Which accounting features do you actually need?
Which accounting features do you actually need?
Small-business accounting checklist
Most small businesses need a dependable core, plus a handful of features that depend on how they trade. Read across each row rather than choosing a brand first.
Small-business accounting features, side by side
Small-business need QuickBooks Online Xero Zoho Books Sage Accounting
Quotes and estimates
Prepare a price before invoicing.
Yes Yes Yes Yes
Invoices and credit notes
The everyday sales paperwork.
Yes Yes Yes Yes
Recurring invoices
Useful for retainers and subscriptions.
Essentials or higher Yes Yes Yes
Expenses and receipts
Record everyday spending and evidence.
Yes Yes
Expenses can be an add-on.
Yes Core bookkeeping plus optional receipt tools
Supplier bills
Know what you owe and when.
Essentials or higher Yes
Starter has bill limits.
Yes Standard is the practical bookkeeping plan
Bank feeds and reconciliation
Bring bank activity into the books and match it.
Yes Yes Bank feeds from Standard Yes
South African VAT
Track VAT and prepare returns.
Yes Yes Standard or higher Standard or higher
Financial reports
Profit and loss, balance sheet and management reports.
Yes Yes Yes Yes
More than one user
Owner, bookkeeper, staff and accountant access.
1, 3, 5 or 25 users by plan, plus accountant Normal users included 1+accountant on Free; more by plan Standard starts with 2 users; extra users cost more
Inventory / stock
Important for retailers, wholesalers and product businesses.
Plus or Advanced Basic inventory
Advanced needs apps.
Professional or higher Advanced Inventory add-on
Purchase orders
Order stock or services before the supplier bill arrives.
Plus or Advanced Yes Professional or higher Depends on configuration
Multiple currencies
For customers, suppliers or bank accounts abroad.
Essentials or higher Premium Professional or higher Paid add-on
South African payroll
PAYE, UIF, payslips and payroll compliance.
Separate / third-party payroll Integrated payroll app Check separate ZA payroll solution Sage Payroll is separate and connects to Accounting
Projects and time
Useful for consultants, contractors and service businesses.
Time from Essentials; fuller project tools higher up Projects add-on Professional or higher Time Tracking add-on
Mobile access
Use the books away from the desk.
Yes Yes Yes Yes
Work fully without internet
Important in unreliable-connectivity areas.
Cloud-first Cloud-first Cloud-first Cloud-first
QuickBooks Desktop migration
How easily can existing history move across?
Intuit import/migration routes Dedicated conversion route available in South Africa Structured imports; may need preparation Import/conversion depends on product and data

 

How to read the symbols: normal capability   plan, limit or add-on matters   separate product, app or service   not a full native capability.

Start with the first column. Mark what your business actually needs. Then look across the row. In most cases the choice becomes much smaller very quickly.

Features and plan limits change. We will check the current South African plan before making a final recommendation.