ClinicSense vs. QuickBooks Online Advanced

ClinicSense is best suited for any practitioner, either working in a workplace setting, or any self employed practitioner who charts clients and provides scheduling online. It's less appropriate for others in the health industry that don't have applicable charts (personal trainers, nutritionists) and / or have minimal client interactions

Incentivized

I gave this rating more from the standpoint that I enjoy using other bookkeeping platforms more than I enjoy QuickBooks Online Advanced. While QuickBooks Online Advanced is a solid platform that I have no issue working in, there are some areas that could be improved. The biggest of these areas is the overall design of the platform. I feel that when you first log in and are brought to the home screen, everything just looks cluttered.

Incentivized

• Client charts are detailed, visual & easy to navigate
• Customization is simple to use, allowing the program to feel more aligned
• Provided templates for client charts are plentiful and simple to use

Incentivized

• It allows us to link to bank accounts in order to get up-to-date, real-time information, which is so important in today's lightning speed work world.
• The "canned" reports are excellent and allow for extreme customization also. This makes them very helpful to both me and my clients.
• The user interface for QuickBooks Online Advanced is easy to navigate and is intuitive for novices. The screens are well laid out and have cohesiveness on each screen to match tasks with others that match up well.

Incentivized

• It would be great for ClinicSense to appeal to a wider range of users (ie Nutritionists, Personal Trainers etc)

Incentivized

• Proper advice in QuickBooks Online Pro for the usage if QuickBooks Online Advanced will be more efficient.
• More features and space in the app for organization of the self-created workflows.
• The stability of QuickBooks Online Advanced can still be better.
• There are still file-size issues and limitations on transactions and attributes of transactions.

QuickBooks Online Advanced is not like any other accounting software. With how great the software is now, I would definitely renew QuickBooks Online Advanced

Incentivized

QuickBooks Online Advanced is great and effective. I use it for almost three months and it definitely does their job

Incentivized

The online training was easy to follow and understand. The online training gave us the specific instructions to follow

Incentivized

Need to make an option for non-profit organizations

Incentivized

ClinicSense is more geared toward Massage Therapists (in my opinion), whereas Jane targets a variety of practitioners.

Incentivized

I have not evaluated any yet. I have used QuickBooks since 2008 and I used Sage in the corporate environment before using QuickBooks. Honestly, I can't remember it because it was early 2000's. I thought about evaluating and looking because of the issues I've had with QuickBooks, but I haven't really investigated.

Incentivized

• ROI is immeasureable. I'm certain clients wouldn't book without such a seamless process of online booking with automatic emails & confirmations. It's a huge time saver by inputting charts, finding information and checking schedules. I cannot imagine running my practice without this

Incentivized

• Positive - time and accuracy: Improved bank feeds with rules for automating categorization (expense account) of transactions.
• Negative - time and efficiency: Very slow response in data entry such as estimates, purchase orders, invoices, sales receipts, bills & bill payment, and even check writing.
• Negative - time and error correction: Payroll taxes and sales taxes remain in their own silos and are very difficult to correct OR wrong to correct with regular ledger and transaction entries.
• Negative - time and reporting: Customer activity cannot be tracked using deposits or JE'd transactions. Reporting and research require the use of transaction forms such as invoices, sales receipts, payments, and credit memos. As an example, the transaction register for a customer can be sorted by various parameters. A default is "All" transactions but does not include all transactions -- you have to select "All plus deposits" and you will also not see checks. This is about the same for Vendor activity, where deposits (e.g. refunds) will not show in the vendor's activity register. A vendor credit memo is required, then the refund can be pushed against that credit balance. The credit memo will appear in the vendor register, but a deposit will not.

Incentivized