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All you need for a small operation. I love how the auto tracking feature tracks all trips. For me it works because 75% + of all driving is for business. And on days I did no work it is easy to mindlessly swipe them to personal mileage. I will definitely get my money back in just the mileage deductions from the app. Totally worth the expense. I also paid quarterly taxes on the app which is nice. I love that they estimate quarterly taxes and the number varies depending on your income that month and quarter. I just put the estimated amount in savings and adjust it as needed till the end of the quarter. Also, if you have commissions coming from multiple sources it is so easy to auto file those transactions. The only thing that could improve is the consistency of refreshing data from bank accounts and mileage. Sometimes I have to fiddle with it to give me updates. That’s expected though if you have ever used quicken or similar finance software. Not a big deal at all. I have no experience with invoices because I don’t bill people. It’s been 4 months and I can already tell I am saving money with this app. Get the app if you are self employed and do all accounting and taxes yourself. You won’t regret it.
Quick Books self employed looks promising but is lacking critical features such as the ability to set recurring transactions, duplicate transactions, time tracking, and most importantly the ability to change an invoice’s status without having to email to a client through the QuickBooks system. I’ve been using FreshBooks which has all of these features (and a cleaner, prettier UI), but wanted to give QuickBooks Self Employed a try since it has the added functionality to estimate quarterly taxes and the ability to export tax info over to TurboTax. I could make everything else work, but forcing users to email an invoice using their interface is very limiting since I need to use PDFs for a specific clients. Not having this basic feature is probably a deal breaker for me - Especially since support’s response is that they don’t currently have plans to implement this feature and there are older support threads with multiple requests to add such a basic feature: to be able to change invoice status when using PDFs. As is, If you do not want to email an invoice through Quickbooks Self Employed, you will not be able to get the invoice out of draft mode and, more importantly, you’ll be unable to mark it as paid and have the payment reflected within the system. Such a shame since I really do like the quarterly tax estimates, integrated tax payments/tracking, and the ability to export everything to TurboTax at years end.
This software is useless without the capacity to upload tracked expenses/receipts to an invoice. Who out here doesn't have billable expenses with receipts? None! We all need to track and show our costs to our customers. This, in a previous software revision was available, but was removed recently and seriously hinders my ability to bill my customers effectively and with complete transparency. To have to jimmy rig my invoices to show my costs incurred is not only ineffective but unprofessional! Also, now it appears to incorrectly address the uploaded receipts on date, name of company, and amount. And it does it randomly. This now is taking up all my time, rather than making more efficient use of my time. I have contacted support multiple times and they have said they are working to improve this function but have no timeline to fix this. They offered me one months credit but never applied the credit. Can’t call someone because they don’t give a number and I have asked for a call and they said they can’t call me. I have called other numbers not related to self employed and they directed me to the email process. I have submitted comments to the software engineers and have not received a productive answer other than we are working on it.... if you had it working in the past, how hard is it to fix it and put it back in if it was never a problem?!? No one has ever explained what was the issue.
I’m just trying out QuickBooks. The interface is very nice. Intuitive one might say. When reviewing transactions I see a nice button that says “Create rule” so I hit it. In a very helpful way it asks, would you like to automatically categorize all transactions from vendor A as category Z. I hit confirm, then save my transaction. I then see a little notification that says X number of transactions were automatically categorized, which I’m very excited about because it seems to be making my life easier, yay! Then, to my horror, I see that all the X number of transactions are reviewed as “uncategorized” and even the first item I reviewed and based the rule on has a completely different category than the one I selected and saved. And this wasn’t just a fluke, I had been going along like this for several transactions, vendors and categories until I noticed they were all screwed up. The very basic function of this software, the flagship software of the industry, the function of sorting your transactions for tax purposes, is completely broken. So I look for a help option in the app to report the problem, don’t see one, only an option to leave a review. And here I am, warning the next fool to stay away from this very nice looking but completely broken app. P.S. I found the help, it’s an AI chatbot. It had to forward my problem to its humans, they’ll get back to me.
Update: Mileage Tracking still HIGHLY unreliable !! No fixes. No communication from the developer. It takes more work to double check everything. Ugh. And I’m paying for this? In the past few months I’ve noticed that entire trips aren’t tracking. There is a manual tracking option, but I’m paying money to have it automatically track. I’m a roofing contractor and drive A LOT. Every time this happens I have to pour over my calendar and consider every customer, every supply run, every inspection, etc that I have. Then I have to map each of those drives myself to determine the miles. Only then to enter it manually. At this point it is costing me actually money AND costing me valuable time. I’ve already selected the mileage tracking troubleshooter in the app and confirmed all my settings are correct. It has all the checkboxes checked off. I’ve confirmed that the app is open and running in the background each morning. I’ve emailed customer service with a couple examples. And reading some other complaints here, it seems I’ll have to do more of the developers job by not only tracking down each trip, but now I’ll have to catalog them all and send in to a different customer service person. Why am I doing the developers job checking for bugs on an app that I’m paying for?
Are you self-employed, a freelancer or an independent contractor? Organize your finances with QuickBooks Self-Employed and let us help you find your tax deductions! Put more money in your pocket with this convenient mile tracker, expense tracker, invoice generator and tax deductions estimator.
QuickBooks Self-Employed users have found billions in potential tax deductions by using this automatic mileage tracker, attaching receipts to business expenses, creating invoices and categorizing business expenses while separating from your
personal finances and get all the tax refunds a self-employed business owner is entitled to!
Track Mileage Automatically!
• Mileage tracking automatically works using your phone’s GPS, without draining your phone’s battery.
• Mileage data is saved and categorized to maximize mileage tax deductions.
Photograph your Receipt
• Receipt scanner enters transaction information easily stores receipts.
• Business expenses are automatically matched and categorized – saving you time and maximizing your tax refunds so that you are ready for IRS tax time.
Expense Tracker to Organize Business Expenses
• Self -employed, freelancer or small business owner – manage finances easily and keep up to date so you do not miss out on any tax deductions.
• Import business expenses directly from your bank account.
Get Paid Faster
• Create invoices and send invoices easily on the go.
• Enable payments and bank transfer services to get paid faster.
• Invoice generator – get notified when invoices are sent, paid, and money is deposited!
Stay Prepared For Tax Time
• We do the math so you can avoid year-end surprises
• Easily organize income and expenses for instant tax filing
• Directly export Schedule C income and expenses.
• Instantly export your financial data to TurboTax Self-Employed by upgrading to the Tax bundle*.
*Users will receive one state and one federal tax return filing.
Purchased TurboTax Self-Employed? Activate QuickBooks Self-Employed today at no extra cost.
Already have QuickBooks Self-Employed on the web? The mobile app is FREE with your subscription, and data syncs automatically across devices. Just download, sign in, and go!
Price, availability and features may vary by location. Subscriptions will be charged to your credit card in your iTunes Account at confirmation of purchase. Your subscription will automatically renew monthly unless canceled at least 24-hours before the end of the current period for the same amount that was originally purchased. You may manage your subscriptions and auto-renewal may be turned off in Account Settings after purchase. Any unused portion of a free trial period will be forfeited after purchasing a subscription. QuickBooks Self-Employed is from Intuit, the maker of TurboTax, QuickBooks, and Mint.
Terms of Service: https://selfemployed.intuit.com/terms
*Based on QuickBooks Self-Employed users who have identified less than $100k in deductions
*Based on TY15 subscribers that have identified >$0 in business expenses and of those users that have >$0 in tax savings
*Continued use of GPS running in the background can dramatically decrease battery life. QuickBooks Self-Employed’s mileage tracking feature has been designed and optimized to limit GPS usage.
*Getting paid 2X faster based on U.S. customers using QuickBooks Online invoice tracking & payment features from August 2016 to July 2017