Easy Books: Accounting, Bookkeeping & Invoicing

Developer: Geode Software

Current Version: 6.1

Last Updated: 3 days ago

Download Size: 5.1 MB - Download

Description:

Accounts in a mess? Worried about 'doing the books'? Let's make it…well…EASY!

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. 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

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Release Notes:

• 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. 01/01/2016 - 31/12/2016).
• 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!

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Most Helpful Reviews

5/5
Version 4.7.3
Review by Edwmour

Highly Recommend - Highly recommend for its simplicity. Very useful not only for accountants, but for anyone who wants to keep track of the personal and business accounts. Actually, it helped me to understand nuts and bolts of the accounting through its simple forms and transactions. Now I can keep control over my suppliers and customers accounts and do not have to call my accountant to verify balance every time I need to schedule a payment or send an invoice. It aslo helped me to double check the accountant and identify any potential mistake. Reports are very useful! You can cross-check any data. Time tracker does not seem to allow to generate periodicc invoice agrregating workers time. This would have been useful.

Found helpful by 6 out of 6 people
1/5
Version 1.4
Review by Aacram

Not actually free. - Although this app seems fairly useable it was overall less flexible than I needed it to be and a bit ungainly. Also after I entered in three months of records it infomred me that I had used up all my free entries and to use the app further I had to purchase it, which was frustrating. In the end it wasn't actually free and it bothered me that they weren't up front about the fact that this app is really just a sample.

Found helpful by 76 out of 104 people