Easy Books For Mac

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Use Easy Invoice to create professional estimates, sales invoices, receipts, credit notes and customer statements and send them straight from your iPhone or iPad in PDF format.

You can also define a list of products you sell, setting volume pricing to speed up data entry even more.

Enabling Scrolling View to move continuously through books instead of flipping pages. ICloud Features. Access any of the books you purchase from Apple Books on all of your devices. Family Sharing makes it easy for you and up to five family members to share your books and audiobooks purchases. EasyBooks 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.

  1. Easy Books Easy Books Using the EasyBooks Menu The EasyBooks menu in the menu bar contains general EasyBooks options (and other standard Mac options) that are not specific to a particular business. The following options are available.
  2. Export report data requires a minimum of Apple Numbers v3.5, and/or Microsoft Excel 2016 or later, including Mac Office365. E-mail requires Apple Mail, Microsoft Outlook 2016 or later, including Mac Office365. QuickBooks Desktop for Mac 2020 supports one-way conversion to QuickBooks Online.
  3. This video shows how to get started with Easy Books for Mac. Let's start by downloading Easy Books from the website at easybooksapp.com. Simply move Easy Books into your Applications folder. Then open Easy Books by double-clicking on it. The first time you run Easy Books, it finds out the latest version available for your operating system. Click Download Easy Books to download the application.

Then track your best selling products, your best customers, who to chase for payment and how much sales tax you've collected using the built in reports.

  • Professional Invoicing, including Receipts, Estimates and Statements.
  • Full set of reports including Customer Aged Debt, Best Sellers, Tax Breakdown.
  • Supports multiple businesses.
  • Define your sales tax accounts.
  • Set a passcode lock to secure access.
  • Backup and restore your data by email or storage in a third party app such as Dropbox or Evernote.
  • Choose between A4 or US Letter page sizes.
  • PDFs are all produced locally on the device.

For a full feature list, see Features in the User Guide.

iPad, iPhone and iPod Touch

* Requires iOS 8.0 or later

Also available on Mac!

* Requires macOS 10.9 or later

Sales Invoices

Mac
  • Invoice text labels can all be changed to suit your requirements.
  • Choose between A4 and US Letter paper sizes.
  • Customise your letterhead/logo, footer, payment terms and more.
  • Send receipts and credit notes too.
  • Use filter buttons to quickly find all unpaid invoices.
  • Remember the amount but not the client? Search handles amounts such as 120-140.
  • Lots to invoice? Easy Invoice automatically creates multiple pages when needed.

For more information see Using the Invoices Screen in the User Guide.

Estimates

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  • Create quotations quickly and easily.
  • Customise them just like sales invoices.
  • If accepted, turn an estimate into a sales invoice in just a couple of taps.

For more information see Using the Estimates Screen in the User Guide.

Customer Statements

  • Statements show all sales, received payments and credit notes.
  • Set the date and simply tap your sales and payments to move them to the statement.
  • Drag items around to change the order.
  • Statements act as a gentle payment reminder for your customer.

For more information see Using the Statements Screen in the User Guide.

Products

  • Create products to help speed the process of creating sales.
  • Define your own product code and separate description for your invoices.
  • View you best selling products.
  • Set up volume pricing.

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For more information see Using the Products Screen in the User Guide.

Reporting

All reports can be sent as HTML, CSV or ZIP (containing both).
  • Monthly Breakdown
  • Full Audit
  • Tax Breakdown
  • Best Customers
  • Customer Aged Debt
  • Transaction List
  • Best Selling Products

For more information see Reports in the User Guide.

Online Syncing

What does it do?

Online Sync provides continuous online backup of your data whenever you make a change. Everything is sent to your other devices, whether Mac or iOS to keep them all up to date.

Online Backup

Should something bad happen to your device, you'll just need to sign in to retrieve all your data. The system makes regular backups of your data should you want to undo a recent change and go back to an earlier version.

Sharing

If you have more than one business you can make use of the sharing feature to share just one business with a partner or your accountant. Share with read-only or full access.

Try it Free!

You can try the service out for two weeks free. Just register for an account at sync.easybooksapp.com.