QuickBooks Features: Invoicing, Expenses & Cloud Accounting

quickbooks online features

Check out a few of our favorite QuickBooks alternatives to see if any of them are a better fit for what you’re looking for. One of the selling points of QuickBooks Self-Employed is its ability to calculate your quarterly estimated taxes for you. However, if you want to pay these taxes directly through QuickBooks, you’ll need to upgrade to a special tax prep plan. We spend hours researching and evaluating each accounting software system we review at Merchant Maverick, placing special emphasis on key characteristics to generate our ratings.

Accounting Software Review Methodology

quickbooks online features

Collaborate in QuickBooks with the accounting professionals that handle your books. When it comes to chart of accounts entries in Advanced, the sky’s the limit. Say goodbye to entering invoices one at a time with batch invoicing. QuickBooks Online, on the other hand, was praised for its ease of adding vendors and customers as well as its helpful tutorial for beginners.

Plan, save, and bank– all in one place

In stark contrast to QuickBooks Online, each Xero accounting plan includes basic inventory management and an unlimited number of users. Xero’s software is easily as user friendly as QuickBooks’ with a colorful, organized dashboard and highly reviewed apps for iOS and Android. It also has better customer service reviews than Intuit, even though Xero’s customer service is available via email only. For an additional $50 per month, Simple Start users gain on-demand access to a live bookkeeper who can guide you through basic bookkeeping and accounting functions. QuickBooks Simple Start includes free guided setup, though this feature isn’t available for users who choose the free trial. For $27.50 per month for the first three months, then $55 per month after that, get up to three users, manage and pay bills and track time with its Essentials plan, which is its most popular plan.

  1. Information is gathered on a regular basis and reviewed by our editorial team for consistency and accuracy.
  2. It’s a particularly attractive pick for ecommerce businesses, since it has inventory management tools across all plans.
  3. Our self-paced QuickBooks Online Advanced Specialty training is designed to help you support your most high-performing and complex business clients.
  4. Although it has the lowest starting price, at $12 per month, it can be a little more difficult to navigate than QuickBooks or FreshBooks.
  5. In this article, we will discuss what QuickBooks is and how it works so that you can understand the different ways in which it can help you save time and be on top of your financial statements.

Pricing and features

QuickBooks is the #1 accounting for small businesses.4 It offers the most comprehensive feature set that enables small business owners to manage more of their business. From automating accounting work and preparing for tax time, proactively manage cash flow, QuickBooks can do it all. QuickBooks, on the other hand, is a software dedicated only to accounting. It has features https://www.personal-accounting.org/ required specifically for accounting like income and expense tracking, payroll management, invoicing and inventory management. When it comes to features and integrations, QuickBooks Online and Xero are pretty evenly matched. However, Xero has a few advantages because it supports unlimited users at no additional cost, making it a solid choice for larger businesses.

While we like both QuickBooks Online and QuickBooks Self-Employed, for most businesses, QuickBooks Online is the better option. It’s more expensive, but it comes with far more features than the rather bare-bones QuickBooks Self-Employed. With QuickBooks Online, you’ll be able to pay bills, send invoices, manage contractors and even more.

Tax Support

quickbooks online features

In addition to QuickBooks Online, Intuit offers a desktop product called QuickBooks Desktop, which is locally installed rather than cloud-based. QuickBooks Enterprise is the desktop lineup’s most robust plan — it allows up to 40 users and has industry-specific versions. To see which lineup is best for you, compare QuickBooks Online vs. QuickBooks Desktop plans’ main features and pricing. Some have to track inventory, payroll, benefits packages, numerous points of overhead, subcontractors, partnership deals — and so on and so forth. Some, however, just need an easy, reliable way to track the work they do, the invoices they send and the payments they receive, and this is where FreshBooks comes in. It’s easy to learn, easy to use and more affordable compared to many of its competitors.

No credit card information or contracts are required, and you can cancel the service at any time. QuickBooks Online is one of the preeminent cloud-based accounting software platforms on the market. With five plans available, including a plan specifically for self-employed individuals and independent contractors, there are several options from which to choose, depending on your needs. In this guide, we’ll break https://www.accountingcoaching.online/operating-assets-accountingtools-2/ down QuickBooks Online pricing, including plans, key features, and alternative platform costs so you can decide which option is best for you. The right QuickBooks Online plan depends on the size of your business and the features you need. For example, QuickBooks Solopreneur is best for freelancers or solopreneurs, while Simple Start is ideal for small businesses wanting to track assets and liabilities.

quickbooks online features

From the dashboard, a cash flow formatting snapshot shows you both where your business stands now and where it likely will stand financially several months to a year down the road. Access your account via the cloud for up to 25 users with the Online version, and pay an additional fee per user, up to 40 users, for cloud access with Desktop. What used to be a huge bulk of QuickBooks business is no longer so—it focuses mostly on its cloud version and actively encourages users to make the switch from Desktop to Online. This may signal future abandonment of its Desktop version as more people move to the cloud. If you make the switch from Desktop to Online, you can import your data and access your original company file at any time. When working with the Desktop version, it’s downloaded right to your computer.

quickbooks online features

They can either enter it themselves using the QuickBooks mobile app or submit it manually and a bookkeeper on your end can enter the details in the app. QuickBooks is one of the most popular accounting software for small businesses in 2024. Terms, conditions, features, service and support options are subject to change without notice. Kristy Snyder is a freelance writer and editor with 12 years of experience, currently contributing to the Forbes Advisor Small Business vertical. She uses her experience managing her own successful small business to write articles about software, small business tools, loans, credit cards and online banking. Kristy’s work also appears in Newsweek and Fortune, focusing on personal finance.

QuickBooks Advanced provides greater flexibility in customizing reports than the other QuickBooks Online plans. Users can tailor their reports by filtering and grouping data and creating custom fields and dashboards. Additionally, Advanced lets you generate multi-company reports and schedule emailed reports to be sent to specified email addresses. With Plus, you can create projects and add income, expenses, and wages. The Projects tool helps you manage different jobs and projects for your clients and track costs related to labor and materials.

Batch invoicing allows you to create multiple invoices at once rather than creating them one at a time. This can be useful if you have many customers who need to be invoiced for the same products or services. You just need to create a single invoice template and then apply it to all the customers who require the same invoice. Simple Start is a good starting point for most small learning curve businesses, especially those that don’t need to enter bills, track billable hours, and manage projects and inventory. It includes payroll processing, which allows you to calculate and track payroll taxes, and it lets you track assets and liabilities and use automated sales tax on invoices. Additionally, it enables you to record and track payments made to 1099 contractors.

When comparing it to other bookkeeping providers, such as FreshBooks and Xero, we note that all three have a 30-day free trial to test the system out. This is important to note since you’ll want to make sure that it is capable of doing what you need in a manner that you understand and can digest. QuickBooks Online is cloud-based accounting software that covers all the accounting needs you may have. It’s a subscription-based service that is good for various industries and beneficial to those who regularly work with a bookkeeper or accountant because you can give them access to your files.

One major drawback of QuickBooks Online is that there is no email support. However, QuickBooks Online offers phone support from 6 AM to 6 PM PST, Monday through Friday; Saturday hours are 6 AM to 3 PM PST. The UI has a beautiful design, though the organization could still be improved. Some features are hidden in settings and are frustratingly difficult to find, but the built-in help button can make it easier to discover what you’re looking for.

But if you can afford QuickBooks’ cost, its excellent features will help you keep your finances in line as you grow from startup to fully fledged enterprise. Both versions offer automatic syncing with your bank so you can categorize transactions. Add payroll to QuickBooks Online starting at $45 per month, or to Desktop starting at $50, plus $2 per employee, per month. The A/P section focuses on vendor management, bill management, bill payments, and other payable-related transactions. A/P features include creating vendors and bills, recording purchase orders and converting them to bills, creating service items, and recording full or partial bill payments.

QuickBooks Online aced our evaluation of general features because it offers everything you need to set up your company file and get started. You can enter your basic information like company name and contact details, set up additional users and customize user access, and import your chart of accounts from your existing software if needed. QuickBooks Online also allows you to close books at year-end, which is important to prevent changes in your financial data. While QuickBooks Online isn’t the most inexpensive software, we awarded it an above-average score for pricing because it offers four scalable options, which can be ideal for growing businesses. You can either get a 30-day free trial or purchase right away and receive a 50% discount for three months and a free online session with a QuickBooks ProAdvisor to set up your account.

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