Screenshots

Description

Easy Books 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.

Easy Books 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). Easy Books automatically creates these transactions as they become due according to your schedule.

Lock the Easy Books 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 Easy Books.


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)
* Customers' and Suppliers' Aged Debt
* Monthly breakdown and budget analysis
* Audit

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.


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.


Attachments

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.


Online Syncing

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.


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.

What's New

Version 11.5.9

• Easy Books can now restore backup files created from the invoice-only app "Easy Invoice".

If you like using Easy Books, please consider leaving a review in the App Store. It really helps spread the word!

Ratings and Reviews

4.2 out of 5

67 Ratings

67 Ratings

I like the app, not happy with price changes.

Jbas21

For me the app is essential for all my business transactions. Bought all the add ons for the Mac and IOS plus online sync. I spent a lot of money into the app, which I was happy to do because I like the app.

Unfortunately, like so many other devs they are switching to a subscription with a monthly cost. So now those "unlimited" add ons that I purchased seem to be no more. I will not continue to be a customer as under the subscription model.

Maybe they will continue to offer the current programs the the customers that have signed up already or give us an option to use it as we have been or switch to the subscription if that works better for you. I would continue paying online sync if that happens and change my rating back to 5 star. Otherwise you lost me and probably many others that are already flooded with subscriptions. Formerly happy 6 year customer.

Used to be helpful

pawsnevada

We have used this app for years to manage our small retail store. Purchased unlimited transaction early on in the App Store and it worked flawlessly.

However, now app creator forcing customer to purchase syncing plan that we don’t want or need and unlimited transactions are now limited until additional purchase of syncing plan, that is billed yearly, purchased. Very disappointed!

Company responds to now use EB lite to get what you’ve already paid for...however...EB Lite now says “unlimited” transactions numbers reached and you must purchase an additional subscription....stay away from this company with a 10 foot poll!

Developer Response

Sorry, you must have missed the email about continuing to use the old version, it's called EBLite. This is a copy of Easy Books from Dec 2016 before the pricing model changed to subscription only. All your purchased add-ons will work in EBLite and you won't lose out in any way. https://easybooksapp.com/download/lite

Customer profile

Stino750

Please add field for tel numbers on customers profile setup. Also make it possible to be able to pull up a customer info card...
The app is great and easy to use. I have been using it personally for private finance management now I use it to manage a small business.

Information

Seller
Geode Software Ltd
Size
11.5 MB
Category
Business
Compatibility
Requires iOS 11.0 or later. Compatible with iPhone, iPad, and iPod touch.
Languages
English
Age Rating
Rated 4+
Copyright
© 2018 Geode Software Ltd
Price
Free
In-App Purchases
  1. Bronze Plan - 1 Month $9.99
  2. Silver Plan - 1 Month $11.99
  3. Gold Plan - 1 Month $14.99

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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