Connect your accounts
Automatically import transactions from your bank, credit cards, PayPal, Square, and more.1
Automatically sort transactions
QuickBooks sorts transactions into tax categories. You approve or edit them, and we learn from you over time.
Create custom rules
You're in the driver's seat. Create rules for how you want us to categorize expenses.
Snap photos of receipts
Ditch the shoebox. Snap and save photos of receipts so you're ready in case of an audit.
Uncover every tax deduction
Keep things organized in one place so you never miss a deduction.
Custom tax categories
We’ll tailor tax categories so they're just right for your business type, but you can always add your own if you need to.
Not available in Self-Employed
Keep tabs on your finances
Make smarter business decisions with instant access to key financials including income, expenses, outstanding invoices, and more.
Get valuable insights
Instantly see how your business is performing with reports including profit & loss, expenses, and balance sheets.
Easily share reports with your accountant or set up automatic email reporting to send the latest business insights right to your inbox.
Self-Employed reporting is limited to Profit & Loss and tax summaries.
Getting started checklist
Setup is simple with a step-by-step checklist to get you up and running.
For the first month, we’ll offer tips and get to know how you’re using QuickBooks. From there, we’ll learn patterns and habits so that categorization is easy.
We’re here for you
Questions along the way? Get your answers from our live support team or connect with your accountant directly through QuickBooks.