OneUp - Review 2022 - Thompson Gation

OneUp stands out from other deject-based accounting software for several reasons, both positive and negative. On the plus side, information technology was designed for mobile kickoff, and because of contempo user interface changes in the browser-based version, that approach works well for both. OneUp also offers infrequent support for transaction types, sophisticated inventory management and product pricing tools, basic CRM, and smart categorization of transactions. Unfortunately, user access levels are non very detailed, reports should exist more robust, and there'southward no payroll add-ons or time tracking of any kind. Overall, OneUp is a good, only flawed, bookkeeping solution.

The Basics

One Upwardly is simultaneously one of the least expensive (starting at $nine per month for solo use with no back up) and one of the most expensive ($169 per month for unlimited everything) in its category. All features are included in each of its five levels; the cost differences are related to the number of users.

The showtime time you log in to OneUp, y'all are walked through the new setup wizard. It asks whether you're planning to use specific features, provides screens for your contact information and logo, and lets you set sales revenue enhancement, fiscal year, and accountant admission. If you have existing information—customers, vendors, products, and services—you tin import it in CSV format. You lot'll link to your financial institutions in the same way you do in whatsoever other online accounting site: By entering the sign-in credentials that you use when y'all visit their sites.

OneUp doesn't include every bit many options, such as customer record entry, in settings as a few sites do, only some of these are found elsewhere on the site. Yet, you can customize forms, well beyond adding a logo. Other settings include engagement and number format, export format preference (CSV or Excel), and electronic mail notifications of upcoming actions.

User settings are piece of cake to administer—too easy. You enter a proper name, an electronic mail accost, and a countersign for each user. Unless an private is the administrator, you can just select which apps"they can access (Sales, Purchasing, Inventory, etc.). OneUp doesn't allow the kind of detailed, activity-based permissions that a site with such considerable fiscal processing capabilities should offering—peculiarly one that is available for unlimited users. You can't restrict users from specific activities throughout the site, such every bit creating invoices, paying bills, or viewing reports. Xero handles this much better.

Getting Around

OneUp'due south user interface and navigation tools have changed a lot since I concluding reviewed the software. It employs a common convention for site-wide navigation, a vertical pane on the left that contains links to the site's primary work areas: Opportunities (leads), Sales, Purchasing, Inventory, Accounting, Reports, and Apps. There's no central dashboard, which is mutual in competing software, though the Sales and Bookkeeping modules open up to a series of related charts and graphs. Those section dividers are duplicated on the site's habitation folio; they announced in big, colorful rectangles.

Clicking Sales, for example, opens charts that track invoices, payments, and top products/services and customers. A new horizontal toolbar at the top lets y'all switch rapidly to Customers, Quotes, and Invoices. Additional tools like Projects, Customer Payments, and Sales Receipts are tucked away under the More heading.

Other areas of the site are similarly laid out. Links in the upper-right corner take you to assistance and settings pages. When you click the Aid icon, a small box opens in the lower left portion of the screen that contains context-sensitive aid files that change as you move from screen to screen. This is a very effective way to make guidance constantly available, and no one else does it. Xero is the strongest of these applications at online assistance.

In that location'south nothing overly hard well-nigh navigating OneUp or entering and finding information. It uses standard Windows conventions for data entry: blank fields, drop-down lists, pop-out windows for details, and icons. Overall, the user experience is much amend than it was the last time I reviewed it, but it's not as polished as Intuit's QuickBooks Online Plus.

Exceptional Features

OneUp is very capable in terms of what information technology allows small businesses to do. Customer and vendor records are thorough enough, though not as comprehensive as those of Zoho Books. The site supports as many transaction forms as anyone else does, and more than than about (including sales orders). You can adhere documents to transactions, but in that location's no automated tool for recurring invoices, which QuickBooks Online offers. OneUp does have exceptional conversion capabilities (sales order to invoice, for instance), which speeds up workflow and reduces the chances of data-entry errors. Y'all can rail expenses, and as in WorkingPoint (stay tuned for the total review), track and pay your bills.

The site's online financial connections work well. You can import transactions from banks and credit cards, equally you can using competing sites. But OneUp has implemented a more than intelligent, automatic categorization tool for downloaded transactions; information technology got near eighty percent right in my testing.

OneUp's inventory management tools are superior to annihilation offered by most competitors. It goes above and beyond what Xero and QuickBooks Online do, offering support for units of measure, two costing methods, stock location, and detail weight and dimension. When stock goes below the minimum yous require, you tin can automatically generate a purchase club, and you tin can qualify negative stock or not. Pricing options are more flexible than that of anyone else, too. You can create multiple sales price lists for customers or price families, or based on quantity.

Reports are another story. Since OneUp is built on a double-entry accounting framework, it includes the standard financial report templates needed. But for nigh other reports, y'all have to go to specific screens and set the drop-down menus to display the information you want (though yous can find aged payable and receivable reports in their corresponding areas of the site). On the other hand, Sage One Accounting has born frameworks for such data, all in one key place. This alternate approach is part of OneUp's efforts to move less-frequently-used content off the screen and provide links to related tools where they're needed.

Sites similar Xero and Kashoo offer ways to implement an integrated payroll solution. Yous tin pay employees using OneUp's accounting features, only the boilerplate non-accountant would need a lot of direction. In that location's no pre-congenital awarding.

OneUp does have ane feature that no one else in this group does: simple Customer Human relationship Direction (CRM), referred to on the site as "Opportunities." It'southward really more of a atomic number 82 tracker, but it does let yous document related tasks and calls, besides equally some of the opportunity's details. It's a nice addition, but anyone with a serious sales bent would probably desire a total-diddled CRM solution. Both Xero and QuickBooks Online integrate nicely with some of a full-blown CRM solution's tools.

Principal of Some

As a deject-based accounting solution, OneUp is very capable. Its standout features are its smartphone apps, inventory management and pricing options, smart categorization, and unique CRM tools. It's like shooting fish in a barrel enough to use, also. But OneUp'southward deficits in areas such as reporting and payroll, time tracking, and user-admission permissions keep it from landing at the height of the pack where our Editors' Choice, QuickBooks Online, resides.

While you're thinking about getting your finances in gild, you might as well read our roundups of the best payroll services and best tax services.