| Simple Venture - Starting at $500+/mo | Growing Business - Starting at $800+/mo | Established Enterprise - Starting at $1,200+/mo | Private Household Bookkeeping - Starting at $1,200+/mo | |
|---|---|---|---|---|
| Best For | Freelancers, sole proprietors, or business owners with minimal monthly activity | Small teams with regular sales and expenses | More complex businesses with increased financial activity | High net worth individuals or families looking to track household assets, income, and expenses |
| Transaction Volume | Categorization of up to 50 transactions per month | Categorization of 50-200 transactions per month | Categorization of 200+ transactions per month | Categorization of 100+ transactions per month |
| Bank and Credit Card Accounts | Reconciliation of 1 bank account | Reconciliation of 2 or 3 bank and credit card accounts | Reconciliation of 4+ bank and credit card accounts | Reconciliation of 4+ bank and credit card accounts |
| Third Party Apps | No third party apps (all income comes through QBO, checks or cash deposits) | 1 third party app used to collect income | 2+ third party apps used to collect income | N/A |
| Current Loans or Liabilities | No active loans or liabilities | Tracking of 1 or 2 active loans or liabilities | Tracking of 3+ active loans or liabilities | Tracking of 2+ active loans or liabilities |
| Monthly Financial Reports | Profit & Loss Balance Sheet | Profit & Loss Balance Sheet | Profit & Loss Balance Sheet Custom Reporting | Quarterly Income & Expenses Quarterly Balance Sheet |
| *Payroll Data Entry | No W2 employees (1099 contractors only) | W2 employees - data entry for biweekly payroll | W2 employees - data entry for weekly payroll | W2 employees - data entry for household payroll (if applicable) |
| Sales Tax Requirements | No sales tax requirements | Required to collect and remit sales tax in 1 state | Required to collect and remit sales tax in multiple states | N/A |