Quickbooks
Back office
- Still using at 12 months
- Not enough data yet. Join the panel
- Starting price
- $38per month
- Owned by
- Intuit Inc.
QuickBooks is an accounting software package developed by Intuit, primarily aimed at small and medium-sized businesses. It offers features for bookkeeping, invoicing, bill pay, payroll, and financial reporting, leveraging AI for transaction categorization, reconciliation, and lead management.
Add it to your stack and it counts toward the retention number on this page. Keep adding as you read. The account comes at the end, when you save. Your name is never attached to a published figure.
Fewer than five panel members have reported what they used before Quickbooks or what they moved to after. Nothing publishes below five. Put your stack on the record and the count moves.
- Category
- Back office
- Owner
- Intuit Inc.
- Parent company
- Intuit Inc.
- HQ
- Mountain View, California, U.S.
- Starting price
- $38 per month · Simple Start plan, the cheapest published paid tier
Not yet researched: trades, founded, funding stage, price verified. Work here? Fill this in
Not yet researched.
Not yet researched.
QuickBooks utilizes AI agents for tasks such as transaction categorization, reconciliation, and lead identification, assisting users with financial management.
- Engineering team
- Not stated
- Months in market
- Not stated
- Public security page
- No
- SOC 2
- None stated
- Public API
- None
- Published docs
- No
- Data export
- None
- Status page
- No
- Support
- No phone
- Funding stage
- Not stated
- Named leadership
- No
Checkable facts only, each dated. DIALED does not rate these. Read them and decide.
| Plan | Price | What the vendor says it includes |
|---|---|---|
| Simple Start | $38/month | Smart expense organization; Business tax deduction maximizer; Intuit Intelligence chat (25 prompts/mo); Onboarding and migration (Beta); Product support; Cash flow planning; Accounting AI; Payments AI; Bill Pay AI; Sales Tax AI; Customer AI; Automated bookkeeping; Automated bank feeds; Invite your accountant; Purchase notifications; AI-enabled expert collaboration; Multiple currencies; AI-powered reconciliation; Anomaly detection and resolution; Revenue recognition; Auto-track fixed assets; Pay bills; Free ACH included; Auto-match transactions; Auto-generated bills; Receipt capture; Bill management; Mileage tracking; Manage contractors; Vendor setup; Estimates; Invoice and payments; Auto-generated invoices and reminders; Connect sales channels (1); Sales and sales tax; Recurring invoices; Customer management; Notes and tasks management; Activity feed; Customer referrals, feedback, work requests and testimonials; Appointment scheduling; Contact forms; Lead management; Contract upload and e-signature; Proposals (Beta); Enter time; Project profitability tracking (Basic); Project Management; Project Management AI (Beta); Inventory tracking; Purchase orders; Sales orders; Item receipt; Shipping labels; Automatic sales tax; Sales tax liability tracking; Economic nexus tracking; Sales Tax AI; Business checking with 3.00% APY; Lending marketplace; Access capital; Business credit card; Mobile app; App integrations; Business planner; Reports (General); Custom Fields (1); User management and permissions (Basic); Class and location tracking; Workflow automation; Batch invoices and expenses; Backup and restore; Premium support and on-demand training |
| Essentials | $75/month | Smart expense organization; Business tax deduction maximizer; Intuit Intelligence chat (25 prompts/mo); Onboarding and migration (Beta); Product support; Cash flow planning; Accounting AI; Payments AI; Bill Pay AI; Sales Tax AI; Customer AI; Automated bookkeeping; Automated bank feeds; Invite your accountant; Purchase notifications; AI-enabled expert collaboration; Multiple currencies; AI-powered reconciliation; Anomaly detection and resolution; Revenue recognition; Auto-track fixed assets; Pay bills; Free ACH included; Auto-match transactions; Auto-generated bills; Receipt capture; Bill management; Mileage tracking; Manage contractors; Vendor setup; Estimates; Invoice and payments; Auto-generated invoices and reminders; Connect sales channels (3); Sales and sales tax; Recurring invoices; Customer management; Notes and tasks management; Activity feed; Customer referrals, feedback, work requests and testimonials; Appointment scheduling; Contact forms; Lead management; Contract upload and e-signature; Proposals (Beta); Enter time; Project profitability tracking (Enhanced); Project Management; Project Management AI (Beta); Inventory tracking; Purchase orders; Sales orders; Item receipt; Shipping labels; Automatic sales tax; Sales tax liability tracking; Economic nexus tracking; Sales Tax AI; Business checking with 3.00% APY; Lending marketplace; Access capital; Business credit card; Mobile app; App integrations; Business planner; Reports (Enhanced); Custom Fields (4); User management and permissions (Basic); Class and location tracking; Workflow automation; Batch invoices and expenses; Backup and restore; Premium support and on-demand training |
| Plus | $115/month | Smart expense organization; Business tax deduction maximizer; Intuit Intelligence chat (25 prompts/mo); Onboarding and migration (Beta); Product support; Cash flow planning; Accounting AI; Payments AI; Bill Pay AI; Sales Tax AI; Customer AI; Budgeting; AI Insights & Anomaly Detection; Finance AI; Project Management AI (Beta); Automated bookkeeping; Automated bank feeds; Invite your accountant; Purchase notifications; AI-enabled expert collaboration; Multiple currencies; AI-powered reconciliation; Anomaly detection and resolution; Revenue recognition; Auto-track fixed assets; Pay bills; Free ACH included; Auto-match transactions; Auto-generated bills; Receipt capture; Bill management; Mileage tracking; Manage contractors; Vendor setup; Estimates; Invoice and payments; Auto-generated invoices and reminders; Connect sales channels (All available); Sales and sales tax; Recurring invoices; Customer management; Notes and tasks management; Activity feed; Customer referrals, feedback, work requests and testimonials; Appointment scheduling; Contact forms; Lead management; Contract upload and e-signature; Proposals (Beta); Enter time; Project profitability tracking (Enhanced); Project Management; Project Management AI (Beta); Inventory tracking; Purchase orders; Sales orders; Item receipt; Shipping labels; Automatic sales tax; Sales tax liability tracking; Economic nexus tracking; Sales Tax AI; Business checking with 3.00% APY; Lending marketplace; Access capital; Business credit card; Mobile app; App integrations; Business planner; Reports (Comprehensive); Custom Fields (4); User management and permissions (Custom); Class and location tracking (40); Workflow automation; Batch invoices and expenses; Backup and restore; Premium support and on-demand training |
| Advanced | $275/month | Smart expense organization; Business tax deduction maximizer; Intuit Intelligence chat (25 prompts/mo); Onboarding and migration (Beta); Product support; Cash flow planning; Accounting AI; Payments AI; Bill Pay AI; Sales Tax AI; Customer AI; Budgeting; AI Insights & Anomaly Detection; Finance AI; Project Management AI (Beta); Custom report builder; Advanced report formatting; KPI tracking & analysis (Unlimited); Dashboards (Advanced); Management reports; Forecasting; Data sync with Excel; Automated bookkeeping; Automated bank feeds; Invite your accountant; Purchase notifications; AI-enabled expert collaboration; Multiple currencies; AI-powered reconciliation; Anomaly detection and resolution; Revenue recognition; Auto-track fixed assets; Pay bills; Free ACH included; Auto-match transactions; Auto-generated bills; Receipt capture; Bill management; Mileage tracking; Manage contractors; Vendor setup; Estimates; Invoice and payments; Auto-generated invoices and reminders; Connect sales channels (All available); Sales and sales tax; Recurring invoices; Customer management; Notes and tasks management; Activity feed; Customer referrals, feedback, work requests and testimonials; Appointment scheduling; Contact forms; Lead management; Contract upload and e-signature; Proposals (Beta); Enter time; Project profitability tracking (Enhanced); Project Management; Project Management AI (Beta); Inventory tracking; Purchase orders; Sales orders; Item receipt; Shipping labels; Automatic sales tax; Sales tax liability tracking; Economic nexus tracking; Sales Tax AI; Business checking with 3.00% APY; Lending marketplace; Access capital; Business credit card; Mobile app; App integrations; Business planner; Reports (Powerful); Custom Fields (12); User management and permissions (Custom); Class and location tracking (Unlimited); Workflow automation; Batch invoices and expenses; Backup and restore; Premium support and on-demand training |
Pricing page ↗ · 2026-08-04
“Your AI agents categorize and reconcile transactions, combine data, spot inconsistencies for your expert’s review, and proactively recommend next steps.”
Source ↗ · 2026-08-04
“Save time, automate tasks, and grow your business with the power of AI and trusted experts.”
Source ↗ · 2026-08-04
“Your Customer Agent identifies new leads in your email inbox and drafts personalized follow-ups for you to edit, review, and send.”
Source ↗ · 2026-08-04
“74% of customers say Intuit Assist gives them a better view of their business's financial health.”
Source ↗ · 2026-08-04
“AI Chat for instant insights 25 questions per month BETA”
Source ↗ · 2026-08-04
“Categorizes expenses”
Source ↗ · 2026-08-04
“Maximizes tax deductions NEW”
Source ↗ · 2026-08-04
“Cleans up your books with Accounting AI”
Source ↗ · 2026-08-04
“Gets you paid faster with Payments AI”
Source ↗ · 2026-08-04
“Reconciles your books”
Source ↗ · 2026-08-04
“Surfaces profit & loss insights”
Source ↗ · 2026-08-04
“Finds and fixes anomalies”
Source ↗ · 2026-08-04
“Catches discrepancies before filing with Sales Tax AI”
Source ↗ · 2026-08-04
“Sources leads and helps with follow-up with Customer AI”
Source ↗ · 2026-08-04
“Auto-creates projects and allocates costs with Project Management AI BETA”
Source ↗ · 2026-08-04
“Gives tailored financial insights with Finance AI”
Source ↗ · 2026-08-04
- 1buildAdvertised by vendorTwo-way · estimates, invoices, client data
- BeamAdvertised by vendorNot stated · accounting data, project financials, payments, job costing, invoices, bills, expenses
- bigcommerceAdvertised by vendorTwo-way · eCommerce sales
- BroadlyAdvertised by vendorTwo-way · customer transaction data
- Builder PrimeAdvertised by vendorTwo-way · invoices, payments · included
- BuildernAdvertised by vendorTwo-way · Budgets, Invoices, Payments · included
- ClocksharkAdvertised by vendorNot stated · timesheets
- ContractorforemanAdvertised by vendorTwo-way · invoices, bills, payments, expenses, job costing
- ContractorHUBAdvertised by vendorNot stated · accounting data, financial reporting, invoices
- CoperniqAdvertised by vendorNot stated · accounting workflow
- ebayAdvertised by vendorTwo-way · eCommerce sales
- EstimaterocketAdvertised by vendorTwo-way · financial data · included
- etsyAdvertised by vendorTwo-way · eCommerce sales
- FieldCampAdvertised by vendorNot stated · invoices, payments, accounting
- FieldedgeAdvertised by vendorTwo-way · income, expenses · included
- HCSSAdvertised by vendorTwo-way · payroll, accounting
- HousecallproAdvertised by vendorOne-way, out · invoice data
- JobprogressAdvertised by vendorTwo-way · unknown · included
- Joby CRMAdvertised by vendorTwo-way · invoices, payments, accounting records · included
- KojoAdvertised by vendorTwo-way · data flow
- LevelsetAdvertised by vendorTwo-way
- MagicplanAdvertised by vendorTwo-way · Accounting and billing · included
- mailchimpAdvertised by vendorTwo-way · marketing and financial data
- MarketsharpAdvertised by vendorTwo-way
- MhelpdeskAdvertised by vendorTwo-way · invoices · included
- MX BuildAdvertised by vendorNot stated · expenses, transactions, general-ledger export · included
- OpensolarAdvertised by vendorTwo-way · accounting data · monthly fee per organization
- PaintscoutAdvertised by vendorTwo-way · unknown · included
- Paradigm CRMAdvertised by vendorNot stated · financials · included
- Pitch GaugeAdvertised by vendorNot stated · accounting, invoices, payments
- PlanswiftAdvertised by vendorTwo-way · data
- PlyAdvertised by vendorTwo-way · financial updates, direct invoicing, expense reconciliation · included
- PraxedoAdvertised by vendorTwo-way · unknown · unknown
- RedTeamAdvertised by vendorTwo-way · financials, documents · included
- Roof Flow ProAdvertised by vendorNot stated · receivables, payables, profit
- RoofITAdvertised by vendorTwo-way · Invoices, Payments, Expenses, Account mappings, Financial data · included
- RoofLinkAdvertised by vendorNot stated · customers, jobs, payments, work orders
- ServiceautopilotAdvertised by vendorTwo-way · Invoices, Payments, Customers · included
- ServicefusionAdvertised by vendorTwo-way · invoicing, payments · included
- ServiceminderAdvertised by vendorTwo-way · payments, invoices · included
- shopifyAdvertised by vendorTwo-way · sales activity
- SmartserviceAdvertised by vendorTwo-way · invoices, payments, customer details, employee, product, service information · included
- squarespaceAdvertised by vendorTwo-way · eCommerce sales
- WebFXAdvertised by vendorNot stated
- wixAdvertised by vendorTwo-way · eCommerce sales
- woocommerceAdvertised by vendorTwo-way · eCommerce sales
No verified reports on Quickbooks yet.
