Invoices
Create, edit, save-as-draft, void, and post invoices. Line-level tax, markup, and class tracking.
Coming from QuickBooks Desktop: Warning-on-close behavior is designed to feel familiar to experienced desktop accounting users.
Features
JouraBooks covers the day-to-day accounting small businesses run on, with fast transaction entry, reporting you can tie out, and Ask Joura built in. Coming from QuickBooks® Desktop? The forms will feel familiar.
Online payments are planned
JouraBooks is developing optional Stripe-powered invoice payments for eligible businesses. This service is not available during the private beta. See the payments overview for the planned flow.
Estimates
Draft estimates with expiration dates, convert selected lines to sales orders or invoices.
Coming from QuickBooks Desktop: Editable TOTAL column with dual absolute/percent markup, the way you’re used to.
Sales Orders
Non-posting sales orders that convert to invoices or drop-ship POs. Partial conversion tracked.
Coming from QuickBooks Desktop: Single-step Estimate→SO→PO conversion for drop-ship cycles. No retyping.
Purchase Orders
Purchase orders with drop-ship support, A/P account per line, and bill conversion.
Vendor and ship-to fill in from the item’s preferred vendor. One less step per PO.
Bills
Enter bills, pay bills, age aged payables. 1099 tracking per vendor.
Aging ties back to your open bills and invoices, so the totals always agree.
Checks
Write and void checks with full split line support.
Close periods lock past checks without hiding them — still visible, no longer editable.
Deposits
Record deposits against customers or GL accounts. Per-line payment method.
Mix customer payments and other deposits in one entry.
Receive Payment
Record and apply customer payments against invoices with underpayment handling.
Balance badges and dated aging summaries visible right in the form.
Pay Bills
Record batch vendor payments with per-bill discount handling.
Early-payment discounts post to the right account automatically.
Bill Payment
Individual bill-payment records for audit and reconciliation.
Changes are recorded in the audit trail with who made them and when.
Transfer
Record transfers between balance-sheet accounts. Reconciles against bank imports.
Transfers show up correctly in registers and reports without extra steps.
Reports
Financial reports like Balance Sheet, P&L, and Sales Tax Liability, plus operational reports like A/R aging, A/P aging, and Sales by Item.
The first reports cover the statements teams check first after cutover: financial position, tax exposure, receivables, payables, and item-level sales performance.
Ask Joura
Ask Joura is the AI assistant built into JouraBooks. It answers accounting questions about your own books in plain English and drafts routine bookkeeping for you to review and approve.
Joura drafts; you approve. Your books stay balanced.