Add-on · Books
Your books, already filled in.
Every order, invoice, booking and course you're paid for goes into your books by itself, with the tax it charged. Bring in the bank statement, add the bills, and your tax return and reports are worked out from it all.
A$19 a month · added on Settings · Plan & add-ons · instead of Xero or QuickBooks
Sound familiar?
The problem, and the fix.
- 01
“Typing every sale into the accounts.”
Paid orders, refunds, invoices, bookings and courses post themselves, with the tax they charged.
- 02
“Three apps that never agree.”
The shop, the invoices and the books are one system, so the numbers match everywhere.
- 03
“Tax time is a shoebox.”
Each bill is kept with its photo or PDF, and every box on the return opens the lines behind it.
What it does
Everything in Books.
Sales post themselves
Paid orders and refunds, invoices, bookings, courses and stock at cost. Each order and invoice says In the books ✓.
Banking
Import the bank's CSV statement, match each line to what's in the books, code the rest, and reconcile to the cent.
Bills and expenses
Add a bill with its photo or PDF, approve it, and pay several at once. Spend money for what's already paid.
Tax returns
Worked out from your books, box by box. Close it, download it, mark it filed and record the payment.
Reports
Profit and loss, balance sheet, trial balance, general ledger, cash summary and who owes who. CSV or print.
Close and lock
Close each month and lock it, so nothing changes what you've already reported.
Your country
Kept the way your country does.
Australia
GST and the BAS, simpler or full. A year from July, cash or accrual.
Thailand
VAT with P.P.30 and P.P.36, account names in Thai too, and withholding tax on payments.
United Kingdom
The VAT return, boxes 1 to 9. A year from April.
United States
Sales tax by jurisdiction, with your own rates and ZIP codes.
How it works
Set up in an afternoon. Then it fills itself in.
- 01
Add Books
An Owner adds it on Settings · Plan & add-ons, with your country on the Business profile.
- 02
Set it up
Your financial year, cash or accrual, tax registration and the day your books start.
- 03
Opening balances
Your bank balances, your accountant's figures, and the invoices and bills still open.
- 04
Catch up, then let it run
Catch up posts what came in since your start day. After that, sales post themselves.
Which countries does it work for?
Australia, Thailand, the United Kingdom and the United States. Books keeps the books the way the country on your Business profile does. Somewhere else? Ask us.
Can I use Books and Xero or QuickBooks?
One or the other. Books keeps the books itself, so sending sales to Xero or QuickBooks as well would count every sale twice. Take the connector off first.
Who on my team can see it?
Owners see it all. Give anyone else Books access on Team: Bookkeeper for banking, bills and expenses, or Full for reports, tax returns, journals and closing the month too. Setting it up stays with Owners.
Does it file my tax return?
No. Books works out the return box by box and gives you a PDF and a spreadsheet. You lodge or file it with the tax office as you do now, then mark it filed and record the payment.
What about sales from before I start?
Your books start on a day you pick. What stood before it goes in as opening balances, from your accountant's figures, with the invoices and bills still open. Sales, invoices and bookings since that day, from before Books was on, go in with Catch up, oldest first, and never twice.
Where do I see how it's going?
Books opens on its own Home: what needs you, the money in each account and what's left to reconcile, who owes you and who you owe, the next tax return and this month's profit.
What isn't in it yet?
Payroll, bills read from a photo by themselves, bills emailed in, matching bank lines in another currency, Excel and PDF statements (CSV for now) and a pack for your accountant. They're on their way.
Step-by-step guides Every screen of Books, in the Help centre.
Start free. Add Books when you're ready.
Start free for 14 days, no card. Try Books in the trial; it's billed only once you pay for your plan.