How to use Eazybooks?

Register: Try Free for 30 days

1. Click: TRY FREE FOR 30 DAY 

2. Enter Business name or your name. This will be your user name. And enter the email address you want to use. This will be your primary email address.

3. Enter the details. Business name can be your name if you are sole trader. Otherwise enter as much details as you can. Please create a unique username and password. You will need this username and password each time you need to open the portal and use it. Now, you will receive a Welcome email and you can start using the portal.

Our small bussiness accounting software Australia offers best solution to create and send invoices online and keep track of your sales. We offer Invoice template to improve your business image and save money with professional looking invoices



Logging In:

Once you have created your username and password you can login to Eazybooks.com.au by clicking the login button at top right of the page.

Login Screen: Enter your username and password.


Main Tabs/Menu to be used:

Home
In the Home tab, you can see:

  • Graphical overview of your business:
    Gives you a graph for Income, Expenses and %age pie chart of your expenses.
  • Pricing & Plans
    After the end of 30 days you can choose your plan according to your suitability.
  • Lodge you GST/BAS
    We are registered BAS agents with Australian Tax Office and lodge monthly, quarterly and yearly BAS for businesses. You may provide your details and we can provide you the quote for the same.

 

Contacts
Contacts tab is where you can add a client and your employees and contractors. You would need to add a client before you can send invoice or quote to clients.

Add a client?

  • Go to "Contacts" tab.
  • Click the "Client" tab.
  • On the right hand side you will see a "New Client" tab > click it.
  • Here you can add your client details. Their name/business name. If they have ABN or ACN number you can add here. You can also add your clients email address, phone number and other contact information. You can also assign username and password for your client to log in to eazybooks.com.au by clicking "Login Credentials" checkbox and entering the desired username and password. Login details will be emailed to your client immediately. Click "Save"

 

Add a Supplier?

  • Go to "Contacts" tab and click it.
  • Now you will see a "Supplier" tab.
  • Click the "Supplier" tab.
  • On the right hand side you will see a tab "New Supplier" > click it.
  • Enter the details for the supplier.
  • Click “Save”

 

Add an employee?

  • Go to "Contacts" tab and click it.
  • Now you will see a "Employee" tab.
  • Click the "Employee" tab.
  • On the right hand side you will see a tab "Add New Employee" > click it.
  • Enter their details including The hourly rate and Salary For reference to Payslip.
  • You must also click the check boxes according to the income you may pay to the employee. The ones you check the boxes for will appear in Payslips.
  • Click “Save”

 


Income Module

New Quotes

Prepare Quotes and send to clients?

  • Go to "Income" tab and click it. Now you will see another "New Quotes" tab.
  • Click this "New Quotes" tab.
  • On the right hand side you will see a tab "New Quote" > click it.
  • You will need to choose client from the drop down list. (All clients added in Add clients will show here).

 

 

  • On right hand side you can add; Invoice number, Date of Invoice, PO number if applicable,
  • Discount %age if applicable. If you have performed services for your client you can choose to
  • enter information in Task Invoice part or if you sold some item to your client you can enter
  • invoice information in Item part of the invoice.
  • For Services/Task based invoice; Go to Task Part of Invoice and click the pull down menu at the bottom of task bar. Click on "Add new task" if existing task is not there. You can now add the name of "New task" (under task), "Notes or Description of work" (under time entry notes), "Hourly Rate" (under rate) and then click "Save Task". When you enter hours, invoice will automatically calculate the total excluding GST. If you are registered for GST. Simply click n the GST dropdown and invoice will automatically calculate the GST applicable to the total.
  • You can select NO GST if invoice has no GST.
  • You can select ADD GST if you need to add GST to the amount.
  • You can select INCLUDES GST if the amount you have entered already includes GST.
  • For Item based invoice; Go to Item Part of Invoice and click the pull down menu at the bottom of Item bar. Click on "Add new Item" if existing item is not there. You can now add the "Item Name”, "Item Description", "Unit Cost in AUD$" and "Quantity" and then click "Save Item”. When you enter quantity, invoice will automatically calculate the total excluding GST. If you are registered for GST. Simply click on the GST checkbox and invoice will automatically calculate the GST applicable to the total.
  • For every additional task or item repeat the same steps. You can then enter Terms of invoice and other notes to the invoice at the bottom. Once invoice is ready you can either save the invoice by clicking "Save a Draft" or emailing the invoice directly to client by clicking "Send by Email". Once you click "Send by Email" you will see an email format including (You can enter details to this message column, but please do not delete: invoice link: otherwise your client will not receive the invoice). Once you click "Send" you client will receive the invoice in their email immediately.

 


Invoices

Prepare Quotes and send to clients?

  • Go to "Income" tab and click it. Now you will see another "New Invoices" tab.
  • Click this "New Invoices" tab.
  • On the right hand side you will see a tab "New Invoice" > click it.
  • You will need to choose client from the drop down list. (All clients added in Add clients tab will show here).

 

 

  • On right hand side you can add; Invoice number, Date of Invoice, PO number if applicable,
  • Discount %age if applicable. If you have performed services for your client you can choose to enter information in Task Invoice part or if you sold some item to your client you can enter invoice information in Item part of the invoice.
  • For Services/Task based invoice; Go to Task Part of Invoice and click the pull down menu at the bottom of task bar. Click on "Add new task" if existing task is not there. You can now add the name of "New task" (under task), "Notes or Description of work" (under time entry notes), "Hourly Rate" (under rate) and then click "Save Task". When you enter hours, invoice will automatically calculate the total excluding GST. If you are registered for GST. Simply click n the GST dropdown and invoice will automatically calculate the GST applicable to the total.
  • You can select NO GST if invoice has no GST.
  • You can select ADD GST if you need to add GST to the amount.
  • You can select INCLUDES GST if the amount you have entered already includes GST.
  • For Item based invoice; Go to Item Part of Invoice and click the pull down menu at the bottom of Item bar. Click on "Add new Item" if existing item is not there. You can now add the "Item Name”, "Item Description", "Unit Cost in AUD$" and "Quantity" and then click "Save Item”. When you enter quantity, invoice will automatically calculate the total excluding GST. If you are registered for GST. Simply click on the GST checkbox and invoice will automatically calculate the GST applicable to the total.
  • For every additional task or item repeat the same steps. You can then enter Terms of invoice and other notes to the invoice at the bottom. Once invoice is ready you can either save the invoice by clicking "Save a Draft" or emailing the invoice directly to client by clicking "Send by Email". Once you click "Send by Email" you will see an email format including (You can enter details to this message column, but please do not delete: invoice link: otherwise your client will not receive the invoice). Once you click "Send" you client will receive the invoice in their email immediately.

 


Recurring Invoices

Create a recurring invoice?

  • Go to "Invoices" tab and click it. Now you will see "Recurring" tab. Click this "Recurring" tab. On the right hand side you will see a tab "New Recurring" > click it.
  • Schedule: You will need to choose the date "Start date" of recurring invoices. Then you can choose the period for which the invoice will recur like weekly, 2 weeks, monthly, yearly ECT. Once that is done you can choose the number of times the invoice will recur. Say 5 times means for next five weeks the invoice will be recurring. (If the period frequency is weekly).
  •  
  • After that normal invoicing procedure will follow:
  • You will need to choose client from the drop down list. (All clients added in Add clients tab will show here). On right hand side you can add; Invoice number, Date of Invoice, PO number if applicable, Discount %age if applicable. If you have performed services for your client you can choose to enter information in Task Invoice part or if you sold some item to your client you can enter invoice information in Item part of the invoice.
  • For Services/Task based invoice; Go to Task Part of Invoice and click the pull down menu at the bottom of task bar. Click on "Add new task" if existing task is not there. You can now add the name of "New task" (under task), "Notes or Description of work" (under time entry notes), "Hourly Rate" (under rate) and then click "Save Task". When you enter hours, invoice will automatically calculate the total excluding GST. If you are registered for GST. Simply click on the GST checkbox and invoice will automatically calculate the GST applicable to the total.
  • For Item based invoice; Go to Item Part of Invoice and click the pull down menu at the bottom of Item bar. Click on "Add new Item" if existing item is not there. You can now add the "Item Name”, "Item Description", "Unit Cost in AUD$" and "Quantity" and then click "Save Item”. When you enter quantity, invoice will automatically calculate the total excluding GST. If you are registered for GST. Simply click on the GST checkbox and invoice will automatically calculate the GST applicable to the total.
  • For every additional task or item repeat the same steps.

 

Adding your account details to your Invoice Permanently

  • You can enter your account details permanently at the bottom of the Invoice. See below:

  • Go to the top of the page and click “MY ACCOUNT” . And then you can enter your Ban account details at the botom and save it. These account details will appear on the invoice automatically. See next page.


 


Receive Payments/Apply Payments

 

  • Go to Income Module.
  • Click “Receive Payments” Tab
  • Then click “New Payments”

  • You will see the list of invoices for which the payment is due. Click the check box for the invoice you want to apply payments. Then click “Enter Payment”

  • Here you can enter the amount to be applied.
  • Or just select “Pay in full Invoice Amount” and the whole amount will be applied.
  • Choose the account money will be going to.
  • Choose the Category of Income.
  • Payment Method and Enter any notes required.
  • Then Save the payment.

 

 

 


Other Money Received

You may receive other money such and Cash Payments or Interests from Bank account. You can enter these receipts here. Go to Income Module. Click “Other Money Received”. Then Click “New Incomes”.

Now Enter:

  • Amount Including GST (If any)
  • Date
  • Category
  • Notes
  • Account Type

 


Expenses

Go to "Expenses" tab. On right hand side click "New Expense". Add the amount of the expenses. Click on GST checkbox if the invoice includes GST (GST will be calculated automatically). If invoice does not include GST leave the checkbox unchecked. This checkbox for GST will update the GST report automatically. So it is important..

Now choose the date of the expense. You canchoose the vendor and assign if the expense is recurring. You can then choose the category of the expense. You can add notes to the expenses and attach the image of the expense invoice by clicking it and downloading this image to your laptop or computer and browsing and saving in the eazybooks expenses tab at "Attach image of the receipt".


Recording Payslips

To record payslip, it is important that you have entered employee in the employee tab already. Also you will need to make sure when you enter employee at that time you choose the package accordingly such as Gross Pay or hourly rate.

 

  • Go to Expenses Module
  • Click Payslip
  • Click “Add New Payslip”
  • Start entering employee name and choose from the drop down options.

  • Click Next
  • Most details will come up.
  • You will need to choose Dates “From” and “To”.
  • Enter Hours worked and hourly rate.
  • Enter the category and choose account from which salary will go from.
  • Gross pay, Taxes and Net pay will be calculated automatically.

  • You can then either save the payslip.
  • Or save and email the payslip.
  • Employee will receive the payslip.

 


Reports

You can prepare numerous reports according to your package.


How to enter Bank or Credit card accounts for bank reconciliation

 

  • Go to Master Module
  • Select the “Secondary Heads” Tab.
  • Click “Add New Secondary Heads”
  • Choose Asset or Liability
  • Enter “Bank or Credit Card Account” Name
  • Enter Opening Balance

 


Financial Year.

 

  • Go to Master Module
  • Select the “Financial Year” Tab.
  • Click “Edit Button” (It looks like a small pencil)
  • Choose the Start and End dates of Financial year.

 


Superannuation Funds.

 

  • Go to Master Module
  • Select the “Superannuation Funds” Tab.
  • Click “Add New Super Annuation Fund”
  • Enter the fund name
  • This fund you can choose for your employee payslip when entering employee data.

 

 

 


Salary and Wages Heads

Most salary heads are already provided for you. But you can enter a new salary head or can edit and already existing salary head.


How to Enter Categories/Income and expenses account.

Most Income and Expenses categories have been already provided for you. But you can enter a new category or can edit and already existing category.