Skip to content
Create account

Help centre

Books help

Guides for using Books in your workspace.

  • Set up your books

    Enter your company details, create the chart of accounts, check the account mappings and lock finished dates.

  • Import opening balances

    Bring your opening trial balance into Epiow from a CSV or XLSX file, with a dry run and an undo.

  • Read your financial statements

    See the trial balance, profit and loss and balance sheet for any month on the Statements tab of Books.

  • Close a month or year

    Close a period, revalue foreign balances, close the year into retained earnings and lock the dates.

  • Set your own tax rates

    Add the sales tax, GST or VAT rates your company charges outside the UK, and let invoices and bills use them.