![]() ![]() While each plan has item list management, only the Plus plan tracks inventory. You can create budgets by customer, class, location, or by year. You can use data from a previous financial year as your basis for a budget, or you can copy existing budgets. Unlike the desktop version of QuickBooks invoicing (which only allows one-year-long budget), you can have multiple budgets in QuickBooks business. QuickBooks Online has a default chart of accounts set up, but you can customize each account to fit your business or import your own. This feature stays true to traditional accounting practices. You can also set recurring bills and schedule them to be paid at a later date or pay bills directly online. With QuickBooks payroll cost, you can enter and sort bills easily. Accounts Payable ( Essentials & Plus Plan Only) QuickBooks used to have good duplicate transaction detection and transaction. Bank ReconciliationĪs mentioned above, QuickBooks accounting software has live bank feeds which makes bank reconciliation easy. You can categorize expenses and attach receipts to them as well. You can add individual expenses, manually import bank statements, or enable live bank feeds. You save an incredible amount of information on your customers and vendors, including a display name, billing address, shipping address, preferred payment method, default payment terms, opening balance, attachments, and default tax codes. QuickBooks simple start has a highly developed contact management system. Customers can view, print, save, pay, or ask questions about their invoices. QuickBooks personal does offer a client portal, but only for invoices, not estimates. Estimates are sent via email and customers receive the documents as PDFs. EstimatesĬreating estimates and converting them to invoices is easy. There are five invoice templates (or you can import an existing invoice template via Microsoft Word). ![]() The redesign in 2016 gave QuickBooks Online plus one of my favorite invoice customizations features ever. There’s also a “see all activity” option at the bottom of the dashboard that will take you to a full audit log and history of recent activity. DashboardĪ basic dashboard includes a list of tasks and charts for Invoices, Expenses, and Accounts, Profit and Loss, Sales, and Discover. This section covers the basics, but you can check out the full list of QuickBooks Online features on the company’s website. QuickBooks cloud has an impressive feature selection, especially for cloud-based software. For more information on QuickBooks security, and to learn how you can play a factor in making your data even more secure, check out the Intuit website here. Physical safeguards have been implemented at the Tier 4 data center, and routine testing ensures security. QuickBooks Enterprise uses 128-bit SSL encryption and multi-factor authentication. Phone, iPad, PC, Mac: whatever you’re using, you’ll be able to do what you need to do High-Class Security You can access your files, and work from wherever you are. QuickBooks software is what’s called a cloud-based application, meaning it’s not installed on one specific computer, but can be accessed anywhere there is an internet connection. You can also choose to include an account summary on the bottom of your invoice, which could be useful if you’d rather not send out monthly statements. You can set header and footer text as well as a message to your customers. Also, upload your logo and choose where to place it on the page and how large you want it to be. You can select from five templates, 18 colors, and four fonts in three sizes. You can also customize the date range for each graph. You can click on the images to drill down on that particular set of information. The QBO dashboard shows several graphs that give you an overview of your sales over time, income, expenses, and profit and loss. Most action items are quickly accessible from the tabs on the side menu or the quick menu that opens when you click the plus sign in the upper right corner of the QBO online screen. After you set up your account, the software prompts you with basic tasks to get started. You answer several questions about your business, and it customizes the program based on your answers. This online accounting software, like many of its competitors, is easy to set up. Users can take photos of bills and submit them as expense proofs or share them with concerned stakeholders. Additionally, businesses can use this software to organize weekly timesheets and track bank deposits. Other than this, QuickBooks pro also enables its users to download and reconcile credit card transactions. ![]() ![]() The software is updated on a monthly basis, and its mother company Intuit provides details about each update on its blog helping users understand what’s new and how it’s useful. What makes QuickBooks customer service great to use is its continuous updates to be better. ![]()
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