QBM Help Center Documentation Home

QBM Options QBM Editions QBM Installer POS Options Role Workflows Security Groups User Management Connection Guide QBM Diagnoser ZeroTier Setup QClock QClock Verification PintAE E-Invoicing Promotions Shopify Integration WooCommerce Integration QBM WhatsApp WhatsApp API Setup Payroll Attendance Timesheets Leave Payslip

Welcome to the QBM Help Center

Start here to search, browse, and follow practical QBM documentation by real-world workflows: company setup and options, hosting and connectivity, security and access control, customer sales, purchasing and refunds, accounting and period closing, inventory auditing, POS setup, integrations (Shopify/WooCommerce/WhatsApp), promotions, payroll, attendance, leave, and UAE compliance.

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Setup | Security | Sales | Purchasing | Accounting | Inventory | Integrations | POS | Promotions | Payroll | QClock

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Recommended reading paths

If you are not sure where to start, pick the path that matches your goal. Each path is intentionally short and practical.

New company / administrator
  1. Getting Started and Navigation
  2. Common Daily Workflows by Role
  3. QBM Installer Guide
  4. New Company Setup
  5. QBM Options & Settings Guide
  6. User Management Guide
  7. Security Groups Guide
  8. Connection User Guide
  9. QBM Diagnoser Guide
  10. ZeroTier Setup Guide for QBM
  11. QClock Employee Clock Guide
  12. QClock Attendance Verification Options Guide
  13. Database Backup Guide
  14. Database Restore Guide
  15. QBM Editions Comparison Guide
  16. Activation and Module Utilities
  17. Maintenance Guide
  18. Upgrade Database Maintenance Guide
  19. Reindex Database Maintenance Guide
  20. Reconcile Inventory Maintenance Guide
  21. Reevaluate Inventory Transactions Guide
  22. Purge Non-Inventory Transactions Guide
  23. Update Product Maintenance Guide
  24. Add Module Maintenance Guide
  25. Activate Modules Maintenance Guide
Integrations (Shopify / WooCommerce / WhatsApp)
  1. Shopify Integration Guide
  2. WooCommerce Integration Guide
  3. WhatsApp Business API Setup Guide
  4. QBM WhatsApp Integration Guide
Accounting month-end / year-end
  1. Chart of Accounts Guide
  2. Journal Entry Guide
  3. General Ledger & Account Transactions
  4. Trial Balance Reports
  5. Financial Statements Guide
  6. Cash Flow Reports Guide
  7. Accounting Journals, Analysis & Audit Reports
  8. Budget & Budget Performance Reports
  9. Closing and Fiscal Management
  10. Retained Earnings User Guide
  11. Comparative Account Analysis
VAT / tax compliance
  1. VAT / Tax Return Guide
  2. Tax Transaction Reports Guide
  3. PintAE E-Invoicing Guide
HR / Payroll processing
  1. Payroll User Guide
  2. QClock Employee Clock Guide
  3. QClock Attendance Verification Options Guide
  4. Time Entry & Timesheets
  5. Attendance (Check-In/Out & Time Clock)
  6. Leave Management
  7. Employee Payslip
  8. Employee & Payroll Analysis Reports
Retail / inventory audit & controls
  1. Item / Product Setup
  2. Item Grouping & Classification
  3. Inventory Costing Methods
  4. Changing Item Cost Methods
  5. Price Levels & Customer Pricing
  6. Product Lots
  7. Product Lots & Expiry Reports
  8. Serial Numbers
  9. Inventory Adjustments, Transfers & Physical Inventory
  10. Inventory Status Reports
  11. Inventory Movement Reports
  12. Material Requisition & Material Request
  13. Manufacturing Menu Guide
  14. Disassemble Item
  15. Disassemble Item List
  16. POS Daily Operations
  17. Assemblies, Kits & Build Assembly
  18. Assembly, Kit & Component Reports
  19. Serial, Container & Physical Inventory Reports
  20. Inventory Kardex Summary
  21. Inventory Kardex Detail
  22. POS Printer Configuration
  23. POS & Retail Control Reports
  24. Product Variations
  25. Print Template Design & Printing
Security / user administration
  1. Security and Permission Troubleshooting
  2. Security Groups Guide
  3. User Management Guide
  4. QBM Options & Settings Guide
Company setup / master data
  1. Location & Store Management
  2. Contacts & Contact Groups
  3. Payment Methods, Terms & Currency Setup
  4. Customer Setup & Customer Details
  5. Vendor Setup & Vendor Details
  6. Chart of Accounts Guide
Sales operations
  1. Customer Setup & Customer Details
  2. Customer Center
  3. Customer Invoices & Sales Receipts
  4. Sales Analysis Reports
  5. QSalesView User Guide
  6. Customer Follow-Up & Reference Reports
  7. Sales Inquiry
  8. Receive Payments & Customer Statements
  9. Receivables Aging Reports
  10. Customer Balance & Open Invoices Reports
  11. Receive Prepayment & Customer Credits
  12. Quotes, Orders & Delivery Notes
  13. Refunds Guide
CRM / pipeline / service
  1. CRM Leads Reports
  2. CRM Opportunities & Pipeline Reports
  3. CRM Cases Reports
  4. CRM Tasks & Activities Reports
Banking / cash control
  1. Banking & Reconciliation
  2. Checks Management
  3. Opening Balances
Purchasing / vendor control
  1. Vendor Setup & Vendor Details
  2. Vendor Center
  3. Purchase Inquiry
  4. Purchase Quotes & Purchase Orders
  5. Purchase Invoices & Pay Bills
  6. Purchase Analysis Reports
  7. Vendor Follow-Up & Reference Reports
  8. Payables Aging Reports
  9. Vendor Balance & Open Bills Reports
  10. Vendor Statements, Credits & Payment Transactions
Fixed assets lifecycle
  1. Fixed Assets Guide
  2. Fixed Asset Reports Guide
Project / Job costing
  1. Project / Job Module Guide
  2. Job / Project Profitability Reports
  3. Advanced Job & Project Operations Reports
  4. Field Services Reports
  5. Comparative Account Analysis
  6. Inventory Kardex Detail

All guides

Browse all help documents below. You may filter by category or search by keyword. Each card includes a direct link and a "Copy link" button.

QBM Help Center: customer workflow guides
Company options and settings | POS options and settings | Role workflows | WhatsApp in QBM | Connection troubleshooting