Country-specific QuickBooks offering with Simple Start and Essentials; live amounts did not load and are deliberately withheld.
Official website ↗The lower bound counts documented points; the upper bound includes the maximum remaining points if unknown capabilities are confirmed. This is not a final ranking.
Small businesses needing bookkeeping with accountant access and upgradeable currencies and recurring billing.
Do not assume US payroll, US banking features or statutory approval applies locally.
Reconcile opening records and run a parallel workflow with sample transactions before switching. Confirm usable exports and exit access.
General capabilities appear separately from assessed plans. Product-wide claims are not automatically carried over to a cheaper or different plan.
Product documentation does not prove that a capability is included in every plan.
24/30 criteria with evidence
Weighted evidence coverage: 77%
No final score yetDocumented eligibility
Market eligibility: Official Philippines offering documented. This establishes market offering, not statutory certification, account acceptance or all plan entitlements. quickbooks.intuit.com · 2026-10-26
| Assessment criterion | Status | Research details |
|---|---|---|
| General ledger4% | Documented | Online accounting uses journal entries and account balances; the global opening-balance workflow applies.quickbooks.intuit.com · 2026-10-27 |
| Period close and locks4% | Documented | Company/primary administrators can set a closing date and password; exceptions can be reviewed.quickbooks.intuit.com · 2026-10-27 |
| Bank reconciliation4% | Documented | Bank reconciliation and correction of reconciled transactions are documented for Online.quickbooks.intuit.com · 2026-10-27 |
| Chart of accounts4% | Documented | Both Philippine plans list a chart of accounts.quickbooks.intuit.com · 2026-10-27 |
| Fixed assets4% | Conditional | The ROW workflow records depreciation manually in chart-of-accounts journals; the assessed plans include those accounting records. Automated asset registers, depreciation schedules and Philippine tax treatment are not established for these lower plans.quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Projects and cost centres3% | Conditional | Native project profitability is a Plus-and-higher workflow; PH class/location tracking also begins with Plus. This is a higher-plan capability, not a Simple Start or Essentials entitlement.quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Financial statements3% | Conditional | Reports are included, but the local plan table does not enumerate every financial statement or reporting limit.quickbooks.intuit.com · 2026-10-27 |
| Budgets and variances3% | Conditional | The PH comparison adds native budgeting at Plus. It is a higher-plan capability rather than an entitlement of the two assessed lower plans.quickbooks.intuit.com · 2026-10-29 |
| Multiple entities3% | Conditional | Multiple company files share a sign-in, but each needs a separate paid subscription. Users, banks and lists remain separate; consolidation is not established.quickbooks.intuit.com · 2026-10-27 |
| Audit history3% | Documented | The global Online audit log records who changed reconciliations and transactions.quickbooks.intuit.com · 2026-10-27 |
| Cash-flow forecasting2% | Conditional | Global help explicitly grants beta cash-flow planning from Simple Start in all regions. Projections are editable without changing the books. The same FAQ includes and excludes multicurrency-enabled companies; verify the account configuration.quickbooks.intuit.com · 2026-10-29 |
| Receivables and payables2% | Documented | Essentials includes invoices and manage bills.quickbooks.intuit.com · 2026-10-27 |
| Multiple currencies2% | Documented | Essentials explicitly includes multiple currencies.quickbooks.intuit.com · 2026-10-27 |
| Accounting export4% | Conditional | The assessed plans include reports; ROW help exports reports/lists to an Excel ZIP and attachments separately. Export available records only: higher-plan transactions and a complete restore archive are not granted.quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Opening balance migration3% | Conditional | Opening balances can be entered through journals; reconcile cut-off records with an accountant. Full historical migration was not tested.quickbooks.intuit.com · 2026-10-27 |
| Bank feeds and supported institutions3% | Conditional | Both plans list automated bank feeds; exact Philippine bank and account support remains unverified.quickbooks.intuit.com · 2026-10-27 |
| Accountant collaboration3% | Documented | Accountant access is additional to the one Simple Start user or three Essentials users.quickbooks.intuit.com · 2026-10-27 |
| Sales and stock integrations3% | Conditional | PH documentation lists Shopify, Etsy, Amazon and BigCommerce connectors; both assessed plans include apps. Connector fees and merchant/sync conditions remain separate. Native inventory is Plus-only and is not granted to Simple Start or Essentials.quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Philippine entity and business model3% | Documented | Both named plans are offered on the official Philippine site. No claim of BIR approval follows.quickbooks.intuit.com · 2026-10-27 |
| Local accountant and support arrangements3% | Conditional | The Philippine page includes human phone support and an optional onboarding call; Philippine statutory advice is separate.quickbooks.intuit.com · 2026-10-27 |
| PHP or USD fees, VAT and contract terms3% | Conditional | Simple Start USD21/month or226/year; Essentials USD31/month or334/year. These are regular USD billing bases from the PH-linked feed. PHP conversions and promotions are separate; applicable taxes and checkout eligibility remain unverified.quickbooks.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Coding and matching suggestions4% | Conditional | Smart expense organisation is listed for both plans; confirm exact suggestion controls and quotas in the account.quickbooks.intuit.com · 2026-10-27 |
| Assistant over accounting data4% | Conditional | Both plans advertise Intuit Intelligence chat with limited monthly queries in beta. Availability is limited and outputs are English-only.quickbooks.intuit.com · 2026-10-27 |
| Review before posting3% | Conditional | Operational bank-category help supports checking/changing AI suggestions before posting and disabling suggestions. PH plans include smart expense organisation. This verifies that workflow, not mandatory human approval before every AI accounting action.quickbooks.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Assessment criterion | Status | Research details |
|---|---|---|
| Tax reporting and filing4% | Not verified | Not established in the reviewed evidence. Ask for a demonstration, named plan and written limits. |
| API entitlement4% | Not verified | Marketplace app integrations are documented but API access rights and developer charges are not established.quickbooks.intuit.com · 2026-10-27 |
| BIR invoice fields and authorised workflow4% | Not verified | Generic invoices do not establish the BIR-authorised invoice workflow. |
| BIR returns versus actual filing4% | Not verified | BIR submission, acknowledgement and accepted forms are not established. |
| Books, CAS registration and retained records3% | Not verified | CAS registration, book formats and retention for this taxpayer remain unresolved. |
| Document extraction and quota4% | Not verified | Not established in the reviewed evidence. Ask for a demonstration, named plan and written limits. |
Product documentation does not prove that a capability is included in every plan.
25/30 criteria with evidence
Weighted evidence coverage: 82%
No final score yetDocumented eligibility
Market eligibility: Official Philippines offering documented. This establishes market offering, not statutory certification, account acceptance or all plan entitlements. quickbooks.intuit.com · 2026-10-26
| Assessment criterion | Status | Research details |
|---|---|---|
| Invoices and volume limits4% | Conditional | Both assessed plans include invoices and payment records. Local per-month invoice volume limits are not stated; automatic bulk invoice generation is separately limited/beta on Essentials.quickbooks.intuit.com · 2026-10-27 |
| Recurring billing4% | Documented | Essentials lists recurring invoices; payment auto-debit is a separate provider arrangement.quickbooks.intuit.com · 2026-10-27 |
| Quotes to invoices4% | Documented | Official global help documents customer acceptance and estimate conversion to a new invoice without retyping. This is an accounting document workflow, not evidence of BIR authorisation.quickbooks.intuit.com · 2026-10-27 |
| Credit notes and corrections4% | Documented | Credit notes reduce customer balances and can be applied fully/partially. Paid-invoice refunds use linked credit-note, refund-expense and receivable records; actual fund movement depends on payment method.quickbooks.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-27 |
| Expenses and receipts4% | Documented | Income and expense tracking.quickbooks.intuit.com · 2026-10-26 |
| Payment reconciliation4% | Conditional | Automated feeds are listed for both plans, with payment matching advertised locally. The actual Philippine bank and settlement connector must be confirmed.quickbooks.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-27 |
| Overdue and part-paid invoices3% | Conditional | Local invoicing page documents unpaid/overdue status and reminders. Overpayment credits/refunds are documented; Philippine gateway onboarding and fees need separate proof.quickbooks.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-27 |
| Cash-flow forecasting3% | Conditional | Global help explicitly offers the beta Cash Flow Planner in all regions from Simple Start upward. It supports editable projections without changing the books, but the same FAQ both includes and excludes multicurrency; verify that configuration in the account.quickbooks.intuit.com · 2026-10-29 |
| Stock-linked sales3% | Conditional | Native inventory is available in higher editions; neither assessed plan includes it.quickbooks.intuit.com · 2026-10-27 |
| Roles and permissions3% | Conditional | Essentials includes three business users plus accountant and basic permissions; advanced custom roles are not established.quickbooks.intuit.com · 2026-10-27 |
| Mobile invoicing2% | Documented | The Philippines page documents creation, sending and invoice/payment tracking through the QuickBooks mobile app.quickbooks.intuit.com · 2026-10-27 |
| Multiple currencies2% | Documented | Essentials and higher support foreign-currency transactions. Activation cannot be reversed or the home currency changed afterwards; currencies are constrained per customer/account.quickbooks.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-27 |
| Invoice reporting2% | Documented | Invoice reports can filter unpaid items and due dates and export the resulting report.quickbooks.intuit.com · 2026-10-27 |
| API and limits4% | Conditional | OAuth apps use the QuickBooks API: 500 requests/minute per company and 10/second per company/app. App-partner monthly quotas are separate; production app approval and Philippine invoice-field support remain untested.static.developer.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-27 |
| Invoice data export4% | Conditional | Invoice-report output supports Excel, CSV and PDF. This is not proof that every invoice attachment, template or audit event is included in a full exit export.quickbooks.intuit.com · 2026-10-27 |
| History import3% | Conditional | Global invoice CSV import accepts up to 1,000 rows / 100 invoices and excludes negative charges/credit notes. Local named-plan entitlement is not stated; verify before choosing this migration route.quickbooks.intuit.com · 2026-10-27 |
| Ecommerce connectors3% | Conditional | PH ecommerce documentation lists store connectors and both assessed plans include third-party app integrations. Connector fees, country/merchant eligibility and sync scope require verification; native inventory remains a higher-plan entitlement.quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Accountant collaboration3% | Documented | Simple Start and Essentials each list additional accountant access alongside their one/three business-user allowance.quickbooks.intuit.com · 2026-10-27 |
| Events and webhooks3% | Conditional | OAuth-connected apps receive Invoice, CreditMemo and Payment events, including void/email operations where listed. Sandbox/live setup and signature verification are separate; named-account activation was not tested.static.developer.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-27 |
| Philippine entity and business model3% | Documented | Both named subscriptions are marketed on the Philippines pricing page; BIR eligibility is a separate check.quickbooks.intuit.com · 2026-10-27 |
| Local accountant and support arrangements3% | Conditional | Local product support and accountant directory are offered, but a contracted Philippine accountant or response SLA is not established.quickbooks.intuit.com · 2026-10-27 |
| PHP or USD fees, VAT and contract terms3% | Conditional | Regular bases are Simple Start USD 21/month or 226/year; Essentials USD 31/month or 334/year. The PH page uses a USD billing feed; PHP is a display conversion. Taxes and checkout eligibility require confirmation; promotions are separate.quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Coding suggestions4% | Conditional | Both plans list smart expense organisation. Specific suggestion controls and monthly quota remain unverified.quickbooks.intuit.com · 2026-10-27 |
| Grounded finance assistant4% | Conditional | PH plan rows list limited beta finance chat. APAC guidance restricts chat to admins, gives no numeric prompt allowance and says some outputs are English-only; currently no additional AI charge is stated. Grounding/action coverage must be checked in the account.quickbooks.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Human review3% | Conditional | Current bank categorisation instructions document AI suggestions, reviewing or changing a category before posting, and disabling suggestions; the PH plan table establishes smart expense organisation entitlement. This is a bank-transaction correction workflow, not proof of mandatory approval before every AI invoice action. Account permissions and availability still require confirmation.quickbooks.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Assessment criterion | Status | Research details |
|---|---|---|
| Payment files3% | Not verified | Not established in the reviewed evidence. Ask for a demonstration, named plan and written limits. |
| BIR invoice fields and authorised workflow4% | Not verified | Custom invoice branding and local product availability do not establish registered BIR invoice fields, PTI or ESP accreditation. Current CWT gross/net and correction-audit behaviour has not been verified for this software version.bir-cdn.bir.gov.ph · 2026-10-27 www.bir.gov.ph · 2026-10-27 bir-cdn.bir.gov.ph · 2026-10-27 |
| BIR returns versus actual filing4% | Not verified | Not established in the reviewed evidence. Ask for a demonstration, named plan and written limits. |
| Books, CAS registration and retained records3% | Not verified | Not established in the reviewed evidence. Ask for a demonstration, named plan and written limits. |
| Document extraction4% | Not verified | Current Philippine document extraction rights remain unverified. A June 2025 Intuit staff reply excluded Global receipt-snap; newer regional AI descriptions do not resolve current PH receipt/OCR entitlement, limits or languages. Obtain current plan-specific confirmation.quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
USD 21/month regular base; USD 226/year annual base. Taxes not established; temporary promotions are separate.
per monthregular monthly subscription for one companyTax: Tax inclusion/rate not established; verify checkout for the Philippine customer.Billing: monthly auto-renewal; annual alternative paid upfront. Cancellation terms apply.Add-ons: Country offer documented; final contract and total cost must be confirmed.quickbooks.intuit.com · 2026-10-26 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29One user plus accountant; beta AI limits apply. The live PH page fixes billing to the ROW USD feed. Cached PHP promotions differ from the current feed; no converted PHP amount or discounted scenario total is asserted.
24/30 criteria with evidence
Weighted evidence coverage: 77%
No final score yetDocumented eligibility
Market eligibility: Official Philippines offering documented. This establishes market offering, not statutory certification, account acceptance or all plan entitlements. quickbooks.intuit.com · 2026-10-26
| Assessment criterion | Status | Research details |
|---|---|---|
| General ledger4% | Documented | Online accounting uses journal entries and account balances; the global opening-balance workflow applies.quickbooks.intuit.com · 2026-10-27 |
| Period close and locks4% | Documented | Company/primary administrators can set a closing date and password; exceptions can be reviewed.quickbooks.intuit.com · 2026-10-27 |
| Bank reconciliation4% | Documented | Bank reconciliation and correction of reconciled transactions are documented for Online.quickbooks.intuit.com · 2026-10-27 |
| Chart of accounts4% | Documented | Both Philippine plans list a chart of accounts.quickbooks.intuit.com · 2026-10-27 |
| Fixed assets4% | Conditional | The ROW workflow records depreciation manually in chart-of-accounts journals; the assessed plans include those accounting records. Automated asset registers, depreciation schedules and Philippine tax treatment are not established for these lower plans.quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Projects and cost centres3% | Not supported | Native project profitability and class/location cost segmentation are higher-plan features in the PH comparison and ROW help. They are not included in Simple Start or Essentials; external/manual analysis remains a separate workflow.quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Financial statements3% | Conditional | Reports are included, but the local plan table does not enumerate every financial statement or reporting limit.quickbooks.intuit.com · 2026-10-27 |
| Budgets and variances3% | Not supported | The PH comparison adds native budgeting at Plus, above Essentials. Simple Start and Essentials do not include that native budgeting module; spreadsheet planning is separate.quickbooks.intuit.com · 2026-10-29 |
| Multiple entities3% | Conditional | Multiple company files share a sign-in, but each needs a separate paid subscription. Users, banks and lists remain separate; consolidation is not established.quickbooks.intuit.com · 2026-10-27 |
| Audit history3% | Documented | The global Online audit log records who changed reconciliations and transactions.quickbooks.intuit.com · 2026-10-27 |
| Cash-flow forecasting2% | Conditional | Global help explicitly grants beta cash-flow planning from Simple Start in all regions. Projections are editable without changing the books. The same FAQ includes and excludes multicurrency-enabled companies; verify the account configuration.quickbooks.intuit.com · 2026-10-29 |
| Receivables and payables2% | Conditional | Simple Start includes invoices and expenses; manage-bills functionality is listed from Essentials.quickbooks.intuit.com · 2026-10-27 |
| Multiple currencies2% | Not supported | The local comparison places multiple currencies in Essentials and higher.quickbooks.intuit.com · 2026-10-27 |
| Accounting export4% | Conditional | The assessed plans include reports; ROW help exports reports/lists to an Excel ZIP and attachments separately. Export available records only: higher-plan transactions and a complete restore archive are not granted.quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Opening balance migration3% | Conditional | Opening balances can be entered through journals; reconcile cut-off records with an accountant. Full historical migration was not tested.quickbooks.intuit.com · 2026-10-27 |
| Bank feeds and supported institutions3% | Conditional | Both plans list automated bank feeds; exact Philippine bank and account support remains unverified.quickbooks.intuit.com · 2026-10-27 |
| Accountant collaboration3% | Documented | Accountant access is additional to the one Simple Start user or three Essentials users.quickbooks.intuit.com · 2026-10-27 |
| Sales and stock integrations3% | Conditional | PH documentation lists Shopify, Etsy, Amazon and BigCommerce connectors; both assessed plans include apps. Connector fees and merchant/sync conditions remain separate. Native inventory is Plus-only and is not granted to Simple Start or Essentials.quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Philippine entity and business model3% | Documented | Both named plans are offered on the official Philippine site. No claim of BIR approval follows.quickbooks.intuit.com · 2026-10-27 |
| Local accountant and support arrangements3% | Conditional | The Philippine page includes human phone support and an optional onboarding call; Philippine statutory advice is separate.quickbooks.intuit.com · 2026-10-27 |
| PHP or USD fees, VAT and contract terms3% | Conditional | Simple Start: USD21/month or USD226/year. These are regular USD billing bases from the PH-linked feed. PHP conversions and promotions are separate; applicable taxes and checkout eligibility remain unverified.quickbooks.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Coding and matching suggestions4% | Conditional | Smart expense organisation is listed for both plans; confirm exact suggestion controls and quotas in the account.quickbooks.intuit.com · 2026-10-27 |
| Assistant over accounting data4% | Conditional | Both plans advertise Intuit Intelligence chat with limited monthly queries in beta. Availability is limited and outputs are English-only.quickbooks.intuit.com · 2026-10-27 |
| Review before posting3% | Conditional | Operational bank-category help supports checking/changing AI suggestions before posting and disabling suggestions. PH plans include smart expense organisation. This verifies that workflow, not mandatory human approval before every AI accounting action.quickbooks.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Assessment criterion | Status | Research details |
|---|---|---|
| Tax reporting and filing4% | Not verified | Not established in the reviewed evidence. Ask for a demonstration, named plan and written limits. |
| API entitlement4% | Not verified | Marketplace app integrations are documented but API access rights and developer charges are not established.quickbooks.intuit.com · 2026-10-27 |
| BIR invoice fields and authorised workflow4% | Not verified | Generic invoices do not establish the BIR-authorised invoice workflow. |
| BIR returns versus actual filing4% | Not verified | BIR submission, acknowledgement and accepted forms are not established. |
| Books, CAS registration and retained records3% | Not verified | CAS registration, book formats and retention for this taxpayer remain unresolved. |
| Document extraction and quota4% | Not verified | Not established in the reviewed evidence. Ask for a demonstration, named plan and written limits. |
USD 31/month regular base; USD 334/year annual base. Taxes not established; temporary promotions are separate.
per monthregular monthly subscription for one companyTax: Tax inclusion/rate not established; verify checkout for the Philippine customer.Billing: monthly auto-renewal; annual alternative paid upfront. Cancellation terms apply.Add-ons: Country offer documented; final contract and total cost must be confirmed.quickbooks.intuit.com · 2026-10-26 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29Three users plus accountant; multi-currency and recurring invoices. The live PH page fixes billing to the ROW USD feed. Cached PHP promotions differ from the current feed; no converted PHP amount or discounted scenario total is asserted.
24/30 criteria with evidence
Weighted evidence coverage: 77%
No final score yetDocumented eligibility
Market eligibility: Official Philippines offering documented. This establishes market offering, not statutory certification, account acceptance or all plan entitlements. quickbooks.intuit.com · 2026-10-26
| Assessment criterion | Status | Research details |
|---|---|---|
| General ledger4% | Documented | Online accounting uses journal entries and account balances; the global opening-balance workflow applies.quickbooks.intuit.com · 2026-10-27 |
| Period close and locks4% | Documented | Company/primary administrators can set a closing date and password; exceptions can be reviewed.quickbooks.intuit.com · 2026-10-27 |
| Bank reconciliation4% | Documented | Bank reconciliation and correction of reconciled transactions are documented for Online.quickbooks.intuit.com · 2026-10-27 |
| Chart of accounts4% | Documented | Both Philippine plans list a chart of accounts.quickbooks.intuit.com · 2026-10-27 |
| Fixed assets4% | Conditional | The ROW workflow records depreciation manually in chart-of-accounts journals; the assessed plans include those accounting records. Automated asset registers, depreciation schedules and Philippine tax treatment are not established for these lower plans.quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Projects and cost centres3% | Not supported | Native project profitability and class/location cost segmentation are higher-plan features in the PH comparison and ROW help. They are not included in Simple Start or Essentials; external/manual analysis remains a separate workflow.quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Financial statements3% | Conditional | Reports are included, but the local plan table does not enumerate every financial statement or reporting limit.quickbooks.intuit.com · 2026-10-27 |
| Budgets and variances3% | Not supported | The PH comparison adds native budgeting at Plus, above Essentials. Simple Start and Essentials do not include that native budgeting module; spreadsheet planning is separate.quickbooks.intuit.com · 2026-10-29 |
| Multiple entities3% | Conditional | Multiple company files share a sign-in, but each needs a separate paid subscription. Users, banks and lists remain separate; consolidation is not established.quickbooks.intuit.com · 2026-10-27 |
| Audit history3% | Documented | The global Online audit log records who changed reconciliations and transactions.quickbooks.intuit.com · 2026-10-27 |
| Cash-flow forecasting2% | Conditional | Global help explicitly grants beta cash-flow planning from Simple Start in all regions. Projections are editable without changing the books. The same FAQ includes and excludes multicurrency-enabled companies; verify the account configuration.quickbooks.intuit.com · 2026-10-29 |
| Receivables and payables2% | Documented | Essentials includes invoices and manage bills.quickbooks.intuit.com · 2026-10-27 |
| Multiple currencies2% | Documented | Essentials explicitly includes multiple currencies.quickbooks.intuit.com · 2026-10-27 |
| Accounting export4% | Conditional | The assessed plans include reports; ROW help exports reports/lists to an Excel ZIP and attachments separately. Export available records only: higher-plan transactions and a complete restore archive are not granted.quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Opening balance migration3% | Conditional | Opening balances can be entered through journals; reconcile cut-off records with an accountant. Full historical migration was not tested.quickbooks.intuit.com · 2026-10-27 |
| Bank feeds and supported institutions3% | Conditional | Both plans list automated bank feeds; exact Philippine bank and account support remains unverified.quickbooks.intuit.com · 2026-10-27 |
| Accountant collaboration3% | Documented | Accountant access is additional to the one Simple Start user or three Essentials users.quickbooks.intuit.com · 2026-10-27 |
| Sales and stock integrations3% | Conditional | PH documentation lists Shopify, Etsy, Amazon and BigCommerce connectors; both assessed plans include apps. Connector fees and merchant/sync conditions remain separate. Native inventory is Plus-only and is not granted to Simple Start or Essentials.quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Philippine entity and business model3% | Documented | Both named plans are offered on the official Philippine site. No claim of BIR approval follows.quickbooks.intuit.com · 2026-10-27 |
| Local accountant and support arrangements3% | Conditional | The Philippine page includes human phone support and an optional onboarding call; Philippine statutory advice is separate.quickbooks.intuit.com · 2026-10-27 |
| PHP or USD fees, VAT and contract terms3% | Conditional | Essentials: USD31/month or USD334/year. These are regular USD billing bases from the PH-linked feed. PHP conversions and promotions are separate; applicable taxes and checkout eligibility remain unverified.quickbooks.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Coding and matching suggestions4% | Conditional | Smart expense organisation is listed for both plans; confirm exact suggestion controls and quotas in the account.quickbooks.intuit.com · 2026-10-27 |
| Assistant over accounting data4% | Conditional | Both plans advertise Intuit Intelligence chat with limited monthly queries in beta. Availability is limited and outputs are English-only.quickbooks.intuit.com · 2026-10-27 |
| Review before posting3% | Conditional | Operational bank-category help supports checking/changing AI suggestions before posting and disabling suggestions. PH plans include smart expense organisation. This verifies that workflow, not mandatory human approval before every AI accounting action.quickbooks.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Assessment criterion | Status | Research details |
|---|---|---|
| Tax reporting and filing4% | Not verified | Not established in the reviewed evidence. Ask for a demonstration, named plan and written limits. |
| API entitlement4% | Not verified | Marketplace app integrations are documented but API access rights and developer charges are not established.quickbooks.intuit.com · 2026-10-27 |
| BIR invoice fields and authorised workflow4% | Not verified | Generic invoices do not establish the BIR-authorised invoice workflow. |
| BIR returns versus actual filing4% | Not verified | BIR submission, acknowledgement and accepted forms are not established. |
| Books, CAS registration and retained records3% | Not verified | CAS registration, book formats and retention for this taxpayer remain unresolved. |
| Document extraction and quota4% | Not verified | Not established in the reviewed evidence. Ask for a demonstration, named plan and written limits. |
USD 21/month regular base; USD 226/year annual base. Taxes not established; temporary promotions are separate.
per monthregular monthly subscription for one companyTax: Tax inclusion/rate not established; verify checkout for the Philippine customer.Billing: monthly auto-renewal; annual alternative paid upfront. Cancellation terms apply.Add-ons: Country offer documented; final contract and total cost must be confirmed.quickbooks.intuit.com · 2026-10-26 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29One user plus accountant; beta AI limits apply. The live PH page fixes billing to the ROW USD feed. Cached PHP promotions differ from the current feed; no converted PHP amount or discounted scenario total is asserted.
25/30 criteria with evidence
Weighted evidence coverage: 82%
No final score yetDocumented eligibility
Market eligibility: Official Philippines offering documented. This establishes market offering, not statutory certification, account acceptance or all plan entitlements. quickbooks.intuit.com · 2026-10-26
| Assessment criterion | Status | Research details |
|---|---|---|
| Invoices and volume limits4% | Conditional | Both assessed plans include invoices and payment records. Local per-month invoice volume limits are not stated; automatic bulk invoice generation is separately limited/beta on Essentials.quickbooks.intuit.com · 2026-10-27 |
| Recurring billing4% | Not supported | Philippines table lists recurring invoicing from Essentials, not Simple Start.quickbooks.intuit.com · 2026-10-27 |
| Quotes to invoices4% | Documented | Official global help documents customer acceptance and estimate conversion to a new invoice without retyping. This is an accounting document workflow, not evidence of BIR authorisation.quickbooks.intuit.com · 2026-10-27 |
| Credit notes and corrections4% | Documented | Credit notes reduce customer balances and can be applied fully/partially. Paid-invoice refunds use linked credit-note, refund-expense and receivable records; actual fund movement depends on payment method.quickbooks.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-27 |
| Expenses and receipts4% | Documented | Expenses.quickbooks.intuit.com · 2026-10-26 |
| Payment reconciliation4% | Conditional | Automated feeds are listed for both plans, with payment matching advertised locally. The actual Philippine bank and settlement connector must be confirmed.quickbooks.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-27 |
| Overdue and part-paid invoices3% | Conditional | Local invoicing page documents unpaid/overdue status and reminders. Overpayment credits/refunds are documented; Philippine gateway onboarding and fees need separate proof.quickbooks.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-27 |
| Cash-flow forecasting3% | Conditional | Global help explicitly offers the beta Cash Flow Planner in all regions from Simple Start upward. It supports editable projections without changing the books, but the same FAQ both includes and excludes multicurrency; verify that configuration in the account.quickbooks.intuit.com · 2026-10-29 |
| Stock-linked sales3% | Not supported | Native inventory tracking is listed from Plus, outside the assessed Simple Start/Essentials plans.quickbooks.intuit.com · 2026-10-27 |
| Roles and permissions3% | Conditional | One business user plus accountant; no expanded custom role configuration established.quickbooks.intuit.com · 2026-10-27 |
| Mobile invoicing2% | Documented | The Philippines page documents creation, sending and invoice/payment tracking through the QuickBooks mobile app.quickbooks.intuit.com · 2026-10-27 |
| Multiple currencies2% | Not supported | Simple Start does not offer multi-currency. Essentials or above is required.quickbooks.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-27 |
| Invoice reporting2% | Documented | Invoice reports can filter unpaid items and due dates and export the resulting report.quickbooks.intuit.com · 2026-10-27 |
| API and limits4% | Conditional | OAuth apps use the QuickBooks API: 500 requests/minute per company and 10/second per company/app. App-partner monthly quotas are separate; production app approval and Philippine invoice-field support remain untested.static.developer.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-27 |
| Invoice data export4% | Conditional | Invoice-report output supports Excel, CSV and PDF. This is not proof that every invoice attachment, template or audit event is included in a full exit export.quickbooks.intuit.com · 2026-10-27 |
| History import3% | Conditional | Global invoice CSV import accepts up to 1,000 rows / 100 invoices and excludes negative charges/credit notes. Local named-plan entitlement is not stated; verify before choosing this migration route.quickbooks.intuit.com · 2026-10-27 |
| Ecommerce connectors3% | Conditional | PH ecommerce documentation lists store connectors and both assessed plans include third-party app integrations. Connector fees, country/merchant eligibility and sync scope require verification; native inventory remains a higher-plan entitlement.quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Accountant collaboration3% | Documented | Simple Start and Essentials each list additional accountant access alongside their one/three business-user allowance.quickbooks.intuit.com · 2026-10-27 |
| Events and webhooks3% | Conditional | OAuth-connected apps receive Invoice, CreditMemo and Payment events, including void/email operations where listed. Sandbox/live setup and signature verification are separate; named-account activation was not tested.static.developer.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-27 |
| Philippine entity and business model3% | Documented | Both named subscriptions are marketed on the Philippines pricing page; BIR eligibility is a separate check.quickbooks.intuit.com · 2026-10-27 |
| Local accountant and support arrangements3% | Conditional | Local product support and accountant directory are offered, but a contracted Philippine accountant or response SLA is not established.quickbooks.intuit.com · 2026-10-27 |
| PHP or USD fees, VAT and contract terms3% | Conditional | Simple Start regular base is USD 21/month or USD 226/year. The PH page uses a USD billing feed; PHP is a display conversion. Taxes and checkout eligibility require confirmation; promotions are separate.quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Coding suggestions4% | Conditional | Both plans list smart expense organisation. Specific suggestion controls and monthly quota remain unverified.quickbooks.intuit.com · 2026-10-27 |
| Grounded finance assistant4% | Conditional | PH plan rows list limited beta finance chat. APAC guidance restricts chat to admins, gives no numeric prompt allowance and says some outputs are English-only; currently no additional AI charge is stated. Grounding/action coverage must be checked in the account.quickbooks.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Human review3% | Conditional | Current bank categorisation instructions document AI suggestions, reviewing or changing a category before posting, and disabling suggestions; the PH plan table establishes smart expense organisation entitlement. This is a bank-transaction correction workflow, not proof of mandatory approval before every AI invoice action. Account permissions and availability still require confirmation.quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Assessment criterion | Status | Research details |
|---|---|---|
| Payment files3% | Not verified | Not established in the reviewed evidence. Ask for a demonstration, named plan and written limits. |
| BIR invoice fields and authorised workflow4% | Not verified | Custom invoice branding and local product availability do not establish registered BIR invoice fields, PTI or ESP accreditation. Current CWT gross/net and correction-audit behaviour has not been verified for this software version.bir-cdn.bir.gov.ph · 2026-10-27 www.bir.gov.ph · 2026-10-27 bir-cdn.bir.gov.ph · 2026-10-27 |
| BIR returns versus actual filing4% | Not verified | Not established in the reviewed evidence. Ask for a demonstration, named plan and written limits. |
| Books, CAS registration and retained records3% | Not verified | Not established in the reviewed evidence. Ask for a demonstration, named plan and written limits. |
| Document extraction4% | Not verified | Current Philippine document extraction rights remain unverified. A June 2025 Intuit staff reply excluded Global receipt-snap; newer regional AI descriptions do not resolve current PH receipt/OCR entitlement, limits or languages. Obtain current plan-specific confirmation.quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
USD 31/month regular base; USD 334/year annual base. Taxes not established; temporary promotions are separate.
per monthregular monthly subscription for one companyTax: Tax inclusion/rate not established; verify checkout for the Philippine customer.Billing: monthly auto-renewal; annual alternative paid upfront. Cancellation terms apply.Add-ons: Country offer documented; final contract and total cost must be confirmed.quickbooks.intuit.com · 2026-10-26 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29Three users plus accountant; multi-currency and recurring invoices. The live PH page fixes billing to the ROW USD feed. Cached PHP promotions differ from the current feed; no converted PHP amount or discounted scenario total is asserted.
25/30 criteria with evidence
Weighted evidence coverage: 82%
No final score yetDocumented eligibility
Market eligibility: Official Philippines offering documented. This establishes market offering, not statutory certification, account acceptance or all plan entitlements. quickbooks.intuit.com · 2026-10-26
| Assessment criterion | Status | Research details |
|---|---|---|
| Invoices and volume limits4% | Conditional | Both assessed plans include invoices and payment records. Local per-month invoice volume limits are not stated; automatic bulk invoice generation is separately limited/beta on Essentials.quickbooks.intuit.com · 2026-10-27 |
| Recurring billing4% | Documented | Essentials lists recurring invoices; payment auto-debit is a separate provider arrangement.quickbooks.intuit.com · 2026-10-27 |
| Quotes to invoices4% | Documented | Official global help documents customer acceptance and estimate conversion to a new invoice without retyping. This is an accounting document workflow, not evidence of BIR authorisation.quickbooks.intuit.com · 2026-10-27 |
| Credit notes and corrections4% | Documented | Credit notes reduce customer balances and can be applied fully/partially. Paid-invoice refunds use linked credit-note, refund-expense and receivable records; actual fund movement depends on payment method.quickbooks.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-27 |
| Expenses and receipts4% | Documented | Income and expense tracking.quickbooks.intuit.com · 2026-10-26 |
| Payment reconciliation4% | Conditional | Automated feeds are listed for both plans, with payment matching advertised locally. The actual Philippine bank and settlement connector must be confirmed.quickbooks.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-27 |
| Overdue and part-paid invoices3% | Conditional | Local invoicing page documents unpaid/overdue status and reminders. Overpayment credits/refunds are documented; Philippine gateway onboarding and fees need separate proof.quickbooks.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-27 |
| Cash-flow forecasting3% | Conditional | Global help explicitly offers the beta Cash Flow Planner in all regions from Simple Start upward. It supports editable projections without changing the books, but the same FAQ both includes and excludes multicurrency; verify that configuration in the account.quickbooks.intuit.com · 2026-10-29 |
| Stock-linked sales3% | Not supported | Native inventory tracking is listed from Plus, outside the assessed Simple Start/Essentials plans.quickbooks.intuit.com · 2026-10-27 |
| Roles and permissions3% | Conditional | Essentials includes three business users plus accountant and basic permissions; advanced custom roles are not established.quickbooks.intuit.com · 2026-10-27 |
| Mobile invoicing2% | Documented | The Philippines page documents creation, sending and invoice/payment tracking through the QuickBooks mobile app.quickbooks.intuit.com · 2026-10-27 |
| Multiple currencies2% | Documented | Essentials and higher support foreign-currency transactions. Activation cannot be reversed or the home currency changed afterwards; currencies are constrained per customer/account.quickbooks.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-27 |
| Invoice reporting2% | Documented | Invoice reports can filter unpaid items and due dates and export the resulting report.quickbooks.intuit.com · 2026-10-27 |
| API and limits4% | Conditional | OAuth apps use the QuickBooks API: 500 requests/minute per company and 10/second per company/app. App-partner monthly quotas are separate; production app approval and Philippine invoice-field support remain untested.static.developer.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-27 |
| Invoice data export4% | Conditional | Invoice-report output supports Excel, CSV and PDF. This is not proof that every invoice attachment, template or audit event is included in a full exit export.quickbooks.intuit.com · 2026-10-27 |
| History import3% | Conditional | Global invoice CSV import accepts up to 1,000 rows / 100 invoices and excludes negative charges/credit notes. Local named-plan entitlement is not stated; verify before choosing this migration route.quickbooks.intuit.com · 2026-10-27 |
| Ecommerce connectors3% | Conditional | PH ecommerce documentation lists store connectors and both assessed plans include third-party app integrations. Connector fees, country/merchant eligibility and sync scope require verification; native inventory remains a higher-plan entitlement.quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Accountant collaboration3% | Documented | Simple Start and Essentials each list additional accountant access alongside their one/three business-user allowance.quickbooks.intuit.com · 2026-10-27 |
| Events and webhooks3% | Conditional | OAuth-connected apps receive Invoice, CreditMemo and Payment events, including void/email operations where listed. Sandbox/live setup and signature verification are separate; named-account activation was not tested.static.developer.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-27 |
| Philippine entity and business model3% | Documented | Both named subscriptions are marketed on the Philippines pricing page; BIR eligibility is a separate check.quickbooks.intuit.com · 2026-10-27 |
| Local accountant and support arrangements3% | Conditional | Local product support and accountant directory are offered, but a contracted Philippine accountant or response SLA is not established.quickbooks.intuit.com · 2026-10-27 |
| PHP or USD fees, VAT and contract terms3% | Conditional | Essentials regular base is USD 31/month or USD 334/year. The PH page uses a USD billing feed; PHP is a display conversion. Taxes and checkout eligibility require confirmation; promotions are separate.quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Coding suggestions4% | Conditional | Both plans list smart expense organisation. Specific suggestion controls and monthly quota remain unverified.quickbooks.intuit.com · 2026-10-27 |
| Grounded finance assistant4% | Conditional | PH plan rows list limited beta finance chat. APAC guidance restricts chat to admins, gives no numeric prompt allowance and says some outputs are English-only; currently no additional AI charge is stated. Grounding/action coverage must be checked in the account.quickbooks.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Human review3% | Conditional | Current bank categorisation instructions document AI suggestions, reviewing or changing a category before posting, and disabling suggestions; the PH plan table establishes smart expense organisation entitlement. This is a bank-transaction correction workflow, not proof of mandatory approval before every AI invoice action. Account permissions and availability still require confirmation.quickbooks.intuit.com · 2026-10-27 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
| Assessment criterion | Status | Research details |
|---|---|---|
| Payment files3% | Not verified | Not established in the reviewed evidence. Ask for a demonstration, named plan and written limits. |
| BIR invoice fields and authorised workflow4% | Not verified | Custom invoice branding and local product availability do not establish registered BIR invoice fields, PTI or ESP accreditation. Current CWT gross/net and correction-audit behaviour has not been verified for this software version.bir-cdn.bir.gov.ph · 2026-10-27 www.bir.gov.ph · 2026-10-27 bir-cdn.bir.gov.ph · 2026-10-27 |
| BIR returns versus actual filing4% | Not verified | Not established in the reviewed evidence. Ask for a demonstration, named plan and written limits. |
| Books, CAS registration and retained records3% | Not verified | Not established in the reviewed evidence. Ask for a demonstration, named plan and written limits. |
| Document extraction4% | Not verified | Current Philippine document extraction rights remain unverified. A June 2025 Intuit staff reply excluded Global receipt-snap; newer regional AI descriptions do not resolve current PH receipt/OCR entitlement, limits or languages. Obtain current plan-specific confirmation.quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 |
USD 21/month regular base; USD 226/year annual base. Taxes not established; temporary promotions are separate.
per monthregular monthly subscription for one companyTax: Tax inclusion/rate not established; verify checkout for the Philippine customer.Billing: monthly auto-renewal; annual alternative paid upfront. Cancellation terms apply.Add-ons: Country offer documented; final contract and total cost must be confirmed.quickbooks.intuit.com · 2026-10-26 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29USD 31/month regular base; USD 334/year annual base. Taxes not established; temporary promotions are separate.
per monthregular monthly subscription for one companyTax: Tax inclusion/rate not established; verify checkout for the Philippine customer.Billing: monthly auto-renewal; annual alternative paid upfront. Cancellation terms apply.Add-ons: Country offer documented; final contract and total cost must be confirmed.quickbooks.intuit.com · 2026-10-26 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29USD 21/month regular base; USD 226/year annual base. Taxes not established; temporary promotions are separate.
per monthregular monthly subscription for one companyTax: Tax inclusion/rate not established; verify checkout for the Philippine customer.Billing: monthly auto-renewal; annual alternative paid upfront. Cancellation terms apply.Add-ons: Country offer documented; final contract and total cost must be confirmed.quickbooks.intuit.com · 2026-10-26 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29USD 31/month regular base; USD 334/year annual base. Taxes not established; temporary promotions are separate.
per monthregular monthly subscription for one companyTax: Tax inclusion/rate not established; verify checkout for the Philippine customer.Billing: monthly auto-renewal; annual alternative paid upfront. Cancellation terms apply.Add-ons: Country offer documented; final contract and total cost must be confirmed.quickbooks.intuit.com · 2026-10-26 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29 quickbooks.intuit.com · 2026-10-29