poketbook

Kaise Use Karein?

Step-by-step guide with live app screenshots — har feature explain kiya gaya hai

8 Steps · Live App Mockups · Hindi + English
📱
Step 1 of 8

Register / Login

Pehle step mein apna account banayein. Aap email se ya phone OTP se sign up kar sakte hain. New users ko automatically 7-day FREE trial milega — koi credit card nahi chahiye.

📌 Tips & Notes
1
Email tab: Naam, Email, Password bharo → Register FREE click karo
2
Phone tab: Mobile number dalo → OTP aayega → Verify karo
3
Demo access: admin@khaata.com / admin123
Live App Screen
poketbook.in
poketbookPoketBook
Email Login
Register FREE
Name *
Ramesh Kumar
Email *
ramesh@gmail.com
Password *
••••••••
Register FREE — 7-Day Trial
✓ 7-day FREE trial starts instantly
Step 1: Register / Login
Step 2: 👥 Party Add Karein
👥
Step 2 of 8

Party Add Karein

Left menu mein 'Parties / Khata' section open karein. 'Naya Party Add Karein' button dabayein. Party ka naam (Title Case mein auto-convert hoga), mobile number aur address bharo.

📌 Tips & Notes
1
Party name Title Case mein auto-format hota hai — RAMESH → Ramesh
2
Mobile number se party ko search kar sakte hain
3
Party delete karne ke liye balance zero hona zaroori hai
Live App Screen
poketbook.in
Parties / Khatadar
Ramesh Sharma
9876543210
₹15,000
Priya Textiles
9988776655
₹8,500
Mohan Trading
9123456780
₹0 Barabar
Naya Party Add Karein
Sita Enterprises
9012345678
Step 2: Party Add Karein
Step 3: 📖 Ledger Open Karein
📖
Step 3 of 8

Ledger Open Karein

Top menu mein 'Ledger / Bahi' tab select karein. Party Name dropdown mein apni party choose karein. Party ka poora ledger khuljayega — Balance header mein dikhega.

📌 Tips & Notes
1
Balance:- 15,000 देने = party ne credit diya (Dena hai unhe)
2
Balance:- 8,000 लेने = party ko credit mila (Lena hai unhe)
3
'Show Full Account' toggle se party info panel show/hide karein
Live App Screen
poketbook.in
Settling Entry | Party :- Ramesh Sharma
Party Name
Ramesh Sharma ▼
Balance:-
15,000 देने
Party: Ramesh Sharma | Mobile: 9876543210 | Entries: 3 | Total Credit: 20,000
DATE
PARTY
CREDIT
BAL
20 Apr
Priya
15,000
15,000
22 Apr
Mohan
5,000
20,000
23 Apr
Priya
-
5,000 Ret
Step 3: Ledger Open Karein
Step 4: ⚡ Naam / Jama Entry Karein
⚡
Step 4 of 8

Naam / Jama Entry Karein

Ledger ke neeche orange entry row mein aap fast entry kar sakte hain. Date auto-filled rahegi. Counterparty party select karo. Naam (Credit) ya Jama (Debit) amount dalein. OK dabao ya Enter press karo.

📌 Tips & Notes
1
Tab key se fields mein move karein — mouse ki zaroorat nahi
2
Naam (Credit) = party ne credit diya → party DENA ho jaati hai (Blue)
3
Jama (Debit) = party ko credit mila → party LENA ho jaati hai (Red)
4
Enter OK pe dabane se entry save hoti hai — sound bhi aata hai!
Live App Screen
poketbook.in
DATE
PARTY
NAAM
JAMA
BAL
24 Apr
Priya
5,000
5,000
New Entry:
08:30pm ●
नाम
जमा
Step 4: Naam / Jama Entry Karein
Step 5: 💰 Dena / Lena Samjhein
💰
Step 5 of 8

Dena / Lena Samjhein

poketbook mein balance color se samajh aata hai. DENA (Blue) = party ne credit diya, unhe dena hai. LENA (Red) = party ko credit mila, unhe lena hai. Balance Sheet mein dono sides clearly dikhti hain.

📌 Tips & Notes
1
Naam (Credit) entries → DENA hai (Blue) — party will pay
2
Jama (Debit) entries → LENA hai (Red) — party will receive
3
Balance Sheet: LEFT = DENA (Blue) parties, RIGHT = LENA (Red) parties
4
Net Balance automatically calculate hota hai
Live App Screen
poketbook.in
Balance Sheet
DENA HAI / देना है
LENA HAI / लेना है
Ramesh Sharma15,000
Priya Textiles8,500
Mohan Trading5,000
Sita Ent.3,000
Total Dena20,000
Total Lena11,500
Net Balance: ₹8,500 देने
Step 5: Dena / Lena Samjhein
Step 6: 🔒 Tally / Lock Karein
🔒
Step 6 of 8

Tally / Lock Karein

Period end par 'Tally (N)' button dabao. Confirm karo — sab unlocked entries lock ho jaayengi. Locked entries viewable hain but kabhi edit nahi ho sakti. Closing balance snapshot save hota hai.

📌 Tips & Notes
1
F4 key se most recent entry edit karo
2
Tally ke baad entries mein * (star) dikhta hai — locked
3
Locked party ko delete karne ke liye pehle balance zero karo
4
Tally se audit trail perfect rahti hai
Live App Screen
poketbook.in
Ramesh Sharma Ledger
20 Apr
Priya
5,000
5,000
★
22 Apr
Mohan
8,000
13,000
★
24 Apr
Sita
2,000
15,000
🔒 Tally Confirm?
2 entries lock hongi. Closing: 15,000 देने
⚠️ Lock hone ke baad edit nahi hoga
Step 6: Tally / Lock Karein
Step 7: 📊 Statement Export Karein
📊
Step 7 of 8

Statement Export Karein

Top menu 'Statement' tab mein jaayein. Party select karo, date range choose karo (Aaj/Is Mahine/Sab shortcuts hain). Live preview dikhta hai. PDF ya Excel download karo — ya browser print dialog se print karo.

📌 Tips & Notes
1
Date range filter: 'Aaj', 'Is Mahine', ya 'Sab' quick shortcuts hain
2
Preview mein entries dikhti hain — download se pehle check karo
3
PDF mein poketbook logo aata hai
4
Excel mein Hindi characters perfectly dikhte hain
Live App Screen
poketbook.in
Report Type
Party Ledger
Balance Sheet
Party
Ramesh Sharma ▼
Date Range
01-04-2026
24-04-2026
Ramesh Sharma15,000 देने
20 Apr
Priya
5,000
5,000
22 Apr
Mohan
8,000
13,000
24 Apr
Sita
2,000
15,000
Step 7: Statement Export Karein
Step 8: ☁️ Google Sheets Backup
☁️
Step 8 of 8

Google Sheets Backup

Statement page mein 'Google Sheets Backup' section mein 'Connect Google Sheets' click karein. Google account se authorize karo. Ek baar connect hone ke baad 'Backup Now' se instantly sync karein ya auto-schedule set karein.

📌 Tips & Notes
1
Ek baar connect karo — baaki sab automatic
2
Backup Now = turant sync Google Sheet mein
3
Sheet mein 2 tabs: Parties + Ledger Entries
4
Open Sheet button se seedha Google Sheet khulta hai
Live App Screen
poketbook.in
Google Sheets Backup
Connect once, sync forever
Connected ✓
Last backup: Today, 08:30 pm IST
💾
Auto Email Backup
Schedule karein
Active ✓
user@gmail.comChange
🔕Never
📆Weekly✓
🗓️Monthly
Step 8: Google Sheets Backup

⌨️ Keyboard Shortcuts

TabNext field mein jaao (Party → Naam → Jama → Note → OK)
Enter on OKEntry save karo + beep sound + mobile vibration
F4Most recent unlocked entry ka edit modal kholo
Ctrl+PCurrent page browser print dialog se print karo

❓ FAQ

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