Track Profitability by Project or Client
Use the Projects feature to monitor income and expenses for each engagement. This helps you identify which services or clients are most profitable.
Automate Invoicing & Payment Reminders
Set up recurring invoices and automatic reminders to reduce late payments and improve cash inflow.
Use the Profit & Loss Report Strategically
Review this report monthly to spot trends, cut unnecessary expenses, and adjust pricing or service offerings accordingly.
Cash Flow Center & Planner
QuickBooks Online includes a Cash Flow Center that gives you real-time insights and forecasts for the next 90 days. This helps you anticipate shortfalls and plan spending.
Bank Feeds & Reconciliation
Link your bank accounts to automatically track transactions. Regular reconciliation ensures accuracy and prevents surprises.
Savings Envelopes with 3.00% APY
If you use QuickBooks Checking, you can earn interest while setting aside funds for taxes, payroll, or emergencies.
Categorize Expenses Accurately
Use custom rules to automatically categorize transactions, ensuring you capture every deductible expense.
Mileage & Receipt Tracking
Use the mobile app to log mileage and snap receipts—especially useful for travel tied to client meetings or stewardship initiatives.
Tax Time Reports
Generate Schedule C, 1099, and other tax-ready reports to streamline filing and reduce errors. You can also invite your accountant for seamless collaboration.