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Upbooks Video Tutorials
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Watch step-by-step videos to learn your way around Upbooks™

All tutorials from our YouTube channel, embedded so you can learn without leaving the page.

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Tutorial

Upbooks Guide | How to setup automated reminders for invoices which are overdue

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Tutorial

Upbooks Guide | How to setup invoice default settings on upbooks

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Tutorial

Upbooks Guide | How to setup online payments to start accepting payments on the go

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Tutorial

Upbooks Guide | How to setup advance settings to personalize your upbooks account

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Our Popular Blogs

Why Indian retail businesses are running POS and accounts as two separate businesses
Technology, Business
Jun 15, 2026

Why Indian retail businesses are running POS and accounts as two separate businesses

Most Indian retail businesses run their point of sale and their accounts as two separate systems, reconciled manually, always out of sync. This blog identifies five reasons that separation is costing retailers more than they realise — from daily reconciliation overhead to real-time visibility gaps — and what an integrated retail operation actually looks like.

By Radhika MandharIn Technology, Business
The Hiring Process Nobody Built — How SMBs Manage Talent Without a System and What It Costs Them
Technology
Jun 10, 2026

The Hiring Process Nobody Built — How SMBs Manage Talent Without a System and What It Costs Them

Most SMBs treat every hire as a one-off event. No defined stages, no shared pipeline, no documented criteria. This blog names the pattern — talent improvisation — traces how it happens across real business scenarios, and reframes the true cost of hiring without a process in financial and operational terms.

By Radhika MandharIn Technology
Inventory That Lives in Someone’s Head: Why Stock Visibility Is the First Thing Manufacturers Lose When They Grow
Business Operating System, Inventory Management
Jun 8, 2026

Inventory That Lives in Someone’s Head: Why Stock Visibility Is the First Thing Manufacturers Lose When They Grow

When manufacturing businesses grow, the person who carried the inventory picture in their head is no longer enough. This blog identifies four reasons stock visibility breaks under growth, the compounding cost of inaccurate inventory data, and what a connected inventory system looks like compared to the manual approach most mid-sized manufacturers are still running on.

By Radhika MandharIn Business Operating System, Inventory Management