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 customers a 30-day free trial to try out everything in the software.
Should you enjoy QuickBooks during the trial, you can upgrade to one of three plans. Each one charges $4 per employee per month on top of the base subscription price.
Simple Start costs $12.50/mo for three months, then $25/mo after. With this plan, you can invoice and accept payments, track income and expenses, organize receipts, track sales tax, and create reports. Simple Start doesn’t allow multiple users, unfortunately.
Plus has all the Simple Start features, along with some new advanced stuff. These include automated approvals and reminders, invoice and expense batching, management reports, and more. Advanced users get 24/7 premium support access and on-demand online training. You can add up to 5 users with the Plus plan. Plus costs $40 for three months, then $80/mo after.
comes with all the Plus features, but it adds a host of its own. These include automated approvals and reminders, invoice and expense batching, management reports, and more. Plus, Advanced users have 24/7 access to premium support and on-demand online training. You can add up to 25 users with custom roles under the Advanced plan. This plan costs $90 for three months, then $180/mo after.
QuickBooks makes invoice creation super easy. Plus, you can duplicate invoices if you do regular work for a certain client or customer.
Intuit offers an extensive library of video tutorials to guide you in setting up your account and using QuickBooks. Plus, you can find additional online help through third-party tutorials (like YouTube walkthroughs) because Quickbooks is so popular.
You can even pay QuickBooks $50 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 fairly responsive, although a few online have complained about reaching them.
Additional customer support:
Blog
QuickBooks’ blog is full of helpful information.
Community Forum
If QuickBooks’ resources can’t answer your question, you can ask it in the community forums.
Everything in your business can be branded — even your invoices. Putting your logo, brand colors, and other stuff on your invoice makes you stick out that much more in the customer’s mind. Not to mention that it’s satisfying to make your invoice really represent your company.
QuickBooks makes it easy to do that. You can personalize an invoice template with your logo and colors, then send it to your customers or clients in minutes.
Many types of businesses sell ongoing services. For example, a freelance writer might work on a monthly retainer for a client.
These businesses have to send out a similar invoice every month for the same amount, most of the time. It’s easy to forget, though, which is where QuickBooks’ recurring invoices come in handy. You handle the specifics, then QuickBooks makes sure the invoice goes out at your preferred date, every time.
QuickBooks has a suite of quoting and invoicing features that make it easy to provide customers quotes, send custom invoices, and keep track of payments. You can set up recurring invoices, send payment reminders, track the status of specific client/customer payments.
QuickBooks lets you account for discounts, shipping, and taxes, making organization and recordkeeping easy.
Work on an hourly basis? QuickBooks has built-in time tracking you can use to automatically track your hours worked and bill clients at the appropriate rate.
Notifications
QuickBooks invoicing comes with plenty of types of notifications to keep you and your customers/clients on top of things.
On your side, QuickBooks will notify you when your customer or client views your invoice. Using this information, you can plan your invoice follow-ups if they’re taking longer to pay. You’ll also receive an alert in real-time when they pay.
On the client or customer’s side, you can automate late payment reminders to ensure they pay on time and keep your cash flows strong.
QuickBooks has set the standard for small and mid-sized business accounting software. In particular, the invoicing features are packed with functionality, yet easy to use.
With three available plans and several helpful additions/add-ons, QuickBooks can be customized to fit nearly any small or mid-sized company.
Intuit ensures user-friendliness by offering multiple avenues of customer support, a vast collection of learning resources, and continuous updates. Overall, an investment in Quickbooks can make your business accounting a lot easier.
Murad Jaffery
Murad Jaffery
Murad Jaffery
