OneUp Accounting Software Review – 2020

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OneUp is unique because it offers a variety of features like CRMs, invoicing, bank reconciliation, and linking bank accounts. It has some parallels to Zoho as it has a CRM along with systems to help manage business income and expenses. Like Quickbooks, users can easily categorize businesses expenses with a switch of a button. This automatically flows to the income statement, which makes life easier around tax time.

This platform is unique because it automatically updates sales tax. Many stores especially those that sell online in multiple states should be mindful of sales tax. Automating the sales tax process will help businesses save more time and stay in compliance with the state tax authorities. In addition, it’s known for the simple and accurate bank reconciliation process. This allows bookkeepers to accurately match transactions vs. bank accounts. Other systems have this feature as well, but many don’t offer this tool.

Check out our roundup of Best Small Business Accounting Software

 

Features

Oneup can be a great, well-rounded choice for smaller businesses and freelancers. It wouldn’t be ideal for larger firms as it doesn’t have payroll options. However, it’s inventory options are among the best as it helps small business not run out of stock. This can be damaging to any product-based business, and Oneup has many processes to prevent this. For example, it transfers inventory data seamlessly to the accounting platform and it integrates with payment processors like Square. It also has notifications that advise business owners when they’re low on inventory.

It also has a state of the art invoicing system. These invoices are customizable, can be automated and are automatically posted in the books. It also doesn’t put a cap on the amount of invoices users can send per month. Also, it’s CRM is more detailed than other competitors and shows features like calls, opportunities, leads, and quotes. Besides being able to store basic customer information, it allows small business owners to stay on top of their daily schedules.

Pricing

One Up has 5 options which are Self, Pro, Plus, Team, and Unlimited. Each system costs $9, $19, $29,$69, and $169 per month respectively. The main differences between each option are the service level and the number of users. The self option only allows one user and doesn’t receive one on one support. On the other hand, the pricier options allow more users with an unlimited plan allowing unlimited users. These plans also include one on one support, which can greatly lessen any learning curve.

Oneup also offers new users a 30 day free trial with unlimited users and access to all features. Lastly, it can have discounts, so it’s wise to check its website.

Customer support

Oneup has one on one support for its higher-paying members. This is a big differentiator among other options and users can invite their accountant or bookkeeper to help. It also has a knowledge center with helpful articles and an FAQ section. Oneup has phone support, although it didn’t make that apparent on its website. Also, this feature is mainly for users that have purchased more expensive plans. Lastly, it has chat and email support for all users, which has been reported as very quick. This firm prides itself on its stellar customer service and knowledge portal.

However, it has a limited social media presence, unlike other competitors. While it has a blog, a lack of social media presence could hamper client acquisition and education strategies.

Pros

  • No caps of invoicing or other features: This program doesn’t cap users on monthly fees and other important areas, except the number of users. It’s nice that the company doesn’t nickel and dime its clients on small upgrades.
  • Detailed Inventory Report: It’s detailed and automated inventory systems are one of the best features of this platform. Many products lack or have inadequate inventory reporting. However, this choice has ways that will help businesses not run out of stock again.

Cons

  • No Payroll: This could be a big deal-breaker for larger firms. Payroll and contractor management is crucial for bigger businesses. Thus, this may not be the best option if a small business needs HR services as well
  • Lacks Project Management Tools: It lacks the time tracking and project management tools that alternatives like Zoho have. This isn’t ideal for businesses that want to have systems to better manage employees and contractors.

Rating breakdown

  • Overall: 4
  • Features: 4
  • Price: 4.5
  • Ease of Use: 3.5
  • Customer Service: 4

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