Frequently Asked Questions

One plan, $20 a month — everything included. Your first 30 days are free and you can cancel any time. When you sign up, your price is locked in for life: it never goes up as long as you keep your subscription.

Yes. EZMunny works anywhere you have internet, so two people can use the same account from different states and always see the same up-to-date books. Your subscription includes a second seat free.

Yes. EZMunny lives in the cloud, so you can get to your books from any computer, phone or tablet with an internet connection — at work, at home, or on the road. Sign in and you'll see the same up-to-date information no matter which device you use.

Your subscription comes with two users included — you plus a second seat free. Each person signs in with their own password from any computer, and you both see the same up-to-date books. That covers a partner, spouse, or your bookkeeper.

Yes. Set your usual rate once in Settings → Default sales tax rate, and every invoice starts with it. The rate on any single invoice can be changed before you send it, and EZMunny includes built-in rates for every state if you sell across state lines.

Yes. QuickBooks Desktop users bring everything over with two files — the Import page has a numbered checklist that walks you through it, step by step. QuickBooks Online users get the one-click version: click "Fetch my QuickBooks data" and sign in with your QuickBooks account.

Yes. EZMunny runs in any browser, and you can add it to your phone's home screen so it opens full-screen just like an app. Instructions for iPhone and Android are on the Instruction Sheets tab.

No. Every section has plain-English, step-by-step instruction sheets and a short how-to video. If you can fill in a form, you can use EZMunny.

Two ways, both free: the 24/7 Live Chat tab answers questions any time, day or night, and the Contact Us page sends a message straight to a real person who replies by email.

Yes — cancel any time from the Your Subscription tab. No phone calls, no hoops, no cancellation fee.

Yes. Your books live in secure, professionally managed cloud storage — encrypted, backed up every day, and available only when you sign in with your password. Your data is yours: it's never sold or shared.

Yes. Every customer's balance shows right on the Customers list, and each invoice is marked paid or unpaid, so you know at a glance who to follow up with.

No. EZMunny runs in your web browser — nothing to install, nothing to update. Open your browser, go to ezmunny.com, and sign in. Updates happen automatically, so you're always on the latest version.

Yes. Your subscription includes a second seat free, so your accountant or bookkeeper can sign in from their own computer and see the same up-to-date books — no emailing files back and forth.

Yes. Every report can be printed or saved as a PDF from your browser — just use the Print option. Hand the printouts or PDFs to your tax preparer, or keep them for your records.