# Compare QuickBooks Online Advanced vs ePayPolicy 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare ePayPolicy and QuickBooks Online Advanced based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/189398-198072/QuickBooks-Online-vs-ePayPolicy

---

# ePayPolicy vs QuickBooks Online Advanced Features and Cost Comparison

Last updated March 15th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

ePayPolicyQuickBooks Online Advanced2/4 selected

[ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.9 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/)

[QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[4.4 (1,037)](https://www.capterra.com/p/189398/QuickBooks-Online/reviews/)

[## ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.9 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/)

Starting Price

$25.00/month

Value-for-Money

4.8

Functionality

4.8

Ease of Use

4.9

Customer Service

4.8

Reviews Sentiment

PG

RD

Based on [247 reviews](#user-reviews)

Positive

245

Neutral

0

Negative

2

[## QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[4.4 (1,037)](https://www.capterra.com/p/189398/QuickBooks-Online/reviews/)

Starting Price

$235.00/month

Value-for-Money

4.2

Functionality

4.4

Ease of Use

4.4

Customer Service

4.1

Reviews Sentiment

Based on [1,037 reviews](#user-reviews)

Positive

922

Neutral

75

Negative

40

## Summary

* * *

Key features rated by users

Features selected based on 1,714 reviews from recurring billing software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

65%Fit

Missing features

Not enough reviews

Feature ratings

Credit Card Processing

\--

Bank Reconciliation

NA

Billing & Invoicing

4.9

Electronic Payments

4.9

Payment Processing

4.8

81%Fit

High performer

Feature ratings

Credit Card Processing

4.8

Bank Reconciliation

4.5

Billing & Invoicing

4.4

Electronic Payments

3.9

Payment Processing

4.9

User satisfaction

User satisfaction

4.9

User reviews[247](https://www.capterra.com/p/198072/ePayPolicy/reviews/)

Ease of use

4.9

Functionality

4.8

Value for money

4.8

Customer support

4.8

User satisfaction

4.4

User reviews[1,037](https://www.capterra.com/p/189398/QuickBooks-Online/reviews/)

Ease of use

4.4

Functionality

4.4

Value for money

4.2

Customer support

4.1

Price starts from

Price starts from

$25Per Feature, Per Month

-   Free version
-   Free trial

Price starts from

$235Flat Rate, Per Month

-   Free version
-   Free trial

Best for

Best for

Independent Agents, MGAs, Brokers, Carriers, Premium Finance Companies

Best for

Cloud-based solution caters to a range of industries such as professional services, legal, nonprofit, construction, food and beverage, among others. Users can create personalized charts, dashboards,

## User reviews

Pros & cons

PEG

Paul E G.

Agency Owner

> "What I like most is I can invoice the customer and give them an option to pay EFT or credit card with a 3.5 fee. Or EFT with a..."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005274)

BR

BECKY R.

ACCOUNTING MANAGER

> "WE DO NOT HAVE THE ABILITY TO DECLINE PAYMENTS BEFORE THEY ARE POSTED. WHEN A PAYMENT NEEDS TO BE RETURNED THERE ARE SEVERAL DAYS..."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000990)

RD

Rosalie D.

President

> "The branded payment page adds a polished touch, and the ability to accept ACH and card payments within 24 hours has dramatically..."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883470)

SK

Stephanie K.

Insurance Agent

> "Clients often have to pay processing fees (especially for credit card payments), which can cause friction or..."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883270)

SC

Stacey C.

Account Executive

> "Also, ePay is integrated into our management system when a client pays us it automatically reconciles that payment and it's..."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883471)

NL

Nimisha L.

Principal Owner

> "Emails - Should be able to mask the email with the agency name. As it may goto client spam box or they may not trust it as its not..."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883550)

VR

Verified Reviewer

Accounting and Operations

> "Our clients can simply and securely pay their premiums via a link we have available on our invoices and email without any..."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882366)

MB

Mark B.

Insurance Agent-Broker

> "Also the other Major dislike about using ePayPolicy is it has a $10,000 transaction limit, whereas Anddone has no limit and their..."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005236)

JL

Jing L.

Accountant

> "It made collecting payments from clients much more efficient, and the integration with our existing accounting system saved us a..."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005190)

BF

Brendan F.

Insurance Broker

> "I was unable to locate the created invoice in our AMS system using the account number or invoice number."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883228)

TK

Tabatha K.

Account Manager

> "I also always let the client know when making their ACH or Credit card payments their payment information is safe and secure as..."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882364)

KW

Kurt W.

Agency Owner

> "Before having ePayPolicy I had no way other than checks for payment in full for insurance policies that didn't offer payment plans"

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005195)

SH

Sojha H.

Principal

> "Payments come in quickly, deposits are reliable, and I can keep better track of my sales and client payments all in one place."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005708)

DW

Diana W.

CSR

> "It is sometimes difficult for customers to find their invoices if they enter the wrong zip code, etc."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000520)

BC

Branda C.

Agent

> "Being able to accept credit card payments and having a professional looking payment landing page for my clients."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000540)

BE

Brianna E.

Accounts Receivable

> "Also if there are credits on the account (which are unseen to insured), payment is not taken and can sometimes be overlooked and..."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000917)

BB

Bobbi B.

Commercial Agent

> "We just started with ePay but so far it is proving to be very useful to our agency, particularly with speeding up the time it..."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000451)

SF

Sam F.

VP of Underwriting

> "It is hard to get things processed or checked through the admin side of the website."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882342)

NL

Nimisha L.

Principal Owner

> "She told me I was an angel (lol) because she was able to make her premium payment right from her couch—without writing checks,..."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883550)

BM

Barbara M.

Owner

> "The lag time on if a echeck is insufficent is the only thing that is bothersome. "

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882339)

CD

Clay D.

CFO

> "Site integrations are very robust and we're able to plug in other tools like premium finance and back end processing."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005661)

PD

Pedro D.

CEO

> "Another issue I have, is that deposits are not always deposited in a timely manner."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882604)

MB

Matthew B.

agent manager

> "ease of the service, ability to send links or just create invoices, refund policy is great as well, all around great service"

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000496)

MB

Mark B.

Insurance Agent-Broker

> "I dislike the link you get from epaypolicy to add to emails is really long."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005236)

DR

Damon R.

Agency Principal

> "We also find the program to pay our wholesales directly very easy and creates tracking for us as well."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882304)

CC

Catherine C.

Operations Manager

> "Sometimes it is difficult to explain to clients why the card fees are a percentage."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7006444)

ALM

Ana Laura M.

President

> "The system is safe and secure and makes the client feel more comfortable by avoiding having to give their banking info to process..."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005631)

JH

JORDAN H.

Sr. VP - Director of Operations

> "Having to split larger transactions is frustrating."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882299)

AG

Angela G.

Insurance Broker

> "I am thankful that it provides clients with the option to pay with a bank account or a credit card."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882327)

LK

Leslie K.

Agent

> "Credit card and ACH fees, but I know that can't be helped."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882308)

ALM

Ana Laura M.

President

> "It has given my business the ability to keep up with the times and new ways of conducting business."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005631)

DW

Diana W.

CSR

> "It has highlighted some issues on our agency's side."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000520)

TK

Tabatha K.

Account Manager

> "It is a great tool that helps our clients pay their agency billed payments quickly and conveniently. "

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882364)

TF

Tanner F.

Account Executive and Member

> "The website is slow to load."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883459)

LS

Lois S.

Accounting

> "Our clients love the option to pay for their agency bill invoices online."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005187)

AH

Andrew H.

Insurance Agent

> "Sometimes we need to send refunds to clients, and I have to hand write checks which I hate because it is time consuming."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081697)

AJ

Adrienne J.

Vice President

> "Great addition to have an option for payments to offer clients and easy to add link to email footer for them to use."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005655)

DV

Donna V.

Agency Principal

> "Premiums collected are not "INCOME" to my agency, they are gross premiums, 90% of which is the carrier's premium."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081932)

LO

Luis O.

PRESIDENT

> "It’s user-friendly, fast, and secure, which gives our customers peace of mind while helping us streamline operations."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005579)

SM

Stacy M.

Commercial Lines Manager

> "The payment amount cap has created a few issues on larger accounts attempting to make their premium payments."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081374)

KC

Kelley C.

Account Executive

> "The platform is user-friendly, secure, and integrates seamlessly with our agent management system."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005570)

TK

Tracey K.

Commercial Insurance Agent

> "Honestly i do not think i have anything that i dislike about epay system."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000444)

GG

Gregory G.

CEO

> "ePayPolicy is easy to use; it has improve our agency's workflow and really helps with "just in time" situations when policies need..."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005789)

LM

Lee M.

owner

> "Price and useability Why do they charge us a monthly fee when they are collecting Exorbitant fee's from the client's. "

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081296)

AB

Ava B.

Senior Account Manager

> "My experience with ePay has been in assisting our clients to process their payments to our agency. "

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882279)

AH

Andrew H.

Insurance Agent

> "I have to click several links to get to it, which is annoying since it's one of only two features I use."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081697)

CB

Carmen B.

CEO

> "I run a small agency, and finding a reliable way for clients to make payments was a top priority."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000484)

DK

Diane K.

Accounting

> "Sometimes the time between client payment and the money getting to our account seems excessive."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081864)

SC

Stacey C.

Account Executive

> "The Convenience of selecting a button and a payment link is sent to a client is Fabulous."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883471)

BM

Betty M.

Owner

> "Delay waiting for funding (not their fault but still can take a few days to get funded)."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081240)

VB

Victoria B.

Agency Owner

> "I also appreciate that the fees are passed on to the client automatically, so we don’t have to manage them manually."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000494)

KS

Kaitlin S.

Office Manager

> "The fees on credit/debit card fees would be my least thing I like about it."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081391)

MB

Mark B.

Insurance Agent-Broker

> "It makes taking Credit Card Payments and check payments ACH very easy."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005236)

BA

Brandy A.

Agency Owner

> "We are unable to set up reoccurring payments without action from the client."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081847)

DB

Deborah B.

Owner

> "It provides my clients an easier way to pay their premiums."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7002081)

DM

Douglas M.

President

> "It does not integrate with our agency management system."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081694)

RV

Roxana V.

Director, Finance Management

> "The user-friendly interface makes ePay the best solution for our business needs. "

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7004092)

KH

Kristi H.

CSR

> "The cost of running a credit card it getting to high."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081772)

AH

Adam H.

Vice President

> "The support and constant improvement sought by the organization gives me confidence that this partnership is truly a must have..."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005594)

CR

Cheryl R.

Account Manager

> "I feel $10.00 is a bit much."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6081712)

SH

Sojha H.

Principal

> "It has really simplified my financial management by keeping everything organized and easy to track."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005708)

CE

Cindy E.

ceo

> "price is not very good and it takes too long to process"

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6087187)

MN

Monica N.

Insurance Agent and Administration

> "Very easy to use, I like the fact I can send emails with the link to customers and they can pay with either ACH or Credit card..."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7004826)

VR

Verified Reviewer

AVP - Business Insurance & Employee Benefits

> "It did take several days for us to know that an ACH transfer was denied because of non-sufficient funds."

[See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___2149727)

[View Reviews](https://www.capterra.com/p/198072/ePayPolicy/reviews/)

ST

Shayne T.

Co owner

> "Keeping track of money feels a lot easier when the numbers update themselves, bills get sent out automatically, and you can see where..."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7102351)

LT

Luka T.

Payroll Manager

> "It freezes often, when I am updating new employee's information and when I restart it does not save."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7041437)

NS

Natalie S.

Senior immigration Advisor

> "It has advanced features for invoicing and sending automatic invoice reminders to clients."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7067089)

CP

Chris P.

Vice President

> "I put in too much effort to put it together with our legacy QB Desktop data only to find out it lacked the capabilities we really needed."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7012729)

AD

Andras D.

President

> "We use Full Service payroll, use Time tracking (time clock), we were able to automate certain simple processes (tasks, recurring..."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6774127)

LB

Lia B.

Finance

> "Some of the reports that I was used to in the desktop version were hard to replicate."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7081605)

Hallye N.

Operations Manager

> "Quickbookds Online Advanced is an excellent tool that we use everyday in our business and have had success integrating it into other..."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7108446)

AK

Abby K.

Accounting Manager

> "The batch transaction tools feel clunky and slow, especially when processing large volumes."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6856467)

KT

Karen T.

Office Manager

> "One other thing I also like about QB is the customer support anytime you need help, literally any time you have a question they are..."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7048465)

AD

Andras D.

President

> "Angry and frustrated customers flood the comment sections of media posts intended to advertise new features. "

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6774127)

SJ

Stefanny J.

Project Assistant

> "I like the new option to add projects, it's the best tool so far and most widely accepted in the market to track your expenses,..."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6865474)

JB

Jaxton B.

Accountant

> "It's not the desktop QBs version but the online version and I still have that issue."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7047799)

ST

Shayne T.

Co owner

> "It also connects with plenty of other tools, so tax season and day‑to‑day planning don’t feel like a scramble."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7102351)

Richard O.

Owner and Director

> "The online payment fees through paypal is expensive."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7040650)

PM

Parastoo M.

Accountin Manager

> "ability to handle complex business needs, The advanced reporting features, including custom report building and the ability to export..."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6747703)

MB

Morgan B.

Owner

> "Overall, I wish it could have worked better because it would be easier to use QuickBooks for everything than to integrate other tools..."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6827644)

Ryan P.

Graphic Designer

> "QuickBooks Online Advanced gives you more capacity and automation than the lower-tier QuickBooks plans."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7083816)

CM

Carolyne M.

Owner

> "It can be overwhelming to slot into your current business."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7025418)

AE

Antawn E.

Operations and Finance Coordinator

> "Syncing to platforms is fairly efficient as well even when having to adjust mappings of categories and classes."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6848259)

SI

Sarah I.

Executive Administrative Assistant

> "Regular updates can sometimes disrupt workflows or require users to relearn certain features."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6515781)

EW

Evangeline W.

Small Business Owner

> "QuickBooks Online Advanced saves time and eradicate human errors through real-time accounting automation."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7008604)

MW

Mark W.

Owner

> "It can be complicated sometimes, but not overly - it’s more practice and training required that makes it harder"

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6827966)

BB

Britta B.

Coordinator

> "Overall, it is a time saver and has been incredibly beneficial for the organization to keep track of the expenses of multiple programs..."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6835430)

NB

Nicholas B.

Sales Manager

> "There's nothing that I dislike, but, I've had many issues wben viewing my stubs, or tax info, the entire app stays on a blank white..."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6558289)

LC

Laura C.

CFO

> "Very happy with this product because it allows for my business customization, not just your "Box Software" that you have to make..."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6682858)

NBH

Norah Bird H.

CFO/COO

> "We rely on their cloud and if we stop using their software, we cannot run or produce an electronic backup that we can review without..."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___5003052)

AA

Adeniyi A.

Airline Reservationist

> "Automating over 80% of repetitive accounts tasks such as billing and invoicing is what I like most about QBOA."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6385730)

MS

Muhammad S.

CEO

> "You're stuck on their system because exporting data out is almost impossible."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6413593)

JW

Julia W.

Office Manager

> "During my first few months as Office Manager at our small business, we used QB Desktop; I prefer the updated look that the Online..."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6406783)

SR

Summer R.

Owner

> "Sometimes difficult to get in touch with customer support."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6872076)

PB

Paige B.

Business administrator

> "It just feels like I can adjust all of my information more using the online advanced and store my information and clients' information..."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6463428)

AC

Andrea C.

Controller

> "Sometimes it freezes but that could be due to my internet speed."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6599064)

PS

Parker S.

Accounts and Operations Coordinator

> "We have used the online in the past and just transitioned over to the desktop version, but we are keen to both applications."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7046464)

AD

Andras D.

President

> "None of my major issues were ever resolved, they just got closed out and I moved on. "

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6774127)

JS

Joseph S.

Owner

> "I like the number of tools Quick books has as well as the many integrations that is had with other software"

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6837915)

CC

Cindy C.

Owner

> "It is not user friendly."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7050392)

MB

Mary B.

CFO

> "My advice is to take your time and take advantage of the online tutorials they offer."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7055601)

GT

Geeta T.

Director, Human Resource Services

> "No T4 Processing capabilities - this is a major let down."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6651302)

TS

Trina S.

Controller

> "It has everything I need from auto post of recurring transactions, to AR and AP modules."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6748501)

SP

Sam P.

Content Manager

> "Some UI/UX feels dated and clunky. But overall it's an intuitive design."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6660537)

MG

Michelle G.

Accounting Coordinator

> "It seemed like a better option for our company than the other subscriptions as we create a lot of bills/expense and cheques."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6747582)

AD

Andras D.

President

> "In at least the last 10 years customer service has gotten really bad. "

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6774127)

SM

Samuel M.

General Manager and Head of Operations

> "Automating over 95% of manual accounting procedures is what I like most about QuickBooks Online Advanced since I save time."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6478209)

MN

Mayra N.

Administrator

> "The only issue that I've encountered with QuickBooks, is sometimes when I've created a new vendor to my list it takes the system a..."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6008292)

TS

Taylor S.

Students Director

> "It excels in offering wide-variety of features for every accounting need."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6803870)

JB

Janice B.

Accounting Manager

> "Payroll was completely jumbled during migration, I could go on."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6747538)

JL

James L.

Owner

> "The reports are easily accessible and make it a breeze to see our profit and loss whenever I want"

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6838455)

PM

Peggy M.

Executive Director

> "After connecting our client management database and bank accounts to Quickbooks Online, I began to see duplicate transaction entries."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6153938)

DJ

Daniel J.

Accountant

> "I like QuickBooks reporting, which is very customisable and their responsiveness and desire to know the needs of their clients."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6499125)

VR

Verified Reviewer

Accountant

> "what i don't like about this software is it limitation to customization, you can not change this according to your specific needs."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___4795144)

AK

Abby K.

Accounting Manager

> "They gave our finance team greater visibility and control without needing to rely on IT or external tools."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6856467)

JB

Janice B.

Accounting Manager

> "I cannot get the reports I need by class. "

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6747538)

BC

Betty C.

Bookkeeper

> "It keeps track of all our income and expenses and makes reporting easy."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6845472)

MT

Mechade T.

Painter

> "Transitioning from desktop to online the layout is a bit challenging especially for contractor accounting Its kind of expensive to run..."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___4723381)

CT

Christina T.

Co owner

> "It helps me keep up with expenses and when we need to reorder or stock up when the prices are good."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6759582)

CT

Chelsea T.

Practice Manager

> "They are not integrated with every point of sale software, because of this we have to use a front end and back end POS which is not..."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___4809339)

KC

Katherine C.

Chief Operations and Finance Officer

> "It is still seeing updates and getting better than the original version as they try to move all users to QBO."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6868960)

AS

Austin S.

Junior Accountant

> "Every once in a while the software can be buggy."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6495903)

JA

Jidda A.

Corporate and Strategic Planning Officer

> "QuickBooks Online Advanced makes it super easy for me to create, customize and send invoices."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6528950)

JM

Jason M.

VP

> "It is very confusing to sit down one day and everything has changed."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7003970)

JC

Jessica C.

Digital Marketing Analyst

> "QuickBooks Online Advanced gives me the ability to automate complex and repetitive accounting tasks from AP, AR, GL to billing and..."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___5029665)

CA Krishan K.

Manager

> "It does not provide VAT/Sales tax report in the format required by Feder Tax Authority, UAE."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___4828816)

SB

Sarah B.

Researcher

> "It allows more users, which is amazing for me considering I am beginning to look for more help; easier for me to transfer or integrate..."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___4960841)

DB

Debi B.

VP Operations

> "It has been beyond frustrating working with QB customer service to add back a column on a report that was removed (probably accidentally..."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6229788)

JS

Joyelle S.

accounting administrator

> "being able to work from anywhere is very nice"

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7031905)

KK

Kerry K.

Accounting Specialist

> "I used the desktop version for over 20 years and the online version is littered with problems that customer service was unable to solve."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6037734)

FW

Faith W.

Owner

> "I like how easy QuickBooks is to use, I can send out invoices, keep track of inventory, and keep track of what money comes in, what..."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6752016)

CP

Chris P.

Vice President

> "Which makes it almost useless."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7012729)

EK

Ekin K.

B2B Online Sales Coordinator

> "You can do multiple things as invoicing, financing, inventory management, payments, estimates etc. And the best part is it works on the..."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___4822523)

JB

Janice B.

Accounting Manager

> "Migration was very unsatisfactory. "

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6747538)

MS

Meghan S.

CPA

> "I truly enjoy a cloud environment and the ease of some things in QuickBooks Online Advanced, but I have found my clients that need more..."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___4868572)

VR

Verified Reviewer

Founder

> "There are occasional instances where the software is slow to load, potentially causing delays in accessing the platform."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___4910431)

EW

Evangeline W.

Small Business Owner

> "QuickBooks Online Advanced is the leading online accounting tool that I currently use."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7008604)

VR

Verified Reviewer

business development

> "Mobile processor limits class features, impacts user security."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#GetApp___6047301)

KT

Karen T.

Office Manager

> "Great experience, QB is one of my favorite accounting solutions at an affordable price."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7048465)

LM

Lisa M.

Administrator

> "It doesn't let me convert a quantity in different measurements."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___4955274)

BW

Bennett W.

Director of Operations

> "QuickBooks Online Advanced enables me to streamline business processes and determine business position through real-time budgeting."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___4956596)

Adrienne G.

Owner, Bookkeeper

> "The software is often glitchy, causing frustration for users that are not experienced."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6173848)

NL

Natasha L.

COO

> "Quickbooks Online Advanced allows for easy navigation and productivity with my business."

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6421272)

BO

Beverly O.

Bookkeeper

> "The feature most missed is when editing an Invoice. "

[See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___4940206)

[View Reviews](https://www.capterra.com/p/189398/QuickBooks-Online/reviews/)

## User interface

4.88 (247)

[QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)

4.43 (1,037)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

ePayPolicy

24/42

-   ACH Payment Processing
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Audit Trail
-   Bank Reconciliation
-   Billing & Invoicing
-   Client Portal
-   Contact Database
-   Credit Card Processing
-   CRM
-   Customer Accounts
-   Customizable Branding
-   Customizable Fields
-   Data Import/Export
-   Deferred Billing
-   Discount Management
-   Dunning Management
-   Electronic Payments
-   Email Reminders
-   Generative AI
-   Invoice Processing
-   Mobile Access
-   Multi-Currency
-   Multi-Period Recurring Billing
-   Multiple Payment Options
-   Payment Processing
-   PCI Compliance
-   Real-Time Analytics
-   Real-Time Data
-   Recurring Invoicing
-   Recurring/Subscription Billing
-   Refund Management
-   Reporting & Statistics
-   Revenue Recognition
-   Sales Tax Management
-   Self Service Portal
-   Subscription Management
-   Tax Calculation
-   Third-Party Integrations
-   Transaction History

[See all features](https://www.capterra.com/p/198072/ePayPolicy/#features)

QuickBooks Online Advanced

Top features

29/42

-   ACH Payment Processing
-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Audit Trail
-   Bank Reconciliation
-   Billing & Invoicing
-   Client Portal
-   Contact Database
-   Credit Card Processing
-   CRM
-   Customer Accounts
-   Customizable Branding
-   Customizable Fields
-   Data Import/Export
-   Deferred Billing
-   Discount Management
-   Dunning Management
-   Electronic Payments
-   Email Reminders
-   Generative AI
-   Invoice Processing
-   Mobile Access
-   Multi-Currency
-   Multi-Period Recurring Billing
-   Multiple Payment Options
-   Payment Processing
-   PCI Compliance
-   Real-Time Analytics
-   Real-Time Data
-   Recurring Invoicing
-   Recurring/Subscription Billing
-   Refund Management
-   Reporting & Statistics
-   Revenue Recognition
-   Sales Tax Management
-   Self Service Portal
-   Subscription Management
-   Tax Calculation
-   Third-Party Integrations
-   Transaction History

[See all features](https://www.capterra.com/p/189398/QuickBooks-Online/#features)

### Recognition

No recognitions have been awarded to ePayPolicy

No recognitions have been awarded to QuickBooks Online Advanced

### Deployment & support

ePayPolicy

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

QuickBooks Online Advanced

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

ePayPolicy

-   By ePayPolicy
-   Located in United States
-   Founded in 2014

QuickBooks Online Advanced

-   By Intuit
-   Located in United States
-   Founded in 1983

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