Accounts in a mess? Worried about 'doing the books'? Let's make itwellEASY! Easy Books is professional business bookkeeping, invoicing and time-tracking for your Mac, iPhone, and iPad. It includes demo businesses and space for 60 transactions so you can see if you like it.
You can update to unlimited transactions by taking out a subscription. Easy Books is Ideal for small businesses and 'one man bands', this app allows you to keep track of all your accounts, including bank accounts, sales and purchase invoices, expenses, earnings and assets (including depreciation). For bank and credit card accounts, you can reconcile your statements in the app. Entering information is easy and quick. Previous entries are used to auto-complete new ones. You can also save time when entering similar transactions by duplicating an existing transaction and setting the date. You can also import transactions from a CSV file.
Set recurring transactions to match your standing orders (such as pay day). Easy Books automatically creates these transactions as they become due according to your schedule (weekly, every two weeks, monthly and so on). Financial Reporting A full double-entry accounting package that not only maintains the accounts, but also performs financial reports such as:. Profit and Loss (accrual or cash basis). Balance Sheet.
Cash Flow. Trial Balance. VAT return (cash, standard or flat rate). Customer and Supplier Aged Debt. Monthly breakdown and budget analysis. Transaction List.
Audit.and more! All reports can be exported from the app by email. The output format is HTML or CSV which can be imported into other applications such as Excel. Customer Invoicing Invoices and delivery notes are generated in PDF format. Send these by email direct to your customer, print them or send them to other apps such as Dropbox. Set the company logo, addresses, payment terms and so on to customise the invoice for your business.
Once purchased, the DRAFT watermark is removed for every invoice you send. You can also prepare your customer statements in PDF format as well.
Transactions can split over many lines if you require, so for example, if you raise a sales invoice for a customer, you can add a separate line for each item on the invoice. Value Added Tax Add any number of sales and purchase VAT accounts, each with a specific rate. Easy Books automatically calculates the amounts for you. Foreign Currencies Enter amounts in a foreign currency and Easy Books will keep track of any realised and unrealised gains due to exchange rate variations over time. Time Tracking Track time spent working for different customers. Set your billing rates and the app will generate a sales entry for your customer as well as keep a record of all your hours worked and what you were doing. This optional extra comes with 10 entries to try it out.
If you don't need it, its easy to turn off completely to keep the user interface clean and simple. Backup and Restore Backing up is easy, and the backup file is compatible with the iOS version of Easy Books. But it's better to use our Online Sync service. Winamp gracenote tools auto tag software for mac. This provides continuous online backup and synchronises between all devices running the app, Mac to Mac or iPad/iPhone to Mac. Online Syncing All pricing plans include access to our Online Syncing service for continuous online backup and to synchronise all changes you make with every device whether Mac or iOS.
Sharing You can share access to your books with your accountant. This allows them to check your accounts for accuracy, fix mistakes, complete your tax calculation and handle your year end. For a full user guide to Easy Books, visit our web site; https://easybooksapp.com. Compatible with latest Mac OS. Are you a UK customer paying VAT? HMRC are accepting applications to join their pilot scheme for MTD (Making Tax Digital). This service is due to go live in April 2019 but we are able to offer a limited number of places on the pilot scheme. Get in touch via support if you would like to take part. The Accounts panel now remembers its width. Improved display of invoices on small screens.
These are now scaled to fit the available space. Internal improvements (reduced memory usage when displaying and adding new attachments). 7.6.5 31 May 2018. Fields in a transaction list that exceed the available space show their full content in a tooltip.
Sale transactions also list their line items in a tooltip when hovering over the invoice number. The default font size has been increased by 10%.
You can choose the size of text using the menu bar under View Make Text Bigger. Improvements to statements. When taking a transaction off a statement, it no longer drops to the last line in the un-reconciled list. Instead, it moves to the top line. When duplicating a foreign currency transaction with a user defined exchange rate, Easy Books looks up a new rate when the transaction date is set. Fixed an issue affecting reports. When running a MacBook Pro with TouchBar, and the accessibility keyboard or VoiceOver enabled (under System Preferences Accessibility), running the Profit & Loss caused the app to quit unexpectedly. Fixed an issue affecting the text displayed in App Preferences.
Some words were clipped. 7.5.6 9 Jan 2018. For Gold Plan customers, attach photos, PDF and text documents to transactions, estimates, statements, accounts and products.
When you prepare an estimate, attach your calculations so you can refer to it if you need to. Take photos of receipts and attach them to your expense entries. And when you've reconciled a statement, attach the bank's copy as source information. See the website for more information. Drag and drop transactions such as sales, receipts and payments to create a PDF. You can select more than one at a time, which can be useful if you want to archive a number of invoices. Drag to manually reorder transactions with the same date. Fixed an issue affecting date and text fields when running on macOS High Sierra.
6.2.8 17 Aug 2017. Improved searching in transactions. The details field is now searched as well as the main description field. Search transactions by date or range of dates. Use the search dropdown to select 'Search in Dates', then enter a date or range in your region format (e.g. Clicking on a sale, purchase or payment transaction in a report now shows the invoice in the thumbnail view. Statement opening balances that differ from the expected amount are highlighted in red to draw attention to a possible error. Fixed an issue affecting receipts for partial invoice payments. When an invoice was manually marked as fully paid, the receipt should still have been showing the partial amount, but was showing the full invoice amount.
Thank you for your feedback! See April 2017 Survey Results. If you like using Easy Books, please consider rating the app or leaving a review.
It really helps!. 6.0.11 5 Apr 2017. Fixed an issue affecting payments received in foreign currencies. When adding a payment for an invoice in a foreign currency, Easy Books should use the same currency as the original sale or purchase. Fixed an issue affecting receipts for partial payments. When sending a receipt for a sale that was partially paid and has subsequently been fully paid, the amount on the receipt incorrectly showed the total amount paid. For invoices fully paid in one payment, the invoice details are shown on the receipt. For partial payments, only the amount paid is shown.
If you like using Easy Books, please consider rating the app or leaving a review. It really helps!. 6.0.9 24 Mar 2017. T/max, Bought me time I really love bing able to import a contact into Easybooks then invoice them from prepopulated service or goods I sell a lot of or send them a quotation or an invoice before I have left the property. Vat returns worked well when I was vat registered but I still cannot get it to give me accurate profit and loss figures.
Likely because I am doing something wrong but I cannot figure out what. Thankfully I can select the whole of the sales and purchases tranactions and export the figures into an excel sheet and then select out from the excel sheet the period I need to get accurate results for the year I am working on. Its far from ideal but it gives the right results. T/max, Bought me time I really love bing able to import a contact into Easybooks then invoice them from prepopulated service or goods I sell a lot of or send them a quotation or an invoice before I have left the property. Vat returns worked well when I was vat registered but I still cannot get it to give me accurate profit and loss figures. Likely because I am doing something wrong but I cannot figure out what. Thankfully I can select the whole of the sales and purchases tranactions and export the figures into an excel sheet and then select out from the excel sheet the period I need to get accurate results for the year I am working on.
Its far from ideal but it gives the right results.