Tillhouse v0.16.3

Tillhouse v0.16.3: local-first, double-entry accounting.

What's new

• Bill freight and other charges on to a job. A discount or charge under the lines of a bill,
  check, expense, vendor credit or purchase order now has a Customer:Job column, and on a bill,
  check or expense a charge has a Bill? box. A billable charge is listed in Sales › Bill
  Costs and in Add billable costs… on an invoice, and is billed like any other cost.
• Custom reports by item list discounts and charges. Discount lines on invoices, sales receipts
  and credit memos, and discount and charge lines on bills, checks, expenses and vendor credits,
  now show their Discount or Other Charge item in the Item column instead of a blank.
• Security: newer SQLite inside Tillhouse. The database engine is now SQLCipher 4.20 on
  SQLite 3.54.1, which fixes a flaw where a specially made company file and its -wal log could
  make SQLite read back leftover memory (RUSTSEC-2026-0459). Tillhouse already refused such files;
  now the engine itself is fixed too. Your company files open as before, encrypted ones included.
• QuickBooks Desktop files come in more completely. The reader now decodes rows it used to
  miss, so on the sample files most of the transactions and item quantities that used to be held
  back for entry by hand now import, and their account balances match the file. In particular:
  inventory adjustments and inventory costs that came in unbalanced, bills and checks in files
  whose table definitions were damaged, and item quantities on hand. When some of a file's data
  pages can't be decoded, the import now says so and that transactions on them may be missing,
  instead of only counting the pages it read.

Downloads

• macOS (Apple Silicon and Intel): .dmg
• Windows: .msi or -setup.exe
• Linux: .deb, .rpm or .AppImage

Installation guide: https://tillhouse.app

Already installed? Tillhouse offers this update on its own (or Settings › Updates ›
Check for updates), and saves a copy of your company file before upgrading it.

These builds are not code-signed yet: macOS may require right-click → Open the first
time, and Windows SmartScreen may ask you to confirm (More info → Run anyway).

Tillhouse v0.16.2

Tillhouse v0.16.2: local-first, double-entry accounting.

What's new

• Mac: the app is called Tillhouse in your Applications folder too. A copy updated from
  LocalBooks kept the name LocalBooks.app. It now renames itself to Tillhouse.app the next time it
  starts, so Finder, Spotlight and Launchpad show the new name. If you keep it in the Dock, the Dock
  follows the rename. Nothing else changes: your company files and settings stay where they are.
• Dashboard Insights fits the window again. The income and expense chart keeps a fixed height
  with normal-size month labels instead of stretching to fill most of the page, so the assets and
  liabilities chart, the trial balance and reminders stay in view. When there was no income or
  expense in the last 12 months, the chart now says so.
• A/R aging counts only invoices. Unused customer credit is still subtracted from the aging
  totals, but it is no longer counted as an invoice, and the panel says how much credit it
  subtracted. That is why it could show one more invoice and a smaller total than the Overdue
  invoices reminder.
• Trial Balance amounts on the Dashboard show in full. Amounts over a million dollars no longer
  end in "…".
• Screen readers and voice control. The Home page's steps (such as "Invoices, 5 overdue") and
  the totals bar on Sales and Bills now announce the words you see first, so a voice command
  using the visible name works.

Downloads

• macOS (Apple Silicon and Intel): .dmg
• Windows: .msi or -setup.exe
• Linux: .deb, .rpm or .AppImage

Installation guide: https://tillhouse.app

Already installed? Tillhouse offers this update on its own (or Settings › Updates ›
Check for updates), and saves a copy of your company file before upgrading it.

These builds are not code-signed yet: macOS may require right-click → Open the first
time, and Windows SmartScreen may ask you to confirm (More info → Run anyway).

Tillhouse v0.16.1

Tillhouse v0.16.1: local-first, double-entry accounting.

What's new

• Windows: Tillhouse keeps its place in the Start menu. Updating from LocalBooks 0.15 now
  replaces the LocalBooks Start menu and desktop shortcuts with Tillhouse ones. Before this fix the
  update removed the old shortcut without adding the new one. 0.16.0 never went out to installed
  copies, so this is the first Tillhouse update; everything listed under 0.16.0 comes with it.

Downloads

• macOS (Apple Silicon and Intel): .dmg
• Windows: .msi or -setup.exe
• Linux: .deb, .rpm or .AppImage

Installation guide: https://tillhouse.app

Already installed? Tillhouse offers this update on its own (or Settings › Updates ›
Check for updates), and saves a copy of your company file before upgrading it.

These builds are not code-signed yet: macOS may require right-click → Open the first
time, and Windows SmartScreen may ask you to confirm (More info → Run anyway).

Tillhouse v0.16.0

Tillhouse v0.16.0: local-first, double-entry accounting.

What's new

• LocalBooks is now Tillhouse. Same app, new name, new icon and new colors. Another accounting
  program already used the LocalBooks name, so we changed ours while the group of testers is small.
  Nothing moves: your company files (still .localbooks files), settings, backups, saved passwords
  and bank connections stay where they are, and updates keep arriving as before. On Windows the
  update replaces the LocalBooks shortcut and its entry in Installed apps with Tillhouse ones. On a
  Mac an updated copy keeps the name LocalBooks.app in the Applications folder until you replace it
  with a fresh download; it is the same app either way. On Linux, the Tillhouse .deb and .rpm
  packages replace the LocalBooks package. If you set up Export from QuickBooks on Windows,
  QuickBooks still lists the app as LocalBooks, which is fine.
• Clearer colors. A deep spruce green and dark sidebar replace the old bright green, and every
  label and button meets the WCAG AA contrast guideline. Invoice and estimate designs you already
  made keep their colors; new ones start in spruce.
• Create Bill on a purchase order works with approval rules. When an approval rule holds the
  bill, Create Bill now sends it for approval instead of asking you to re-enter it in Enter Bills.
  The order shows "bill awaiting approval"; approving posts the bill and marks the order billed with
  it, and rejecting leaves the order open.
• Pay Bills checks take the print date. With Change the check date when a check is printed
  on in Preferences › Checking, a check from Pay Bills waiting in File › Print Forms › Checks is now
  re-dated to the day it prints, as checks from Write Checks already were. Each bill payment on it
  is voided and paid again on that date, and both stay in the audit log.
• Backup safety knows where your copies are. A copy off this computer now counts only when it
  is really on another drive, a network share or a synced folder: an offsite backup whose folder
  is on the same disk as your books no longer silences the reminder, and Backup safety tells you
  so. The screen shows where the last copy went and which backup was last tested. Test restore
  also upgrades a throwaway copy of a backup from an older version, so you know a restore of it
  would work. The reminder still comes after 30 days, which you can change in Preferences ›
  Reminders.
• Keyboard and contrast fixes across Tillhouse. F6 now moves between the sidebar, the
  toolbar and the window you are working in (Shift+F6 goes back), so you can always get back to
  the sidebar without a mouse, and a list or panel that scrolls with nothing in it to Tab to now
  takes focus itself, so the arrow keys can scroll it. Pale grey, blue, orange and red text is a little darker so it's
  easier to read, and the Preferences categories, the Custom Forms preview and the Import steps
  work better with screen readers. Every page, form and Help is now checked automatically for
  accessibility (WCAG 2.1 AA), and Help has a new guide, Use Tillhouse from the keyboard.
• Touch ID and Windows Hello for two-step sign-in. If you use two-step sign-in with an
  authenticator app, you can now add your Mac or Windows computer in Settings › Users & Passwords:
  signing in there then asks for Touch ID or Windows Hello instead of the code. The app still works
  everywhere else, and nothing changes unless you add a computer. Not available on Linux.
• More accurate company-file imports. Memorized transactions (templates) are no longer
  imported as real ones, which doubled some balances. Files whose description of a line table is
  missing several columns now read those lines, and a payment and deposit that a file keeps as two
  halves of one movement come in as one. Every sample company in the test kit was checked; what
  still differs is listed in the import, for entry by hand.
• Inventory quantities come in from QuickBooks Desktop. A full import of a company file now
  tracks each inventory part and assembly with the quantity on hand and value its purchases,
  sales, inventory adjustments and assembly builds gave it, so stock starts where the original
  program's stock status report left it, instead of at zero. Each change is a stock movement on
  the transaction that made it, so voiding an imported invoice or bill puts its stock back. Step 2
  of the import lists any item whose quantity or value doesn't match the file, and why.

Downloads

• macOS (Apple Silicon and Intel): .dmg
• Windows: .msi or -setup.exe
• Linux: .deb, .rpm or .AppImage

Installation guide: https://tillhouse.app

Already installed? Tillhouse offers this update on its own (or Settings › Updates ›
Check for updates), and saves a copy of your company file before upgrading it.

These builds are not code-signed yet: macOS may require right-click → Open the first
time, and Windows SmartScreen may ask you to confirm (More info → Run anyway).

LocalBooks v0.15.0

LocalBooks v0.15.0: local-first, double-entry accounting.

What's new

• Safer opening of company files from others. The check that refuses a company file with a
  mismatched log file next to it now also runs at the moment the file is opened, so the log can't
  be swapped in between.
• Two-step sign-in (optional). An Admin can turn on two-step sign-in in Settings › Users &
  Passwords, for anyone who wants it or required for Admins and External Accountants or for
  everyone. It's off unless you turn it on. Users with it sign in with their password and a 6-digit
  code from an authenticator app on their phone, and get ten one-time backup codes for a lost phone.
  An Admin can reset it for a user, and the recovery key still gets the only Admin back in.
• Closing Date Exceptions no longer misses an entry made at almost the same moment as a close.
  The report now orders entries and changes to the closing date by when they were recorded in the
  books, not by clock time, which on Windows only advances every few milliseconds.
• Sales tax adjustments. Adjust… on Sales › Sales Tax raises or lowers what is owed on a rate,
  for example a discount for filing on time, a penalty or a rounding difference, against an income
  or expense account. The sales tax return shows it under the rate's agency. Before, this took a
  journal entry, which changed what was owed but not the return.
• Email and design purchase orders. A saved purchase order now prints, saves as PDF and emails
  to the vendor like the other forms, with Email later too. It shows the vendor's address and
  each line's Customer:Job and Class, and its look is set in Settings › Custom Forms › Purchase
  order. File › Print Forms › Purchase Orders uses the same design.
• Edit and delete purchase orders. An open purchase order can be changed with Edit… (from its
  row or the saved order) and keeps its number. Delete removes one nothing was received or billed
  against. Neither changes the books, as a purchase order posts nothing.
• Change what a memorized transaction enters. Edit transaction… on Recurring Transactions
  reopens the memorized check, expense, bill, invoice or journal entry in its form. Change its
  lines, amounts or accounts and save, and the copies entered from then on use the changes.
  Copies already entered stay as they were. Edit schedule… still changes the name and timing.
• Edit memorized transactions. Recurring Transactions has Edit… to change a memorized
  transaction's name, how often it repeats, its next date and its end date.
• Enter all due enters what it can. A copy that can't be entered, such as one dated in a
  closed period, is listed with the reason and stays due, and the others are entered. Before,
  one such copy stopped all of them.
• Refund checks and a credit's refunds. Refunding a customer's credit from a bank account can
  print a check, with the next check number filled in. A credit memo now lists the refunds and
  write-offs taken from it, each with Print check (for a refund paid by check) and Void, which
  gives the credit back.
• Statements say what each line is. Customer statements now label credit write-offs,
  bounced checks and other journal entries as what they are, show a refund with its check
  number, and show an overpayment kept as credit as a Payment with its reference. Before, every
  such line read "Refund", and an overpayment showed as "Credit Memo #N".
• Credit memo numbers don't skip. An overpayment kept as credit no longer takes the next credit
  memo number, so credit memos number 1, 2, 3 in a row. Registers and custom reports show such a
  payment by its reference.
• Item groups come in from company files. Bringing in a company file's lists now adds its item
  groups as LocalBooks groups, with their items in order, their quantities, and whether printed
  forms list the items.
• Inventory adjustments come in from company files. Some files had lost part of the
  description of their inventory adjustment lines, so none of the adjustments were read and
  Inventory Asset and Cost of Goods Sold came out wrong. LocalBooks now reads those lines, and the
  cost of inventory recorded on bills comes in too.
• No more blank window while a company opens. When LocalBooks starts, or opens a company from
  the File menu, the recent list or a backup, the window now says Opening … and what it's
  doing, such as saving a copy before updating the file. Before, it stayed blank until the file was
  open. A file double-clicked while another is still opening waits its turn.
• Diagnostics say why starting was slow. The log in Help › Save Diagnostics now records how
  long LocalBooks took to start and which steps were slow, such as opening the company file.
• A default sales tax rate. Sales › Sales Tax has a Default rate. Customers set to
  "Company default" start at it on new sales forms. Before, once a company had two or more rates,
  those customers got no tax unless someone picked a rate on each form.
• Discounts on the sales tax reports. A discount taken off a whole invoice or sales receipt,
  and a discount line on a credit memo, now lower the taxable sales on the Sales Tax Liability
  report and the sales tax return, matching the tax that was charged. The tax amounts were already
  right.
• The message after Pay sales tax names the account actually paid down.
• Month-end schedules stay at month end. A recurring transaction that repeats monthly,
  quarterly or yearly from the 29th, 30th or 31st now falls on the last day of shorter months and
  goes back to its own day after them (January 31, February 28, March 31). Before, it moved to the
  28th for good after February. Schedules already set up pick this up from their next date on.
• In Memorize, changing Repeat every now moves the Next date too.
• Bills from purchase orders use the vendor's terms. Create Bill on a purchase order now gives
  the bill the vendor's terms, so its due date follows them and Pay Bills offers the early-payment
  discount. It also gets the same checks as Enter Bills: a repeated vendor bill number or an
  unusual date asks before saving, and approval rules for bills hold it for approval.
• Journal Entries offers Edit… and Duplicate only on entries typed there. Refunds, write-offs,
  bounced checks, sales tax payments, class reclassifications and other entries made by another
  screen now offer only Void. Before, Edit… was refused at save, and Duplicate posted an unlinked
  copy that, for a reclassification, moved the class a second time.
• A purchase order received in full stays closed. Reopening it is refused, so Receive Items
  can't take more than was ordered. Voiding a receipt still reopens the order.
• Vendor credits, credit memos and credit refunds get the usual save checks. An unusual date
  or a posting to Retained Earnings now asks before saving, as on other forms.
• Purchase orders follow the inventory preference. With inventory and purchase orders turned
  off, Create Purchase Orders is greyed out in the menu and left off the side bar and + New.
• The vendor credit grid no longer shows a Bill? box. A credit can't be billed to a customer, and
  the tick was never saved.
• New company setup says "First month of fiscal year", as Preferences does.
• Customer Statements marks what was sent for this period. The ✉ beside a customer now means
  their statement for the period on screen was emailed. Before, emailing one month's statement
  marked every period as sent. Statements emailed before this update show no mark.
• Choosing All customers after a customer group clears the group's ticks, so Print no longer
  prints only that group.
• Help for every screen, setting and menu command. F1 now explains every page in the sidebar,
  including Approvals, Payout Feeds, the Attachments Library, Reps, Ship Via & Fields and each
  Settings tab. New step-by-step guides cover credit memos and refunds, customer statements,
  purchase orders, vendor credits, sales tax, memorized transactions, budgets and reclassifying, and
  two references list every Preferences setting with its default and every menu-bar command. Several
  out-of-date statements in Help and the guides are corrected.
• Profit and Loss columns by class or customer. On the Profit and Loss, Columns now also
  offers Class and Customer:Job: a column for each class, or for each customer and job,
  beside the total.
• Budgets keep what you type. Closing Budgets, quitting LocalBooks or choosing New budget…
  with amounts not yet saved now asks first, instead of losing them.
• Clearer fiscal years for new budgets. New budget… lists each fiscal year by its months (for
  example "Jul 2026 – Jun 2027") and marks the current one. Before, a bare year could create the
  budget for the wrong fiscal year when it doesn't start in January.
• Billable costs from the invoice. The invoice form has Add billable costs…: it lists the
  customer's or job's unbilled time and costs, including credit-card charges marked Bill?, with the
  same markup and rules as Sales › Bill Costs, and adds the ones you pick as lines. They are marked
  billed when the invoice is saved. Choosing a customer with unbilled costs or time on a new
  invoice asks whether to add them; Preferences › Time & Expenses can turn the question off.
• No more surprise customers and vendors. A name typed on a form that isn't on your list is no
  longer added silently when you save. LocalBooks stops and asks "name isn't on your customer
  list." with Quick add, Set up… (add it and open its record) and Cancel (back to the
  name box, nothing saved), when you leave the name box or save. This covers invoices, sales
  receipts, estimates, credit memos, sales orders, bills, checks, expenses, purchase orders, vendor
  credits and payees typed in a register. Imports still ...

LocalBooks v0.14.1

LocalBooks v0.14.1: local-first, double-entry accounting.

What's new

• Paying a combined sales tax rate pays each agency. Paying sales tax for a combined rate (a
  state rate plus a city rate, say) now splits the payment among its rates, in proportion to their
  percentages, and pays down each rate's own liability account in one entry. The sales tax return
  lists the payment under each agency instead of "No agency". A payment for a combined rate
  recorded in 0.14.0 went entirely to its first rate's account; the return now lists it under that
  rate's agency. To spread it across the agencies, void it and record it again.
• Duplicating a credit memo keeps its discounts. Duplicate on a credit memo or refund receipt
  now copies its subtotals, discount lines, percentage charges and groups, so the copy credits the
  same amount as the original. Before, the copy left them out and credited the full amount of the
  item lines.

Downloads

• macOS (Apple Silicon and Intel): .dmg
• Windows: .msi or -setup.exe
• Linux: .deb, .rpm or .AppImage

Installation guide: https://turbogizzmo.github.io/LocalBooks/

Already installed? LocalBooks offers this update on its own (or Settings › Updates ›
Check for updates), and saves a copy of your company file before upgrading it.

These builds are not code-signed yet: macOS may require right-click → Open the first
time, and Windows SmartScreen may ask you to confirm (More info → Run anyway).

LocalBooks v0.14.0

LocalBooks v0.14.0: local-first, double-entry accounting.

What's new

• Jobs on purchase orders. A purchase order line can name the customer or job it is for; the
  job carries over to the bill, and Open Purchase Orders by Job lists what is still on order for
  each job.
• Jobs on received items. Receiving items from a purchase order keeps each line's customer or
  job, and the bill entered for the received items carries it, ready to bill to the customer.
• Safer company-file imports. Amounts read from a damaged QuickBooks Desktop file are now
  added with overflow checks, a cost row read twice counts once, and a sales receipt that also
  moves inventory finds the account its money went into. Batches staged by an earlier version
  label their fixed asset items correctly when you bring in their lists.
• More on items. An item's record takes Subitem of, a description for purchase forms and a cost
  (also brought in from IIF files). The item list has a search row, tick boxes to make several
  items inactive or active at once, and Add/Edit Multiple for rows pasted from a spreadsheet. The
  item box on sales forms has Find & Select Items to add several lines at once.
• Discounts and charges on credit memos. Credit memos and refund receipts take subtotals,
  discount lines, percentage charges and groups, as invoices do. They print in their places, and a
  discount lowers the credit and the sales tax given back.
• More on Company Snapshot, the money bars and Insights. Company Snapshot can now show income and
  expense breakdowns, year over year beside the same dates a year earlier, your open to-dos, and a
  note you type. The bars on All Sales and Bills add Unbilled, Estimates, Purchase orders and Card
  balances; click one to list its transactions and open them. The Dashboard's Insights tab shows
  income and expense for the last 12 months.
• Discounts and charges on bills, checks, vendor credits and purchase orders. Add a discount or
  a charge after any split line, as an amount or a percent of that line, from a Discount or Other
  Charge item or straight to an account. A purchase order's discounts and charges print on it and
  carry over to its bill, including bills entered for received items. Other Charge and Discount
  items can have their own expense account for these forms.
• Discounts come in as discount lines from QuickBooks Desktop files. A company file's
  discount items become LocalBooks discount items (a percent one keeps its percent), and a full
  import keeps an invoice's or sales receipt's subtotal and discount lines where they were, instead
  of folding the discount into one amount off the whole form. Subtotal, group, payment and sales
  tax items are no longer added to your item list as things to sell.
• Payroll and cost of goods sold come in from QuickBooks Desktop files. Importing a company
  file now brings its paychecks and payroll liability payments, so payroll expense and liability
  accounts match QuickBooks. Invoices and sales receipts that sold inventory also bring the cost
  of what they sold, moving it from Inventory Asset to Cost of Goods Sold as QuickBooks did.
• Company-file imports read more of older files, and say which balances don't match.
  LocalBooks now reads pages it used to skip in some QuickBooks Desktop company files, so
  invoices and other transactions on those pages come in. And if an account's imported balance
  still differs from the balance QuickBooks stored, step 2 of the import lists it with the
  file's balance, the imported balance and the difference, before and after you post.
• More check lines come in from older company files. When the part of a QuickBooks
  Desktop file that describes its tables was itself slightly damaged, LocalBooks couldn't read
  some tables' rows at all, such as the check lines of a file upgraded from an older version.
  LocalBooks now repairs that part first, so those transactions import.
• Slower password guessing. After four wrong passwords for a user name, each next sign-in try
  waits a little longer (30 seconds up to 5 minutes). Wrong recovery keys wait the same way. Nobody
  is ever locked out, and other users can still sign in.
• Ready for encrypting the whole company file. LocalBooks' database engine now includes
  SQLCipher, the groundwork for an optional setting that encrypts the whole company file and its
  backups. Nothing changes in your files yet, and Help › Save diagnostics lists the SQLCipher
  version.
• Sales orders. Record what a customer has ordered before you ship it, in Sales › Sales
  Orders. An order doesn't touch your books; invoice it all at once or in parts as you ship, and
  it keeps track of what is left. Voiding one of its invoices puts the quantities back. Stock Status
  and an item's information panel now show what is on sales orders and what is available, and the
  Open by customer, Open by item and Pending sales reports list what is still to ship.
• Payouts fetched on a schedule. An Admin can set each payout feed in Banking › Payout Feeds
  to fetch every hour, 6 hours, 12 hours or once a day while LocalBooks is open. New payouts wait
  for you to record them, and the feed shows what its last automatic fetch found.
• Shopify Payments payouts with their fees. Banking › Payout Feeds connects a Shopify store
  too, with a custom app that can only read payouts. Each payout to your bank comes in as a deposit
  of its sales, less Shopify's fees, refunds and chargebacks.
• PayPal payouts with their fees. Banking › Payout Feeds now connects a PayPal business account
  too, with a PayPal app's client id and secret that only read your transactions. Each withdrawal to
  your bank comes in as a deposit of the payments it carried, less PayPal's fees, refunds and
  chargebacks, so it matches the bank line.
• Print, email and estimate sales orders. A sales order prints, saves as a PDF and emails like
  an invoice, with its own design in Settings › Custom Forms. An accepted estimate becomes a sales
  order with Create sales order. Open Sales Orders by Customer and by Item and Pending Sales are
  in Reports › Sales, and Preferences › Sales & Customers can turn sales orders off.
• External Accountant users. Add your accountant as an External Accountant user: they work
  like a Standard user, can post adjusting entries dated on or before your closing date without
  you moving it, and never see sensitive data such as full tax IDs. The Closing Date Exceptions
  report now shows who entered each change.
• Payments, sales tax and discounts from a spreadsheet. A customer payments or bill payments
  sheet pays invoices and bills already in your books: every row is checked against them first,
  and Post payments records them all at once. Invoice and sales receipt sheets take a sales tax
  and a discount for each document.
• Billable costs in other currencies. Sales › Bill Costs lists costs on expenses in another
  currency and bills them at their home amount, at the expense's own exchange rate. Editing an
  invoice that billed costs can move a reimbursed line to another expense account.
• Other Names list. Expenses › Other Names keeps people and businesses who are neither customers
  nor vendors, such as an owner taking a draw. A check or expense typed to one is paid to them, and
  the list has an information panel with what was paid, contact details, notes and recent
  transactions.
• Security claims you can check. SECURITY.md now points every claim to the code and test
  behind it, and corrects a few: vendors' bank details are encrypted along with tax IDs, the update
  check runs by default (turn it off in Settings › Updates), and on Linux saved passwords are kept
  in a file only your account can read rather than a system keychain. Remember me on this Mac is
  now Remember me on this computer, since it works on Windows and Linux too.
• Tab stays in the window you're working in. Pressing Tab past the last field of a form (for
  example Billed amount in Receive Items) used to bring another window to the front. Tab now goes
  round the active window's own fields, as in the desktop program, and windows hidden behind a
  maximized one can't take focus.
• Edit dialogs are shown whole. The vendor and customer Edit dialog and the other record dialogs
  no longer open with their title row hidden under the toolbar.
• Keyboard and screen-reader fixes. A list row's ▾ menu now works with the arrow keys, Home
  and End, and Esc returns you to its button. The bank feed's list and every pop-up menu can take
  focus and are named for screen readers.
• Set Discount and Set Credits in Pay Bills. Click a bill to choose the early-payment discount
  and the vendor credits to use on it, instead of what the automatic preferences would take.
• Income account column off by default on sales forms. The item fills it in; turn it on from
  Columns ▾, and it shows by itself while a line still needs an account.
• Customize Columns on Reconcile and form lines. Reconcile and the line grids on sales, purchase
  and banking forms now have Columns ▾ to hide columns you don't use and put the rest in your own
  order.
• Included extras on estimates, and a usual F.O.B. An estimate line can be priced at 0.00, and
  such lines are left off the invoice the estimate becomes (Preferences › Sales & Customers can
  bring them over instead). A usual F.O.B. set there fills in on new invoices, sales receipts and
  estimates.
• Four more reports. Terms Listing, Unbilled Costs by Job, Inventory Stock Status by Vendor and
  Closing Date Exceptions are in the Reports menu and the Report Center.
• Report columns by class, customer, job or vendor. In a customized summary report, Columns by
  name gives a column for each class, customer, Customer:Job or vendor, with a total, for example a
  profit and loss by job.
• **Go back...

LocalBooks v0.13.0

LocalBooks v0.13.0: local-first, double-entry accounting.

What's new

• Every report is in the Reports menu. The detail reports (P&L Detail, Balance Sheet Detail,
  A/R and A/P Aging Detail, Open Invoices, Unpaid Bills, customer and vendor balances, purchases,
  check and deposit detail, the journal, adjusting entries and more) and the list reports (phone and
  contact lists, Item and Account Listings) now have menu entries, not only the Report Center. A
  List submenu gathers the list reports, and Memorized Reports opens Process Multiple
  Reports.

• Lists › Vehicle List, Vendors › Sales Tax › Pay Sales Tax… and Help › Check for Updates… open
  those screens directly.

• More form shortcuts. On an open form, Ctrl+N starts a new one, Ctrl+P prints it, and
  Page Up / Page Down open the previous and next, as the toolbar buttons do.

• Receive Payments takes early-payment discounts. An invoice on terms such as 2% 10 Net 30
  that is paid in full by the discount's last day can now take its discount right on Receive
  Payments, in a new Discount column you can change or clear. Choose the account it goes to
  (an income account such as Sales Discounts) in Preferences › Payments, and tick Take
  customers' early-payment discounts automatically to have it filled in. The payment and the
  discount post together and close the invoice; voiding the payment reverses both. This matches
  what Pay Bills already does for vendor discounts.

• A customer's or vendor's transactions add up correctly. The panel below the Customers and
  Vendors lists used to add invoices and payments into one total, which meant nothing. Choose one
  type, such as Invoices, to see its total; with All types the panel counts the transactions.

• The "Saved customer" note goes away when you pick or open another customer or vendor, instead
  of staying above the list.

• A damaged company file no longer closes LocalBooks while unlocking. If the part of the file
  that holds one password's copy of the encryption key is damaged, LocalBooks now says so instead of
  quitting, and other users' passwords and the recovery key still open the file.

Downloads

• macOS (Apple Silicon and Intel): .dmg
• Windows: .msi or -setup.exe
• Linux: .deb, .rpm or .AppImage

Installation guide: https://turbogizzmo.github.io/LocalBooks/

Already installed? LocalBooks offers this update on its own (or Settings › Updates ›
Check for updates), and saves a copy of your company file before upgrading it.

These builds are not code-signed yet: macOS may require right-click → Open the first
time, and Windows SmartScreen may ask you to confirm (More info → Run anyway).

LocalBooks v0.12.0

LocalBooks v0.12.0: local-first, double-entry accounting.

What's new

• Bill To and Ship To on sales forms. Invoices, sales receipts (Sold To), estimates and credit
  memos now have Bill To and Ship To boxes, filled from the customer and editable on each form, plus
  P.O. No. and FOB. Each document keeps its own copy of the addresses, so changing a
  customer's address later leaves saved documents as they were. They print and email with the
  form; the form designer can turn Ship To and P.O. No. off.

• A fuller customer record. Customers now have a shipping address next to the billing
  address, a contact and an alternate contact, alternate phone, fax, website, account number,
  credit limit and resale number. A job without its own addresses uses its customer's.

• Credit limit warning. When an invoice would take a customer over their credit limit,
  LocalBooks shows what they owe now and would owe, and asks before saving. It never blocks the
  sale.

• Row menus stay on screen. A row's ▾ actions menu near the bottom of the window now opens
  upward instead of running off the edge.

• Subtotals, discounts, other charges and groups on sales forms. On invoices, sales receipts
  and estimates, choose Subtotal in the Product/Service list to add up the lines above it. A
  new item type, Discount, takes an amount or a percentage off the line above (an item, a group
  or a subtotal) and can lower the taxable amount. Other charge items add shipping, handling or
  a percentage fee. Groups (Products & Services › Groups…) fill in several items at once and can
  print as a single line. They print in place, come back when you edit, and carry from an estimate
  to its invoice; discount items show in Sales by Product/Service.

• Edit an invoice or bill that's already part paid. An invoice with payments or credit memos
  applied, or a bill with payments or vendor credits applied, now opens for editing instead of
  asking you to void the payments first. The form tells you how much is applied, and saving keeps
  it all applied to the corrected version, so the open balance is the new total less what was
  paid. Deposits and reconciliations aren't affected. The edit is refused, with a message saying
  why, if the new total would be less than what's applied or the customer or vendor changes.

• Defaults for selling, getting paid and paying bills. New Company Preferences in Sales &
  Customers, Jobs & Estimates, Payments, Bills and Send Forms:

  • Receive Payments applies an amount to the invoice with exactly that balance, or else the
    oldest invoices first. You can choose oldest first only, or tick invoices yourself, and ticking
    invoices now works out the amount received. A tick column is new on the form.
  • Payments and sales receipts go to Undeposited Funds unless you turn that off. Sales receipts
    used to start on your first bank account; they now start on Undeposited Funds.
  • A new bill is due after the vendor's terms. For a vendor without terms, it is due 10 days after
    the bill date, or the days you set. Bills used to be due in 30 days whatever the vendor's
    terms.
  • Pay Bills can use each vendor's open credits on the bills you tick, oldest credit first, and
    take the early-payment discount a bill's terms offer when paid in time, then pay only the rest.
  • Your usual Ship Via fills in on new invoices, sales receipts and estimates.
  • A warning before selling to a customer with overdue invoices (off until you turn it on).
  • Turn off estimates or price levels if you don't use them, rename the five job statuses, and
    give jobs a status on the customer's Edit….
  • Each customer has a Preferred delivery (Email, Print or None) that ticks Email later or
    Print later on their new forms; new customers take the Send Forms default.
  • Change Item Prices starts from the default markup when you price from cost.

• No more "database is locked" when several things save at once. On a slow disk, a save
  that had to wait for another one could give up after five seconds; it now waits its turn.

• Report preferences. Preferences › Reports & Graphs now sets whether Profit and Loss opens on
  the accrual or cash basis, whether A/R and A/P Aging count from the due date or the transaction
  date, and whether items show by name, description or both. Accounting › Company Preferences can
  hide account numbers in reports or show only a subaccount's own name.

• Choose where accounts go on the Statement of Cash Flows. Preferences › Reports & Graphs lists
  each balance sheet account with its section (operating, investing or financing); move one and the
  statement follows.

• See a report's options first. Turn on Show the report's options before running it
  (Reports & Graphs › My Preferences) and a report asks for its dates before it runs.

• Preferences look the way you expect. Settings › Preferences (Edit › Preferences) now lists
  the familiar categories on the left: Accounting, Bills, Checking, Desktop View, General, Sales &
  Customers and the rest, each with My Preferences and Company Preferences tabs. Settings
  that live on their own screen, like sales tax rates or email, are linked from their category.

• Warnings before saving, with Save anyway. LocalBooks now asks before saving a check whose
  number was already used on that bank account, a bill whose number was already used for that
  vendor, a transaction dated more than 90 days ago or 30 days ahead, or a posting to Retained
  Earnings. Click Save anyway to record it as entered. Admins change the days, or turn each
  warning off, in the Checking, Bills and Accounting company preferences.

• Type amounts without a decimal point. Turn on Automatically place a decimal point
  (Preferences › General › My Preferences) and 1234 becomes 12.34; the box shows 12.34 as soon
  as you leave it.

• More General preferences. Beep when a transaction is recorded; warn before editing a posted
  transaction or voiding one (both on, and now each can be turned off); bring back messages you
  turned off with Don't show this message again; and choose whether a description or price you
  typed stays when you change the item on a sales line (ask, always or never).

• Journal entry memos fill in. A new journal entry line takes the first line's memo
  (Preferences › Accounting › My Preferences).

• Two-digit years and decimal hours. Company Preferences › General can show dates as 10/13/26
  and hours as 1.50 instead of 1:30.

• Sales tax on the cash basis, and your filing period. In Preferences › Sales Tax, choose
  whether you owe sales tax when you invoice or when you are paid, and whether you file monthly,
  quarterly or yearly. The Sales Tax report and Pay sales tax follow the basis (on cash, an invoice
  counts as it is paid), open on your filing period, and Reminders shows the next return. Printed
  invoices, sales receipts and estimates can mark taxable lines with a T.

• Bill expenses to customers. Tick Bill? on a check, expense or bill line for a customer,
  then invoice those costs from Sales › Bill Costs, with a markup. Preferences › Time &
  Expenses can tick Bill? for you, count reimbursements as income and set the default markup.

• 1099 boxes. Map expense accounts to 1099-NEC and 1099-MISC boxes in Preferences › Tax: 1099;
  the 1099 Summary and Detail now show each box. Payments made from 2026 use the new $2,000
  threshold ($600 before). Don't file 1099s? Turn them off and the 1099 fields and reports go away.

• Work week, billable time and finance charges. Weekly timesheets can start on any day, new
  time can start billable, and finance charges can run from the invoice date instead of the due
  date.

• Inventory switches. Warn, stop or say nothing when a sale would take stock below zero, and
  turn inventory and purchase orders off if you don't use them (Preferences › Items & Inventory).

• Checking preferences. Put the vendor's account number (a new Account no. on the vendor)
  in check memos, re-date checks to the day they print, and choose the account Write Checks, Pay
  Bills and Make Deposits open with.

• Recall a vendor's last bill or check. Turn on Automatically recall information
  (Preferences › General › My Preferences) and a new bill or check for a vendor you have paid before
  starts with the same accounts, and amounts if you like.

• Terms, Payment Method, types and customer messages lists. Lists › Customer & Vendor Profile
  Lists now has a Terms list (with early-payment discounts such as 2% 10 Net 30), a Payment
  Method list (Visa, Check…), Customer, Vendor and Job Types, and Customer Messages. Customers
  and vendors get a default term and a type. On invoices and bills the Terms box fills in from the
  customer or vendor and sets the due date; Receive Payments and Pay Bills show the discount
  offered and its last day. A customer message picked on an invoice, sales receipt or estimate
  prints on it. The Terms and Payment method boxes end in ＋ Add new….

• Safer Excel imports. A damaged or deliberately malformed .xls report file can no longer
  crash LocalBooks or make it run out of memory while importing (the Excel reader is updated).

• Type checks and deposits straight into a register. Bank and credit card registers end in a
  blank row: enter the date, number, payee, account, memo and an amount, then click Record (or
  press Enter). A bank payment becomes a check, a deposit a deposit, a card charge an expense and a
  card payment a card credit, just as their forms would make them. Restore clears the row and
  Splits… spreads it over several accounts.

• Find and filter in a register. Go To… finds a transaction by number, payee, memo or
  amount; Dates shows all, this month, this year or your own range; 2-line puts the account
  ...

LocalBooks v0.11.0

LocalBooks v0.11.0: local-first, double-entry accounting.

What's new

• Six more reports. Profit & Loss by Month, Transaction List by Customer,
  Transaction List by Vendor, Expenses by Vendor by Month, Transaction Detail by Account
  and Voided Transactions are in the report list. Like the other detail reports, each can be
  customized, saved, exported and printed, and a click on a line opens its transaction.
• Add a new vendor right from a bill or check. The Vendor box on bills, checks, expenses,
  purchase orders and vendor credits lists matching vendors as you type. When the name isn't on the
  list, choose Add as a new vendor, or Add with details… to fill in the address and terms
  too.
• Add a new customer or item right from a sale. The Customer box on invoices, sales receipts,
  estimates and credit memos works the same way, with Add as a new customer. The
  Product/Service column ends in ＋ Add new item…, which adds the product or service and fills
  in the line.
• See all of a vendor's or customer's transactions. Click a name in the Vendors or Customers
  list and its bills, checks, invoices and payments show underneath, newest first, with a total.
  Double-click one to open it.
• Open a transaction from a register. Double-click a row in an account register to open the
  bill, check, expense or invoice itself; other entries open in the journal.
• Double-click to edit an invoice, bill, check or expense. Double-clicking a row in the
  Invoices, Bills or Expenses & Checks list opens it to edit, as Edit… in its menu does. When it
  can't be edited (it's voided, or a payment or credit is applied), LocalBooks says why.
• Classes are easier to find and add. With Track classes on transactions on (Settings ›
  Preferences › Class tracking), the Class column now shows on every form even before you've made
  your first class, and the class list ends in ＋ Add new class… so you can add one while you
  enter a bill or invoice. The guide has a new Track classes section.
• Sort registers and Reconcile. Click a column heading in an account register or in Reconcile
  to sort by date, number, payee, amount or cleared status.
• Pressing Enter moves between fields. A new General section in Settings › Preferences
  lets Enter move to the next field, as Tab does. It also has: open name lists as you type, show
  clipped text in full on hover, and start new transactions on today's date or the last date you
  entered. In Preferences, Enter now saves the box and moves to the next one.
• Recent companies in the order you opened them. The No Company Open screen shows when you last
  opened each company file, newest first, instead of when the file last changed.
• A toolbar on every transaction form. Invoices, sales receipts, estimates, credit memos,
  bills, checks and expenses, vendor credits, purchase orders, deposits, transfers, journal
  entries and Receive Payment have a row of large buttons across the top: Find, New,
  Save, Void, Print ▾, Email ▾, Attach File and Memorize, showing only what
  each form can do. On an invoice, Previous and Next step through your invoices, and
  Print ▾ › Post and print… posts and prints in one step.
• Payment method tiles. Receive Payment and sales receipts show how you were paid as large
  tiles (Cash, Check, Card, Bank / ACH, and More for Wire and Other) instead of
  a drop-down. Receive Payment also shows the customer's balance at the top right and has an
  Auto Apply button.
• The sidebar says where the company file is. Its footer ends in local, network or
  cloud (a Dropbox, iCloud or other synced folder), instead of always saying offline.

Downloads

• macOS (Apple Silicon and Intel): .dmg
• Windows: .msi or -setup.exe
• Linux: .deb, .rpm or .AppImage

Installation guide: https://turbogizzmo.github.io/LocalBooks/

Already installed? LocalBooks offers this update on its own (or Settings › Updates ›
Check for updates), and saves a copy of your company file before upgrading it.

These builds are not code-signed yet: macOS may require right-click → Open the first
time, and Windows SmartScreen may ask you to confirm (More info → Run anyway).