Customer Focus vs QuickBooks Online Advanced

• Facilitates the interaction between the company and customers, through various communication channels, thanks to the storage of information of interest, such as the needs and preferences for products or services.
• Access data of interest (about the clients, their histories, products, prices, etc.,) from any place with access to the internet
• An extensive knowledge about the clients allows the company to present commercial offers adapted to their needs, so the income is also higher, through a lower sales cycle. The CRM allows to enhance sales and marketing functions.

Read full review

• 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.

Read full review

• Cost is always an element to consider when purchasing a computer solution, both for the purchase of the software and for its maintenance, many forget about the ongoing support costs that come with software.
• Many systems are backed up automatically through the cloud or through some other solution, but not all. So there is a good chance that the data will be lost. it is therefore necessary to take the safe backup forecasts in the event of any unforeseen occurrence and cause us an unpleasant surprise.
• There is a difference between being served by a real person when making a phone call, to an automated attention system. Sometimes it is good to make the tasks more automatic, but it is also good to have a little personalized help to avoid losing the human value of relationships.

Read full review

• Possibility to create a template for electronic signatures on checks
• A new template that can allow the upload of general journal entries
• A better way to review custom reports in lieu of scrolling down; is possible creating a new dashboard that will allow a dropdown.

Read full review

• With the information available, about the clients, the company can know and segment the markets and develop effective and successful marketing campaigns.
• With the information the employee can develop more personalized relationships with the client.
• This customer service tool facilitated the administrative processes of sales to achieve higher performance and better results in the company.

Read full review

• 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.

Read full review