QuickBooks Online Features
What are the features of QuickBooks Online?
General Ledger
- Audit Trail
Accounts Receivable
- Invoice Customization
Accounts Payable
- Payment Processing
Other Functionality
- Reconciliations
Reporting & Analytics
- Financial Statements
- Custom Reporting
- Budgeting / Forecasting
- Dashboards
Platform
- Customization
- Workflow Capability
- User, Role, and Access Management
- Performance and Reliability
- Output Document Generation
Integration
- Data Import and Export Tools
Budgeting & Forecasting
- Budgeting / Forecasting
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Technology Glossary Features
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QuickBooks Online Categories on G2
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General Ledger
Journal Entries | Based on 780 QuickBooks Online reviews. Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source. | 80% (Based on 780 reviews) | |
Tags / Dimensions | Based on 1215 QuickBooks Online reviews and verified by the G2 Product R&D team. Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon. | 79% (Based on 1,215 reviews) | |
Audit Trail | Based on 1321 QuickBooks Online reviews and verified by the G2 Product R&D team. Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record | 81% (Based on 1,321 reviews) |
Accounts Receivable
Invoice Customization | Based on 1470 QuickBooks Online reviews and verified by the G2 Product R&D team. The layout of the invoice template is fully customizable and you can add or remove fields. | 81% (Based on 1,470 reviews) | |
AR Automation | Based on 1184 QuickBooks Online reviews and verified by the G2 Product R&D team. Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions. | 80% (Based on 1,184 reviews) | |
Collections Automation | Based on 1017 QuickBooks Online reviews and verified by the G2 Product R&D team. The system automates the dunning process to help drive collections | 77% (Based on 1,017 reviews) |
Accounts Payable
AP Automation | Steamlines data entry by auto populating recurring or predefined vendor values This feature was mentioned in 609 QuickBooks Online reviews. | 76% (Based on 609 reviews) | |
Payment Processing | Based on 1334 QuickBooks Online reviews and verified by the G2 Product R&D team. Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. | 83% (Based on 1,334 reviews) | |
Purchase Orders | Based on 1003 QuickBooks Online reviews and verified by the G2 Product R&D team. Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process | 81% (Based on 1,003 reviews) |
Other Functionality
Inventory Tracking / Ordering | Based on 791 QuickBooks Online reviews and verified by the G2 Product R&D team. Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. | 77% (Based on 791 reviews) | |
Inventory Pricing and Costing | Based on 818 QuickBooks Online reviews and verified by the G2 Product R&D team. Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit. | 77% (Based on 818 reviews) | |
Inventory Reporting | See feature definition | Based on 791 QuickBooks Online reviews and verified by the G2 Product R&D team. Customizable reporting allows insight into usage of inventory and services. | 77% (Based on 791 reviews) |
Multi-Entity / Consolidation | Based on 998 QuickBooks Online reviews and verified by the G2 Product R&D team. Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations | 77% (Based on 998 reviews) | |
Recognition Rules | Based on 1166 QuickBooks Online reviews and verified by the G2 Product R&D team. Automates recognition of revenue and expenses by defining recognition rules. | 79% (Based on 1,166 reviews) | |
Reconciliations | Based on 1511 QuickBooks Online reviews and verified by the G2 Product R&D team. Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations. | 84% (Based on 1,511 reviews) | |
Payroll | Based on 1030 QuickBooks Online reviews and verified by the G2 Product R&D team. Payroll module or integration to an external payroll provider which automates the recording of payroll | 83% (Based on 1,030 reviews) | |
Time and Expense | Based on 1076 QuickBooks Online reviews and verified by the G2 Product R&D team. Automated time and expense capture, tracking, approval, reimbursement and reporting | 82% (Based on 1,076 reviews) |
Reporting & Analytics
Financial Statements | Based on 1674 QuickBooks Online reviews and verified by the G2 Product R&D team. General reporting offered covers all of the standard financial statements and meets the basic needs of the business | 86% (Based on 1,674 reviews) | |
Custom Reporting | Based on 1627 QuickBooks Online reviews and verified by the G2 Product R&D team. Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer | 81% (Based on 1,627 reviews) | |
Budgeting / Forecasting | Based on 1262 QuickBooks Online reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios. | 79% (Based on 1,262 reviews) | |
Dashboards | Based on 1613 QuickBooks Online reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 82% (Based on 1,613 reviews) |
Platform
Customization | Based on 1404 QuickBooks Online reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. | 75% (Based on 1,404 reviews) | |
Workflow Capability | Based on 1256 QuickBooks Online reviews and verified by the G2 Product R&D team. Automates a process that requires a series of steps that typically require intervention by several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. | 77% (Based on 1,256 reviews) | |
User, Role, and Access Management | Based on 1506 QuickBooks Online reviews and verified by the G2 Product R&D team. Grants access to select data, features, objects, etc. based on the users, user role, groups, etc. | 83% (Based on 1,506 reviews) | |
Internationalization | Based on 920 QuickBooks Online reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies. | 79% (Based on 920 reviews) | |
Performance and Reliability | Based on 1608 QuickBooks Online reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 83% (Based on 1,608 reviews) | |
Output Document Generation | Based on 1416 QuickBooks Online reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
| 81% (Based on 1,416 reviews) |
Integration
Data Import and Export Tools | Based on 1444 QuickBooks Online reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 79% (Based on 1,444 reviews) | |
Integration APIs | Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. This feature was mentioned in 569 QuickBooks Online reviews. | 76% (Based on 569 reviews) | |
Breadth of Partner Applications | To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. This feature was mentioned in 1075 QuickBooks Online reviews. | 80% (Based on 1,075 reviews) |
Inventory Management Platform Features
Centralized Inventory Database | Based on 106 QuickBooks Online reviews. Manage and track all inventory records across warehouses and retail locations through a single unified database. | 89% (Based on 106 reviews) | |
Inventory Level Dashboards | Maintain a visual on product stock levels throughout your facilities with flexible inventory dashboards. 103 reviewers of QuickBooks Online have provided feedback on this feature. | 89% (Based on 103 reviews) | |
Stock History Reporting | As reported in 105 QuickBooks Online reviews. View the history of individual items and compare the sales performance of new to old stock in order to inform purchasing decisions. | 87% (Based on 105 reviews) | |
Low Stock Notifications | Set low stock thresholds and receive automatic alerts when stock decreases to that level. 96 reviewers of QuickBooks Online have provided feedback on this feature. | 85% (Based on 96 reviews) | |
Bundles, Kits, & Variants | Based on 99 QuickBooks Online reviews. Automatically adjust inventory for product bundles, kit orders, and product variations within the system. | 82% (Based on 99 reviews) | |
Asset Tracking | As reported in 92 QuickBooks Online reviews. Use barcode or radio-frequency identification (RFID) technology with specialized readers or mobile applications to track inventory assets throughout warehouse facilities. | 89% (Based on 92 reviews) | |
Inventory Forecasting | Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. This feature was mentioned in 98 QuickBooks Online reviews. | 84% (Based on 98 reviews) | |
eCommerce Integrations | As reported in 100 QuickBooks Online reviews. Integrate shopping carts, eCommerce platforms, POS, and payment gateways with the system to link inventory records between across platforms. | 87% (Based on 100 reviews) | |
Accounting Integrations | Track inventory costs and costs of goods sold (COGS) with accounting software integrations. This feature was mentioned in 103 QuickBooks Online reviews. | 89% (Based on 103 reviews) | |
Data Exporting / Importing | Based on 107 QuickBooks Online reviews. Transfer large volumes of inventory data records into and out of the system with built-in import / export tools. | 88% (Based on 107 reviews) |
Revenue Recognition
Usage Tracking | As reported in 125 QuickBooks Online reviews. Track usage per company, custom time period, or contract | 86% (Based on 125 reviews) | |
Deferred Revenue | Track payments received for products that haven't be delivered yet 133 reviewers of QuickBooks Online have provided feedback on this feature. | 84% (Based on 133 reviews) | |
Revenue Accrual | Recognition rules to accrue revenue on a daily or monthly basis 141 reviewers of QuickBooks Online have provided feedback on this feature. | 85% (Based on 141 reviews) |
Cash Flow
Track Cash Flow | Based on 508 QuickBooks Online reviews and verified by the G2 Product R&D team. Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds. | 84% (Based on 508 reviews) | |
Income and Expenses | Based on 578 QuickBooks Online reviews and verified by the G2 Product R&D team. Add one-time or recurring cash flow items and add line items for each payment or deposit. | 88% (Based on 578 reviews) | |
File Exports | Based on 531 QuickBooks Online reviews and verified by the G2 Product R&D team. Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis. | 84% (Based on 531 reviews) |
Budgeting & Forecasting
Budgeting / Forecasting | Based on 1262 QuickBooks Online reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios. | 79% (Based on 1,262 reviews) | |
Data Import | Based on 473 QuickBooks Online reviews and verified by the G2 Product R&D team. Import trial balance, monthly P&L, balance sheets, and other types of financial data | 82% (Based on 473 reviews) | |
Versioning | Based on 392 QuickBooks Online reviews and verified by the G2 Product R&D team. Keeps track of all versions of a budget and allows users to compare versions | 79% (Based on 392 reviews) | |
Historical Data | Based on 498 QuickBooks Online reviews and verified by the G2 Product R&D team. Forecasting is based on past transactions and historical financial or operational data | 83% (Based on 498 reviews) |
Revenue
Revenue Types | Based on 500 QuickBooks Online reviews and verified by the G2 Product R&D team. Supports multiple types of revenues, such as recurring and transaction based | 84% (Based on 500 reviews) | |
Revenue Allocation | Based on 469 QuickBooks Online reviews and verified by the G2 Product R&D team. Allows users to allocate revenues to various business entities or departments | 84% (Based on 469 reviews) | |
Scheduling | As reported in 401 QuickBooks Online reviews. Automatic scheduling to ensure that revenue is recognized at the proper time | 81% (Based on 401 reviews) |
Multichannel inventory management
Warehouse Inventory Transfer | Based on 74 QuickBooks Online reviews. Allows users to create warehouse-to-warehouse transfers knowing the exact stock levels for both locations when sending and receiving | 86% (Based on 74 reviews) | |
Multichannel Inventory Syncing | Allows users to sync inventory across multiple stores, marketplaces, and warehouses 75 reviewers of QuickBooks Online have provided feedback on this feature. | 86% (Based on 75 reviews) | |
Multi-Warehouse Routing | Allows users to connect sales channels to specific warehouses. 71 reviewers of QuickBooks Online have provided feedback on this feature. | 86% (Based on 71 reviews) |
3PL inventory management
Client management | Allows users to manage all thier clients on one system 87 reviewers of QuickBooks Online have provided feedback on this feature. | 89% (Based on 87 reviews) | |
Marketplace connections | Allows users to connect marketplaces for each client 77 reviewers of QuickBooks Online have provided feedback on this feature. | 88% (Based on 77 reviews) | |
3PL inventory tracking | Based on 79 QuickBooks Online reviews. Allows inventory tracking for specific customer required attributes such as lot, serial, style/color/size | 86% (Based on 79 reviews) |
Inventory Management
Inventory Tracking | See feature definition | Real-time inventory tracking. Maintains accurate "On Hand" information by matching reserved inventory requested on purchase and sales orders. This feature was mentioned in 85 QuickBooks Online reviews. | 90% (Based on 85 reviews) |
Inventory Costing | Ability to establish costing methods such as Average, LIFO, FIFO, and Specific Unit. This feature was mentioned in 84 QuickBooks Online reviews. | 90% (Based on 84 reviews) | |
Product Master | Based on 80 QuickBooks Online reviews. Manage and track all inventory records across warehouses and retail locations through a single unified database. | 88% (Based on 80 reviews) | |
Inventory Forecasting | Optimize inventory levels with features that suggest reorder points and economic order quantities (EOQs) that facilitate inventory management. 80 reviewers of QuickBooks Online have provided feedback on this feature. | 88% (Based on 80 reviews) | |
Integrations | Integrate shopping carts, eCommerce platforms, POS, and accounting with the system to link inventory records across platforms. This feature was mentioned in 87 QuickBooks Online reviews. | 88% (Based on 87 reviews) | |
Stock Levels | Maintain visual on stock levels 82 reviewers of QuickBooks Online have provided feedback on this feature. | 85% (Based on 82 reviews) | |
Flow Of Goods | Based on 80 QuickBooks Online reviews. Track available inventory and manage flow of goods to/from warehouses | 83% (Based on 80 reviews) | |
Reserving Goods | As reported in 76 QuickBooks Online reviews. Reserve goods that have been added to cart and update stock levels | 83% (Based on 76 reviews) |
Payroll
Direct Deposit | Based on 419 QuickBooks Online reviews and verified by the G2 Product R&D team. Automatically deposits paychecks into employees' bank accounts. | 85% (Based on 419 reviews) | |
Check/W-2 Printing | Based on 412 QuickBooks Online reviews and verified by the G2 Product R&D team. Allows administrators to print valid paychecks and W-2 forms. | 82% (Based on 412 reviews) | |
Tax Calculation | Based on 441 QuickBooks Online reviews and verified by the G2 Product R&D team. Calculates taxes due and may include resources or tools for federal and state tax compliance. | 83% (Based on 441 reviews) | |
Reporting and Dashboards | Based on 489 QuickBooks Online reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes. | 84% (Based on 489 reviews) |
Order Entry
Entry | Based on 100 QuickBooks Online reviews. Enter and convert orders and quotes | 88% (Based on 100 reviews) | |
Register | As reported in 94 QuickBooks Online reviews. Register received orders in the system | 91% (Based on 94 reviews) | |
Notifications | As reported in 98 QuickBooks Online reviews. Provide real-time notifications and status updates | 87% (Based on 98 reviews) |
Order Tracking
Shipping | Verify shipping preferences 83 reviewers of QuickBooks Online have provided feedback on this feature. | 83% (Based on 83 reviews) | |
Tracking | Track orders and their statuses as they move along the supply chain 85 reviewers of QuickBooks Online have provided feedback on this feature. | 83% (Based on 85 reviews) | |
Backorder | As reported in 80 QuickBooks Online reviews. Manage orders for products that are unavailable due to inventory shortage | 83% (Based on 80 reviews) |
Customer Management
Order Status | Track status of orders from shipment to delivery 84 reviewers of QuickBooks Online have provided feedback on this feature. | 86% (Based on 84 reviews) | |
Information Access | As reported in 92 QuickBooks Online reviews. Provide customers access to their information in order to answer FAQs | 86% (Based on 92 reviews) | |
Email Notifications | Automatically send emails using certain triggers to notify customer service of issues This feature was mentioned in 94 QuickBooks Online reviews. | 86% (Based on 94 reviews) |
Subscription Management
Payment Data | As reported in 97 QuickBooks Online reviews. Store payment data and customer information | 88% (Based on 97 reviews) | |
Payment Gateway | As reported in 92 QuickBooks Online reviews. Support and/or integrate with a payment gateway(s) | 85% (Based on 92 reviews) | |
Billing | Automate billing and contracts 99 reviewers of QuickBooks Online have provided feedback on this feature. | 87% (Based on 99 reviews) | |
Automatic Payments | Accomidate automatic payments from various payment methods This feature was mentioned in 88 QuickBooks Online reviews. | 86% (Based on 88 reviews) |
AI
Data Extraction | As reported in 65 QuickBooks Online reviews. Uses AI to automatically input data from receipts, invoices, and other documents | 74% (Based on 65 reviews) | |
Invoice Processing | Uses AI to generates, send, and track invoices This feature was mentioned in 66 QuickBooks Online reviews. | 75% (Based on 66 reviews) | |
Expense Management | Based on 65 QuickBooks Online reviews. Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns | 76% (Based on 65 reviews) | |
Fraud Detection | As reported in 64 QuickBooks Online reviews. Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time | 71% (Based on 64 reviews) | |
Tax Compliance | Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns This feature was mentioned in 66 QuickBooks Online reviews. | 76% (Based on 66 reviews) | |
Support Chatbots | As reported in 65 QuickBooks Online reviews. Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports | 67% (Based on 65 reviews) | |
Bank Reconciliations | Uses AI to match transactions recorded in the accounting system with those in bank statements 69 reviewers of QuickBooks Online have provided feedback on this feature. | 80% (Based on 69 reviews) | |
Report Generation | Based on 67 QuickBooks Online reviews. Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business | 77% (Based on 67 reviews) | |
Customizable Alerts | Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances 65 reviewers of QuickBooks Online have provided feedback on this feature. | 73% (Based on 65 reviews) | |
Predictive Analytics | Uses AI to analyze data to identify trends and make predictions 66 reviewers of QuickBooks Online have provided feedback on this feature. | 70% (Based on 66 reviews) |
Mobile Applications - Accounting
Cloud Integration | Based on 13 QuickBooks Online reviews. Enables synchronization of accounting data across devices in real-time | 82% (Based on 13 reviews) | |
Notifications | Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines 13 reviewers of QuickBooks Online have provided feedback on this feature. | 73% (Based on 13 reviews) | |
UI | Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables 13 reviewers of QuickBooks Online have provided feedback on this feature. | 77% (Based on 13 reviews) | |
Offline | Allows users to view and update certain data without an internet connection 13 reviewers of QuickBooks Online have provided feedback on this feature. | 62% (Based on 13 reviews) | |
Expense Tracking | Allows users to capture and upload expense receipts directly from mobile devices This feature was mentioned in 13 QuickBooks Online reviews. | 85% (Based on 13 reviews) | |
Invoice Management | Enables creation, editing, and sending of invoices 13 reviewers of QuickBooks Online have provided feedback on this feature. | 87% (Based on 13 reviews) |
