See what’s included.

Five office computers with Desktop

One activated host plus four connected workstations. Staff can work in the same company at the same time.

Mac and Windows office connections

Use supported Macs and Windows PCs together. Install Local Books on a joining computer and choose Connect to your office.

One host license

Activate the host once. Approved joining computers do not need their own license keys.

Unlimited company files

Create separate books for different businesses without a per-company software charge.

Unlimited user accounts

Create individual staff accounts with no per-user software fee. Accounts are separate from Desktop’s five-computer allowance.

Roles and custom permissions

Assign staff access by job responsibility and control which records they can view or change.

Computer approval and removal

An administrator approves each office computer and can remove its access.

Server for larger teams

Share company records across more computers and locations. Server has no fixed workstation or concurrent-user cap; capacity depends on your host and workload.

Customer records

Keep contact details, addresses, terms and transaction history together.

Estimates

Prepare itemized quotes and carry accepted work into your sales workflow.

Sales orders

Record customer orders and track their fulfillment.

Invoices

Create itemized invoices with payment terms, due dates and sales tax.

Recurring invoices

Set up repeat billing for ongoing work.

Sales receipts

Record a sale and its payment together.

Customer payments

Apply partial or full payments and follow outstanding balances.

Credit memos

Record customer credits and apply them to the books.

Customer statements

Summarize customer activity and balances for follow-up.

Reseller permits

Keep customer resale documentation and expiration details with your records.

Branded documents

Use your company logo and document accent color on supported sales forms; preview and save PDFs.

Quick Entry

Enter common sales transactions from a streamlined entry screen.

Invoice emails and payment links

Email supported sales documents and offer payment links through configured payment services.

Late fees

Configure late-fee settings and review charges on overdue invoices.

Payment terms and shipping addresses

Set customer terms and keep delivery addresses available for sales documents.

Batch customer payments

Apply payments to multiple open invoices in one workflow.

Collection letters and overdue statements

Prepare collection letters and send supported overdue statements for customer follow-up.

Invoice attachments

Keep supporting files attached to invoices for review and retrieval.

Vendor records

Maintain supplier details, terms, balances and transaction history.

Purchase orders

Order goods and services and follow what has been received.

Bills and bill payments

Record amounts owed and apply payments to vendor bills.

Vendor credits

Record and apply credits from suppliers.

Expense entries

Categorize spending and connect it to the appropriate accounts and jobs.

Receipt attachments

Keep receipt images and other supporting files with transactions.

Receipt scanning

Extract receipt details for review when entering an expense.

Check preparation

Prepare supported check payments and review the payment details.

Bill payment batches

Select multiple vendor bills and prepare payments together.

Receive goods before the bill

Record received items before the supplier bill arrives, then follow them into purchasing and payables.

Account registers

Review bank and credit-card activity with running balances.

Bank reconciliation

Match a statement to recorded activity, reopen completed reports, and let an administrator undo the latest eligible reconciliation with a recorded reason.

Bank statement imports

Import supported statement files and review transactions before recording them.

Bank rules

Apply saved rules to help categorize imported activity.

Deposits

Group received payments into deposits and follow their accounting entries.

Account transfers

Record money moving between accounts.

Credit-card charges

Record card spending and connect it to expense accounts.

Optional bank feeds

Connect supported accounts through SimpleFIN. A separate provider subscription may apply.

Stripe and Square connections

Bring supported processor activity into the accounting workflow. Processor terms and fees are separate.

Chart of accounts

Organize income, expenses, assets, liabilities and equity.

Journal entries

Record and review balanced accounting adjustments.

Opening balances

Establish starting balances when bringing a company into Local Books.

Budgets

Plan amounts by account and compare budgets with actual results.

Classes and departments

Organize activity for the parts of your business you need to review separately.

Closing controls

Protect closed periods with the app’s permissions and closing settings.

Audit history

Review recorded changes and the user responsible for them.

Foreign-currency documents

Record supported invoices, bills and payments in their transaction currency, with amounts reflected in the company’s home currency.

Accountant Review

Run a working trial balance, keep account workpapers and saved review snapshots, prepare adjustments and reclassifications, review open balances, and exchange protected handoff packages.

Products and services

Maintain item records with sales and purchase descriptions, prices, costs and account assignments.

Stock on hand

Track inventory quantities as goods are received, sold, returned and adjusted.

Weighted-average costing

Track average cost and inventory value from stock movements.

Cost of goods sold

Connect inventory sales to their accounting cost.

Movement history

Review quantity and value changes with their source transactions.

Inventory adjustments

Post authorized stock changes with a memo and cost where applicable.

Reorder planning

Set reorder points and maximum stock targets; review low-stock items.

Barcode and part-number records

Store and search item barcodes and manufacturer part numbers.

Preferred vendors

Associate items with their usual suppliers.

Units of measure

Define unit sets for items bought and sold in different quantities.

Partial purchase order receipts

Record the stock that arrived, track the open quantity and close a supplier’s unfulfilled balance when applicable.

Physical stock counts

Count selected items, use a blind count when needed, and review the proposed stock adjustment before posting.

Barcode labels and entry

Print scannable barcode labels and enter or scan item numbers on supported documents.

Optional Advanced Inventory

Enable warehouse locations and bins, lot and serial tracking, assemblies and fulfillment as needed. Standard Inventory is the default.

Customer jobs

Track project details, status, contract amounts and dates.

Cost codes

Organize estimates, budgets and costs by the kind of work.

Job budgets

Set planned amounts and compare them with actual spending.

Purchase-order tracking by job

Review purchase orders linked to jobs alongside recorded project costs.

Job cost entries

Assign expenses and other costs to the work that produced them.

Progress billing and change orders

With estimate progress billing enabled, invoice an accepted estimate by percentage, selected lines or remaining balance. Review approved changes against the job budget.

Billable work and customer time rates

Review eligible time, expenses, supplier charges and saved mileage quotes before invoicing. Set customer rates by service and effective date.

Project profitability

Review job revenue, spending and results together.

Estimate-to-invoice conversion

Create an invoice from an estimate without re-entering its recorded lines.

Vehicles and job mileage

Track trips by vehicle and customer job, and add selected billable trips to an invoice.

Employee records

Keep employment, payroll and supporting document details together.

Pay runs

Prepare payroll with earnings, deductions, withholding and employer amounts.

Payroll schedules

Group employees by pay frequency and prepare upcoming payroll periods with the relevant dates and employee selections.

Pay stubs and year-to-date totals

Review employee pay detail and accumulated totals.

Time entries

Record and review employee time for supported payroll and job workflows.

Time off

Manage requests, balances and time-off records.

Benefits and deductions

Maintain benefits, deductions and payroll-related settings.

Onboarding and employee documents

Organize employee setup information and supporting documents.

Payroll direct-deposit files

Prepare ACH payment files for submission through your bank, using your configured bank settings.

Printable payroll checks

Prepare payroll check files with check numbers for employees paid by check.

Payroll tax records

Track payroll liabilities, deposits and tax payments.

Tax-form preparation

Prepare supported federal and state payroll forms and files, including W-2 and federal payroll returns.

Payroll corrections

Review and record supported corrections to payroll and related tax records.

Garnishments

Track employee garnishments and related payments.

Benefit enrollments and remittances

Manage employee enrollments and track amounts sent to benefit providers.

Employee self-service

When employee portal access is enabled on Server, employees can access their own pay stubs and time-off requests.

Payroll history

Review prior pay runs and employee earnings.

Split direct deposit

Allocate employee pay across supported bank accounts.

Payroll software is included. You or your payroll professional remain responsible for reviewing payroll, filing returns and paying taxes. Filing coverage depends on the supported form and jurisdiction; the license is not a managed payroll service.

Asset register

Record fixed assets with acquisition details and asset types.

Depreciation schedules

Configure supported depreciation methods and accounting assignments.

Depreciation posting

Run depreciation through a selected date and record its accounting effect.

Asset disposal

Record disposal details and the related accounting entries.

Profit & Loss

See income, expenses and profit for a selected period.

Balance Sheet

Review assets, liabilities and equity at a chosen date.

Cash Flow Statement

Review cash from operating, investing and financing activities, then save as PDF or CSV or print.

Profit & Loss by Class

Compare income and expenses across your classes or departments.

General Ledger

Review journal entries and activity by account.

Trial Balance

Review debit and credit balances across accounts.

Account transaction detail

Follow an account balance into its transactions for a selected date range.

Accounts receivable aging

See outstanding customer balances grouped by how long they have been due.

Accounts payable aging

See outstanding vendor balances grouped by age.

Income by Customer

Compare sales totals across customers for the selected period.

Inventory reporting

Review stock quantities and inventory valuation.

Budget vs Actual

Compare monthly budgets with actual results and review differences.

Job Budget vs Actual

Compare job budgets with recorded costs and review related purchase orders.

Fixed Asset Reconciliation

Compare asset register totals with the accounting balances by asset type.

Sales tax report

Review tax collected on invoices.

Schedule C summary

Organize recorded business income and expenses by Schedule C tax line.

Saved reports

Save supported report settings for repeat use.

Financial statement packs

Prepare supported financial statements together for review.

Dashboard cards

Choose a view of balances, activity and other company summaries.

Revenue trends

See monthly paid revenue over the last 12 months.

Revenue by Customer

Compare paid revenue by customer for the selected analytics period.

Expenses by Category

See how spending is distributed across expense categories.

90-day cash forecast

Review projected collections and payments over the coming 90 days.

PDF documents and reports

Save invoices, statements and supported reports as PDFs, with direct printing for supported forms and reports.

CSV exports

Export supported reports and records for spreadsheet review.

1099 vendor summaries

Review recorded vendor payments when preparing 1099 information.

Customer and vendor reports

Review contact lists, balances, open invoices and bills, and posted transactions grouped by customer or vendor.

Sales and purchasing reports

Compare sales by customer or item and purchases by vendor or item, with transaction details.

Time, job and budget reports

Review recorded time by worker, service item or job, and compare budgets with recorded costs.

Item and fixed-asset listings

Review current item, price, unit-of-measure and fixed-asset records, with report-specific filters and totals.

Report library and print controls

Find reports by category, save supported settings for repeat use, then print, save as PDF or export supported tables as CSV.

A/R Aging Graph

See customer balances grouped by how long they have been due.

A/P Aging Graph

See vendor balances grouped by how long they have been due.

Balance Sheet Summary

Review major asset, liability and equity groups at a chosen date.

Budget vs Actual Graph

Compare monthly budget and recorded results for income, costs, expenses or net income.

Check Detail

Review recorded vendor bill-payment checks and their bank accounts.

Emergency Contact List

Review emergency contacts recorded for employees.

Employee Pay Adjustments History

Review posted payroll corrections, including reversals and immediate corrections to imported payroll.

Employee Withholding

Review saved 2020 and later federal Form W-4 settings for employees.

Estimates by Job

Review current estimates grouped by the job assigned to each estimate.

Income & Expense Graph

See monthly income, cost of goods sold, operating expenses and net income.

Net Worth Graph

Review monthly historical assets, liabilities and net worth.

Profit & Loss Budget Performance

Compare budgeted and recorded income and expenses for a selected period and year to date.

Sales Graph

See monthly sales from invoices, sales credits and other current sales documents.

Saved report groups

Group supported saved reports for repeat review and export.

Inventory count history

Review recorded stock counts and adjustments.

Donor records and donations

Maintain donor details and record contributions.

Pledges

Track promised contributions and their progress.

Funds and grants

Organize funding and related activity.

Restricted funds

Track restrictions and record releases when appropriate.

In-kind contributions

Record noncash donations and supporting details.

Functional expense allocations

Allocate costs across program and supporting functions.

Statement of Activities

Review nonprofit revenue and expenses for a selected period.

Statement of Financial Position

Review nonprofit assets, liabilities and net assets.

Fund Balance Report

Review balances by fund.

Statement of Functional Expenses

Review expenses by their nonprofit function.

Pledge Report

Review pledges and outstanding commitments.

Year-End Giving Statements

Prepare donor statements of recorded giving.

Built-in AI Assistant

Ask how to use Local Books with answers grounded in the current complete manual, or request supported work in the open company. Native Mac and Windows hosts offer ChatGPT, Grok and OpenRouter; availability varies by host.

Assistant approval and attachments

Choose a model and whether to review proposed changes or approve requested work automatically within your own permissions. Attach a receipt image or PDF and review the saved entry.

Legacy assistant connections

Existing external assistant connections remain available during the transition and are planned for retirement in a future update.

QuickBooks migration tools

Bring supported QuickBooks Desktop and Online records into Local Books with review steps.

Other accounting imports

Bring supported exports from Xero, MYOB, Sage 50, Wave, Zoho Books and GnuCash into Local Books with source-specific review and mapping.

CSV and IIF tools

Import or export supported record types using common accounting file formats.

Company backups and restore

Create company backups and restore them when moving or recovering your books.

Custom fields

Keep additional business details on supported records.

Local data ownership

Keep company records on equipment you control and retain your purchased software version.

Company search

Find customers, invoices and other supported records from the app’s search box.

Email templates

Set up reusable wording for supported outgoing documents.

Integration access keys

Create named access keys for approved integrations, control their permissions, and revoke them when needed.

Light and dark appearance

Choose the workspace appearance that works for you.