| A | B | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1 | Type | Feature | Online Solopreneur $20/m | Online Ledger $10/m | Online Simple Start $38/m | QuickBooks Online Essentials $75/m | QuickBooks Online Plus $115/m | QuickBooks Online Advanced $275/m | Intuit Enterprise Suite (Approx $8000/y) | Desktop Enterprise Platinum 2024 From $2,400/y (1-user) To: $11,000/y (30-user) | Desktop Pro PLUS 2024 From $1000/y (1-user) To $2000/y (3-user) | QuickBooks Premier PLUS 2024 From $1500/y (1-user) To $3500/y (5-user) | QuickBooks Desktop Accountant PLUS 2024 $2400/y | |||||||||||
2 | _Free Add-on | Works with RightTool Addon for Chrome or Edge Browser | Yes (limited) | Yes | Yes | Yes | Yes | Yes | Yes | No | No | No | No | |||||||||||
3 | Accounting | Chart of Accounts Templates | No | Yes | Accountant Only | Accountant Only | Accountant Only | Accountant Only | Yes | Yes | Yes | Yes | Yes | |||||||||||
4 | Accounting | Books Review (Comprehensive tools to manage month-end closing process) | No | Yes | Accountant Only | Accountant Only | Accountant Only | Accountant Only | Accountant Only | No | No | No | No | |||||||||||
5 | AI | Smart expense organization (upload receipts/bills and convert them to expenses or Bills) | No | Yes | Yes | Yes | Yes | Yes | Yes | No | No | No | No | |||||||||||
6 | AI | Accounting Agent (Auto-categorize transactions from Bank Feed) | No | No | No | Yes | Yes | Yes | Yes | No | No | No | No | |||||||||||
7 | AI | Payments Agent (suggest wasys to get paid faster) | No | No | No | Yes | Yes | Yes | Yes | No | No | No | No | |||||||||||
8 | AI | AI-powered Reconciliation (attempt to reconcile the bank accounts after uploading the PDF bank statement) | No | No | No | Yes | Yes | Yes | Yes | No | No | No | No | |||||||||||
9 | AI | Customer Agent (read your gmail and try to bring up potential leads) | No | No | No | Yes | Yes | Yes | Yes | No | No | No | No | |||||||||||
10 | AI | Finance Agent (Report Insights, KPI analysis, and anomily detection) | No | No | No | No | Yes | Yes | Yes | No | No | No | No | |||||||||||
11 | AI | Project Management Agent (create projects for uploaded documents) | No | No | No | No | Yes | Yes | Yes | No | No | No | No | |||||||||||
12 | AI | Intuit Intelligence (AI Chat) | No | No | No | Yes | Yes | Yes | Yes | No | No | No | No | |||||||||||
13 | Banking | Toggle for Categorizing Personal vs Business Expenses | Yes | No | No | No | No | No | No | No | No | No | No | |||||||||||
14 | Banking | Add Doc Attachment from Bank Feeds | No | Yes | Yes | Yes | Yes | Yes | Yes | No | No | No | No | |||||||||||
15 | Banking | Advanced Bank Feeds (Detailed Rules, Auto Add, Undo, Excluded Transactions, Copy Payee in Memo, Reclass Posted Transactions) | No | Yes | Yes | Yes | Yes | Yes | Yes | No | No | No | No | |||||||||||
16 | Banking | Built-in tool to download and classify PayPal transactions | No | Yes | Yes | Yes | Yes | Yes | Yes | No | No | No | No | |||||||||||
17 | Banking | Direct Download transactions from bank at no cost (90 days worth) | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | No | No | No | |||||||||||
18 | Banking | Direct Download transactions (most banks charge for Direct Downloads with QBDesktop) | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | |||||||||||
19 | Banking | Import/Export Bank Rules | No | Yes | Yes | Yes | Yes | Yes | Yes | No | No | No | No | |||||||||||
20 | Banking | Manually upload a .CSV file from the bank into Bank Feeds (1000 transaction limit) | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | No | No | No | |||||||||||
21 | Banking | Manually upload a .QBO file from the bank into Bank Feeds | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | |||||||||||
22 | Banking | Previous Reconciliations History | No | Yes | Yes | Yes | Yes | Yes | Yes | Yes | No | Yes | Yes | |||||||||||
23 | Banking | Select Class from Bank Feeds | No | No | No | No | Yes | Yes | Yes | Yes | Yes | Yes | Yes | |||||||||||
24 | Banking | Select Location from Bank Feeds | No | No | No | No | Yes | Yes | Yes | No | No | No | No | |||||||||||
25 | Banking | Select Dimension from Bank Feeds | No | No | No | No | Yes | No | Yes | No | No | No | No | |||||||||||
26 | Banking | Select Customer:Project from Bank Feeds | No | No | No | No | Yes | Yes | Yes | Yes | Yes | Yes | Yes | |||||||||||
27 | Banking | Upload Receipts or Bills using mobile device (or upload file in browser) to create an expense /payable workflow | No | No | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes, | Yes | |||||||||||
28 | Banking | QB Bill Payments Addon (first 5 free, then $15m or $90/m) | No | No | Yes | Yes | Yes | Yes | Yes (but a different price) | No | No | No | No | |||||||||||
29 | Contractors / Projects / Job Costing | Certified Payroll Reports | No | No | No | No | No | No | Yes | Yes | Yes | Yes | Yes | |||||||||||
30 | Contractors / Projects / Job Costing | Change Order tracking on Estimates | No | No | No | No | No | No | Yes | Yes | No | Yes | Yes | |||||||||||
31 | Contractors / Projects / Job Costing | Project Phase Tracking (Formerly known as Milestones) | No | No | No | No | No | No | Yes | No | No | No | No | |||||||||||
32 | Contractors / Projects / Job Costing | Cost Groups (Item grouping in estimates/budgets) | No | No | No | No | No | No | Yes | No | No | No | No | |||||||||||
33 | Contractors / Projects / Job Costing | AIA Style Invoicing (BETA) | No | No | No | No | No | No | Yes | No | No | No | No | |||||||||||
34 | Contractors / Projects / Job Costing | Proposals with Embeded Estimates | No | No | No | No | No | No | Yes | No | No | No | No | |||||||||||
35 | Contractors / Projects / Job Costing | AI for Cost Allocation & Budget Insights | No | No | No | No | No | No | Yes | No | No | No | No | |||||||||||
36 | Contractors / Projects / Job Costing | Detailed Budget per Project (instead of Project Estimate) | No | No | No | No | No | No | Yes | No | No | No | No | |||||||||||
37 | Contractors / Projects / Job Costing | WIP Dashboard Widget | No | No | No | No | No | No | Yes | No | No | No | No | |||||||||||
38 | Contractors / Projects / Job Costing | Change Order tracking from Estimates with approval workflow | No | No | No | No | No | No | Yes | No | No | No | No | |||||||||||
39 | Contractors / Projects / Job Costing | Original and Modified Value Tracking (with Negative Change Orders) | No | No | No | No | No | No | Yes | No | No | No | No | |||||||||||
40 | Contractors / Projects / Job Costing | Cost to Complete Tracking (with Manual Progress % Tracking) and Reporting | No | No | No | No | No | Yes | Yes | Yes | No | No | Yes | |||||||||||
41 | Contractors / Projects / Job Costing | Estimates vs. Actual Reports (Tracking Estimated Costs per job/project) | No | No | No | No | No | Yes | Yes | Yes | Yes | Yes | Yes | |||||||||||
42 | Contractors / Projects / Job Costing | Job Profitability Detail | No | No | No | No | No | No | Yes | Yes | Yes | Yes | Yes | |||||||||||
43 | Contractors / Projects / Job Costing | Job Cost Tracking | No | No | No | No | Yes | Yes | Yes | Yes | Yes | Yes | Yes | |||||||||||
44 | Contractors / Projects / Job Costing | Job/Project Status Report | No | No | No | No | Yes | No | Yes | Yes | Yes | Yes | Yes | |||||||||||
45 | Contractors / Projects / Job Costing | Job Type Tracking | No | No | No | No | No | No | No | Yes | Yes | Yes | Yes | |||||||||||
46 | Contractors / Projects / Job Costing | Job Profitability Summary | No | No | No | No | Yes | Yes | Yes | Yes | Yes | Yes | Yes | |||||||||||
47 | Contractors / Projects / Job Costing | Special Construction Industry specific reports | No | No | No | No | No | No | Yes | Yes | No | Yes | Yes | |||||||||||
48 | Contractors / Projects / Job Costing | Work in Process Report | No | No | No | No | No | Yes | Yes | Yes | No | No | No | |||||||||||
49 | Contractors / Projects / Job Costing | Progress Invoicing | No | No | No | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | |||||||||||
50 | Contractors / Projects / Job Costing | Special Construction Industry KPI/Dashboard: Project Progress, Project Expenses, Estimates vs Actual Income, Estimates vs Actual Cost, Actual Income vs. Cost, Unbilled Time and Expenses | No | No | No | No | No | No | Yes | No | No | No | No | |||||||||||
51 | Contractors / Projects / Job Costing | Company Goal Setting for a time period: Total Income, Total Expense, Net Profit Margin, and Gross Profit Margin. And Project Gross Margin Goal Setting | No | No | No | No | No | No | Yes | No | No | No | No | |||||||||||
52 | Contractors / Projects / Job Costing | AI Generated Forcasting | No | No | No | No | No | No | Yes | No | No | No | No | |||||||||||
53 | Contractors / Projects / Job Costing | Reminders/Notifications for Projects in Workflows: Reminder on project expenses when go higher than costs, Reminder on any project updates, Reminder profitability when it is less than what you estimated, and Notify project progress percentage for invoicing | No | No | No | No | No | No | Yes | No | No | No | No | |||||||||||
54 | Contractors / Projects / Job Costing | Approval Workflows on Budget Creation | No | No | No | No | No | No | Yes | No | No | No | No | |||||||||||
55 | Contractors / Projects / Job Costing | Comited Costs Report | No | No | No | No | No | No | Yes | Yes | No | No | No | |||||||||||
56 | Contractors / Projects / Job Costing | Manage Tasks inside Projects | No | No | No | No | No | No | Yes | No | No | No | No | |||||||||||
57 | Contractors / Projects / Job Costing | Manage Milestones inside Projects (and group items by Milestone for a Cost by Milestone Report) | No | No | No | No | No | No | Yes | No | No | No | No | |||||||||||
58 | Contractors / Projects / Job Costing | Custom Fields on Projects | No | No | No | No | No | Yes | Yes | No | No | No | No | |||||||||||
59 | Contractors / Projects / Job Costing | Default Dimensions on Projects | No | No | No | No | No | No | Yes | No | No | No | No | |||||||||||
60 | Contractors / Projects / Job Costing | Entering Sales Reps or Item-level Custom Fields in Bills, Checks, or Credit Card Charges | No | No | No | No | No | No | No | Yes | No | No | No | |||||||||||
61 | Contractors / Projects / Job Costing | Payroll-level Job Costing | No | No | No | No | Yes | Yes | Yes | Yes | Yes | Yes | Yes | |||||||||||
62 | Contractors / Projects / Job Costing | Timesheet-level Labor Costing to Projects with Overhead Cost-Rates | No | No | No | No | Yes | Yes | Yes | No | No | No | No | |||||||||||
63 | Free Trial | No Credit Card 30-day Trial | Yes, but a CC is required | No, but prorated amount | Link | Link | Link | Link | No | Link | No | No | No | |||||||||||
64 | General | Pre-payments on Estimates & Sales Orders / Customer Deposits (New in 2024) | No | No | No | No | No | No | No | Yes | No | No | No | |||||||||||
65 | General | Expense Report Tool for employees to submit reimbursable expense reports | No | No | No | No | No | Yes | Yes | No | No | No | No | |||||||||||
66 | General | Integration with Webgility for E-commerce WITHIN QuickBooks | No | No | No | No | No | No | No | Yes | No | No | No | |||||||||||
67 | General | Purchase Order and Bill approval Workflow | No | No | No | No | No | Yes | Yes | Yes | No | No | No | |||||||||||
68 | General | Customizable Vendor Bill Payment Stub | No | No | No | No | No | No | No | Yes | No | No | No | |||||||||||
69 | General | Number of total tag groups and tags | 0 | 40/300 | 40/300 | 40/300 | 40/300 | Unlimited | Unlimited | N/A | N/A | N/A | N/A | |||||||||||
70 | General | Add/Edit Multiple Customers, Vendors, or Items in batch (with excel copy/paste) | No | No | No | No | No | No | No | Yes | Yes | Yes | Yes | |||||||||||
71 | General | Batch Delete Bills and Checks | No | No | No | No | No | No | No | Yes | No | No | Yes | |||||||||||
72 | General | Batch Delete Invoices | No | No | No | No | No | Yes | Yes | Yes | No | No | Yes | |||||||||||
73 | General | Batch Delete Sales Orders | No | No | No | No | No | No | No | Yes | No | No | Yes | |||||||||||
74 | General | Add Tags or Labels to transactions to create highly customized, specialty reports | No | Yes | Yes | Yes | Yes | Yes | Yes | No | No | No | No | |||||||||||
75 | General | Batch Enter Invoices, Bills, Expenses, and Checks in a spreasdheet style window via Copy/Paste) | No | No | No | No | No | Yes (but Copy/paste is a little clunky) | Yes (but Copy/paste is a little clunky) | Yes | No | No | Yes | |||||||||||
76 | General | Batch Import Invoices, Sales Receipts Bills, Expenses, and Checks via CSV | No | No | No | No | No | Yes | Yes | No | No | No | No | |||||||||||
77 | General | Batch Fix unpplied customer payments and vendor payments | No | No | No | No | No | No | No | Yes | No | No | Yes | |||||||||||
78 | General | Batch Invoicing from grid-style creator or via CSV | No | No | No | No | No | Yes | Yes | Yes | No | Yes | Yes | |||||||||||
79 | General | Batch Invoicing based on Customer Type | No | No | No | No | No | No | No | Yes | No | No | No | |||||||||||
80 | General | Batch Invoicing from Billable items | No | No | No | No | No | No | No | Yes | No | Yes | Yes | |||||||||||
81 | General | Batch Reclassify the account and/or class from a transaction | No | Yes | Accountant Only | Accountant Only | Accountant Only | Yes | Yes | Yes | No | No | Yes | |||||||||||
82 | General | Billable Millage Tracking | No | No | No | No | No | No | No | Yes | Yes | Yes | Yes | |||||||||||
83 | General | Billing Rate Levels | No | No | No | No | No | No | No | Yes | Yes | Yes | Yes | |||||||||||
84 | General | Built-in Support for Salesforce Integration (extra addon) | No | No | No | No | No | Yes | Yes | No | No | No | No | |||||||||||
85 | General | Change Item Prices in Bulk | No | No | No | No | No | No | No | Yes | No | Yes | Yes | |||||||||||
86 | General | Client Data Review (Tools for accountant to identify and fix errors) | No | Yes | Accountant Only | Accountant Only | Accountant Only | Yes | Yes | Yes | No | No | Yes | |||||||||||
87 | General | Collaboration with Accountant or 3rd party | 2 Accountant users | 2 Accountant users | 2 Accountant users | 2 Accountant users | 2 Accountant users | 3 Accountant users | 3 Accountant users | Transfer file via "Accountant's Copy" | Transfer file via "Accountant's Copy" | Transfer file via "Accountant's Copy" | Transfer file via "Accountant's Copy" | |||||||||||
88 | General | Company File Overview (transaction Count and summary of transactions) | No | Yes | Accountant Only | Accountant Only | Accountant Only | Yes | Yes | No | No | No | No | |||||||||||
89 | General | Using Items (Products/Services) In Expense Transactions like Checks, Expenses, and Bills | No | No | No | No | Yes | Yes | Yes | Yes | Yes | Yes | Yes | |||||||||||
90 | General | Condense Data / Period Copy | No | No | No | No | No | No | No | Yes | No | No | Yes | |||||||||||
91 | General | Connect QuickBooks with External ODBC-compliant Database | No | No | No | No | No | No | No | Yes | No | No | No | |||||||||||
92 | General | Ability to Backup or Duplicte Data files locally | No | No | No | No | No | No | No | Yes | Yes | Yes | Yes | |||||||||||
93 | General | Class Tracking | No | No | No | No | Yes | Yes | Yes | Yes | Yes | Yes | Yes | |||||||||||
94 | General | Create Bills from Vendor Timesheets | No | No | No | No | No | No | No | Yes | Yes | Yes | Yes | |||||||||||
95 | General | Cloud-Based Document Attachment | No | Yes | Yes | Yes | Yes | Yes | Yes | No | No | No | No | |||||||||||
96 | General | Create Custom Workflows (Approve an Invoice before is posted, Approve Bill before is posted to be paid, Vendor payment reminders, automate payment receipt emails, overdue invoice memo, etc) | No | No | No | No | No | Yes | Yes | No | No | No | No | |||||||||||
97 | General | Create Period Copies for audits or limited time-frame reviews | No | No | No | No | No | No | No | Yes | No | No | Yes | |||||||||||
98 | General | Comprehensive Training Videos Included | No | No | No | No | Yes | Yes | Yes | Yes | No | No | No | |||||||||||
99 | General | Fully Featured Sales Orders (and/or Convert Estimates to Sales Orders). Track Back Orders | No | No | No | No | No | No | No | Yes | No | Yes | Yes | |||||||||||
100 | General | Basic Sales Orders (for E-commerce sales and light backorder tracking) | No | No | No | No | Yes | Yes | Yes | Yes | No | Yes | Yes |