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Everything you need to know to set up your account and start using JRK Books.

Your chart of accounts is the backbone of your bookkeeping. It organizes every asset, liability, equity, income, and expense account.

Manage your customer records, contact information, payment terms, and tax settings.

Create, send, and track invoices. JRK Books automatically posts the journal entry when you save an invoice.

Automate repetitive billing with recurring invoice templates that generate invoices on a schedule.

Issue credits to customers and apply them against outstanding invoices.

Record customer payments and allocate them to open invoices.

Group received payments into bank deposits, just like filling out a deposit slip.

See which customer invoices are outstanding and how overdue they are.

Track the businesses and people you pay — suppliers, contractors, service providers.

Enter bills from vendors to track what you owe (Accounts Payable).

Pay your vendors and reduce your Accounts Payable balance.

See what you owe to vendors and how overdue those bills are.

Set up your real-world bank and credit card accounts to track cash movement.

Upload bank statements to automatically categorize and match transactions.

Record money going into your bank accounts.

Record outgoing payments and expenses from your bank accounts.

Write checks from your bank accounts with full expense categorization.

Match your books to your bank statement to catch errors and ensure accuracy.

The core of double-entry bookkeeping — every financial transaction is a journal entry.

Automate repetitive journal entries like monthly depreciation or rent accruals.

View every posted journal line grouped by account — the complete record of your books.

Generate the reports you need to understand your business finances and meet compliance requirements.

Implement the Profit First cash management method directly in your accounting system.

Track quarterly estimated tax payments to avoid penalties.

Configure your organization, security, integrations, and more.

JRK Books offers special features for accounting professionals managing multiple clients.

How JRK Books keeps your financial data secure.