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Filter 35 vetted QuickBooks Self-Employed reviews and ratings
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April 25, 2020
I use QuickBooks Self-Employed to log expenses and keep track of invoices. This has helped me drastically reduce time spent during tax season. Also, the invoicing feature is fantastic.
- Logging of expenses
- Tracking mileage
- Invoicing clients
- Providing detailed tax info for you or your accountant.
- Invoicing customization
- Client organization
February 25, 2020
QuickBooks Self-Employed is being used across the entire organization. Mostly, it is used for expense tracking and invoice management. QuickBooks Self-Employed helps keep things organized and allows us to easily send invoices while tracking and receiving payments from clients and outside organizations.
- Easy-to-use.
- Great for small and medium-sized businesses.
- Expensive for larger organizations.
- Mobile app can be buggy.
January 23, 2020
I use QuickBooks Self-Employed for all of my accounting needs. I am able to track all of my profits and losses through the product, keep track of miles driven, connect my banking account, organize all of my expenses, and even use the product to charge my customers. This is especially helpful as I file my quarterly estimated taxes.
- Syncs to bank to track all expenses and income.
- Automatically organizes expenses into predicted categories.
- Wish I could customize the appearance of my invoices.
- No place for me to track my hours worked.
January 22, 2020
I am a sole proprietor of a recruiting firm. This solves 99% of my accounting needs by tracking every transaction from bank, credit card and cash spending, as well as producing invoices and preparing me for year end tax. It integrates with TurboTax, allowing me to simplify my year-end tax reporting. Through a phone app, it tracks mileage as well.
- Tracks mileage through phone app.
- Integrates with TurboTax.
- Add easier ability to send out invoices manually.
- Ability to track to see if invoice was delivered.
We use it for invoicing, electronic bank account, track payments. It keeps our records organized, it's easy to understand and use and very easy to make corrections.
- Reconciliations.
- Track customers.
- Number of records allowed.
- Recovery.
December 31, 2019
We currently use Intuit Payroll, in its various forms, for almost all of our payroll clients. All of our team members use it and some of our clients are trained to use it as well through their own login. We originally began using it for its integration with QBO, simplicity of use, and quick direct deposit turn-around. There is, of course, the benefit of being able to access it anywhere.
- Online access.
- Time sheets.
- App.
- The setup can be a bit daunting still if you are not familiar with the system or the various taxes and requirements for reporting.
December 03, 2019
QuickBooks Self-Employed is a software program that is used by a lot of our 1099 insurance agents to keep track of expenses and other financial aspects of their jobs. It is beneficial for them to have everything in one place for tax time and for personal audits.
- Collaboration with TurboTax for tax submission.
- Linking to accounts to ensure all purchases are included.
- Allows for shortcuts for recurring expenses.
- Doesn't explain how taxes are calculated for newcomers.
- Sometimes automatically moves transactions to a different category.
January 14, 2019
I currently run all of our business expenses and income through QuickBooks. The simple app on my phone allows me to swipe business and personal expenses, keeping all our finances separate and accounted for. Additionally, I can run invoices and reporting through QuickBooks which allows me to keep my clients on track with their monthly retainers.
- Tracking expenses is as simple as swiping left and right, it couldn't be easier.
- Running invoices through QuickBooks is simple and effective.
- Allowing clients to pay by card or check allows you to get paid faster and give the clients multiple ways of paying invoices, which helps everyone.
- Automatically tracking estimated quarterly taxes is very helpful and it keeps it top-of mind for each month.
- Automatic mileage tracking used to work a lot better than it currently does. I got a new phone, and now I have to manually input call tracking, because it just doesn't work anymore.
- When creating invoices, there should be a way to import data into an invoices from Excel, which would make the invoicing a lot faster. Additionally, being able to press ENTER to save a line item on an invoice would be nice. Currently it doesn't work that way.
- Editing invoices shouldn't require sending a reminder.
August 06, 2018
I use QuickBooks Self-Employed for my sole proprietor business. (I also use Quicken, which I find to be a little easier to manage, actually.) My main reason for choosing QuickBooks Self-Employed was the mileage tracking feature, as well as the ability to have transactions auto loaded. The mileage feature works pretty well, but the auto transaction feature tended to miscategorize many of the entries. This resulted in a lot of extra time spent.
- 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.
- Automatic entries could be improved. QuickBooks Self Employed requires you to login every day or two to check on your entries to ensure they are in the correct category. You can mark certain entries for certain categories
- I find the whole site to run a little slow. While going through and marking the entries to the correct category, the page will sometimes get stuck and entries won't update very quickly. It slows down the process.
- Overall, QuickBooks has a fairly steep learning curve. It does try to intuitively do some things for you, but if you have to go and correct them, I think you spend more time, and it defeats the purpose of the software.
June 20, 2018
As a freelance writer, solo entrepreneur, and one-man-army, my time is divided between several activities, from scoping out clients and researching content to bookkeeping and tax preparation. QuickBooks Self-Employed makes bookkeeping and tax preparation easier than ever. Only a few clicks and my income and expenses are categorized for easy review and year-end taxes, not to mention automatic quarterly-tax reminders.
- Cross-platform compatibility (Browser, Android) makes it easy to see how my business is doing almost anywhere.
- Smart enough to recognize and automatically categorize most of my transactions, so I don't have to fuss with spreadsheets at the end of the year.
- Updates automatically and notifies me when it needs help, so I don't have to spend too much time babysitting it.
- Integrated with TurboTax and automatically exports year-end tax info for easy filing.
- 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.
November 08, 2017
My partner and I use QuickBooks to keep track of all our financials. It's easy to use and inexpensive compared to hiring an accountant.
- Easy to keep track of expenditures such as mileage, equipment purchases, equipment rentals, really anything we use for our business
- Helps keep track of our income and which clients paid what.
- It's inexpensive compared to hiring an accountant.
- I honestly don't have anything bad to say about QuickBooks. It does everything we need it to do and more.
June 14, 2017
QuickBooks is being used to send invoices, collect payments and track quarterly taxes. QuickBooks has been a great value add to our company and it helps stay on top of our finances and accounting information. QuickBooks is being used across the entire organization and it addresses our accounting and invoicing needs.
- Invoicing
- Accounting
- Taxes
- Notifications
- Taxes
March 08, 2017
I use Quickbooks self-employed (QBSE) to track all of my daily expenses and categorize them as either business, personal or excluded expenses. QBSE does a great job in allowing me to not only follow my spending, but it provides me a quarterly tally of my estimated taxes which I can pay directly online. The software also allows me to generate quarterly or annual profit and loss reports as well as accumulate all of my tax information which I can migrate seamlessly to TurboTax.
- The expense tracking feature is outstanding. I'm prompted to reconcile new transactions whether on my laptop or my phone and can delineate them with the touch of a button.
- The ability to monitor and pay my quarterly estimated taxes is huge and by using this feature the tax headaches that many freelancers experience are taken care of.
- The linking to TurboTax makes doing one's taxes a very manageable endeavor.
- There are a number of unnecessary and ongoing prompts to do small tasks, like creating a rule for certain transactions. I could do without those.
- There are also occasional glitches with bank setup that produce duplicate transactions which can be a pain to deal with. I also haven't been able to find a way to effectively edit transactions.
- I also wish that QBSE integrated with software like Freshbooks, TripIt and Expensify.
QuickBooks Self-Employed Scorecard Summary
Feature Scorecard Summary
What is QuickBooks Self-Employed?
Categories: Accounting
QuickBooks Self-Employed Technical Details
| Operating Systems: | Unspecified |
|---|---|
| Mobile Application: | No |