Likelihood to Recommend Today, with a globalized competition and without truce, a company must evaluate and take into account its size, and use this to analyze which of the tools available in the market is more suited to their needs. If it is a small company, you can improve your customer service by incorporating a chat. But a company of national level must evaluate other aspects like: marketing, tastes, preferences, tendencies, etc. To achieve the effective management of relationships with our customers, this technology provides us with effective tools and easy access.
Read full review 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.
Read full review Pros 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 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. Read full review Cons 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 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. Steffen Jäschke Projektspezialist bei Steffen Jäschke EinzUnt Physik, Berechnungen
Read full review Likelihood to Renew QuickBooks Online Advanced is not like any other accounting software. With how great the software is now, I would definitely renew QuickBooks Online Advanced
Read full review Usability QuickBooks Online Advanced is great and effective. I use it for almost three months and it definitely does their job
Read full review Online Training The online training was easy to follow and understand. The online training gave us the specific instructions to follow
Read full review Implementation Rating Need to make an option for non-profit organizations
Read full review Alternatives Considered Sales management is based on the management of customer relationships and must be centralized so that its analysis is effective. The data that is collected must be available for the generation of statistics for decision making by the directory. This tool allows us to generate the necessary data to generate results, save time and production cost. The other products did not fit our objectives.
Read full review 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.
Read full review Return on Investment 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 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. Read full review ScreenShots