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    • 9 Research-Backed Stress Management Tips For Financial Advisors (That Actually Work)
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    • How Financial Advisors Can Write A Book (And Use It To Get Clients)
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    • 7 Actionable Goal Setting Tips For Financial Advisors
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    • 12 Facebook Marketing Tips for Financial Advisors
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    • 8 Tips for Attracting UHNW Clients (With Proof That They Work)
    • Top 10 Best Books for Insurance Agents (2020)
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    • 7 Reasons Why Most Financial Advisor Websites Are Terrible
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    • 5 Best Niches for Financial Advisors
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    • How Advisors Can Get Out of Their Comfort Zone
    • 5 Characteristics of Successful Insurance Agents
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​FreshBooks vs. QuickBooks Online: Which Is The Better Accounting Software?

Intuit logo for quickbooks vs. freshbooks
If you’re a small business looking to switch your accounting system to a cloud-based service, you’ve probably heard of Freshbooks and QuickBooks Online - these two cloud-based software programs are currently fighting to be recognized as the #1 solution for small business accounting.
​
Both have unique features - and flaws - that can ultimately make or break your book-keeping pipeline. But which one is better suited for your business?

I’ve gathered the facts about each service to help you decide which one is a better fit.

FreshBooks Overview

FreshBooks markets itself as “Small business accounting software that makes billing painless”. They target this service to self-employed workers as well as agencies, firms and consultancies.

Features

Invoicing: With FreshBooks, you can send recurring invoices, automatically add late fees, send payment reminders, and bill for hours worked. You can also customize your invoices, but the software only provides two templates.

Expenses: You can add recurring bills and mark business expenses as billable very quickly with FreshBooks. To streamline expenses, you can connect your bank account to your FreshBooks account and have your expenses be automatically updated - nice!

Time Tracking: Use built-in timers to track your time on a project - FreshBooks also provides at-a-glance charts to see how your team is spending their time on each individual project.

Project Management: This feature includes cloud-based storage, deliverable management, team permissions and a chat system to help your team boost productivity.

Reports: This is where FreshBooks begins to sink - it offers nine types of reports (profit & loss, sales tax summary, accounts aging, invoice details, expense reports, time entry, payments, trial, and general) but doesn’t offer advanced reports frequently used in accounting.

Notice that FreshBooks doesn’t offer core accounting services like payroll, advanced accounting reports, accounts payable, and bank reconciliation. This means FreshBooks isn’t a full-fledged accounting software - however, it delivers very well on the features it does have, so let’s not discount this solution just yet.

FreshBooks ACH Payments

ACH is an electronic network which allows people to directly transfer funds between bank accounts. One of the most common examples of ACH payments is a direct deposit program between you and your employer. Instead of sending you a paper check, your employer puts the funds directly into your bank account.

Yet, ACH payments are limited to employers and employees because businesses can take advantage of them as well, and FreshBooks makes it easier than ever.

FreshBooks recently introduced Automated Clearing House (ACH) payments (also known as bank transfers) to help their U.S. customers get paid twice as fast with a transaction fee of only 1%.

If you're someone who routinely sends out large invoices, this feature will be a game-changer for you. Imagine sending a $10,000 invoice and paying up to 3% in fees somewhere else ($300) vs. only $100 with ACH. Not a bad deal, right?

ACH offers a more affordable solution that provides the convenience of an online payment without the higher costs. Plus, you don't have to spend time waiting for checks to be approved, signed, printed, and delivered because with ACH, funds are automatically deposited in your bank account.

Another reason why ACH is so nice is because it will allow you to offer better quality, better service, and a better overall experience for both you and your customer. You'll be able to make the process as simple and streamlined as possible.

So, to make myself clear (because this is a really cool feature)...
  • With ACH, funds are automatically deposited into your bank account and marked as paid in FreshBooks.
  • ACH is faster and more convenient than checks. (For both you and your clients.)
  • ACH is less expensive than other online payments because it only has a 1% transaction fee..

The only "downside" is that it's only available in the United States because ACH is a network that connects all financial institutions across the U.S.

So, if you want to check out ACH payments in FreshBooks and see what you think, go here: FreshBooks (Now With ACH Payments).

And if you have any questions, you can email support@freshbooks, where people are standing by to help you.

Pricing Model

FreshBooks has 3 separate pricing tiers: Lite, Plus, and Premium.

Lite: If you have 5 clients or less, you can get the Lite tier for 15$ a month and get access to the basic features (invoicing, time tracking, expenses)

Plus: For 25$ per month you get automatic payment reminders, late fees, accounting reports, recurring invoices, and proposals - plus everything included in the Lite tier. This plan works for up to 50 clients.

Premium: This tier doesn’t offer extra features, but allows you to scale up to 500 clients for 50$ a month.

Note that you can add extra team members for 10$ each regardless of which plan you’re currently using. Each paid team member has access to all the features and has a unique profile, making it helpful to track project management.

They also offer a free trial for 30 days, available for all tiers.

Ease of Use

One of FreshBooks winning features is its user-friendliness - since cloud-based accounting is mostly used to save time, FreshBooks definitely scores some points in this category since it is easy to pick up and learn.

The software guides first-time users with pop-up arrows and hints to help you find your way around. Most tasks are simple to perform and don’t require multiple steps and screens.

Additionally, FreshBooks is accessible on the go with a powerful mobile app that includes all of its features.

User Reviews

The first thing you see when visiting the FreshBooks website is the boastful claim that 97% of customers recommend FreshBooks.
FreshBooks homepage of website
Although you should take this claim with a grain of salt, seeing as it’s from a biased source, it is true that those who decide to stay with FreshBooks love the service. FreshBooks reviews are rarely negative and those who dislike the software usually don’t have a problem against the usability and customer service directly, but mostly complain about the lack of advanced accounting features.

What customers love the most about FreshBooks:
  • Amazing customer service
  • Ease of use
  • Great mobile app​

What customers dislike about FreshBooks:
  • No advanced accounting reports
  • No bank reconciliation
  • No payroll feature

QuickBooks Online Overview

QuickBooks Online is only one of the many QuickBooks’ software available at Intuit - it is essentially their version of cloud-based accounting. Although it is cloud-based, this software is a fully fledged accounting service powerful enough for even larger businesses.

Features

Income and Expenses: With QuickBooks Online, you can import transactions from your bank, credit cards, PayPal, and Square - these automatically get sorted into the appropriate tax categories, saving you time in the long run. They also allow you to pay multiple bills at the same time and create recurring payments.

Invoicing and Payments: You can send recurring invoices and send payment reminders as well as customize your invoices with many options. The invoicing feature also integrates with the inventory (but at an extra cost).

Inventory: With their inventory feature, you can track your products as well as their costs and get notified when your inventory is low. You can also create purchase orders directly from the software and manage your vendors.

Payroll: With automatic tax calculations and free 24-hour direct deposits, payroll with QuickBooks Online is a breeze. Plus, you can file and pay payroll taxes directly from the software.

Reports: QuickBooks Online offers advanced reporting features like profit and loss, balance sheets, tax documents, summaries of customer data, inventory reports, and more. Plus, it has a handy drag and drop feature to customize your reports.

Time Tracking and Project Management: Not only can you track time and expenses per project (and per employee), QuickBooks Online also shows you how much profit you are making on each individual project.

Pricing Model

QuickBooks Online has 3 separate plans: Freelancer, Small Business, and QuickBooks Advanced. The Small Business plan contains 3 tiers: Simple Start, Essentials, and Plus. A free 30-day trial is available as well.

Freelancer: For 10$ a month, you can do the basics like income and expense tracking, invoicing, and basic reporting. Note that this plan cannot upgrade to Small Business plans.

Simple Start: For 20$ a month, you get everything from the Freelancer plan, but you can also send estimates and track sales and sales tax.

Essentials: This tier costs 35$ and adds bill management plus time tracking. It also allows you up to have up to 3 users.

Plus: At 60$ a month, you can track projects, inventory, and manage up to 1099 contractors.

QuickBooks Advanced: This tier costs 150$ a month and includes QuickBooks training, a dedicated customer success manager, and allows your team to scale up to 10+ users. Note that this plan is not available for a free trial.

Additionally, all Small Business tiers have the following payroll add-ons:
  • Enhanced Payroll: 35$ a month + 4$ per employee per month
  • Full service Payroll: 80$ a month +4$ per employee per month
QuickBooks pricing chart - useful when comparing FreshBooks to QuickBooks

Ease of Use

Although QuickBooks Online contains a wide variety of advanced features, it comes at the price of user experience. Many users have reported that they have difficulty navigating both the browser version and the mobile app - the latter does not contain all of the features found in the full version and has been found to be quite glitchy on several occasions.

User Reviews

Like FreshBooks, the Intuit website claims that QuickBooks Online is recommended by 98% of its customers.
​

However, when you take a look at unbiased reviews online, you’ll find many dissatisfied customers complaining about the learning curve and buggy features as well as poor customer service.

What customers love the most about QuickBooks Online:
  • Several plans available to customize service according to the needs of a business
  • Advanced accounting features

​What customers dislike about QuickBooks Online:
  • Buggy mobile app
  • Poor customer service
  • Steep learning curve
  • Many basic features cost extra

Which Is Better?

So now that I’ve laid out the features of both options, the big question remains - which one is better?

Well, there’s no easy answer. It really depends on what you’re looking for in your cloud-based accounting software and what your business needs.
People comparing FreshBooks vs. QuickBooks

Feature Comparison

It’s pretty clear that QuickBooks Online wins over FreshBooks for its number of features. In fact, you could say that FreshBooks is no true accounting software because it lacks so many key components - payroll, accounts payable, inventory management, advanced reports features - that are a key part of bookkeeping for a business.

However, when it comes to project management and mobile features, FreshBooks definitely has an advantage. And not just that - FreshBooks also makes it much easier to mark expenses as billable. All you need to do is check a box, whereas QuickBooks makes you go through several steps and only gives you this option if you’re on the Plus plan.

Pricing Comparison

QuickBooks does offer more features, but at a price. Several features that are included in the basic FreshBooks package - such as billable expenses, project management, and bill management - are only available at higher tiers for QuickBooks.

Not only that, but many of these extra features, like payroll, are not included in any of the plans and require an additional fee.

However, the same can be said of FreshBooks. With the Lite plan, you have no accounting reports available. For 5$ less, QuickBooks Online’s Freelancer plan allows you to run basic reports. Additionally, each FreshBooks plan is available only for 1 user - each additional user is an extra 10$ - and you’re limited in the number of clients you can register in the software.

In fact, FreshBooks’ most expensive plan doesn’t offer any additional features except allow you to have up to 500 clients.

User Experience Comparsion

Whereas FreshBooks is quite easy to get into and provides an amazing user experience all around, QuickBooks Online runs into some issues here. But with the number of features it contains, users shouldn’t be surprised at its steep learning curve.

Those who take the time to get past the learning curve will eventually benefit in the long run by having access to all the advanced features outlined above, which will allow you to properly analyze your data to understand how your business can become more efficient.

However, if you don’t need the advanced features provided by QuickBooks, Freshbooks definitely wins the race for user experience. It does have fewer features, but each one is well executed both on PC and on mobile.

Who Is FreshBooks For?

Although QuickBooks Online is overall a more robust cloud-based accounting solution, the ease of use and amazing mobile app make FreshBooks a great fit for many businesses. If you fall under the following categories, consider giving FreshBooks a whirl:
​
  • You only need one or two users for the software
  • You’re a freelancer or a small business with a small number of clients to handle
  • You need a robust project management feature to track time spent on projects
  • You’re an entrepreneur with several businesses
  • You often work on the go and need a full-fledged mobile app

Who Is QuickBooks For?

If you have any of the following, you should definitely choose QuickBooks Online over FreshBooks or risk missing out on key aspects of a proper accounting pipeline:
  • Three or more users who need to use the software
  • An inventory
  • Several employees on your payroll
  • Over 500 clients
  • Complex tax filing needs
  • Dedicated accountants
  • Bill more than 150$k per year

The Bottom Line

FreshBooks provides an amazing user experience and is great at what it does. Those who use it often have no complaints. However, the company itself states the obvious on their website: it’s not designed for everyone. FreshBooks allows small business owners to save time with a smoother and leaner learning curve.

On the other hand, if you need a clear view of your finances, the reports available with QuickBooks Online will allow you to make efficient adjustments to your business and save both time and money in the long run.

If you’re still not convinced about either of these options, why not try them? Both QuickBooks Online and FreshBooks have free 30 day trials (except QuickBooks’ Advanced plan) so you’ve got nothing to lose.

Start your free trial of FreshBooks here.
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  • Home
  • About Me
  • Get Clients With LinkedIn
  • New Advisors
  • Products
  • Inner Circle
  • Blog
    • 50 Things I Wish Financial Advisors Knew About Marketing
    • What's A Good Financial Advisor Marketing Budget? Here's What I've Found...
    • 5 Reasons Why Hiring A Financial Advisor Marketing Agency Is A Bad Idea...
    • 5 Elements of High-Converting Landing Pages For Financial Advisors (With Examples)
    • Why "Branding" Is A Terrible Idea For Financial Advisors
    • 9 Inbound Marketing Strategies For Financial Advisors That Are Working Right Now... (With Proof)
    • Financial Advisors: Here's How To Get 3 New Clients In The Next 30 Days...
    • I Analyzed The Websites Of Barron’s Top 100 Independent Financial Advisors: Here’s What They Do Differently…
    • 4 Things I've Learned From Testing 3.2 Million Financial Advisor Emails
    • What Is The Optimal Number Of Clients For A Financial Advisor? (My Answer May Surprise You...)
    • Will Financial Advisors Become Obsolete? (Future Outlook For Financial Advisors)
    • How To Become A Virtual Financial Advisor (Plus Traits And Tools To Help You Work Remotely)
    • An Open Letter To Financial Advisors With Imposter Syndrome (Plus 4 Tips For Overcoming It)
    • How To Overcome Objections As A Financial Advisor (The Right And Wrong Way)
    • 7 Priceless Tips For Financial Advisors Who Want A "Lifestyle" Practice
    • 9 Research-Backed Stress Management Tips For Financial Advisors (That Actually Work)
    • 3 Powerful Ways Financial Advisors Can Use Webinars To Get More Clients
    • 10 Catastrophic Ways Financial Advisors Sabotage Their Own Success
    • These 5 "Weird" Tips Can Help Financial Advisors Form Better Habits
    • 5 Financial Advisor Follow-Up Tips (That Won't Annoy Prospects)
    • How Financial Advisors Can Write A Book (And Use It To Get Clients)
    • 7 Ways To Make Your Financial Planning Firm More Profitable
    • 7 Actionable Goal Setting Tips For Financial Advisors
    • 10 Of My Favorite Productivity Tools For Financial Advisors
    • How Financial Advisors Can Make A Phenomenal First Impression
    • 3 Reasons Financial Advisors Should (And Shouldn't) Start A Podcast
    • Financial Advisors: 4 Reasons Why Buying Leads Is Like Burning Money
    • 11 Tips For Writing A Stellar Financial Advisor Bio (With Examples)
    • 7 Traits Successful Financial Advisors Have (From Someone Who Has Worked With Thousands Of Advisors)
    • 6 Common Financial Advisor Interview Questions (And How To Answer Them)
    • 5 Things Financial Advisors Should Know Before Buying A Book Of Business
    • Looking For A Financial Advisor Internship? Here Are 10 Things You Should Know...
    • How Hard Is The CFP® Exam? (Plus 5 Of My Favorite Tips To Help You Pass)
    • 10 Insurance Marketing Tips, Ideas, and Strategies (That Actually Work)
    • How to Become a Financial Advisor In 5 (Not So Easy) Steps
    • How To Make Six Figures As A Financial Advisor
    • 11 Lucrative Cold Calling Tips for Financial Advisors
    • 10 Things I Wish All Entry Level Financial Advisors Knew
    • 6 Video Marketing Tips for Financial Advisors: Why Video Marketing Is So Powerful
    • 7 Reasons Why Most Financial Advisor Sales Training Completely Fails
    • Pros and Cons of Financial Advisor Coaching - Should Financial Advisors Hire a Coach?
    • 9 Elevator Speech Tips for Financial Advisors
    • A Day In The Life of a Financial Advisor: 7 Things You Can Expect
    • 7 Awesome Content Marketing Tips for Financial Services
    • Pros and Cons of Being a Financial Advisor: The Dirty Details Nobody Tells You
    • 8 Things Nobody Tells You About Being a Financial Advisor
    • 10 Things Financial Advisors Wish They Could Do Differently
    • 10 Awesome Content Marketing Tips for Financial Advisors
    • 12 Best Financial Planning Questions to Ask Clients
    • 5 Online Reputation Management Tips for Financial Advisors
    • Here's Why Clients Fire Financial Advisors
    • 5 Things Financial Advisors Should Never Do With Their Clients
    • 9 Cold Email Tips for Financial Advisors
    • 7 Tips for Avoiding Burnout as a Financial Advisor
    • 9 Tips for Creating a Financial Advisor Business Plan
    • 7 Must-Know Google Ads Tips for Financial Advisors
    • 7 Awesome Tech Tools for Financial Advisors
    • 10 Insurance Email Marketing Mistakes You Need to Avoid
    • 12 Facebook Marketing Tips for Financial Advisors
    • 3 Lessons From An Advisor Losing $1,000 Every Day
    • 7 Easy & Actionable Social Media Marketing Tips for Financial Advisors
    • 7 Door-to-Door and Cold Knocking Tips for Financial Advisors
    • 5 Things People Really Want From Financial Advisors
    • 5 Client Loyalty Strategies to Help You Retain More Clients
    • 7 Client Referral Ideas to Help You Get More Referrals
    • 8 Tips for Attracting UHNW Clients (With Proof That They Work)
    • Top 10 Best Books for Insurance Agents (2020)
    • 15 Financial Advisor Prospecting Ideas & Techniques That Work!
    • 11 Awesome Client Appreciation Event Ideas for Financial Advisors
    • Life Insurance Leads - Should You Buy Them?
    • 5 Ways Financial Advisors Can Improve Direct Mail Marketing Results
    • 7 Reasons You'll Fail as an Insurance Agent
    • 7 Horrible Insurance Marketing Ideas
    • 5 SEO Strategies For Financial Advisors (That Actually Work)
    • Social Media Tips for Financial Advisors: Experts Weigh In
    • The Secret Behind Awesome Financial Advisor Value Propositions (Plus Examples)
    • 5 Tips for How to Sell Insurance Over the Phone
    • 15-Step Client Onboarding Checklist: Onboarding Process for Financial Services
    • The Best CRM for Financial Advisors (CRM Software for Financial Services)
    • 10 Actionable Seminar Marketing Tips for Financial Advisors (That Actually Work)
    • 9 Effective Appointment Setting Tips for Financial Advisors
    • 19 Financial Advisor Email Marketing Tips
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    • 7 Reasons Why Most Financial Advisor Websites Are Terrible
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    • How to Become a Successful Financial Advisor: Your First Year
    • Top 10 Best Books for Financial Advisors
    • 7 Fatal Prospecting Mistakes You Can't Afford to Make
    • 5 Ways to Generate Leads Without Cold Calling
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    • How Financial Advisors Can Make More Money
    • 5 Best Niches for Financial Advisors
    • How to Sell Without Being Pushy
    • How Advisors Can Get Out of Their Comfort Zone
    • 5 Characteristics of Successful Insurance Agents
  • Contact