# Page 5 | HoneyBook Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 5 - Is HoneyBook the right Proposal Management solution for you? Explore 680 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/162588/HoneyBook/reviews --- HoneyBook 4.7 (680) [View alternatives](https://www.capterra.com/p/162588/HoneyBook/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 15th, 2026 # Page 5 - Reviews of HoneyBook ## Showing most helpful reviews Showing 101-125 of 680 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Christina S. Owner Legal Services Used the software for: 2+ years ### "The Best Client Management Resource-- goes beyond normal software" September 20, 2019 5.0 Before I used HoneyBook, I had tried several other client management platforms. All of them were clunky, and often I'd have to hunt around for things in the interest of the app developer's attention to folders and organization. What a mess! I'm so glad I switched to HoneyBook. They've consistently made product improvements and seem to really care about their customers. It gets easier and more fun to use every day, with just enough features to accomplish what I need without overwhelming me. I highly suggest this to anyone who is managing multiple clients, especially if you have client projects that tend to go dormant for awhile then pick back up. Pros I love how easy it is to use, and how amenable the HB team is to updating the software if you have a feature request or complaint. It provides very visual, easy user prompts that allow me to easily accomplish what I need in a fraction of the time of other software apps I've tried. Cons It's annoying that I can't delete the default emails that came with my account to replace them with my own workflow, so myself or a team member doesn't get confused with their suggested emails vs. the ones I actually want to use. Switched from [17hats](https://www.capterra.com/p/144328/17hats/) 17hats was too hard to use and things were getting lost in their many nooks and crannies. Review Source Response from HoneyBook September 23, 2019 Christina, thank you for you being a HoneyBook member! We are so happy to hear that HB allows you to manage your clients in a fraction of time of other systems! Our Product Team works hard to consistently meet and exceed our members expectations. Thank you for the feedback on the default email templates. I will share with our team. Incase you didn't know, you can edit the default templates text and format to meet your needs. SE Sarah E. Virtual Assistant Marketing and Advertising Used the software for: Less than 6 months ### "HoneyBook - the software I never knew I needed" July 3, 2023 5.0 Pros HoneyBook is very visually appealing and easy to use for both myself and my clients. The ability to create and save templates that I can edit and reuse for each client saves me SO much time, and it's truly so easy. It's very affordable and has already saved me a lot of time and headaches. Cons I honestly have no complaints about HoneyBook. Alternatives considered [Docusign](https://www.capterra.com/p/121506/Docusign/)[Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/) Reason for choosing HoneyBook HoneyBook had more features and included both the organization, scheduling, and file sharing features I was looking for as well as digital signature and contract templates. Review Source Response from HoneyBook July 17, 2023 Hey Sarah, Thanks so much for the glowing review! we're so happy to see that you're having such a positive experience with HoneyBook so far. :) Would you be willing to grant us permission to use this quote for marketing purposes (and attribute it to you of course)? If so - please send an email to ugc-marketing@honeybook.com and we'll follow up with next steps! Yosue V. Diseñador Web Program Development Used the software for: 6-12 months ### "Centralizacion del negocio en un mismo sitio" October 9, 2023 4.0 Muy buena, tuve la suerte de obtener clientes al inicio que me ayudaron a mantener funcionando la aplicación, luego de un año, creo, pude escalar a otro tipo de aplicación. Pero en mis inicios me ayuda bastante sobre todo por la firma de contratos Pros Tienes todo lo necesario para comenzar a trabajar de manera profesional con clientes de cualquier parte. Como dueño de una agencia de marketing y diseño web, iniciar con hooneybook me ayudo mucho a escalar mi empresa en los inicios Cons Para quienes inician, pagar una mensualidad de esta clase puede ser un poco difícil, por lo tanto, al ser una aplicación enfocada en empresas pequeñas que están iniciando, debo darle un punto en contra al hecho del precio para quienes inician, debería haber una opción limitada para quienes inician con diferentes tipos de negocios Review Source Penny L. Owner/Photographer Arts and Crafts Used the software for: 2+ years ### "Best choice I made for my business yet" February 6, 2020 5.0 Payment processing was always a challenge until I found Honeybook. I love that the automated convenience of honey book. I set my templates, it does the rest. I send an invoice, it bills, reminds and keeps everything squared away. Not to mention it auto-deposits funds into my account. IT keeps me in business! Pros Running my own business where clients contract via email and forms through my website can get overwhelming when trying to keep track of small but important details. Invoicing, payment processing, contracts, client communication, client surveys and now they have a feature where you can connect with other local professionals on projects. Very useful. Cons I wish it was a little more upscale looking on fonts, colors and the user experience. My brand is more of a luxury brand so I want customers to feel like when they're being transferred to the contract or payment portion of our interactions that they're still receiving a luxury experience. Alternatives considered [17hats](https://www.capterra.com/p/144328/17hats/) Reason for choosing HoneyBook The pricing at the time was really affordable to get into. I did the one time purchase instead of a monthly fee. They were super helpful and explained they would put all my company details in for me as well as add my email templates and my collection pricing for invoicing. They did this and it was a breeze to answer right into. Also, they have their mobile app so I can reply, invoice and book clients on the go from the convenience of my phone. Review Source RG Roma G. Customer Manager Legal Services Used the software for: 1-2 years ### "My Experience Using HoneyBook" June 6, 2024 4.0 Pros I like that HoneyBook offers project and contract management features It is capable as a CRM software It comes with amazing digital signature capabilities. Cons Considering how helpful HoneyBook has been, no complaints. Review Source LAS Leigh Ann S. Manager Events Services Used the software for: 2+ years ### "Powerful, Intuitive Tool" May 29, 2020 5.0 When we were starting up our business, an event venue, I was going nuts comparing the different CRM software. When you haven't actually used them, you don't know which will work best for you. Another venue owner told me she used HoneyBook. I had learned a lot from her, and finally decided that if she thought HoneyBook was good, it probably was and I'd just go for that. Best decision ever! Pros I love the pipeline, where each client's project is categorized by stage (new inquiry, tour scheduled, proposal signed, etc.). I can pull up all clients who are in the "Planning" stage of the pipeline, for example. Under each client's project is absolutely everything related to their project: all emails exchanged, contracts, payment schedule, separate workspaces with vendors who will be working on the project, and more. I have templates for emails and have them sent automatically. One goes out when we receive an inquiry, a different one 5 days after client signs the contract, and another 30 days before their event date. There are also templates for brochures, contracts, and payment plans. I can't imagine having to do all of that manually! I set the system up for my business with no outside assistance. It was easy to understand. Cons Would like to have more ability to make formatting changes (bullets, numbering, bold, etc.) when editing a document. I can do this on a new document, but not when editing an existing one. Workflows could be improved to have more triggers and the ability to automatically send files. Alternatives considered [17hats](https://www.capterra.com/p/144328/17hats/) Reason for choosing HoneyBook It was recommended by another business owner who I trusted. Review Source Response from HoneyBook June 2, 2020 Hi Leigh Ann, Thanks for your feedback. It's helpful to know where we can improve. We're in the process of building in more formatting customizations right now, as well as new triggers within workflows to help you automate tasks on a more real-time basis. Stay tuned! MB Meg B. Owner Events Services Used the software for: 1-2 years ### "Absolutely Recommend!" November 23, 2021 5.0 I do all my admin through Honeybook and it has reduced the time I spend astronomically. I've recommended and trained several people in setting up their Honeybook systems and absolutely love it. Pros I love how quick and easy Honeybook is to use and update. I'm constantly fine-tuning my processes and it is so satisfying to have everything saved and organized in a very intuitive way. Cons I don't like how many separate emails I need to make to send out my appointment scheduling. Reason for choosing HoneyBook Honeybook was the only real contender after using those other two for a few years. Switched from [Sprout](https://www.capterra.com/p/175756/Sprout/)[Tave Studio Manager](https://www.capterra.com/p/92909/Tave-Studio-Manager/) I hated them both. They were not intuitive or customizable enough. Review Source AP Austin P. Photographer Photography Used the software for: 6-12 months ### "HoneyBook is a MUST have for Small Biz Owners" December 13, 2021 5.0 Pros Honeybook is very user friendly and was easy to set up along with the help of the concierge! My favorite part is the pipeline. I’m able to see all of my active projects and where they are in my workflow. As a photographer it is very important for me to build good relationships and communicate well with my clients so knowing who needs a consultation or who needs their gallery edited and delivered is crucial! Cons The only con is that I didn’t find honeybook sooner! I don’t know how I did business without it. I look back at those times and laugh at how much work I was doing that didn’t even amount to half of what honeybook does for me! Alternatives considered [Sprout Studio](https://www.capterra.com/p/147969/Sprout-Studio/) Reason for choosing HoneyBook Honeybook seemed more reputable. A lot of photographers who I trust in the industry recommended it! Review Source Dheeraj U. Business Development Manager Staffing and Recruiting Used the software for: 1-2 years ### "The most effective and efficient method tool" January 25, 2023 4.0 Pros I like how easy it is to use and how everything is in one spot. It's also really useful for leads; if I receive a new lead, it reminds me to follow up with them so that I'm more likely to land the customer, so it's a very positive experience. The simplicity with which contracts could be sent and the opportunity for my customer to sign immediately. Honeybook contains practically all of the features I need to run my business simply and efficiently. It also gives my clients the impression that they have a thorough understanding of everything that is going on in their projects. Cons I dislike that there is no option to arrange your date before booking. I only wish clients could choose the amount they want to pay at any given moment. Some of my clients find the email threads quite bothersome. In comparison to other firms, the processing and quick deposit costs appear to be expensive. Review Source VR Verified Reviewer Interior Designer Design Used the software for: 2+ years ### "Love it BUT More Templates" August 29, 2022 5.0 Great Pros Love the convinces and that it is simplistic. We use Honey book for a lot of the admin work and more. Cons We wish the saving option when creating templated would improve due to work not being saved correctly. The undo option would be great. THE TEMPLATES. I just wish there were more as we use schedule emails frequently for follow ups, discovery calls, referrals, reminders, announcement, etc. The purpose of Smart Files is kind of pointless if I have to keep customizing my own templates. Review Source VR Verified Reviewer CEO Professional Training & Coaching Used the software for: 6-12 months ### "A Great Resource For Small Businesses" September 13, 2022 5.0 Pros One, they created flexibility with pricing; for someone who wants to use the platform but uses a different checkout option, there is a very affordable tier. That tier is also fantastic for those just getting started. I've always found it crazy that more platforms don't carry an option like this for beginners. Since I've been with Honeybook, they have been improving the software; they recently just came out with a fantastic feature to take your lead or on a streamlined journey. Cons I hope they allow us to ACTUALLY customize our project pipeline at some point. Not everyone has the same process, and there is stuff I can't take off because it's default. I also wish there was an easier way to just send someone to the item to be sold page rather than taking them to a pipeline, we all get leads differently, and I'd like to skip a step for some people. Switched from [Acuity Scheduling](https://www.capterra.com/p/191978/Acuity-Scheduling/) Way more features besides calendar booking and payments. Review Source TC Tamara C. Graphic Designer Graphic Design Used the software for: 2+ years ### "Ever Growing to Meet the Needs of My Business" February 19, 2021 5.0 If they keep improving the product the way they have been I will be a happy HoneyBook HoneyBee for life. Pros I love the Project Management area. I can see everything i am working on and the stage it is at. I also love the automation of some of the project stages. I love that everything pertaining to that project is all included in the project. Once i open each project i can see all the files, correspondences between my client and I. I can simply pick up where i left off. Cons I was expecting more from the workflow and would love the option to create a link so clients can open the link to get to the invoice to make the payment. As much as I’d love everyone to use the client portal, not everyone can handle it and this would be a great feature for older, less tech-savvy clients. Switched from [Cloze](https://www.capterra.com/p/186061/Cloze/)[Trello](https://www.capterra.com/p/211559/Trello/)[monday.com](https://www.capterra.com/p/147657/monday-com/) Too many programs to keep track of. Too many tabs - very confusing. Not a fan of all the different subscription fees either. Review Source RV Rita V. Marketing Consultant Marketing and Advertising Used the software for: 6-12 months ### "The learning curve is flat" August 26, 2021 5.0 Honeybook is responsible for the success of my business. Before Honeybook I had to follow up and demand to get paid and often get my payments postponed. Now it is all automated, clients even put their invoices in auto-pay. Pros I get paid without hassle. Everything is automated. The proposal is so amazing, you send the invoice and contract together, and it goes with a pay button where the customer has no choice besides to sign the contract and paying. Cons The app. The time tracking - the fact you have to calculate the time in fractions, what should have been an easy task becomes a "let me google what 1h35min is in time fractions". You can just put the time in the app, but not on the webapp. But I can never login at the app because it doesn't accept Google SSO, but it does on the web, so I always have to change my password. The app doesn't stay connected for long. So I just don't use the app, I have it installed because maybe one day it will update and login with Google. Switched from [Dubsado](https://www.capterra.com/p/206389/Dubsado/) The other one was so complicated. Honeybook has a concierge that does everything for you. And if you have a question, they answer right away. Best customer service! Review Source AK Angela K. CEO Events Services Used the software for: 2+ years ### "Would be lost without it!" April 15, 2022 5.0 My overall experience with HoneyBook has been great! We are in the events business, and HoneyBook has saved me hugely on making sure that I don't double book any events with their pop up warnings. That in itself is worth it's weight in gold! Above and beyond that, managing our clients has been so much easier with this software! Truly we would be lost without it! Pros HoneyBook has so many great features! I love how everything is so easy to integrate within our business. When you first start out the have helpful videos to get you started and build your work flows. Virtually every part of your client management can be done through HoneyBook, from contracts, billing and invoicing, scheduling, email management and so much more! I couldn't recommend HoneyBook enough. It has made managing our clients through our growing business so easy! Cons Truthfully, I can't really think of anything that I would add or change about HoneyBook. They have been really thoughtful in their development process. Review Source Jordyn C. Independent Beauty Consultant Cosmetics Used the software for: 2+ years ### "How to keep organized while running a business" May 15, 2020 5.0 From the time my prospective clients contact me, throughout the booking process, automatic reminders of upcoming payments, clients being able to pay through honeybook, and even following up after my scheduled time with clients, Honeybook is my biggest tool. Pros Honeybook is essential to running my business and now that I've been a user for more than 2 years, I can't imagine not using it. As a photographer, it is important for me to keep all of my scheduling, contracting, payments, and details as organized as possible so that I don't miss a meeting, or special detail for a wedding or photo session. Every part of my business is streamlined now that I use Honeybook. Reporting on Honeybook is made very easy from being able to see what % I've booked based on the number of signed contracts, where most of my clients find me, and how much money in taxes I need to pay for the quarter. Additionally, Honeybook has an opportunity board where creatives can post about need for associates, styled photo sessions. Finally, if you refer 2 people per year to Honeybook, your cost for the entire year is covered.. can't beat that! Cons There are times when I donate photo sessions to non-profits and want to be able to send an invoice showing how much the session would have cost, then adding a discount to show a $0 invoice but there is not a way to send that without charging the invoice and refunding. I wish that I could do more on the mobile app, but new features are being added frequently. Review Source KJ Kaycee J. Owner Graphic Design Used the software for: Less than 6 months ### "Honeybook is a game-changer for Service Oriented Small-Businesses" August 3, 2022 5.0 The biggest problem that I've struggled with since launching my business is obtaining payment in a timely fashion. Honeybook totally fixed that problem for me. I don't have to give a laundry-list of payment methods or pay for additional payment services, wait around for physical checks, or process e-checks. My customers just plop in their card information and then it hits my bank account. SO. NICE. Pros Honeybook took my booking process to a massively higher level of success. My contracts are all signed, and invoices are paid before I even start designing. I walk my customers through the process and we discuss TAT and rates, next steps, and then I kick them over the Proposal with the same details we discussed during the sale. With other software I've struggled to receive timely payments, or contract signatures. Not anymore! Cons The contract templates are pretty limited to social media management and marketing ops. I think that every business needs their own contracts, period, but it would be nice to have a better starting place for other service providers. Additionally, the emails that Honeybook kicks out for proposals, payments, contracts and the like have reportedly found their way to many of my customer's spam box. I just warn them ahead of time, but it's not super reassuring to some more leery customers. Switched from [PayPal Commerce Platform](https://www.capterra.com/p/179252/PayPal-Checkout/) Paypal kept hitting us with 21 day holds, despite us never having a return in our 6 months of operation. We had to use multiple software touch-points that were just falling totally flat, and killed our conversion rate. We currently have an 80% close rate, thanks to Honeybook! Review Source AD Angela D. Remote Administrative Assistant Executive Office Used the software for: 1-2 years ### "Love this platform!" November 12, 2021 5.0 I love that I can schedule appointments, book contracts, collect payments, and interact with my clients in one palce! Pros The fact that I am able to send contracts and receive payments WITHOUT having to create an account of a secondary payment processing platform was what sealed the deal for me. Cons I would like it if the appointment scheduler allowed us to ask prospects questions and charge a fee like Calendly, and that the time tracker was more profound like Clockify. Alternatives considered [Dubsado](https://www.capterra.com/p/206389/Dubsado/) Reason for choosing HoneyBook The in-house payment processor. Review Source SS Steve S. Business owner Photography Used the software for: 2+ years ### "The sweetest solution for photographers" April 3, 2022 5.0 Honeybook continues to be a game-changer for our photography business. It has been an integral part of our daily workflow for years now. This year they added calendar and booking functionality. Pros Love the customer service. Whenever I need help they are always right there. We use HB for every booking. As soon as a lead goes active, we start a new project and manage everything from communication to proposal to contact to invoicing with HB. Cons There could maybe be more freedom to customize but really it's just an advanced issue. First world problems. Alternatives considered [Dubsado](https://www.capterra.com/p/206389/Dubsado/) Reason for choosing HoneyBook Honeybook is more accessible and ready to deploy. Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Honeybook does so much more for us than just bookkeeping. Review Source Victoria N. Creative Owner Marketing and Advertising Used the software for: 6-12 months ### "One stop project management" June 13, 2022 4.0 It's been pretty great for me. I'm runing a freelance business with just myself and it provides all the tools I need to give my clients options on my services and get them booked. Pros Honeybook is easy to use, customizable and easy for my clients to use as well. I like the projet portals so everything is there for my clients, emails go directly to them. Invoicing is easy and provides my clients with a clear concise copy for their records. Cons Sometimes editing things for a client when they don't like it is more difficult such as payment dates or legal terms if you include the contract with the invoice in the proposal template. Alternatives considered [Dubsado](https://www.capterra.com/p/206389/Dubsado/) Reason for choosing HoneyBook The price was better. My trial period went well and I understood the video tutorials and how to work everything the first time thorugh so I didn't see a need to switch. Review Source SG Sarah G. Venue Owner Facilities Services Used the software for: 6-12 months ### "A must-have!" March 21, 2022 5.0 Honeybrook has greatly simplified the emails and booking and invoicing and management of my clients! I don’t feel like I am possibly forgetting something or missing some thing anymore… it’s all in one place and easily manageable. Pros Before honey book, I had a separate calendar, separate scheduling app, sending contracts on PDF (such a pain!), noting details about clients projects separately… With Honey book, it is all in one nice organized place! The contract and proposal and email templates make it so easy to book a client & the payment reminders and invoicing is a breeze! I’m still learning automations which will simplify things even further! Cons There’s a little room for improvement, which the wonderful customer service has my suggestions about, but those things will only enhance an already great product. Reason for choosing HoneyBook I heard that Dubsado was a lot more complicated to set up. Review Source CP Charlie P. Owner Marketing and Advertising Used the software for: 6-12 months ### "Solid Payment Invoicing & Proposal Tool" June 9, 2022 5.0 8/10. Once the client has paid the first time, their automated recurring payment solution is working really well for me. Pros I moved away from Quickbooks online because they didn't have an easy way to send customers automatic recurring invoices. Honeybook had pre-built service agreements along with the automated recurring payments feature I needed for my business. It was appealing to work with them because set up was very easy to get what we needed up and running Cons After a client pays their invoice, it usually takes 12-24 hours for Honeybook to send me a confirmation email saying they've paid. This is (I don't use this word often) absurd. With Quickbooks, I know payment confirmation comes in within 10 minutes. Especially if I am going to start work with a client right as they pay, this hurdle in their platform stops me from getting to work right away. It usually leads to me emailing my customer "Did you pay the invoice?" then them replying "I did!" then me looking into Honeybook wondering why the heck it hasn't come in and making me look foolish to my client... Then I finally get the notification the next day. It's the #1 feature request they need to get updated. Alternatives considered [Stripe](https://www.capterra.com/p/123889/Stripe/)[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Reason for choosing HoneyBook Because they have online scheduling, and pre-built proposals/service agreements to use. More of an all-in-one platform. Review Source CQ Charity Q. Photographer Photography Used the software for: Less than 6 months ### "Major time and stress saver!" April 8, 2021 5.0 Honey book was recommended to me and I knew one day in to the trial. That I was in love! It truly is like having your own personal secretary in your pocket. Honey book do this. Done. Honeybrook do this. Done. It has made my business much more efficient and effective and given my clients a much better and more professional experience. Pros Every feature honey book has is useful! It’s like they know exactly what you need even before you do! Cons The program has so many capabilities that I know I am not using it to its full potential. Because each company is different I know it would be impossible to walk everyone through what their company needs but I wish I could snap my fingers and understand it all Review Source AG Abigail G. Owner Photography Used the software for: 2+ years ### "HoneyBook is amazing!" November 4, 2019 5.0 It’s been great!! Any time I’ve had an issue it’s been resolved quickly. I do find that asking a question in the group & getting a personal email is rather annoying. I specifically ask in Facebook for a reason - so when I get an email I usually don’t see it right away whereas I’m looking for a notification or other users experiences. Pros User friendly for both myself and my clients, ease of set up (love that they do most of the upload work & it’s easily changeable!), the community it’s created, & the “opportunities” section. Cons 1\. I wish there was more internal automation, like the workflow applied just sent out the emails and not prompted me to act. 2. While “linked” with Calendly, it’s not linked in the correct way. I wish when someone signed up for a slot in Calendly, it could generate an automatic proposal that I could look over before sending, or sent automatically. When adding my “Calendly link” to a honeybook email, the link always fails. I don’t use Calendly enough to have this be a major issue, just a nuisance. 3. More flexibility in personal branding & branding the contact form. I don’t currently use the form on my site because of this. Alternatives considered [Tave Studio Manager](https://www.capterra.com/p/92909/Tave-Studio-Manager/) Reason for choosing HoneyBook The user interface, client experience, and community. Switched from [Iris Works](https://www.capterra.com/p/149597/Iris-Works/) Honeybook had more tools I enjoyed using! Review Source Response from HoneyBook November 15, 2019 Thank you for being a member Abigail! I know you will be excited about some upcoming functionality we'll be releasing in early 2020! I'll be sure to share your feedback with the product team. AS Ariel S. Owner/ Lead Photographer Photography Used the software for: 2+ years ### "Honeybook is AMAZING!!! " May 25, 2022 5.0 My overall experience with Honeybook has been incredible. I use the program for contract, invoices, payment processing, reports, automations, client contact, calendars, questionnaires, and so much more! Pros What I love most about Honeybook is that most of my business needs can be handled through them! Aside from client galleries- it’s all done here on Honeybook. The program is organized, intuitive, and includes so many features! It’s easy to learn and use. I can’t imagine running my business without it! Cons I have no cons. This meets and exceeds all expectations that I would have for a CRM. Alternatives considered [Dubsado](https://www.capterra.com/p/206389/Dubsado/)[Pixieset](https://www.capterra.com/p/207189/Pixieset/) Reason for choosing HoneyBook Honeybook is so much more user friendly and easy to use! Review Source ML Matthew L. Operations Manager Events Services Used the software for: 6-12 months ### "Streamline your Booking Experience" October 30, 2023 4.0 The software has made our small business more efficient and allows us to focus on the clients, as we run a client based business, it is important that we can take the time we used to spend invoicing, requesting contracts, and following up on payments to interact with our clients more. Pros Honeybook streamlines your process into an easy to use system, once the initial set up, from questionnaires to Invoices and Contracts you have all the tools you need to manage your projects. The desktop and mobile app add flexibility to what you can do with your business at home, in the office, or on the go. Cons The setup process is a bit tricky and unless you have familiarized yourself with template creation, pay someone to build your templates, or find a premade on to edit to work for your needs it is a bit overwhelming if you have no experience at all with creating online templates or websites. Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) QuickBooks did not provide the updated features we were looking for and although it has many tools to use it isn't a smooth transition into each step for our clients. 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