Which QuickBooks product are you looking at?
This page covers QuickBooks Online. Compare plans in the country where your business operates and check the features you need before moving records from a desktop edition.
Start with three questions: how many bank or card accounts need to feed the books, how many invoices do you send, and who needs access to review your records?
When could the US Free plan be too small?
Intuit’s US Free plan lists one bank connection and no accountant access. It allows two sent invoices per month, or unlimited invoicing if you qualify for and enable QuickBooks Payments. US Simple Start lists US$38 per month before promotions.
If you need another bank connection or accountant access, check the paid-plan table for your exact workflow. Compare any payment-service charges separately from the subscription.
What would you check against a bank statement?
QuickBooks Online’s reconciliation workflow compares recorded transactions with a statement for a chosen account and end date. Each match helps explain the statement balance.
On paper, place a fictional $97 bank deposit next to a provider report with one $100 charge and a $3 fee. Circle the deposit that matches the statement and keep the report that explains the fee. If you already recorded the sale, a bank import should not create a second copy of it.
What should you export before changing tools?
QuickBooks Online’s export can bundle selected reports and lists into Excel files. Choose the date range and check that the files cover the periods and transactions you need.
Check that the reports contain the invoice numbers, dates and amounts you need. Save individual invoice copies and attachments separately where needed, and confirm what the next system accepts. An Excel export alone does not recreate your settings or linked services.