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Account and business setup

Duration: Planned: 6 minutes

1. Create or access the account

Section titled “1. Create or access the account”
  1. Open entrybook.in and choose Get started.
  2. Enter the requested phone or email details.
  3. Complete OTP verification. Never share the OTP.
  4. If joining a business, use the invitation link from its owner.

2. Configure identity

Section titled “2. Configure identity”

Open Settings and add the legal business name, display name, address, contact information, logo, and invoice identity.

3. Configure tax and billing

Section titled “3. Configure tax and billing”
  • Select the business type and state.
  • Add and verify the GSTIN only if registered.
  • Review invoice numbering, tax behavior, bill design, payment details, and return settings.
  • Create staff only after the owner setup is complete.

4. Confirm access

Section titled “4. Confirm access”

Visit Quick Glance. If the wrong business appears, stop and contact support before entering data.

Transcript

Section titled “Transcript”

The planned recording will follow the same four sections above. This written procedure is the canonical guide.

Next: Add a customer and product.

Owner: EntryBook Product TeamLast reviewed: 2026-08-21Applies to: Web and mobileVersion: EntryBook 1.x
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