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QuickBooks Online Essentials - Save More!
QuickBooks Online Essentials - Save More!
QuickBooks Online Essentials
List Price: $720/Year or $60/Month
Annual Plan: 37% Off
1st Year Total: $454
You prepay $454 for 12-months of service
3-Users
Payroll not included
Cancel Anytime
Monthly Plan: 30% Off
1st Year Total: $504
Pay $42 Monthly (For 12-months)
3-Users
Payroll not included
Cancel Anytime
Get 1st Month Free!
- Monthly Plan: Enjoy 30-days free! Your card won’t be charged until the 2nd month. Affordable low-monthly payments.
- Annual Plan: Best Deal! Prepay your first 12-months and save more.
- Sales Tax: added where applicable.
- Payroll: available for an extra monthly fee.
QuickBooks Online is the same as Desktop software, right? NO! Comparing Desktop to Online software is like comparing a Mac to a PC. They are different! But Online might serve you better. We can help…just ask.
Full List of Essentials Features
| 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 |
| 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 |
| 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 | √ | √ |
QuickBooks Online Benefits –
Work from anywhere with an Internet connection. Bring your own device. Smart Phones, Laptops, Macs, and PC’s give you many options to access your data.
Move to the Cloud…..never install a software update again! That’s right. As new features are added to your software, they become automatically available to you the next time you login. This allows you to focus on your business and gets you out of the IT business.
Also, give your accountant access, and keep your books up to date. You control access and security rights of your users.
Connect QuickBooks Online Essentials to your Bank and Credit Card accounts. This will speed up your reconciliations and improve the accuracy of your books.
Need more than 3-users in the future? Get 5-users by Upgrading to QuickBooks Online Plus. Choose QuickBooks Online “Advanced” and grow to 25-users!