--- title: "Compare QuickBooks Online Advanced vs ePayPolicy 2026 | Capterra" description: "Unsure of what to choose? Check Capterra to compare QuickBooks Online Advanced and ePayPolicy based on pricing, features, product details, and verified reviews." source_url: "https://www.capterra.com/compare/189398-198072/QuickBooks-Online-vs-ePayPolicy" page_type: "comparison" language: "en" --- # QuickBooks Online Advanced vs ePayPolicy Features and Cost Comparison Last updated September 17th, 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: QuickBooks Online AdvancedePayPolicy2/4 selected [QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[4.4 (1,050)](https://www.capterra.com/p/189398/QuickBooks-Online/reviews/) [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.9 (258)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) [## QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[4.4 (1,050)](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 4.3 Customer Service 4.1 Reviews Sentiment Based on [1,050 reviews](#user-reviews) Positive 933 Neutral 77 Negative 40 [## ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.9 (258)](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 Based on [258 reviews](#user-reviews) Positive 256 Neutral 0 Negative 2 ## Not a match? Find software alternatives tailored to your priorities. These software suggestions are similar to those you’re currently comparing. ### Melio 4.2 (405) * * * Starting Price $25.00 Per User,Per Month Free Trial Free Version * * * User rating 83% of reviewers rated it above 4 stars * * * ### Sage Intacct 4.3 (717) * * * Starting Price Contact vendor for pricing Free Trial Free Version * * * User rating 86% of reviewers rated it above 4 stars * * * Highest Rated ### Xero 4.4 (3,329) * * * Starting Price $25.00 Flat Rate,Per Month Free Trial Free Version * * * User rating 88% of reviewers rated it above 4 stars * * * ### Sage 100 4.1 (411) * * * Starting Price $7500.00 Per Feature Free Trial Free Version * * * User rating 79% of reviewers rated it above 4 stars * * * ## Summary * * * Key features rated by users Features selected based on 1,842 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 82%Fit High performer Feature ratings Credit Card Processing 4.8 Bank Reconciliation 4.5 Billing & Invoicing 4.4 Payment Processing 4.9 Invoice Processing 4.7 64%Fit Missing features Not enough reviews Feature ratings Credit Card Processing \-- Bank Reconciliation NA Billing & Invoicing 4.9 Payment Processing 4.8 Invoice Processing 4.8 User satisfaction User satisfaction 4.4 User reviews[1,050](https://www.capterra.com/p/189398/QuickBooks-Online/reviews/) Ease of use 4.3 Functionality 4.4 Value for money 4.2 Customer support 4.1 User satisfaction 4.9 User reviews[258](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 Price starts from Price starts from $235Flat Rate, Per Month - Free version - Free trial Price starts from $25Per Feature, Per Month - Free version - Free trial Best for 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, Best for Independent Agents, MGAs, Brokers, Carriers, Premium Finance Companies ## User reviews Pros & cons JC Jeremy C. Estimator > "The ability to create custom reports, automate workflows, and handle large volumes of transactions efficiently is a..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7145043) Mayur G. Senior Accountant > "Also, for remote teams, there often needs to be workarounds like hosting services to access files, which adds cost and..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7137136) JC Jeremy C. Estimator > "It’s a reliable, all-in-one platform that handles everything from day-to-day bookkeeping to more advanced financial..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7145043) MJ Mason J. Senior Administrative Assistant > "There is a bit of a learning curve to any new software, especially as things get more complex. If you have no teacher..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7155292) Mayur G. Senior Accountant > "About the overall experience with QuickBooks is good manual data entry problems have need resolved e.g. earlier we..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7137136) 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..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7012729) ST Shayne T. Co owner > "Keeping track of money feels a lot easier when the numbers update themselves, bills get sent out automatically, and..." [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) Mayur G. Senior Accountant > "I dislike that QuickBooks online advance is still primarily desktop-based." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7137136) PM Parastoo M. Accountin Manager > "ability to handle complex business needs, The advanced reporting features, including custom report building and the..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6747703) 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) AD Andras D. President > "We use Full Service payroll, use Time tracking (time clock), we were able to automate certain simple processes (tasks,..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6774127) 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) Hallye N. Operations Manager > "Quickbookds Online Advanced is an excellent tool that we use everyday in our business and have had success integrating..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7108446) 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..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6558289) Eliza E. Accountant > "Also, I can bring my lap top anywhere and work any time and anywhere I want." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7154823) 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) 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) 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) 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..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7048465) 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) 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..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6865474) 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) LC Laura C. CFO > "Very happy with this product because it allows for my business customization, not just your "Box Software" that you..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6682858) MB Morgan B. Owner > "Overall, I wish it could have worked better because it would be easier to use QuickBooks for everything than to..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6827644) 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) 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) 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) 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) 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) 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..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6747582) 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) DJ Daniel J. Accountant > "I like QuickBooks reporting, which is very customisable and their responsiveness and desire to know the needs of their..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6499125) 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) 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) 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..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6008292) 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) 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) 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..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6835430) PM Peggy M. Executive Director > "After connecting our client management database and bank accounts to Quickbooks Online, I began to see duplicate..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6153938) 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) 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) 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..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___5029665) 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) 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..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7046464) 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) AV Arne V. Controller > "Intuitive to get everything booked, easy with banking connected and good out of the box reporting" [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7172024) 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) 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..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6752016) 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..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6229788) MG Marian G. lawyer > "It makes it easy for our accountant, bookeeper etc." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7130876) 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..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6037734) 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) CP Chris P. Vice President > "Which makes it almost useless." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7012729) 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) 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) Eliza E. Accountant > "I like Quickbooks on line because it is user friendly." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7154823) JB Janice B. Accounting Manager > "Migration was very unsatisfactory. " [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6747538) JM Janine M. Hairstylist > "I use it for bookkeeping my hair salon business it works well" [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6656394) 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..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___5003052) 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) 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) AR Amanda R. pediatric therapist > "Love that it connects directly to the bank account and pulls charges in to be categorized" [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6699030) 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) 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) 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) 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) 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) AC Andrea C. Controller > "It’s been amazing, I love the automated features and it helps me keep my stuff in unison." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6599064) KE Kira E. Executive Assistant > "The only thing I do not like is that the reporting is not shared between our accountant and our company." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6053705) 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) RH Renata H. Office Manager > "Sometimes getting checks to print properly can be difficult." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6069830) GT Geeta T. Director, Human Resource Services > "Easy to enter information for payroll and accounting, can make mass changes in easy steps." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6651302) SG STACY G. OFFICE MANAGER > "It tends to glitch at times and run slow." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6025067) 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) AW Amanda W. Staff Accountant > "Once a month is closed, it's difficult to go back and fix/change things." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6072792) Eliza E. Accountant > "I like Quickbooks on line because it is user friendly." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7154823) CC Cindy C. Owner > "It is not user friendly." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7050392) KG Karolina G. Owner > "User friendly for all of employees." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6750736) MB Morgan B. Owner > "Overall, I wish it could have worked better because it would be easier to use QuickBooks for everything than to..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6827644) LM Laura M. Office Manager > "It is so easy to follow and user friendly." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6773848) 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..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___4809339) CP Cynthia P. Bookkeeper > "It's very user friendly." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6649854) VR Verified Reviewer Finance Manager > "The Amazon integration does not work well at all." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___4966843) 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) DS Deanna S. Director > "It is a little less integration friendly with some other softwares, so that is a bit of a negative point for me." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___3625388) JD Jillian D. Manager > "That we are able to easily integrate with all of our other software programs." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___5043447) PQ Patrick Q. Credit Analyst > "Has been at times at little tedious to get around." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___4938236) JR James R. Administrative Manager > "For a small business with both job specific and general business needs, QuickBooks Online Pro provides ease of use,..." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___4897586) Simon R. President > "It was hard to talk to anyone and when we did they never tried to understand our situation or context." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___3465115) MN Michelle N. OFFICE MANAGER > "Love that QBO integrates with our dispatch software" [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___4328684) 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) Jaxton B. Accountant > "I enjoy that Quick Books online is very intuitive and how smooth it is to operate." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7047799) 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) LT Luka T. Payroll Manager > "Efficient, clear, simple structured and easy to manage." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7041437) 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) SH Sadie H. Owner operator > "It is by far the most streamlined and efficient tool I’ve used so far." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___6696851) CP Chris P. Vice President > "Which makes it almost useless." [See full review](https://www.capterra.com/p/189398/QuickBooks-Online/#Capterra___7012729) [View Reviews](https://www.capterra.com/p/189398/QuickBooks-Online/reviews/) 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..." [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..." [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..." [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) VR Verified Reviewer Account Manager > "Really has helped us cater to our busy clientele, very limited learning curve and even our least tech savvy team members..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7158205) 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..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883550) SC Stacey C. Account Executive > "Also, ePay is integrated into our management system when a client pays us it automatically reconciles that payment and..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883471) 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..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005236) 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) 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) Ashley B. Finance Director > "The ability to send reminder emails to our clients is quick and efficient." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7157819) 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..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005195) LW Lynnette W. President > "Efficiency - we love being able to send our clients a link and for them to easily make payment." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7157825) 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) JL Jing L. Accountant > "It made collecting payments from clients much more efficient, and the integration with our existing accounting system..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005190) 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..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000917) 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..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6882364) 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) 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..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005708) 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) 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) 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) 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..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000451) 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) CR CHARLES R. Owner > "The process is streamlined and seamless for use as a broker. " [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7157690) 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) AB Annika B. Accounting and Administrative Coordinator > "It doesn't seem to break very often at all, and the dependability is pretty unmatched." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7158154) 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) TE Tara E. Bookkeeper > "The simplicity of sending clients a link for payment has been great. " [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7157685) 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) 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..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___6883550) 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) 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) 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) DD Dennis D. President and Owner > "The ease of producing an invoice and the ease for the client to pay." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7157656) 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) DD Dennis D. President and Owner > "The reporting features are very helpful as well." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7157656) 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) 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..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7000496) 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) 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) 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) LW Lynnette W. President > "Happy to have this as an option for clients to pay. " [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7157825) 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) 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..." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7005631) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) 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) TE Tara E. Bookkeeper > "Has been worth the money, makes receiving payments a breeze. " [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7157685) 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) DD Dennis D. President and Owner > "I would say it has been a huge help to my firm, given that I am a sole proprietor." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7157656) 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) 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) 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) CR CHARLES R. Owner > "I can't say enough about what an asset the service has been for our agency." [See full review](https://www.capterra.com/p/198072/ePayPolicy/#Capterra___7157690) 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) 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) [View Reviews](https://www.capterra.com/p/198072/ePayPolicy/reviews/) ## User interface [QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/) 4.43 (1,050) [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/) 4.88 (258) ## 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 QuickBooks Online Advanced Top features 21/50 - Accounting Integration - ACH Payment Processing - Activity Dashboard - Adaptive Learning - Adjustments - AI Copilot - Alerts/Notifications - API - Audit Trail - Automation - Autonomous Task Execution - Bank Reconciliation - Billing & Invoicing - Blacklisting - Call Data Records(CDR) - Client Portal - Collections - Configurable Workflow - Consolidation - Contact Database - Credit Card Processing - CRM - Cross-system Integration - Customer Accounts - Customer History - Customizable Branding - Customizable Fields - Data Import/Export - Deferred Billing - Deferred Revenue - Dimensions - Discount Management - Discounts - Dispute Management - Dunning Management - Electronic Payments - Email Reminders - Escalation - Flexible Rate Tables - For Internet Service Providers (ISP) - For Telecommunications Industry - Generative AI - Invoice Processing - Mobile Access - Multi-Currency - Multi-Period Recurring Billing - Multiple Payment Options - Multi-step Planning - Packages - Payment Processing [See all features](https://www.capterra.com/p/189398/QuickBooks-Online/#features) ePayPolicy 17/50 - Accounting Integration - ACH Payment Processing - Activity Dashboard - Adaptive Learning - Adjustments - AI Copilot - Alerts/Notifications - API - Audit Trail - Automation - Autonomous Task Execution - Bank Reconciliation - Billing & Invoicing - Blacklisting - Call Data Records(CDR) - Client Portal - Collections - Configurable Workflow - Consolidation - Contact Database - Credit Card Processing - CRM - Cross-system Integration - Customer Accounts - Customer History - Customizable Branding - Customizable Fields - Data Import/Export - Deferred Billing - Deferred Revenue - Dimensions - Discount Management - Discounts - Dispute Management - Dunning Management - Electronic Payments - Email Reminders - Escalation - Flexible Rate Tables - For Internet Service Providers (ISP) - For Telecommunications Industry - Generative AI - Invoice Processing - Mobile Access - Multi-Currency - Multi-Period Recurring Billing - Multiple Payment Options - Multi-step Planning - Packages - Payment Processing [See all features](https://www.capterra.com/p/198072/ePayPolicy/#features) ### Recognition No recognitions have been awarded to QuickBooks Online Advanced ePayPolicy is recognized as a top-rated tool in 3 Capterra Shortlist reports ### Deployment & support 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 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 ### Company Details QuickBooks Online Advanced - By Intuit - Located in United States - Founded in 1983 ePayPolicy - By ePayPolicy - Located in United States - Founded in 2014 ## Popular Comparisons [QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[4.43 (1,050)](https://www.capterra.com/p/189398/QuickBooks-Online/reviews/) vs [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[4.34 (8,529)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) $235/month Price $38/month 4.4 Features 4.3 4.3 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/189398-190778/QuickBooks-Online-vs-QuickBooks-Online) [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.88 (258)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) vs [PayPal](https://www.capterra.com/p/207944/PayPal/)[4.65 (26,663)](https://www.capterra.com/p/207944/PayPal/reviews/) $25/month Price $0.29 4.8 Features 4.6 4.9 Ease of Use 4.6 [View full comparison](https://www.capterra.com/compare/198072-207944/ePayPolicy-vs-PayPal) [QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[4.43 (1,050)](https://www.capterra.com/p/189398/QuickBooks-Online/reviews/) vs [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[4.51 (20,684)](https://www.capterra.com/p/174984/QuickBooks-Enterprise/reviews/) $235/month Price $2210/year 4.4 Features 4.4 4.3 Ease of Use 4.3 [View full comparison](https://www.capterra.com/compare/174984-189398/QuickBooks-Enterprise-vs-QuickBooks-Online) [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.88 (258)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) vs [Venmo](https://www.capterra.com/p/222572/Venmo-/)[4.73 (9,306)](https://www.capterra.com/p/222572/Venmo-/reviews/) $25/month Price Contact vendor for pricing 4.8 Features 4.6 4.9 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/198072-222572/ePayPolicy-vs-Venmo-) [QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[4.43 (1,050)](https://www.capterra.com/p/189398/QuickBooks-Online/reviews/) vs [Xero](https://www.capterra.com/p/120109/Xero/)[4.40 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/) $235/month Price $25/month 4.4 Features 4.3 4.3 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/120109-189398/Xero-vs-QuickBooks-Online) [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.88 (258)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) vs [Stripe](https://www.capterra.com/p/123889/Stripe/)[4.60 (3,383)](https://www.capterra.com/p/123889/Stripe/reviews/) $25/month Price Contact vendor for pricing 4.8 Features 4.5 4.9 Ease of Use 4.5 [View full comparison](https://www.capterra.com/compare/123889-198072/Stripe-vs-ePayPolicy) [QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[4.43 (1,050)](https://www.capterra.com/p/189398/QuickBooks-Online/reviews/) vs [NetSuite](https://www.capterra.com/p/135757/NetSuite/)[4.24 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) $235/month Price Contact vendor for pricing 4.4 Features 4.2 4.3 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/135757-189398/NetSuite-vs-QuickBooks-Online) [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.88 (258)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) vs [Square Payments](https://www.capterra.com/p/170278/Square-Payments-Processing/)[4.67 (2,714)](https://www.capterra.com/p/170278/Square-Payments-Processing/reviews/) $25/month Price Contact vendor for pricing 4.8 Features 4.6 4.9 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/170278-198072/Square-Payments-Processing-vs-ePayPolicy) [QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[4.43 (1,050)](https://www.capterra.com/p/189398/QuickBooks-Online/reviews/) vs [Sage Intacct](https://www.capterra.com/p/76/Intacct/)[4.28 (717)](https://www.capterra.com/p/76/Intacct/reviews/) $235/month Price Contact vendor for pricing 4.4 Features 4.2 4.3 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/76-189398/Intacct-vs-QuickBooks-Online) [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.88 (258)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) vs [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[4.34 (8,529)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) $25/month Price $38/month 4.8 Features 4.3 4.9 Ease of Use 4.2 [View full comparison](https://www.capterra.com/compare/190778-198072/QuickBooks-Online-vs-ePayPolicy) [QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[4.43 (1,050)](https://www.capterra.com/p/189398/QuickBooks-Online/reviews/) vs [Sage 50 Accounting](https://www.capterra.com/p/174753/Sage-50cloud/)[4.01 (629)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/) $235/month Price $124.42/month 4.4 Features 3.9 4.3 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/174753-189398/Sage-50cloud-vs-QuickBooks-Online) [ePayPolicy](https://www.capterra.com/p/198072/ePayPolicy/)[4.88 (258)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) vs [Square Point of Sale](https://www.capterra.com/p/275802/Square-Point-of-Sale/)[4.63 (3,037)](https://www.capterra.com/p/275802/Square-Point-of-Sale/reviews/) $25/month Price $0/month 4.8 Features 4.5 4.9 Ease of Use 4.7 [View full comparison](https://www.capterra.com/compare/198072-275802/ePayPolicy-vs-Square-Point-of-Sale)