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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

What’s New

Version 7.7.4

• Fixed an issue affecting statement selection. When adding an attachment to an old statement the selected statement should not have updated afterwards.

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

Ratings and Reviews

FrederickD ,

I’m impressed

Needed something quick that was multi-company capable. Gave this a try and I have come away VERY impressed. I needed to generate a P&L and Balance Sheet for a credit line application. In 10 minutes I was up and running. In less than an hour I had my first company latest bank statement imported, coded, and balanced. The generation of the needed reports was effortless.

I’ve been doing accounting for a very long time and this software is amazing. Give it a try! I haven’t even tried the iOS version yet but love the online syncing and backups.

Well done! Buying the monthly subscription as an in-app purchase.

Nlecuyer ,

Great software, wish I found it years ago!

I just stumbled onto EasyBooks. Wish I had found it years ago! Very nicely done.

Strengths (from perspective of US-based sole proprietorship with no employees):
+ Full double-entry book keeping software for small businesses. Easy to set up all necessary accounts. Not just invoicing, this software does the full books.
+ Much simpler to use than QuickBooks, FreshBooks, etc. I tried those programs and I could never get it all together for our small Schedule C business. Too complicated. And assumption for all those other programs is that you are paying an accountant to do much of the work. That might be a suitable assumption for a “larger” small business but not for a $10k side hustle. With QuickBooks, I couldn’t even make an adjustment to a previous reconciliation, that requires an accountant.
+ iOS applications have pretty much 100% of the functionality of the desktop version. Yeah! Cloud-based sync’ing works great, it’s speedy and accurate.
+ UI designed assuming manual data entry instead of bank sync. As a result, the UI is very efficient for both data entry and reconciliation. It took me only about 1/3 the amount of time to enter 5 years’ worth of history into EasyBooks as QuickBooks. I discovered this software on a Friday evening, and by Monday evening had 5 years’ worth of books entered and consolidated. Am now ready to do 2017 tax return. Yeah!
+ Performance is very good due to native thick-client design. Much better than web-based apps.

The program defaults are for a UK-based business (with VAT etc.) It took me a few minutes to figure out how to re-configure the preferences and accounts for a US-based business with sales tax instead of VAT. But between the extensive online help and some quick Google searches, it was quickly accomplished.

If your business is simple and similar in profile (sole proprietorship, no employees hence no need to do payroll, low to moderate transaction velocity so manual data entry OK, and DIY Schedule C taxes) then EasyBooks is for you!

I see some prior reviews complain about the subscription-based pricing model. If users don’t see the value of this software then I would encourage them to spend a year running their business on a spreadsheet instead. Since our business is a side hustle, I value my time at >$100 an hour of time spent. EasyBooks quickly earns its keep. I like EasyBooks so much that I popped for the Gold subscription plan, even though for our business I could have gotten away with the Bronze. For $5 / extra per month, I think a small extra tip is worth it to help keep Geode Software in business. Thanks Geode, keep up the great work!

Kaydell L. ,

I feel betrayed!

I bought this program before you had to pay every month for a subscription. I spent $80.00, making a deal that I wouldn't ever have to pay again.

They changed the deal so that my software didn't work anymore. Supposedly, I was able to upgrade to a program called "Easy Books Lite". The trouble is that Easy Books Lite isn't working for me and soon it won't even be supported at all.

I feel betrayed! I feel that they breached the contract that they made with me.

Another thing is that the product uses the technical accounting language of the United Kingdom (UK) and I use the language of the United States (US). Accounting is hard enough for me without stumbling accross money-hungry developers who aren't using terminology that is used in the US.

Information

Seller
Geode Software Ltd
Size
5.2 MB
Category
Business
Compatibility
macOS 10.13 or later, 64-bit processor
Languages
English
Age Rating
Rated 4+
Copyright
© 2018 Geode Software Ltd
Price
Free

Supports

  • Family Sharing

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

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