Track deductible miles

Make every mile count.

• Reliably and automatically track miles with your smartphone
• Categorize business and personal trips and add trips manually
• Find on average 45% more deductions by logging your 
miles

Maximize tax deductions

Help avoid tax-time surprises

• Share your books with your accountant or export important documents come tax time
• Easily organize income and expenses into tax categories
• Automatically sort business expenses into the right tax categories to keep more of what you earn

Send estimates

Get hired with professional estimates.

• Customize estimates to fit your brand and business needs
• Accept mobile signatures and instantly see estimate status
• Convert estimates into invoices with ease

Track sales & sales tax

Keep sales in sync no matter how you get paid

• Accept credit cards anywhere with our mobile card reader or sync with popular apps
• Connect to the e-commerce tools you love including Shopify*
• Automatically calculate taxes on your invoices

Manage bills

Stress less about due dates

• Track bill status, record payments, and create recurring payments
• Pay multiple vendors and bills at the same time
• Create checks from anywhere and print when ready

Multiple users

Save time when you work together

• Invite your accountant to access your books for seamless collaboration
• Give employees specific access to features and reduce errors with auto-syncing
• Protect sensitive data with user-access levels and share reports without sharing a log-in

Track time

Clock employee time and billable hours

• Track billable hours by client or employee and automatically add them to invoices
• Enter hours yourself or give employees protected access to enter their own time
• Seamlessly integrate with TSheets by QuickBooks for simpler time tracking*

Track inventory

Stay stocked for success

• Track products, cost of goods, and receive notifications when inventory is low
• See what's popular, create purchase orders, and manage vendors
• Import from Excel or sync with Amazon, Shopify, Etsy, and more*

Create & manage budgets

Always know if you're on the right track.

• Create a budget from scratch or use previous years information
• Track and view budget progress both in dollars and percentages
• Run valuable budgeting reports

Manage 1099 contractors

Stay compliant on all your 1099s

• Assign vendor payments to 1099 categories
• See who you've paid, what you've paid, and when
• Prepare and file 1099s right from QuickBooks*

Self Service Payroll

Pay all workers and e-file taxes

• Pay employees and contractors with free 24-hr direct deposit on unlimited pay schedules and types
• Easily pay and file federal and state payroll taxes right from QuickBooks
• Print and file W2s at the end of the year

Full Service payroll

Let us do your tax filing for you

• All the basic payroll features in Self Service, plus...
• Our experts help set up, file, and pay payroll taxes for you. All with a no-penalty guarantee.
• Pay employees even faster with free same day direct deposit.

Estimate quarterly taxes

Help avoid tax-time surprises

• Know what you owe each quarter before taxes are due
• Avoid late fees with automatic reminders of quarterly tax due dates
• Easily organize income & expenses for instant tax filing

Track project profitability

Manage work your way

• Get a bird's eye view of all your projects, all in one place
• Easily track labor costs, payroll, and expenses with job costing
• See project profitability in a glance with clear dashboards and reports

Run advanced reports

More powerful, customizable reporting.

• Get all the functionality of QuickBooks basic reporting
• Run specific budgeting, inventory, and class reports
• Create customized reports to get important insights specific to your business

Capture & organize receipts

Ditch the shoebox and save with a snap

• Use your phone to snap and save photos of receipts
• Easily sort and link expense receipts to transactions
• Stay organized and ready for tax season with everything in one place

Smart reporting powered by Fathom™

Track your business performance at a glance

• Fathom seamlessly integrates with your QuickBooks and enhances your accounting data
• Get simplified, customizable performance reports with easy-to-read visuals
• Measure profitability, cash flow, and other key performance indicators

Accelerated invoicing

Create invoices 20% faster

• Import hundreds of invoices in one go
• Save time and effort entering data for multiple
  invoices at once
• Fastrack invoicing by duplicating similar invoices for
  multiple customers

Custom user permissions

Put the right information in the right hands

• Easily control who can and can’t see your sensitive data
• Assign work to particular users and increase your team’s productivity
• Create custom permissions for deposits, sales transactions, expense reports, and more

With Live Bookkeeping

Customize your setup

Your bookkeeper will:

• Set up your books and tailor the product to fit your business
• Import historical data like customer and vendor lists

With Live Bookkeeping

Categorize and reconcile transactions

Your bookkeeper will:

• Categorize expenses and income
• Reconcile accounts and transactions to make sure they match

With Live Bookkeeping

Provide monthly reports on your business

Your bookkeeper will:

• Generate reports catered to your particular business
• Review business reports to see how you’re doing month to month

With Live Bookkeeping

Help ensure your books are accurate at month end

Your bookkeeper will:

• Fix incorrectly-posted transactions so your books are correct
• Find any missing figures to keep your books balanced

With Live Bookkeeping

Close your books on time

Your bookkeeper will:

• Generate accurate year-end reports for your business when it’s time to file
• Ensure your books are in order so you have a seamless handoff to your tax accountant

Manage & pay bills

Stress less about due dates

• Get 20 free* bank transfers per month for 2 months
• Pay and track multiple vendors, contractors, and bills from QuickBooks
• Sync your payments and create checks from anywhere