112 Which QuickBooks Plan Do You Actually Need? (Simple Guide for Business Owners)

Feeling overwhelmed by all the QuickBooks options? You're not alone. In this episode, we break it all down in a simple, no-stress way so you can confidently choose the right plan—without overpaying or overcomplicating your bookkeeping. ✨ What You'll Learn: The real first decision: QuickBooks Online vs Desktop Why QuickBooks Online is the best choice for most small business owners When Desktop actually makes sense (and when it doesn't) 🚫 Why you should avoid QuickBooks Self-Employed A simple breakdown of each QuickBooks Online plan: Simple Start (best place to begin) Essentials (when you need bill tracking) Plus (for deeper insights + budgeting) Advanced (for larger teams) 💡 The truth about recurring invoices (and why you probably don't need to upgrade for them anymore) 💡 The truth about budgeting features (and when they actually matter) 🎯 Key Takeaways: Start simpler than you think More features ≠ easier bookkeeping Most service-based businesses will do great with Simple Start Upgrade only when your business actually needs it—not "just in case" ⚠️ Common Mistakes to Avoid: Choosing a higher plan too soon Starting with Self-Employed Sticking with Desktop just because it feels familiar Expecting software to fix messy books 💗 Bestie Truth: QuickBooks has made its lower-tier plans more powerful—don't let all the options pressure you into overcomplicating things. 📩 Next Steps: Not sure which plan fits your business? That's exactly what I help with. Send me a DM or book a free "Next Steps" session to get personalized guidance.   Here are the ways we can connect: Take Home Target https://erikamillard.com/takehometarget  Free QuickBooks Next Steps Session call   https://portal.erikamillard.com/public/appointment-scheduler/6814fec8e03a2f003a29c5f1/schedule   Happy Bookkeeping!