Compare the features, pricing plans, and add-ons available with both QuickBooks and Sage to find the best accounting solution for your business.

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QuickBooks vs Sage

Plan Details
Overview
QuickBooks is the #1 accounting software for businesses of all sizes, from freelancers to large enterprises, focused on simplifying financial management and enabling growth.
Accounting solutions tailored to different business sizes and industries, offering flexibility to manage operations, people, payroll, and payments, whether in the cloud, on-premises, or both.
Plans & pricing
- Simple Start: $19/mo (50% off for 3 months)
- Essentials: $37.50/mo (50% off for 3 months)
- Plus: $57.50/mo (50% off for 3 months)
- Online Advanced: $137.50/mo (50% off for 3 months)
- Desktop Enterprise: Starting at $1,703/yr
Sage 50 has three plans:
- Pro Accounting: $60.08/mo (Annual commitment required)
- Premium Accounting: $103.92/mo to $239.17/mo (Based on users, annual commitment required)
- Quantum Accounting: $177.17/mo for one user (up to 40 users, annual commitment required)
- Sage Intacct: Custom pricing, annual commitment required
Integrations
Integrates with a wide range of popular platforms, offering over 750 connected apps, including Salesforce, HubSpot, Bill.com, and more.
Sage 50 integrates with third-party applications through the Sage Marketplace to extend its functionality. Sage Intacct integrates with over 350 business applications through the Sage Intacct Marketplace
Customer support
Provides expert support via phone and live chat, with Priority Circle offering premium training and access for Enterprise and Online Advanced subscribers.
QuickBooks also has Expert Assisted, which connects you with live, certified bookkeepers. Get one-on-one guidance and help when you need it.
Try Expert Assist FREE for 30 days!*
Offers support through a toll-free number and Sage Support Central, including online courses, a knowledge base, community forums, and unlimited phone support for all pricing plans.
Scalability
Highly scalable, with options to add features like QuickBooks Time, Payroll, Payments, Bill Pay, Banking, Capital, Benefits, and cloud access for Enterprise users as your business grows.
Provides scalable solutions with options to upgrade as business needs evolve, offering flexibility and integration with commonly used business applications.
Reporting
Offers customizable reporting features, with more advanced options available in Online Advanced and Enterprise for detailed analysis, budget management, and forecasting.
Provides real-time financial and operational reporting with customizable dashboards. Sage 50 gives you over 150 reports including ones for construction, manufacturing, and distribution.
Project costing & management
QuickBooks Online Advanced includes job costing features to track profits and costs in real time, providing profitability insights for each project.
Comprehensive project costing and billing features, best for project-based businesses with unique billing, resource management, and revenue tracking requirements.
Time tracking
QuickBooks Essentials and higher plans include basic time tracking, with the option to integrate QuickBooks Time for more advanced functionality.
Sage can integrate Sage People or Sage HRMS solutions for comprehensive time tracking and HR capabilities.
Cloud connectivity
QuickBooks Online is fully cloud-based, accessible from any device with an internet connection. QuickBooks Enterprise can also add cloud access for enhanced flexibility and security.
Sage Intacct is a true cloud-based solution with advanced financial management features. Sage 50 is a desktop application with cloud-connectivity — e.g., remote data access and cloud backups.
User-friendly design
A user-friendly interface, designed to simplify financial tasks even for non-experts, with easy navigation and a clean layout.
A professional interface with customizable options to meet the specific needs of various industries, though it may require more familiarity with accounting practices.
Tax deduction calculation
QuickBooks automatically identifies potential tax deductions, ensuring users maximize their tax savings.
Robust financial management tools can assist in tax preparation, though automatic deduction identification is more prominent in QuickBooks.
Expense tracking & bill management
QuickBooks syncs transactions from bank and credit card accounts for seamless expense tracking and allows users to manage and pay bills online.
Comprehensive expense management features, with advanced tools are available in higher-tier plans for more complex needs like job costing and audit trails.
Pricing reflects total monthly costs as of October 24, 2024. Pricing may vary subject to discounted introductory rates. Pricing and feature list accurate as per Sage website on October 24, 2024.
QuickBooks vs. Sage: Comparison Overview 2026
QuickBooks and Sage are both popular accounting software options for small businesses, but QuickBooks is a more cost-effective and scalable solution. It offers flexible subscription plans without long-term contracts, allowing you to easily adjust your services and control expenses as your business grows. This means you can start with a basic plan and easily upgrade as your needs evolve.
Below, we break down the key differences in features, benefits, and pricing to help you choose the platform that best suits your business needs and budget.
QuickBooks overview
QuickBooks is an accounting software solution for businesses of all sizes and complexity. Whether you’re a freelancer, a startup, or a large enterprise with sophisticated needs, QuickBooks is designed to simplify financial management and empower growth.
With a user-friendly interface and a comprehensive suite of tools, QuickBooks streamlines tasks like invoicing, expense tracking, and reporting, giving you a clear picture of your financial health. From automating payments to managing payroll, QuickBooks offers a scalable solution that can adapt to your business needs. And when you’re ready to move to an enterprise resource planning (ERP) solution, you can seamlessly upgrade to Intuit Enterprise Suite without disrupting your business.
Plans for every kind of business
QuickBooks has a range of competitively priced plans that allow businesses to manage their accounting needs without having to stretch their financial resources.
No commitment period is required. All offer free live chat or phone support, free guided setup, unlimited invoices, reports, dashboards, and more. Compare the plans and find the optimal fit for your business.
Subscribe to QuickBooks Online and try Intuit Expert Assisted FREE for 30 days.
Simple Start
Essentials
Plus
Advanced
In addition to the above, QuickBooks has enterprise-grade plans designed with an ecosystem of solutions that address the more sophisticated needs and challenges of larger organizations.
Desktop Enterprise
QuickBooks Desktop Enterprise is an integrated desktop solution designed for growing, mid-sized to large, product-based businesses. There are four editions (Silver, Gold, Platinum, and Diamond), each with a feature bundle that helps users streamline business and financial operations management.
QuickBooks Desktop Enterprise can integrate with other leading solutions like Salesforce to create a connected back-office experience, instead of a traditional "one-stop shop" ERP solution. It offers many options designed to address the growing needs of a mid-sized business. Desktop Enterprise provides an end-to-end management solution, including the option for cloud hosting to increase flexibility.
Features and benefits
Integrations
Seamlessly connect QuickBooks to your favorite apps and tools, creating a unified hub for your business operations. From CRM systems to payment processors, QuickBooks integrates with a wide range of popular platforms, saving you time and effort. Live bookkeeping is also available.
QuickBooks Online Advanced Premium apps** provide advanced features and functions for deeper integration with select partners:
- Salesforce
- HubSpot
- Bill.com
- LeanLaw
- DocuSign**
Reporting
QuickBooks offers a robust set of reporting features that provide businesses with valuable insights into their financial health. Users can easily track income, expenses, and profitability, while also personalizing reports to fit specific needs.
For businesses requiring more detailed analysis, higher levels like QuickBooks Online Advanced and Enterprise offer additional capabilities. Access standard and customizable reports to help monitor critical financial metrics and drill into transaction-level details specific to your company. Manage budgets, plan and forecast scenarios, track inventory, sales fulfillment, job costs, and much more.

Customer support
Every QuickBooks plan provides expert help from real people through phone and live chat six days a week. Our specialists are here to support you with every part of your QuickBooks journey, from the initial switch to onboarding.
QuickBooks Enterprise and QuickBooks Online Advanced subscriptions include Priority Circle, a premium support service with exclusive features.
Priority Circle grants access to premium training and supports features that include on-demand QuickBooks training, and phone or chat with premium care specialists.

Time tracking
QuickBooks Essentials plans and higher include basic time tracking features and the ability to integrate with QuickBooks Time for increased functionality.*
Project costing and management
QuickBooks Online Advanced job costing features allow users to track profits and cos ts in real-time to get profitability insights for each project and create accurate estimates for future jobs.

Scalability
QuickBooks is highly scalable, so you’re ready to grow as your business expands. For example, the QuickBooks Time and Payroll modules can be added to QuickBooks Online Advance and Enterprise.

User-friendly design
QuickBooks' user-friendly interface makes navigating your finances a breeze, even if you're not an accounting expert. The layout and simple design ensure that you can find what you need quickly and efficiently.
Income and expense tracking
All of your bank and credit card transactions automatically sync to QuickBooks to help you seamlessly track your income and expenses.
Tax deduction calculation
Automatically find deductions you didn’t know about to get all you deserve.

Expense tracking
Track expenses across all your different accounts.

Bill management
Organize and manage bills online, so you always pay on time.

Custom invoice creation
Create professional custom invoices with your logo that you can send from any device.

Free mobile app
All QuickBooks plans come with a free mobile app that helps you run your business on the go—anytime, anywhere.

Upgrade Seamlessly
Ready for the next level? As your business expands and your needs evolve, you can seamlessly transition to the comprehensive capabilities of Intuit Enterprise Suite.
Sage overview
Sage helps businesses manage their accounting needs, including operations, people, payroll, and payments, with solutions for businesses of different sizes and industries. These solutions meet business builders wherever they’re needed—in the cloud, on-premises, or both.
When considering Sage, there’s Sage 50 and Sage Intacct. Sage 50 is a desktop accounting solution with limited cloud connectivity — e.g., remote data access and cloud backups — that’s designed for small to medium-sized businesses. Meanwhile, Sage Intacct is a true cloud-based, enterprise-level solution for growing businesses that need advanced financial management and scalability.
Plans & pricing
Sage 50 has three different plans and pricing options — Pro, Premium, and Quantum. Each offers varying levels of functionality and support. Sage Intacct is an AI-powered cloud accounting, payroll, and HR solution.
Pro Accounting
Desktop accounting software with cloud connectivity. It covers invoicing, income and expense management, and payments.
Starts at $60.08/month. Annual commitment period required.
Premium Accounting
Premium Accounting includes everything in Pro, with advanced budgeting and inventory features, job costing, audit trails, and more.
Ranges from $103.92/mo. - $239.17/mo. Depending on the number of users. Annual commitment period required.
Quantum Accounting
Accounting software for larger accounting teams. Includes everything in Premium, plus role-based user permissions, workflow management, and faster processing.
Starts at $177.17/mo. for one user. Can have up to 40 users. Annual commitment period required.
Sage Intacct
Sage Intacct is a cloud-based financial management software designed for growing businesses, offering advanced features like real-time reporting, multi-entity consolidation, and automation to streamline accounting processes.
Sage Intacct requires an annual subscription, and there is no cost specified on their site. Customers fill out a pricing request form to begin the process of customizing a pricing plan.
Features and benefits

Invoicing
Sage allows you to create and send professional invoices. However, sending recurring invoices requires the Pro plan.

Customer support
Sage customers can access support through a toll-free number or Sage Support Central, which offers online courses from Sage University, a 24/7 knowledge base, a community forum, and options to submit cases or chat online. All Sage 50 pricing plans include unlimited North American phone support, online chat, a 24/7 knowledge base, and access to the Sage City community.
Integrations
Sage Intacct Marketplace and Sage Business Cloud App Marketplace offer users native solutions that integrate over 350 business applications. j

Scalability
Sage enables users to upgrade with various offerings, allowing users to choose a solution that fits their needs. Users have the flexibility to adapt to demand. Sage does offer integrations with commonly used business applications, allowing users to capture additional data.

Time tracking
If you require time-tracking capabilities, you can add the Sage People or Sage HRMS solutions to your accounting/business module to introduce comprehensive HR capabilities to the stack.
Project costing and management
Sage project costing and billing features simplify the complicated aspects of managing projects and billing. These features are ideal for project-based companies with a range of clients and jobs that have unique billing requirements.
Sage has several features that track aspects of a project, like revenue and billing to identify costs and manage resources.
Reporting
Sage financial reporting and dashboards provide real-time financial and operational metrics. The dashboards can be customized to prioritize content and allow users to drill down into data to pinpoint and resolve issues.
Users can generate custom reports or choose from 150 built-in templates without leaving Sage.
See how QuickBooks works compared to Sage
It’s easy to see why QuickBooks is a standout choice for small and mid-size businesses. Its robust feature set, industry-specific tools, and readily available live customer support make it a comprehensive and user-friendly solution designed to help grow—and scale with—your business.

How QuickBooks Online can help your business differently

Cost effective
QuickBooks offers a range of pricing plans to suit different budgets, with options for everyone from solopreneurs to large enterprises. QuickBooks does not require businesses to complete a commitment period, so you have the flexibility to cancel or adjust your subscription at any time without being locked into a long-term contract. This ability to scale your services up or down as your business needs change offers greater adaptability and control over your expenses.
Sage's pricing structure tends to be higher, making it less accessible for startups and those with limited resources.
QuickBooks provides scalable solutions that can adapt to your expanding business without incurring significant costs. As you grow, you can access greater functionality, simplifying essential core tasks and giving you more time to invest in business development.

Cloud connectivity
QuickBooks Online plans are fully cloud-based, providing seamless access to your financial data from any device with an internet connection. It offers easy integration with numerous third-party apps, allowing you to manage various aspects of your operations, from payroll to inventory, all within a single, cloud-connected platform.
Add cloud access to QuickBooks Enterprise you can leverage all the power of Enterprise while gaining the reliability and security of the cloud.
Large ecosystem for expansive integration
The QuickBooks ecosystem goes beyond accounting, offering a range of connected tools + 750 apps. You can streamline your accounting processes, eliminate manual data entry, and avoid the need to switch between different solutions.
Frequently asked questions
Aside from being the #1 accounting software for businesses of all sizes and having over 7 million customers worldwide, QuickBooks offers several features that Sage doesn’t provide, including built-in mileage tracking and over 750 app integrations.
QuickBooks has earned the trust of millions of small businesses due to its robust features and user-friendly design. The platform offers a comprehensive range of accounting tools, from invoicing and expense tracking to payroll and inventory management. Its intuitive interface and extensive customer support make it accessible to business owners with varying levels of accounting knowledge.
Yes. QuickBooks is designed with user-friendliness in mind. Its intuitive interface and helpful guides make it easy to navigate, even if you have no prior accounting knowledge. And if you need assistance, QuickBooks offers robust live customer support to help you along the way.
Yes. QuickBooks offers a mobile app for both iOS and Android devices, allowing you to manage your finances and your business on the go. You can create and send invoices, track expenses, reconcile bank accounts, and more, all from your smartphone or tablet.
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Millions of small businesses have chosen QuickBooks
Guarantees
Payroll Tax Accuracy Guarantee: As long as the information you provide us is correct and on time, and you have sufficient funds in your account, we’ll calculate your payroll taxes, file your tax forms and make tax payments directly from your account accurately and on time, or we’ll pay the resulting federal or state payroll tax penalties and interest. You are responsible for paying any additional tax liability you may owe. Additional terms apply. See QuickBooks Terms of Service.
Tax penalty protection: Only QuickBooks Workforce Elite users who have completed expert review of their payroll tax setup and enrolled in e-services for automated tax payments and filings are eligible to receive the tax penalty protection. If you receive a tax notice for payroll taxes paid and filed by QuickBooks on behalf of your company, and send it to us within 15 days of the tax notice, we will help you resolve it with the applicable tax agency and cover the payroll tax penalty and interest, up to $25,000 per year. You are responsible for paying any additional tax liability you may owe. Additional terms apply. Learn more about tax penalty protection.
*Offer terms
Bundle may include (1) a QuickBooks Online subscription and/or (2) a QuickBooks Intuit Bookkeeping plan and/or (3) QuickBooks Workforce, at your option.
QuickBooks Online and/or QuickBooks Workforce - Free 30-Day Trial: Free trial applies to the monthly base price for the first thirty (30) days of new subscriptions to QuickBooks Online and/or Workforce. You’ll automatically be charged at the end of the free trial and on a monthly basis thereafter at the then-current price for the service(s) you’ve selected until you cancel. Free trial does not apply to per-employee fees, per-contractor fees or state tax filing fees for QuickBooks Workforce, or to other add-on fees or services. To be eligible for this offer, you must be a new QuickBooks Online and/or Workforce customer, as applicable, and sign up for a monthly plan using the 30-day free trial option. Offers for the same product cannot be combined. Intuit reserves the right to modify or terminate this offer at any time for any reason in its sole discretion.
QuickBooks Online and/or QuickBooks Workforce - Introductory Discount Offer: The listed discount is applied to the monthly base price for new subscriptions to QuickBooks Online and/or Workforce for the first 3 months (the “Introductory Period”). After the Introductory Period, you’ll be charged on a monthly basis thereafter at the then-current price for the service(s) you’ve selected until you cancel. Discount does not apply to per-employee fees, per-contractor fees or state tax filing fees for QuickBooks Workforce, or to other add-on fees or services. To be eligible for this offer, you must be a new QuickBooks Online and/or Workforce customer, as applicable, and sign up for the monthly plan using the 3-month discount option. Offers for the same product cannot be combined. Intuit reserves the right to modify or terminate this offer at any time for any reason in its sole discretion.
Intuit Expert Assisted - Free 30-Day Trial: Access expert guidance when you add the thirty (30) day free trial of Intuit Expert Assisted services (“Expert Assisted”) to your purchase of a QuickBooks Online subscription. Offer is not available with free trials of QuickBooks Online. Expert Assisted will not automatically renew at the end of the free trial. Free trial does not apply to add-on fees or services. To be eligible for this offer, you must be a new QuickBooks Online customer and sign up for Intuit Expert Assisted using the "Free for 30-Days with no auto-renew” option. Offers for the same product cannot be combined. Intuit reserves the right to modify or terminate this offer at any time for any reason in its sole discretion.
QuickBooks Online Intuit Expert Assisted Discount Offer Terms: Discount applied to the first 3 months of Expert Assisted, starting from the date of enrollment, followed by the then-current monthly Expert Assisted list price with your QuickBooks Online Simple Start, Essentials, Plus or Advanced (“QBO”) subscription. Your account will automatically be charged on a monthly basis until you cancel. Sales tax may be applied where applicable. To be eligible for this offer you must be an active QBO customer, and new, or a recently lapsed trial customer, to Expert Assisted and sign up for the Expert Assisted monthly plan by calling sales at 1-800-816-4611. Offer available for a limited time only. To cancel your Expert Assisted subscription at any time go to Account & Settings in QBO and select “Cancel.” Your cancellation will become effective at the end of the monthly billing period. You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the billing period. Terms, conditions, pricing, special features, and service and support options subject to change without notice.
**Features
QuickBooks features
Annual percentage yield: The annual percentage yield (“APY”) is accurate as of December 9, 2024, and may change at our discretion at any time. The listed APY will be paid on the average daily available balances distributed across your created envelopes within your primary QuickBooks Checking account. Balances held outside an envelope will not earn interest. See Deposit Account Agreement for terms and conditions.
Envelopes: You can create up to 9 Envelopes within your primary QuickBooks Checking account. Money in Envelopes must be moved to the available balance in your primary QuickBooks Checking account before it can be used. Envelopes within your primary QuickBooks Checking account will automatically earn interest once created. At the close of each statement cycle, the interest earned on funds in your Envelopes will be credited to each Envelope in proportion to the average daily balance of each Envelope. See Deposit Account Agreement for terms and conditions.
Intuit Expert Assisted: QuickBooks Online subscription required. Supported topics subject to change. Excludes bookkeeping and tax preparation services, each of which are sold separately. Additional terms and conditions apply.
Intuit Expert Full Service Bookkeeping: QuickBooks Online subscription required. Cleanup is required prior to commencement of bookkeeping services and charged as a one-time fee. Monthly bookkeeping pricing is based on your business’s average monthly expenses and may be reassessed at Intuit’s sole discretion. Excludes tax preparation services, which are sold separately. Additional terms, conditions and eligibility requirements apply.
Receipt capture: Requires QuickBooks Online mobile (“QBM”) application. The QuickBooks Online mobile app works with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.
Collaborate with your accountant: You can connect up to the following for each product: 1 billable user and 2 accounting firms for QuickBooks Online Simple Start, 3 billable users and 2 accounting firms for QuickBooks Online Essentials, 5 billable users and 2 accounting firms for QuickBooks Online Plus, 25 billable users and 3 accounting firms for QuickBooks Online Advanced. Accounting firms must connect using QuickBooks Online Accountant.
QuickBooks Payments: QuickBooks Payments account subject to eligibility criteria, credit and application approval. Subscription to QuickBooks Online is required. Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services.
Mileage tracking: Mileage tracking is only available to the master administrator of the QuickBooks Online account. Requires QuickBooks Online mobile (“QBM”) application. The QuickBooks Online mobile app works with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.
QuickBooks Checking Account opening is subject to identity verification and approval by Green Dot Bank.
QuickBooks and Intuit are a technology company, not a bank. Banking services provided by our partner, Green Dot Bank.
Deposit Sweep Program: Cash balances above $250,000 will be automatically swept from Green Dot Bank and equally spread across our participating financial institutions, providing you with up to $5 million in FDIC insurance coverage. Customers are responsible for monitoring their total assets at each institution. Learn more and see a list of participating institutions here
Mobile signatures: Requires QuickBooks Online mobile application. The QuickBooks Online mobile app works with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.
Pay-enabled invoices: Requires a separate QuickBooks Payments account which is subject to eligibility criteria, credit and application approval. Additional fees may apply. Additional terms and conditions apply.
Third party apps: Third party applications available on apps.com. Subject to additional terms, conditions, and fees.
Automated 1099 e-file & delivery: Prepare your 1099s in QuickBooks at no extra charge. If you choose the 1099 E-File Service, Intuit will e-file your Federal 1099 information with the IRS, and then print and mail a copy directly to your contractors; fees apply. As part of the paid 1099 E-File Service, we also give your contractors online access to their 1099s. State filing not included. You should check with your state agency on any state filing requirements.
1099 e-file service pricing: 1099 E-File Service minimum of $14.99 includes 3 forms. Forms 4-20 are $3.99 each. Forms 21 and up are free. Early Bird E-File Service pricing is available through January 16: minimum of $12.99 includes 3 forms. Forms 4-20 are $2.99 each. Forms 21 and up are free.
Accelerated Invoicing: QuickBooks Online Advanced supports the upload of 1000 transaction lines for invoices at one time. 20% faster based off of internal tests comparing QuickBooks Online regular invoice workflow with QuickBooks Online Advanced multiple invoice workflow.
Account team benefits for Priority Circle: Only available with a paid subscription. Trial customers have access to QuickBooks Online Advanced product experts.
Priority Circle: Access to Priority Circle and its benefits are available only to customers located in the 50 United States, including DC, who have an active, paid subscription to QuickBooks Desktop Enterprise or QuickBooks Online Advanced. Eligibility criteria may apply to certain products. When customers no longer have an active, paid subscription, they will not be eligible to receive benefits. Phone and messaging premium support is available. Support hours exclude occasional downtime due to system and server maintenance, company events, observed U.S. holidays and events beyond our control. Intuit reserves the right to change these hours without notice. Terms, conditions, pricing, service, support options, and support team members are subject to change without notice.
Automatic data backup and recovery: QuickBooks Online uses technical and administrative security measures such as, but not limited to, firewalls, encryption techniques, and authentication procedures, among others, to work to maintain the security of your online session and information.
**QuickBooks Workforce features
401(k): 401(k) and other retirement offerings are provided and administered by independent third parties and not by Intuit. Intuit is not a retirement plan administrator, fiduciary or other provider. Intuit receives a fee for referred clients. Additional third party terms and conditions apply.
Automated I-9s: Available in QuickBooks Workforce Premium and Elite only.
Auto payroll: Available after first successful payroll run for salaried employees or hourly employees on default hours, with direct deposit set up.
Automated tax payments and filings: Requires completion of tax setup. Available for state and federal taxes. Certain local taxes available in QuickBooks Workforce Premium and Elite only.
Automated benefits deductions: Must sign-up for benefits through integrated third party benefits partners or purchase benefits administration services in order for QuickBooks Workforce to automatically calculate employee benefit deductions.
Expert product support: Phone and chat support included with QuickBooks Workforce during business hours. Weekend phone and chat support is only available with Workforce Premium and Elite.
Expert review: Only available with QuickBooks Workforce Premium and Elite.
Expert setup: Only available with QuickBooks Workforce Elite.
Garnishments and deductions: Available for employees only. User is responsible for setting the garnishment amount and making the garnishment payment to the appropriate entity.
Guided Setup: Free one-time 60-min virtual session with a QuickBooks Workforce expert. Only available to new Workforce customers who are within the first 30 days and have not yet run payroll. Does not include data migration.
Health benefits: Health insurance info is provided by Intuit Insurance Services Inc., a licensed insurance broker, through a partnership with Allstate Health Solutions. Intuit Insurance Services Inc. is owned and operated by Intuit Inc. and is paid a fee by Allstate Health Solutions in connection with referred clients. Intuit is not an insurance carrier. Plans are sold separately and require acceptance of Allstate's Terms of Use and Privacy Policy.
HR services: HR services are provided by Mineral, Inc. HR support center is available only to QuickBooks Workforce Premium and Elite. HR advisor support is only available in QuickBooks Workforce Elite. Mineral’s Privacy Policy and Terms of Service apply.
Next-day direct deposit: Subject to eligibility criteria. Payroll processing cut-off times apply for timely deposit. Deposit delays may occur due to third party delays, risk reviews, or issues beyond Intuit’s control. Available for contractors for an additional fee.
Same-day direct deposit: Subject to eligibility requirements. Available to QuickBooks Workforce Premium and Elite users only. Payroll processing cut-off times apply for timely deposit. Deposit delays may occur due to third party delays, risk reviews, or issues beyond Intuit’s control. Available only for employees, not available for contractors.
Payroll cost allocation: Allocation of payroll costs by class or project only available to QuickBooks Workforce Premium and Elite users who have a QuickBooks Online Plus, QuickBooks Online Advanced, or Intuit Enterprise Suite plan.
1099 E-file: 1099 forms are e-filed with the IRS only for the current filing year and for payments recorded in QuickBooks. Includes state filings for eligible states participating in IRS Combined Federal/State Filing program; please check with your state agency on any additional state filing requirements. Additional fees may apply to print and mail a copy to your vendors and contractors.
Workers’ comp administration: Benefits are powered by NEXT Insurance and require acceptance of NEXT Insurance's Privacy Policy and Terms of Use. Additional fees will apply. Eligibility criteria applies to transfer active insurance policy broker of record, including insurance carrier, policy renewal date, and payment method. Workers compensation insurance is not available in OH, ND, WA and WY.
Time Tracking: Available in QuickBooks Workforce Premium and Elite only.
Benefits administration: Sold separately. Must have 20+ employees to be eligible. Benefit plan setup required; not all benefit plans are supported. Subscription to QuickBooks Workforce required.
Background Checks: Background check services provided by Checkr. Checkr's terms and additional fees apply. Subscription to QuickBooks Workforce required.
**Product information
Intuit Expert Assisted: QuickBooks Online subscription required. Supported topics subject to change. Excludes bookkeeping and tax preparation services, each of which are sold separately. Additional terms and conditions apply.
Cancellation policy: There's no contract or commitment. You're free to switch plans or cancel any time.
Mobile apps: The QuickBooks Online mobile and QuickBooks Self-Employed mobile companion apps work with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.
Usage limits: QuickBooks Online Advanced includes unlimited Chart of Account entry. Simple Start, Essentials and Plus allow up to 250 accounts. QuickBooks Online Advanced includes unlimited Tracked Classes and Locations. QuickBooks Plus includes up to 40 combined tracked classes and tracked locations. Tracked Classes and Locations are not available in Simple Start and Essentials.
QuickBooks Checking Account opening is subject to identity verification and approval by Green Dot Bank.
QuickBooks and Intuit are a technology company, not a bank. Banking services provided by our partner, Green Dot Bank.
QuickBooks Payments and QuickBooks Checking accounts: Users must apply for both QuickBooks Payments and QuickBooks Checking accounts when bundled. QuickBooks Payments’ Merchant Agreement and QuickBooks Checking account’s Deposit Account Agreement apply.
QuickBooks Checking account: Banking services provided by and the QuickBooks Visa® Debit Card is issued by Green Dot Bank, Member FDIC, pursuant to license from Visa U.S.A., Inc. Green Dot Bank operates under the following registered trade names: GoBank, GO2bank and Bonneville Bank. Registered trade names are used by, and refer to, a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage up to the allowable limits. Green Dot is a registered trademark of Green Dot Corporation. ©2022 Green Dot Corporation. All rights reserved. QuickBooks products and services, including Instant Deposit, QuickBooks Payments, Cash flow planning / forecasting are not provided by Green Dot Bank.
Deposit Sweep Program: Cash balances above $250,000 will be automatically swept from Green Dot Bank and equally spread across our participating financial institutions, providing you with up to $5 million in FDIC insurance coverage. Customers are responsible for monitoring their total assets at each institution. Learn more and see a list of participating institutions here
#Claims
Run payroll in less than 5 minutes with QuickBooks Workforce: Median time for QuickBooks Workforce customers to view and approve payroll is less than 5 minutes. Based on an Intuit survey of 505 QuickBooks Workforce customers in December 2018 who stated average time savings compared with their prior solution.
1. Over 40x U.S. average APY: Average interest rate: The average interest rate is based on the Federal Deposit Insurance Corporation's national rate published the week of October 16, 2023. Learn more. Terms, conditions, pricing, special features, and service and support options subject to change without notice.
2. Millions of customers worldwide: Based on number of global QuickBooks subscribers.
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