Your all-in-one eBook to revolutionizing your small business
FINANCE AGENT
Improve profitability with smart insights
Drive profitability, get performance insights, and plan for your future with a Finance Agent that’s 100% committed to your business.

The big picture, in focus
Monitor cash flow and business performance with our straightforward reporting tools.
Business reporting made easy
Get a holistic look at how your business is doing, from income statements to balance sheets, all on your QuickBooks dashboard. Or track what’s coming in and what’s going out with a cash flow statement.
Set yourself up for success
By creating a customized spending road map you can ensure you’re working toward your business goals. And give investors the financial statements they need to approve you for a loan.
Customize professional reports
Track business performance at a glance and make informed business decisions with customizable, presentation-ready reports. Tailor your reports to the info that matters most, and keep your accountant in the loop with email updates.
Available only in QuickBooks Online Advanced
Available only in QuickBooks Online Advanced
There’s a QuickBooks for every business
Free unlimited support
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Buy now & saveBuy now & save
Free trial for 30 daysFree trial for 30 days
Simple Start
Build your financial foundation
1 user
Plus access for your accountant
Invite your accountant to access your books, control user-access levels, and share reports without sharing a log-in.**
Includes:
Intuit Intelligence
- AI-powered bank feedsCategorises your transactions quickly and accurately for fast approval.Categorizes your transactions quickly and accurately for fast approval.
- Income and expensesConnect your bank to have your transactions automatically imported and categorised.
- Invoices and quotesSend professional-looking quotes, estimates and invoices.
Essentials
Save time and focus on growth
3 users
Plus access for your accountant
Invite your accountant to access your books, control user-access levels, and share reports without sharing a log-in.**
Everything in Simple Start, and:
Intuit Intelligence
- AI-powered collaborationSpots transactions that need attention and starts a chat with your advisor for quick reconciliation.Works with your accountant to fill in and update gaps in your books.**
- Bill managementOrganise and track your business bills online.
- Multi-currencyRecord transactions in other currencies without worrying about exchange rate conversions.
Customer Favorite
Customer Favorite
Plus
Boost efficiency and profitability
5 users
Plus access for your accountant
Invite your accountant to access your books, control user-access levels, and share reports without sharing a log-in.**
Everything in Essentials, and:
Intuit Intelligence
- Anomaly detectionIdentifies potential errors in balance sheets and P&L reports and provides a path for resolution.**
- Customer AIPrioritises leads from your inbox and personalises email follow-ups.
- Inventory trackingTrack products, cost of goods, see what’s popular, create purchase orders, and manage vendors.
- BudgetingCreate budgets with real-time data you can collaborate with your team on.
- Recurring transactions
- Class and location trackingMeasure which products, services, and locations are generating the most revenue for your business—and which can be optimised to perform better.
Advanced
Scale with greater customization
25 users
Plus access for your accountant
Invite your accountant to access your books, control user-access levels, and share reports without sharing a log-in.**
Everything in Plus, and:
Intuit Intelligence
- Finance AIAnalyses your data against financial plans and surfaces proactive insights to drive profitability.
- Project Management AIGet projects started faster by automatically creating drafts with key details pre-filled.**
- Customise access by roleCreate and manage users and pre-defined roles, assigning them specific access levels to various areas of QuickBooks.
- Unlimited classes and locationsMeasure which products, services, and locations are generating the most revenue for your business—and which can be optimised to perform better.
- Custom report builderBuild and save reports that are tailored to your business needs.
- Workflow automationSave time and mitigate risk with automated workflows and set reminders for improved cash flow and more.
- Data sync with ExcelSeamlessly send data back and forth between QuickBooks Online Advanced and Excel for more accurate business data and custom insights.
Simple Start
Build your financial foundation
Essentials
Save time and focus on growth
Customer FavoriteCustomer Favorite
Plus
Boost efficiency and profitability
Advanced
Scale with greater customization
Intuit Intelligence
Accounting AI
Bookkeeping reimagined for today. Smart books that go beyond intelligent categorisation to deliver cleaner, more accurate books.**
— AI-powered bank feeds
Categorises your transactions quickly and accurately for fast approval.
— AI-powered collaboration
Spots transactions that need attention and starts a chat with your advisor for quick reconciliation.
— AI-powered anomaly detection
Identifies potential errors in balance sheets and P&L reports and provides a path for resolution.**
Customer AI
Prioritises leads from your inbox and personalises email follow-ups.
Finance AI
Analyses your data against financial plans and surfaces proactive insights to drive profitability.
Project Management AI
Get projects started faster by automatically creating drafts with key details pre-filled.**
Accounting
Income and expenses
Connect your bank to have your transactions automatically imported and categorised.
Automated bookkeeping
QuickBooks learns how you categorise income and expenses and then automatically matches and records transactions from then on.
Automated bank feeds
Connect your bank accounts directly to QuickBooks to automatically sync transactions for accurate, real-time data.
Multiple currencies
Record transactions in other currencies without worrying about exchange rate conversions.
Revenue recognition
Easily track deferred revenue for accurate reporting and compliance.
Expenses
Bill management
Organise and track your business bills online.
Sales and Get Paid
Invoice and quotes
Send professional-looking quotes, estimates and invoices.
Recurring invoices
Automatically invoice clients who have regularly-scheduled orders.
Customer Hub
Customer management
Centralise all customer information and filter for insights with custom fields.
Notes and tasks management
Keep an organised 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
Design and send professional, personalized proposals, and get easy client approval with e-signatures, turning prospects into customers.
Appointments
Skip the back-and-forth between other apps and allow your customers and leads to easily schedule phone or video meetings with you right in QuickBooks.
Time
Enter time
Enter employee time by client/project and automatically add it to invoices.
Project Management
Project profitability
See how every project is tracking, so you can control costs and maximise 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
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.**
Chart of accounts
Add up to 250 accounts (Unlimited in Advanced plan) in Chart of Accounts as separate line items
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.
Reports
Run and export reports including profit & loss, balance sheets, accounts payable and accounts receivable.
User management 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 optimised to perform better.
Workflow automation
Save time and mitigate risk with automated workflows and set reminders for improved cash flow and more.
Backup and restore
Continuously and automatically back up your changes, restore a specific version of your company, and view version history.
Helping small businesses around the world for 28 years and counting
Helping small businesses around the world for 28 years and counting
Frequently asked questions

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