Video guide library
Use videos as support after written help and guided walkthroughs.
Practical helpPublic articleOpen in app: /settings/help
Overview
MyAccountBooks has a planned video library covering every major module and workflow. Videos are app-screen recordings that show the real controls, the exact taps, and the checks to do after saving or exporting. Each video matches a help topic so you can watch the workflow before or after reading the topic guide. All videos listed below are planned — availability will be updated as recordings are published.
Video List
| # | Topic | Estimated Duration | Guide Me Flow |
|---|---|---|---|
| 1 | Getting Started with MyAccountBooks | 5 min | company_setup_v1 |
| 2 | Adding & Managing Entries | 4 min | transactions_guide_v1 |
| 3 | Receipt Scan & OCR Capture | 3 min | (in-app Guide Me) |
| 4 | Managing Sources (Accounts) | 4 min | sources_guide_v1 |
| 5 | Categories & Subcategories | 5 min | categories_guide_v1 |
| 6 | Multi-Currency Setup | 3 min | currencies_guide_v1 |
| 7 | Search & Advanced Filters | 4 min | search_guide_v1 |
| 8 | Insights & Analytics | 4 min | financial_statements_home_v1 |
| 9 | Financial Statements | 6 min | financial_statements_home_v1 |
| 10 | Import Center Overview | 6 min | import_center_home_v1 |
| 11 | Import Review, Post & Undo | 5 min | import_center_home_v1 |
| 12 | Reimbursements — Overview | 5 min | reimburse_home_v1 |
| 13 | Reimbursements — Claimer Flow | 5 min | reimburse_home_v1 |
| 14 | Reimbursements — Approver Flow | 5 min | reimburse_home_v1 |
| 15 | Reimbursements — Payer Flow | 5 min | reimburse_home_v1 |
| 16 | Company Setup | 4 min | company_setup_v1 |
| 17 | Members & Roles | 4 min | company_setup_v1 |
| 18 | Accountant Connect | 6 min | ca_connect_guide_v1 |
| 19 | Billing Settings | 5 min | billing_document_settings_v1 |
| 20 | Billing Documents & Invoices | 5 min | billing_first_invoice_v1 |
| 21 | Inventory Management — Overview | 5 min | inventory_guide_v1 |
| 22 | Inventory — Billing Link | 5 min | inventory_guide_v1 |
| 23 | GST & Tax Configuration | 5 min | gst_setup_v1 |
| 24 | Investments Tracking | 5 min | trade_entry_v1 |
| 25 | Investments — Running Average Cost | 4 min | trader_ledger_v1 |
| 26 | Switch Calculator | 4 min | investment_switch_v1 |
| 27 | Trade Ledger | 4 min | trader_ledger_v1 |
| 28 | Backup, Restore & Sync | 4 min | backup_guide_v1 |
| 29 | Data Tools & Clear All Data | 3 min | data_tools_guide_v1 |
| 30 | Recycle Bin | 4 min | recycle_bin_guide_v1 |
| 31 | Purchases, Trial & Module Access | 4 min | purchase_guide_v1 |
| 32 | Help Center & Guide Me | 3 min | help_center_guide_v1 |
| 33 | Troubleshooting | 4 min | help_center_guide_v1 |
Tips
- Watch the video for a module before your first real use, especially for Import Center, Reimbursements, Financial Statements, and GST.
- Videos show the real app controls — pause and follow along with the exact taps shown rather than reading ahead.
- After watching, open the matching help topic in Help Center for quick action reminders when you need them during daily use.
- Guide Me overlays (available inside the app) supplement video tutorials by walking you through the real controls in real time.
Video
- Video status: planned
- Video type: app-screen catalog
- Related Guide Me flow: help_center_guide_v1
Related Help Topics
Open this in the app
App route: /settings/help
Tags and coverage
Group: Videos. This article is public help and does not access account data.