Maximize tax deductions

Help avoid tax-time surprises

• Share your books with your accountant or export important documents come tax time
• Easily organize income and expenses into tax categories
• Automatically sort business expenses into the right tax categories to keep more of what you earn

Send estimates

Get hired with professional estimates.

• Customize estimates to fit your brand and business needs
• Accept mobile signatures and instantly see estimate status
• Convert estimates into invoices with ease

Track sales & sales tax

Keep sales in sync no matter how you get paid

• Accept credit cards anywhere with our mobile card reader or sync with popular apps
• Connect to the e-commerce tools you love including Shopify*
• Automatically calculate taxes on your invoices

Manage & pay bills

Pay bills on time, every time

• Organize bills in one place, plus schedule and make payments online right in QuickBooks.
• Pay online for free via bank transfer or debit card, or defer payments via credit card (2.9% fee).
• Choose how you want vendors to get paid, by check or contact-free direct deposit.

Multiple users

Save time when you work together**

• Invite your accountant to access your books for seamless collaboration
• Give employees specific access to features and reduce errors with auto-syncing
• Protect sensitive data with user-access levels and share reports without sharing a log-in

Track time

Clock employee time and billable hours

• Track billable hours by client or employee and automatically add them to invoices
• Enter hours yourself or give employees protected access to enter their own time
• Seamlessly integrate with QuickBooks Time for simpler time tracking*

Track inventory

Stay stocked for success

• Track products, cost of goods, and receive notifications when inventory is low
• See what’s popular, create purchase orders, and manage vendors
• Import from Excel or sync with Amazon, Shopify, Etsy, and more*

Manage 1099 contractors

Stay compliant on all your 1099s

• Assign vendor payments to 1099 categories
• See who you’ve paid, what you’ve paid, and when
• Prepare and file 1099s right from QuickBooks*

Track project profitability

Manage work your way

• Get a bird’s eye view of all your projects, all in one place
• Easily track labor costs, payroll, and expenses with job costing
• See project profitability in a glance with clear dashboards and reports

Capture & organize receipts

Ditch the shoebox and save with a snap

• Use your phone to snap and save photos of receipts
• Easily sort and link expense receipts to transactions
• Stay organized and ready for tax season with everything in one place

Restore company data

Easily restore QuickBooks data

• Continuously and automatically back up your changes
• Restore a specific version of your company based on a chosen date and time
• View a log of version histories with a count of all changes made

Business analytics & insights

Get actionable insights with smart reporting by Fathom^TM** — worth $468/year

• Track financial & non-financial KPIs to see how well your business is performing with in-depth analysis tools
• Create presentation-ready & customizable reports with easy-to-read visuals
• Compare, rank and benchmark your companies, clients or franchisees

Download sample report

Enhanced custom fields

• Create more detailed reports with multiple field types
• Add up to 10 custom fields
• Search, sort, and filter the data you need, faster

Batch invoices & expenses

Speed up transactions with batch import & send**

• Create invoices 37% faster with batch invoicing¹
• Enter, edit, and send multiple invoices, checks, expenses, and bills in a few clicks
• Cut and paste from Excel—right into the QuickBooks batch transactions sheet

Automate workflows

Reduce errors and improve efficiency with automated workflows

• Save time and mitigate risk with automated workflows
• Configure reminders and triggers based on your own rules
• Automate reminders for improved cash flows and more

Customize access by role

Put the right information in the right hands

• Easily control who can and can’t see your sensitive data
• Assign work to particular users or sales reps and increase your team’s productivity
• Create custom permissions for deposits, sales transactions, expense reports, and more

Custom user permissions

Put the right information in the right hands

• Easily control who can and can’t see your sensitive data
• Assign work to particular users or sales reps and increase your team’s productivity
• Create custom permissions for deposits, sales transactions, expense reports, and more

Dedicated account team

VIP support with Priority Circle membership**

• Contact a dedicated account team who will get to know you and your business and connect you to the right resources
• Conveniently call, email, or schedule an appointment with your dedicated account team whenever a support issue arises
• Resolve technical support issues quickly—top-tier QuickBooks experts are available 24/7 on the phone or via chat

Make every mile count

• Reliably and automatically track miles with your smartphone’s GPS.
• Categorize business and personal trips with a swipe and add trips manually.
• Get shareable reports that break down miles driven and potential deductions.

Cover the basics—easily pay your team and have your payroll taxes done for you.

• Federal and state payroll taxes are calculated, filed, and paid, automatically.**
• Let Auto Payroll do the work. After an initial setup, payroll will run automatically. You stay in control with clear alerts and notifications.
• Access a full suite of employee services, including health benefits and workers’ comp, managed right from your payroll account.**

Access on-demand experts to simplify payday and protect what matters most.**

• With our Tax Penalty Protection, we’ll resolve filing errors and pay penalties.**
• Manage your time and money with same-day direct deposit. Run payroll by 7 AM PT / 10 AM ET for deposit by 5 PM PT / 8 PM ET.**
• Let your team access payroll reports or hours entered while maintaining full control by granting user permissions.

Access on-demand experts to simplify payday and protect what matters most.**

• With our Tax Penalty Protection², we’ll resolve filing errors and pay penalties and fees.**
• Get answers to your HR questions on topics like compliance, hiring best practices, crafting job descriptions, and more.**
• A payroll professional will set up payroll for you and answer any questions, so you can get started fast. Our experts are here to help.

Enhanced custom fields

• Create more detailed reports with multiple field types
• Add up to 10 custom fields
• Search, sort, and filter the data you need, faster

Simplify your payments process

• Get 20 free* bank transfers per month for 2 months
• Pay vendors, contractors, and bills right from QuickBooks
• Sync your payments automatically to eliminate double data entry

Your bookkeepers can

• Set up your books and tailor the product to fit your business
• Review and close your books each month via video chat with screenshare
• Categorize expenses and income, reconcile accounts, and run monthly business reports
• Generate accurate year-end reports for your business when it’s time to file taxes

On-demand online training

Online QuickBooks training with Priority Circle membership**

• Get free online training valued at $3,000 so you and your team can master new features
• Start and stop the training when it’s convenient, and watch as often as you like
• Get the most out of the features and capabilities in QuickBooks

Enhanced custom fields

Enhanced custom fields³

• Create more detailed reports with multiple field types
• Add up to 10 custom fields
• Search, sort, and filter the data you need, faster

Manage cash flow

Plan, save, and bank—all in one place

• Open a QuickBooks Cash account for business banking right inside QuickBooks.*QuickBooks Cash account: Banking services provided by and the QuickBooks Visa^® Debit Card is issued by Green Dot Bank, Member FDIC, pursuant to license from Visa U.S.A. Inc. Green Dot Bank operates under the following registered trade names: GoBank, Green Dot Bank and Bonneville Bank. Registered trade names are used by, and refer to, a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage. Account funds are FDIC-insured up to the allowable limits upon verification of Cardholder’s identity. Visa is a registered trademark of Visa International Service Association. Green Dot is a registered trademark of Green Dot Corporation. ©2020 Green Dot Corporation. All rights reserved. QuickBooks products and services, including Instant Deposit, QuickBooks Payments, Cash flow planning / forecasting are not provided by Green Dot Bank.
• Get paid online or in-person—deposited instantly at no extra cost, if eligible.*Free Instant Deposit: Includes use of Instant Deposit without the additional cost. Instant deposit is an additional service offered by QuickBooks Payments subject to eligibility criteria. Standard rates apply for ACH, swiped, invoiced, and keyed card transactions. Deposits are sent to the bank account linked to your QuickBooks Debit Card or another eligible debit card in up to 30 minutes. Deposit times may vary for third party delays.
• Earn 1% APY interest, and save for goals and expenses with digital Envelopes.*Annual percentage yield: The annual percentage yield (“APY”) is accurate as of 9/28/20 and may change at our discretion at any time. The APY is applied to deposit balances within your primary QuickBooks Cash account and each individual Envelope. We use the average daily balance method to calculate interest on your account. See Deposit Account Agreement for terms and conditions.
  Envelopes: You can create up to 10 Envelopes. Money in Envelopes must be moved to the available balance in your primary deposit account before it can be used. Envelopes earn interest as well. Each Envelope will automatically earn interest once created, which will be separately tracked from the primary account and any other Envelope. The interest will be applied to deposit balances in each individual Envelope at the end of your Billing Cycle. See Deposit Account Agreement for terms and conditions.
  QuickBooks Payments and QuickBooks Cash accounts: Users must apply for both QuickBooks Payments and QuickBooks Cash accounts. QuickBooks Payments’ Merchant Agreement and QuickBooks Cash account’s Deposit Account Agreement apply.
• Forecast cash flow 30 and 90 days out to plan ahead and stay ahead.