Help & support

Help Center

Step-by-step guides for the most common workflows in IntBooks. If you can't find what you're looking for, the FAQ covers the questions Malaysian SME owners ask us most often, and the docs go deeper into configuration and integration topics.

getting started

  • Getting Started with IntBooks

    Set up IntBooks: request beta access, complete organisation setup, review your chart of accounts, prepare for MyInvois, and invite your team.

invoicing

  • Create Your First Invoice

    Create your first invoice in IntBooks: customer setup, line items and SST tax types, saving and sending, and submitting it to MyInvois.

data migration

  • Import Data from Spreadsheets

    Import customers, suppliers, products, opening balances and open invoices into IntBooks from CSV or Excel, with column mapping, preview and undo.

banking

  • Add Your Bank Account and Import Statements

    Add a Malaysian bank account to IntBooks and bring in transactions by importing statement files (CSV, OFX or MT940). Direct bank feeds aren't available yet.

  • Reconcile Bank Statements

    Month-end bank reconciliation in IntBooks: import the statement, auto-match lines to recorded payments, match the rest by hand and check the closing balance.

myinvois

payroll

  • Run Monthly Payroll

    How to run a monthly payroll in IntBooks: open a period, compute payslips, submit the run, and export bank and statutory files for EPF, SOCSO, EIS and PCB.

team management