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QuickBooks Online vs WorkflowMax Comparison (2026)

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QuickBooks Online logo

QuickBooks Online

WorkflowMax logo

WorkflowMax

Overview

QuickBooks Online offers accounting with financial dashboards, invoice creation, online payment acceptance, expenses tracking, payroll & more.

Assign staff to jobs and track who is doing what and when. You can manage every aspect of a project, from quotes through to invoicing, on a single platform.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

38

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

36

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.3

8.5K

5

4

3

2

1

4.8K

2.4K

724

196

274

  • Value for money
  • Ease of use
  • Features
  • Customer support
73%
would recommend this app

4.3

123

5

4

3

2

1

62

44

13

3

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
55%
would recommend this app

Pros

“I like it’s financial reporting since with it we can get solid library of built in reports plus real time dashboards that makes it easy to track profit,expenses and cashflow without the need of our accountant.”
NB

Nerisha B.

Senior Bookkeeper

“It is a reliable, cloud-based accounting system that handles core functions like invoicing, payments, and bank reconciliation efficiently.”
Verified reviewer profile picture

Jennifer H.

Service Billing Administrator

“What I liked least about QuickBooks Online is its limited customization and occasional performance issues. While the platform is user-friendly, it can feel restrictive when trying to tailor reports or workflows to more complex business needs, especially across multiple entities.”
MM

Maria M.

HR Manager

Pros

“The old WFM had extra features like the ability to upload photos of Clients (for facial recognition) and the invoice history including cancelled invoices was accessible and easy to retrieve.”
FS

Fiona S.

Office administrator

“It is a useful tool to track our part-time employees' jobs, timesheets and to send invoices and purchase order requests”
XL

Xiang L.

Director

“Also you can sort timesheets using any field.”
FS

Fiona S.

Office administrator

Cons

“The pricing for add-ons and the massive jumps in cost between user tiers (e.g., $115 for 5 users vs. $275 for 25) is frustrating for scaling businesses. And honestly, it's super frustrating to know that they have features that I just don't know how to use, and likely need, but the free 'tutorials' are so basic—I feel like it's a terrible customer satisfaction approach to charge for classes to get the complete picture when I've been a subscriber for nearly 10 years.”
Verified reviewer profile picture

Jill R.

Owner

“Limitations with check printing: can’t customize templates or account info, must buy pre-printed checks, which adds cost, risk of errors, and paper waste.”
VB

Vanessa B.

Bookkeeper

“I've asked about getting some of those reports but customer support says they don't have it. As someone that knows the accounting side of things the product can be frustrating to use because they block certain features or accounting procedures to try and help people not mess up their books.”
BS

Brandy S.

Office Manager

Cons

“Unfortunately the software doesn’t always calculate GST correctly. If costs in the invoice were not subject to GST, the software had problems correctly calculating the GST.”
PA

Peter A.

Director of Finance

“It will be sorely missed, as WorkflowMax by Bluerock just doesnt meet the same standard currently.”
TT

Thomas T.

Planning and Finance Executive

“Clunky interface.”
NP

Nick P.

Director

  • Vendor responds to reviews
  • Last review2 days ago
  • Vendor responds to reviews
  • Last reviewa year ago

Key features

  • Total features180
  • 1099 Preparation
  • 401(k) Tracking
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Address Validation
  • Aging Tracking
  • Approval Process Control
  • Asset Accounting
  • Asset Lifecycle Management
  • Asset Tracking
  • Assignment Management
  • Attendance Management
  • Audit Trail
  • Automated Quoting
  • Automatic Backup
  • Automatic Billing
  • Bank Reconciliation
  • Benefits Management
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Budget Management
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Cash Flow Management
  • Cash Management
  • Categorization/Grouping
  • Chart of Accounts
  • Check Printing
  • Check Processing
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Compliance Management
  • Consolidation/Roll-Up
  • Consumer Use Tax
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Contract/License Management
  • Contractor Management
  • Core Accounting
  • Cost Estimating
  • Cost Management
  • Cost-to-Completion Tracking
  • Credit Card Management
  • Credit Card Processing
  • Cross Ledger Posting
  • Customer Accounts
  • Customer Database
  • Customer History
  • Customer Statements
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Extraction
  • Data Import/Export
  • Data Visualization
  • Direct Deposit
  • Discount Management
  • Document Management
  • Document Storage
  • Document Templates
  • Donation Management
  • Donation Tracking
  • Donor Management
  • Drag & Drop
  • Dunning Management
  • Duplicate Payment Alert
  • Electronic Funds Transfer
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Employee Management
  • Employee Scheduling
  • Estimating
  • Exemption Management
  • Expense Claims
  • Expense Management
  • Expense Tracking
  • Fee Calculation & Posting
  • File Sharing
  • Financial Aid Management
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • For AEC Industry
  • For Higher Education
  • For Medical Purposes
  • For Nonprofits
  • For Real Estate
  • For Religious Organizations
  • For Small Businesses
  • For Trucking Industry
  • Forecasting
  • Fraud Detection
  • Fund Accounting
  • Fund Management
  • General Ledger
  • Grant Management
  • Hourly Billing
  • Income & Balance Sheet
  • Interaction Tracking
  • Inventory Management
  • Inventory Tracking
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • K-12
  • Lead Management
  • Mileage Tracking
  • Milestone Tracking
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Mobile Receipt Upload
  • Monitoring
  • Multi-Company
  • Multi-Country
  • Multi-Currency
  • Multi-Department/Project
  • Multi-Period Recurring Billing
  • Multi-State
  • Multiple Projects
  • Online Banking
  • Online Invoicing
  • Online Payments
  • Order Management
  • Overpayment Processing
  • PCI Compliance
  • Partial Payments
  • Partnership Accounting
  • Payment Collection
  • Payment Processing
  • Payment Reconciliation
  • Payment Tracking
  • Payroll Management
  • Payroll Outsourcing
  • Payroll Reporting
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Point of Sale (POS)
  • Profit/Loss Statement
  • Progress Reports
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning/Scheduling
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Purchase Order Management
  • Purchase Order Reconciliation
  • Purchasing & Receiving
  • QuickBooks Integration
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Receipt Management
  • Receivables Ledger
  • Recurring Invoicing
  • Recurring Payments
  • Recurring/Subscription Billing
  • Reimbursement Management
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Allocation
  • Resource Management
  • Revenue Recognition
  • SSL Security
  • Sales Reports
  • Sales Tax Management
  • Scheduling
  • Search/Filter
  • Self Service Portal
  • Self-Service Reporting
  • Spend Management
  • Status Tracking
  • Strategic Planning
  • Subcontractor Management
  • Subcontractor Monitoring
  • Summary Reports
  • Supplier Management
  • Tagging
  • Task Management
  • Tax Calculation
  • Tax Compliance
  • Tax Filing
  • Tax Forms
  • Tax Management
  • Taxability Verification
  • Template Management
  • Templates
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timer
  • Timesheet Management
  • Transaction Tracking
  • Workflow Management
  • Total features96
  • 1099 Preparation
  • 401(k) Tracking
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Address Validation
  • Aging Tracking
  • Approval Process Control
  • Asset Accounting
  • Asset Lifecycle Management
  • Asset Tracking
  • Assignment Management
  • Attendance Management
  • Audit Trail
  • Automated Quoting
  • Automatic Backup
  • Automatic Billing
  • Bank Reconciliation
  • Benefits Management
  • Billable Items Tracking
  • Billing & Invoicing
  • Billing Portal
  • Budget Management
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Cash Flow Management
  • Cash Management
  • Categorization/Grouping
  • Chart of Accounts
  • Check Printing
  • Check Processing
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Commission Management
  • Compliance Management
  • Consolidation/Roll-Up
  • Consumer Use Tax
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Contract/License Management
  • Contractor Management
  • Core Accounting
  • Cost Estimating
  • Cost Management
  • Cost-to-Completion Tracking
  • Credit Card Management
  • Credit Card Processing
  • Cross Ledger Posting
  • Customer Accounts
  • Customer Database
  • Customer History
  • Customer Statements
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Extraction
  • Data Import/Export
  • Data Visualization
  • Direct Deposit
  • Discount Management
  • Document Management
  • Document Storage
  • Document Templates
  • Donation Management
  • Donation Tracking
  • Donor Management
  • Drag & Drop
  • Dunning Management
  • Duplicate Payment Alert
  • Electronic Funds Transfer
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Employee Management
  • Employee Scheduling
  • Estimating
  • Exemption Management
  • Expense Claims
  • Expense Management
  • Expense Tracking
  • Fee Calculation & Posting
  • File Sharing
  • Financial Aid Management
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • For AEC Industry
  • For Higher Education
  • For Medical Purposes
  • For Nonprofits
  • For Real Estate
  • For Religious Organizations
  • For Small Businesses
  • For Trucking Industry
  • Forecasting
  • Fraud Detection
  • Fund Accounting
  • Fund Management
  • General Ledger
  • Grant Management
  • Hourly Billing
  • Income & Balance Sheet
  • Interaction Tracking
  • Inventory Management
  • Inventory Tracking
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • K-12
  • Lead Management
  • Mileage Tracking
  • Milestone Tracking
  • Mobile Access
  • Mobile App
  • Mobile Payments
  • Mobile Receipt Upload
  • Monitoring
  • Multi-Company
  • Multi-Country
  • Multi-Currency
  • Multi-Department/Project
  • Multi-Period Recurring Billing
  • Multi-State
  • Multiple Projects
  • Online Banking
  • Online Invoicing
  • Online Payments
  • Order Management
  • Overpayment Processing
  • PCI Compliance
  • Partial Payments
  • Partnership Accounting
  • Payment Collection
  • Payment Processing
  • Payment Reconciliation
  • Payment Tracking
  • Payroll Management
  • Payroll Outsourcing
  • Payroll Reporting
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Point of Sale (POS)
  • Profit/Loss Statement
  • Progress Reports
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning/Scheduling
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Purchase Order Management
  • Purchase Order Reconciliation
  • Purchasing & Receiving
  • QuickBooks Integration
  • Quotes/Estimates
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Receipt Management
  • Receivables Ledger
  • Recurring Invoicing
  • Recurring Payments
  • Recurring/Subscription Billing
  • Reimbursement Management
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Resource Allocation
  • Resource Management
  • Revenue Recognition
  • SSL Security
  • Sales Reports
  • Sales Tax Management
  • Scheduling
  • Search/Filter
  • Self Service Portal
  • Self-Service Reporting
  • Spend Management
  • Status Tracking
  • Strategic Planning
  • Subcontractor Management
  • Subcontractor Monitoring
  • Summary Reports
  • Supplier Management
  • Tagging
  • Task Management
  • Tax Calculation
  • Tax Compliance
  • Tax Filing
  • Tax Forms
  • Tax Management
  • Taxability Verification
  • Template Management
  • Templates
  • Third-Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timer
  • Timesheet Management
  • Transaction Tracking
  • Workflow Management

Integrations

  • Total integrations130
  • Accelo
  • Acuity Scheduling
  • ApprovalMax
  • AutoEntry
  • Avalara
  • BILL Accounts Payable & Receivable
  • BILL Spend & Expense
  • BQE CORE Suite
  • BigCommerce
  • BigTime
  • BigTime Enterprise PSA
  • Birdeye
  • BlueFolder
  • Bolt
  • Box
  • Buddy Punch
  • Buildertrend
  • Celoxis
  • ChargeOver
  • Checkfront
  • Chrometa
  • Cin7 Core
  • Cin7 Omni
  • Clio
  • ClockShark
  • Constant Contact
  • Contractor Foreman
  • ConvergeHub
  • CreditorWatch Collect
  • Datamolino
  • Deputy
  • Descartes ShipRush
  • Dext
  • Dropbox
  • Dryrun
  • EZRentOut
  • Emburse Nexonia
  • Entryless
  • Erplain
  • Expensify
  • Exsalerate CRM
  • Fathom
  • Field Promax
  • Field Service Management
  • Float Cash Flow
  • Freckle
  • Freshdesk
  • Function Point
  • Google Drive
  • Gusto
  • HandiFox
  • Harvest
  • Hike
  • Housecall Pro
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Hubdoc
  • Ignition
  • Insightly Marketing
  • InvoiceSherpa
  • Jobber
  • Kantata
  • Karbon
  • Kickserv
  • Knowify
  • LeanLaw
  • LivePlan
  • MRPeasy
  • MYOB Business
  • Melio
  • Method CRM
  • MicroBiz Cloud POS
  • Microsoft Excel
  • Microsoft Power BI
  • MinuteDock
  • Neat
  • Neon CRM
  • Netskope One Platform
  • Now Commerce
  • OfficeBooks
  • OnTheClock
  • PayPal
  • Pepperi
  • Pinnacle Cart
  • Pipeline CRM
  • Planyo
  • Plooto
  • QR Inventory
  • Quadient Accounts Payable
  • Quadient Accounts Receivable
  • QuickBooks Time
  • Quickbase
  • Quotient
  • Qvinci
  • RUN Powered by ADP
  • RazorSync
  • Repsly
  • Rerun
  • Rydoo
  • SAP Concur
  • Sage AR Automation
  • Salesforce Sales Cloud
  • SellerActive
  • ServiceM8
  • ServiceTitan
  • ServiceTrade
  • Share a Refund
  • SherpaDesk
  • Shoeboxed
  • Shopify
  • Simpro
  • Skyvia
  • Spotlight Reporting
  • Square Point of Sale
  • Stitch Labs
  • Stripe
  • Sumac
  • SurePayroll
  • Tallie
  • Time Tracker by eBillity
  • Timely
  • TurboTax Business
  • Unleashed
  • VeriClock
  • WORKetc
  • Wagepoint
  • Webgility
  • When I Work
  • WooCommerce
  • Workiz
  • Xero
  • Zapier
  • Zendesk Suite
  • Zoho Analytics
  • Zoho Creator
  • Zoho Expense
  • iBE.net
  • mHelpDesk
  • noCRM
  • vcita
  • Total integrations14
  • Accelo
  • Acuity Scheduling
  • ApprovalMax
  • AutoEntry
  • Avalara
  • BILL Accounts Payable & Receivable
  • BILL Spend & Expense
  • BQE CORE Suite
  • BigCommerce
  • BigTime
  • BigTime Enterprise PSA
  • Birdeye
  • BlueFolder
  • Bolt
  • Box
  • Buddy Punch
  • Buildertrend
  • Celoxis
  • ChargeOver
  • Checkfront
  • Chrometa
  • Cin7 Core
  • Cin7 Omni
  • Clio
  • ClockShark
  • Constant Contact
  • Contractor Foreman
  • ConvergeHub
  • CreditorWatch Collect
  • Datamolino
  • Deputy
  • Descartes ShipRush
  • Dext
  • Dropbox
  • Dryrun
  • EZRentOut
  • Emburse Nexonia
  • Entryless
  • Erplain
  • Expensify
  • Exsalerate CRM
  • Fathom
  • Field Promax
  • Field Service Management
  • Float Cash Flow
  • Freckle
  • Freshdesk
  • Function Point
  • Google Drive
  • Gusto
  • HandiFox
  • Harvest
  • Hike
  • Housecall Pro
  • HubSpot CRM
  • HubSpot Marketing Hub
  • Hubdoc
  • Ignition
  • Insightly Marketing
  • InvoiceSherpa
  • Jobber
  • Kantata
  • Karbon
  • Kickserv
  • Knowify
  • LeanLaw
  • LivePlan
  • MRPeasy
  • MYOB Business
  • Melio
  • Method CRM
  • MicroBiz Cloud POS
  • Microsoft Excel
  • Microsoft Power BI
  • MinuteDock
  • Neat
  • Neon CRM
  • Netskope One Platform
  • Now Commerce
  • OfficeBooks
  • OnTheClock
  • PayPal
  • Pepperi
  • Pinnacle Cart
  • Pipeline CRM
  • Planyo
  • Plooto
  • QR Inventory
  • Quadient Accounts Payable
  • Quadient Accounts Receivable
  • QuickBooks Time
  • Quickbase
  • Quotient
  • Qvinci
  • RUN Powered by ADP
  • RazorSync
  • Repsly
  • Rerun
  • Rydoo
  • SAP Concur
  • Sage AR Automation
  • Salesforce Sales Cloud
  • SellerActive
  • ServiceM8
  • ServiceTitan
  • ServiceTrade
  • Share a Refund
  • SherpaDesk
  • Shoeboxed
  • Shopify
  • Simpro
  • Skyvia
  • Spotlight Reporting
  • Square Point of Sale
  • Stitch Labs
  • Stripe
  • Sumac
  • SurePayroll
  • Tallie
  • Time Tracker by eBillity
  • Timely
  • TurboTax Business
  • Unleashed
  • VeriClock
  • WORKetc
  • Wagepoint
  • Webgility
  • When I Work
  • WooCommerce
  • Workiz
  • Xero
  • Zapier
  • Zendesk Suite
  • Zoho Analytics
  • Zoho Creator
  • Zoho Expense
  • iBE.net
  • mHelpDesk
  • noCRM
  • vcita

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