sign-up link if your business is eligible. You sign up with your email address and confirm it from the link in your inbox.

Step 2: Complete the organisation setup

The first time you sign in, the organisation setup runs. It has seven steps:

  1. What type of business do you run? Your answer turns on industry-specific defaults and accounts.
  2. Company basics: company name, registration number, address, phone and email.
  3. Tax and compliance: TIN, SST registration number, MSIC code and business activity.
  4. Preferences: currency, timezone, date format, financial year start and document numbering.
  5. Chart of accounts preview.
  6. Module selection.
  7. Plan.

The details you enter in step 3 go into the supplier fields of your e-invoices, so check them against your LHDN and SSM records.

Step 3: Add your bank accounts

Go to Bank Recon and choose Add Bank Account. IntBooks doesn’t connect directly to banks. You download statements from your online banking and upload them with Import Bank Statement, in CSV, OFX/QFX or MT940 format.

Step 4: Add your first customer

Go to Clients and add a customer. For a business customer, record:

  • Name, as registered
  • TIN: required for a business customer’s e-invoice
  • Registration number (e.g. SSM), or NRIC for an individual
  • Email, for sending invoices
  • Address

IntBooks checks the TIN’s format when you save. The check against LHDN’s records happens when you submit an e-invoice.

Step 5: Issue your first invoice

Go to Invoices and create a new invoice. Pick the customer and add line items:

  • Description
  • Quantity
  • Unit price
  • Tax type, if you’re SST-registered

The totals, including SST, are calculated for you. Choose Save as Draft, check the invoice, then open it and choose Mark as Completed.

Step 6: Submit it to MyInvois (if you’re in scope)

E-invoicing is mandatory from RM3 million annual turnover and voluntary below that (LHDN statement, 30 Aug 2026). To submit:

  1. Go to Invoices → E-Invoice and choose Submit E-Invoice.
  2. Pick the invoice, review the pre-submission check, and choose Validate & Submit.
  3. IntBooks submits it to MyInvois on your behalf and checks for LHDN’s result. When it’s Validated, the submission shows the UIN and a QR code for the document’s MyInvois validation link.

Submit soon after you invoice. MyInvois rejects documents whose issue date is more than 72 hours before submission (MyInvois SDK FAQ). You’ll need to grant IntBooks intermediary permission for your TIN in MyInvois first; see MyInvois integration.

Step 7: Send the invoice to your customer

On the invoice, choose Send to email it with the PDF attached. If it’s an e-invoice, include the MyInvois QR code from the submission on the copy you share.

What’s next?

If you get stuck, email us at hello@intbooks.my.