Mark Calatrava

EasyFarm by Vertical Solutions is a double-entry farm management and accounting application designed to help farmers and ranchers simplify their record-keeping process for crops, livestock, and inventory. Its features include bank statement reconciliation, check printing, and sales tracking. The 8.3 Lite version, designed purely for accounting and farm management, is available for a one-time fee of $650. Are you looking for something different? If you think your farm business can benefit from general-purpose accounting solutions, check out our guide to the best small business accounting software. EasyFarm Deciding Factors EasyFarm New Feature for 2023 Improved Crop & Field Manager: This module, which is required for tracking field and crop records, has added new features, such as additional forms for farm setup, more pick lists for faster data entry, and more than 50 reports to help you make better farm management decisions. It also comes with other useful tools, such as a pop-up calculator, calendar and diary, and metric conversions. EasyFarm Alternatives EasyFarm vs Competitors We evaluated EasyFarm and two of its competitors, QuickBooks Online and FarmBooks, across the five categories used in our scoring rubric. Based on our scoring system, EasyFarm has excellent farm-specific accounting features on a par with FarmBooks. EasyFarm is more expensive than FarmBooks, but the one-time fee is easier to maintain than QuickBooks Online’s $80 per user, per month. Despite its low scores on general accounting, ease of use, and expert analysis, it’s still an ideal choice for self-employed farmers with no bookkeeping experience. EasyFarm offers five products with prices that start at $650 for a perpetual license, including one year of software support. We believe that EasyFarm is among the most affordable software considering that it discloses its pricing information on its website. The table below shows EasyFarm’s detailed pricing information and a brief comparison of the five editions. Add-ons Accounts Receivable Plug-in: $299; add-on to any edition EasyFarm Hand Mobile App: $399; add-on to the Crop & Field Manager Oil Sales & Royalty Payment Distribution: $229; add-on to EasyFarm Plus and Pro Co-op Inventory Management Software: $159; add-on to any edition EasyFarm Manuals & Device Reference and Training Manual ($50): This includes step-by-step guides on how to use the features of the program. Anhydrous Management Manual ($50): This guide explains how to use and run the anhydrous management software. USB Flash Drive ($15): You can use this 8GB flash drive to store your backup files or transfer data between computers. EasyFarm Features To get a glimpse of what EasyFarm can do, watch our video explaining the program’s core accounting features. Dashboard EasyFarm has a minimalistic dashboard that’s very easy to navigate. The uncrowded layout only includes important tabs, such as the account ledger, contacts, and reports. Single Entry Input EasyFarm highlights its “single-entry input” approach when recording transactions. This means that you can record multiple items and put them on inventory in a single entry, reducing data entry time. For instance, if you purchase items like chemicals and seeds, the system will collect the information to add them to the supplies inventory in the same entry that records the cash spent. Single-entry input is achieved with a very specific chart of accounts that indicates to the system the information that needs to be collected for a particular transaction. EasyFarm scored poorly in our general accounting evaluation because it lacks many essential features we want to see in farm accounting software. For instance, while it includes a customized chart of accounts, bank reconciliation, and check printing, it has no A/P management features, which means you can’t use it to pay bills or track unpaid bills. It has some basic invoicing features, but only if you purchase the A/R module add-on. Below, we discuss some of the accounting features of EasyFarm. EasyFarm did great in this category because it includes almost all the critical features that small farmers need, including crop and financial management and an asset account ledger to manage multiple books. The slight blow to its score is due to its lack of fixed asset accounting, which we believe is important for farmers. Other accounting software we reviewed, such as and , have fixed asset accounting features. While we found the one-entry method unique, we believe that it’s still challenging to learn and that it takes time to master the software. We expect that experienced bookkeepers will be frustrated with the very unique workflow, but farmers without bookkeeping knowledge may love it once they fully understand how to use it. Another reason EasyFarm scored poorly in ease of use is because of its lack of integration, such as with payroll and online payment solutions. We believe these features are important to the overall ease of use and functionality of a program. If you need help with the program or you have questions or concerns, you can talk to EasyFarm support over the phone or email them during their regular support hours. For more in-depth guides, all editions come with a reference and training manual, plus one free year of software support. You can check out EasyFarm’s , tutorial videos, and downloadable materials to see how the program works before buying it. Our subjective analysis was conducted based on our evaluation of features, mobile app, invoicing, reports, and popularity. EasyFarm failed to score on mobile accounting and fell short in the other categories. Other similar software, such as and , are more popular and feature-rich than EasyFarm. However, despite its low score, we consider it a good choice for farmers. It can be used to handle sales, expenses, and other financial transactions while also having the ability to manage crops, livestock, and other operations that aren’t necessarily related to bookkeeping. EasyFarm User Reviews We found very few EasyFarm reviews, which is typical of farm-specific accounting software. Based on the reviews we found, the average score is 4.7 out of 5. The few users who reviewed the product apparently like the odd interface that we find difficult. If you’re a farmer with little bookkeeping experience, then you might really like this program. G2: 4.8 out of 5 based on around 5 reviews Capterra: 4.6 out of 5 based on about 10 reviews EasyFarm Frequently Asked Questions (FAQs) Can I use EasyFarm to report my farm income and expenses? Yes, EasyFarm can be used to report your farm income and expenses on Form 1040. Do I need to be an accountant to use EasyFarm? No, you don’t. As long as you have the patience to learn and understand the program, then you should be able to use it for your farm even without an accounting or financial background. What other farm accounting software can I consider aside from EasyFarm? If EasyFarm doesn’t meet your needs, then you can check out other options in our guide to the best farm accounting software. If you think general accounting software suits you, then explore our recommendations for the best small business accounting solutions. Bottom Line Overall, is an ideal solution for self-employed farmers wanting to track their personal and farm funds in one account. If you only want to stay on top of your farm income and expenses and keep your books organized without needing to track unpaid bills, then it’s a great choice. If you need to bill customers, you’ll have to add the A/R module for an additional fee or try a general bookkeeping program like .

LeanLaw is cloud-based legal timekeeping and billing software with real-time two-way integration with QuickBooks Online. Its features include time and expense tracking, fixed-fee billing, and reporting, and the QuickBooks Online integration allows you to create and send invoices, manage Interest on Lawyer Trust Accounts (IOLTA), and process electronic receipt of payments through QuickBooks Payments. Monthly prices for start at $50 per user. You can request a free two-week trial or personalized demo before buying the program. Do you need something different? If you think you’ll be better served by general-purpose accounting software, then explore our evaluation of the best accounting software for small businesses. LeanLaw Deciding Factors LeanLaw Notable New Features for 2023 Improved Expenses page: In the previous version of LeanLaw, all expenses load when you click on the Expenses page. The new version now displays this information on a page-by-page basis, which is a useful tool for businesses with many expenses. Custom fields in invoice memos: You can now insert custom fields in your memos; the old version only had three fields. Enhanced email delivery features: The new version lets you change the color of the Pay and Pay Balance buttons in emails so that you can match them to your brand. Easier Gravity Legal integration process: LeanLaw integrates with Gravity Legal, a credit and debit card and bank transfer acceptance platform designed for law firms, to automate the process of requesting and accepting trust payments. Integrating the two required several steps in the old version, so LeanLaw is making some changes to develop a deeper integration feature, which you can access from the Setting page. LeanLaw Alternatives LeanLaw Pricing LeanLaw is offered in two packages, LeanLaw Core and LeanLaw Pro, which cost $50 and $65 monthly, respectively, when billed monthly. Core includes basic features, such as timekeeping, invoicing, and QuickBooks Online integration, whereas Pro offers more functionality, such as Legal Electronic Data Exchange Standard (LEDES) billing and advanced reporting. You can try either of the two plans for free for 14 days. You may also schedule a personalized demo so that you can check out the product before buying. QuickBooks Online Pricing All four QuickBooks Online versions integrate with LeanLaw. The best version depends on your firm’s size and operational workflows, and it’s best to involve your accountant or bookkeeper in the decision-making. You can learn more about the different versions in our Quickbooks Online comparison guide. Below is a quick breakdown of QuickBooks Online pricing: Simple Start: $30 per month for one user Essentials: $55 per month for up to three users Plus: $85 per month for up to five users Advanced: $200 per month for up to 25 users New users can choose between 50% off for three months or a 30-day free trial. Read our review of QuickBooks Online to see if you can leverage it along with your LeanLaw account. LeanLaw Features LeanLaw helps you transform QuickBooks Online to fit the needs of your legal practice. It adds timekeeping, billing, invoicing, and trust accounting features that are particularly useful for law firms and practicing attorneys. LeanLaw Customer Service & Ease of Use LeanLaw itself is easy to use and has a very simple interface. From the main page, you’ll directly access the timekeeping tool, along with other features found at the top of the screen. The main tabs include Calendar, Time Entries, Expenses, Billing, Clients, Matters, and Reports. The program features user-friendly terms and list boxes for easy navigation. Also, it supports new users in many ways. For instance, after creating a new time entry, an automated popup appears, suggesting you to try another relevant task, such as creating an invoice. The popup includes a shortcut link that leads you to the invoice creation form. You can also take advantage of the free online masterclasses that discuss specific features in detail, such as masterclass on compensation reporting. However, to fully leverage the platform, you should be familiar with QuickBooks. If you need help learning QuickBooks Online, check out our free QuickBooks Online tutorials. You can contact LeanLaw customer support through email or over the phone. You can also check out its online collection of help materials, including frequently asked questions and how-to articles. If you need help with advanced data migration, custom setup, or customized training on LeanLaw’s key features, then you can sign up for a premium onboarding training session. LeanLaw User Reviews Most of the online LeanLaw reviews are positive. Many users are happy that the platform is simple and easy to use, while others are impressed with the responsive customer support team. However, some reviewers left negative comments on billing statements not being that customizable and some reports lacking drill-down options. Overall, we believe many are impressed with LeanLaw, as manifested by its ratings on different review websites. Capterra: 4.7 out of 5 based on around 100 reviews Trustpilot: 4.3 out of 5 based on about 20 reviews LeanLaw Frequently Asked Questions (FAQs) Can I use LeanLaw without QuickBooks? LeanLaw has built-in accounting features, like legal billing, time-keeping, and invoicing, so you can use it even without QuickBooks. However, we recommend the QuickBooks Online integration to make it a complete double-entry bookkeeping system. Is LeanLaw easy to learn? Yes, it is. In addition to being a cloud-based software, it has a very minimalistic design and user interface that’s easy to navigate. Does LeanLaw integrate with all QuickBooks Online plans? Yes, it integrates with any of the QuickBooks Online plans—from Simple Start to Advanced. Our QuickBooks Online comparison guide can help you select the right plan that suits your needs. Bottom Line isn’t as robust as other law accounting software like PCLaw and CosmoLex, but it can be a powerful solution for your legal time tracking and billing needs. If you can afford the additional cost, you can convert LeanLaw into terrific accounting and invoicing software by integrating it with QuickBooks Online. There are other legal practice management applications that integrate with QuickBooks, but we believe that LeanLaw and QuickBooks Online are an ideal match.

QuickBooks Mac Plus 2023, also called QuickBooks Desktop for Mac, is a subscription-based accounting software program designed exclusively for Mac users. It offers features that are more or less similar to its Windows counterpart but with added Mac-specific features, such as the ability to connect iCloud contacts for easy access to customer or vendor contact information. It’s available on an annual subscription plan, with prices that start at $549.99 for one user. Although QuickBooks for Mac 2023 has been released to QuickBooks ProAdvisors, it cannot be purchased through the QuickBooks website or any major retailers as of the writing of this article. QuickBooks is pushing to convert Mac users to QuickBooks Online, which, in our opinion, is a better software. If you need additional information to help you decide, read our QuickBooks Online vs QuickBooks Desktop comparison. Are you looking for something different? Explore other comprehensive accounting platforms for business owners in our guide to the best small business accounting software. QuickBooks for Mac Deciding Factors QuickBooks for Mac New Features for 2023 Pay bills online: QuickBooks Mac Plus 2023’s Pay Bills Online feature lets you schedule and pay bills online without leaving QuickBooks. Upload bills: You can now upload a photo of your bill using the iPhone scanner or QuickBooks Photo Sync feature. When a new bill is uploaded, QuickBooks will match the data to an existing transaction or create a new one automatically. Customer group reporting: You can now run reports on a specific customer group and create a group with certain criteria, such as high-balance customers. Additional reports: QuickBooks Mac Plus 2023 added four new reports: adjusting journal entries, profit and loss unclassified, profit and loss budget performance, and unpaid bills by job. Improved item management: You can now duplicate existing items with the ability to change information to the new item as needed. Improved condense facility: QuickBooks for Mac 2023 has added more options to condense your company file, allowing you to customize the data that you want to condense. For instance, you can choose to remove audit trail info to date or remove transactions based on date choices. You can learn more about the new Quickbooks for Mac 2023 features with a series of videos from QuickBooks. QuickBooks for Mac Alternatives QuickBooks for Mac Pricing QuickBooks Mac Plus 2023 is available on an annual subscription basis, which costs $549.99 for one user, $749.99 for two users, and $949.99 for three users. All plans include unlimited customer support. Fit Small Business Case Study We conducted an internal case study to see how QuickBooks Desktop for Mac performs against our rubrics. In this review, we examined the Mac program across several core areas that we believe are the most important to small businesses looking for an accounting solution. The table below summarizes the result of our case study. QuickBooks for Mac vs Competitors We conducted a comparative case study to see how QuickBooks for Mac stacks up against some of its competitors. We found that it has a decisive advantage over QuickBooks Online and Zoho Books in terms of project accounting and that it shares the spotlight with QuickBooks Online for banking and Zoho Books for inventory management. Meanwhile, QuickBooks for Mac’s biggest weakness is the lack of a mobile app. The chart below sums up the result of our case study. QuickBooks for Mac Features QuickBooks for Mac Frequently Asked Questions (FAQs) Is QuickBooks for Mac right for my business? It’s the right fit if you’re a self-employed freelancer or an owner of a very small business who does your own bookkeeping on a Mac computer. Is QuickBooks for Mac easy to learn? While the interface is clean, it may still take time to familiarize yourself with the features, especially if you are used to cloud-based accounting programs. Can I convert QuickBooks for Mac to QuickBooks for Windows? Yes, you can convert QuickBooks for Mac to QuickBooks for Windows. Read QuickBooks’ guide on how to convert files from QuickBooks Mac to QuickBooks Windows. Bottom Line offers many of the powerful features found in QuickBooks Online and QuickBooks Desktop for Windows, such as job costing, class tracking, invoicing, and income and expense tracking. While it has some limitations, like the lack of a mobile app and location tracking, the added Mac-specific features make up for its weaknesses. If you use a Mac and manage your books in-house, then we don’t see any reason not to use QuickBooks for Mac.

QuickBooks Self-Employed is a cloud-based accounting software specially designed for self-employed individuals such as freelancers, real estate agents, Uber drivers, and independent consultants. It lets you monitor income and expenses, track mileage to and from clients, and file your taxes with its QuickBooks Self-Employed Tax Bundle. It offers three pricing plans that range from $15 to $35 per month. You can try for free for 30 days or purchase it right away and get a 50% discount for three months. If you think QuickBooks Self-Employed isn’t suitable, check out our top recommendations for the best accounting software for small businesses. QuickBooks Self-Employed Deciding Factors QuickBooks Self-Employed New Feature for 2023 Tag setup: You can use customized tags to sort transactions based on key metrics that are important to your business. For instance, if you want to track more details about your locations, you can set up tags, such as a specific business site or region. QuickBooks Self-Employed Alternatives QuickBooks Self-Employed Pricing QuickBooks Self-Employed has three pricing plans that range from $15 to $35 per month: Self-Employed: $15 per month Self-Employed Tax Bundle: $25 per month Self-Employed Live Tax Bundle: $35 per month All subscriptions include income and expense tracking, business mileage tracking invoicing, and a mobile app. If you want to file one state and one federal tax returns and pay quarterly estimated taxes online, you need at least the Self-Employed Tax Bundle. If you need unlimited live help from TurboTax experts or to talk to a real CPA when needed, you should upgrade to the Self-Employed Live Tax Bundle. QuickBooks Self-Employed Features While QuickBooks Self-Employed doesn’t have a balance sheet and can’t track assets and liabilities, it includes many features that help you organize your income and expenses. QuickBooks Self-Employed Customer Service & Ease of Use QuickBooks Self-Employed has an intuitive dashboard that’s easy to navigate. The tabs on the left side of the dashboard make it easy to explore the other features. Overall, it’s intuitive and not cluttered with unnecessary information, making it approachable for accounting novices. When setting up your account for the first time, you can choose to connect your bank account or manually enter transactions. Meanwhile, QuickBooks offers multiple customer support options. These include QuickBooks blogs, video tutorials, a built-in live chat, a help center called Learn & Support, a community forum, and an in-software automated assistant. QuickBooks Self-Employed Integrations QuickBooks Self-Employed has limited integrations. It connects with third-party software programs like PayPal and Etsy and other Intuit products such as QuickBooks Online, QuickBooks Payments, and TurboTax. QuickBooks Self-Employed Assisted Bookkeeping As a freelancer, you might not have enough time or expertise to execute all your bookkeeping tasks. While QuickBooks Self-Employed users may not deal with intensive bookkeeping, you might still need help with minor tasks like connecting bank accounts and categorizing income and expenses. If needed, you can enlist a QuickBooks ProAdvisor to help you with your bookkeeping duties. QuickBooks Self-Employed User Reviews Most of the positive QuickBooks Self-Employed reviews are about its intuitive user interface. Many users like that they can instantly add new transactions and that the software guides them when filing taxes. On the other hand, some wish that it had more features, like recurring invoices and the ability to send estimates. We agree its invoicing features are very limited and suggest if you regularly send invoices to customers. Below are QuickBooks Self-Employed’s ratings from popular review websites: Software Advice: 3.79 out of 5 based on more than 70 reviews TrustRadius: 6.8 out of 10 based on about 50 reviews Frequently Asked Questions (FAQs) Is QuickBooks Self-Employed scalable? No, it isn’t, as it lacks multiple tiers that you can scale with. When your business and accounting needs grow, you need to switch to a different solution, like QuickBooks Online. Is QuickBooks Self-Employed easy to use? Yes, it is. The cloud-based software has a streamlined interface that’s easy to navigate. It uses simple language and doesn’t have unnecessary features, so it takes very little time to get acquainted with it. What are the top QuickBooks Self-Employed alternatives? If you want a more scalable and sophisticated accounting solution, you can choose from our top-recommended small business accounting software, including QuickBooks Online, FreshBooks, and Xero. Bottom Line isn’t a true double-entry accounting program like QuickBooks Online, but its lack of features makes it very easy to use. It has an excellent mobile app that can serve modern freelancers in terms of invoicing their clients, tracking business mileage, and monitoring business expenses. It’s a good choice to monitor your deductions and uses that information to complete your tax return. If you’re a freelancer needing a solid solution for tracking income and expenses, sign up and receive 50% off the first three months. However, if you anticipate outgrowing QuickBooks Self-Employed, we suggest that you go straight to .

CosmoLex is cloud-based legal practice management software with built-in legal accounting, billing, email, and document management. Its most notable features include trust accounting, LEDES (Legal Electronic Data Exchange Standard) billing, matter management, and a client portal. costs $99 per user, per month, when billed monthly. You can try it for free for 10 days before purchasing the program. Do you need something else? If general-purpose accounting software will fit your needs, then see our evaluation of the best accounting software for small businesses. CosmoLex Deciding Factors CosmoLex Notable New Features for 2023 Cleared Later Tab (Bank Details Screen): The Reconciliation Details screen is reorganized into three main tabs: Deposit, Payment, and Other. In addition to the Additional Uncleared Deposits and Voided Transactions tabs, the Other tab includes Cleared Later, which displays all uncleared transactions dated this month but cleared in a future month. Integrated customer relationship management (CRM): CosmoLex now offers an integrated CRM tool, CosmoLex CRM, which allows you to build custom client intake forms, automate communication, create email drip campaigns, and more. New invoice template fields: The updated version of CosmoLex has new invoice fields, including total invoice payments, total amount billed, total trust deposits, and total trust withdrawals. CosmoLex Alternatives CosmoLex Pricing CosmoLex offers a single plan at $99 per user, per month, when billed monthly or $89 per user, per month, when billed annually. With every account, you’ll get a free login for your accountant, unlimited file storage, unlimited training, free data migration, integrated credit card processing for no monthly fee, and an unconditional 90-day money-back guarantee. If your firm has more than 10 users, you can get tiered pricing to save some money. The free 10-day trial gives you access to all of CosmoLex’s features, but you can only connect one bank account. If you need CRM features, you need to purchase with prices that start at $177 per month for up to three users. CosmoLex Features CosmoLex combines legal-specific accounting and practice management in a single platform. It provides lawyers with a wide range of features and tools to help them manage different aspects of their firm, such as time and expense tracking, trust accounting, task management, and reporting. Below is a quick overview of some of its new and core features. CosmoLex Customer Service & Ease of Use One of CosmoLex’s strongest features is its simple user interface. Even beginners can find their way around the program easily. From the dashboard, you can access all the essential modules instantly, including Matters, Activities, Accounting, Contacts, Setup, and Reports. All functions can be completed through pop-up screens, so you don’t have to exit or leave the main matter page. One of the best features is its Global Add shortcut button, which allows you to create entries instantly, such as time and expenses. You can seek help from CosmoLex’s support staff through phone or live chat support or by submitting a support ticket request through its website. You can also browse its online knowledge base of how-to articles, instructional videos, and GIFs. If you have complex needs, you can enlist the help of a CosmoLex-certified consultant. CosmoLex User Reviews CosmoLex is praised for its ease of use and responsive customer support. Many users like that it’s easy to get around the program, that most of the features are self-explanatory, and that they usually receive immediate responses to their questions and concerns. Meanwhile, some reviewers complained that the document management feature isn’t comprehensive, explaining that they often have difficulty locating files especially if they have high-volume documents. CosmoLex garnered the following ratings from several review websites: Capterra: 4.7 out of 5 based on over 300 reviews G2: 4.2 out of 5 based on around 300 reviews CosmoLex Frequently Asked Questions (FAQs) Is CosmoLex easy to use? Yes, it is, and it’s one of the easiest-to-use legal accounting software we’ve reviewed. It has a very simple and intuitive user interface that’s easy to navigate, even for beginners. When is CosmoLex right for me? CosmoLex is a good fit if you want a single solution to manage legal matters and legal bookkeeping in one place—instead of having to use separate accounting software. What are the top CosmoLex alternatives? If CosmoLex isn’t right for you, try PCLaw or LeanLaw, depending on your needs. Check our guide to the best law firm accounting software to explore more options. Bottom Line If your firm has been tracking legal matters and doing bookkeeping using two different programs, it might be time to switch to . It combines practice management and accounting in a single solution that’s moderately priced compared to similar programs. It seems to listen to user feedback and requests as the software is regularly updated with new features, such as the addition of CRM integration in the new version.

PCLaw by LexisNexis is desktop-based legal practice management software with integrated billing and legal trust accounting, and you can take it to the cloud through private hosting. It helps lawyers manage legal matters, track time spent on clients and cases, and reconcile trust accounts. Some of its key features include time and expense tracking, client and contact management, and mobile timekeeping through the PCLaw Go app. Prices are unavailable on the website, so you have to contact the provider to request a custom quote. Do you need something different? If you think you’ll be better served by general-purpose accounting software, then explore our list of the best accounting software for small businesses. PCLaw Deciding Factors PCLaw Alternatives PCLaw Pricing PCLaw’s pricing information isn’t disclosed publicly. You will need to contact LexisNexis directly to request prices or a customized quote. Factors that may affect prices include your practice area and the size of your business. You may request a free demo before buying the program. PCLaw Features PCLaw is a comprehensive platform with a rich set of features, such as time and expense tracking, matter management, and client and contact management. Other Features Batch Email Past Due Notices PCLaw has an Invoice E-mail Queue feature that allows users to create and email client invoices easily. LexisNexis improves this feature by adding the ability to create and email past-due notices to urge clients to settle their late payments. When past-due emails are sent successfully, you’ll receive a notification that they have been delivered to your email client. If the emails fail to send, they’re moved to the top of the queue list on the Past Due Current/Unsent tab. You can then resend these unsuccessful emails. Improved Visual Analytics (Charts) Reports on accounts payable (A/P) and accounts receivable (A/R) can be viewed in graphs and charts to make large amounts of data easy to understand. You can create graphs and charts to show reports, like billing, payments received, and time spent on specific areas of your law practice. Charts are more flexible, as they can be resized on the screen for better viewing. Product Updates Users will receive regular updates directly within the platform from the PCLaw team about new features, training, and other important information. Additional Payment Types To help you create more detailed A/P reports, you can now label payments as debit, automated clearing house (ACH), e-check, e-transfer, or PayPal. Ease of Use & Customer Support PCLaw uses a tab-based navigation that generally is easy to follow. However, since it’s complex software, there are many features that can be confusing for beginners, so you may need some time and practice to become comfortable using the platform. You may check out PCLaw’s to familiarize yourself with the program. If you need help, you can contact the LexisNexis customer support team by phone and email. You can also sign up for local training with certified independent consultants through its Annual Maintenance Plan (AMP) Membership program. When you’re an AMP member, you’ll receive a variety of benefits, including access to a centralized customer support portal, where you can live chat with PCLaw’s support team, seek help through online support tickets, receive product information, and access videos. You’ll also get access to PCLaw’s in case you need help with implementation and workflow customization. User Reviews We found from online PCLaw reviews that many users aren’t impressed with the platform. Some complained that invoices aren’t that customizable and that the Annual Maintenance Plan is expensive. Others commented that the program is a bit glitchy, explaining that it constantly crashes. Meanwhile, those who left positive reviews like that the program is easy to navigate and that it contains all the tools that a lawyer needs—from calendar management to trust account reconciliation. PCLaw earned the following ratings on several review websites: G2: 3.5 out of 5 based on around 50 reviews Capterra: 2.7 out of 5 based on about 70 reviews PCLaw Frequently Asked Questions (FAQs) Is PCLaw better in the cloud? If you want the mobility and accessibility of a cloud accounting solution, then PCLaw is better when hosted in the cloud. With private cloud hosting, you can access and work on your books wherever you are, as long as you have an internet connection. Is PCLaw easy to use? PCLaw is generally easy to use, but it uses special legal-specific accounting terms, which can be overwhelming for new users or those who don’t have a background in accounting. However, with a little practice, you’ll find PCLaw a delight. Who should use PCLaw? PCLaw is great for solo practitioners and law firms that need an all-in-one solution and are willing to pay more for quality software to manage cases, clients, billing processes, and financial reports. Bottom Line is the most comprehensive legal-specific accounting software we’ve reviewed. It allows you to manage the different aspects of your legal practice, from matter management to trust accounting and billing. If your firm is currently using separate platforms to juggle these processes, you can cut costs and streamline your workflows with PCLaw.

QuickBooks Desktop Enterprise, also called QuickBooks Enterprise, is a desktop-based accounting software that offers advanced tools for managing complicated pricing and inventory tracking. It has all the features of QuickBooks Pro and Premier, plus advanced features, like multilocation inventory tracking and fixed asset management. Also, just like Premier, QuickBooks Enterprise comes in five industry-specific editions: retail, nonprofit, contractors, manufacturing and wholesaling, and professional services. Prices for start at $1,740 per year. If you need online access to your files, then you need to purchase a hosted version, which is available as a monthly subscription with prices starting at $199 for one user (license fee included). Are you looking for something different? If QuickBooks Enterprise is too much for your business and you need a scaled-down alternative, check out our guide to the best small business accounting software.  QuickBooks Enterprise Deciding Factors QuickBooks Enterprise New Features for 2023 Inter-company transactions: QuickBooks Enterprise 23.0 now allows you to consolidate financial reports that merge data from multiple companies. Inventory categorization: This allows you to classify inventory items by group or category so that you can find what you need easily. Expiration dates: Enterprise 23.0 now lets you add a separate field for expiration dates, giving you the option to create reports around expiration dates. Automatic mileage tracking: This enables you to record your business trips automatically using the mobile app instead of calculating your odometer readings manually. Cash flow hub: This provides a single place to track all your incoming and outgoing cash flow. QuickBooks Enterprise Alternatives QuickBooks Enterprise is available in three plans with prices that start at $1,740 per year for one user. Gold, the entry-level plan, includes advanced reporting, QuickBooks Priority Circle, and QuickBooks Enhanced Payroll. The higher versions, Platinum and Diamond, offer enhanced features, like advanced inventory, advanced pricing, and bill workflow approvals. The table below shows the detailed pricing information of QuickBooks Enterprise. If you want to take Enterprise to the cloud, you can purchase a hosted QuickBooks Enterprise version with the following price ranges per plan: Gold: From $199 per month for one user to $1,049 for 10 users; customized pricing for 11 to 30 users Platinum: From $232 per month for one user to $1,082 per month for 10 users; customized pricing for 11 to 30 users Diamond: From $404 per month for one user to $1,273 per month for 10 users; customized pricing for 11 to 40 users Fit Small Business Case Study We assessed QuickBooks Enterprise using an internal case study to find its biggest strengths and weaknesses. On a scale from 1 to 5 (with 5 being the highest score), we rated Enterprise across several categories, such as pricing, general features, and ease of use. The individual scores are shown below, and you can read the detailed explanations for each category in the Features section that follows. QuickBooks Enterprise vs Competitors We compared QuickBooks Enterprise with some of its competitors in our comparative case study, and we discovered that it’s as powerful as QuickBooks Online in terms of banking, accounts payable, and accounts receivable. It goes head to head against QuickBooks Online and Zoho Books in terms of inventory, but Enterprise has a decisive advantage due to its advanced inventory accounting features. Meanwhile, it needs to improve on mobile accounting. Here’s the summary of our comparative case study. QuickBooks Enterprise Features QuickBooks Enterprise is the top-of-the-line software in the QuickBooks Desktop product line, offering a wide array of features for different industries. The following discussions explain the results of our case study. QuickBooks Desktop Enterprise offers all the general features that good accounting software should have, such as the ability to set up a company profile, record entity type, and modify and import a chart of accounts from your previous accounting software. However, just like the other QuickBooks Desktop products, Enterprise took a hit in its score as you have to purchase a separate license fee for each additional user, which can be expensive for small businesses. Its cloud-based counterpart, , does it better since you can choose a plan based on your number of users without paying an additional fee. QuickBooks Enterprise would have garnered a perfect score if its A/P module was easier to use. Nevertheless, it has robust A/P management features, including the ability to enter and pay bills and track outstanding bills until they’re paid. You can also record purchase orders (POs) and convert them to bills when you receive the items you ordered. To simplify the payment process, you can set up online bill pay and make partial bill payments. Enterprise also allows you to create an audit trail for bills and POs to help you simplify the A/P management process. Invoicing with QuickBooks Enterprise is similar to other QuickBooks products—you can create and customize invoices and send them out as PDFs or emails. However, Enterprise takes it one step further by allowing you to create and send invoices in batches—as opposed to entering information for each individual invoice manually. Batch invoicing allows you to create invoices in bulk from a single-entry input, saving you time and effort. If you have multiple clients who are billed on a monthly basis for similar ongoing services, then you can create all of their invoices at once. To reconcile your bank statements, you can choose to connect your bank account (bank feeds) or upload your files of statements manually, which gives you more flexibility. To make reconciliation faster, QuickBooks has a streamlined Undeposited Funds account that holds separate invoice payments and sales receipts you want to consolidate to match the single deposit in your bank statement. Some accounting programs also have an Undeposited Funds account, but they aren’t as comprehensive as that in QuickBooks Desktop. QuickBooks Enterprise is ideal for project-based businesses like construction companies. You can create an estimate, and when that estimate is approved, you can convert it to an invoice instantly. You can also split estimates into as many invoices as needed (progress invoicing) instead of asking for a full upfront payment. As you complete the service needed, you can simply add items from the original estimate to progress invoices. When creating a progress invoice out of an estimate, you need to specify how much you want to charge on the invoice for the selected items. If changes are needed to the scheduled construction work, you can create change orders by editing the original estimate. QuickBooks will create a change order automatically based on the information you entered. QuickBooks Enterprise isn’t the best tax management solution as it doesn’t help you file sales tax returns. However, if you only need help with tracking your taxes, then the platform can still provide a good value. You can determine how much you owe in taxes easily using the Sales Tax Liability Report. Sales taxes can be added to your invoice, and the program will apply the appropriate sales tax rate automatically based on the type of product or service, customer, and location you indicate in your sales form. QuickBooks Enterprise is the strongest inventory management software we’ve reviewed. It has an Advanced Inventory module that provides enhanced features not found in the lower QuickBooks Desktop versions, including the ability to track inventory across locations. Multi-inventory tracking in Enterprise lets you set specific reorder points, so you’ll be alerted when to replenish stocks, create assemblies using parts from different locations or warehouses, and transfer items between locations. You can use mobile barcode scanning to automate data entry, track inventory by bin numbers, and create customized inventory reports, such as inventory stock by item, inventory valuation summary, and assembly shortage by item. With Enterprise, you also have the option to choose between first-in, first-out (FIFO) and the average cost method to track inventory cost. Another notable feature we want to emphasize is the ability to create pricing rules to adjust pricing automatically based on the rules you specify. For instance, you can set up a rule where your top 10 customers will receive a discount of 20% automatically if they purchase 10 items or more. The platform allows you to run all the important reports you need to track your business performance, whether these are standard reports, such as profit and loss (P&L) statements, balance sheets, and cash flow statements, or customized reports like job costing, sales by customer reports, and purchases by vendor reports. The only reason it didn’t get perfect points is that it can track inventory by location but not income and expenses, which is something you can do in QuickBooks Online. QuickBooks Desktop Pro or Premier users will find QuickBooks Enterprise familiar. However, if you’re transitioning from QuickBooks Online to Enterprise, expect a high learning curve. The features can be overwhelming and difficult if you don’t have bookkeeping experience. QuickBooks Enterprise Gold, Platinum, and Diamond users get access to 24/7 unlimited customer support through QuickBooks Priority Circle. You can also ask for on-demand training as a QuickBooks Enterprise account user. QuickBooks Enterprise’s biggest weakness is mobile accounting. The mobile app lets you scan, track, and convert receipts into expenses, as well as tracks business mileage automatically. You can’t send invoices, accept payments online, and record time worked, which are usually possible with other similar accounting software. , our overall best mobile accounting app, offers many features, such as the ability to send invoices, enter bills, capture receipts, and record billable time from your mobile device. Users who left QuickBooks Enterprise reviews like that the platform provides many useful features, such as its advanced reporting module, customized financial reports, order management, and customer and vendor tracking. Those who aren’t pleased complained that adding multiple users makes it too expensive and that advanced tasks like bank reconciliations are too complicated for beginners. Here are QuickBooks Enterprise’s ratings from popular review websites: Software Advice: 4.50 out of 5 based on about 20,000 reviews GetApp: 4.5 out of 5 based on more than 19,000 reviews G2: 4.2 out of 5 based on around 800 reviews Frequently Asked Questions (FAQs) Is QuickBooks Enterprise available in a cloud-based version? While QuickBooks Enterprise is a locally installed software, you can take your files online through cloud hosting (for an additional fee). Hosted QuickBooks Enterprise allows you to access all of its features from a cloud server, giving you online access to your accounting files. Is QuickBooks Enterprise fit for small businesses? No, it’s not—and it’s expensive for small businesses. If you need a scaled-down and more affordable solution, we recommend you check our evaluation of the best small business accounting software. Who should use QuickBooks Enterprise? QuickBooks Enterprise is great for midsize enterprises dealing with complex inventory management and businesses needing more flexibility in their pricing structure. Bottom Line doesn’t skimp on features, and most of them are labeled “Advanced” for good reason. If you need reliable tools for managing complex inventory, pricing, and financial reports, QuickBooks Enterprise won’t fail you. However, it may not be the best fit for your business if you have minimal inventory or are on a budget.

While you can use the predefined templates in QuickBooks Online to generate invoices, there are some instances where you need to create your own. We have prepared 10 free downloadable QuickBooks invoice templates that you can customize and import into the software. Each is customized to a specific industry, such as freelancers, law firms, wholesalers, and retailers. We’ll also teach you how to import these invoice templates to QuickBooks. Catering: Download invoice template Construction: Download invoice template Freelancers with fixed rates: Download invoice template Freelancers with hourly rates: Download invoice template Landscaping: Download invoice template Law firms: Download invoice template Nonprofit organizations: Download invoice template Property managers: Download invoice template Retailers: Download invoice template Wholesalers: Download invoice template How To Import Invoice Templates into QuickBooks Online What To Include in Your QuickBooks Invoice Your sales invoice should provide your customer with all the important details of the products and services that they have purchased from you. To see that payment isn’t delayed, you want to ensure that your contact information and your customer’s contact information are accurate. You should also include an invoice number, the invoice date, and the following: Your company name and contact information Invoice number and invoice date Payment terms The date payment is due What products/services you’re billing them for How much each product/service cost Acceptable payment methods Contact details for questions Wrap Up As discussed throughout this article, you have several options when selecting the right QuickBooks invoice templates for your business. You can choose from QuickBooks Online’s default templates or use our free downloadable invoice templates, which are ready to be imported to QuickBooks Online.