Books
Books that keep up while you work.
Every invoice, payment and expense lands in your books as it happens. Sort the bank lines, close the month, see the quarter’s taxes coming, and give your accountant a seat of their own, free.
What’s inside
Keep
- Posted for youInvoices, payments and expenses post as double-entry, so your reports balance.
- Bank linesBring them in from your bank’s CSV, then take the suggested category or pick one.
- Receipts by emailForward a receipt and match it to its bank line.
- Card payoutsConnect your Stripe account and its payouts land in Books.
Report
- Profit & lossWhat you made and spent, by month, quarter or year.
- Balance sheet and salesWhat you have and owe, who owes you, and sales by customer or job.
- Month closeClose each month. If one can’t close yet, it says why.
- MileageEstimated miles by person and day, from visits and clock locations.
Taxes and your accountant
- Quarterly taxesTell Books how you file once. It lays out the quarters, with a reminder before each.
- A free accountant seatRead-only, Books only, and it doesn’t take one of your plan’s seats.
- Accountant packA quarter or a year of your books in one download.
Coming soon
- Bank feedsConnect your bank and its transactions sync every day.
- QuickBooks importInvoices, payments, credits and refunds from QuickBooks.
A day with it
- Send invoices and record payments as usual. Books posts them.
- Bring in your bank’s CSV and sort the lines.
- Close the month.
- Before each tax date, check the quarter and send your accountant the pack.
What it replaces
- A separate bookkeeping app
- The shoebox of receipts
- Retyping invoices into the books
Try books with sample work in it.
Questions
Do I still need an accountant?
Books keeps the records and the reports; it doesn’t give tax advice. Invite your accountant to their free seat, or send them the pack.
Does my accountant cost a seat?
No. An accountant who only reads Books is free on every plan. See pricing.
Can I connect my bank?
Bank feeds are coming soon. Until then, bring lines in from your bank’s CSV export.
Can I bring my QuickBooks history?
The QuickBooks import is coming soon. Customers and prices come over today from a QuickBooks export. See switching.