[
Desktop... Reviews
](https://www.g2.com/products/quickbooks-desktop-pro/reviews)

[
Desktop... Reviews
](https://www.g2.com/products/quickbooks-desktop-pro/reviews)

# QuickBooks Desktop Pro Features

##### 
## General Ledger (3)

Journal Entries

Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.

Tags / Dimensions

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.

Audit Trail

Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record

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##### 
## Accounts Receivable (3)

Invoice Customization

The layout of the invoice template is fully customizable and you can add or remove fields.

AR Automation

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.

Collections Automation

The system automates the dunning process to help drive collections

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##### 
## Accounts Payable (7)

AP Automation

Steamlines data entry by auto populating recurring or predefined vendor values

Payment Processing

Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.

Purchase Orders

Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process

Invoice Processing

Creation, processing, verification, and execution of invoices till the payment is made

Purchase Order Management

Create, send, and track purchase orders and their statuses

ACH Payment Processing

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Electronic Payments

Electronically collect payments for goods or services

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##### 
## Other Functionality (12)

Inventory Tracking / Ordering

Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.

Inventory Pricing and Costing

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.

Inventory Reporting

Customizable reporting allows insight into usage of inventory and services.

Multi-Entity / Consolidation

Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations

Recognition Rules

Automates recognition of revenue and expenses by defining recognition rules.

Reconciliations

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.

Payroll

Payroll module or integration to an external payroll provider which automates the recording of payroll

Time and Expense

Automated time and expense capture, tracking, approval, reimbursement and reporting

Cost Tracking

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Time Tracking

Measure and track time including hours worked and paid time off (PTO)

Status Tracking

Track the status over time for a request, process, asset, or transaction

Budget Tracking

Track actual spending to ensure it's in line with the planned budget

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##### 
## Reporting & Analytics (6)

Financial Statements

General reporting offered covers all of the standard financial statements and meets the basic needs of the business

Custom Reporting

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

Budgeting / Forecasting

Create and revise an unlimited number of budget, plan and forecast scenarios.

Dashboards

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

Financial Reporting

Generate reports to assess the financial performance of an organization

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

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##### 
## Platform (33)

Customization

Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

User, Role, and Access Management

Grants access to select data, features, objects, etc. based on the users, user role, groups, etc.

Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

Performance and Reliability

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.

Output Document Generation

Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.

Mobile Access

Access software remotely via mobile devices

Reporting and Dashboards

Access pre-built and custom reports and dashboards.

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Performance and Reliability

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.

Scalability

Allows administrator to easily add employees and grow payroll process as their company grows.

Payroll Reporting

View and track payroll metrics including tax liabilities, pay rates, working hours, deductions and more

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Compensation Management

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Timesheet Management

Track the amount of time spent on a job or task

Performance Management

Organize and manage the accomplishments and development of employees or performance of applications or systems

Benefits Management

Record employee's benefit plans and selections throughout career progression

Document Management

Store, manage, and track all electronic documents in a centralized location

Payroll Management

Manage employee salary processes, data, taxes, and records administration efficiently

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Cash Flow Management

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Team Management

Organizing a group of people to accomplish a task

Policy Management

Create, manage, and track policies and procedures within an organization

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Mobile Access

Access software remotely via mobile devices

Attendance Management

Manage attendance for classes, shifts, meetings, or events

Deduction Management

Determine what amounts employees should contribute towards their benefits from each paycheck

Employee Management

Track employee schedules, availability, and performance across projects and tasks

Reimbursement Management

Manage compensation for out-of-pocket expenses incurred by an employee, client or another party

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Receipt Management

Upload, track, and submit receipts in a central database

Time Off Management

Track and manage employee time-off, vacation, and sick leave requests

Workflow Management

Create, design and manage workflows for repetitive tasks

Expense Management

Plan, pay and track business related expenses.

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##### 
## Integration (19)

Data Import and Export Tools

Ability to input, modify and extract data from the application in bulk through a structured file.

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Accounting Integration

Integrate with a third-party accounting system

API / Integration

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.

Time Tracking Integration

Enables administrator to import hours from time tracking systems.

Accounting Integration

Provides standard integration with third party accounting software.

Core HR Integration

Provides standard integration with third party core HR software.

API

Application programming interface that allows for integration with other systems/databases

401(k) Tracking

Track 401(k) participant contributions and employer match

Expense Tracking

Monitor and record expenses such as purchases or charges incurred

Vacation/Leave Tracking

Request, track, and manage time off requests and vacation time

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Third-Party Integration

Addition of necessary external data, applications, tools, or features

Accounting

Provide integration with accounting and financial management software

Payments

Integrates with other payments software

ERP

Deliver integrations with accounting modules of ERP systems

Mobile Payments

Clients can submit payments via mobile devices

CRM

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

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##### 
## Employee Self Service (4)

Web Portal

Allows employees to access current and past pay stubs, W-2 forms, and additional salary information.

Benefits Manager

Allows employees to answer or update questions pertaining to benefits and receive information about benefit providers.

Mobile

Allows employees to view pay stub and W-2 information via a smartphone app or mobile optimized website.

Self Service Portal

Online portal through which end users can access the system, manage tasks, or obtain information

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##### 
## Administration (10)

Payroll Entry

Allows administrator to enter payroll for all employees based on salary or total hours worked.

Time Off Accrual

Calculation and tracking of sick and vacation days.

Direct Deposit

Automatically deposits paychecks into employees' bank accounts.

Expense Reimbursement

Allows administrator to reimburse employees for business-related purchases.

Pre-tax Deductions

Automatically deducts wages for health care, 401(k) plans, etc. from paychecks.

Wage Garnishment

Allows administrator to set up for wage garnishments to be deducted automatically from employers' paychecks.

Approvals

Administrator can submit payroll approval request and the approver can approve, deny, or re-assign it to the appropriate approver.

Check/W-2 Printing

Allows administrators to print valid paychecks and W-2 forms.

Check/W-2 Delivery

Sends printed checks to administrator to distribute to employees.

Split Deposits

Allow employees to allocate a fixed portion or percentage of their paycheck each pay period into designated accounts.

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##### 
## Taxes (3)

Tax Calculation

Calculates taxes due and may include resources or tools for federal and state tax compliance.

Tax Filing

Files payroll tax forms automatically for federal, state, and local taxes.

Automatic Tax Payment

Allows payroll vendor, via power of attorney, to make electronic payments of withheld taxes to government.

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##### 
## Cash Flow (3)

Track Cash Flow

Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds.

Income and Expenses

Add one-time or recurring cash flow items and add line items for each payment or deposit.

File Exports

Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.

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##### 
## Budgeting & Forecasting (4)

Budgeting / Forecasting

Create and revise an unlimited number of budget, plan and forecast scenarios.

Data Import

Import trial balance, monthly P&L, balance sheets, and other types of financial data

Versioning

Keeps track of all versions of a budget and allows users to compare versions

Historical Data

Forecasting is based on past transactions and historical financial or operational data

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##### 
## Revenue (3)

Revenue Types

Supports multiple types of revenues, such as recurring and transaction based

Revenue Allocation

Allows users to allocate revenues to various business entities or departments

Scheduling

Automatic scheduling to ensure that revenue is recognized at the proper time

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##### 
## Payroll (4)

Direct Deposit

Automatically deposits paychecks into employees' bank accounts.

Check/W-2 Printing

Allows administrators to print valid paychecks and W-2 forms.

Tax Calculation

Calculates taxes due and may include resources or tools for federal and state tax compliance.

Reporting and Dashboards

Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes.

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##### 
## Bill Generation (9)

Templates

Provide standard invoice templates that can be customized by users

Digital Billing

Ability to convert invoices to digital formats such as PDF

Recurring Billing

Automatically generates invoices at pre-defined time intervals

Hourly Billing

Business model that charges based on the amount of time spent on an hourly basis

Contingency Billing

Business model where clients pay their lawyer a fee only if the case is won/settled successfully

Project Billing

Business model that bills clients an amount based on the project/task/job performed

Multi-Period Recurring Billing

Set rebilling periods, charging customers one rate annually or semi-annually, then a better rate afterward, as a subscriber benefit

Recurring/Subscription Billing

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Deferred Billing

Buyer isn't billed until the period is up without any interest charges

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##### 
## Bill Processing (16)

Consolidation

Allow users to consolidate multiple invoices into one

Batch Invoicing

Ability to create multiple types of invoices

Management

Manage invoicing for different types of products or services

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Purchase Order Management

Create, send, and track purchase orders and their statuses

Document Management

Store, manage, and track all electronic documents in a centralized location

Email Management

Manage, store and organize emails within the system or via third-party apps

Client Management

Manage contact details and communication with clients

Dunning Management

Process of automatically notifying clients when payments fail to ensure invoices are paid

Master Data Management

Verify, organize, manage & store enterprise data assets in a centralized repository

Refund Management

Oversee the process of issuing refunds

Discount Management

Track products that are for sale at a reduced price or part of coupon promotions

Sales Tax Management

Calculation of consumption tax imposed on the sale of goods/services

Subscription Management

Process of managing customer subscription lifecycle for a recurring service or a product

Recurring Invoicing

Generate recurring invoices

Billing & Invoicing

Create, manage, and send invoices or bills to customers

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##### 
## AI (27)

Data Extraction

Uses AI to automatically input data from receipts, invoices, and other documents

Invoice Processing

Uses AI to generates, send, and track invoices

Expense Management

Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns

Fraud Detection

Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time

Tax Compliance

Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns

Support Chatbots

Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports

Bank Reconciliations

Uses AI to match transactions recorded in the accounting system with those in bank statements

Report Generation

Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business

Customizable Alerts

Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances

Predictive Analytics

Uses AI to analyze data to identify trends and make predictions

Receipt Management

Upload, track, and submit receipts in a central database

Workflow Management

Create, design and manage workflows for repetitive tasks

Payroll Management

Manage employee salary processes, data, taxes, and records administration efficiently

Sales Tax Management

Calculation of consumption tax imposed on the sale of goods/services

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Tax Management

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Fixed Asset Management

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Order Management

Manage and track customer orders for goods, investments, or any other purchases

Sales Order Management

An order generated by a seller to a customer, containing details about products or services

Cash Flow Management

Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period

Cash Management

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Real-Time Data

Receive data and information in real time

Vendor Management

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Credit Card Processing

Accept and process credit card transactions

Financial Consolidation & Close Management

Bring together financial information by collecting data from multiple ledgers and close financial processes

Transaction Management

Manage, record and track all business exchanges in form of money and its related interactions in the system

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##### 
## Mobile Applications - Accounting (14)

Cloud Integration

Enables synchronization of accounting data across devices in real-time

Notifications

Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines

UI

Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables

Offline

Allows users to view and update certain data without an internet connection

Expense Tracking

Allows users to capture and upload expense receipts directly from mobile devices

Invoice Management

Enables creation, editing, and sending of invoices

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Inventory Tracking

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Inventory Management

Track and manage inventory levels to maintain proper supply

Financial Management

Plan, manage, and track the financial activities of an individual or organization

Activity Tracking

Track and document all activities across devices, networks, and other systems

Document Management

Store, manage, and track all electronic documents in a centralized location

Compliance Tracking

Track and report regulatory data to either internal management or external stakeholders

Notes Management

Allow users to create, edit, and sort multiple notes

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##### 
## Agentic AI - Accounting (1)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

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##### 
## Agentic AI - Billing (1)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

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##### 
## AI Assistant - Accounting (1)

AI Accounting Assistant

Provides conversational assistance for accounting tasks, financial data, and product navigation using natural language.

Show More

##### 
## Additional Functionality (139)

Multi-Location

Manage and support multiple locations

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Accounts Payable

Track money owed to a company's creditors/suppliers

Fund Accounting

Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability)

Quotes/Estimates

Generate quotes or estimates for customers

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Chart of Accounts

A financial statement that lists a company's accounts and details the account type and balance

Project Accounting

Manage and track financials on a project-to-project basis

Encryption

Convert data into a code for security

Accounts Receivable

Track outstanding invoices and the money owed from clients

Recurring/Subscription Billing

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Multi-Currency

Manage and handle various international currencies

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Income & Balance Sheet

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Data Security

Protect sensitive data for digital privacy

General Ledger

Centralized accounting record which tracks all financial transactions

Currency Conversion

Change one currency to another based on real-time rates/values

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Estimating

Estimate expected cost based on various factors before a project begins

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Financial Analysis

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Transaction History

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Expense Claims

Attaching relevant receipts or supporting documents to submit expenses for reimbursement

Document Storage

Store and organize documents in a centralized system

SSL Security

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Categorization/Grouping

Organize and group data or items based on various criteria

Automatic Billing

Setup and send recurring or automated bills

Purchasing & Receiving

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Customer Database

A collection of customer information such as contact details, demographics, previous interactions, etc.

For Distributors

Primarily serving wholesale distribution companies and supply chain industry professionals

Bills of Material

Material list of manufacturing parts and associated costs

Financial Data Protection

Inventory Control

Monitor product stock levels

AI/Machine Learning

Software program that continuously adjusts its behavior based on observed data

Mobile App

Access the system via a mobile application

Client Portal

Private online space that lets businesses securely share documents and provide information access to clients

For CPA Firms

Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals

Remote Access/Control

Access work applications remotely, for when working away from the office and/or traveling

Cash Flow Analysis

Calculates a company's working capital which is the amount of money a company has available to run its business

Performance Metrics

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Multi-Company

Manage the accounting and financial aspects of multiple locations or companies in a single location

For Small Businesses

Designed for small businesses

File Encryption

Encrypts data within the file, which can only be decrypted using a password or encryption key

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Contact Database

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

File Sharing

Public or private sharing of digital files such as documents, audio/video, images, and more

Purchasing & Receiving

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Multi-Language

Manage and support multiple languages

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Customizable Invoices

Invoices that can be tailored according to company's branding, payment terms and personalized information

Real-Time Reporting

Active reporting of data and metrics

Credit Card Processing

Accept and process credit card transactions

Quotes/Estimates

Generate quotes or estimates for customers

Fraud Detection

Identify and prevent suspicious activity

Real-Time Data

Receive data and information in real time

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Dynamic Pricing

Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc.

Credit Note

Legal document used by sellers & buyers to adjust invoice values in case of wrong billing, damaged goods etc.

Duplicate Detection

Compare new data with existing records to detect duplicate entries

Invoice History

Store and view prior invoices for each account/client

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Billing Portal

Gateway through which end users can view past bills and pay current invoices

Accounting Integration

Integrate with a third-party accounting system

Backup and Recovery

Create backups and provide methods to recover deleted/lost data

Customizable Branding

Add customized logos and colors to align with company branding

Bulk Send

Process of sending a large number of documents, messages or emails to multiple recipients at once

Invoice Creation

Create invoices from scratch or have recurring invoices

Time & Expense Tracking

Log and record hours worked and costs spent to assist in billing and invoicing

API

Application programming interface that allows for integration with other systems/databases

Customizable Reports

Alter the layout and content of reports

Projections

Estimate or forecast of a future scenario based on the study of present trends

Multi-Currency

Manage and handle various international currencies

Event Logs

A chronological record of actions or occurrences within a network, software, or process

Invoice Processing

Creation, processing, verification, and execution of invoices till the payment is made

Automated Receipt Matching

Match digital receipt images or data with corresponding expense entries

Tax Calculation

Calculate tax and make deductions on gross income from sources like wages, investments or self-employment

Payment Processing

Accept, record, and reconcile financial transactions

Data Import/Export

Import and export data to and from software applications

Real-Time Analytics

Analyze and gain insights into data in real-time

Client Portal

Private online space that lets businesses securely share documents and provide information access to clients

Email Reminders

Reminders sent via email

Mobile Access

Access software remotely via mobile devices

Bank Reconciliation

Compare and match accounting/financial records with corresponding bank statements

Transaction History

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Customer Accounts

Record customer information, purchase history, and other notes

Customizable Fields

Customize data fields to support various needs and use cases

PCI Compliance

Store, process, and transmit cardholder data in compliance with the Payment Card Industry Data Security Standard (PCI DSS)

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Multiple Payment Options

Process payments via multiple modes directly through the application

Self Service Portal

Online portal through which end users can access the system, manage tasks, or obtain information

ACH Payment Processing

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Third-Party Integration

Addition of necessary external data, applications, tools, or features

Payment Tracking

Track sent and received payments, invoices, and bills.

Batch Processing

Software's ability to perform similar action on multiple similar files simultaneously

Approval Workflow

Route documents and other data through one or more stakeholders for review and approval

For Small Businesses

Designed for small businesses

Tax Compliance

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Employee Profiles

Centralized storage for employee data, records, and performance metrics

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

W-2 Preparation

Automatically create and distribute W-2/1099 tax forms to employees.

Multi-Country

Pay employees in multiple countries using correct currencies and correct tax deduction amounts

Employee Database

Electronic storage of staff/employee contact information and job status in a centralized repository

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Employee Self Service

Gateway through which employees can access the system

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Data Import/Export

Import and export data to and from software applications

Multi-State

Pay employees in multiple states with correct tax deduction amounts in each

Approval Process Control

Manage the process of evaluating documents or requests submitted for approval

Tax Compliance

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Time Tracking

Measure and track time including hours worked and paid time off (PTO)

Customizable Reports

Alter the layout and content of reports

Web-based Deployment

SaaS, web-based, online deployment

Payroll Outsourcing

Delegate payroll processing to third party vendors

Expense Claims

Attaching relevant receipts or supporting documents to submit expenses for reimbursement

Multi-Currency

Manage and handle various international currencies

Corporate/Business

Software specialized for corporate use

Chatbot

AI-based platform which conducts a conversation via auditory or textual methods

1099 Preparation

Generate, file and review 1099 tax forms for IRS (Internal Revenue Service)

Auto Update

Automatic update of information / software

Time & Attendance

Track and manage employee's work hours to improve payroll accuracy

AI/Machine Learning

Software program that continuously adjusts its behavior based on observed data

Employee Onboarding

Process of familiarizing new employees with the company, their position, and responsibilities

Batch Processing

Software's ability to perform similar action on multiple similar files simultaneously

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

For Accountants

Software specialized for accountants and accounting firms

For CPA Firms

Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals

Multi-Location

Manage and support multiple locations

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

For Small Businesses

Designed for small businesses

Show More

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[Inventory Reporting](/glossary/inventory-reporting-definition)

Inventory reporting plays a valuable role in the inventory control process. Learn more about inventory reporting, how it can benefit inventory management, and how to write reports to support a business structure.

[Wage Garnishment](/glossary/wage-garnishment)

Wage garnishment can take its toll not only on employees but also on employers. Learn more about wage garnishment, how it can impact a business, and what to do if an employee receives a garnishment of their wages.

QuickBooks Desktop Pro Comparisons

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QuickBooks Online

4/5(3,867)

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Sage Intacct

4.3/5(4,407)

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Xero

4.4/5(1,726)

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##### Categories on G2

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Payroll
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Accounting
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Billing
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