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You can use QB Online Accountant for free. Another option, you can use the trial version of QB Desktop for free.
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Hi there, @williamabrams-11. I wanted to circle back with some great news since you last asked about free options. QuickBooks just launched a new QuickBooks Free plan, which is a perfect entry point if you're just starting your business journey. It’s available at no charge and is designed to help you:
- Send professional invoices and give your customers flexible ways to pay, including cards, Apple Pay, PayPal, and Venmo, so you can get paid faster.
- Automatically sort your business and personal transactions to ensure your books stay accurate from day one.
- Run profit and loss reports, balance sheets, and account summaries to always know exactly where your cash flow stands.
You can check out this link for all the details to see if it’s the right fit for your business: QuickBooks Free.
Please feel free to leave a comment below if you have any other questions.
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Is the Free plan part of the QBO family or a completely separate product like QBSE?
Can we convert data from QB Desktop to the Free Plan?
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Hello, Siab. The Free plan is part of the QuickBooks Online ecosystem, but it’s a limited version designed for basic use. It isn’t a completely separate product like QuickBooks Self-Employed, though it doesn’t include the full features available in paid QuickBooks Online plans.
Regarding data conversion, the limitations of the Free plan may mean that migration is not available or may not function as expected.
If you’re planning to move your data, it’s best to start with a paid QuickBooks Online plan, complete the migration, and then review which plan best fits your needs moving forward.
Feel free to return whenever you need assistance.