KhataIN Help Center

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Product guidance for setting up KhataIN, keeping the books, managing inventory and sales, working across businesses, and understanding the tools around your workflow.

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Start with what you're trying to do.

Getting Started

Set up the basics, understand workspace organization and learn the core KhataIN workflow.

Accounting & Ledgers

Draft vs posted transactions, Chart of Accounts, journal entries and fiscal year closures.

Invoices & Receivables

Create invoices, track outstanding payments, record customer payments and manage aging debt.

Inventory & Operations

Track product stock, log incoming shipments, coordinate purchasing and link items to sales.

Multi-Entity Management

Manage multiple company books, toggle between business profiles, and isolate accounting records.

Reports & Exports

Run P&L statements, generate balance sheets, inspect trial balances and export accountant packages.

Popular workflows

Interactive step-by-step guides.

Select a common workflow below to see how to execute it inside KhataIN.

Step-by-step workflow

Set up a business

Create the workspace that will hold this entity’s accounts and operational records.

Create or select the business workspace in your KhataIN dashboard

Set the business entity details, legal name, and fiscal year calendar

Create or review the customizable Chart of Accounts structure

Add initial cash, bank, or payment gateway financial accounts

Invite team members, accountants, and staff who need access

Common questions