cancel
Showing results for 
Search instead for 
Did you mean: 
fanofjrny
Level 1

What product is right for a financial planning business?

I currently run a financial planning business.  Right now it is just me, but I hope to grow staff within the next 3 years.  Can someone help me with what Quickbooks I would need to purchase to track receipts for business expenses, revenue coming in and going out, mileage, etc.  Thank you for you input!

5 Comments 5
ChristieAnn
QuickBooks Team

What product is right for a financial planning business?

Hi there, fanofjrny.

 

Welcome to QuickBook Community. Currently, suggesting which program would work better for your business depends on what version you're comfortable with. I'll provide the difference between all versions of QuickBooks.

 

Each version of QuickBooks is designed to address specific business needs. There are different QuickBooks products that can help you manage your business' account efficiently. That said, the information below is the overview of each product and service.

 

QuickBooks Online: Our web-based product allows you to access your company anywhere in the world as long as you have an internet connection. With QuickBooks Online, you can:

 

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

 

For more information on how to use the program, visit our Support site.

 

QuickBooks Desktop: QuickBooks Desktop is installed on your desktop computer and stores your data locally or on a network server, you can access QuickBooks Desktop offline. In QuickBooks Desktop: you can:

  • Track income and expenses
  • Send and track invoices
  • Run reports
  • Send estimates
  • Track sales tax
  • Manage bills and accounts payable
  • Track time
  • Track inventory

 

For more details on how to use the program, visit our Support site.

 

For additional information, you can click this article: See which version of QuickBooks is right for you. This also provides an overview of other versions of QuickBooks products and its services.

 

You can also browse this article to see the different types of support we offer at Intuit and its availability: Support hours and types.

 

You're always welcome to post in the Community anytime you have other concerns or questions. We'll be here to assist you anytime.

Fiat Lux - ASIA
Level 15

What product is right for a financial planning business?

@fanofjrny 

The mileage tracker is only available in QB Online.

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

 

If you prefer using QB Desktop, you may need a 3rd party app to do so and integrate it with your company file.

Joseph110
Level 1

What product is right for a financial planning business?

Thank you so much for the solution

 

 

 

 

upsers

lisachan
Level 1

What product is right for a financial planning business?

wohh, i totally agree! A useful share

 

 

geometry dash

lisachan
Level 1

What product is right for a financial planning business?

I agree with your comments, I look forward to your next post

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us