As a sole proprietor, you already wear the many hats it takes to run a business — including that of “bookkeeper.” That role includes a juggling act of separating personal and business transactions, tracking cash flow, and paying business taxes — all from various bank accounts and financial apps. If you’re ready to consolidate your business finance and banking tools in one place, it’s time to level up your financial management with an intuitive version of QuickBooks that’s expertly designed for your one-person business.
Features of QuickBooks Solopreneur
QuickBooks Solopreneur has features designed to help your one-person business thrive. Learn more about what’s included:
Get set up for success in no time
Getting started with QuickBooks Solopreneur is easy. No matter how you’ve been tracking your business finances, importing your data is fast and simple — so you (and your business) won’t miss a beat. Speed up your initial setup by automatically importing your spreadsheet data and bank account connections for instant business insights.
Track profitability
You started your business because you’re passionate about your work, not necessarily because you have a deep understanding of financial reports and terms. Fortunately, you don’t have to be a financial expert. QuickBooks Solopreneur makes it easy to track income and expenses, run reports, and get a clear view of your business performance. Easy-to-understand reports and dashboards help you see exactly where your business stands at a glance, so you can make informed, data-backed decisions.
Create actionable business goals and track your progress
As a one-person show, it can be hard to look back and gauge how far you’ve come since you launched your business — or how far you have to go to hit your financial goals. Use QuickBooks Solopreneur to set realistic customer and revenue growth goals with target dates, and track your progress, right on your dashboard. You’ll always know exactly where you are in your journey and what you need to do to get ahead or stay on track.
Separate business and personal expenses
Keeping your personal expenses separate from your business expenses is important for many reasons — it helps you accurately track business performance, file business taxes, and maximize your deductions. But separating your expenses doesn’t have to be a pain. QuickBooks Solopreneur automatically categorizes and separates your business and personal expenses for easy review — so sorting bank and credit card transactions is effortless.
Manage business banking
Sign up for a free QuickBooks Checking account in QuickBooks Solopreneur for instant payment deposits and high-yield savings.* It’s a bank account reimagined for small businesses that helps you move, manage, and grow your money with confidence. QuickBooks Checking is free to open, with no monthly fees, overdraft fees, or minimum balances.* With a QuickBooks Checking account in QuickBooks Solopreneur, you have everything you need to streamline your money management.
Invoice and accept payments
Small businesses notoriously struggle to get invoices paid on time. Professional, easy-to-pay invoicing can make all the difference. Create professional, custom, pay-enabled invoices that you can send from any device in QuickBooks Solopreneur and get paid 4x faster.¹ Track invoice status, send payment reminders, and accept optional tips — all in one place. Less tracking down errant invoices, more getting paid on time.
Your accounting, your taxes. All in one place.
Taxes are taxing. Save time and effort by seamlessly moving from books to taxes with QuickBooks Solopreneur. Prepare your current tax year return with unlimited expert help and get your maximum deductions, guaranteed. Access live tax experts powered by TurboTax and pay only when you file. Costs vary based on entity type and start from $169. Subject to eligibility.*
Automatic mileage tracking
Are you maximizing your mileage deductions? Whether you drive full-time or occasionally make deliveries, mileage can be one of the largest tax deductions for a small business. Use QuickBooks Solopreneur to track mileage automatically via your phone’s GPS, then categorize trips with just a swipe, so your business miles are organized come tax time.*
Calculate sales tax
Calculating sales tax correctly is one of the toughest things for a small business owner to learn — and miscalculating sales tax is one of the most common mistakes. It’s tricky to keep track of what’s taxable, which rate you should use, and what to do with the sales tax you collect. Almost every state has it’s own sales tax rate — and some cities. QuickBooks Solopreneur eliminates the burden of calculating sales tax. Sales tax is calculated for you whenever it's applied — and QuickBooks tracks rate changes for you, so you can send invoices faster and with confidence knowing your numbers are spot on.
Create estimates
When you need to give your customers a quote or bid, QuickBooks Solopreneur makes it easy and accurate. Customize professional estimates, accept mobile signatures, and see the status of your estimates, all in one place. When the job begins, convert your estimates into invoices that get paid fast.
Run your business anytime, anywhere
As a small business owner on the go, you need a financial tool that goes with you. No matter where you operate your business, you can seamlessly track mileage, send invoices and estimates, view reports, and more with the QuickBooks Mobile app.* Work anywhere and run your business from your phone — QuickBooks automatically backs up your data to the cloud and syncs across all your devices.
