Instructions
Plain-English, step-by-step guides for every section. Written for people who have never done bookkeeping before — no jargon, no assumptions.
Money in and out
How to auto reconcile your checkbook
Match a month of bank activity against your books in a couple of minutes instead of an hour with a pencil.
about 6 min
How to use Products & Inventory
One page for everything you sell: prices, stock counts, what is running low and what is making you money.
about 7 min
How to use Bank Accounts and write checks
One place for every dollar in and out, across as many accounts as you like — plus petty cash.
about 7 min
Bring in your bank history from Quicken
Move your bank account history out of Quicken and into EZMunny, one file at a time — no retyping.
about 7 min
How to invoice customers and get paid
Send a professional invoice, take the payment, and chase what is late.
about 6 min
How to sell gift cards and run coupon codes
Sell a gift card, take one as payment, and put a coupon code on sale.
about 5 min
How to handle sales tax
Charge the right rate, know what you owe, and file on time.
about 4 min
First week with EZMunny
Brand new? Do these things in this order and you are properly set up.
about 6 min
Customize your documents
Make your invoices, Point of Sale receipts and pay stubs look like yours — headings, colour, logo, what prints, and the order of the columns.
about 5 min
Payroll
Payroll for regular (non-union) workers, start to finish
Never run payroll before? This walks you from adding your first worker to printing the pay stub, paying the tax, and handing out W-2s.
about 14 min
Payroll for union employees
Union crews have their own overtime rules, dues, benefit funds and certified payroll. This is the separate union page, step by step.
about 12 min
How to use the Time Off tab
Vacation, sick, comp time, family leave, workers' comp days, light duty and anything else — tracked, requested, approved and paid.
about 9 min
Which IRS forms you need, and when
A plain-English list of every federal form a small employer touches, what it is for, and the deadline.
about 5 min
Barcode scanning
How to set up and start using a barcode scanner
Buy the right scanner, plug it in, and test it in two minutes. No software to install.
about 5 min
How to use a barcode scanner at the point of sale
Ring a customer up by scanning instead of hunting through a product list.
about 4 min
How to use a barcode scanner for inventory
Count the shelves, receive a delivery and find an item — all by scanning.
about 5 min
Reports and insight
How to create special and custom reports
Build the exact report you need — by date, customer, category, product or account — and print or export it.
about 6 min
How to use the Cash Flow section
See what is actually coming in and going out, and whether you can cover next month.
about 5 min
What the AI Accountant does for you
Ask questions about your own books in plain English and get real figures back, any time of day.
about 4 min
How to produce your Annual Report
One click turns the year into a written report with charts, stats and an accountant's copy.
about 4 min
Still stuck? The 24/7 Chat Support answers questions about any section, any time.