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Level 1

Maybe I don’t need QuickBooks essentials what is included in QuickBooks basic I can’t seem to find info on that. I only need to create invoices and track they are paid.

 
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QuickBooks Team

Maybe I don’t need QuickBooks essentials what is included in QuickBooks basic I can’t seem to find info on that. I only need to create invoices and track they are paid.

Hi there, 

 

Having the right subscription to QuickBooks Online is important, so that you're not paying for more services than you need for your business. I want to make sure you're given all the necessary information about our plans. 

 

If you're only using QuickBooks Online to create invoices and track payments, you'd be a great fit for QuickBooks Online EasyStart! 

EasyStart includes the following features:

  • Track income and expenses
  • Track sales and sales tax
  • Capture and organize receipts
  • Run reports
  • Invoice and accept payments
  • Progress invoicing
  • Maximize tax deductions 
  • Send estimates

You can also add either one of our Payroll services to the EasyStart plan. Take a look here for a complete list of features for EasyStart, as well as a comparison chart between this subscription and the other levels: Plans and Pricing.

 

Another option you may consider is using our QuickBooks Self-Employed version. This version of QuickBooks is for the solo-entrepreneur, and it doesn't support functions for employees, such as payroll. Another important thing to note is that this plan doesn't upgrade to the small business versions (EasyStart, Essentials and Plus). 

Here's what you can do in QuickBooks Self-Employed:

  • Track income and expenses
  • Track sales and sales tax
  • Capture and organize receipts
  • Run reports
  • Invoice and accept payments
  • Track mileage automatically
  • Sort business and personal transactions

You can find more information about QuickBooks Self-Employed here: QuickBooks Self-Employed Overview.

 

If you're currently using the Essentials plan and you'd like to downgrade to EasyStart, you can do so by following the steps listed here: Downgrade your QuickBooks Online plan

If you'd like to switch to the Self-Employed version, you'll have to cancel your Essentials account and start anew with QuickBooks Self-Employed. To cancel your account, click the Gear icon > Account and Settings > Billing and Subscription > Cancel Subscription. Once your account is cancelled, you'll have read-only access to your data for 365 days. 

I hope this helps answer all of your questions. If there's anything else I can do to help, just let me know. 

Cheers!

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Anonymous
Not applicable

Maybe I don’t need QuickBooks essentials what is included in QuickBooks basic I can’t seem to find info on that. I only need to create invoices and track they are paid.

@invermereplumber ,

You should start from EasyStart. It will be easier to upgrade to higher plan than SelfEmployed.

As additional option, consider using a 3rd party payment service when you are dealing with multi-currecy transaction.

https://veem.grsm.io/veems

 

Just my 2 cents.