ActiveCollab vs QuickBooks Online Advanced

• Great for project and task assignments, project workflow and communications.
• Solid web-based platform that doesn't require software downloads, also includes great mobile platform.
• Great reporting tools for managing billing, estimating, project workflow and other essential project details.
• Allows for both the agency and its clients to interact on a single platform using role-specific permissions.

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• The workflow from new client, to estimate, to invoice, to confirming the deposit is very smooth once you get the hang of it.
• Creating a Project upfront helps keep us organized as we can track profit and loss by customer.
• Having a regular look at where expenses are categorized and discussing amongst the team has helped us improve our management data and decision making.

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• Individual comments cannot be linked to. This makes it more difficult to reference a comment or question.
• Unnecessary features cannot be turned off. Since we use it primarily for communication, it would be ideal to turn off tasks etc. that are not needed or be able to move discussions as the first screen.
• There isn't an easy way to set up different projects under the same client.

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• This is a very powerful program. Customer support must be top notch, and it is. Although I have talked to a few that seemed clueless--then I hang up and start over.
• When I first started, 1 year ago, I created my own problems with no knowledge how to fix them. When calling customer support I just wanted them to take over and make everything right. I called almost daily. Agents were very patient and wanted to know if everything was corrected for fixed to may satisfaction.
• There has to be easier access to online support, whether videos on youtube, or your own learning sessions. When a mistake is made, QuickBooks Online sometimes knows, and if a link was provided to a video or even a description, that would be great.

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• It has saved us a TON of money (literally thousands) in project management software.
• It has helped us gain clients because we can show them the template of what they will see and give them access to it. When others don't have software that does this.
• Positive impact on ROI based on the time it's saving compared to our previous PM software.

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• I cannot provide hard numbers but it has been easier for us to collect from customers using credit cards.
• It has been easier to integrate Salesforce into QuickBooks and automations have been smooth ever since. Less time to create invoice[s] since everything is automated, we only need to match the payment that comes to our account.
• It is easier for us to record transactions from bank feeds, less time, more tasks that can be done.

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