QuickBooks Online Partner Profile

QuickBooks Online Products for Venture-Funded Startups

Core Accounting & Bookkeeping

• Automated Transaction Sync and Categorization. Connects directly to business bank accounts and credit cards to automatically import and categorize transactions, reducing manual data entry and reconciliation work.
• Smart Reconciliation Tools. Automatic matching of imported bank transactions to entered records, with customizable banking rules for extra precision.
• Expense Tracking and Receipt Management. Capture, upload, and match digital receipts via mobile app or browser. Set up expense categories and rules to streamline bookkeeping and maximize deductions.
• Invoicing and Payment Collection. Customize and send professional invoices, estimates, and payment reminders. Accept payments online and track receivables end-to-end.
• Accounts Payable and Bill Pay. Manage vendor bills, set up recurring payments, and automate approvals. Track payables in real time and schedule payments for optimal cash management.
• Sales Tax Tracking. Automatically calculate and track sales tax for each transaction and generate reports for easy filing in all supported states.

Payroll (Add-On)

• Full-Service Payroll. Integrated payroll runs for W-2 employees and 1099 contractors, including automatic tax calculations, filings, and year-end forms.
• Benefits and HR. Access integrated benefits administration, including health insurance, workers’ compensation, and 401(k) plans, with a dedicated HR support center.
• Time Tracking and Job Costing. Built-in QuickBooks Time integration allows for time tracking, overtime management, and payroll cost allocation, making it easy to calculate project profitability.
• Automated Compliance. Automated updates for tax rates and regulations ensure you stay compliant with federal and state payroll tax rules.

Reporting and Analytics

• Customizable Dashboards. At-a-glance overview of income, expenses, sales, and profits, with drill-down for details.
• Built-In and Custom Reports. Dozens of ready-to-use financial, tax, and management reports, including P&L, balance sheet, cash flow statements, aged receivables, and more. Favorite and schedule reports for easy access.
• GAAP Compliance. Reports and processes designed to follow Generally Accepted Accounting Principles for audit readiness.

Inventory and Project Management

• Inventory Tracking. Real-time inventory updates and low-stock alerts for product-based startups. Seamlessly convert purchase orders to bills, track inventory by location and integrated channels.
• Project Profitability Tracking. Assign income and expenses to projects or departments to track profitability and support data-driven growth.

Integrations and API Access

• 750+ App Integrations. Connect with leading tools for payments, payroll, CRM, e-commerce (e.g., Shopify, Amazon, eBay), AP automation, and more. Extensible with enterprise-level APIs for custom workflows.
• Bank-Grade Security. Secure, cloud-based access with two-factor authentication, user roles and permissions, and a detailed audit log.
• Mobile App. Manage accounting, send invoices, capture receipts, and view real-time dashboards on the go with QuickBooks’ iOS and Android apps.

Multi-User Collaboration

• Role-Based Permissions. Invite accountants, bookkeepers, and team members with tailored access to relevant modules and records, ensuring control over sensitive data.
• Accountant Tools. Specialized views and features for professional advisors, with client switching, custom reports, and consolidated firm dashboards.