Invoices
Create, edit, save-as-draft, void, and post invoices. Line-level tax, markup, and class tracking.
For QuickBooks Desktop migrators: Warning-on-close behavior is designed to feel familiar to experienced desktop accounting users.
Features
JouraBooks is being built around the accounting workflows most familiar to experienced QuickBooks® Desktop users, with core transaction entry, reporting, and Ask Joura automation expanding through beta.
Estimates
Draft estimates with expiration dates, convert selected lines to sales orders or invoices.
For QuickBooks Desktop migrators: Editable TOTAL column with dual absolute/percent markup for teams coming from QuickBooks Desktop workflows.
Sales Orders
Non-posting sales orders that convert to invoices or drop-ship POs. Partial conversion tracked.
For QuickBooks Desktop migrators: 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.
For QuickBooks Desktop migrators: Vendor ship-to auto-fills from item preferred_vendor. One less hop per PO.
Bills
Enter bills, pay bills, age aged payables. 1099 tracking per vendor.
For QuickBooks Desktop migrators: AR/AP aging computed from document events — always consistent, always reproducible.
Checks
Write and void checks with full split line support.
For QuickBooks Desktop migrators: 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.
For QuickBooks Desktop migrators: Deposit entry is designed around workflows familiar to QuickBooks Desktop users.
Receive Payment
Apply customer payments against invoices with underpayment handling.
For QuickBooks Desktop migrators: Balance badges and dated aging summaries visible right in the form.
Pay Bills
Batch vendor payments with per-bill discount handling.
For QuickBooks Desktop migrators: PaymentMethodType propagation — discount accounts applied automatically.
Bill Payment
Individual bill-payment records for audit and reconciliation.
For QuickBooks Desktop migrators: Full hash-chained audit log — every edit is tracked, every state change is replayable.
Transfer
Move money between balance-sheet accounts. Reconciles against bank imports.
For QuickBooks Desktop migrators: Transfer events are kernel-level primitives; reports and queries see them natively.
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.
For QuickBooks Desktop migrators: 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 agent built into JouraBooks. It answers accounting questions about your actual books in plain English, automates bookkeeping so the Friday reconciliation ritual runs itself, and automates business processes like turning an RFQ PDF into a priced estimate.
For QuickBooks Desktop migrators: Because Joura runs on a double-entry kernel, the AI can draft — but the books stay correct by construction.