Help / Books

Books

Income, expenses, bank feeds, mileage and reports for tax time.

01

Books

Start with Books

Income, expenses, mileage and tax estimates, kept simply and tied to your jobs.

2 min read
Import transactions and set rules

Bring in a bank or card statement, sort it once, and let rules do the rest.

2 min read
Connect your bank

Link a US bank or card account so new transactions arrive in Books every day.

2 min read
Mileage and estimated taxes

Log business trips and see quarterly tax estimates and a Schedule C summary.

2 min read
Track drives automatically on iPhone

Let your iPhone log each drive for your mileage log, then mark it business or personal on the Mileage page.

3 min read
Business reports

Revenue, margins, close rate, cycle times, team workload, crew capacity and a year-end packet.

2 min read
02

Accounting

Switch to double-entry accounting

Show the full ledger: a chart of accounts, a journal, bills, assets and real statements.

2 min read
Bills and vendor credits

Enter what rental houses and suppliers invoice you, pay it, apply credits, and see what you owe. Double-entry.

2 min read
Fixed assets and loans

Put cameras and computers on the asset register, depreciate them monthly, and track a loan's balance.

3 min read
Reconcile and close a period

Check your books against each statement, then lock the month so the figures stay put.

2 min read
Give your accountant access

An Accountant seat sees your books and nothing else, or send them the year in one ZIP.

2 min read

Still stuck

Write to a person.

Tell us what you were trying to do, what you expected and what happened instead. A screenshot saves a round of questions.

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