# Compare Canopy vs QuickBooks Online 2026 | Capterra

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

Source: https://www.capterra.com/compare/150647-190778/Canopy-Tax-vs-QuickBooks-Online

---

# Canopy vs QuickBooks Online Features and Cost Comparison

Last updated June 3rd, 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:

CanopyQuickBooks Online2/4 selected

[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[4.3 (8,464)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/)

[## Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.5 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

Starting Price

$22.00/month

Value-for-Money

4.2

Functionality

4.3

Ease of Use

4.5

Customer Service

4.5

Reviews Sentiment

Based on [286 reviews](#user-reviews)

Positive

267

Neutral

9

Negative

10

[## QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[4.3 (8,464)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/)

Starting Price

$38.00/month

Value-for-Money

4.2

Functionality

4.3

Ease of Use

4.2

Customer Service

4

Reviews Sentiment

Based on [8,464 reviews](#user-reviews)

Positive

7,287

Neutral

713

Negative

464

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## Summary

* * *

Key features rated by users

Features selected based on 7,874 reviews from accounting 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

\--%Fit

Missing features

Feature ratings

Income & Balance Sheet

NA

Chart of Accounts

NA

Financial Reporting

4.4

Document Management

4.8

Data Security

NA

65%Fit

Missing features

Feature ratings

Income & Balance Sheet

4.5

Chart of Accounts

4.5

Financial Reporting

4.4

Document Management

NA

Data Security

NA

User satisfaction

User satisfaction

4.5

User reviews[286](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

Ease of use

4.5

Functionality

4.3

Value for money

4.2

Customer support

4.5

User satisfaction

4.3

User reviews[8,464](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/)

Ease of use

4.2

Functionality

4.3

Value for money

4.2

Customer support

4.0

Price starts from

Price starts from

$22Per User, Per Month

-   Free version
-   Free trial

Price starts from

$38Flat Rate, Per Month

-   Free version
-   Free trial

Best for

Best for

Canopy is suited for midsize accounting firms in need of a comprehensive accounting practice management solution to organize their team, their workload, and their clients from one platform.

Best for

QuickBooks Online is used by freelancers, accountants, bookkeepers, CFOs, financial managers, contractors, retailers, professional service providers, nonprofits, and charities.

## User reviews

Pros & cons

NB

Neal B.

Office Manager

> "Our clients like it because they can more readily communicate with the tax preparers, unload documents, review the tax..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7078810)

LV

Larissa V.

Office manager

> "That certain features aren't included like an appointment scheduler, or the ability to schedule Emails."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7063679)

AC

Amanda C.

Tecnical Services Administrator

> "It made accessing all client info faster, saves us time with files, helped us standardize processes, cut out busy work and..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061441)

VH

Veronique H.

Assistant

> "I also don't like the fact that I cannot bulk assign tasks within the task area, only within the client list."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064692)

AL

Alina L.

Owner

> "It brings together client management, workflow tracking, document storage, and tax resolution tools into one centralized..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061528)

AP

Alicia P.

COO

> "Tried to get assistance requesting a phone call, however no one called me. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7065848)

AS

Andrew S.

Partner

> "The value you get for having most of the tech deck all in one spot cannot be beat! Plus it is pretty intuitive and has..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061363)

CE

Christina E.

Partner

> "Software was not really built for public accounting."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7067692)

SB

Shari B.

Firm Administrator and Staff Accountant

> "This software really feels like it has been made for a small business but can grow with a company. If we didn't utilize..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064783)

AK

Abby K.

Accounting Manager

> "Also, mobile access could be smoother it's functional, but not great on the go."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#SoftwareAdvice___6851962)

MA

Max A.

CPA

> "Canopy is an all-in-one solution for our client information, files, portal, and time & billing. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7067782)

CE

Christina E.

Partner

> "Reporting has a lot to be desired. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7067692)

MA

Mariela A.

Office Manager

> "Canopy gives us one clean, centralized place to manage client communication and tax workflow."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064790)

CR

Christine R.

Founded CEO

> "I wish there was better customer service ."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7069433)

SG

Sophie G.

Partner

> "The platform enables small businesses or solo practitioners to stay organized and operate with the efficiency of a larger..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7134217)

CB

Cortland B.

Firm Owner

> "That pricing approach feels archaic and outdated."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061361)

NH

Natalie H.

Certified Accounting Paraprofessional

> "The ability to securely share and receive files from clients is a game-changer!"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7072260)

RP

Rachel P.

Partner

> "Customer Service has been hit or miss - sometimes very helpful and sometimes more frustrating."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061488)

MA

Mariela A.

Office Manager

> "From our side, it keeps us organized and compliant, and from the client’s side, it feels simple and professional, which is..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064790)

GB

Gabriel B.

job cost manager

> "Its a little slow sometimes but I am not sure if its our service."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___6791156)

SG

Sophie G.

Partner

> "It has become an essential part of my daily operations and is especially well-suited for accounting and tax preparation..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7134217)

TS

Teresa S.

Owner

> "The cost of the product was too expensive for a small company."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___6631016)

AS

Andrew S.

Partner

> "I have worked at a large firm and clients much prefer using this for file sharing, making payments and having everything..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061363)

BM

Brian M.

CPA

> "I personally feel that the e-signature process is a bit clunky, but that's probably just because I don't have much..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4362597)

JA

Jassim A.

Insurance coordinator

> "Task management and client communication features reduce a lot of stress, and the system keeps everything organized..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061364)

AL

Andrea L.

Owner

> "I will probably let go of the workflow module, though, when my subscription is up because there's a lack of collaboration..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4092622)

VR

Verified Reviewer

Analyst

> "Good for accounting and tax calculation needs for who want everything in one system. Once you get used to it, makes work..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7013073)

JO

John O.

CEO

> "We can't add new payments, can't run old payments and we now don't see decline codes. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4799394)

CN

Carrie N.

Tax Administrative manager

> "Love that we can do billing, client support, and workflows!"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7073856)

JF

Jayme F.

Secretary

> "That we did not know enough about how to get the reports we needed to keep up with how many returns we actually got out..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4385173)

JA

Jassim A.

Insurance coordinator

> "Canopy unite all client information, files, and tasks into one place, which makes daily work much easier."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061364)

AH

Amy H.

Enrolled Agent

> "Recently the request transcript tool is not working when trying to request new updated transcripts."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4439535)

ML

Melissa L.

Owner

> "We LOVE that Canopy brings all the information and documentation needed to one place."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7063956)

AM

Austin M.

Principal

> "That, and I found some of the automations (like engagement letters for example) were clunkier to use than those of..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3747550)

BB

BRIANA B.

Owner

> "Sharing and requesting files with clients is amazing!"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7065066)

Juventino G.

Owner

> "What keeps me at Canopy is not wanting to invest the time in moving my clients files over to a new system, notifying my..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3215689)

AK

Abby K.

Accounting Manager

> "What I liked most about Canopy is how much time it saves managing client documents and deadlines."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#SoftwareAdvice___6851962)

SL

Shelley L.

Enrolled Agent

> "We often receive incoming calls in which the name listed on the caller ID is not the name of the actual person. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4324695)

LS

Leonid S.

Director of Tax Services

> "Organization of files in Canopy are very reliable and easy to go back and retrieve anything you need. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7074328)

JB

Jessie B.

President

> "Small things, like I can lose track of tasks if I fail to assign them to someone."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4372385)

LS

Lesley S.

VP Operations

> "The platform has improved efficiency across our firm and helped streamline key processes."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061894)

RW

Rachel W.

CEO

> "Also, the Calendar sync only uses my calendar not my shared calendars, so my staff doesn't see my schedule there"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3238178)

SB

Shari B.

Firm Administrator and Staff Accountant

> "We really like that we can now access information from one "area" so to speak."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064783)

TR

Tina R.

Tax Manager

> "It doesn't have a client chat feature so organizing client correspondence by email can be somewhat difficult with the..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3239614)

GK

Garrett K.

Managing Member

> "The ability to have tasks reoccur automatically is great!"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064800)

DV

Daniel V.

Attorney

> "It just got too much to track and too expensive relative to other software providers."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3682021)

ML

Melissa L.

Owner

> "Managing work flow has never been easier with Canopy's intuitive tools."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7063956)

JP

Jamie P.

Bookkeeper

> "Time tracker is my least favorite as it's hard to remember to turn it off sometimes."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4371514)

KS

Kamila S.

Tax Manager

> "Canopy offers a very intuitive and well-organized platform that significantly improves workflow efficiency."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061404)

VR

Verified Reviewer

Tax Project Admin

> "The Project Management Aspect point of view, tasks can be monitored, however, they are not represented in the best way to..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3215647)

GA

Giselle A.

Accounting Operations Specialist

> "It’s modern and easy for clients to navigate, which makes the entire process smoother for our firm and our clients."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061365)

SS

Stephen S.

CEO

> "It is seemingly incomplete with a few things that seem to be easily fixable if they were given attention"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4385217)

CDG

Carra-Danielle G.

Office Admin. Facilities Operations

> "Canopy is a wonderful central hub for team communication, company updates, and resources."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7044068)

VR

Verified Reviewer

CPA

> "Setting up recurring tasks was challenging and I was unable to get it to work."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3820430)

DB

Detra B.

Business Administrator

> "Sharing files and receiving signatures has been beneficial for our firm."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061373)

AR

Alison R.

CEO

> "This seems dumb and a waste of accounts, my and my team’s time, my money and the client perception and experience. If i..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3217403)

TS

Tomi S.

Admin Manager IT

> "The ability for the clients to have a portal is the best."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061480)

LC

Larry C.

Accounting Supervisor

> "I can create customized lists, but I can't download the customized list. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3237724)

KB

Kalvin B.

Tax Accountant

> "We can just about complete our entire tax workflow and process through Canopy."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061369)

VR

Verified Reviewer

CPA

> "Setting up tasks was more complicated than it needed to be."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3820430)

MW

Mary W.

Innovation Strategist

> "It’s a system that keeps evolving and making our lives easier."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064624)

MH

Mary H.

Office Manager

> "Email search function is less than ideal/doesnt work at all from within a client."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3231813)

KB

Kalvin B.

Tax Accountant

> "Also, integrating different AI features to help ease the overall experience."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061369)

AW

Al W.

Enrolled Agent

> "Getting transcripts from the IRS using Canopy can be a challenge."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3225157)

CE

Christina E.

Partner

> "Staff was attentive and got us the answers we needed."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7067692)

DB

David B.

Owner/Manager

> "Moving actual data files has been an extremely slow process and has consumed many days of work."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3217509)

JB

John B.

Partner

> "The reports are easy to run and report lots of information."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7064635)

AR

Amanda R.

Payroll and HR Lead

> "Unable to change some titles of the saved folders"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3215719)

ML

Mike L.

Tax Manager

> "We are impressed by the continued improvements and features that have rolled out over the years and we look forward to..."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061512)

NH

Nicole H.

Manager/Owner

> "The syncing with QBO hasn't been as easy as I'd like, but that may be an Intuit issue as well. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3225096)

PH

Pam H.

Owner and tax preparer

> "My customers find it intuitive to use as well."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7069805)

AT

Audrey T.

PRACTICE MANAGER

> "Onboarding was a nightmare. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___4494408)

NB

Neal B.

Office Manager

> "The learning curve for canopy is quite easy. "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7078810)

TT

Tino T.

Accountant

> "Customer service response time can be slow at times"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3262512)

AR

Amy R.

Owner

> "Clients have no problems connecting to and using their Client Portal."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061422)

JS

Julie S.

Owner

> "Some of the task templates are too detailed and my inbox gets loaded with emails I don’t want or need"

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___2864346)

ML

Megan L.

Assistant Principal

> "Canopy is easy to navigate, simplifies my tasks, and helps me manage information with team members efficiently."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___6747110)

VR

Verified Reviewer

Owner

> "Customer service always says leaves a message and then never calls back."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#GetApp___2979319)

PD

Pat D.

Senior Accountant

> "Canopy is an excellent piece of software for accounting firms."

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___7061372)

NH

Nicole H.

Manager/Owner

> "I keep getting "Pull Failed". "

[See full review](https://www.capterra.com/p/150647/Canopy-Tax/#Capterra___3225096)

[View Reviews](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

JB

Jillean B.

Manager

> "This feature allows me to provide prompt and effective support to my employees, ensuring they receive the assistance they need, regardless of their location or my own, which significantly..."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7153230)

JF

Julie F.

Office manager - payroll coordinator

> "has sent his ID three separate times, bank statement, federal id info, phone bills, letters from our bank, to "verify" and they told us it was all good and then lock us out of payroll so now..."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7161458)

KUMAR H.

Account executive

> "I mainly used it for managing basic accounting task, reporting , aging report, Ar report invoices tracking, it help me to stay organised and reduce my manual working."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7115950)

JB

Jillean B.

Manager

> "This deficiency directly contributes to inaccuracies in inventory records, increasing the risk of stockouts, and complicating efforts to effectively optimize sales strategies and forecast..."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7153230)

LA

Lauren A.

Administrator

> "The payroll function is so beneficial with Quickbooks tracking live checks and auto-creating labor and tax reports, and filing and paying taxes automatically."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7141459)

Arianna W.

Owner

> "There is no way to reliably set up what is relevant and how to record different suppliers, no chance to have categories remembered, even when defining defaults."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7075101)

NC

Nikki C.

Permit Technician

> "It handles core tasks like invoicing, expense tracking, and financial reporting efficiently, and the automatic bank syncing helps keep records accurate and up to date. While there is a..."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7136893)

Kevin H.

Owner

> "the dates. if i change a date on an estimate sheet, that carries through to the invoices and if i dont catch it my clients get overdue invoices. "

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7103185)

Nathan H.

Owner

> "It’s a robust program that gives small businesses like myself a way to track accounting, invoicing and credit card, etc. payments all in o e and at an affordable rate."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7104187)

KA

Khyan A.

Administrator and Senior Story Board Artist

> "Some workflows aren’t always as intuitive as they first appear, especially for non-finance users. As the system scales with more data, performance can occasionally slow down, particularly in..."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7153651)

TJ

Tyler J.

Owner

> "Allowing me to add my Bookkeeper to gain access makes this a lot easier come tax time which saves me! Though I use a CRM platform for my invoicing and payments, QBO has those features and..."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7063977)

MM

Maria M.

HR Manager

> "Additionally, as data volume grows, the system may become slower, which can impact efficiency during high-volume tasks like reconciliations or reporting."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7130664)

NC

Nikki C.

Permit Technician

> "The real-time syncing with bank accounts is especially helpful because it keeps everything updated automatically, and the dashboards give a clear snapshot of cash flow and business..."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7136893)

AR

Andrew R.

Operations

> "QuickBooks Online lacks advanced features found in the desktop version, such as advanced inventory, job costing, and industry-specific tools."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7045404)

KS

Kaitlyn S.

Executive Director

> "We also appreciated the ability to categorize donations, track grants, and quickly pull year-end reports for audits and budgeting."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7125089)

MH

Maranda H.

Founder

> "It is overly complicated and has no real budgeting features for true cash flow planning, think every dollar systems."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7134631)

VR

Verified Reviewer

Customer Support

> "The dashboard gives a clear, real-time snapshot of your finances, and navigating between invoicing, expenses, and reports feels seamless."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7113370)

JC

Jacob C.

Owner

> "Unable to submit returns directly through a portal, lack of automated ai bookkeeping, difficult to navigate"

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7164223)

VR

Verified Reviewer

COO

> "Our resources are limited, so QBO is a good, inexpensive tool to help us manage several key areas like bookkeeping, invoicing, reporting."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7100561)

SR

Samantha R.

Finance

> "QuickBooks Online can be quite pricey, has limited customization, and it has occasional sync glitches."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7130955)

KS

Kaitlyn S.

Executive Director

> "The platform improved organization and transparency in our financial tracking and made it easier to prepare reports for the board and budgeting."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7125089)

HG

Hollie G.

Office Manager

> "This happens especially after random updates (unnecessary for the most part) and the techs have no idea how to help as they are restricted by the new updates and cannot really offer a work..."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7136253)

Nathan H.

Owner

> "It allows me to track my hours, receipts and makes invoicing easy so that I don’t have to worry about making mistakes."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7104187)

JS

Jonathan S.

Founder

> "Bank and credit card accounts frequently disconnect for no apparent reason, and reconnecting them can be time-consuming and frustrating."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7160845)

Gena T.

Owner

> "Mobile app functionality – The mobile app allows quick checks, invoicing, and receipt capture on the go."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7064951)

RB

Ramona B.

Principal

> "I have spent over an hour and a half with customer support to learn that there is no way to run a report that reflects only business miles, even though they are tracked. "

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7124657)

JS

Jonathan S.

Founder

> "It offers a solid set of accounting features, financial reporting, invoicing, and bank transaction management."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7160845)

VR

Verified Reviewer

COO

> "We wanted to use the bill pay feature, but it required an extra fee at the time (not sure if this is still the case), and we didn't want to pay the premium."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7100561)

AZ

Andrew Z.

Operations Manager

> "It has been a blessing for managing our company's financing. Because it is always available through a web browser, means that I can always handle any invoicing need no mater where I am."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7109418)

LH

Lyla H.

Administrator

> "Our customers became linked and I am still trying to figure out how to link their payments to them so it stops showing overdue invoices but the last 3 people recommend I pay for this help but..."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7046492)

KA

Khyan A.

Administrator and Senior Story Board Artist

> "Team collaboration is also decent, particularly when multiple users (like finance teams, accountants, or managers) need access to the same financial data in real time."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7153651)

VR

Verified Reviewer

Owner

> "They often roll out "updates" that seem to be just a layout rearrangement with no notice, and it’s a productivity killer."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7131609)

KA

Khyan A.

Administrator and Senior Story Board Artist

> "QuickBooks Online is a solid, easy-to-use accounting platform that works well for day-to-day financial management without needing deep accounting knowledge."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7153651)

SS

Stephanie S.

Bookkeeper and Treasurer

> "I don't like that it works to ensure that people without an accounting background can record data accurately however its not as useful when you know what the accounting that you want to do..."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7047209)

JG

Jasmine G.

Office Assistant

> "From tracking expenses and managing vendor payments to generating detailed reports and preparing payroll, QuickBooks gives me the tools I need to support daily operations efficiently."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___6866198)

VR

Verified Reviewer

Founder

> "For a small business, I didn't need the fancy reporting capabilities, and felt that paying for them was not the best use of my capital."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7071195)

VR

Verified Reviewer

General Manager

> "The automation features—bank feeds, recurring invoices, and rules—save a ton of time, and the dashboard gives a clear snapshot of cash flow without needing to dig around."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7055195)

BV

Bradley V.

Owner

> "Their deceptive practices and inadequate support have caused significant damage to my credit score, and their refusal to rectify the situation speaks volumes about their customer service..."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___6400076)

PM

Patrick M.

Chief Accountant

> "QuickBooks Online offers features that enables me to streamline processes such as invoicing, time tracking on projects and billing."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___6873189)

NC

Nikki C.

Permit Technician

> "It can also get expensive as you add more features or users, and certain useful functions are only available in higher-tier plans."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7136893)

BB

Brent B.

VP Business Development

> "Quickbooks Online is a very efficient product that gives our small business real time data and reports to help us guide all of our decision making and track our progress and goals in real..."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7016100)

MK

Michelle K.

Accountant

> "It has been difficult to convert our data from Desktop and the loss of ability to have multiple invoice templates from different departments has caused us to restructure our billing..."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___6716163)

JI

Jack I.

IT Consultant

> "Quickbooks helps me keep my business finances in check, automatically synchronises with my bank and helps me manage payroll, of which I wouldn't ordinarily know where to start with."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7031654)

JF

Julie F.

Office manager - payroll coordinator

> "They did not tell us they locked us out, they just did it and when we went to process payroll Monday we got a message that we are locked out and they need to verify AGAIN!!!!!!"

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7161458)

TB

Thomas B.

Bookkeeper-Administrator

> "Invoicing and payments are seamless, and financial reporting tools provide all the insights we need without extra software. Because it’s cloud-based, we always have secure access to our..."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7041164)

KP

Keyur P.

Field service technician

> "Sometimes Quickbooks slows upload the photos when network issues"

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7115848)

STS

Sandra Toribio S.

Accounting Specialist

> "QuickBooks online gives you all your business features at your fingertips income and expense tracking, invoicing, bill payment, bank reconciliation and even payroll."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7008683)

BN

Bruce N.

President

> "Very frustrating to use, stop allowing QB to integrate with Bank account, too many double entries, making bank and credit card reconciliation a problem."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7061681)

Cayla F.

Paralegal

> "Quickbooks is a great program for easily sending invoices and receiving payments. Although it did have a few bugs in the early stages and we encountered some issues, they seem to resolve them..."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7117286)

Andrew H.

Company Director

> "It's not a simple case of just uploading receipts, you have to manually edit a lot of expenses"

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7154184)

Shahid Jamil K.

ACCOUNTANT

> "QuickBooks Online provides a modern, cloud-based accounting experience designed for small to medium-sized businesses that value convenience, automation, and collaboration."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7036526)

MA

Mallory A.

Director of Operations

> "It unchecked my authorization to charge a client's card but said paid so I missed out on months of a client's payment."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7136391)

KA

Khyan A.

Administrator and Senior Story Board Artist

> "It’s particularly useful for invoicing, expense tracking, and giving visibility across business finances in real time."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7153651)

VR

Verified Reviewer

Accountant

> "The payroll feature can be more updated and user friendly, I found it to be a bit of a hassle to use and not user friendly compared to some other softwares out there."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7085286)

LS

Loren S.

Managing Director

> "There's a lot of depth to it for a bookkeeping software, where a good accountant can make the most of each subscription tier with some creativity."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7155674)

EJ

Ethan J.

Auditor

> "My only issues with quickbooks is that the appearance is quite outdated and not as easy to use compared to other systems like Xero."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7104389)

Roger A.

Owner

> "I like how it helps manage expenses, invoices, and basic accounting in one place for a fair price."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7078839)

VR

Verified Reviewer

IT SYstems Administrator

> "The stipulation is that if you lose internet connectivity, you potentially lose access."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7130213)

JD

Jeremiah D.

Owner

> "Now with a highly competent bookkeeping team and new AI tools for uploading receipts and invoices, things have improved and I'm getting the business data that I need."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7011619)

KB

Kim B.

Owner

> "I find the cost for Quickbooks in Canada a bit steep for certain features. But this is pretty common with most products in Canada these days!"

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7138408)

JB

Jillean B.

Manager

> "The invoicing system is incredibly user-friendly, not only for my team but also for my clients, who find the payment process to be very convenient and efficient, contributing positively to..."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7153230)

Dana P.

CVOM

> "QuickBooks Online can get a bit pricey over time, and some features feel limited unless you upgrade."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7142501)

Gena T.

Owner

> "What I like most about QuickBooks Online is the remote access, which allows me to work from anywhere in the world."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7064951)

BV

Brooke V.

Accountant

> "Had a credit card cancelled and tried updating QB to our new card, it would not accept a new card in their system, they promised it was on their end and they were working on it, nothing..."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___6520797)

SP

Sara P.

Director of Operations

> "It simplifies our customer management by keeping account notes, invoices, and payments organized."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7065789)

Jennifer H.

Service Billing Administrator

> "Features move without warning, which disrupts workflows and slows down routine tasks."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7137965)

Eri D.

Owner

> "My clients use different software unique to their industry, Quickbooks makes this seamless by offering an integration for most if not all."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7147306)

Soner H.

CEO

> "Sometimes it can be overwhelming to adjust to a new expense. And the bank connection always disconect after 6 months"

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7097469)

VR

Verified Reviewer

Owner

> "It needs a bit cleaning up, but as you go through the cleaning process you get to understand the categories better and come up with a great organization of all your transactions and movements."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7118775)

SA

Suman A.

Owner,Bookkeeper,TaxPreparer

> "Can run slow at times and has an occasional sync issue with bank feeds."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7161957)

NE

Nicholas E.

Framer

> "Quickbooks online is a very user-friendly, intuitive website that simplifies accounting, budgeting, invoicing."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7164122)

PT

Paolo T.

CEO

> "The program has not allowed me to connect to my bank account for two months and every time I try it tells me that it is under maintenance (I don't know what) until January 2026."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___6841098)

VR

Verified Reviewer

Chief Financial Officer

> "What I like most about QB Online is its convenience, user-friendly interface (ease of use for non-accountants, and the various standard reports for analyzing the financial activity and..."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___6870144)

VR

Verified Reviewer

CAO

> "Sometimes the Tasks do not show up and have to refresh the page several times."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7107298)

JR

Jack R.

Accounting Specialist

> "The reporting feature is especially useful because you can customize and save your own report formats."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7110184)

JW

Julia W.

CFO, accountant, tax preparer

> "Overall everything now involves pop up windows and side bars that open up and push the working area of QBO off the side where you can no longer see your data."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7020308)

KH

Kathy H.

Project Manager

> "Financial reports are everything I need and invoicing and payments save me so much time; especially using the automatic payments monthly for multiple clients."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7030094)

JW

Julia W.

CFO, accountant, tax preparer

> "The new invoice layout is slow and cumbersome and has increased the amount of clicks required multiple times over."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7020308)

AB

Anna B.

Kinesiologist

> "The app is secure and contains all the features I need to do my invoics and my financial reports."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7138786)

E

Eren Ç.

Architectural specialist

> "sometimes reloading too slow when you try to refresh. when you clocking in and out bells sings loudly."

[See full review](https://www.capterra.com/p/190778/QuickBooks-Online/#Capterra___7133959)

[View Reviews](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/)

## User interface

4.53 (286)

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)

4.34 (8,464)

## 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

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Access Controls/Permissions

207

Important

Accounts Payable

150

Important

Accounts Receivable

120

Important

Canopy

30/45

-   Access Controls/Permissions
-   Accounts Payable
-   Accounts Receivable
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   API
-   Approval Process Control
-   Audit Management
-   Audit Trail
-   Bank Reconciliation
-   Billing & Invoicing
-   Budgeting/Forecasting
-   Cash Flow Management
-   Chart of Accounts
-   Compliance Management
-   Currency Conversion
-   Data Security
-   Document Management
-   Encryption
-   Expense Tracking
-   Financial Consolidation & Close Management
-   Financial Management
-   Financial Reporting
-   Fixed Asset Management
-   Fund Accounting
-   General Ledger
-   Generative AI
-   Income & Balance Sheet
-   Mobile Access
-   Multi-Currency
-   Multi-Location
-   Payment Processing
-   Payroll Management
-   Project Accounting
-   Purchase Order Management
-   Quotes/Estimates
-   Receipt Management
-   Recurring/Subscription Billing
-   Reminders
-   Sales Tax Management
-   Status Tracking
-   Tax Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/150647/Canopy-Tax/#features)

QuickBooks Online

Top features

33/45

-   Access Controls/Permissions
-   Accounts Payable
-   Accounts Receivable
-   Activity Dashboard
-   Activity Tracking
-   AI Copilot
-   API
-   Approval Process Control
-   Audit Management
-   Audit Trail
-   Bank Reconciliation
-   Billing & Invoicing
-   Budgeting/Forecasting
-   Cash Flow Management
-   Chart of Accounts
-   Compliance Management
-   Currency Conversion
-   Data Security
-   Document Management
-   Encryption
-   Expense Tracking
-   Financial Consolidation & Close Management
-   Financial Management
-   Financial Reporting
-   Fixed Asset Management
-   Fund Accounting
-   General Ledger
-   Generative AI
-   Income & Balance Sheet
-   Mobile Access
-   Multi-Currency
-   Multi-Location
-   Payment Processing
-   Payroll Management
-   Project Accounting
-   Purchase Order Management
-   Quotes/Estimates
-   Receipt Management
-   Recurring/Subscription Billing
-   Reminders
-   Sales Tax Management
-   Status Tracking
-   Tax Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/190778/QuickBooks-Online/#features)

### Recognition

Canopy is recognized as a top-rated tool in 3 Capterra Shortlist reports

QuickBooks Online is recognized as a top-rated tool in 3 Capterra Shortlist reports

### Deployment & support

Canopy

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

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

Canopy

-   By Canopy
-   Located in United States
-   Founded in 2013

QuickBooks Online

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

## Popular Comparisons

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[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[4.34 (8,464)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/)

vs

[QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/)[4.37 (2,562)](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/reviews/)

$38/month

Price

$1922/year

4.3

Features

4.3

4.2

Ease of Use

4.3

[View full comparison](https://www.capterra.com/compare/190778-212058/QuickBooks-Online-vs-QuickBooks-Desktop-Pro)

[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

vs

[Sage Intacct](https://www.capterra.com/p/76/Intacct/)[4.28 (687)](https://www.capterra.com/p/76/Intacct/reviews/)

$22/month

Price

Contact vendor for pricing

4.3

Features

4.2

4.5

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/76-150647/Intacct-vs-Canopy-Tax)

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[4.34 (8,464)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/)

vs

[Sage Intacct](https://www.capterra.com/p/76/Intacct/)[4.28 (687)](https://www.capterra.com/p/76/Intacct/reviews/)

$38/month

Price

Contact vendor for pricing

4.3

Features

4.2

4.2

Ease of Use

4.2

[View full comparison](https://www.capterra.com/compare/76-190778/Intacct-vs-QuickBooks-Online)

[Canopy](https://www.capterra.com/p/150647/Canopy-Tax/)[4.53 (286)](https://www.capterra.com/p/150647/Canopy-Tax/reviews/)

vs

[TaxDome](https://www.capterra.com/p/186749/TaxDome/)[4.72 (3,594)](https://www.capterra.com/p/186749/TaxDome/reviews/)

$22/month

Price

$800/year

4.3

Features

4.6

4.5

Ease of Use

4.5

[View full comparison](https://www.capterra.com/compare/150647-186749/Canopy-Tax-vs-TaxDome)

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[4.34 (8,464)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/)

vs

[QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[4.44 (1,044)](https://www.capterra.com/p/189398/QuickBooks-Online/reviews/)

$38/month

Price

$235/month

4.3

Features

4.4

4.2

Ease of Use

4.4

[View full comparison](https://www.capterra.com/compare/189398-190778/QuickBooks-Online-vs-QuickBooks-Online)