QuickBooks

Opmerkingen: 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.

Pluspunten: 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!

Minpunten: 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!

Opmerkingen: We're a small-medium sized business, and Quickbooks is the best option for us to do our own accounting. Once a year, we'll send the file (it even has "send an accountant's copy" options) to our professional accountants to look over.

Pluspunten: Quickbooks is honestly the easiest, most straight-forward accounting software I've encountered. And if there's something you can't find, they have an awesome how to section online, where you can find professional advice or even advice from other users! Their home screen has little arrows pointing you in the right direction (like Sales Order -goes to-> Invoices -goes to-> Receive Payments). Makes it easy for even computer illiterates to use! It follows a very easy structure, so if you have any common sense but no accounting background, you can still figure out what to do!

Minpunten: Quickbooks sometimes has little glitches or shuts down when you're trying to do something. It's not that big a deal, doesn't happen very often, but when it does, it's usually when you have someone on the phone waiting for you, and you're trying to get QB working again.

Opmerkingen: 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.

Pluspunten: 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.

Minpunten: 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.

Opmerkingen: It was a real learning curve for me. Honestly, for years I would have given QB very high remarks, but that was BEFORE I had to start using the PAYROLL module to do heavy duty use, construction Job Costing and such. I'm now in discussion with the company Controller about going to different software. I'm a nice guy, but I've come to loath the problems and trying to get any help from QB, i.e., called Assisted Payroll, "I have this problem you can see on the screen." "Oh, that's not an Assisted Payroll problem, I'll get you over to Tech Support..." First thing Tech Support guy says, "Oh, that's an Assisted Payroll problem. I'll transfer you over to them." OK, and on it goes. We purchased a 30-user Enterprise 2018 for a reason. We have many users, accounting, owners, construction managers, those using Remote Desktop into the Server, etc. Last support (yesterday) said I need to be logged in as Admin (excuse me, but that is the Controller, who uses QB every day & is way above my pay grade), and in Single User mode. Are you kidding me? "Oh, you want to be able to put this car in reverse? Only when you are facing North and only on the second Tuesday of the week." Am I sounding a bit ridiculous? Well, that's about what support is now sounding like to me.

Pluspunten: I gave highest (4-stars) in ease of use.

Minpunten: The P/R module has been like the ugly, red-headed step child of QB. For YEARS, I used the help/feedback. Never so much as heard that anything was received. No changes have been made, lots of errors/bugs, VERY poor job costing ability, I'm now told you must be Admin & logged in as single user. My list of problems & suggestions is LONG, but none of their resources (time, money for development) have been put into fixing/upgrading this very old module. It's OK if you have a couple of office staff and do payroll for them, but if you are larger and really need to do Job Costing? Forget it. Staff WANTS to be helpful, but 1) they can't change what the program is sorely lacking; and 2) very often I've gotten "newbie" support personnel that hardly have a clue themselves as to what the program can/can't do or don't understand simple constraints in business. Yes, I can give MANY very specific examples, but no one that matters (has the authority/ability to make any changes) cares. Apparently we who push/need the payroll to do construction/job costing are just too few to warrant attention. I've been using QB since the day it came out. I know, that really dates me, but my point is that I am certainly no newcomer to QB. The next category only went "2+ years". Not nearly long enough.

Opmerkingen: With Quickbooks I can see the overall health of my business. I can track my expenses, sales, inventories, financial reports and other vital information for intelligent decision making.

Pluspunten: The thing I like most about Quickbooks is its completeness. For a small to medium sized business one gets to have a user friendly accounting and inventory system all rolled into one. Add to that its customizable reports suited to ones needed data. Some of these reports which are very vital to a business owner are Daily/Weekly/Monthly and even Annual Sales Report, Inventory related reports, Expenses Reports, Accounts Payables and Receivables, Banking and many more.

Minpunten: Like any software, or for whatever product that is, Quickbooks also have some flaws. Personally, I would prefer the customization of forms to be more flexible where the user can have more control. An example of this is the addition of additional fields aside from those that are built-in. Another thing i don't like about Quickbooks is its limitation on the number of items and the size of its company file. In a previous company I worked at, I have reached the maximum number of items, thus I was faced with deleting some items, and those items had transactions connected to them. Finally, I suggest Intuit increase the maximum company size because in my experience, when I reached the maximum company file size, the system totally lagged big time.