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dan116
Level 1

Do I have the most economical plan? I only use to keep track of my back account and send invoices. No payroll, nothing else. I am not even linked to a bank.

 
2 Comments 2
JasroV
QuickBooks Team

Do I have the most economical plan? I only use to keep track of my back account and send invoices. No payroll, nothing else. I am not even linked to a bank.

Yes, you have, @dan116.


Using QuickBooks Online (QBO) to track only invoices and your bank account is efficient as you have less to do.

 

Nonetheless, if you wish for QBO to download your transactions automatically, I recommend connecting your bank to QBO. This way, QuickBooks automatically categorize those transactions for you for fast-tracking.

 

Need to learn some tips and best practices in managing your QBO account? We have lots of articles that you can check for guidance. You can visit our QuickBooks Support page and browse for a topic from there.

 

In case you need some assistant with your QBO account, you can always tag me in. I’m only a post away from you. Have a great day ahead and keep safe!

Fiat Lux - ASIA
Level 15

Do I have the most economical plan? I only use to keep track of my back account and send invoices. No payroll, nothing else. I am not even linked to a bank.

@dan116 

You may compare QBSE and QBO Simple Start

https://quickbooks.intuit.com/learn-support/en-us/product-preferences/choose-the-right-version-of-qu...

 

If you are using QBO now, you are unable migrating to QBSE

https:// quickbooks.grsm.io/US
https:// quickbooks.grsm.io/us-promo

 

Another option, switch to QB Desktop. You may purchase a one time license of QBD Pro 1 user worth less than $250 thru a partner/reseller.

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