ClientBooks

ClientBooks

For on-the-go business owners

61 ratings
13 reviews

Archived App

This is an archived listing of the app previously available on the App Store.

Although the app is no longer distributed by Apple, you can still view its description, screenshots, version history, ratings, and metadata for reference.

Details

  • Released
  • Updated
  • December 20, 2019
  • February 12, 2020

Features

ClientBooks screenshot #1 for iPhone
ClientBooks screenshot #2 for iPhone
ClientBooks screenshot #3 for iPhone
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About

Manage your small business finances on the go. Create invoices, categorize transactions, track mileage, and upload documents. Access your financial data and get bookkeeping support anytime, anywhere.

Create invoices on the go
Categorize bank transactions
Track business mileage
Upload receipts and documents
Access financials remotely
Message bookkeeping team
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What's New in ClientBooks

1.2.0

February 12, 2020

Improved user experience & miscellaneous bug fixes

User reviews

Can’t Sign In/On

I setup my account to file taxes and was told that I can use the app, I tried to use my account credentials. After filling in my information and pressing “Sign In” nothing happens. I figured I needed to sign up with a separate account, so after putting in my information and pressing “Sign Up” it does nothing.
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Glitchy app

Not very impressed with the app it has major glitches that needs to be fixed.

Disappointed

This app has almost none of the features that you can use on your PC. I think it would be really helpful if you could scan your receipts from this app. That would make it extremely useful.

Can’t scan receipts

Can’t scan receipts

Easy Transition

Great transition from web app to phone. The updates feel great and I’m looking forward to the service that comes with it.

Developer apps

FAQ

What is ClientBooks?

ClientBooks is a mobile accounting platform designed for small businesses. It allows users to manage financial tasks such as creating invoices, categorizing transactions, and tracking mileage directly from their mobile devices.

Is ClientBooks free to use?

Yes, ClientBooks is available for free. The app itself is free to download and use, with potential for in-app purchases for additional services or features.

What devices does ClientBooks support?

ClientBooks is currently supported on iPhone and iPod devices. The full platform is also accessible via a web browser at www.clientbooks.com.

How often is ClientBooks updated?

The latest version of ClientBooks, 1.2.0, was released on February 12, 2020. Updates are provided by the developer, 1800accountant, LLC, to improve functionality and reliability.

Can I get help with my bookkeeping through ClientBooks?

Yes, ClientBooks offers access to a bookkeeping team. You can schedule appointments through the app or use the message center for assistance with your bookkeeping questions.

What are the main benefits of using ClientBooks for my business?

ClientBooks provides on-the-go access to your business financials, allowing you to create invoices, categorize transactions, track mileage, and upload important documents from anywhere.

What is the age rating for ClientBooks?

ClientBooks has an age rating of 4+, making it suitable for a wide range of users. This indicates it contains no mature content.

How does ClientBooks compare to other accounting apps?

ClientBooks focuses on essential on-the-go business financial tasks, including invoicing and expense tracking, with direct access to bookkeeping support. Its user interface is designed for quick management of key financial data.