Felix vs QuickBooks Self-Employed

QuickBooks Self-Employed is a good tool if you like doing the work. Felix is built to do the work for you: it reads every bank transaction, books it to the right account, reconciles each statement to the penny against its own printed balances, and keeps your Schedule C and quarterly estimates ready all year. Same software price — very different amount of your time.

QuickBooks hands you a categorization inbox. Felix hands you finished books.

If you want the cheapest place to type in your own categories, QuickBooks Self-Employed is fine. If you want your books actually done — and a number you can trace to the entry behind it — that's Felix.

Felix vs QuickBooks Self-Employed, feature by feature

  • Who categorizes transactions: Felix — Felix does — you approve exceptions. QuickBooks Self-Employed — You do, one by one.
  • Reconciles to the statement: Felix — To the penny, automatically, and tells you if it can't. QuickBooks Self-Employed — Manual matching.
  • Any-bank statement import: Felix — PDF, CSV, OFX/QFX — any bank, and back years. QuickBooks Self-Employed — Bank connections + CSV.
  • Year-round Schedule C: Felix — Always current, per line, tap to the entries behind it. QuickBooks Self-Employed — Estimated, exported at tax time.
  • TurboTax export: Felix — TXF file + a full CPA package PDF. QuickBooks Self-Employed — TurboTax export (same family).
  • Never invents a number: Felix — §0.1 law — a deterministic ledger does the math, provable at /verify. QuickBooks Self-Employed — No such guarantee.
  • Price: Felix — $29/mo (billed annually) or $39/mo. QuickBooks Self-Employed — ~$20/mo, but you do the bookkeeping.