Compare Plans (Essentials, Plus, Advanced)

Have Internet Access?  Print checks, track your income and expenses….anywhere!

Capacity and Productivity ToolsEssentialsPlusAdvanced
Regular Price Monthly$35$60$150
User Count - Maximum Full Access (Named users)3525
User Count - Timesheet Logins (Vendors and Employees keypunch their time)UnlimitedUnlimitedUnlimited
User Count - ReportsNoneUnlimitedUnlimited
Databases - company data files per subscription111
Recommended Combined Total of 'Names': Customers + Vendors + Other names + Employees (12)10,00010,00010,000
Reports - Ready to use40+65+65+
Smart Reporting (powered by Fathom)
Excel Reports - export reports to Excel or PDF
Custom Fields - (30 Characters Purchases or Sales only)3310
Custom Fields Data Type (Date, Number, Drop List, and Text). Works on Customer List too!
Price levelsNoneNoneNone
Class and Locations (Combined total is 40)None40Unlimited
Chart of Accounts250250Unlimited
Phone Support - Unlimited technical support¹⁰ and upgrades
Smartphone Access - access your data⁴ from a tablet or smartphone⁶
Trial - Free 30-day Trial⁹Call UsCall UsCall Us
Credit Card Payments - Accept online and mobile payments. Send invoices with PAY NOW button, and customers pay you online. Accept credit cards in software¹³Extra FeesExtra FeesExtra Fees
Online Banking - Download transactions from your bank and credit card accounts¹
Multi-Currency (Buy and sell internationally)
Attach Images and Documents

Inventory FeaturesEssentialsPlusAdvanced
Inventory Tracking - Basic & simple
Reorder Point
Units of MeasureNoneNoneNone
Fixed Asset ItemsNoneNoneNone
Integration with other Inventory SoftwareYes! Call usYes! Call usYes! Call us

Security, Setup, & BackupEssentialsPlusAdvanced
User Permissions - (Separate By Vendors & Customers)
User Permissions - (Separate Reports Only User)None
User Permissions - (Separate by Invoices & Estimates)
Accountant Access - Invite up to two accountants to access your data⁷
Backup - Automatic Backups Online⁴
Setup - Import data from Excel² or QuickBooks desktop³
Data Encryption: 128-bit Secure Sockets Layer (SSL)-5

See window by window access per user.  Click here

Vendors & PurchasingEssentialsPlusAdvanced
Purchase orders
Bill Entry - schedule vendor payments for later
Pay Bills - manage and pay bills from vendors
Accounts or Items - Post bills to an account or an Item

Customers and SalesEssentialsPlusAdvanced
Batch Invoicing
Recurring Invoices - automatically bill on a recurring schedule
Estimates & Invoices
Progress Invoicing - create invoices based on completion of your estimate
Delayed Charges - Capture or log charges by customer and invoice them at a later date
Sales OrdersNoneNoneNone
Price LevelsNoneNoneNone
Sales Rep ListNoneNoneNone
Job Tracking - Double sided itemsNone
Copy Estimates Purchase Order (Vendor must be assigned)None
Project tracking - Streamline costing and reports by projects. An alternative to "sub-customers".None

Payroll, Employees & SubcontractorsEssentialsPlusAdvanced
1099's - Prepare and print 1099's
Timesheet - Give employees and subcontractors "limited access" to timesheet to enter time worked. Unlimited timesheet users
Billable Time - mark and track hours as billable to a customer
Payroll - Do it yourself. Pay employees, deductions, and file payroll tax formsExtra FeesExtra FeesExtra Fees
Batch Time SheetsNoneNoneNone

Payroll Pricing

QBO Payroll - FeaturesCorePremiumElite - New!
Who does the payroll work?Do it YourselfIntuitIntuit
Monthly Pricing Starts at....$45$75$125
Additional Fee "per" each Employee/Monthly$4$8$10
Calculate paychecks
Form Filing - IRS/State
Tax payments - IRS/State
Garnishments
Employee Online Access - Stubs, W2, PTO, Allowances
USA Based Phone Support
Auto Payroll - Salaried Employees OnlyNew!New!New!
Direct DepositNext DaySame DaySame Day
Set-up/Onboarding Review Only
Compliance HelpNew!New!
HR Portal by Mammoth (Forms, QA, Info)
HR "Advisor" by Mammoth
Tax resolution service
Tax Penalty Protection by Intuit, Inc
Buy Health Insurance from Simply InsuredExtra FeesExtra FeesExtra Fees
T-SHEETS - Features Included:
Tsheets - Time Tracking
Track time on any device
Streamlined payroll and invoicing
Job and shift scheduling
See who’s working
Time-off management
Photo attachments
Time clock kiosk with facial recognition
Unlimited live customer support
Project estimates vs actuals reporting
Track project progress to plan
Project activity feed and messaging
Timesheet signatures
Geofencing
Assign Task/Item to recordNoNoNo

Disclosure - Terms and Conditions

Terms and Conditions
1Subject to Intuit’s Terms and Conditions for QuickBooks Online Subscriptions.
2Tax - Subject to Sales Tax where applicable.
3Return Policy - Within 60-days of purchase (Prepaid plans only).
4Cancellation - you may cancel your subscription at any time to avoid future payments. Upon cancellation for any reason, you forfeit your data.
5If you cancel your account, don’t pay your monthly fee, or delete your database, your promotional discount is terminated, and you forfeit your data.
6Your account will be cancelled if you do not provide credit card payment to Intuit after your initial subscription period. Trial accounts: 30-days of service. Prepaid plans: after your initial paid term.
7After expiration of any promotional discount, you authorize Intuit to charge your credit card thereafter at the then-current list price, plus applicable sales tax, unless you cancel.
8We reserve right to deny activation of any account with incomplete information.
9One company datafile per subscription. In other words, one set of books per subscription.
10Your payroll subscription fees will also vary based on your monthly employee count.
11This order excludes installation, training, design, setup, data conversion, support, and other fee-based services from us. We offer consulting services under a separate written engagement.
12CMA Accounting and Consulting, Inc. (CMA) is a member of the Intuit Reseller Program. As such, we receive a selling commission from Intuit, Inc if you purchase certain software licenses or services. We will place your order directly with Intuit, Inc. on your behalf. Your use of the software service is regulated by the terms of the end user license agreement which is included with the software. Product warranties, if any, are provided by the manufacturer or publisher of the Products. As such, CMA disclaims all warranties, including but not limited to the warranty of merchantability and the implied warranty of fitness for a particular purpose.
13 Internet Connection required.
14Additional elective services may increase your monthly fee (Payroll for example).