Invoices
Create and send branded invoices, set terms, send recurring invoices, accept online payment, and track each one from sent to viewed to paid — QBO records the revenue and receivable automatically.
QBO invoicesQuickBooks Online · Features
Every QuickBooks Online feature, explained by a QuickBooks ProAdvisor.
Every QuickBooks Online feature, explained by a QuickBooks ProAdvisor — and how we set each one up in your file. This hub routes to a plain-English page for all 20 core QBO features, what each does, and which plan it needs.
Bookkeeping & advisory · We configure each feature in your file
QuickBooks · OnlineFeaturesBy TechBrot2026-10-15
§ 01 · In short
All 20 QuickBooks Online features, explained.
§ In short
QuickBooks Online has dozens of features, but most businesses only need a clear answer to two questions: what does each feature actually do, and do I have it? This hub answers both — a plain-English page for all 20 core QuickBooks Online features, grouped by how the work actually flows (money in, money out, banking, structure, work & projects, planning & reporting). Which features you have depends on your plan — Simple Start, Essentials, Plus, or Advanced — and some (inventory, classes, projects, budgeting) need Plus or Advanced. As TechBrot — not Intuit — we don’t sell QuickBooks; we configure and optimize these features in your file so the books stay accurate. Not sure which plan fits? See which QuickBooks plan is right.
They took something that felt overwhelming to me as a first-year business owner and made it simple.
What stood out the most was TechBrot Inc’s attention to detail.
Intuit QuickBooks Certification Level 2 and QuickBooks Workforce Certification,
§ 02 · Money in
Getting paid.
Billing customers and tracking what they owe you.
Estimates
Build quotes for customers, track which were accepted, and convert an accepted estimate straight into an invoice without re-keying the line items.
QBO estimatesCustomers
The customer list that anchors your accounts-receivable — contact records, billing terms, sub-customers, statements, and the AR aging that shows who owes what.
QBO customersSales tax
QBO’s automated sales-tax engine calculates rates by address and tracks what you owe — but it only works if products, customers, and nexus are set up correctly first.
QBO sales tax§ 03 · Money out
Paying the business.
Tracking what you owe and what you spend.
Bills (A/P)
Enter vendor bills, track due dates, and pay them — QBO records the accounts-payable balance so you see what’s owed and when, instead of paying from memory.QBO billsExpenses
Record and categorize what you spend — cash, card, and check purchases — with receipts attached, so the books reflect real costs and deductions stay defensible.QBO expenses
§ 04 · Banking
Connecting and matching the bank.
The engine that keeps the books tied to reality.
Bank feeds
Connect bank and credit-card accounts so transactions flow into QBO automatically — the starting point, not the finish line; downloaded transactions still have to be reviewed and matched.
QBO bank feedsBank rules
Auto-categorize recurring transactions from the bank feed by rule — a real time-saver, but bad rules quietly miscode the books, so they need setting up with care.
QBO bank rulesReconciliation
Match QBO to your bank and credit-card statements every month so the balances are proven, not assumed. The single most important monthly habit — and the one most often skipped.
QBO reconciliation§ 05 · Items & structure
How the file is organized.
The structure everything else is recorded against.
Chart of accounts
The backbone of the file — the list of accounts every transaction is coded to. Get this right and reports work; get it wrong and cleanup is inevitable.Chart of accountsProducts & services
The items you sell, mapped to income (and inventory) accounts — what makes invoices, estimates, and sales-tax automation actually work correctly.Products & servicesInventory
Track stock quantities and value with QBO’s FIFO inventory — available on Plus and Advanced. Useful for product businesses; not a fit for everyone.QBO inventoryClasses
Tag transactions by segment — location, department, fund, property — for profit-and-loss by class. Plus and Advanced only, and only useful if applied consistently.QBO classesCustom fields
Add your own fields to forms and records to capture data QBO doesn’t track by default. Limited on lower plans; far more flexible on Advanced.QBO custom fields
§ 06 · Work & projects
Job costing and payroll.
Tracking profitability by job and paying your team.
Projects
See income, costs, and profitability per job — the closest thing QBO has to job costing. Available on Plus and Advanced.
QBO projectsTime tracking
Log billable and payroll hours against customers and projects — built in on QBO, with deeper tracking through QuickBooks Time on higher tiers.
QBO time trackingPayroll
QuickBooks Payroll is a separate paid add-on from Intuit that runs payroll and files payroll taxes inside QBO. We explain how it works and where setup goes wrong — we are not Intuit.
QBO payroll§ 07 · Planning & reporting
Seeing where you stand.
Turning the data into decisions.
Reports
Profit and loss, balance sheet, AR/AP aging, and more — QBO’s reports are only as accurate as the data feeding them, which is why setup and reconciliation come first.QBO reportsBudgeting
Build a budget in QBO and compare actuals against it month by month. Available on Plus and Advanced — useful once the chart of accounts is clean.QBO budgetingCash flow planner
QBO’s forward-looking cash-flow view projects money in and out over the coming weeks — a planning tool, not a guarantee, and only as good as the underlying data.Cash flow planner
§ 08 · FAQ
QuickBooks Online features questions.
What QuickBooks Online features do you help with?
All of the core ones — the 20 features grouped on this page: invoices, estimates, customers, and sales tax; bills (A/P) and expenses; bank feeds, bank rules, and reconciliation; chart of accounts, products & services, inventory, classes, and custom fields; projects, time tracking, and payroll; and reports, budgeting, and the cash flow planner. As TechBrot we configure and optimize these features inside your own QBO file so the books stay accurate — we don’t sell QuickBooks.
Do I have all these features?
Not necessarily — it depends on your QuickBooks Online plan. Simple Start and Essentials cover the core money-in, money-out, banking, and reporting features. Some features need higher tiers: inventory, classes, projects, and budgeting require Plus or Advanced, and custom fields are far more flexible on Advanced. Payroll is a separate paid add-on on any plan. If you’re not sure what your plan includes, the file review will tell you.
Are you Intuit?
We explain QuickBooks Online accurately and configure it in your file; Intuit makes the software and sets feature and plan availability.
Which plan do I need?
That depends on which features your business actually uses — if you need inventory, projects, classes, or budgeting, you’ll need Plus or Advanced; if you don’t, Simple Start or Essentials may be plenty. We walk through the trade-offs on which QuickBooks plan is right, and we’ll confirm the right fit for your file during a discovery call.
Do you set these up for me?
Yes — in your own QuickBooks Online file, with your senior bookkeeper. We configure and optimize the features your business needs, fix the ones that were set up wrong, and keep the file clean month to month. Your data stays in your file; we keep the books CPA-ready and coordinate with your CPA or EA, who files.
Where do I start?
With a free QuickBooks file review. We look at how your QBO file is configured today against the features your business actually needs — which are set up, which are missing, and which were set up incorrectly — and show you exactly where setup or cleanup will help. No pitch, no obligation.
Start with your real file
We'll set up the features your books actually need.
Tell us where the books stand. We’ll tell you which engagement fits, if any.
Or send the details instead