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Quicken Review: Features, Pricing, Pros & Cons

quicken bookkeeping

If you have a larger team or work primarily on a non-Windows computer, check out our best accounting software picks to find an alternative service. Quicken has been trusted for more than 40 years by 20+ million customers. With Quicken, you get a financial partner for life — with everything you need and the customization you want, all in one place.

  • It offers a variety of features that make it easy to track budgets, expenses, and project timelines.
  • Danielle Bauter has 25 years of experience as a Full-Charge Bookkeeper and has owned her own bookkeeping and payroll service for over two decades, working with various accounting software.
  • Quicken for Mac software and the Quicken App are not designed to function outside the U.S.
  • After you set up your mobile app, your information will be synced between the mobile app and your desktop program via the Quicken Cloud.

Does Quicken offer cloud storage?

quicken bookkeeping

Quicken is a personal finance management application for creating budgets, tracking expenses, and managing investments. Its personal finance income summary tracking solution, Simplifi, is great for managing your finances, investments, and debt; however, it lacks rental property management features. Quicken’s monthly fee ranges from $5.99 to $10.99 (billed annually), whereas Simplifi is priced at $3.99 per month (billed annually). When I first started using Wrike, I was impressed by how it blends project management with financial tracking.

Quicken vs. QuickBooks: 2025 Comparison

The smartphone apps provide the full range quicken bookkeeping of functions available through the other means of accessing the platform and can be downloaded through the official app stores. At the time of writing, Quicken’s rating on Google Play came in at a three star average. Your financial management journey begins on the dashboard or Home tab, which gives you a comprehensive view of your finances. The dashboard allows you to manage and track your budget, spending, and bills. You can customize the Home tab by creating multiple views and customizing which financial areas are viewable.

Customizable Invoicing

  • Streamline and organize rentals, tenants, documents, occupancy, and more.
  • And if you need help setting things up, the company promises free, one-on-one live onboarding support.
  • It’s easy to generate all kinds of reports about your business, from banking to spending to net worth.
  • With Quicken, you get a financial partner for life — with everything you need and the customization you want, all in one place.
  • It’s easy to use and connects well with QuickBooks to sync financial information like expenses and invoices.
  • The platform offers multiple options for customizations, so you can completely personalize it to your needs.
  • Download the Quicken mobile app on Google Play or App Store to manage your finances anytime and anywhere.

Save time with built-in reports for tax Schedules A through E, and export your data to TurboTax for tax season. However, a few said that they dislike that Quicken’s service is billed annually. Others complained about issues with updating software and connecting bank accounts and lamented the fact that it doesn’t offer a mobile app. Quicken has received strong reviews on third-party sites that praise its versatility Bookkeeping for Painters and ease of use. However, some users report issues with connecting bank accounts and lost data when updating the software.

Quicken Reviews From Users

  • If the small business you keep the books for owes payroll tax money it can’t repay, I suggest you confer with a tax attorney.
  • We also analyzed customer feedback, ease of use, competitor offerings and the educational resources included in the platform, among other factors.
  • Manage your personal budgets, business budgets, rental budgets (even by property), and more.
  • For example, the platform analyzes your progress toward retirement and significant life events like buying a home or having a child.
  • Due to its focus on personal finance, the platform lacks scalability for businesses.

If you prefer to manage your finances from a local desktop application, Quicken Classic Business & Personal integrates to your native Mac or Windows OS. It offers a variety of features that make it easy to track budgets, expenses, and project timelines. I could easily create reports that fit my project’s financial needs. Smartsheet is flexible, but it doesn’t provide the same level of financial features as other tools, especially in areas like advanced invoicing and automatic billing.

quicken bookkeeping

Users can create custom invoices with their business logo, track invoice status, and send payment reminders. Income tax evasion is basically just another form of financial misrepresentation. In this case, however, it’s the IRS that’s being lied to rather than a bank or an investor. Although the practice may seem innocent enough, it’s a serious crime. In every Quicken plan, you can use the web companion for more accessibility. However, you still need to buy the desktop version to use the web version.

quicken bookkeeping

Quicken Customer Service

Unlike other accounting tools, Quicken allows seamless integration of business and personal finances—perfect for business owners who manage both aspects together. While Quicken serves personal finance primarily, Xero targets small businesses. It includes profit-minded tools that simplify invoicing, bill payment and expense tracking. Its cloud-based platform ensures that financial data is accessible from anywhere, a key benefit for freelancers who often work remotely. Additionally, the title stands out for its robust collaboration features. Accountants and clients can seamlessly view and work on financial data simultaneously.

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Many customers start out simply tracking their spending and end up creating intricately personalized investment systems to grow their net worth into the millions. Teamwork.com’s customizable reports give you a clear view of costs, revenue, and budget performance. If you’re looking for an easy way to manage finances while keeping projects on track, Teamwork.com is the solution. When I tested LiquidPlanner, I was impressed by how it helps teams manage complex projects while keeping an eye on budgets and resources. The platform has a lot of features to track time, budget, and resources efficiently.