How to use 360books

Create your 360books account and company, understand the layout, and take your first steps — invoicing, banking and inviting your accountant.

The twenty-minute path from a blank company to an invoice your customer can pay online — customer, invoice, send, get paid, reminders on.

Add your bank account, import a statement (CSV, OFX or a PDF the AI reads), and let categorisation do the typing.

From adding an employee to finalised payslips with PAYE, UIF and SDL — and the EMP201 figures ready for eFiling.

Set your VAT profile once, capture normally all period, then read the return off the SARS page and file it on eFiling.

For accountants — create your firm, bring in the first client file, get their paperwork flowing, and know what it costs (under 6 files: nothing special).

Leave Xero, Sage or a spreadsheet without losing your history — three CSVs, one balanced opening journal, and a parallel month to prove it.

Understand your dashboard — cash, receivables, payables, profit, the revenue-vs-expenses chart — and the Review panel that flags what needs attention.

How to manage customers, quotes, invoices, payments, recurring invoices, credit notes, statements and automatic reminders in 360books.

Log billable hours against customers and projects, then turn unbilled time into a draft invoice in one click. Business plan and up.

Track what you owe — vendors, bills, bill payments and vendor credits — and export a bank payment file for supplier runs.

Track stock for invoice-based selling — items, opening stock, weighted-average costing, purchases, sales, returns, stock takes, valuation and low-stock alerts.

Purchase orders, sales orders, delivery notes, back-orders, customer price lists and credit limits — the trading cycle around your stock, and why none of it touches your ledger.

Import bank statements (CSV, OFX, PDF), reconcile transactions with rules and AI, set opening balances, and reconcile to your statement.

The financial reports in 360books — Profit & Loss, Balance Sheet, Trial Balance, Cash Flow, General Ledger, age analysis for debtors and creditors, cash-flow forecast and financial-health KPIs.

Close the month in 360books — the checks that find draft invoices, unapproved bills, stock that doesn't tie, unreconciled bank lines and debt over 90 days. It reads your books and never posts to them.

Set a yearly plan per income and expense account, then track actuals against it month by month with variances. Business plan and up.

Contracts, progress claims, retention, variation orders and work in progress — job costing for builders, electricians, plumbers and installers. Business plan and up.

Prepare VAT201, provisional tax (IRP6) and your income-tax estimate, track SARS deadlines, and reconcile VAT — all built for South Africa.

Run South African payroll — employees, pay runs, PAYE, UIF, SDL and ETI, payslips, IRP5/EMP501, leave, bank payment files — plus HR tools: employee documents, warnings, contracts and timesheets.

Keep an asset register, let 360books compute SARS wear-and-tear automatically into your tax estimate, post accounting depreciation, and record disposals.

Your chart of accounts, projects & classes (dimensions), importing from Xero/Sage, the activity log, and how the double-entry ledger works.

Ask your numbers anything with the AI CFO, let the review assistant flag issues, and use AI to categorise bank transactions and capture receipts.

Run your whole client base from one login — the practice dashboard, SARS deadline board, job tracker, client document requests, staff assignments, and how practice billing works.

Configure company settings, invite your team with roles and module-level permissions, use the free accountant seat and Practice dashboard, manage your plan, and set preferences.

Capture leads with a public form, work deals through the pipeline with WhatsApp follow-ups and AI next actions, forecast what you'll close, send quotes customers accept online, and learn from the Insights report.

Employee leave (types, balances, unpaid leave and pay), the self-service portal, expense claims with receipts, and what employees can and can't claim.