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OneUp Review

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PROS / It has an automatic inventory ordering feature that generates purchase orders when products on hand drop below the reorder point you set.

CONS / It lacks recurring invoices and automated payment reminders.

 VERDICT / OneUp is a great option for small businesses that need their accounting software to support a sales team and to manage inventory.

OneUp is online accounting software for small businesses that allows you to create and send invoices, track bills, manage inventory and more. Several different pricing tiers are available, depending on the number of users; all features are included in every tier, though one-on-one support isn't included in the lowest package.

When you set up your account with OneUp, it asks you a series of questions about your business to determine which modules to include on your dashboard, such as projects, purchasing and product tracking. It prompts you to upload your logo, set your sales tax and invite your accountant to the program. The software is easy to navigate, with a menu bar and home dashboard that direct you to various tasks. You can also navigate through the program using the search bar at the top of the screen.

One of the unique features of this software is that it has an Opportunities dashboard that your sales team can use to follow up with leads, record call notes, track deal progress and create quotes. From the Sales dashboard you can see graphs of your invoiced sales and received payments, and lists of your top customers and products or services.

You can create quotes and sales orders and convert them to invoices in one click. When entering inventory items on sales orders and invoices, you can see the available quantity for each item. You can select multiple items to add to your invoice at once and then adjust quantities as needed. If you enter inventory above available quantity, the system alerts you, though you can choose to override the warning, if needed.

Invoice customizations are limited. You can choose from four fonts, three font sizes and select accent and font colors. You can choose between two logo placement options and customize header and footer text. You can edit individual documents or set your preferences as a global setting that applies to all documents.

You can't set up invoices to recur automatically, but as a workaround, you can duplicate and edit existing invoices. You also can't set up the system to automatically send payment reminders to customers, but you can set it up to alert you or your team when a customer's bill is past due so you can reach out to that customer directly.

You can record time spent completing tasks for customer projects and bill the time on customer invoices. The software doesn't include a stopwatch or time-tracking feature, so you have to track time spent on tasks manually or use a separate application. You can track expenses but can't bill them; you have to invoice them manually.

Using OneUp's accounting software, you can manage vendors, create purchase orders and convert them to receiving notes and bills. It tracks inventory in real time and has an Automatic Inventory Ordering feature that identifies which products need to be reordered and suggests quantities. After you approve, deny or adjust the suggestions, it creates a purchase order with one click. You can also use this small business accounting software to track your fixed assets and bills. It doesn't print checks.

You can run many different reports, including an aged receivables report and a general ledger. You can connect your business bank account to the software. OneUp makes reconciling your accounts easier using its smart bank-matching algorithm that suggests matches between your bank transactions and those you've entered into the software. OneUp doesn't integrate with PayPal for payment processing but works with PayStand instead.

A mobile app is available for Android users, and the company says the iOS version will be available soon. You can fully access the software from any computer or mobile device using a web browser. If you need customer support, you can contact the company via live chat or email.

Summary

OneUp is a great choice for small businesses with sales teams and inventory-management needs. You can use it for invoicing, purchase orders, inventory tracking and reports. It connects to your bank account and speeds up reconciliation with an auto-matching feature. However, it lacks recurring invoices, automatic payment reminders and PayPal integration.