OneUp is a unique online accounting software that is perfect for a small business that is selling physical products. Its strongest points are its inventory management feature and its built-in CRM function, along with its generously priced plans. If that sounds about right for you, keep reading this full OneUp review.
For $9 per month, OneUp gives you access to all of its features, but it limits the number of users and the support you get from its customer representatives. Another downside of OneUp is that it doesn’t have a payroll feature, nor does it offer integration with third-party applications — that includes even Stripe, so you can’t accept credit card payments.
Its invoicing feature is good enough and works well with the inventory feature. However, there are no reminders or recurring entries for its billing and invoicing. The layout is much more complicated than its competitors’ because it is divided into many different pages.
The report templates, although enough for simple analysis, lack the customization or filter options needed for a more in-depth inspection.
If you’re looking for automated features and a strong accounting function, check out our best accounting software article to find something that better suits your business needs.
Strengths & Weaknesses
- Great inventory & pricing capabilities
- Low price if you only need to support a few users
- Track incoming leads through built-in CRM functions
- No main dashboard
- No time tracking & billing functions
- No add-ons or app integrations
- Only one way to collect payments online
Alternatives for OneUp
OneUp is perfect for inventory-based small businesses. Besides having an excellent store keeping feature, OneUp is completed with a simple built-in CRM function. Both work well with OneUp’s sales and purchasing features.
However, OneUp doesn’t offer a payroll feature or any integrations. Aside from its automatic inventory ordering, it doesn’t provide a lot of automated features, which decreases its value if you’re looking for something to increase your efficiency. OneUp also doesn’t have a time-tracking feature, which makes it unsuitable for project-based businesses and freelancers.
You can find OneUp’s CRM function through the “opportunities” button in the navigation bar. This page is divided into four tabs: “leads,” “opportunities,” “tasks for opportunities” and “calls.”
Through the “lead” page, you can store your lead’s business and contact information. In the “opportunity” page, you can add details for a certain lead through the “new opportunity” button. To keep track of your progress, you can also add a probability factor through this page.
The “tasks for opportunities” and “calls” pages let you organize your tasks and calls to increase the probability of winning opportunities. When you create entries, you can mark them as either “to do” or “done.” If you need to mark a task or a call as “done,” click on the name and change the status through the toggle button, which will also record the date of the change.
OneUp’s built-in CRM function is excellent if you make a lot of persuasive sales, so you can have all the tools you need in one platform. You can instantly convert an opportunity to a quote through the “opportunity” page. Invoiced leads will also automatically turn into a customer, saving you from entering that data twice.
OneUp’s inventory management is one of the most advanced software options when compared with its competitors, such as Sage or Zoho Books.
You can find its inventory management feature by clicking the “inventory” button in the navigation bar. OneUp’s inventory management feature has a lot of functions, so you have to spend some time with it to learn how to use it correctly.
In the “stock” tab, you can see a list of your inventory items, their price, cost and quantity. You can adjust your item details by clicking the item name. However, to add a new item, you have to go to the “new product” page by clicking the gear icon on the top-right corner of the inventory navigation bar and selecting “new product.”
Adjusting an item’s quantity in OneUp is slightly more difficult than with its competitors. Go to the “inventory entries” or the “inventory withdrawal” page. Then click “new entry” and put in your final item quantity to make adjustments.
You can record a purchase or sale that affects your stock through the “purchase order” or the “sales order” page. When creating an entry, specify your vendor or customer and the order’s items. Click “receive” to automatically generate a receiving note. You can also automatically create a bill through the “receiving note” page by clicking on the “bill” button on the card.
The same system applies to the “sales order” and “delivery note.” This feature can help you keep track of your items and make sure every item is accounted for.
OneUp is also one of the few platforms that offers project management, which you can find in the “sales” page under the “more” tab. You can organize your entries — such as invoices, bills and tasks — by project. However, it doesn’t offer time tracking, so it’s not as effective as its competitors, such as FreeAgent or FreshBooks.
OneUp has five pricing plans to choose from: Self, Pro, Plus, Team and Unlimited. Similar to Xero, OneUp lets users access all of its features right off the bat. However, it limits the number of users for each pricing plan, which is perfect for small businesses that are growing.
The Self plan costs $9 per month but limits you to one user and doesn’t grant you access to OneUp’s customer support. If you think you’ll need to use OneUp’s customer support often, you can upgrade to the Pro plan, which costs $19 per month. In addition to providing customer support, Pro also doubles the number of users to two.
The next plans only increase the number of people who can use OneUp, which makes little sense, since there’s a large price gap between the plans.
The Plus plan costs $29 per month and lets you have up to three users. The next plan, Team, costs $69 per month and lets you have up to seven users. The last plan, Unlimited, lets you have unlimited users and costs $169 per month.
In comparison, Xero’s most expensive plan, Established, costs $60 per month, lets you have unlimited users and has a project management feature (read our Xero review to learn more). However, OneUp’s inventory feature is more advanced, and it comes with a built-in CRM function.
QuickBooks Online’s most expensive plan, Advanced, costs $150 per month, and it’s a better accounting program overall. You can pay bills and process credit card payment through QuickBooks Online’s platform. This plan also includes a time tracker and project manager, and QuickBooks Online can help you file your taxes if your small business is based in the U.S.
However, if your budget is smaller than that, OneUp offers better plans because you can get access to all of OneUp’s features and customer support for $19 per month. QuickBooks Online plans start at $25 per month, and even at that price it doesn’t offer inventory tracking or bills.
You can find OneUp’s navigation bar on the left side of the screen. It has eight categories: “home,” “opportunities,” “sales,” “purchasing,” “inventory,” “accounting,” “reports” and “apps.” Most categories have tabs to their features at the top of the page.
Unlike most of its competitors, OneUp’s dashboard is hidden in the “accounting” category, which ruins the purpose of having a dashboard at all. Instead, you get a search function to look through your invoices and quick access to the other pages in your “home” page, which is pointless because you can find all of them in the navigation bar.
If you feel that OneUp has features that you don’t need in your small business, you can also disable them through the “apps” category in the navigation bar.
Overall, OneUp is easy to use once you get used to it. However, there are a lot of extra pages that could easily be replaced with a simple button. These additional pages make it more confusing when you first get started, so you might have to spend some time exploring OneUp before you know how to use it perfectly for your business needs.
To manually create an invoice, go to the “invoices” tab on the “sales” category in the navigation bar and click the “new invoice” button. Then you can fill in the invoice details, such as client, date and items.
After clicking “done” at the bottom-right corner of the “new invoice” page, OneUp will ask you whether to update the stock of the items invoiced. An invoice that tracks stock will automatically generate a new delivery note. However, canceling an invoice won’t automatically delete the delivery note, which can cause some mix-up in your inventory.
You can record payment through the “customer payments” page on the “more” section of the “sales” tab. OneUp also lets you record a payment through your invoice’s page, which you can open by clicking on the card in the “invoice” page. You can go to the second page by clicking the button at the bottom of your invoice page and clicking “receive payment due.”
You can also automatically add an invoice through the “quotes” tab in the “sales” page and the “delivery notes” in the “invoices” page.
However, OneUp’s invoicing doesn’t have an invoice tracker, a recurring invoice or an integrated payment processor, and it can’t integrate with Stripe, either. Some of these features are even available with free accounting software, such as Wave.
Considering it’s accounting software, the lack of features and the complicated workflow put OneUp at a major disadvantage when compared to its competitors, such as QuickBooks Online or FreshBooks. Read our FreshBooks review here.
You can track your bills and expenses through the “purchases” category in the navigation bar. To manually create an expense, click the “expense” tab.
By clicking “new expense,” you can either manually create an expense or upload a receipt to OneUp. You can also snap a picture of your receipt through OneUp’s Android application, which is very convenient because you don’t have to worry about losing the receipt.
Similar to the invoicing feature, you can automatically generate a bill through the “receiving order” tab in the “inventory” category. You can also go to the “projects” page in the “sales” category and then click the “bill time” option to make a bill for your tasks.
To manually create a bill, click the “more” tab and select “bills” from the navigation bar on the “purchases” category. You can also create a new bill by clicking the “new bill” button on the top-right corner of the page. Creating a new bill requires the item, vendor and due date. In addition to your “products and services,” you can also add “expenses” as an item.
Just like in “invoices,” there are two ways to record payments. The first one is by going to the “bill payment” page, which is located under the “more” tab in the “purchases” category. Otherwise, you can open the bill by clicking the name on the “bills” page and moving to the second page through the buttons at the bottom of the page.
Besides keeping track of your expenses and bills, OneUp’s billing feature doesn’t do much. The ability to record a receipt from your Android application is nice to have. However, it doesn’t have a recurring bill option or a bill reminder. You also can’t pay your bills online, like you can with QuickBooks Online. Read our QuickBooks Online review to learn more.
OneUp has only eight report templates, which is much less than its competitors. There is no report for its inventory function, which is surprising considering it’s much more advanced than its competitors.
You can find OneUp’s report templates under the “reports” category in the navigation bar. There are three tabs in this category: “accounting,” “sales” and “purchasing.” There are two reports in the “sales” section: “A/R aging receivable report” and “customer statement.” The “purchasing” section only has one report: the “A/P aging payable report.”
The “customer statement” report shows a list of a client’s invoices and payments. At the top of the page, you’ll see the total balance owed to you by the customer. You can pick a client by clicking the “change customer” button. In addition to downloading the report, you can also email it, which is an option that’s unique to this report.
The “A/R aging receivable report” and “A/P aging payable report” have a similar template. Both reports are divided by vendors/customers and due dates, including a total for each business on the right side of the report. However, there are only three filter options, including reporting period and format.
You can find OneUp’s financial reports under the “accounting” section of the “reports” category. There are five reports in total: “profit and loss,” “balance sheet,” “general ledger,” “trial balance” and “sales tax report.” However, it’s still missing some important templates, such as a cash flow report.
Most reports, including the “profit and loss,” “trial balance” and “general balance,” have a summary at top of the page. The “profit and loss” and “balance sheet” report allows you to add multiple periods so you can compare them. The filter options on these reports are much better than the business reports.
Although the report formats aren’t customizable, the format is pretty clear if you only need an overview of your financial health.
OneUp’s support includes a help center and email support. To search the help center, click the question mark button at the top-right corner of your page and a chat window will open. You can look for a help article with the search bar. Alternatively, click “leave us a message” at the bottom-right corner of the chat window to contact OneUp’s customer support.
The materials that OneUp provides is enough to get started. However, its help articles are available only in text form, which may be difficult to follow for some people. You can reach OneUp’s help center from its main page by clicking the “help” button at the top of the page.
OneUp has an excellent inventory feature, which is much more advanced than its competitors, such as QuickBooks Online or Sage. Its simple CRM function is also a good addition to any piece of accounting software. However, its lack of integration may be a deal-breaker for some, especially considering it doesn’t provide a payroll and payment processing feature.
Its invoicing and billing feature — although nicely integrated with its inventory — is lacking in features and is hard to use due to its scattered nature. There are no payment reminders for both features, nor are there repeating entries.
OneUp’s pricing plans are generous, because — similar to Xero — it unlocks all of its features with its cheapest plan, which costs $9 per month. It limits the number of users who can use OneUp’s features, but if you’re a sole proprietor, OneUp is quite a steal.
OneUp is a good option for a product-based small business that only needs somewhere to track its finances and inventory. However, it won’t help much if you need to automate most of your accounting needs. If this sounds perfect for your small business, you can try OneUp’s free 30-day trial.
Have you used OneUp before? Tell us what you think in the comment section. Thanks for reading this OneUp review.