First up in our End of Year series: QuickBooks Online. We cannot tell you how much we love QuickBooks Online. We earn no commission for endorsing it. We love it because it works.
Some of our favorite features
- Integrated solution. Issue invoices, receive payments, organize expenses, keep records, process payroll, pay bills, you name it.
- Invoicing. Send invoices electronically, receive electronic payments, tailor invoices to your business, and generate them from the app in seconds.
- Receipt capture. Photograph receipts in the app and QBO matches them to transactions pulled from your bank or card, then stores the image with the transaction forever. Set up an email address through QBO (YourCompany@qbodocs.com) and electronic invoices file the same way. No more paper receipts.
- Mileage tracking. Uses your phone's GPS in the background. Identify work locations and home, set rules for routine trips, and it is all automated.
- Automation. Recurring invoices go out on your schedule. Payments can collect automatically, with permission. If payroll is consistent, say everyone on salary, payroll can run automatically at the frequency and amount you set, with no interaction needed from you or us.
There are several QuickBooks Online subscription tiers. See quickbooks.intuit.com/pricing. We do not recommend Self-Employed, for several reasons.
Accountant tipAccountants can add QBO subscriptions to their firm billing at 50 percent of standard rates, for the life of the subscription. Many firms take that discount and up-charge their clients. We pass the savings to you dollar for dollar. That transparency is how we operate.
Have questions about QuickBooks Online? Reach out and we will help you choose a plan, train on features, or take ongoing tasks off your plate.
