QuickBooks Online Advanced

Puntos a favor

I love QuickBooks for Non-Profits! I have used this software exclusively for the past 10 years with no problems at all.

I have received numerous compliments from Board Members of the accuracy and detail I provide when it comes to our financial reports. I have been told I provide the best reports they have seen (many are members of other non-profit boards). It is all accomplished with just a few clicks and the reports printed out!

Puntos en contra

It does take a bit of getting used to. Especially when you are first setting up the system. Once it is set up, it runs along fine.

One thing to make sure of is the category of the items you are entering. Otherwise, your reports will contain mis-categorized information. Be sure to check over your reports for accuracy in that area. If identified, it is a simple fix - but you must check it over.

Puntos a favor

I like the ease of access - and the modernised platform, so it's not old and clunky like some of the other bookkeeping softwares on the market that I've previously used!

Puntos en contra

It is a little less integration friendly with some other softwares, so that is a bit of a negative point for me.

Alternativas consideradas

Razones para cambiar a QuickBooks Online Advanced

Puntos a favor

QBO is super easy to use. very slight learning curve. everything is right where you expect it and works as you'd expect.

Puntos en contra

Reporting is terrible. its difficult to create meaningful reports when you start using classes and sub classes.

i wish the GL report would display as my default preference instead of making me change it everytime.

I hate that i can only see one year's worth of outstanding invoices on the invoice screen. why cant it just show me all o/s from all time as of today?

My least favorite things is the limited number of tags you can put on a transaction. For example the only way you can tag a transaction is by account and class. I need at least 2 more tags to do everything i need.

Puntos a favor

It is very easy to use and does not require an enormous amount of training. I especially like being able to integrate directly into our electronic data interchange system as well as our bank. QuickBooks online advanced really brings all of the useful features together to create a platform that helps our business run smoothly.

Puntos en contra

Although the help section is very thorough, it is not as easy to navigate. I wish there was an easier way. The graphic user interface could also use a little bit of improvement in terms of placing of features to make them more intuitive.

Alternativas consideradas

Razones para cambiar a QuickBooks Online Advanced

Puntos a favor

Online access is convenient. Most clients are already using it. Easy to get accountant access. Bank feeds are superior to the desktop product. Integrates with many different tools through Zapier. Works with a large array of direct 3rd party add ins.

Puntos en contra

It lacks basic and essential features such as reliable backup/restoration of data, month end closing tools, etc. forcing us to pay third parties to make up for what QBO lacks. The receipt capture is too limited and is very poor at matching transactions if it doesn’t automatically recognize a receipt.

The system is extremely nit picky about which type of transaction you are using in the moment. This is not an issue with QB desktop as you can easily enter almost any type of transaction from the register without the need to tell it what you are doing in advance.

The product does not often get substantive improvements and yet the subscription fees are very high and are increasing over time. Pay more, get the same product.