QuickBooks

QuickBooks learns how users categorize income and expenses and automatically matches and records transactions

Set up automated workflows to save time and mitigate risk with reminders

Automatically spreads cash balances above $250,000 across FDIC-insured institutions for up to $5M protection

Dedicated business checking account integrated with accounting software

Organize money into separate envelopes with interest earning capabilities

Organize and track business bills online, automate bill payments

Access accounting system from anywhere via cloud-based platform

Invite accountants, bookkeepers, or tax professionals to collaborate on the account for free

Allow multiple team members to access and collaborate on financial records

Continuously backup data, restore specific versions, and view version history

Organize and categorize business expenses for better financial tracking

Categorize and track business expenses automatically

Track and log business mileage for tax deduction purposes

Photograph and upload receipts using mobile app for expense tracking

Track and manage business cash flow with real-time insights

Create budgets with real-time data and collaborate with team members

Forecast future cash flow and profit based on historical data and trends

Access business funding and capital options through QuickBooks

Access 401(k) and retirement offerings through QuickBooks 401(k) powered by Vestwell

Access health insurance benefits through partnership with Allstate Health Solutions

HR support provided by experts at Mineral, Inc. for Premium and Elite subscriptions

Securely connect bank and credit card accounts for automatic transaction downloading

Sync data from Excel spreadsheets into QuickBooks

Integrated email marketing through Mailchimp

Track inventory levels, monitor stock, and manage inventory across locations

Create, enter, edit, and send multiple invoices faster in bulk

Add tracked employee time directly to customer invoices

Create and send invoices, accept credit cards and bank transfers, get status updates and reminders

Send professional-looking invoices from mobile or desktop

Access QuickBooks from anywhere via iOS and Android mobile apps

Organize and track business finances by class or location

Make ACH payments with included monthly allotments and per-transaction fees

Pay contractors and independent contractors directly through QuickBooks

Receive payment deposits in up to 30 minutes at no extra cost

Accept credit card and bank transfer payments directly from invoices

Track project profitability including labor costs, payroll, and expenses

Access inventory reports, enhanced sales reports, and profitability reports

Create custom key performance indicators, dashboards, and reports

Generate sales, accounts receivable, and accounts payable reports with enhanced data

Generate profit & loss statements, sales reports, and other financial reports

Allow customers and leads to schedule phone or video meetings

Capture customer referrals, testimonials, feedback, and work requests

Identify new leads in email inbox and manage lead follow-ups

Create and send professional estimates to potential customers

Customize user permissions and access controls for team members

Prepare 1099s and optionally e-file with the IRS and mail copies to contractors

Automatically calculate, file, and pay federal, state, and local taxes

Track billable hours for professional services and bill clients accordingly

Track employee time and attendance for payroll and project costing