A full accounting suite that runs on your desktop — your books never touch our servers.
Full accounting
Double-entry GL, chart of accounts, journal entries. Accrual and cash basis reporting.
Invoicing & AR
Sales orders, invoices, receive payments, credit memos. AR aging and customer statements.
Online payments
Stripe, PayPal, Square, Cash App, Venmo. Payment links + QR codes on invoices. Plus Zelle instructions so customers can pay from their bank app.
Email built in
Send invoices and statements directly. Gmail, Outlook, SendGrid, Mailgun. PDF attachments.
Reports
P&L, Balance Sheet, AR/AP Aging, Trial Balance. Export to Excel, CSV, or PDF.
1099 tax forms
1099-NEC & 1099-MISC on a paid (cash) basis. Per-account box mapping, printable Copy B (recipient) and Copy C (your records), plus a CSV export formatted for the IRS IRIS e-file portal — self-file, no support plan needed.
QB import
A guided wizard imports your accounts, transactions, and history from files you export — no QuickBooks sign-in, and nothing from Intuit runs inside MyBooks. Make a portable .qbarchive with our free QuickBooks Data Archiver, or bring in exported IIF / report files. Works on any platform.
Bank feeds & import
Connect your bank with a secure, read-only feed (SimpleFIN) — your bank password never reaches MyBooks. Or import OFX/QFX/OFC files. Smart matching auto-categorizes by history, flags anything already in your books, and never imports a transaction twice.
Multi-user
1 user included. Add seats for $49 each. Role-based access: Admin, Standard, Time Entry, and Read-Only.
Share over the internet
Let a bookkeeper or second location work in your company from anywhere — no router setup, end-to-end encrypted. Available on accounts with an active support plan.
You own it
Runs on your desktop. No subscription. No cloud storage — your books stay in a file you control and never touch our servers.