Clearbooks vs QuickBooks Online Advanced

• SaaS, so accessible by anyone, anywhere in the world via a browser
• Clear and straight forward navigation
• Good choice of management reports

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• Invoicing: QuickBooks makes it easy to invoice customers, with recurring transactions, copying invoices to create new ones, and statements available instantly to let customers know where they stand.
• Merged Banking: I've hooked up my bank accounts and credit card to QuickBooks and every day (or more often if you'd like), I can categorize and match transactions to make reconciling effortless.
• Reports: I use reports often so help me with my B&O taxes for multiple states.

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• Like any SaaS product, Clearbooks is continuously evolving and being improved
• Some of the reports still need some work

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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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• I am not sure that ROI is an appropriate measure for an accounts package. The cost is around £250/year, which is a tiny fraction of the cost of a bookkeeper/finance controller/finance director/CFO.

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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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