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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