QuickBooks Online
Manage your books, track expenses, and invoice customers without an accountant
Problems It Solves
- Manual bookkeeping is time-consuming
- Don't know if the business is profitable
- Chasing late payments
- Tax time is stressful
Who Is It For?
Perfect for:
Small business owners who want to handle their own books
Not ideal for:
Large companies with complex accounting needs
Key Features
Automated bookkeeping
Transactions sync from your bank automatically
Invoice customers
Create and send professional invoices
Track expenses
Snap photos of receipts and categorize spending
Financial reports
Generate profit & loss, balance sheets instantly
What is QuickBooks Online?
QuickBooks Online is cloud-based accounting software designed for small businesses. It helps you track income and expenses, invoice customers, manage bills, and prepare for taxes - all without needing an accounting degree.
Who is it for?
Perfect for:
- Small business owners doing their own bookkeeping
- Freelancers and contractors tracking business finances
- Accountants managing multiple clients
- Growing businesses needing more than spreadsheets
Not ideal for:
- Very small hobby businesses (might be overkill)
- Large corporations with complex accounting
- Businesses needing industry-specific features
Common Use Cases
Monthly Bookkeeping
Connect your bank account and QuickBooks automatically categorizes transactions. Reconcile monthly in minutes instead of hours.
Customer Invoicing
Create professional invoices, send automatic payment reminders, and accept credit card payments online.
Tax Preparation
Generate reports your accountant needs. Track deductible expenses throughout the year. Export data to TurboTax.
How Much Does It Cost?
Plans start at $30/month for basic features. Most small businesses use the $60/month Essentials plan. Often 50% off for the first 3 months.
Getting Started
- Connect your bank - Link bank accounts and credit cards
- Set up accounts - Categorize your income and expenses
- Add customers - Import or add customer information
- Create first invoice - Send your first invoice
- Review reports - Check your profit & loss dashboard