OneUp is an all-in-one cloud-based accounting software with integrated invoicing, customer relationship management (CRM), and inventory management functionalities. Its features include bank reconciliation, expense tracking, inventory management, and financial reporting. Prices start at $9 per month, and it’s best for small businesses and accountants looking for an online accounting software with one-on-one support.
OneUp Pros and Cons
Offers a free trial
Has fewer accounting features than other similar providers
Simple layout and user-friendly interface
Can’t pay invoices with credit cards
Offers one-on-one support in almost all its plans
Who OneUp Is Best For
- Small businesses and accountants looking for an online accounting software with one-on-one support. Almost all of OneUp’s subscription plans come with one-on-one support to help you smoothly get started with the software and easily find your way around its features and services.
OneUp offers five subscription plans with prices that start at $9 per month. The main differences between the plans are the number of users and the availability of one-on-one support. All features offered by the provider are included in all plans.
Number of Users
OneUp Alternatives 2020
(Best overall) Small businesses that need accounting software that scales as they grow
Small and medium-size businesses (SMBs) on a tight budget that need a free option with all the basic accounting software features
Solopreneurs and freelancers who need to streamline their accounts receivable but don’t need accounts payable
Small businesses looking for a product similar in features to QuickBooks Online
Businesses that use other Zoho products, like Zoho CRM
Businesses in niche industries like construction, retail, and nonprofits
Startup businesses looking to move to accounting software from spreadsheets or manual bookkeeping
Solopreneurs and freelancers who need contract features and tax preparation assistance
Businesses that sell through online platforms like Amazon, Etsy, and eBay
OneUp Accounting Features
OneUp has the features you need to help you expedite tedious tasks, such as accounting, inventory management, invoicing, and CRM. Let’s look at some of its most notable features to help you decide whether OneUp is for you.
OneUp retrieves financial transaction data directly from your bank accounts and then matches it with the existing data that you have in your system. As a result, 90% of your accounting duties will be handled automatically. Enter your information, and OneUp will retrieve withdrawals and deposits automatically and securely.
The software lets you upload your expense receipts from day-to-day transactions, input vendor invoices, and sync transactions from your bank account. With its artificial intelligence (AI) system, you don’t have to input data, such as currency date, amount, payee, and multiple tax rates, manually.
Its customizable templates enable you to personalize your invoices wholly based on your brand. You can enter invoices manually or create them from estimates, quotes, or sales orders.
Inventory Count Sheet
This tool can be used to physically count and track your inventory in all of your warehouse locations. You can verify and correct quantities based on real counts using an inventory count sheet. You may also check the “weighted average price (WAP) to cost of goods sold” ratio if needed.
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Summary of OneUp Reviews
As of this writing, there are not a lot of up-to-date OneUp reviews online. If you are a past or current OneUp customer, then kindly leave a review to help others who are deciding whether or not to use the software.
OneUp Frequently Asked Questions (FAQs)
How will I know if my bank entries have been reconciled?
Your bank entries are reconciled once they appear in the “Accepted Transactions” tab.
Where can I review my sales tax or VAT report?
You can find your sales tax or value-added tax (VAT) report in the “Closed Sales Tax Periods” tab, under the Accounting (Bank Feeds) page.
Can I pay several invoices from a single bank entry?
Yes, you can. From the “manual match” tab, search for the invoices that need to be paid off and mark them manually using a single bank entry.
Our Top Small Business Accounting Software Providers
In case you still aren’t sure that OneUp is right for you, then this article on the best small business accounting software is a review of our top choices. In this guide, we looked at a variety of solutions and narrowed our recommendations down based on ease of use and the abilities to track income and expenses and produce detailed financial statements and other reports.