QBO_Matrix_012216
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QBO Feature/FunctionSelf-EmployedSimple StartEssentialsPlusNotes
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General
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BrandingQuickBooks Self-EmployedOnline Simple StartOnline EssentialsOnline Plus
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USD Pricing (Monthly)10/month15/month30/month40/monthAccountant Pricing: Essentials 20/mo, Plus 30/mo. Wholesale Billing: 10 and 15/mo respectively
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Support: Phone for CustomersNoYesYesYes
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Support: Phone for AccountantsNoYesYesYes
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Support: Email for Customer & AccountantsYesNoNoNo
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Support: Chat AccountantsNoYesYesYes
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Attach Services
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QB PaymentsYesYesYesYes
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PayrollNoYesYesYes
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QuickBooks Online AccountantNoYesYesYes
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QuickBooks MobileYesYesYesYesQB Mobile is free with any QBO subscription, supports Invoice, Sales Receipt, Payment, Estimate, Customer Tracking, Item List (not actual list but can choose your items on sales forms. Expense and take picture of receipt, Online Banking, P&L
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Users
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User count 11 + Accountant3 + Accountant5 + Accountant Up to 2 Acconting firms
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AccountantNoYesYesYes
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Company AdminYesYesYes
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LimitedNoYesYes
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Reports OnlyNoYes
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Time OnlyNoYes
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Add up to 25 more users (fees apply)NoYes
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Add more usersNoUpgrade to EssentialsUpgrade to PlusUp to 25 usersUp to 25 users, fee applies (89/mo)
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Add more company filesNoYesYesYesSubscription price per company file, 10% off per file currently
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Company Operations/Activities
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Chart Of Accounts & Add/Edit/Delete AccountsYes - Sch C OnlyYesYesYesDeleting accounts makes them inactive
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Preferences accessYesYesYesYes
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Activity LogNoYesYesYes
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Manage Users and Access RightsNoYesYesYes
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ListsNoYesYesYes
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Import Data (Customers, Suppliers, CoA, Products & Services)
Bank Feed, MileageYesYesYes
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Export Data (to QBDT or Local Copy) to ExcelYesYesYes
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Import QuickBooks Desktop DataNoYesYesYes
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Recurring Transactions
Categorization rules available
YesYes
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BudgetsNoYes
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Company NameYes (invoicing)YesYesYes
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Legal Company Name optionYes (invoicing)YesYesYes
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Company AddressYes (invoicing)YesYesYes
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Customer Contact Company Address optionYes (invoicing)YesYesYes
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Legal Company Address optionYes (invoicing)YesYesYes
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Company EmailYes (invoicing)YesYesYes
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Customer Contact Company Email optionNoYesYesYes
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Company websiteNoYesYesYes
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Company Phone No.Yes (invoicing)YesYesYes
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Employer identification number (EIN)Yes (invoicing payments)YesYesYes
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Fiscal & Tax YearTax yearYesYesYes
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Tax FormYesYesYesYes
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Closing the BooksNoYesYesYes
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Sign out after inactivityYesYesYesYes
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Account NumbersNoYesYesYes
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QuickFill AutosuggestYesYesYesYes
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Terminology for CustomersNoYesYesYes
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Email AlertsYesYesYesYesFor Payroll only
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AutoRecallYesYesYesYes
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Class and Location Tracking
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Location TrackingNoYesTransaction Summary level, not line level
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Terminology for LocationsNoYesChoose one of 7 terms for your locations
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Class Tracking per transactionNoYes
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Class Tracking per lineNoYes
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Products and Services
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Products and services for salesYes (invoicing)YesYesYesAnd differentiate between an Item and a Service
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Quantity and Price/RateYes (invoicing)YesYesYes
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Products and services for purchasesNoYesAka "two-sided" items
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Quantity on Hand (Inventory Tracking)NoYesFIFO
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Add Pics to Items/ServicesNoYesYesYes
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Affecting Sales Forms
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Custom Transaction NumbersYes (invoicing)YesYesYes
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DepositsYes (invoicing)YesYesYes
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DiscountsNoYesYesYes
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Message to Customers on sales formsYes (invoicing)YesYesYes
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Sales TaxNoYesYesYes
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Service DatesNoYesYesYes
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Shipping charge fieldYes (invoicing, manual)YesYesYes
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TermsYes (invoicing, manual)YesYesYes
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Automatically Apply CreditsNoYesYesYes
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EstimatesNoYesYesYes
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Custom Fields (up to 3)NoYesYes
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Delayed ChargesNoYesYes
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Customize Printed FormsNoYesYesYes
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Change form namesNoYesYesYesChange form names for supported sales foms
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Default paper sizeUS Letter (differs by Geo)US LetterUS LetterUS Letter
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Delivery Method DefaultYesYesYesYes
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Email MessageYesYesYesYes
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Email sales forms as AttachmentsYesYesYesYes
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HTML-based emailsYesYesYesYes
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Statements - Show Aging InformationNoYesYesYes
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Automation Method & ScheduleNoYesYesCreate invoices automatically agains any unbilled charges, time, expense or cost
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Import Invoice TemplatesNoYesYesYes
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Vendors &Purchases
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Manage Bills (Account Payable)NoYesYes
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Vendor ListNoYesYesYes
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Pay One VendorNoYesYes
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Print Checks from Pay Bills windowsNoYesYes
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Vendor CreditNoYesYes
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1099/1096 MISC FormNoYes
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Purchase OrdersNoYes
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Multiple Split LinesNoYesYesYes
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Duplicate Checks WarningNoYesYesYes
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Duplicate Bills WarningNoYesYes
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TermsNoYesYesYes
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