New template
Download our chart of accounts template for family offices, our #1 downloaded asset.
Multi-entity partnership accounting
Investments data aggregation
Audit-ready from day one
QuickBooks was built for one small business. Asseta is purpose-built for family offices and runs every entity, partnership and investment in one general ledger.
Book a demo todaySee each entity on its own or consolidate in one click. QuickBooks needs a separate company file for each entity.
Intercompany entries book on both sides and reconcile automatically. In QuickBooks, you tie them out by hand.
Capital accounts, allocations and investment data live in the same ledger. QuickBooks has no partnership accounting.
|
 QuickBooks Online |
|
|---|---|---|
| Multi-entity books | One ledger, consolidated reports in one click | One company file per subscription |
| Intercompany | Books both sides and reconciles automatically | Manual entries in each file |
| Partnership accounting | Capital accounts and allocations by ownership | Not built in |
| Investments | All asset classes, public and private | Not designed for investment holdings |
| Dimensions | Tag by entity, family member, fund or any custom field | Classes and locations, limited by plan |
| Permissions | Scoped by entity for principals, family and outside accountants | User roles per company file |
| Bring your own key encryption | Available | Information not available |
| Collectibles | Tracking for alternative assets and liquid holdings | Information not available |
One ledger, consolidated reports in one click
QuickBooks OnlineOne company file per subscription
Books both sides and reconciles automatically
QuickBooks OnlineManual entries in each file
Capital accounts and allocations by ownership
QuickBooks OnlineNot built in
All asset classes, public and private
QuickBooks OnlineNot designed for investment holdings
Tag by entity, family member, fund or any custom field
QuickBooks OnlineClasses and locations, limited by plan
Scoped by entity for principals, family and outside accountants
QuickBooks OnlineUser roles per company file
Available
QuickBooks OnlineInformation not available
Tracking for alternative assets and liquid holdings
QuickBooks OnlineInformation not available
Why Asseta wins: QuickBooks is a small business tool. Asseta is purpose-built for family offices that have outgrown single-entity books and runs every entity, partnership and investment in one ledger.
Today's top finance teams trust Asseta to close faster, report in real time and move their family office forward.
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