QuickBooks Online Advanced

Comentários: We initially moved from QuickBooks Pro Desktop to the Online version to allow for our new Online Service Management System (RazorSync) to easily export invoices into QB for processing. In that regard, QB Online has worked well and met expectations. It's obviously an evolving product and there have been many changes to it over the time we've been on the service; some good, some not-so-much. The reporting module is very limited and unless one of the canned reports is close to what you want it's a struggle to obtain some information in a format that's useful. All those issues aside however it's been a good solution for our company and we expect we'll continue to use it.

Vantagens: It's wonderful to have access to our accounting system from any Internet-connected device. Integration with our Service Management System (RazorSync) has allowed us to turn Service Orders into invoices and send them via QuickBooks Online quickly and easily, which has absolutely improved how quickly we get paid on jobs. The Payroll module makes it easy to pay our employees and calculate the necessary withholding and taxes due.

Desvantagens: The reports in the Online version are clunky and horribly limited. Recently Intuit modified what was included in the package we were in and limited the number of accounts we're allowed to have in the Chart of Accounts without paying a higher fee, so we're stuck not being able to add new accounts unless we want to go to the "next tier". Last year we needed to reprint some older tax forms that weren't showing up so we were forced to contact support for assistance. We finally got what we needed done but it took contacting two different support reps as the first one obviously wasn't familiar with the product and made changes to our accounting data that had to then be fixed by the second rep.

Comentários: Our experience has overall been very good. The price is very reasonable and has made things easier to use. Also, it has saved our company a lot of time and made things very efficient.

Vantagens: I like how easy the product is to use. I find it very easy to navigate and figure out how to use different parts of the software. Also, I like that they are continuing to roll out new updates and features. For instance, they just rolled out a feature where they will automatically send out past due notice. This has helped save a lot of time and improved our AR drastically. I think all in all, it has a lot to like about the product.

Desvantagens: I think the reporting can improve a lot. They do have Fathom reporting, but that seems hard to use. I would like for more straight forward reporting that is easier to use. I think their customer service could also improve. Whenever I have a questions, they always provide an answer, but it is not much help. It seems like they need more qualified individuals to help out with any questions you have.

Comentários: Moved from QB Desktop. Love having access where-ever and multiple people able to access it. QBO is much less feature rich than QBD. But, with QBD, you have to either log into a server, or remote desktop. It's stuck in the 90's. So, to make it even work, we had to get a plugin to manage our inventory and orders. If QB Desktop version would move online, it would definitely be a 30 year leap back to the present.

Vantagens: Quickbooks is easy to use, widely known, and priced affordably. Good for a small business. Having it online was a necessity. Having it link to bank accounts so smoothly is nice.

Desvantagens: If it's not the QB way, you have NO WAY. They are not interested in helping with any needs of YOUR business. If your business doesn't fit into THEIR way, too bad. But, overall, they have a good program that fits most of your business needs.
i.e. If you want sales orders and inventory management - you might as well be asking a rock.
i.e. If you want to use your own credit card processor, they will force extra steps on you and take away features and functionality.

Comentários: QBO is the only one with the complete package that includes the ability to write and track checks. Since my business is simple, I need a lighter, "for dummies" mode that could remove a lot of clutter when it is not necessary. As a consignment business, I use software that is specific to the industry. It keeps all of the data I need to meet regulations. For QBO, a payment is a simple transaction. I wish the system could be lighter and less cluttered.​

Vantagens: Aside from keeping things in order, it allows someone with no accounting experience to do the basic bookkeeping activities, produce reports, and keep up with the finances. I like that it will connect with the bank and download activities! Best of all, it will print checks!

Desvantagens: Connection with the bank can be flakey, depending on the bank. You have to watch the activity because QB does not tell you if there are problems. It should provide an option to warn you when it could not contact the bank overnight. Also, it is very difficult to use the check lineup processes. For some reason, I cannot get the check printing to line up properly and the tools they give do not work well.

Comentários: The freedom that QBO provides you is amazing. I recently moved to BC from Ontario and was able to keep my job because our firm uses QBO. If we had been on desktop for our clients, I would't have been able to keep my job and would have had to find work elsewhere. My boss is about to work remotely from her cottage for the month of August because she CAN! How many people do you know can say that?

Vantagens: I find QBO to be super user friendly. I love that they have a training program so you can become basic and advanced certified. We make everyone in the office do the certification program, but nothing beats user experience. QBO is the first cloud-based accounting software I was introduced to, and I find it fabulous. I even recommended it to my parents for their business instead of their custom desktop-based software and they are going to move to it at the end of August.

Desvantagens: Sometimes the banking feeds have a hard time staying connected which can be very frustrating. It's not Quickbook's fault for this - it's the banks. But it is still frustrating at times when you lose a connection and have to call up your client to re-enter their details. Thank goodness for screen-sharing! Their customer support has lovely people, but they are not always knowledge in the ways they should be. A lot of the times, we already know the issue that we are experiencing and need to speak to someone high-level to be able to resolve the issue. There should be an advanced call center to be able to speak to extememly well-versed people that know QBO in and out.