Take some time to try EasyBooks first and see if you like it. Start with our get-started tutorial and create up to 60 transactions before you decide to subscribe to our app.
Keep track of your bank accounts, customers, suppliers, sales and purchase invoices, expenses, earnings and assets (including depreciation). You can also reconcile your bank and credit card account statements in the app.
Easy setup
• Multi-choice selector to establish a Chart of Accounts for your type of business
• Save time by using your Apple Contacts file to load customer and supplier information.
• Simple customization process makes all your invoices, estimates, receipts, credit notes, refunds and statements incorporate your businesses look and feel.
• Recurring transactions to match standing orders. Our app automatically creates these transactions when they are due, according to the schedule you set.
• Pre-filled forms
• Suggested common Income, expense, and asset account items for your type of business
Our low-cost subscriptions allow:
• As many businesses as you need
• Unlimited transactions
• No limits to the volume of customers, products, or services
• As many devices as you require, on iPhones, iPads, or MACs
• Powerful business analysis reports to help manage your small business
• Bronze package, everything you need to get started, multiple businesses.
• Silver package, Bronze plus customer invoicing, time tracking and up to 5GB of attachments
• Gold package, Silver plus foreign currencies & unlimited attachments
Financial reporting
- Our double-entry accounting package maintains the accounts and creates financial reports including:
- Profit and loss (accrual or cash basis)
- Balance sheet
- Cash flow
- Trial balance
- VAT return (cash, standard or flat-rate)
- Customers and suppliers aged debt
- Monthly breakdown and budget analysis
- Audits
All reports in can be created in print, HTML, CSV or ZIP formats.
Customer invoicing
- Create invoices and delivery notes in PDF format.
- Email them to your customer, print them or send them via other apps like Dropbox.
- Customise your invoices by adding a company logo, address, payment terms and so on.
- Create invoices in any most currencies. EasyBooks tracks any realised and unrealised gains due to exchange rates.
- Invoices can be tax-included or tax extra
- Create estimates and quotes that quickly transform into sales invoices later on.
- Upload your client details directly from your contact files to create your customer database.
Make tax time easy
- Add any number of sales and purchase VAT accounts, each with a specific rate.
- HMRC recognised - EasyBooks allows electronic submission of VAT
- Returns under their Making Tax Digital (MTD) scheme.
One place for all your accounting details
- Attach images, PDFs and other files along with your invoices, estimates and statements.
- Use the built-in scanner to store receipts.
- You only need one EasyBooks account for multiple businesses.
- Share your financial details with your accountant or with other employees, such as salespersons.
- Use our time tracking tool to keep track of the time youve worked for your customers.
Statements
Create bank or credit card statements to reconcile your transactions in EasyBooks with statements sent from your bank or a credit card company. Or create customer statements to chase up clients who are late in paying their invoices.
Stock and inventory
EasyBooks allows you to enter and track stock within the big picture of your business’ accounting. You can add both products and services to business inventory.
Online syncing
All plans come with access to our online syncing service for continuous online backup and synchronisation across all your devices.
Full support website: http://support.easybooksapp.com/discussion/new
Terms of use: https://www.easybooksapp.com/terms-of-use/
Privacy policy: https://www.easybooksapp.com/privacy-policy
