QuickBooks

Commentaires: We had to upgrade from QB Online because we use it for escrow accounts, and QB isn't designed for that. As a workaround, we created a new cash sub-account and payable sub-account for each escrow transaction. Pretty soon, we had thousands of sub-accounts, which really put a strain on it and made it run slowly. We transferred all of our data to QB Enterprise, which is handling that with ease and providing many more features. Overall, I enjoy using it. It's simple for employees to use, and it does more than enough for us.

Avantages: QB Enterprise is more than we need for the small company. It's fast and efficient. It's straightforward in how things work, so training isn't intensive for new users. It's easy to upgrade from another version of QB and transfer all the company data into it.

Inconvénients: It's limited in what can be displayed or used to sort in many of the windows. For example, the vendor screen displays all the invoices and payments, but doesn't display a running balance column. It's difficult to expand columns to display all of the data in a column. It doesn't remember column widths, so I'm continuously having to adjust the column width every time I open a window with data. Data in some windows can't be exported to Excel. For example, I like to export the bank statement reconciliation screen to a spreadsheet with my bank data download where I can sort and subtract to find a discrepancy between two columns instantly. But, there isn't a way to get the data in that window to export or copy. The reconciliation screen also doesn't allow for display of the cash sub-account or the offset account. So, I'm continuously having to open individual transactions to see which is which if they are similar.

Commentaires: It's a somewhat love-hate relationship I have with Quickbooks. Love more so though. I have gotten used to a lot of Quickbooks' quirks now. It was a difficult go to get started to get things set up but I had support. I've been using Quickbooks for a few years now. I like how clean and organized invoices look for clients and how I can customize them and emails. I appreciate recurring invoices that help to avoid user error on consistency in repeat services and in sending invoices on time.

Avantages: I like the ability to customize how invoices and emails look. I appreciate the ability we had to import our clients' details and past invoices when we started up with Quickbooks. The plethora of reports and customizable reports are very useful. I also appreciate being able to process payments through Quickbooks. The search ability is decent helpful in looking for specific invoices, amounts, or other specific data.

Inconvénients: It was quite a challenge to get everything up and going when we started with Quickbooks
There are some features that are limited and seem to operate oddly, such as deleting some clients vs marking some as inactive. If I have completed services with certain clients, I want to keep their data, but mark them inactive. When I mark them as inactive, the system puts them in a state of "deleted", which makes me very concerned when I see that. I don't want to lose their data. Also, some duplicates of clients have been created or clients never started services with us. So that data was just bloating the system and a bit confusing sometimes. Those particular clients would be good to actually fully delete them. I've run into processes that can be very confusing. Luckily my accountant is able to help me through the challenges.

Commentaires: QuickBooks has made the financial experience for our church so much easier. It's super easy to create reports for board meetings and see where you are financially.

Avantages: I love how it connects to your bank account and transfers all of the transactions to it. Being able to categorize every transaction makes things so much easier. No need to type everything in manually! Reconciling is a breeze!

Inconvénients: There's a huge learning curve for this software. However, they have great customer support. In the beginning, I had to stay on the phone with them for a long time to learn how to use it. Sometimes, customer support doesn't know how to use the software specifically for your needs, but they usually do a great job!

Commentaires: From quickbooks we have liked a lot of functions. Among them are the fact of being able to manage accounting projects (with billing system included) and be able to manage payroll. In this sense, you can even create invoices, which is convenient. The negotiation process facilitated by quickbooks has turned out to be something wonderful. It does not take long, and they are flexible with the terms of service. The display demonstrated by the capacity of quickbooks has turned out to be surprising in all the occasions in which we have used it. Is very large. The quickbooks sales team was responsible for responding adequately to all our doubts about the use of the service. Respond quickly to the needs of customers.

Avantages: Your invoice templates are very customizable. It is good for keeping the accounts of non-profit organizations, because it has tools for both bank reconciliation and fund accounting. Quickbooks offers a good system of payroll transfers, very stable. Quickbooks has helped us a lot with the management of resource accounting throughout our history as a business. It is ideal when it comes to organizing economically, and to put together budgets. Its integration with the Microsoft Outlook platform is recommended.

Inconvénients: The platform does not allow managing sales forecasts, or managing human resources. In this area there is no tracking system for absences, wage garnishments, and unforeseen expenses billing. Neither can you process payments, taxes, or fixed assets. Does not have a treasury management function.

Commentaires: I used to provide support for this software in a tech company, I am accountant and IT, net frameworks is not a good idea to run this but other than that is good for small and medium sized business, good for the price, have in mind may take some resources if you will use in a portable device like a windows tablet.

Avantages: It is good for people that runs a small business but does not know book keeping, if you do know book keeping or accounting, is not recommended as you know double crossing accounts and not being able to see that process gets on your nerves, you are better using something similar to sage or what used to be peach.

Inconvénients: I did not like that uses Microsoft. Net framework to run, if framework brakes, you are and you need to clean install windows, you have to back up, format, install, set up and restore everything, also in have seen cases where they do not support software after just four years which really sucks as you have to buy the newest version.