EasyBooks is professional business bookkeeping, invoicing and time-tracking for iPad, iPhone and Mac.
It includes comprehensive in-app help and space for 60 transactions so you can see if you like it. You can update to unlimited transactions by taking out a subscription to one of our pricing plans.
EasyBooks is ideal for small businesses and 'one man bands'. Keep track of all your bank accounts, customers, suppliers, 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 the app features a built-in calculator, pre-filled forms and common linked accounts based on previous entries to help save you time. You can also save time when entering similar transactions by duplicating an existing transaction and setting the date.
Set recurring transactions to match your standing orders (such as monthly insurance payments). EasyBooks automatically creates these transactions as they become due according to your schedule.
Lock the EasyBooks app using a four-digit pass-code and Touch ID / Face ID. This is useful if you want to lend your phone to someone, but you don't want them to use EasyBooks.
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)
* Customers' and Suppliers' Aged Debt
* Monthly breakdown and budget analysis
All reports can be exported from the app in either HTML, CSV or ZIP format. Reports can then be imported into other applications such as Excel or Numbers.
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.
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.
Keep everything in one place! Store images, PDFs and other files alongside transactions, estimates and statements. Use the built-in document scanner to photograph receipts.
Backup and Restore
Backing up is easy, simply tap the backup option and send the data file to yourself in an email or transfer it to another app such as iCloud Drive or Dropbox. To restore it just tap the attachment to open in Easy Books.
All pricing plans come with access to our Online Syncing service for continuous online backup and to synchronise all changes you make with every device whether Mac or iOS.
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.
Bug fixes including split screen functionality for iPad
Ratings and Reviews
OK you do have to be a little bright (ask your accountant to help) to get this app working for your particular business model. You also have to enter your own data - shock horror! Once you are going it is excellent. VAT returns are instant and end of year Profit/Loss reports do as they should. It works the figures out instantly.
Excellent value - I used to use Quicken until 2010 (cost £50+ in 2000) been using this since less than half the price! Carry everything around on ipad &/or phone - don't need or use sync (tried it but didn't work for me) as email back up works just fine for me.
I use the invoice part regularly and it is excellent as I can send an email with a personalised invoice (either for just the VAT or the whole fee as required) instantly without printing anything out.
Support were excellent too so I would highly recommend this app but it is not a game.
The app is still excellent but the goalposts have been moved. It was my favourite app but now I am being charged an extra £60 per year it is massively more expensive than any other app I own. Can’t think why anyone would want to get into this now.
No more transactions
Having bought Easy Books at an early stage and paid for add ons you then changed to charging a monthly fee for what I had already paid for. You then introduced EBLite to allow previous users to carry on using a basic app. I now find I can no longer use EB Lite as it now displays a message saying ‘not purchased unlimited transactions for Easy Books’ and the same message is displayed for purchases and sales. No further transaction can be entered. It is now useless and paying for the original app was a complete and utter waste of money. Look after the customers who started you off.
All you need
Have been using this for years as it does everything I need (and some stuff I don’t). I record all my hours (including overtime and on call) generate and send all my invoices, track all company spending and then use it to file my VAT returns. There is online hell and a very good support process if you have questions. Would recommend without hesitation.
- Geode Software Ltd
- 64.4 MB
Requires iOS 11.0 or later. Compatible with iPhone, iPad and iPod touch.
- Age Rating
- Rated 4+
- © 2018 Geode Software Ltd
- In-App Purchases
- Silver Plan - 1 Month £11.99
- Bronze Plan - 1 Month £9.99
- Gold Plan - 1 Month £14.99
Up to six family members will be able to use this app with Family Sharing enabled.