About — WyzBooks Documentation

About WyzBooks

WyzBooks is a desktop accounting application for macOS, designed for small businesses, freelancers, and sole proprietors who need reliable double-entry bookkeeping without the complexity of enterprise software.

Built with privacy in mind — your financial data stays on your Mac and is never uploaded to any cloud service.

Key Features

Double-entry bookkeeping with 19 default accounts
Invoicing with line items, quantities, rates, and terms
Customer payment tracking with automatic A/R reconciliation
Bank register and credit card register
Bank reconciliation
17 financial reports (Balance Sheet, P&L, Trial Balance, and more)
QuickBooks data import (IIF and CSV)
CSV and Excel export, with invoice printing
In-app tabs with per-tab state and history
Compact view mode for denser table display
Audit trail logging
Settings export/import for migration between Macs
Drag-and-drop dashboard and sidebar customization
REST API for external tools, testing, and automation
Dark mode support
Cloud Sync with real-time data and settings synchronization between multiple computers
Cloud Messaging for instant text communication between connected instances
Mobile PWA accessible at wyzbooks.com/app for on-the-go access to balances, CC charges, invoice detail, log hours, and payments — with bidirectional real-time sync
Push/Pull data and settings with divergence detection
Delete accounts from Chart of Accounts with journal reference warnings

License & Legal

This software is provided as-is. Financial data and reports produced by WyzBooks are for informational purposes and should be reviewed by a qualified accountant for tax filing and compliance.