QuickBooks Online Essentials

Intuit QuickBooks Online Essentials (Up to 3 Users) includes up to three users and is designed for service-based businesses that invoice for their time. QuickBooks Online Essentials gives you the ability to track bill status, record payments, and create recurring payments, all from the app. You can also pay multiple vendors and bills at the same time as well as create checks from anywhere to be printed when you’re ready. 


Stay on top of business performance with Essentials and set invoices to bill on a recurring schedule and pay multiple vendors at the same time. Check business health with detailed profit and loss, sales by customer, and more. Essentials enables businesses to ditch the spreadsheets and take the manual labor out of bookkeeping with synced accounts and user-friendly views. 


With Essentials it’s easy to manage bills, enabling you to go beyond bill pay and track bill status to create recurring payments, and pay multiple vendors at once. Automatically sort transactions from your connected accounts into tax categories for easy organization. You can also automatically sort business expenses into the right tax categories to keep more of what you earn. 


The detailed reports in Essentials allow you to show detailed sales, accounts receivable, and accounts payable reports to make better decisions. 


Expense reports are a snap, as Simple Start enables you to use your smartphone to snap photos of receipts, while QuickBooks categorizes and matches them to expenses. A new feature allows you to use the GPS on a smartphone to reliably track the miles driven, making it easy to sort business trips. 


Easily send estimates to customers through features that enable you to create custom and professional estimates that build confidence, and easily convert them to an invoice. Get paid fast with credit card and bank transfers right in the invoice and customize invoices with your brand. Simple start helps you track sales and sales tax, and you can accept credit cards and payments anywhere while QuickBooks automatically calculates the sales tax. 


Get insight into finances by running and exporting summary reports, including profit and loss, with an easy-to-use dashboard. You can also stay compliant on all your 1099s, and at tax time, prepare and file 1099s right from QuickBooks.


Key Details

Category: Operations 

Sub-categories: Finance  

Billing Model: Bill Ahead  

Billing Unit: Each 

Trial: No  

Partner Shell: No 

Support: Pax8 Support Level 1  

Compliance: PCI 

Pax8 Availability: US 

PSA Integrations: Projector 

Other Integrations: Over 650 business apps 




  • Automate your work 
  • Detailed reports 
  • Track income and expenses, and employee billable hours 
  • Capture and organize receipts and accurately track mileage 
  • Maximize tax deductions 
  • Send estimates and invoice and accept payments 


  • Easily manage bills 
  • Stress less about due dates 
  • Get all the tools you need to manage your business 












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