Shipped
What's new in SeroBooks
We ship something most days. Here is what has landed, and when.
25 September 2026
More than one company, and balances wherever you work
- File > Open Company lists every company you own and switches between them, each with its own data on your computer and its own remembered sign-in
- The customer's or vendor's balance shows under their name on every form — invoices, estimates, bills, purchase orders, cheques, credit memos and more — in red when they owe and green for a credit
- Customer and vendor lists show each one's open balance as you pick
- Report rows open what they add up: a day on the Sales report opens that day's sales by customer, a bill opens the bill, an item opens its item ledger, a serial number opens the sale it went out on
- Write Cheques, Enter Credit Card Charges and Record Deposits open straight to their forms, with Cheque, Deposit and Credit Card Charges Registers under Reports > Banking
- A Getting Started guide for SeroBooks: company information, chart of accounts, sales tax, customers, vendors and items, opening balances and users
24 September 2026
The company tools QuickBooks Desktop users rely on
- A Home Page that shows the flow of work — Vendors, Customers and Employees, with Company and Banking beside them — each icon opening its form
- Company Snapshot, Calendar, To Do List and Reminders: what you are owed, what you owe, what is due and what needs doing today
- Set Up Budgets for Profit and Loss or Balance Sheet, for the company or by class or Customer:Job, and a Cash Flow Projector that shows your bank balance week by week
- Lead Center and Collections Center: follow up leads, convert them to customers, and chase overdue invoices with notes and reminder statements
- Loan Manager with balances, schedules and payments split into principal and interest, and Vehicle Mileage with billable trips and mileage reports
- Prepare Letters, custom fields for customers, vendors and items, and Add/Edit Multiple List Entries — paste customers, vendors or items straight from Excel
- Memorized transactions in groups, with Enter All
24 September 2026
More forms, labels and one-click updates
- Create Batch Invoices: tick the customers, enter the items once, and each gets its own invoice
- Enter Statement Charges, Mark Invoice as Pending, Receive Items with the bill to follow, and a Sales Order Fulfillment Worksheet with pick lists
- Print Later and Email Later queues, Print Cheques that numbers and prints the cheques waiting, and form templates with fonts and a Statement template
- Customize Report: show negatives your way, divide by 1,000, drop the cents, and set the printed header and footer
- Items can carry their own income and cost of goods accounts
- Barcode labels from saved designs, on custom rolls up to 4 across, printed straight to a label printer at exact size, or from a bill as the stock arrives
- Begin Reconciliation can import your statement, locate discrepancies and undo the last reconciliation
- On Windows, a new version installs with one click; Help > Check for Updates looks any time
23 September 2026
Menus you already know
- A menu bar with File, Edit, View, Lists, Favorites, Company, Customers, Vendors, Employees, Banking, Reports, Window and Help
- A Favorites menu you fill with the commands you use most, and a Window menu that lists, tiles and cascades your open windows
- Terms with early-payment discounts, taken in Receive Payments and Pay Bills
- Memorize any invoice, estimate, bill, purchase order, cheque, card charge, credit memo or journal and use it again
- Void keeps a document and its number at zero; a closing date with a password protects the periods you have filed, with a Closing Date Exception Report
- Income Tracker, Bill Tracker and Change Item Prices
- In Receive Payments, a short payment can be left open or written off, and a customer's credit can be refunded
- Save & New and Save & Close on every form
- New reports including Budget vs. Actual, Profit and Loss by Class and by Job, Adjusted Trial Balance, Voided/Deleted Transactions, Sales Tax Liability and the Audit Trail
19–22 September 2026
Forms that behave the way you expect
- Every form opens in its own window; move between them with Ctrl+Tab
- Type dates straight into any document
- Nothing you have typed is thrown away without asking first
- An overpayment stays as the customer's credit
- Class, Customer:Job and billable on each bill line, and an adjusting-entry tick on journal entries
- Duplicate any invoice, bill, journal entry or account into a new one
18 September 2026
Banking forms, and invoices in US dollars
- Write Cheques, Enter Credit Card Charges, Enter Bills with an Expenses tab, and Credit Memos
- Make Deposits with other deposit lines and cash back, and Deposit To chosen for each payment
- Attach files to cheques, card charges, credit memos, payments and deposits
- Invoices in a customer's own currency, with exchange gains and losses set up for you
- Automatic statements and payment reminders, with today's list and a log
- Sub-accounts on the Profit and Loss and Balance Sheet, and an item ledger that shows every in and out
14–17 September 2026
Team chat, and reports you can shape
- Team chat inside the app: direct messages and groups, with files and screenshots, turned on per role
- Every report can be searched, filtered, grouped and saved the way you left it
- A report builder with eleven sources, and a Numbering report that shows any gaps in your invoice sequence
- The dashboard shows money to collect and bills to pay, by due date
- Merge two customers or two items into one, and mark a customer as a company with its GST and PST numbers
13 September 2026
Bring your QuickBooks company across without exporting anything
- Connect straight to QuickBooks Desktop and import your company — no export, no file to hunt for, nothing to email anyone
- A whole year comes across, not just a closing balance: your sales, your buying, your expenses, your journals, your stocktakes, and the purchase orders and quotes still outstanding
- Everything your customers and suppliers owed on the day you switch, at what is still owed
- Opening stock arrives with its quantities and what it is carried at
- The connection reads your books and can never write to them
12 September 2026
Or bring a QuickBooks file, balances and all
- Your chart of accounts, customers, suppliers and products import from a QuickBooks export, keeping the names and the structure your bookkeeper already knows
- Unpaid invoices and unpaid bills come with them, so the ageing you have today is the ageing you open with
- A report checks the money in the file against the documents that make it up, and shows you the trial balance you would end up with — before anything is written
- Nothing touches your books until you press commit, and one click takes the whole import back out
11 September 2026
Compare every plan, feature by feature
- Every feature on every plan, with a tick or a cross on each line, so there is no guessing what you are buying
- Monthly and annual side by side, each plan leading with its monthly rate
- Connecting Amazon sets up the accounts its settlements post to, and posts them from the day you connect
- Customer statements go to exactly the customers you choose
- Where a person may work is set on the person, so one role can be shared across locations
10 September 2026
Staff logins, and a warehouse that knows its shelves
- Staff sign in as name@business, so every business can have its own Sukh and nobody competes for a username
- Warehouse bins addressed by rack and shelf, following stock through every movement
- Bin labels print a link that any phone can open to see what that bin holds
- Pick lists that cannot exceed what the order sold, and receiving that asks which shelf
- Count and Find take barcode scans
9 September 2026
Order-day Amazon invoicing, and credit limits at the till
- Amazon sales can be invoiced on the day the shopper paid rather than the day Amazon deposited, which is the day the tax belongs to
- A customer's credit limit, balance and available credit sit on the selling screen, and the limit is enforced as you sell
- GST prints above PST on every invoice, in every PST province
- Daily Sales Report built around each location's own day-end time, with every row drilling down
- Contact import takes real-world files — two emails in a cell, missing numbers, odd formats — and updates rather than duplicating when you run it again
7 September 2026
Six new Amazon screens, and the rest of the core ledger
- Settlements, fees, reimbursements, returns, advertising and profitability, each on its own screen
- Every Amazon deposit broken into what it was actually made of, posted to the ledger
- The core ledger completed around them, so Amazon money lands in the same books as everything else
6 September 2026
Payroll in all thirteen jurisdictions, plus classes, landed cost and assemblies
- Statutory holiday calendars and overtime rules for all 13 provinces and territories, each taken from its own statute
- Employer health tax for Québec, Manitoba and Newfoundland and Labrador, and workers' compensation ceilings for every board
- Classes on every document and every line, with nested classes and sub-jobs that roll up
- Landed cost — freight, duty and brokerage capitalised into the stock they landed
- Assemblies built from a recipe, product groups, and variations with their own SKUs
- A report builder you drive yourself, and any report can be memorised
5 September 2026
Job costing, both halves
- A sale can name the job, so a project shows profit rather than only cost
- Time & Costs — log billable hours and re-chargeable expenses, and invoice them exactly once
- Recurring invoices and entries you can edit, pause, resume, skip or raise early
- Report Centre filters: cash or accrual, one customer or supplier, one location
- Cheque printing, with the amount in words
4 September 2026
File payroll returns straight from the app
- T4 electronic return, checked against the CRA's own schema before you download it
- T4A and T5018 electronic returns
- Record of Employment bulk file for ROE Web
- W-2 EFW2 file for American employers
3 September 2026
Payroll becomes a module of its own
- Eleven screens: pay runs, employees, timesheets, benefits and deductions, vacation and banked time, PIER review, year-end slips, remittances, records of employment, employer levies and setup
- A remittance calendar covering all four CRA schedules, with workers' compensation and employer health tax
- Timesheets built from clock-ins, with meal-break and rounding rules
- Employees can be paid without a login, so paying someone does not cost a seat
2 September 2026
Payroll reconciled to the cent
- Withholding agreeing with the CRA's own payroll calculator in all fourteen jurisdictions, Québec included
- Vacation pay by years of service, statutory holiday pay and overtime
- Pay stubs, taxable benefits, bonuses, off-cycle runs, and correction by reversal
1 September 2026
Amazon advertising, on the same page as profit
- Sponsored Products, Brands and Display spend on the period breakdown, with TACOS and profit after advertising
- Warehouse bins addressed by rack and shelf, printed on pick lists and packing slips
31 August 2026
Two products, and plans that sell exactly what you need
- SeroPOS and SeroBooks became two products, bought separately or together, each with its own users, locations and limits
- Plans sell named screens rather than the whole app, so a smaller business pays for a smaller product
- SeroBooks for Amazon: a plan for sellers who want their settlements posted and will never open a trial balance
- Maya available as an add-on rather than bundled into a tier
29 August 2026
The United States, end to end
- US sales tax by destination, with economic nexus measured against each state's own threshold
- American payroll — federal and state withholding, Social Security, Medicare — with W-2s
- Canadian and American books kept properly apart: different tax, different payroll, different year end
- Ontario Health Premium, and Québec's QPP, QPIP and RL-1 each calculated in their own right
28 August 2026
Forecasting, and Amazon through Maya
- Demand forecasting from your own sales history — stock-out dates, reorder levels, seasonal peaks
- Confidence bands you can act on rather than a false decimal point
- Ship-to-Amazon lead times counted separately from your supplier's
- Maya reads the Amazon lanes and answers questions about settlements and fees
26 August 2026
Payroll
- Canadian payroll: CPP with the ceiling, EI and provincial tax, checked against hand-worked authority examples
- T4s, RL-1 slips and the T4 return, built from the year you actually ran
- T4A and T5018 contractor slips
- Tax years loaded as data, so last year still recalculates the way it was paid
August 2026
Roles, approvals and permissions that hold
- A View / Allow permission tree across every module, screen and action
- Approvals by any permitted user — password-verified, single-use, and recorded
- Six starter roles ready to use: Accountant, Bookkeeper, AR Clerk, AP Clerk, Sales Clerk, Auditor
- Every ledger, banking and marketplace action checks the same tree on the server, not only on the screen
August 2026
Receiving and banking, in the shape you already know
- Receive Payment that allocates oldest-first, with every allocation editable before you record it
- Bank reconciliation in the QuickBooks Desktop shape, with or without a bank feed
- CSV statement import with a mapping wizard and rules you can reuse
- Undeposited Funds to Deposits to Bank, all the way through
2026
The accounting suite
- Cash Flow Statement alongside P&L and Balance Sheet, with six P&L views including by location
- Period locks enforced at the ledger, and year-end close with the retained-earnings roll
- Fixed assets with CCA classes and the half-year rule
- GIFI and T2 mapping, with suggestions and bulk accept
- Amazon settlement sync posting to the ledger, penny-verified against QuickBooks Desktop