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.

By IntBooks Editorial Team · Last updated:

This article walks you through your first session in IntBooks. By the end you’ll have a Malaysian organisation set up with a chart of accounts, your tax details on file, your bank accounts added, and at least one teammate invited.

Before you start

Have these ready. The organisation setup asks for most of them:

  1. Your business registration number. SSM has issued 12-digit registration numbers since October 2019 (SSM).
  2. Your LHDN TIN: a prefix plus digits, e.g. C for a company, D for a partnership, PT for an LLP, IG for an individual or sole proprietor (LHDN TIN guide). Check yours on MyTax.
  3. Your MSIC code: the 5-digit code for your business activity (MyInvois SDK).
  4. Your SST registration number, if you’re SST-registered. Leave it blank if you’re not.
  5. Your company bank account details.

Step 1: Get access

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

Step 2: Set up your organisation

The first time you sign in, the organisation setup walks you through:

  1. Business type: the kind of business you run. This turns on industry-specific defaults.
  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: the accounts your organisation will start with.
  6. Modules: the parts of IntBooks you want to use.
  7. Plan.

Step 3: Review your chart of accounts

IntBooks starts you on a Malaysian chart of accounts, then adds accounts for your industry. Industry sets include general business, retail, professional services, food and beverage, optical, and tuition and education.

You can rename, add or remove accounts later from Chart of Accounts.

Step 4: Prepare for MyInvois (if applicable)

E-invoicing is mandatory if your annual turnover is RM3 million or more. Below that you’re exempt from 1 September 2026, but you can opt in (LHDN statement, 30 Aug 2026). It depends on turnover, not SST registration.

IntBooks submits e-invoices to MyInvois on your behalf as an intermediary. For it to do that:

  1. Your TIN, registration number and MSIC code must be complete in your organisation details.
  2. You grant IntBooks intermediary permission for your TIN in MyInvois. What an intermediary can do is controlled by the permissions the taxpayer grants (MyInvois SDK).

Your e-invoices are then submitted from Invoices → E-Invoice. See the MyInvois integration docs for details.

Step 5: Add your bank accounts

Go to Bank Recon and choose Add Bank Account. Enter the details for each account.

IntBooks doesn’t connect directly to banks. Download statements from your online banking and upload them with Import Bank Statement. IntBooks accepts CSV, OFX/QFX and MT940 files.

Step 6: Invite your team

Go to Settings → Team and invite each teammate by email, with a role. The roles include:

  • Owner: full access, including roles and organisation settings
  • Finance Manager: general ledger, journal entries, financial reports and period closing
  • Accountant: journal entries, chart of accounts and reports
  • Sales Manager: CRM, quotations, sales orders and invoicing
  • Staff Operator: day-to-day transactions, with no role or settings management
  • Viewer / Auditor: read-only access, useful for auditors and external advisers

There are also roles for HR, purchasing, accounts payable, warehouse, projects and education. Invitations expire after 7 days.

Step 7: Create your first invoice

Setup is done. Now test it:

  1. Go to Invoices and create a new invoice.
  2. Pick or quick-create a customer. For a business customer, enter their TIN and registration number.
  3. Add at least one line item with a description, quantity and unit price.
  4. If you’re SST-registered, pick the tax type for each line.
  5. Choose Save as Draft, check it, then Mark as Completed.
  6. If you issue e-invoices, submit it from Invoices → E-Invoice.
  7. Choose Send to email the invoice to your customer.

See Create your first invoice for the detail.

What’s next?