Video Script:

Hey there! If you’ve ever looked at your bank account and thought, “Where did all my money go?” — you’re in the right place.

I’m going to show you how Big E-Z Books+ makes bookkeeping feel less like a chore and more like a superpower for your business. And the best part? You don’t need to know a single thing about accounting to get started.

When you first log in, you’ll see a pop-up called Get Familiar with the Big E-Z Books+ app on your dashboard. Think of it as your personal guide — it walks you through each step, checks things off as you go, and even tells you what percentage you’ve completed. No guessing, no overwhelm.

Step one is to bookmark your app — so you can easily locate the app again.

Step two is your company settings — your business name, fiscal year, and basic info. Takes about 30 seconds.

Step three is reviewing your accounts and categories. Big E-Z Books+ comes pre-loaded with a standard chart of accounts — things like checking, savings, credit cards for accounts, and common categories like Office Supplies, Advertising, and Revenue. You can use them as-is, customize them, or add your own. You’ll want to enter the starting balances for all asset, liability, and equity accounts and categories.

Step four is to enter a transaction — and in doing so, you can get a feel for what type of data you can track for each transaction. We’ll cover importing transactions in the User Guide.

Step five is to categorize your transaction — and you’ll see how you can categorize or split a transaction. In the User Guide, we’ll go into more detail.

Step six is to find and click on the Reconciliation tab — and when you are ready to reconcile your transactions, you’ll know where to do it.

Once you finish the checklist, you’ll see a little celebration — because you earned it! 🎉 And your dashboard becomes your daily command center.

Your Working Cash Estimate shows you exactly how much cash you have on hand, plus any upcoming deposits or bills you’ve entered — so you always know your real available cash, not just what the bank says.

The Uncategorized Transactions panel shows you anything that still needs attention, and you can categorize right from the dashboard without ever leaving the page.

And the YTD Task Progress tracker shows you, at a glance, how caught up you are — transactions entered, categorized, reconciled, and closed for each account. When everything’s green and you see “Yay! All caught up!” — that’s the best feeling in bookkeeping.

So if you’ve been asking yourself, “What’s the easiest way to do my own bookkeeping?” — this is it. Big E-Z Books+ was built for real business owners, not accountants. Give it a try, and you’ll wonder why you waited so long.

← Back to Big E-Z Books+ User Guide