Dext vs. QuickBooks Desktop for Mac

Application suits well to multiple user structure where users buy and pay expenses on the go so each user would have their own mobile app and access to Dext Prepare and soon after the purchase, they take a picture of the receipt and upload so finance team can access the information straight away. It would not suit well where a business has very few users who pay the bills and most bills are on the cloud (via emails, all-digital in the first place). Because these bills can be emailed to the accounting system in the first place anyway or other software providers where monthly subscription is much cheaper.

Incentivized

It is extremely well suited for smaller companies who are trying to manage things on their own without outsourcing too much. The program is easy to learn and doesn't require too much training time before it can be implemented. The online/cloud feature makes it even more accessible to our employees, so it's great. It would be hard for a large company to use it since it is geared towards smaller companies and the interface may become overwhelming with too many inputs/bills to manage.

Incentivized

• Key metrics on the submissions by clients and any delays. This allows for early identification where client may be struggling to get the information submitted to Receipt Bank, holding up the bookkeeping processing and ultimately delays in delivery of information to the clients.
• Identifying unprocessed receipts sitting in the clients Receipt Bank file.. This assists in managing internal workflow and aiding team members who may find they need assistance in completing key tasks.
• Identifying which clients are using Receipt Bank effectively and which clients need assistance. This can provide the opportunity to discuss with all clients what works well for them and what needs improvement by sharing some of the wins from other clients.
• Providing managers the ability to review with ease the progress of Receipt Bank processing by client and by bookkeeper. This allows them to identify issues literally before they occur.

Incentivized

• Reconciling my bank accounts is made easy by automated bank connections and rules for re-occurring transactions. I can also transfer between connected bank accounts making sure to not double up on transfers or payments.
• I love that I can access Quickbooks Desktop via a web browser, iOS, and the desktop app. I live in a mobile world so having the ability to crossover is vital.
• Payroll. One simple feature that allows me to track employee and employer taxes, make payments, and automate the entire process. All I have to do is hit approved and the rest is done for me. I love it!

Incentivized

• On the Inbox screen include a 'due date' column so items can be easily sorted in due date order to assist managing accounts payable
• improve the data matching between XERO and DEXT. Currently it performance is 'random' and does not occur on each customer file. Seems it is something that needs to be requested from support. It should be an automatic feature

Incentivized

• QB for Mac is not nearly as feature rich as the Windows Version
• QB for Mac has recently FORCED users to password protect all databases. They SHOULD allow a preference to disable rather than imposing their workflow on the end user. The PW is in my environment [and this step is] unnecessary and a cumbersome waste of time.
• Mac version can occasionally be a bit buggy

Incentivized

Dext is the best way for us to manage our business expenses. Physical and PDF receipts/invoices will be around for a while, but the move to eInvoicing is very good and we look forward to Dext adding this feature

Incentivized

I haven't spent that much time with the newer versions of QuickBooks for Mac, but I think I'm seeing it make the much-needed improvements. For example, something as simple as undoing the previous reconciliation was a terrible chore, and I'm glad that feature has been included in the newer versions of QuickBooks for Mac

Incentivized

Receipt Bank was great 3 years ago when I started using it. Now it’s way to expensive for what you can get elsewhere for free. Also the rebranding didn’t work in my opinion so the Dext name doesn’t have the same feeling to me as Receipt Bank.

Incentivized

The Mac version is OK overall. I find the Windows versions to be much more robust but Mac is quite good for Mac users. Though I think die hard Mac users should consider QuickBooks Online instead as there is a new QB for Mac app that makes using QBO much better!

Incentivized

I've been using the QuickBooks online version for a little over 6 months now (upgraded from Mac desktop) and I haven't had any access issues. There have been times when it was down for service/upgrade however there is always plenty of notification time given by the Quick Books Online Support team. These upgrade maintenance time frames are always over night hours and on the weekends so everything can be worked around very easily.

When I think I have broken the platform the help guys and girls are simply fantastic. They take time to understand the problem and usually resolve the issue on the spot. I have not had to wait more than an hour to get anything resolved - be that an issue I have created or a fault in my understanding of the program. Can't rate their support I have received to date highly enough.

Incentivized

Fortunately, I haven't had to reach out much for support.

Incentivized

I have never been able to get Expensify to work for me. The reports are just completely unintuitive and I end up having my client generate the report I need and send it to me instead. For QBO the restriction on which email addresses can send receipts is too limiting. They also do not extract data well and the overall system is very clunky compared to Dext. Of course the trade-off there is that you aren't paying a separate monthly subscription fee.

Incentivized

I tried switching to QBO (QuickBooks Online) a couple of times. And in both cases it was disastrous. The software is buggy and the workflow is not at all like what I was used to in Desktop and so I felt like there was a brand new learning curve. You would think that they would make their online option as close to their Desktop option so that migrating customers would have an easy time. The worst part is that if you have inventory that you need to track, when you migrate from Desktop for Mac, it does NOT bring in your inventory accurately in any way. This was a dealbreaker for me. Be very careful about migrating if you track inventory. So for all the shortcomings of Desktop, I still prefer it over QBO.

Incentivized

• Receipt Bank has helped alleviate the frustration felt by both our clients and our staff when it comes to the detail needed for some of the organizations that we serve. In some cases it's just NECESSARY to have all of that detail for the financial statement preparation, and prior to Receipt Bank, we had to email back and forth, download attachments, manually enter the information into Quickbooks Online, save the document etc. It was a tedious process. Receipt Bank took care of all of that, and it saves both our clients and our staff HOURS of work each month.
• Receipt Bank has given our clients the confidence to make their work places paperless offices. It frees time and money for them, because they don't have to keep track of the documents, they don't have to store the documents (and find a place to store them), and they never have to file them away. Receipt Bank archives all of the documents so you can find them if you ever need them, and the documents are in their financial data as well, which is where they really need them. I've never had a client regret going to Receipt Bank just because it makes life so much simpler for them.

Incentivized

• My private consulting practice slowed down when I chose to only support QuickBooks for Mac clients because there are far fewer QuickBooks for Mac clients than their are clients using other QuickBooks. I chose instead to focus on online accounting options, apps that integrate with online accounting options, and sustainability accounting as a tool for business success.

Incentivized