Intuit is a global technology platform that helps customers and communities overcome their most important financial challenges. Serving millions of customers worldwide with TurboTax, QuickBooks, Mint, Credit Karma and Mailchimp.
QuickBooks offers new users a 30-day free trial, during which you have free reign over all the features. You can then subscribe to one of three plans. Each one charges $4 per employee per month on top of the base subscription price.
QuickBooks’ entry-level plan is Simple Start, costing $12.50 per month for three months, then $25 per month after. This plan lets you create and send invoices, accept payments, track income and expenses, organize receipts, track sales tax, manage cash flows, and generate reports. Simple Start doesn’t allow multiple users.
The most popular QuickBooks plan is Plus, which costs $40 for three months, then $80 per month after. It includes all features from Simple Start and adds inventory management and profitability tracking. Plus lets you add up to five users and give them all basic permissions with Plus.
At the top is Advanced, which comes with all Simple Start and Plus features, but adds plenty of its own. These additions include business analytics/insights, approvals and reminders, management reports, automated workflows, the ability to restore company data, and more.
Advanced users have 24/7 premium support access and can make use of on-demand online training.
Advanced lets you add up to 25 users with custom roles. This plan costs $90 for three months, then $180 per month after. QuickBooks is pricier than a lot of the competition, but its features certainly justify it. You also save some cash with the free trial and intro pricing.
QuickBooks’ interface can take beginners some time to get acquainted with since there’s a lot in the software. Still, the interface is pretty intuitive once you familiarize yourself.
Intuit provides plenty of video tutorials to guide you in setting up and using your account. Given the popularity of QuickBooks, you can find more help through third-party tutorials online, too.
Alternatively, you can pay QuickBooks $50 one time to set up your account for you.
QuickBooks offers online chat and phone customer support 6 am – 6 pm PST during the week, and 6 am – 3 pm on Saturdays. Advanced plan users can access 24/7 support. Customer support is generally responsive, although a few online have complained about reaching them and getting their questions resolved.
Additional customer support:
Blog
QuickBooks’ blog covers QuickBooks features, news, and plenty of small business topics.
Community Forum
If QuickBooks’ resources can’t answer your question, you can ask it in the community forums.
A foundational aspect of bookkeeping is, well, tracking your income and expenses. Fortunately, QuickBooks makes this super easy. You can categorize transactions with the click of a button, add transactions manually, sort and filter through your transactions, and more. It keeps all of this in one intuitive dashboard, making for easy bookkeeping.
When you’re out and about shopping for your business, you need a way to save the receipts for documentation purposes.
QuickBooks makes it easy to snap a photo of a receipt for any transaction and attach it to said transaction for future reference.
QuickBooks offers plenty of quoting and invoicing features that make it easy to provide customers quotes, send custom invoices, and track payments. You can also arrange recurring invoices and send reminders.
QuickBooks lets you account for discounts, shipping, and taxes, too making your bookkeeping simple. Of course, much of this invoicing data flows directly into your books, too.
A key aspect of bookkeeping is evaluating your numbers via reports.
QuickBooks lets you generate succinct balance sheets, P&L statements, and other types of statements and reports with a button click or two. You can also export reports with ease if needed.
Don’t want to do your books yourself? Quickbooks offers live virtual bookkeeping for a one-time “cleanup” fee plus an extra $200/month.
During the first month, Quickbooks’ bookkeepers will clean and organize your financial records, bringing your financials up to date. You’ll also receive setup help, and Quickbooks will provide you your updated financial statements.
After that, Quickbooks does everything for you each month. They’ll also close out each month, provide you with financial reports, and offer convenient virtual support.
Quickbooks also offers payroll add-ons for an extra monthly fee. There are three payroll plans:
Quickbooks supports integrations with numerous third-party products as well:
QuickBooks set the bar for small and mid-sized business accounting solutions. It provides a wide collection of helpful features for bookkeeping and other areas of small business accounting/financial management. With several plans and a bunch of helpful add-ons/integrations, you can customize the software to fit your exact needs.
Murad Jaffery
Murad Jaffery
Murad Jaffery
