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6 key steps for finding the right software.Step 1: Pinpoint your problemThe first step of the software-buying process involves figuring out your needs and making sure they’re aligned with your business goals.Ask yourself: What problem do I need to solve?Identifying the problem helps you narrow down the type of software you need. Start with a specific, business goal-driven issue, such as:. We need our employees to collaborate faster on projects. We need to track our inventory at multiple store locations more accurately. We need to improve our communication with customers.If you’re not sure where to start, here are some ways to identify your problems and how they’re tied to your business goals:.

Talk to your team to pinpoint current problems. Dig deep in conversation to find the underlying issue, not just the symptoms.and discuss with your team. Ask others in your network and/or industry if they’re experiencing similar issues.Step 2: Define your software requirementsThere are likely dozens, if not hundreds, of software products designed to address the problem you’re having. But that’s not enough. You need software that will match your business’ specific needs.Ask yourself: How do we want to use this software?Knowing what you want to get out of the software you use will help you get closer to the right choice for your business.

Here are some requirements to consider:. Features (all the things you need it to do). Number of users (if you need separate accounts for each user).Ease of use (how easy it will be for your team to use). Integrations (how it interacts with other software you use). Growth potential (how well the software will meet future needs).

Pricing (how much you’re willing to spend on the software)Don’t stop at answering this question, though. Bring in additional information to refine your requirements by visiting to browse in-depth user reviews from other people like you.

You’ll see what features similar companies see as must-haves. Our research shows that starting with user review websites and software directories saves time, compared to Googling., respondents who first accessed reviews and directories spent an average of 22 months on their entire software buying journey, five months shorter than those who started with generic web searches and social media (27 months).To build confidence in your requirements, to see what users will actually need. You can also look at one or two leading software companies and see what extra features they offer. Compare those to other software you’re considering to see which features you can’t do without and which are nice bonuses.Step 3: Identify options and make your shortlistThe next step in your software search involves creating an exhaustive list of all the solutions that meet your needs.

Searching for your software category is a great place to start.After creating a comprehensive software list, it’s time to narrow it down to a manageable shortlist of realistic options. Looking for more software resources?

Start here:.Information on Capterra’s “Small-Business Software Buying Trends” surveyCapterra conducted this survey in July and August 2018 among 420 small and midsize businesses (SMBs) based in the U.S., Germany, and France. Respondents were screened for company size and revenue to qualify as SMBs. Qualified respondents were decision-makers or had significant influence on decisions related to purchasing technologies for their organization.They were required to have purchased at least one piece of software valued at $5,000 or more within the past 12 months.

Respondents were required to be at least office managers, influencing software purchase decisions in their organizations.

Our automated payroll solution with integrated time tracking and tools that help you grow. Automatic time tracking made easy for you and your team. Seamlessly integrated with QuickBooks Online Payroll, you can approve payroll when you’re ready. Manage your time and money with same-day direct deposit.

Run payroll by 7 AM PT / 10 AM ET for deposit by 5 PM PT / 8 PM ET. Let your team access payroll reports or hours entered while maintaining full control by granting user permissions.More information about these Core features here.Offer Terms: Discount available for the monthly price of QuickBooks Online ('QBO') and QuickBooks Online Payroll ('Payroll') is for the first 3 months of service, starting from the date of enrollment, followed by the then-current monthly price. Your account will automatically be charged on a monthly basis until you cancel. If you add or remove services, your service fees will be adjusted accordingly.

Sales tax may be applied where applicable. To be eligible for this offer you must be a new QBO customer and sign up for the monthly plan using the 'Buy Now' option. This offer can't be combined with any other QuickBooks offers. Offer available for a limited time only. To cancel your subscription at any time go to Account & Settings in QBO and select 'Cancel.' Your cancellation will become effective at the end of the monthly billing period.

You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the billing period. Offer cannot be combined with any other Intuit offer.Additional Payroll Offer Terms: Each employee you pay is an additional $4/month for Payroll. Service optimized for up to 50 employees. If you file taxes in more than one state, each additional state is $12/month.

The discounts do not apply to additional employees and state tax filing fees.Availability: QuickBooks Online requires a computer with a supported Internet browser and an Internet connection (a high-speed connection is recommended). The QuickBooks Online mobile app works with iPhone, iPad, and Android phones and tablets.

Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks.Cancellation policy: There's no contract or commitment. You're free to switch plans or cancel any time. After your 30 day free trial, you will automatically be charged monthly at the then current rate for the service you have selected, until you cancel.

Each Full Time Employee or Contractor you pay is an additional $4/employee-per-month for employees 1-10, and then $2.50 for employees 11-150). If you file taxes in more than one state, each additional state is currently $12/month.

Offer valid for new QuickBooks Online customers only, for a limited time.Mobile apps: The QuickBooks Online mobile and QuickBooks Self-Employed mobile companion apps work with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required.

Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.TSheets terms and conditions subject to change anytime. Please see for more information.1.

Based on survey of small businesses using QuickBooks Online conducted September 2018.2.QuickBooks Online Advanced supports the upload of 1000 transaction lines for invoices at one time.3. Each active QuickBooks Online Advanced subscription includes one license of Smart Reporting powered by Fathom. To import your data into the tool, your QuickBooks Online Chart of Accounts can’t exceed 3,000 active or inactive accounts.4.

Up to 10 active custom fields available only in Sales forms and Purchase Orders.5. Priority Care is a part of the Priority Circle program. Membership in Priority Circle and its benefits are available only to U.S.

Customers who have an active, paid subscription to one of the following products: QuickBooks Desktop Enterprise, QuickBooks Online Advanced, QuickBooks Full Service Payroll, QuickBooks Online Payroll, and Desktop Assisted Payroll. Eligibility criteria may apply to certain products.

When customers no longer have an active, paid subscription, they will not be eligible to receive benefits. Terms, conditions, pricing, service and support options are subject to termination or change without notice.6.

Customer support hours vary by product. QuickBooks Self Employed users have access to 24/7 live chat and email support. QuickBooks Online users can access phone support 6AM to 6PM Monday-Friday and 6AM-3PM Saturday PT.Based on survey of small businesses using QuickBooks Online, conducted September 2018 who stated average savings compared with their prior solution.QuickBooks supported browsers: Chrome, Firefox, Edge, Internet Explorer 10, Safari 6.1.Terms, conditions, pricing, special features, and service and support options subject to change without notice.

30-Day Money-Back Guarantee: To prove our confidence in the service we provide with QuickBooks Live Bookkeeping, we are offering a 30-day, money-back guarantee. If you are not completely satisfied with QuickBooks Live Bookkeeping, we will refund your money. All you have to do is cancel QuickBooks Live Bookkeeping within 30 days from the purchase date by canceling the product within QuickBooks, then sending QBLRefunds@intuit.com an email and we will process your refund. This policy does not apply to any other Intuit Products or services.Discount applied to the monthly price for QuickBooks Online (“QBO”) and/or QuickBooks Online Payroll Core, Premium, or Elite (“Payroll”) is for the first 3 months of service, starting from the date of enrollment is free, followed by the then-current monthly list price. Your account will automatically be charged on a monthly/annual basis until you cancel. Each employee is an additional $4/month for Core, $8/month for Premium, and $10/month for Elite.

Contractor payments via direct deposit are $4/month for Core, $8/month for Premium, and $10/month for Elite. Service optimized for up to 50 employees or contractors and capped at 150. The service includes 1 state filing.

If you file taxes in more than one state, each additional state is $12/month for only Core and Premium. There is no additional charge for additional state tax filings in Elite. The discounts do not apply to additional employees and state tax filing fees. If you add or remove services, your service fees will be adjusted accordingly. Sales tax may be applied where applicable. To be eligible for this offer you must be a new QBO and/or Payroll customer and sign up for the monthly plan using the “Buy Now” option. This offer can't be combined with any other QuickBooks offers.

Offer available for a limited time only. To cancel your subscription at any time go to Account & Settings in QuickBooks and select “Cancel.” Your QBO cancellation will become effective at the end of the monthly billing period. The Payroll subscription will terminate immediately upon cancellation.You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the billing period. Terms, conditions, pricing, special features, and service and support options subject to change without notice.First thirty (30) days of subscription to QuickBooks Online (“QBO”) and QuickBooks Online Payroll (“Payroll”) (collectively, “QBO and Payroll”), starting from the date of enrollment is free. To continue using QBO and Payroll after your 30-day trial, you’ll be asked to present a valid credit card for authorization, and you’ll be charged on a monthly basis at the then-current fee for the service(s) you’ve selected until you cancel. Each employee is an additional $4/8/10/month.

Contractor payments via direct deposit are $4/8/10/month, per contractor payment. Service optimized for up to 50 employees or contractors.

The service includes 1 state filing. If you file taxes in more than one state, each additional state is $12/month. The discounts do not apply to additional employees and state tax filing fees.

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If you add or remove services, your service fees will be adjusted accordingly. Sales tax may be applied where applicable.

To be eligible for this offer you must be a new QBO and Payroll customer and sign up for the monthly plan using the “Free 30-Day Trial” option. This offer can’t be combined with any other QuickBooks offers. Offer available for a limited time only. To cancel your subscription at any time call 866-272-8734 or go to Account & Settings in QBO and select “Cancel.” The Payroll subscription will terminate immediately upon cancellation. You will not receive a pro-rated refund. Terms, conditions, pricing, special features, and service and support options subject to change without notice.Core FeaturesAutomated tax payments and filing available only for state and federal taxes. Enrollment in e-services is required.

Local taxes require the user to print the forms and upload it to the necessary local sites. QuickBooks Online Payroll Core does not offer local tax payments and filings. Automatic filings for state new hire paperwork available in QuickBooks Online Payroll Premium and Elite only.Auto payroll is available if setup for employees and the company are complete, all employees are salaried employees, all employees are set up on direct deposit, bank verification, e-services is enabled, and the account has not been on hold in the last 6 months.Health benefits are powered by SimplyInsured and require acceptance of SimplyInsured’sandAdditional fees will apply. SimplyInsured does not offer insurance in HI, VT, and DC. Insurance coverage eligibility is not guaranteed, and dependently solely on the rules of insurance carrier.

The insurance carrier has sole and final discretion as to the eligibility for health insurance products.Phone and messaging support is included with your paid subscription to QuickBooks Online Payroll. Phone support is available Monday through Friday 6AM – 6PM PST. Your subscription must be current. Intuit reserves the right to limit the length of the call. Terms conditions, features, pricing, service and support are subject to change without notice.Next-Day Deposit: Next-Day Deposit is available to only QuickBooks Online Payroll Core users. Payroll processed before 5PM PST the day before shall arrive the next business day (excluding weekends and holidays).

Requires setup of direct deposit and bank verification. Next-Day direct deposit may be subject to eligibility criteria. Deposit delays may occur because of third party delays, risk reviews, or issues beyond Intuit’s control. Next-Day Deposit available for contractors and employees. Direct deposit for contractors is $4 per month. Each employee is $4 per month with no additional fees for direct deposit.Workers’ comp benefits are powered by AP Intego and require acceptance of AP Intego’s. Additional fees may apply.

There is a monthly fee (currently, $5 per month) for QuickBooks Online Payroll Core users for the QuickBooks Workers' Comp Payment Service. This non-refundable fee will be automatically added to each monthly Intuit invoice at the then-current price until you cancel. The fee is separate from any workers’ comp insurance policy premium by AP Intego Insurance Group.

Workers’ Compensation Service requires an active and paid QuickBooks payroll subscription. Workers compensation insurance not available in OH, ND, WA and WY.QuickBooks Workforce: QuickBooks Workforce available to employees.

Requires an Intuit Account and acceptance of the Intuit and.Garnishment and deductions are available for employees and contractors. User is responsible for making the garnishment payment to the appropriate entity.Premium FeaturesAdditional fees may apply. Time tracking included in the QuickBooks Online Payroll Premium and Elite subscription services. Features vary.Same-Day Deposit available to QuickBooks Online Payroll Premium and Elite users. Payroll processed before 7AM PST shall arrive the same business day (excluding weekends and holidays).

Requires setup of direct deposit and bank verification. Same-Day direct deposit may be subject to eligibility criteria. Deposit delays may vary because of third party delays, risk reviews, or issues beyond Intuit’s control.

Same-Day Deposit available only for employees.Expert Review is available upon request for QuickBooks Online Payroll Premium and Elite.QuickBooks Workforce: QuickBooks Workforce available to employees. Requires an Intuit Account and acceptance of the Intuit and.Garnishment and deductions are available for employees and contractors. User is responsible for making the garnishment payment to the appropriate entity.Automated tax payments and filing available only for state and federal taxes. Enrollment in e-services is required. Local taxes require the user to print the forms and upload it to the necessary local sites. QuickBooks Online Payroll Core does not offer local tax payments and filings.

Automatic filings for state new hire paperwork available in QuickBooks Online Payroll Premium and Elite only.Auto payroll is available if setup for employees and the company are complete, all employees are salaried employees, all employees are set up on direct deposit, bank verification, e-services is enabled, and the account has not been on hold in the last 6 months.Health benefits are powered by SimplyInsured and require acceptance of SimplyInsured’s. Additional fees will apply. SimplyInsured does not offer insurance in HI, VT, and DC.

Insurance coverage eligibility is not guaranteed, and dependently solely on the rules of insurance carrier. The insurance carrier has sole and final discretion as to the eligibility for health insurance products.Workers’ comp benefits are powered by AP Intego and require acceptance of AP Intego’s. Additional fees may apply. There is a monthly fee (currently, $5 per month) for QuickBooks Online Payroll Core users for the QuickBooks Workers' Comp Payment Service. This non-refundable fee will be automatically added to each monthly Intuit invoice at the then-current price until you cancel. The fee is separate from any workers’ comp insurance policy premium by AP Intego Insurance Group. Workers’ Compensation Service requires an active and paid QuickBooks payroll subscription.

Workers compensation insurance not available in OH, ND, WA and WY.HR support is provided by experts at Mammoth, Inc. See Mammoth’s. HR Support Center available only to QuickBooks Online Premium and Elite subscriptions. HR Advisor support only available in QuickBooks Online Payroll Elite. HR support is not available to accountants who are calling on behalf of their clients.Phone and messaging support is included with your paid subscription to QuickBooks Online Payroll. Phone support is available Monday through Friday 6AM – 6PM PST.

Your subscription must be current. Intuit reserves the right to limit the length of the call.

Terms conditions, features, pricing, service and support are subject to change without notice.The TSheets mobile app works with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required.

Not all features are available on the mobile apps and mobile browser. TSheets mobile access is included with your QuickBooks Online Payroll Premium and Elite subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.Elite FeaturesTax Penalty Free Guarantee: If you receive a tax notice and send it to us within 15-days of the tax notice we will cover the payroll tax penalty, up to $25,000. Additional conditions and restrictions apply. See more information about the.HR support is provided by experts at Mammoth, Inc. See Mammoth’s.

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HR Support Center available only to QuickBooks Online Premium and Elite subscriptions. HR Advisor support only available in QuickBooks Online Payroll Elite.

HR support is not available to accountants who are calling on behalf of their clients.Phone and messaging support is included with your paid subscription to QuickBooks Online Payroll. Phone support is available Monday through Friday 6AM – 6PM PST. Your subscription must be current. Intuit reserves the right to limit the length of the call.

Terms conditions, features, pricing, service and support are subject to change without notice.Elite Onboarding is available to QuickBooks Online Payroll Elite users only and available upon request.QuickBooks Workforce: QuickBooks Workforce available to employees. Requires an Intuit Account and acceptance of the Intuit and.Garnishment and deductions are available for employees and contractors. User is responsible for making the garnishment payment to the appropriate entity.Additional fees may apply. Time tracking included in the QuickBooks Online Payroll Premium and Elite subscription services. Features vary.Expert Review is available upon request for QuickBooks Online Payroll Premium and EliteAutomated tax payments and filing available only for state and federal taxes. Enrollment in e-services is required.

Local taxes require the user to print the forms and upload it to the necessary local sites. QuickBooks Online Payroll Core does not offer local tax payments and filings. Automatic filings for state new hire paperwork available in QuickBooks Online Payroll Premium and Elite only.Auto payroll is available if setup for employees and the company are complete, all employees are salaried employees, all employees are set up on direct deposit, bank verification, e-services is enabled, and the account has not been on hold in the last 6 months.Health benefits are powered by SimplyInsured and require acceptance of SimplyInsured’s. Additional fees will apply.

SimplyInsured does not offer insurance in HI, VT, and DC. Insurance coverage eligibility is not guaranteed, and dependently solely on the rules of insurance carrier. The insurance carrier has sole and final discretion as to the eligibility for health insurance products.Workers’ comp benefits are powered by AP Intego and require acceptance of AP Intego’s. Additional fees may apply. There is a monthly fee (currently, $5 per month) for QuickBooks Online Payroll Core users for the QuickBooks Workers' Comp Payment Service.

This non-refundable fee will be automatically added to each monthly Intuit invoice at the then-current price until you cancel. The fee is separate from any workers’ comp insurance policy premium by AP Intego Insurance Group.

Workers’ Compensation Service requires an active and paid QuickBooks payroll subscription. Workers compensation insurance not available in OH, ND, WA and WY.All of Our Plans Include Features:Automated tax payments and filing available only for state and federal taxes. Enrollment in e-services is required. Local taxes require the user to print the forms and upload it to the necessary local sites. QuickBooks Online Payroll Core does not offer local tax payments and filings. Automatic filings for state new hire paperwork available in QuickBooks Online Payroll Premium and Elite only.QuickBooks Workforce: QuickBooks Workforce available to employees. Requires an Intuit Account and acceptance of the Intuit and.Garnishment and deductions are available for employees and contractors.

User is responsible for making the garnishment payment to the appropriate entity.Claims†Based on overall number of customers for QB payroll products as of 10/2018.More time: Median time for QuickBooks payroll customers to view and approve payroll is less than 5 minutes.Based on an Intuit survey of 505 QuickBooks Payroll customers in December 2018 who stated average time savings compared with their prior solution.Availability: QuickBooks Online requires a computer with a supported Internet browser and an Internet connection (a high-speed connection is recommended). The QuickBooks Online mobile app works with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks.Cancellation policy: There's no contract or commitment. You're free to switch plans or cancel any time.

After your 30 day free trial, you will automatically be charged monthly at the then current rate for the service you have selected, until you cancel. Each Full Time Employee or Contractor you pay is an additional $4/employee-per-month for employees 1-10, and then $2.50 for employees 11-150). If you file taxes in more than one state, each additional state is currently $12/month. Offer valid for new QuickBooks Online customers only, for a limited time.Mobile apps: The QuickBooks Online mobile and QuickBooks Self-Employed mobile companion apps work with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required.

Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.TSheets terms and conditions subject to change anytime. Please see for more information.1.

Based on survey of small businesses using QuickBooks Online conducted September 2018.1. Based on survey of small businesses using QuickBooks Online, conducted September 2018 who stated average savings compared with their prior solution. Based on IRS reimbursement of $0.58 per mile for work related travel in 2019.2.QuickBooks Online Advanced supports the upload of 1000 transaction lines for invoices at one time.3.QuickBooks Online Advanced includes one license of Smart Reporting powered by Fathom at no additional charge. Fathom supports up to 3,000 active or inactive accounts in the QuickBooks Online chart of accounts, and up to 20 classes for the importing, reporting, and analysis of QuickBooks data. Additional Fathom licenses can be purchased at $39 per month, as of 1/23/2019.4.

Up to 10 active custom fields available only in Sales forms and Purchase Orders.5. Priority Care is a part of the Priority Circle program. Membership in Priority Circle and its benefits are available only to U.S. Customers who have an active, paid subscription to one of the following products: QuickBooks Desktop Enterprise, QuickBooks Online Advanced, QuickBooks Online Payroll, and Desktop Assisted Payroll.

Eligibility criteria may apply to certain products. When customers no longer have an active, paid subscription, they will not be eligible to receive benefits. Terms, conditions, pricing, service and support options are subject to termination or change without notice.6. For hours of support and how to contact support,Auto payroll is available if setup for employees and the company are complete, all employees are salaried employees, all employees are set up on direct deposit, bank verification, e-services is enabled, all employees are located in the same state and the company is not a multi-state company, and the account has not been on hold in the last 6 months.Tax Penalty Protection Guarantee: If you receive a tax notice and send it to us within 15-days of the tax notice we will cover the payroll tax penalty, up to $25,000. Additional conditions and restrictions apply. See more information about the guarantee here:Accuracy Guaranteed: We assume responsibility for federal and state payroll filings and payments directly from your account(s) based on the data you supply. As long as the information you provide us is correct and on time, and you have sufficient funds in your account, we'll file your tax forms and payments accurately and on time or we'll pay the resulting payroll tax penalties.

Guarantee terms and conditions are subject to change at any time without noticeWhen you sign up for QuickBooks Payments, your first QuickBooks Chip and Magstripe Card Reader is free! When you sign up, you will receive an email with a link to get a free reader.Based on survey of small businesses using QuickBooks Online, conducted September 2018 who stated average savings compared with their prior solution.QuickBooks supported browsers: Chrome, Firefox, Edge, Internet Explorer 10, Safari 6.1.Terms, conditions, pricing, special features, and service and support options subject to change without notice.