Resources

Resources

Everything here is free, and most of it is useful whether or not you ever buy Easy Books. Start with the Task Map if you want to know what the software does. Start with the glossary if you want to understand what your accountant has been saying.

Documents

The documents

Both are delivered by email when you request them.

The Task Map

Over 175 business tasks, each with the exact menu path in Easy Books and the article in the manual that explains it. Half an hour with this tells you whether Easy Books fits your business.

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The User Manual

The complete manual — installation, setup, every window, every procedure, with screenshots. It's written for owners, not accountants, and it's searchable.

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Guides

The guides

Getting Started

What to do in your first week: install, run the Setup Wizard, import your lists, spend a day in Test Mode, then go live. The order matters, and this sets it out.

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Moving from QuickBooks

What transfers, what doesn't, how long it takes and when to do it. A frank guide to changing systems without losing a week.

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Frequently Asked Questions

The questions people ask before they buy and in their first month — about pricing, computers, payroll services, data, and what happens if you cancel.

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Bookkeeping Terms in Plain English

Perpetual inventory, cost of goods sold, accrual, aging, quick ratio, depreciation, back order, credit memo. Short definitions written for someone who runs a business, not a ledger.

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Request the manual

See it for yourself before you decide anything

We will send you the complete Easy Books User Manual and the Task Map, free and with no obligation. Read them, compare them against whatever you are using now, and judge for yourself whether this is simpler. It takes under a minute to ask.