Home » Services » Cloud First Strategy » QuickBooks Online
Play Video about quickbooks
quickbooks logo

QuickBooks Online :

What’s right for me?

QuickBooks Online gives your growing business access to cloud-based accounting software that tracks and organizes your financial information for you.

Automate Tasks Like Bookkeeping, Invoicing, Time Tracking, Budgeting, and more


QuickBooks Online allows multiple users to work simultaneously and seamlessly, tracking changes via an activity log. And with industry-recognized security, all of your financial data remains protected.


Organize your Finances in a single online platform with one of four plans:

Simple Start

With QuickBooks Online Simple Start, track income and expenses,
send invoices and accept payments, organize receipts, and more:

Maximize Tax

Manage Cash Flow

Create And Send

Run General
Reports, Like P&L

Track Sales And
Sales Tax

Manage 1099

Record Mileage


Do you have more than one employee who needs to access your books? QuickBooks Online Essentials plan includes up to three users. In addition to the Simple Start features, the Essentials plan lets you organize and pay bills, run enhanced reports, and track hours by client or employee.


If you need up to five users, want to track inventory, or want to keep tabs on project profitability, QuickBooks Online Plus might be right for you. Receive all the functionality mentioned above, plus these additional features.




With QuickBooks Online most robust plan, you get a slew of additional analytics and automation capabilities and can define user access (for up to 25 users) on a secure business productivity platform. Benefit from the scalability and flexibility of a customizable solution that grows with your business and integrates with third-party applications.


Is QuickBooks Online Advanced right for me?


  • 10-100 employees
  • More than 5 employees who need access to QuickBooks
  • Complex operations and lots of data


  • On-demand online training
  • A dedicated account team
  • Batch processing capabilities
  • Advanced analytics features
  • Premium apps
Online Advanced right for me

To Learn More!

Migrate your QuickBooks Computer to
a QuickBooks Cloud PC!

If you have a dedicated QuickBooks Computer running QuickBooks Desktop Pro or Premier, Xperteks will help you migrate your data to QuickBooks Online and create a secured Microsoft Cloud PC complete with Microsoft Office Applications, Dark Web Monitoring, and Ransomware Protection.

We’re offering special pricing for a QuickBooks Cloud PC Desktop that includes:

  • Windows 365 Virtual Desktop 2 vCPU/8GB/128GB Storage
  • QuickBooks Advanced Online – 5 Months Included ($900 Value)
  • Microsoft 365 Applications – Word, Excel, PowerPoint, Outlook, One Drive, Access, Publisher
  • Microsoft Defender for Endpoint – Delivers preventative protection, post-breach detection, automated investigation, and response.
  • Dark Web Monitoring – Ongoing monitoring of your company Domain Name for compromised credentials, plus additional monitoring of up to 5 Personal email addresses.

Explore your options with QuickBooks Online

No matter the size of your business, QuickBooks Online has the right plan for you.
Use this chart to compare the key features that will help you achieve your goals

Share access with multiple usersUp to 3Up to 3Up to 25
Built-in business reports40+65+65+
Share access with accountantsUp to 2Up to 2Up to 3
Track income and expensesYesYesYes
Send and track invoicesYesYesYes
Access data from any deviceYesYesYes
Automatic data backup and protectionYesYesYes
Integrate with 3rd-party appsYesYesYes
Automated sales tax calculationsYesYesYes
Automatically sort bank and credit card transactionsYesYesYes
Capture and organize receiptsYesYesYes
Print checks and record transactionsYesYesYes
Prepare and print 1099s for contractorsYesYesYes
Track mileage using your smartphoneYesYesYes
Import data from Excel or QuickBooks DesktopYesYesYes
Set up automated, recurring transactionsYesYesYes
Manage and pay bills from vendorsYesYesYes
Basic user permissionsYesYesYes
Track billable hours by customerYesYesYes
Handle multiple currenciesYesYesYes
Enter bills and schedule payments for laterYesYesYes
Track time using TSheetsYesYesYes
Track project profitabilityNoYesYes
Track inventoryNoYesYes
Create and send purchase ordersNoYesYes
Create budgets for income and expensesNoYesYes
Categorize income and expenses using class trackingNoYesYes
Track sales and profitability by locationNoYesYes
Batch transactions: invoices, checks, expenses, and billsNoNoYes
Customize access by rolesNoNoYes
Online back-up and restoreNoNoYes
Enhanced custom fieldsNoNoYes
Automate with reminders and rulesNoNoYes
Budget import from ExcelNoNoYes
Custom chart builderNoNoYes
Cash flow dashboardNoNoYes
Revenue streams dashboardNoNoYes
Google Sheets integrationNoNoYes
Smart reporting powered by FathomNoNoYes
Priority Circle membership which includes: • Designated Customer Success Manager • Care calls routed to the front of the line • Access to self-paced, online QuickBooks trainingNoNoYes
Scroll to Top