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QuickBooks Online

Small business accounting software
9 reviews

Who is QuickBooks Online For?

QuickBooks Online is for freelancers and small businesses aspiring to save time and mental energy by simplifying small business accounting via an integrated financial software system. It allows full capabilities to up to five users and limited functionalities (e.g., entering timesheet hours and viewing reports only) to an unlimited number of users. It is used primarily by small business owners, solopreneurs, finance officers, accountants and bookkeepers.

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Key Features

  • Create & manage invoices
  • Track sales & expenses
  • Multi-device document sharing
  • Print checks
  • Track payments
  • Automated online banking
  • Create estimates
  • Enter & manage bills
  • Export data to Excel
  • Smart phone compatible
  • Support for Mac23
  • Free Trial
  • Dashboards and feeds
  • Mobile receipt capture
  • Actionable insights
  • Banking data synchronization
  • Create custom invoices
  • Automatic tax calculations
  • Pay online link in invoices
  • Profit & Loss and Balance Sheet reports

Overview

QuickBooks Online is a complete small business accounting software and billing and invoicing platform for controlling business accounts from a single application. Coordinate all your financial data from one online dashboard and view real-time accounts and reports.

The QuickBooks Online solution puts you in complete control of your accounting and provide free online support, from setup to support. No additional software is required as all accounts are viewed via the online login portal, with custom feeds and charts, custom invoice creation, customer ´Pay Now´button, mobile website allows photographic references and all with auto-synchronization.

QuickBooks Online automatically syncs your complete business finance profile to one single dashboard where multiple users can view in-depth reports and accounts of you company.

The platform creates trade, profit and loss sheets as well as billing and invoice solutions that are all mobile compatible and print friendly. Users can create their own custom reports and feeds from with the dashboard so you only see what you need to see.

By navigating through the QuickBooks Online dashboard you can track payments, sales history, invoice details, add users and edit permissions. QuickBooks Online is completely integratable with QuickBooks Online Payroll and Intuit GoPayment.

QuickBooks Online also comes with a free 30 day trial.

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Specifications

Intended Users
Freelancers, Non Profits, Small Business
Devices Supported
Android, iPhone-iPad, Web-based
Supported Countries
Brazil, United States
Supported Languages
English, French, Portuguese
Supported Platforms
Open API, Quickbooks Intuit

Pricing

Starting from: $26.95/month
Pricing model: Subscription
Free Trial: Available (No Credit Card required)

- QuickBooks Online Essentials: $26.95/pm
- QuickBooks Online Plus: $39.95/pm

*Free 30 day trial

Benefits

- Accounts management: QuickBooks Online allows you to access your complete accounting data as well as editing, creating, duplicating and sharing information with employees, consultants, associates and partners.

- Interface and dashboard: You can login to your QuickBooks Online backend once you have internet access, no downloadable software is required and you can create customizable feeds and charts.

- Security and backups: All data inputted is securely backed-up to the cloud and you can export data to Excel spreadsheets. QuickBooks Online will track customer payments and send you notification of any errors in processing.

- Subscriptions and pricing details: All QuickBooks Online packages include support, from initial startup to ongoing support enquiries. Continuing updates and upgrades are all included in your pricing plan. Users can also avail of a 30 day trial before financial commitment is required.

- Multi-platform transparency: QuickBooks Online will auto-sync with all your connected devices and the multiple users connected to your package. You can create restrictions for each user to enforce in-house hierarchy.

User Reviews

Verified
Reviewer

QuickBooks Online: Great Accounting Operating System for SMB Industry Apps

Jon Reifler, President at Cloud Apps Consulting LLC5th of December, 2014 08:35

QuickBooks Online has made incredible strides in the past several versions--2 of the most important advantages of choosing QBO over other cloud-based accounting options is the growing availability of apps available for QuickBooks Online and how easy it is to send to your accountant--the accountant tools (that your consultant or ProAdvisor has access to are top of the line) . If you are a new start-up, small business, or desktop user of QuickBooks Pro or Premier, QBO is likely the best option that you have for accounting needs Don't forget to demo and test the apps.

New QuickBooks Online

Gaz8024th of November, 2013 16:40

Im new to QuickBooks Online and wow the visuals are seriously cool. From the home page you can directly see graphs like the p&l , your expenses, your income and you can see who owes you money and how much is still outstanding. This is financial control on another level.

Moving from Quickbooks For Mac To QB Online

QBguy7th of November, 2013 05:39

I had a lot of doubts when one of my clients asked me to try QB Online; nightmares of slow, clunky tools, getting lost in a maze of links and a smaller window kept me from making the move. Thankfully I took the plunge after getting a tour of it and I'm really liking it so far. Integration with other tools (my favs noted below) is certainly a unique advantage to moving my clients' books online, and they appreciate not having any monthly backups to maintain. Best thing is that I can work with either Windows or Mac clients, no more switching back and forth. I haven't seen any of the outages others have reported as yet, and will update my review if that happens.

So Far, So Good

Andrew12th of October, 2013 05:36

I've been impressed with the UI and feel so far. What I also like is the fact that they publish to their blog on a regular basis and quick access to other apps using the blue dot.

Using Quickbooks Online since 2011

Jamiepro25th of August, 2013 05:43

Our company has been using Quickbooks software since 2004, we went with Quickbooks Online in 2011. We have never had any problems with down time. The only downtime is when we've received scheduled maintenance notices, but no problems. We have two office locations and I travel quite frequently, the access is flawless anywhere. If I had any suggestions for Quickbooks I would recommend keeping the costs affordable and offer more additional apps with a cost to offset the lower monthly fees. Overall A+

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GetApp Analysis


QuickBooks online is a cloud-based financial software for small businesses that takes care of accounting, billing and invoicing – all in a single platform. It allows you to create and manage invoices, print checks, reconcile banking and credit card transactions, track payments, enter and manage bills, create estimates, among others.

Created for freelancers and small businesses, QuickBooks Online offers an intuitive and user-friendly interface, with mobile tools for iPhone, iPad and Android devices for more flexible and time-efficient invoice creation, expense tracking and accounting experiences. Some of QuickBooks Online’s main features include easy invoice creation, online banking integration, app integrations, mobility and built-in reports that can be run in just a few clicks.

QuickBooks Online's dashboard shows a snapshot of the financial health of your business.

What is QuickBooks Online?


Launched in 2001, redesigned in 2013 and now serving more than 683,000 users, QuickBooks Online is a web-based small business accounting software that saves users time while keeping their finances organized. Depending on the plan you’re subscribed to, it combines a number of features in one platform: estimates, invoicing, time tracking, accounts payable, bank/credit card reconciliation, reporting, inventory, contacts, sales tax, tax forms, location and class tracking.

It also has a user-friendly dashboard that emphasizes overdue and open invoices, account balances, cash flow, and other tasks, affording you the ability to see important activities at a glance.

To create a refund receipt, estimate or credit memo, from the dashboard, simply click on the Create button.

Main Features


Invoice Creation

On the top middle section of the QuickBooks Online dashboard, there are three buttons that allow users to search for transactions, create invoices and other financial forms, and view recent transactions. To create a customer invoice, click on the plus (+) button and select Invoice from the drop-down menu. You will be taken to the Invoice page where you then will be required to input the invoice’s particulars such as customer name, email address, billing address, payment terms, invoice date, due date, and others.

Product/service line items can be manually entered or selected from pre-defined fields. Tax calculations and discounts are automatically deducted from the invoice amount shown in the top right corner of the screen. Invoices can be personalized by adding your company logo, a background image, choosing your own font and designating custom fields. Invoices can also be sent in batches or individually.

An invoice can be created either through the Create button on top or by clicking on the Create Invoice button from the Customers/Vendors pane.

Online Banking Integration

With QuickBooks Online’s banking integration feature, you can securely connect your online bank to automatically download financial transactions, so you won’t have to manually input the necessary data. Once synced, using the information your bank stores with the money going in and out of your account, like amounts, transaction dates, the places where the transactions occurred, and such, you can either accept or delete transactions, and categorize and assign them to suppliers or customers.

To connect your bank with QuickBooks Online, you will need your online banking username and password ready. This allows QuickBooks Online to establish a secure connection with your bank or credit card company. From the QuickBooks Online dashboard, choose Transactions, then Banking. On the upper right hand side of the screen, you will see a blue button marked Add Account. You will be prompted to enter your bank or credit card company’s name or URL, or choose from a list of popular financial institutions. Once your login credentials are verified to be working, simply follow the prompts to continue.

Once synced with QuickBooks Online, online banking transactions can be downloaded and automatically matched to entries in your register.

App Integrations

Integration with other software systems is one way to enable a seamless information flow between applications, thereby reducing data entry requirements and simplifying the way companies run their businesses.

QuickBooks Online doesn’t only integrate with QuickBooks Online apps and other add-ons. Through the Intuit Partner Platform, it also allows third-party app developers to create custom application systems that can benefit its base of small business users.

Aside from ready-made integrations with other QuickBooks apps, QuickBooks Online offers add-ons. Plus, the Apps.com marketplace contains a number of applications small businesses may find useful.

Mobility

It happens even to the best of us. You purchase a spare part for your customer, and make a mental note that you need the receipt for later but end up losing it one way or another. With QuickBooks Online’s mobile apps, expense reporting is made easier through mobile receipt capture. You can even add photos and notes so you don’t forget the relevant details.

While the mobile versions are still lacking in terms of the full software’s functionality, QuickBooks Online’s mobile apps let you review your transactions even when on the go, see customer balances, and mark invoices as paid. Electronic signatures also enable you to immediately approve estimates.

QuickBooks Online has native mobile apps that allow users to view and update their financial records anywhere, anytime.

Built-In Reports

QuickBooks Online has a long list of pre-built reports that show the overall financial health of your business. These reports fall into several different buckets: Business Overview, Manage Accounts Receivable, Manage Accounts Payable, Accountant Reports, Reconciliation Reports, Manage Products and Inventory, Review Sales, Review Expenses and Purchases, Manage Sales Tax and Manage Employees.

To run a report, go to Reports from the QuickBooks dashboard and select the type of report you want to run. Next, customize your reporting fields, if needed. Select a transaction date from a drop-down menu or specify your target date range. After clicking on Run Report, you are ready to print, email, export the report as an Excel file, or save customizations.

QuickBooks Online's built-in reports allow users to generate reports within minutes. Reports can also be customized, and frequently run reports are grouped together in one tab for quicker access.

Integrations


Aside from easy integration with other QuickBooks applications such as QuickBooks Payments and QuickBooks Payroll, QuickBooks Online offers add-ons such as Method CRM, Time Tracking by TSheets, Bill.com, Jobber, Shoeboxed and Mavenlink.

And then, there’s the QuickBooks API that provides app developers the ability to integrate their products with QuickBooks Online and expose their products to a large pool of small business owners. The QuickBooks API client allows them access to their customers’ data via a REST-based API that works with QuickBooks Online. Also, Intuit’s Apps.com is a place where third-party apps can be published and found by businesses looking for systems to further simplify their processes.

Pricing


QuickBooks Online offers three pricing packages: Simple Start, Essentials and Plus. Simple Start is priced at $12.95 a month and allows one user to reconcile bank transactions and create estimates and invoices. The data can be shared with two accountants.

Essentials is pegged at a monthly $26.95 and includes all the functionalities of Simple Start, with an accounts payable feature that allows up to three users to track and pay bills. With inventory and 1099 preparation included to the regular Essentials plan, Plus is at $39.95 per month and supports up to five users.

Bottom Line


  • Accounting, invoicing, billing, estimates, and more – all in a single platform
  • Has native mobile apps for Android devices, iPhones and iPads that allow users to keep track of the financial health of their businesses anytime and anywhere
  • Allows easy collaboration with your accountant or bookkeeper
  • Easy to set up and highly customizable
  • Automatic syncing with your bank and credit card accounts

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