QuickBooks Self-Employed (discontinued) vs. Zoho Expense

QuickBooks is a great tool for new SoleTraders that need basic accounting software and require digital invoicing for their clients to send via email and access key features via a mobile app on the go. QuickBooks is a straightforward tool to use with a simple design and learning curve for business owners that are not very tech-savvy. For businesses that operate on a larger scale and need to provide access to other users on their team, QuickBooks is limited. This type of business may also require more insights into the business outside of accounting, and QuickBooks won't be able to supply insights outside of that.

Incentivized

easy of use for the end users as well as to manage. The option to add new categories (expenses) and have the end users use them immediately is wonderful. The ease of creating a new user as well as customer support has been great. The customer support while having issues has been quick to resolve any issues

Incentivized

• QuickBooks Self-Employed does keep a running total of your income and estimated taxes. Of course, this requires that your entries are accurate.
• The mileage feature is particularly helpful. One just needs to either use the phone app in conjunction with QuickBooks Self-Employed, or keep a log of all mileage.
• When tax time comes around, it's easy to use TurboTax software and import your data from QuickBooks.

Incentivized

• The program will notify users if they have entered a duplicate charge.
• Once the end-users understood that receipts were mandatory, attaching those receipts has become second-nature. The app makes it very easy to do so.

Incentivized

• Doesn't integrate with Mint, which I use for my home expenses. I think this would be a nice addition to the program, so I could keep track of my whole financial situation.
• A Windows 10 app would be a nice addition to the program, so I could access it securely from my desktop.

Incentivized

• Could have more default options. Instead of making my users select payment method, allow us to default it to one of the options.
• More room for customization by department. My service department needs different categories of expenses then my sales department.

Incentivized

I have been using this software for several years now and it has always put out my data in beautiful generated reports that I can use for verification purposes with my financial institute and the IRS. It has all the tools I need to run my business without loosing track of anything

Incentivized

Ease of use for the simple basic options. I wish the there was an option for reimbursement to be marked separately. Example for all corporate credit expense reports with $0 reimbursements still have to be marked as reimbursed in order to be removed from pending reimbursement section. For the cost the features offer benefits

Incentivized

I have never faced any difficulties that required me to contact QuickBooks customer service. QuickBooks has plenty of online tutorials, blog posts, and helpful tips and advice for almost any issues you may face using the desktop or app version of the software. Even if you can not find the right answer on the QuickBooks webpages, there are loads of YouTube videos from experts.

Incentivized

The only reason I give Zoho a 9 is because of the issue with the Chart of Accounts skewing every time I export/import. I believe this is due to the fact that I use sub-accounts and Zoho cannot differentiate. Still hoping. :)

Incentivized

FreshBooks limited my ability to categorize transactions, specifically removing duplicates or excluding them. I selected QuickBooks Self-Employed because it allowed me to be in control of items. Sometimes accounting is just making sure things are organized the way YOU think, and FreshBooks wasn't doing that for me.

Incentivized

We selected (switched) to Zoho Expense because it had similar features at a lower price and we were able to receive a discount through our partner relationship with another software company. We have considered moving from Zoho Expense to something else recently due to continued issues with being able to accurately import credit card charges and organize them correctly be team member. Creating some confusion among users.

Incentivized

• Overall, tagging expenses and mileage has saved me thousands in taxes, for a relatively low cost of around $8/mo.
• QuickBooks allows me to get invoices to clients quickly and accept online payments, which helps with cashflow.
• The app has stopped tracking mileage automatically on my device, so I worry that sometimes I am not tracking business miles effectively, which could end up costing me at the EOY.

Incentivized

• We have had some issues with the credit card reconciliation process which has made our monthly accounting / close process. This has been a negative
• Positive ROI is that team members spend less time on expense reports due to the ease of reporting
• Positive ROI is that substantial training and onboarding is not needed due to the features and simplicity.

Incentivized