Learn how to monitor your cash flow and apply your financial data to make informed decisions for your business.
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See your full financial picture
Manage your cash flow like a pro. Know where your business stands today and plan for expenses down the road.
Connect your accounts
Sync your bank accounts and credit cards with QuickBooks to get transactions imported automatically.
Simple, powerful dashboard
Get a consolidated view of money in and out. Real-time insights help you monitor and manage your cash flow from one place—even on the go.
Prepare for tomorrow
Plan for your future cash flow, today. See how expenses, like new equipment or hiring an employee, will affect your position over the next few months.
Cash flow confidence
Get paid faster
Create and send invoices in QuickBooks so it’s convenient for your customers to pay online right away.*
Track invoices real-time
See when customers view and pay invoices, and get an up-to-date picture of your cash flow to make smarter financial decisions.
Manage bills efficiently
Stay ahead of bills. Pay multiple bills and vendors at once, track due dates, and set up recurring payments.
Financial reports made easy
Get the numbers you need with reports like income statement, balance sheet, cash flow statement, profit and loss, and more. It’s easy to create, customize, and share professional-looking reports that take the guesswork out of planning and keep your team in the loop.
With you on the go
Today, work happens everywhere. With the QuickBooks mobile app, it’s easy to send invoices, track expenses, monitor cash flow and more—wherever you go.*
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EasyStart
Build your financial foundation
1 user
Plus access for your accountant
Includes:
Intuit Intelligence
- Categorizes your transactions quickly and accurately
- Flags potential tax issueswith Sales Tax AI
- Chat for instant insightsBETALimited queries
- Delegate tasks to AIBETA
- Run standard business reports
- Invoice and get paid
Plus
Boost efficiency and profitability
Bonus savings
5 users
Plus access for your accountant
Everything in EasyStart, and:
Intuit Intelligence
- Finds and fixes errorswith Accounting AI
- Sources leads, helps follow upwith Customer AI
- Chat for instant insightsBETALimited queriestopFeatureList
- Delegate tasks to AIBETA
- Run enhanced business reports
- Plan budgets
- Track inventory
- Project profitabilitySee how every project is tracking, so you can control costs and maximize profit.
- Multi-currency
- Track classes and locations (up to 40)
built for scale
built for scale
Advanced
Scale with greater customization
Bonus savings
25 users
Plus access for your accountant
Everything in Plus, and:
Intuit Intelligence
- Pre-fill details, start work fasterwith Project Management AI
- Gives tailored financial insightswith Finance AI
- Chat for instant insightsBETALimited queries
- Delegate tasks to AIBETA
- Custom report builder
- Customize user permissions and access
- Send batch invoices and expenses
- Sync data from Excel
- Track classes and locations (unlimited)
- Workflow automation
- Revenue recognition
- Backup and restore your data
- Priority support and on-demand training
Compare all features
EasyStart
Build your financial foundation
Plus
Boost efficiency and profitability
Bonus savings
built for scalebuilt for scale
Advanced
Scale with greater customization
Bonus savings
Intuit Intelligence
Intuit Intelligence chat
BETA
Ask anything—from “What’s driving my profit?” to “What invoices am I waiting on?”—and get instant, contextual answers in clear, concise language.**
Sales Tax AI
Catch errors quickly and stay compliant with AI support that identifies discrepancies and provides recommendations for reconciliation.**
Accounting AI
Bookkeeping reimagined for today. Smart books that go beyond intelligent categorization to deliver cleaner, more accurate books.**
Customer AI
Turn interest into new business automatically. Customer AI helps you manage leads, follow-ups, and proposals to help accelerate your growth.**
Finance AI
Make faster, data-backed decisions and plan for the future with an AI agent that analyzes progress toward your KPIs and delivers scenario planning specific to your business.**
Project Management AI
Gets projects started faster by auto-populating drafts with details pre-filled.**
Accounting
Automated bookkeeping
QuickBooks learns how you categorize income and expenses and then automatically matches and records transactions from then on.
Tax deductions
Automatically sort business expenses into tax categories to keep more of what you earn.
Automated bank feeds
Connect your bank accounts directly to QuickBooks to automatically sync transactions for accurate, real-time data.
Smart expense categorization
Intuit AI uses next-level intelligent automation to speed up expense categorization with improved accuracy.
Multiple currencies
Record transactions in other currencies without worrying about exchange rate conversions.
Anomaly detection and resolution
Close your books in a fraction of the time with advanced AI that includes anomaly detection that automatically finds and resolves discrepancies with you in control.
Revenue recognition
Easily track deferred revenue for accurate reporting and compliance.
Auto-track fixed assets
Automatically track fixed asset values, access all fixed asset info in one spot, and get insights about what may come next.
Expenses
Auto-match transactions
When you pay vendors, QuickBooks records the transaction and matches it for you.**
Receipt capture
Snap photos of your receipts and categorize them on the go.
Mileage tracking
Automatically track kilometres, categorize trips, and get sharable reports.
Bill management
Organize and track your business bills online.
Sales and Get Paid
Estimates
Customize estimates, accept mobile signatures, see estimate status, and convert estimates into invoices.
Invoice and payments
Accept credit cards and bank transfers in the invoice with QuickBooks Payments, get status updates and reminders.
Sales and sales tax
Sales tax is calculated and tracked for you so you can file confidently with the CRA.
Recurring invoices
Automatically invoice clients who have regularly-scheduled orders.
Customer Hub
Customer management
Centralize all customer information and filter for insights with custom fields.
Notes and tasks management
Keep an organized list of notes and to-dos for each customer—with automated reminders that you can assign to specific employees.
Reputation management
Capture referrals, testimonials, feedback, and work requests from your customers.
Lead management
Track new leads and existing customer opportunities in one place—and view their status in the sales cycle.
Contract upload and e-signature
Upload and store contracts and get e-signatures from your customers.
Proposals
BETA
Create professional-looking proposals with your branding, custom fields, and e-signatures. Track status and set follow-up reminders to keep deals moving with ease.
Time
Enter time
Enter employee time by client or project and automatically add it to invoices.
Project Management
Project profitability
See how every project is tracking, so you can control costs and maximize profit.
Project management
Automatically create projects and track work with continuous project cost allocation, helping keep you more on time and on budget.
Inventory
Inventory tracking
Track products, cost of goods, see what’s popular, create purchase orders, and manage vendors.
Purchase orders
Create and send purchase orders to your vendors whenever you need to buy supplies, then add it to a transaction so your books are up to date.
Sales orders
Keep track of items you agreed to sell to customers in the future.
Business Intelligence
Cash flow planning
See your historical cash flow based on your past bank transactions and plan for future events.
Budgeting
Create budgets with real-time data you can collaborate with your team on.
Forecasting
Use your historical financial data to analyze trends and create projections of future outcomes, so you can make better-informed business decisions.
Custom report builder
Build and save reports that are tailored to your business needs.
Data sync with Excel
Seamlessly send data back and forth between QuickBooks Online Advanced and Excel for more accurate business data and custom insights.
Connected Platform
Users
Invite your accountant to access your books, control user-access levels, and share reports without sharing a log-in.
Mobile app
Enter transactions, record expenses, invoice customers, and send reports anywhere. QuickBooks automatically backs up your data to the cloud and syncs across all your devices.
Automatic business feed
Keep track of your high-level business performance, with real time updates on what needs your attention.
Integrate with hundreds of apps
Eliminate manual data entry by integrating apps you already use with QuickBooks Online, so data flows in automatically, and you can see everything in one place.
Autosave & Data Protection
Your work is automatically saved as you go. When you exit a page with unsaved changes, we'll remind you to save before you close.
Reports
Run and export reports including profit & loss, balance sheets, and accounts payable and receivable.
Custom roles and permissions
Create and manage users and pre-defined roles, assigning them specific access levels to various areas of QuickBooks.
Custom fields
Tailor QuickBooks to your business with custom fields that you can use to capture specific customer, vendor, employee, product, and service details.
Class and location tracking
Measure which products, services, and locations are generating the most revenue for your business—and which can be optimized to perform better.
Workflow automation
Save time and mitigate risk with automated workflows and set reminders for improved cash flow and more.
Batch invoices and expenses
Create invoices, enter, edit, and send multiple invoices faster.
Backup and restore
Continuously and automatically back up your changes, restore a specific version of your company, and view version history.
Premium support
Front-of-the-line support over phone and chat.
ARTICLE
Cash flow analysis: how to do it, benefits & examples
Learn how to conduct a cash flow analysis for your business. This article explores the key benefits and techniques to manage cash flow effectively.
ARTICLE
5 steps to preparing a cash flow forecast
How is cash flow different from revenue? Cash flow can be an even more important indicator of your financial health. Learn the many variables that impact your cash flow, and how to manage them all for a strong financial outlook.
ARTICLE
Harness the power of AI
QuickBooks Online’s built-in cash flow planner can map out your regular expenses and incoming payments, and use predictive technology to project your financial picture at 30 and 90 days.
Frequently asked questions
Call Sales: 1-888-829-8589
