INCOME↗
$0.00No income recorded yet
SATURDAY, SEPTEMBER 12
Good afternoon.
Here’s how your business is doing.
Business snapshot
Your key numbers at a glance.
EXPENSES↘
$0.00No expenses recorded yet
NET PROFIT✓
$0.00Opening balance: $0.00
Cash flow
Money in versus money out.
Income Expenses
$6k$4k$2k$0
Profit margin
How much you keep.
0%no activity yet
Net profit$0.00
Total income$0.00
Add your first transaction to calculate profit.
Recent transactions
Your latest business activity.
No transactions yetImport a QuickBooks CSV or use “Add transaction.”
Top expenses
Where your money is going.
No expenses yetExpense categories will appear here as you add transactions.
FINANCIAL REPORTS
Reports
Open, review, and print reports made from the records stored on this device.
GETTING PAID
Invoices
Create invoices and keep an eye on what customers owe.
InvoiceCustomerDue dateStatusTotal
YOUR CONTACTS
Customers
Contact details and billing history, stored only on this device.
CHART OF ACCOUNTS
Categories
DoxBooks includes common categories. Add your own whenever the business needs one.
Sales incomeService incomeOther income
Materials & suppliesCost of goods soldContract laborPayroll & wagesRent & leaseUtilitiesSoftware & subscriptionsAdvertising & marketingVehicle & mileageTravel & mealsInsuranceBank & processing feesLegal & professionalTaxes & licensesRepairs & maintenanceOffice expensesOther business expense
Cash & bank accountsAccounts receivableEquipment
Accounts payableLoans & credit cards
Owner’s equityOwner’s draw
MOVE TO DOXBOOKS
Import Center
Bring in QuickBooks or other accounting data from a CSV export. Nothing is added until you review it.
Import format:
0 customers0 vendors0 products/services0 invoices0 payments0 transactions
1Choose what the file contains2Upload and review3Confirm the import
QuickBooks CSV and generic CSV files are supported.
How to export from QuickBooksIn QuickBooks, open the list or report you need, choose Export, then select CSV. Upload that downloaded file here.For this first tester version, use separate CSV files for customers, chart of accounts, and transactions.
TAX PLANNING
Federal & state taxes
Estimate what to set aside using recorded income and deductible business expenses.
About $0.00 per quarter
About $0.00 per quarter
Calculated from saved taxable invoices
Review categories with a tax professional
Recorded income$0.00
Recorded expenses−$0.00
Estimated taxable business profit$0.00
Suggested combined income-tax set-aside$0.00
Planning estimate only. DoxBooks does not file tax returns or determine which expenses are legally deductible. Tax rates, due dates, business structures, self-employment tax, credits, and local taxes vary. Confirm amounts with a qualified tax professional or the appropriate tax agency.
⌂ Your Starter data stays on this device
No DoxStuff cloud account is required. Download a backup before clearing browser data or changing computers.