HelpMyBooks Tutorials
Learn HelpMyBooks step by step
Short, practical walkthroughs showing bookkeepers how to set up clients, manage transactions, collect answers and receipts, review work, and use HelpMyBooks day to day.
Start with the basics and come back whenever you need a quick refresher.
Getting started
Dashboard overview
Get a quick overview of the HelpMyBooks dashboard and understand the key workflow counts and areas that help you see what needs attention.
0:39Watch tutorial →
Client management
Add a client
Show users how to add a new client to HelpMyBooks and enter the client details needed to begin managing their bookkeeping questions and transactions.
1:23Watch tutorial →