- author: Gerald Stein
QuickBooks is a popular accounting software with intuitive invoicing and expense management features. It allows you to track both vendors and clients and automates all billing and invoicing tasks for you. Over the years, it has been chosen by businesses of all sizes.
Plans & Pricing
QuickBooks offers a 30-day trial version of all of its following packages:
This package costs $15 per month and contains sales, expense and profit tracking along with sales tax management and the ability to create and send unlimited invoices. You get apps for PC, Mac and mobile and only one user can use the application along with your accountant.
The essentials package costs $23 per month and it can be used by 3 users in addition to your accountant. It gives you the bill-paying and management feature along with sales quote generation and the ability to transact in multiple currencies. All “Simple Start” features are also included.
The plus package costs $31 per month and can be used by up-to 25 users and your accountant. It lets you track inventory, create purchase orders, track job or project profitability and includes all the “essentials” features.
This package costs $10 per month, lets you track miles, incomes and expenses. It also lets you generate quarterly tax estimates and run reports.
Considering that QuickBooks is the most widely preferred invoicing solution, its rates are fairly reasonable.
Features & Functionality
Quickbooks has the following invoicing features that stand out:
Manage Everything On-The-Go
Quickbooks has applications that run on your mobile phone, laptop and tablet, allowing you to stay connected when on-the-go as well. All the management and tracking features are available across all platforms.
Quickbooks makes expense tracking very easy. You can record expenses depending on the tax time and you can even take photographs of receipts to save them from within your QuickBooks mobile application. You can attach a payee to an expense along with the bank/credit account and can even attach files if need be.
Invoice and Other Business Form Creation
Creating invoices, estimates and sales receipts on QuickBooks is intuitive and user-friendly. You can even customize the documents as you please before sending them to the recipients within moments. (Note: By adding an email during invoice creation, the invoice can be sent directly to the recipient.)
Customizable Reports and Dashboards
Quickbooks offers instant, real-time insights regarding your business’ current financial standing. You can easily create a customized report or can select from some of the default ones like expenses by supplier summary and company snapshot etc. The dashboard gives you an overall idea of your income, expenses, profits, losses and sales etc.
When you first sign up for QuickBooks, you are asked to “set up tax”. Once you enter the pertinent details like tax name, tax agency name, sales rate and reporting method, everything gets calculated automatically from then onwards.
Add-Ons and Integrations
QuickBooks integrates seamlessly with QuickBooks payments, QuickBooks payroll and QuickBooks online. Add-ons include Shoeboxed, Jobber, Bill.com, Method CRM and Time tracking by TSheets. Developers can also use the QuickBooks API to integrate their applications with QuickBooks.
Ease of use
QuickBooks can be setup within moments and has a clean, user-friendly design. The side menu-bar allows seamless switching between the most important sections like dashboard, sales, accounting and reports etc. Overall, if you are a person with some financial knowledge, QuickBooks shouldn’t present a learning curve to you.
Pros & Cons
- Very easy to use
- Clean, intuitive design
- Expense management
- Send invoices online
- Customize invoices
- Limited transparency of business health
- Can occasionally crash
- File-size issues
Quickbooks offers support via email, phone number, live chat and a ticketing service. Even though the support is not provided 24/7, the agents normally respond timely. The company also has a well-maintained blog and a YouTube channel where videos are uploaded sporadically.
Phone SupportThe company can be contacted by phone for assistance.
Live Online ChatChat with an agent on the website via live chat.
Video TutorialsThere are videos on the company's YouTube channel.
FAQBrowse the FAQ section for answers to common questions.
BlogVisit the company's blog to stay up to date on online invoicing topics.
When it comes to invoicing software, QuickBooks is one of the best. It has some great features like expense management and invoice customization that can make the life of you or your accountant easier. It also has a very intuitive, user-friendly design which makes it easy to learn and integrate into your business.