Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Cat avg: 8.5
Top Performing Features
Dashboards
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
Cat avg: 8
Bank reconciliation
The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.
Cat avg: 8.4
Standard reports
The software offers pre-built reports with metrics standard to the category.
Cat avg: 8.3
Worst Performing Features
Custom reports
Users can create custom reports.
Cat avg: 7.7
Expense management
The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.
Cat avg: 8.1
Regulations compliance
The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.
Cat avg: 7.7
QuickBooks Solopreneur Features from Reviews
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
8.2-3%
Single sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Category average: 8.5
Reporting & Analytics
Users can report on and analyze usage, performance, ROI, and/or other metrics of success.
7.3-9%
Dashboards
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
Category average: 8
Standard reports
The software offers pre-built reports with metrics standard to the category.
Category average: 8.3
Custom reports
Users can create custom reports.
Category average: 7.7
General Ledger and Configurable Accounting
Financial management solution, including capabilities for general ledger and configurable accounting
7.0-13%
Accounts receivable
This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.
Category average: 8.3
Cash management
The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.
Category average: 8.2
Bank reconciliation
The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.
Category average: 8.4
Expense management
The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.
Category average: 8.1
Regulations compliance
The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.
Category average: 7.7
Electronic tax filing
The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.
Category average: 7.9
QuickBooks Solopreneur Features from the Vendor
General Ledger and Configurable Accounting
Vendor-reviewedAccounts receivable
This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.
Cash management
The software provides a complete picture of a company’s cash flows, streamlines payment processing, and includes cash forecasting.
Bank reconciliation
The software connects to a company’s financial institutions in order to reconcile accounting records with checking, savings and credit card accounts. Often month and year closing capabilities are included.
Expense management
The software can log and track business expenses and reimbursements, including travel-related expenses, with the ability to tie them to particular projects.
Regulations compliance
The software helps users adhere to typical accounting standards and regulations such as IFRS, GASB, or GAAP.
Electronic tax filing
The software provides a full electronic interface for the filing of repeatable taxes, such as payroll or sales tax.
Order Management
Vendor-reviewedCredit card processing
The software facilitates credit card processing.
Reporting & Analytics
Vendor-reviewedDashboards
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
Standard reports
The software offers pre-built reports with metrics standard to the category.
Custom reports
Users can create custom reports.
Security
Vendor-reviewedSingle sign-on capability
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
Additional Features
Vendor-contributedSeparates business and personal expenses. Auto-categorizes business and personal expenses to easily track and maximize tax deductions.
Tax deductions. Organizes income and expenses into tax categories.
Expert tax prep help. Expert help to maximize tax credits with live tax experts powered by TurboTax.
Receipt capture. Captures photos of receipts and match them to transactions.**
Automatic mileage tracking. Tracks miles automatically with a phone’s GPS then categorizes trips with just a swipe. **
Mobile app. The QuickBooks mobile app enables business management on the go.
Customized estimates and invoices. Estimates include a logo, can be converted to invoices easily, and can be sent from any device.
Payment acceptance. Customers can pay via PayPal,** Venmo, Apple Pay®, credit, debit, or ACH.
Profitability tracking. Tracks income and expenses, generates reports, and provides a clear view of business performance.
Growth goal tracking. Growth goals for business can include target dates that generate suggested actions to achieve them.
Sales & sales tax tracking. Tracks rate changes automatically so sales tax is calculated whenever it’s applied.
Business bank account. Includes a business bank account that is free to open—with no monthly fees and no minimum balances.**