QuickBooks

Custom Invoices, Quotes & Payment Tracking

QuickBooks allows users to create and customize invoices, convert estimates, and accept payments from clients with ease. Recurring invoices, tax and discount fields, shipping costs, and automated payment reminders are all supported. Some plans also include a Payments Agent that helps improve cash flow by suggesting optimal times to send invoices, identifying overdue accounts, and recommending follow-up actions.

Business Insights

Users can view profit and loss statements, balance sheets, and other visual reports in just a few clicks. When bank and credit card accounts are connected, financial data updates automatically for real-time insights. In select plans, reports also include AI-generated summaries that highlight trends, alert you to unusual changes, and provide context to help you interpret performance more easily.

Mile Tracking

The mileage tracker, available with the Self-Employed plan, uses your phone’s GPS to log business trips automatically. You can categorize trips and track deductible mileage throughout the year, making tax preparation easier for anyone who drives for work.

Project Tracking

QuickBooks supports project-level tracking to help users understand the revenue and expenses associated with specific jobs. This feature is available in the Plus plan and above, and allows multiple users to collaborate and monitor performance. Advanced plans include tools that automatically track profitability, flag anomalies, and help users stay on budget with less manual oversight.

Payroll Processing

Full-service payroll can be added to any plan for an additional fee. This includes next-day direct deposit, automated tax filing, and access to W-2 forms. Payroll integrates directly with your books, so employee payments and tax records stay in sync with your accounting data.

Cloud Accounting & Data Security

QuickBooks is a cloud-based platform, which means your data is securely stored online and accessible from any device. Bank-level encryption, secure login, and customizable access controls help ensure that only authorized users can view or manage your financial information.

Tax Management, Powered by TurboTax

QuickBooks integrates with TurboTax to provide a streamlined tax filing experience. Users can manage their books throughout the year, then file taxes with step-by-step guidance and expert support. Payment is only required upon filing, with pricing starting at $169. Additional tax preparation tools help users categorize expenses and maintain year-round tax readiness.

AI Agents and Automation

Across supported plans, QuickBooks includes AI-powered tools that help automate everyday tasks. These include the Accounting Agent, which assists with categorization and reconciliation; the Payments Agent, which recommends how to improve invoice collection; and the Customer Agent, which helps prioritize leads and draft follow-up messages. These features are built to work automatically in the background, reducing manual effort while improving accuracy and decision-making.

QuickBooks is designed to work seamlessly with a wide range of third-party apps and business tools. These integrations help users automate tasks, streamline operations, and customize the platform to match their workflow. Below are some of the most commonly used add-ons and integrations:

• Import financial data from PayPal, Square, and most major banks to keep transactions updated in real time
• Connect e-commerce platforms like Shopify to track online sales, manage inventory, and calculate sales tax
• Accept payments using mobile card readers or point-of-sale systems, with data syncing automatically into your books
• Run full-service payroll and file federal and state taxes directly from your QuickBooks dashboard
• Download the mobile app on iOS or Android to manage your books on the go
• Automate accounts payable by linking to tools like Bill.com for vendor tracking, approvals, and payments
• Sync with Method:CRM to manage leads, track customer communications, and keep sales activity aligned with accounting

Whether you’re managing a small team or running a growing online store, QuickBooks offers integration options that help consolidate your operations in one place.

Although it’s not rocket science, getting familiar with QuickBooks takes a bit of time. The platform itself is quick to set up. After entering your company information, you’ll find a clean, well-organized interface with a left-hand navigation bar and an intuitive layout.

A search bar at the top makes it easy to locate transactions, contacts, or reports. In some plans, Smart Search allows you to customize filters and quickly surface what you need without digging through menus.

If the dashboard feels unfamiliar at first, QuickBooks offers a large library of tutorial videos to help you get started. Because it’s so widely used, you’ll also find countless how-to guides on YouTube and third-party sites. For those who prefer live instruction, Intuit hosts two-day classes in cities across the U.S.