Get better organized and manage projects, inventory & contractors.

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Included features:

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All features of Essentials

 

Track income & expenses

• Securely import transactions from your bank, credit cards, PayPal, Square, and more*

• Automatically sort transactions into tax categories

• Snap photos of your receipts and we’ll automatically match them to existing expenses

*Additional terms & fees may apply.

 

Invoice & accept payments

• Look professional and get paid fast

• Accept all credit cards and bank transfers, right in the invoice

• Track invoice status, send payment reminders, and match payments to invoices, automatically

• Create professional custom invoices with your logo that you can send from any device

Additional terms & fees required. Auto-update and reconciliation are not available in Self-Employed.

 

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

 

Run comprehensive reports

• Better decisions with valuable insights

• Run and export reports including profit & loss, expenses, and balance sheets*

• Create customized reports to get important insights specific to your business

• Avoid surprises by easily tracking cash flow and reporting on your dashboard

*Some reports not available in Self-Employed.

 

Capture & organize receipts

• Ditch the shoebox and save with a snap

• Snap photos to add receipts on the go. Upload or email receipts to QuickBooks in seconds.

• We'll match your receipts to existing expenses or create new expenses for you.

• QuickBooks sorts your receipts into tax categories so you feel confident come tax time.

*Some reports not available in QuickBooks Self-Employed

 

Track miles

• Automatic mileage tracking

• Reliably and automatically track miles with your smartphone’s GPS

• Categorize business and personal trips with a swipe and add trips manually

• Get shareable reports that break down miles driven and potential deductions

 

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

*Additional terms & fees may apply for third-party apps

 

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

 

Manage 1099 contractors

• Stay compliant on all your 1099s

• Assign vendor payments to 1099 categories

• See whom you've paid, what you've paid, and when

• Prepare and file 1099s right from QuickBooks*

*Additional form fees may apply.

 

Includes 5 users

• 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

 

Manage bills

• Less Stress 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

 

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*

*Additional terms & fees may apply.

 

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*

*Additional terms & fees may apply for third-party apps.

 

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