uBooks Accounting & GST Compliance Software – Technical Knowledge Base Guide – Bison Knowledgebase

uBooks Accounting & GST Compliance Software – Technical Knowledge Base Guide

📅 15 Jan 2026 📂 General 👁 10 views

uBooks is an Indian cloud-enabled accounting and GST compliance software developed by Adaequare Info Private Limited. It is designed to help small businesses, professionals, and enterprises manage accounting, invoicing, inventory, and GST return filing in compliance with Indian tax laws.

This article provides a technical, implementation-oriented overview of uBooks, focusing on practical usage, system behavior, GST workflows, and best practices for IT teams, accountants, and consultants.

Technical Overview

What is uBooks?

uBooks is a GST-ready accounting application that integrates:

Bookkeeping
Tax computation
GST return preparation
Direct GST portal connectivity (via APIs)

It supports real-time validation, automated tax calculations, and structured data formats aligned with GSTN requirements.

Deployment Model

Model Description
Cloud (SaaS) Browser-based access
Desktop (Hybrid) Local installation with online GST sync
API-based GSTN integration for returns

Model	Description
Cloud (SaaS)	Browser-based access
Desktop (Hybrid)	Local installation with online GST sync
API-based	GSTN integration for returns

Core Modules

Module Purpose
Accounting Ledgers, vouchers, balances
Invoicing GST-compliant sales invoices
Purchase Management ITC tracking
Inventory Stock valuation & tracking
GST Returns GSTR-1, GSTR-3B, others
Reports Tax, ledger, compliance reports

Module	Purpose
Accounting	Ledgers, vouchers, balances
Invoicing	GST-compliant sales invoices
Purchase Management	ITC tracking
Inventory	Stock valuation & tracking
GST Returns	GSTR-1, GSTR-3B, others
Reports	Tax, ledger, compliance reports

Supported GST Functionalities

GSTIN-wise company creation
Multi-rate GST support (0%, 5%, 12%, 18%, 28%)
Reverse Charge Mechanism (RCM)
HSN & SAC classification
Auto tax breakup (CGST/SGST/IGST)
JSON generation & upload to GST portal

Use Cases

Small & Medium Businesses

Day-to-day accounting
GST invoice generation
Monthly/quarterly return filing

Tax Consultants & CAs

Multiple client management
Data validation before filing
Error reduction in GST returns

Retailers & Traders

Inventory + GST billing
POS-style invoice generation

Service Providers

SAC-based invoicing
ITC reconciliation

Step-by-Step Implementation

1. Company Creation

Login to uBooks
Select Create New Company
Enter:
- Business name
- GSTIN
- State & registration type
Save and activate company

2. Ledger & Master Setup

Create Ledgers

Go to Masters → Ledgers
Create:
- Sales Ledger (GST applicable)
- Purchase Ledger
- Output CGST/SGST/IGST
- Input CGST/SGST/IGST

Create Items / Services

Field Example
Item Name Computer Mouse
HSN 847160
GST Rate 18%
Type Goods

Field	Example
Item Name	Computer Mouse
HSN	847160
GST Rate	18%
Type	Goods

3. GST Invoice Creation

Go to Sales → Tax Invoice
Select customer
Add items/services
Verify tax breakup
Save & print/email invoice

4. GST Return Filing Workflow

GSTR-1

Navigate to GST → GSTR-1
Validate sales data
Generate JSON
Upload to GST Portal
File using DSC/EVC

GSTR-3B

Auto-populated from books
Review tax liability
Offset using cash/credit ledger
File return

Commands / Examples (Data Export)

Export GSTR-1 JSON

GST → Returns → GSTR-1 → Generate JSON

Export Accounting Data


Reports → Export → Excel / PDF

Common Issues & Fixes

GST Return Validation Errors

Cause: Incorrect HSN, tax rate mismatch
Fix:

Verify HSN/SAC
Recalculate tax
Revalidate before JSON generation

ITC Not Reflecting Correctly

Cause: Purchase ledger misconfiguration
Fix:

Check ITC eligibility flag
Correct tax ledger mapping

Invoice Not Appearing in GSTR-1

Cause: Invoice type not marked taxable
Fix:

Ensure GST invoice type selected
Check B2B/B2C classification

Security Considerations

Data Protection

Encrypted communication with GSTN
Role-based access control

Authentication

Secure login credentials
GST portal authentication via authorized credentials

Compliance

GST schema validation before upload
Audit-ready reports

Backup

Cloud backup (for SaaS)
Manual export recommended

Best Practices

Configure masters before transactions
Use correct HSN/SAC codes
Reconcile ITC monthly
Validate returns before upload
Maintain regular data backups
Keep software updated for GST changes
Restrict access using user roles

Advantages & Limitations

Advantages

GST-focused design
Indian compliance ready
Integrated accounting + GST
Lower learning curve for SMEs

Limitations

Limited customization vs ERP systems
Feature set depends on subscription
Desktop version requires regular sync

Conclusion

uBooks is a practical and compliance-oriented accounting solution tailored for Indian GST requirements. It effectively bridges accounting and statutory compliance, making it suitable for SMEs, consultants, and growing businesses. With correct configuration and disciplined usage, uBooks can significantly reduce GST errors, filing time, and compliance risks.

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