EasyBooks Accounting

EasyBooks Accounting Software


Company Name:

About: Geode Technology provides a GPS tracking service using smart devices such as iPhone's and Android
devices as the primary hardware.
Headquarters: Fredericton, Nova Scotia, Canada.

 
  2023-10-25

EasyBooks Accounting Overview


What is EasyBooks Accounting?

EasyBooks is an accounting app that helps small businesses keep track of their finances. It allows users to manage bank accounts, customers, suppliers, sales and purchase invoices, expenses, earnings, assets, and inventory. The app offers easy setup, customization, and recurring transactions. It also provides financial reporting, customer invoicing, tax management, and online syncing.



Features


- Multi-choice selector to establish a Chart of Accounts for your type of business

- Save time by using your Apple Contacts file to load customer and supplier information

- Simple customization process for invoices, estimates, receipts, credit notes, refunds, and statements

- Recurring transactions to match standing orders

- Pre-filled forms and suggested common income, expense, and asset account items for your type of business

- Low-cost subscriptions with unlimited transactions, no limits to the volume of customers, products, or services, and as many devices as you require

- Powerful business analysis reports to help manage your small business

- Financial reporting including profit and loss, balance sheet, cash flow, trial balance, VAT return, customers' and suppliers' aged debt, monthly breakdown, budget analysis, and audits

- Customer invoicing with customisation options, multiple currencies, and tax management

- Estimates and quotes that can quickly transform into sales invoices

- Tax management with electronic submission of VAT returns under the Making Tax Digital (MTD) scheme

- Attachment of images, PDFs, and other files along with invoices, estimates, and statements

- Built-in scanner to store receipts

- Time tracking tool to keep track of the time worked for customers

- Bank or credit card statements to reconcile transactions

- Stock and inventory management

- Online syncing for continuous backup and synchronisation across all devices.



Official Screenshots


         


Product Details and Description of



Take some time to try EasyBooks first and see if you like it. Start with our get-started tutorial and create up to 60 transactions before you decide to subscribe to our app. Keep track of your bank accounts, customers, suppliers, sales and purchase invoices, expenses, earnings and assets (including depreciation). You can also reconcile your bank and credit card account statements in the app. Easy setup • Multi-choice selector to establish a Chart of Accounts for your type of business • Save time by using your Apple Contacts file to load customer and supplier information. • Simple customization process makes all your invoices, estimates, receipts, credit notes, refunds and statements incorporate your businesses look and feel. • Recurring transactions to match standing orders. Our app automatically creates these transactions when they are due, according to the schedule you set. • Pre-filled forms • Suggested common Income, expense, and asset account items for your type of business Our low-cost subscriptions allow: • As many businesses as you need • Unlimited transactions • No limits to the volume of customers, products, or services • As many devices as you require, on iPhones, iPads, or MACs • Powerful business analysis reports to help manage your small business • Bronze package, everything you need to get started, multiple businesses. • Silver package, Bronze plus customer invoicing, time tracking and up to 5GB of attachments • Gold package, Silver plus foreign currencies & unlimited attachments Financial reporting - Our double-entry accounting package maintains the accounts and creates financial reports including: - 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 - Audits All reports in can be created in print, HTML, CSV or ZIP formats. Customer invoicing - Create invoices and delivery notes in PDF format. - Email them to your customer, print them or send them via other apps like Dropbox. - Customise your invoices by adding a company logo, address, payment terms and so on. - Create invoices in any most currencies. EasyBooks tracks any realised and unrealised gains due to exchange rates. - Invoices can be tax-included or tax extra - Create estimates and quotes that quickly transform into sales invoices later on. - Upload your client details directly from your contact files to create your customer database. Make tax time easy - Add any number of sales and purchase VAT accounts, each with a specific rate. - UK HMRC approves EasyBooks to provide electronic submission of VAT - Returns under their Making Tax Digital (MTD) scheme. One place for all your accounting details - Attach images, PDFs and other files along with your invoices, estimates and statements. - Use the built-in scanner to store receipts. - You only need one EasyBooks account for multiple businesses. - Share your financial details with your accountant or with other employees, such as salespersons. - Use our time tracking tool to keep track of the time you've worked for your customers. Statements Create bank or credit card statements to reconcile your transactions in EasyBooks with statements sent from your bank or a credit card company. Or create customer statements to chase up clients who are late in paying their invoices. Stock and inventory EasyBooks allows you to enter and track stock within the big picture of your business’ accounting. You can add both products and services to business inventory. Online syncing All plans come with access to our online syncing service for continuous online backup and synchronisation across all your devices. Full support website: http://support.easybooksapp.com/discussion/new Terms of use: https://www.easybooksapp.com/terms-of-use/ Privacy policy: https://www.easybooksapp.com/privacy-policy




Top Reviews

By Drew Rosenberg

Best double entry accounting software out there for iOS

My wife and I have used easy books to manage our personal finances since 2011. It’s the best balance of simple and powerful. The data synchronization across devices makes things easy, and the split screen on iPad is a must when reconciling bank statements. Although it is targeted toward small businesses, we find it to be good for personal finances because it is unopinionated in its workflow, allowing us to leverage off of standard accounting practices rather than fight a tool that thinks it knows how to manage our finances better than we do.

By Stino750

Customer profile

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.

By Kimisoby

Small Cleaning Business

Perfect for my small cleaning business. I live in the USA so it took so finagling to make it work for me. And fortunately when I called customer services the guy I spoke to used to live in Virginia. He was a HUGE help. If IRS came at me I would have so much proof of income thanks to this app.





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