Bank and card activity
Checks, card charges and credits, deposits and transfers, coded from a bank connection or a statement file and matched against what is already in the books.
QuickBooks Online plans
Your QuickBooks plan decides what Zeno can prepare.
Zeno is the same product, at the same price, on every QuickBooks Online plan. What changes is what the company’s own plan turns on: Zeno can only prepare what QuickBooks will accept. Here is what opens up at each step.
Simple Start and up
Every plan
The everyday work runs on any QuickBooks Online plan.
Sales
Invoices, estimates, sales receipts, payments received, credit memos and refunds, with sending an invoice when you ask.
Journal entries
Adjustments, accruals and corrections, with the reason written on the plan.
Names and lists
Customers, vendors, accounts, products and services, terms and payment methods, created and changed only through a plan.
Payouts
Stripe, Square and Helcim deposits split into sales, refunds and fees.
Documents and cleanup
Receipts attached to their charges, and bulk voids, deletions and corrections as one reversible run.
Reports and checks
Profit and loss, balance sheet, agings and the rest read live, and the nineteen built-in checks.
Every one of these is prepared as a plan and posts only after a person approves it.
Essentials and up
Essentials
Bills and payables, more people in QuickBooks, and time on invoices.
Bills and payables
Bills, vendor credits and bill payments, read from the documents that arrive and prepared with the document attached. Paying them stays in QuickBooks or your bank.
Time entries
Hours worked by an employee or contractor, billable or not, prepared from a timesheet your AI reads and approved before they post.
Zeno never counts people, so the extra QuickBooks seats change nothing on the Zeno side.
Plus and up
Plus
Most of what firms call “above the basics” starts here.
Classes and locations
Lines tagged by class and location in every plan, list changes through a plan, and a check for large expenses that carry no class.
Projects
Projects created, renamed, dated and closed through a plan, and costs and sales tagged to the right one.
Budgets
Budgets written to QuickBooks through a plan, and budget against actual compared live, line by line.
Inventory
Stock counts turned into inventory adjustments, with a warning when an item would go below zero. US companies only.
Purchase orders
Orders to vendors prepared and approved like any other document.
On Plus, QuickBooks allows up to 40 classes and locations combined.
Advanced and Intuit Enterprise Suite
Advanced
Larger teams and more structure in QuickBooks.
Unlimited classes and locations
The 40 limit goes away, and Zeno tags against whatever list the company keeps.
Projects on Enterprise Suite
Projects work the same way on Intuit Enterprise Suite companies.
Batch entry and approval workflows inside QuickBooks are Advanced features of their own. Zeno’s plans are its own batches, on every plan.
Outside every plan
What no plan opens to an outside app.
These stay in QuickBooks, or with the provider that runs them, whichever plan the company is on.
Running payroll
Payroll runs in QuickBooks Payroll or your payroll provider. Your AI can read the provider’s reports through its own connections, and Zeno can post the payroll journal entry from them through a plan.
The bank feed inside QuickBooks
No outside app can read the For Review tab. Zeno brings bank activity in itself.
Paying and moving money
Bill pay and payments stay in QuickBooks or your bank. Zeno never moves money.
Reconciling and the closing date
Finished in QuickBooks. Zeno shows what is missing or doubled against the statement.
Plans and their features are Intuit’s and change from time to time; check the company’s plan in QuickBooks under Settings > Subscriptions and billing. Every change Zeno prepares, on any plan, waits for a person’s approval. What Zeno will not do →
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