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Compare Plans (Essentials, Plus, Advanced)
Capacity and Productivity Tools | Essentials | Plus | Advanced |
---|---|---|---|
Regular Price Monthly | $60 | $90 | $200 |
User Count - Maximum Full Access (Named users) | 3 | 5 | 25 |
User Count - Timesheet Logins (Vendors and Employees keypunch their time) | Unlimited | Unlimited | Unlimited |
User Count - Reports | None | Unlimited | Unlimited |
Databases - company data files per subscription | 1 | 1 | 1 |
Recommended Combined Total of 'Names': Customers + Vendors + Other names + Employees (12) | 10,000 | 10,000 | 10,000 |
Reports - Ready to use | 40+ | 65+ | 65+ |
Reclassify Transactions - Move a group of transactions to a different account in a single batch. (Advanced & Accountant only) | √ | ||
Excel Reports - export reports to Excel or PDF | √ | √ | √ |
Custom Fields - Advanced - 12 Each for Customers, Vendors, and common Sales/Purchasing Forms. (Max of 3 "printed" on Sale/Purchase Forms). None for Employees. | 3 (Sales Forms Only) | 3 (Sales & Purchases Forms) | 12/156 |
Custom Fields Data Type (Date, Number, Drop List, and Text). Works on Customer List too! | √ | ||
Price levels | None | None | None |
Class and Locations (Combined total is 40) | None | 40 | Unlimited |
Chart of Accounts | 250 | 250 | Unlimited |
Phone Support - Unlimited technical support¹⁰ and upgrades | √ | √ | √ |
Smartphone Access - access your data⁴ from a tablet or smartphone⁶ | √ | √ | √ |
Trial - Free 30-day Trial⁹ | Call Us | Call Us | Call Us |
Credit Card Payments - Accept online and mobile payments. Send invoices with PAY NOW button, and customers pay you online. Accept credit cards in software¹³ | Extra Fees | Extra Fees | Extra Fees |
Online Banking - Download transactions from your bank and credit card accounts¹ | √ | √ | √ |
Multi-Currency (Buy and sell internationally) | √ | √ | √ |
Attach Images and Documents | √ | √ |
Inventory Features | Essentials | Plus | Advanced |
---|---|---|---|
Inventory Tracking - Basic & simple | √ | √ | |
Reorder Point | √ | √ | |
Units of Measure | None | None | None |
Fixed Asset Items | None | None | None |
Integration with other Inventory Software | Yes! Call us | Yes! Call us | Yes! Call us |
Security, Setup, & Backup | Essentials | Plus | Advanced |
---|---|---|---|
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 & Purchasing | Essentials | Plus | Advanced |
---|---|---|---|
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 | √ | √ | √ |
Receipt Capture (Avoid Keypunch with OCR. View document with transaction) | √ | √ | √ |
Customers and Sales | Essentials | Plus | Advanced |
---|---|---|---|
Batch Invoicing | √ | ||
Recurring Invoices - automatically bill on a recurring schedule | √ | √ | √ |
Estimates (Only Advanced Allows "Costs" and Revenue Items) | √ | √ | √ |
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 Orders | None | None | None |
Price Levels | None | None | None |
Sales Rep List | None | None | None |
Job Tracking - Double sided items | None | √ | √ |
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 & Subcontractors | Essentials | Plus | Advanced |
---|---|---|---|
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 forms | Extra Fees | Extra Fees | Extra Fees |
Batch Time Sheets | None | None | None |
Payroll Pricing
QBO Payroll - Features | Core | Premium | Elite - New! |
---|---|---|---|
Who does the payroll work? | Do it Yourself | Intuit | Intuit |
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 Only | New! | New! | New! |
Direct Deposit | Next Day | Same Day | Same Day |
Set-up/Onboarding | Review Only | √ | |
Compliance Help | New! | 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 Insured | Extra Fees | Extra Fees | Extra 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 record | No | No | No |
Disclosure - Terms and Conditions
Terms and Conditions - QuickBooks Online Subscriptions (Simple Start, Essentials, Plus, Advanced) | |
---|---|
1 | Subject to Intuit’s Terms and Conditions for QuickBooks Online Subscriptions. |
2 | Tax - Subject to Sales Tax where applicable. |
3 | No returns with a Free trial. If you prepay 12-months of service on your initial purchase, you may return within 60-days of purchase (Prepaid plans only). |
4 | Cancellation - you may cancel your subscription at any time to avoid future payments. To cancel your QuickBooks Products subscription at any time go to Account & Settings in QuickBooks and select "Cancel." Your QuickBooks Products cancellation will become effective at the end of the monthly billing period. You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the billing period. You effectively forfeit your data after cancellation. |
5 | If you cancel your account, don’t pay your monthly fee, or delete your database, your promotional discount is terminated, and you forfeit your data. |
6 | Your 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. |
7 | After 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. |
8 | We reserve right to deny activation of any account with incomplete information. |
9 | One company datafile per subscription. In other words, one set of books per subscription. |
10 | Your payroll subscription fees will also vary based on your monthly employee count. |
11 | This 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. |
12 | CMA 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. |
14 | Additional elective services may increase your monthly fee (Payroll for example). |