QuickBooks Online Services
QuickBooks Online is a powerful accounting software designed specifically for small businesses. It offers a range of features and capabilities that help businesses manage their finances, stay organized, and make better decisions. Whether you’re a freelancer, a sole proprietor, or a small business owner, QuickBooks Online can help you take control of your financial situation. QuickBooks Online offers a wide range of features to help businesses manage their finances. For example, it allows you to create invoices, track expenses, and reconcile your bank accounts. It also offers financial reporting features that allow you to get a clear picture of your business’s financial health. Additionally, it offers more than 150 pre-built reports which can be easily customized to meet your specific business needs.
QuickBooks Online also offers integration with other popular apps such as PayPal, Square, and Stripe. This means that you can easily import and track financial data from these apps, which can save you a lot of time and effort. QuickBooks Online comes in several plans, from self-employed, to small business, and it also offers a free trial. The self-employed plan is ideal for freelancers or sole proprietors who need to manage their own finances, while the small business plan is designed for businesses with more complex financial needs.
| Non-profit | Law firms / Legal |
|---|---|
| Construction | Retail |
| Churches | Professional services |
| Restaurants | Manufacturing / Wholesale |
| QuickBooks Online Version | Description |
|---|---|
| Simple Start | This is the basic version of QuickBooks Online in the United States, and it includes features such as income and expense tracking, sales and invoice tracking, and basic reporting. It is intended for small businesses with basic accounting needs. |
| Essentials | This version builds on the Simple Start version, and includes additional features such as the ability to track billable time, create purchase orders, and track inventory. It also includes the ability to connect to your bank and credit card accounts, and to create and send invoices. It is intended for small businesses with more advanced accounting needs. |
| Plus | This version builds on the Essentials version, and includes additional features such as the ability to track project profitability, create and send estimates, and track sales tax. It also includes the ability to track inventory across multiple locations, and to manage 1099 contractors. It is intended for small businesses with even more advanced accounting needs. |
| Advanced | This version builds on the Plus version, and includes additional features such as the ability to track billable time by project, create and track budgets, and access advanced reporting. It also includes the ability to manage up to 25 users, and access to advanced inventory and project management tools. It is intended for businesses with complex accounting needs. |
We have determined and listed a few common issues experienced by QuickBooks Online users. If you have encountered any of these problems, or any other problems not listed here, please contact our support team for a faster resolution.
Syncing issues with bank and credit card accounts:
Users have reported that their bank and credit card transactions are not syncing properly with QuickBooks Online, which can lead to discrepancies in their financial records.
Difficulty navigating or understanding certain features:
Some users have reported that they find the software difficult to navigate or that certain features are not intuitive to use.
Errors or crashes while using the software:
Some users have reported that they experience errors or crashes while using QuickBooks Online, which can disrupt their work and cause them to lose unsaved data.
Limited customization options:
Some users have reported that they would like more customization options in QuickBooks Online, such as the ability to create custom reports or invoices.
Difficulty integrating with other software or platforms:
Some users have reported that they find it difficult to integrate QuickBooks Online with other software or platforms that they use for their business.
Limited reporting capabilities
Some users have reported that the reporting capabilities of QuickBooks Online are limited, and that they would like more options for creating and customizing reports.
Difficulty reconciling accounts:
Some users have reported that they find it difficult to reconcile their accounts in QuickBooks Online, which can lead to discrepancies in their financial records.
Limited support options:
Some users have reported that the support options for QuickBooks Online are limited, and that it can be difficult to get help when they need it. Here comes our one stop solution for any concern or query related with any version of QuickBooks Online.
Limited inventory management capabilities:
Some users have reported that the inventory management capabilities of QuickBooks Online are limited, and that they would like more options for tracking their inventory.
Difficulty in troubleshooting and resolving technical issues:
Some users may have trouble troubleshooting and resolving technical issues related to the software, and may require assistance from a technical support team.
Live Bookkeeping is a service offered by Intuit for QuickBooks Online users. It is designed to provide small business owners with real-time, professional bookkeeping support. This service is provided by a team of certified QuickBooks ProAdvisors who work remotely to help users manage their financial records and stay on top of their bookkeeping tasks.
The service includes:
Automatic data categorization:
Transactions from bank and credit card accounts are automatically categorized for easy tracking.
Real-time financial insights:
Users can access real-time financial insights and reports to help them make informed decisions about their business.
Error resolution:
The ProAdvisors work to resolve errors and discrepancies in the financial records.
Reconciliations:
ProAdvisors help users reconcile their accounts, ensuring that their financial records are accurate and up-to-date.
Tax preparation:
ProAdvisors can help users prepare their tax returns and provide guidance on tax-related matters.
Customized bookkeeping:
ProAdvisors can provide customized bookkeeping services based on the specific needs of the business.
This service is provided on a monthly subscription basis and typically requires a commitment of at least 3 months. It’s designed for businesses that need additional bookkeeping help and would like to have a professional to help them stay on top of their books.