Professional and
Field Services

Create estimates, track time, and send invoices with QuickBooks.

Delight clients with online estimates

Create estimates, email them to clients and convert them to invoices.

Create estimates or proposals

  • Send professional estimates, proposals, bids, and quotes
  • Create invoices with one click

Customize invoices

  • Add your logo and change colors to match your business
  • Customize forms so that they are relevant to you

Always have a handle on your projects

Keep all of your customers and projects organized.

Track clients

Track your clients all in one place

See client details, add notes, create projects, and see who owes you money.

 

Add projects

Add projects

When you do multiple projects for the same client, add each project as a sub-customer. That way you’re using QuickBooks as a lightweight CRM you can get lots of great data from later.


QuickBooks integrates with your time tracking tool

Track time using tools you've already got, then bill for the hours in QuickBooks.2

big-time

BigTime

QuickBooks integrates with over 400 popular business apps. See all

Send beautiful online invoices and get paid faster

Let your customers pay you online. Additional fees may apply.

Get paid 2x's faster

Add a Pay Now button to your online invoices and let your customers pay you.

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Enter work as you do it

Whenever you do work or buy materials for a client, add them to QuickBooks as Delayed Charges.

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Set up recurring invoices

For clients you do the same work for each month, set up recurring invoices.

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Get reimbursed

Assign an expense to a client when you enter it. Then add that expense to an invoice with one click.

Manage your spending and stay ready for tax time

Automated tools help you organize your receipts to maximize tax deductions.


Track expenses

Connect1 to your bank and automatically download all transactions including expenses, deposits, and transfers.
See how it works


Get answers anytime

Keep tabs on your business from your pocket. Access customer info, late invoices, and more - from your smartphone3See how it works


See how your business is doing

See how your business is doing with expense reports you can customize show you the information you want.
See how it works


Let QuickBooks learn to categorize

First, you categorize your transactions. QuickBooks learns your categories and starts categorizing for you. Good categories mean maximum tax deductions.


For Professional and Field Services, we recommend QuickBooks Essentials.

Simple Start

$15
$7
/mo

Save 50% for 6 months

or

  • Send and track custom invoices
  • Track income and expenses
  • Create and manage estimates
  • Sync bank accounts1 and apps

Essentials

Recommended

$30
$15
/mo

Save 50% for 6 months

or

  • Send and track custom invoices
  • Track income and expenses
  • Create and manage estimates
  • Sync bank accounts1 and apps
  • Manage and pay bills
  • Instant sales and profit reports

Plus

$40
$20
/mo

Save 50% for 6 months

or

  • Send and track custom invoices
  • Track income and expenses
  • Create and manage estimates
  • Sync bank accounts1 and apps
  • Manage and pay bills
  • Instant sales and profit reports
  • Track inventory
  • Prepare and print 1099s

Frequently Asked Questions

How do I import my data and get set up with QuickBooks?

You can get started with QuickBooks by importing your lists of customers and vendors and more from Excel.4

Can I add my accountant, bookkeeper, or tax pro?

Yes, invite up to 2 accounting professionals to access your data and collaborate with you for free. Once they accept your invitation, they'll automatically get signed up for QuickBooks Online Accountant, allowing them to access your data.

Can I connect with apps that I’m already using?

Go to QuickBooks Apps Store to see the tools that already integrate with QuickBooks. The list is always growing.

Important offers, pricing details, & disclaimers

 

  1. Online services vary by participating financial institutions or other parties and may be subject to application approval, additional terms, conditions, and fees.
  2. Each application has its own terms, conditions and fees.
  3. QuickBooks requires a computer with a supported Internet browser (see System Requirements for a list of supported browsers) and an Internet connection (a high-speed connection is recommended). The QuickBooks Online mobile app works with iPhone, iPad, and Android phones or tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.
  4. Microsoft Word and Excel integration requires Word and Excel 2003, 2007 or 2010. Data can be imported to QuickBooks Online Simple Start, Essentials, or Plus from the following QuickBooks desktop versions: Pro 2008 or later, Premier 2008 or later, Mac 2013 or later. Earlier versions: Basic 99-2005, Simple Start Edition, Pro & Premier 99-2007 can be imported using a downloadable tool. Import from QuickBooks desktop must be completed within the first 60 days of setting up your new QuickBooks Online account.

Terms, conditions, pricing, features, service and support are subject to change without notice.