Not sure which QuickBooks Online plan to choose?

Written By Jessie Brundage

Our setup support helps you start smart—no wasted dollars

The Weekly Ledger

|

The Weekly Ledger |

QuickBooks Online is one of the most popular accounting platforms for small businesses—and for good reason. It’s flexible, scalable, and offers powerful tools for managing finances.

But with multiple subscription levels, new business owners often find themselves asking: Which plan is right for me?

Here’s the short answer: it depends on how your business operates today—and where you’re headed.

At Oak and Ledger, we help clients choose the plan that matches their needs right now, without locking them into unnecessary costs or missing critical features.

  • Just sending invoices and tracking expenses? Simple Start may be enough.

  • Need to manage bills or track time for contractors? Essentials is worth a look.

  • Selling products or running complex projects? You’ll want the tools in Plus.

  • Scaling fast or managing a team? Advanced offers added control and customization.

Too often, businesses overspend on a plan they don’t need—or get stuck upgrading mid-year after realizing their current plan isn’t cutting it.

That’s where we come in. During onboarding, we help you select the right plan, set it up correctly, and build your bookkeeping system around it. No guesswork, no wasted money.

If you’re unsure which QuickBooks Online tier is right for your business, let’s talk. We’ll make sure you’re starting with the tools you need—and nothing you don’t.

Jessie Brundage
Next

The Key Numbers You Need to Scale Your Business Successfully