---
title: "Bookkeeping built into your field service app | Crewbird Pro"
description: "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…"
url: https://crewbirdpro.com/suites/books
---

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.

[Get started](https://crewbirdpro.com/start) [Try it in the demo](https://crewbirdpro.com/demo)

![Bank lines in Crewbird Books, each with a suggested category to confirm](https://crewbirdpro.com/releases/0.3/books.webp)

## What’s inside

### Keep

- **Posted for you** Invoices, payments and expenses post as double-entry, so your reports balance.
- **Bank lines** Bring them in from your bank’s CSV, then take the suggested category or pick one.
- **Receipts by email** Forward a receipt and match it to its bank line.
- **Card payouts** Connect your Stripe account and its payouts land in Books.

### Report

- **Profit & loss** What you made and spent, by month, quarter or year.
- **Balance sheet and sales** What you have and owe, who owes you, and sales by customer or job.
- **Month close** Close each month. If one can’t close yet, it says why.
- **Mileage** Estimated miles by person and day, from visits and clock locations.

### Taxes and your accountant

- **Quarterly taxes** Tell Books how you file once. It lays out the quarters, with a reminder before each.
- **A free accountant seat** Read-only, Books only, and it doesn’t take one of your plan’s seats.
- **Accountant pack** A quarter or a year of your books in one download.

### Coming soon

- **Bank feeds** Connect your bank and its transactions sync every day.
- **QuickBooks import** Invoices, payments, credits and refunds from QuickBooks.

## A day with it

1.  Send invoices and record payments as usual. Books posts them.
2.  Bring in your bank’s CSV and sort the lines.
3.  Close the month.
4.  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.

[Get started](https://crewbirdpro.com/start) [Try the demo](https://crewbirdpro.com/demo)

## 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](https://crewbirdpro.com/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](https://crewbirdpro.com/switch).

## Goes well with

[**Quote options** Up to three options on one quote. The customer picks one, and the job and invoice follow it.](https://crewbirdpro.com/features/quote-options) [**Import past jobs** Bring past jobs over from a CSV as each customer’s history, without invoices or payments.](https://crewbirdpro.com/features/past-jobs)

## Every suite. One price.

No contract. Your crew is set up in an afternoon.

[Get started](https://crewbirdpro.com/start) [Try the demo](https://crewbirdpro.com/demo)