Easy Books: Accounting

Business | Finance

iOS

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.