Creating Businesses
When you start the app for the first time, it prompts you to create the accounts for your business. Easy Books can manage the accounts for many businesses, and you can always create more businesses later.
To create the first set of accounts for a new business, tap the “Get Started!” button.
Demo Business
If you just want to try out the app quickly, there is an example business you can use. It's called Demosys, and has a lot of entries that you can use to evaluate the app, produce the financial reports and see if you like using it.
Note that this business contains quite a few transactions, and will count against your limit of 120 transactions. So when you've finished using it, remember to delete the demo business to make space.
Template Businesses
To make it easy to create the list of accounts for your own business, there are a number of pre-defined templates defined in the app:
* Bare Bones
* Sole Trader
* Company
* Personal Accounts
Select Bare Bones if you want only the bare minimum of accounts created. This creates a bank cheque account and the various VAT accounts.
Note: The VAT accounts are hidden from view unless you turn on VAT, by changing the settings for the business.
Company is the best choice if you are creating a set of accounts for a small business. It includes a typical set of expense and income accounts, a couple of bank accounts, petty cash and a credit card.
Note: Don't worry if the template doesn't give you all the accounts you need; you can easily add any missing accounts. For example, if you use more than one credit card just add a new credit card account as needed. Likewise, you can remove any accounts you won't need.
Once you have created a set of accounts from a template, the main screen is displayed.
Creating Another Business
If you want to create more businesses, just do the following:
1. Tap on the business button on the main screen. This is the button that shows the name of the business you are currently working on.
2. On the next screen, you can add a new business using the + button.
Later you can switch between your businesses by tapping on the name of the business again.
When you add a new business to Easy Books, you can again select from a built-in template. You can also choose to use an existing business as a template for your new one. The name of the business is generated automatically.
Each business has settings that are independent from the others, and some that are shared across the whole app. For example, the app can be secured with a passcode, which is shared by all businesses.
The business settings displayed are always the settings for the current business. If you want to change settings (such as the name, year-end date, VAT scheme) in another business, just switch to that business first.
Deleting Businesses
To delete a business, tap on the i button to display the business settings, then tap on the delete button at the bottom of the screen.