QuickBooks - Quick to book your next vacation!
December 03, 2019

QuickBooks - Quick to book your next vacation!

Paige Allar | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuickBooks Self-Employed

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.

Pros

  • Collaboration with TurboTax for tax submission.
  • Linking to accounts to ensure all purchases are included.
  • Allows for shortcuts for recurring expenses.

Cons

  • Doesn't explain how taxes are calculated for newcomers.
  • Sometimes automatically moves transactions to a different category.
  • Taxes were easier to do online rather than directly importing from the phone app.
  • Somewhat tedious going through each transaction.
  • Learning curve for all of the features.
Their mobile app is what I used more than anything, and it's very easily navigated. It brings up all of your transactions from bank accounts and cards linked, so you're able to categorize them accordingly. The same with trips in your car - allowing for mileage to be counted. It would be good for users who are 1099 looking to have a good grasp of their credits and debits, as well as for tax time preparation as everything is already in one place.

QuickBooks Self-Employed Feature Ratings

10.0
Accounts payable
Not Rated
Accounts receivable
Not Rated
Cash management
Not Rated
Bank reconciliation
Not Rated
Expense management
10
Time tracking
Not Rated
Fixed asset management
Not Rated
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
Not Rated
Electronic tax filing
10
Self-service portal
10
Global Financial Support
Not Rated
Primary and Secondary Ledgers
Not Rated
Intercompany Accounting
Not Rated
Localizations
Not Rated
Journals and Reconciliations
Not Rated
Enterprise Accounting
Not Rated
Configurable Accounting
Not Rated
Centralized Rules Framework
Not Rated
Standardized Processes
Not Rated
Not Rated
Inventory tracking
Not Rated
Automatic reordering
Not Rated
Location management
Not Rated
Manufacturing module
Not Rated
Not Rated
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
Not Rated
Cost of goods sold
Not Rated
Order Orchestration
Not Rated
End-to-end order visibility
Not Rated
Order exception Resolution
Not Rated
Not Rated
Pay calculation
Not Rated
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
Salary revision and increment management
Not Rated
Reimbursement management
Not Rated
10.0
Dashboards
10
Standard reports
10
Custom reports
Not Rated
Not Rated
API for custom integration
Not Rated
Plug-ins
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated

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