QBO Subscribtions

The majority of your clients are likely to be on one of the plans designed for small and medium-sized businesses. Backed by AI automation, these plans help you and your clients save time, make confident decisions, and grow with clarity. As well as clients having direct access, these plans are all available through QuickBooks Online Accountant. Each plan has different features and usage levels. As your clients’ businesses and requirements grow, they can move up these plans seamlessly, without having to transfer any data.

Simple Start

The Simple Start plan is designed for sole proprietors, LLCs, partnerships, and other types of small businesses. This subscription level is the best fit for small business owners with basic accounting needs. The biggest difference between QuickBooks Online Solopreneur and Simple Start is that with Simple Start you can use a custom field to categorize sales and expense transactions, and you can create recurring transactions.

Essentials

The Essentials plan has all the features of Simple Start, but with extra functionality for businesses with more complex needs. It allows more than one user, and access levels can be set to control what these users see. It also provides additional reports, handles multiple currencies, and allows your clients to track billable hours by customer.

Plus

The Plus plan builds on the features of the Essentials plan. It is designed for businesses that employ staff and need to carry out functions such as budgeting, managing inventory, and tracking projects. It allows more users and provides more reports than Essentials, and is the most popular plan for small businesses. 

This is the plan that is used in the examples throughout certification.