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Help & Support

Everything you need to get going with Go Books.

Getting started

Invoicing

  1. Go to Invoices and tap "New Invoice".
  2. Add your client, line items and dates.
  3. Review the totals and save. You can view, edit or send the invoice from its detail page.

Receipt capture

  1. Go to Expenses and tap "Add Expense".
  2. Upload a photo of your receipt — Go Books reads the key details automatically.
  3. Check the amount, supplier and category, then save.

Connecting HMRC

  1. Go to Tax to see your quarterly figures and VAT returns — calculated automatically from your invoices and expenses.
  2. Direct HMRC filing is coming soon. Your figures are ready to submit the moment it goes live.
  3. For now, mark each quarterly update as prepared to stay on top of your deadlines.

Connecting your bank

  1. Open Settings and find the bank section, or go to the Bank page.
  2. Tap "Connect bank" and choose your provider.
  3. Your transactions sync automatically so you can match them to invoices and expenses.

Quarterly updates

  1. Go to Tax to see your quarterly periods and deadlines.
  2. Each quarter shows your turnover, expenses and profit so far.
  3. Review the figures, then mark the update as prepared. Direct HMRC submission is coming soon.

Making Tax Digital — common questions

Contact us

Email us at support@ginkgopro.co.uk, or send a message below.