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.
Watch all on YouTubeUpbooks Guide | How to create proposals on Upbooks?
Watch on YouTubeUpbooks Guide | How to create product categories?
Watch on YouTubeUpbooks Guide | How to add product on Upbooks ?
Watch on YouTubeUpbooks Guide | How to configure discounts on upbooks
Watch on YouTubeUpbooks Guide | How to configure taxes on upbooks
Watch on YouTubeUpbooks Guide | How to setup automated reminders for invoices which are overdue
Watch on YouTubeUpbooks Guide | How to setup invoice default settings on upbooks
Watch on YouTubeUpbooks Guide | How to setup online payments to start accepting payments on the go
Watch on YouTubeUpbooks Guide | How to add services on upbooks
Watch on YouTubeUpbooks Guide | How to add clients
Watch on YouTubeUpbooks Guide | How to setup advance settings to personalize your upbooks account
Watch on YouTubeUpbooks Guide | How to start using Upbooks?
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Our Popular Blogs
Automating a Broken Process vs Fixing It
Most businesses automate to remove friction without asking why the friction exists. This blog draws the distinction between automating a broken process and fixing it first — through three real-world scenarios across financial services, e-commerce, and consulting — and reframes the cost of getting that sequence wrong.

Time Tracking Is Not a Surveillance Tool. It Is a Profitability Tool.
Most service businesses resist time tracking because they frame it as surveillance. This blog reframes it as a profitability tool — the foundation for correct pricing, visible scope creep, better use of senior capacity, and real project-level margin data — and identifies what the absence of that data actually costs.

AI Inside Your Business OS vs AI as a Standalone Tool
Most businesses have adopted AI as a collection of standalone tools — one for proposals, one for customer queries, one for summaries. This blog draws the distinction between AI at the edges of a business and AI embedded inside the operating system, and explains why the gap between those two approaches is where the real cost lives.
