QuickBooks

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.

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

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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 Deductions
Maximize Tax Deductions
Cash Flow
Manage Cash Flow
Create And Send Estimates
Create And Send Estimates
Run General Reports
Run General Reports, Like P&L
 Sales Tax
Track Sales And Sales Tax
Manage Contractors
Manage 1099 Contractors
Record Mileage
Record Mileage

Essentials

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.

Essentials

Plus

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.

Plus

Advanced

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.

Advanced

Is QuickBooks Online Advanced right for me?

DO YOU HAVE…?

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

DO YOU NEED…?

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

Contact Us To Learn More!

Online Advanced right for me

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.

From now until the end of 12/31/2021, 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.

Click Here for Special Pricing

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

Features Essentials Plus Advanced
Share access with multiple users Up to 3 Up to 3 Up to 25
Built-in business reports 40+ 65+ 65+
Share access with accountants Up to 2 Up to 2 Up to 3
Track income and expenses Yes Yes Yes
Send and track invoices Yes Yes Yes
Access data from any device Yes Yes Yes
Automatic data backup and protection Yes Yes Yes
Integrate with 3rd-party apps Yes Yes Yes
Automated sales tax calculations Yes Yes Yes
Automatically sort bank and credit card transactions Yes Yes Yes
Capture and organize receipts Yes Yes Yes
Print checks and record transactions Yes Yes Yes
Prepare and print 1099s for contractors Yes Yes Yes
Track mileage using your smartphone Yes Yes Yes
Import data from Excel or QuickBooks Desktop Yes Yes Yes
Set up automated, recurring transactions Yes Yes Yes
Manage and pay bills from vendors Yes Yes Yes
Basic user permissions Yes Yes Yes
Track billable hours by customer Yes Yes Yes
Handle multiple currencies Yes Yes Yes
Enter bills and schedule payments for later Yes Yes Yes
Track time using TSheets Yes Yes Yes
Track project profitability No Yes Yes
Track inventory No Yes Yes
Create and send purchase orders No Yes Yes
Create budgets for income and expenses No Yes Yes
Categorize income and expenses using class tracking No Yes Yes
Track sales and profitability by location No Yes Yes
Batch transactions: invoices, checks, expenses, and bills No No Yes
Customize access by roles No No Yes
Online back-up and restore No No Yes
Enhanced custom fields No No Yes
Automate with reminders and rules No No Yes
Budget import from Excel No No Yes
Custom chart builder No No Yes
Cash flow dashboard No No Yes
Revenue streams dashboard No No Yes
Google Sheets integration No No Yes
Smart reporting powered by Fathom No No Yes
Priority Circle membership which includes: • Designated Customer Success Manager • Care calls routed to the front of the line • Access to self-paced, online QuickBooks training No No Yes