Dext vs. QuickBooks Self-Employed (discontinued)

It is great for accounting firms. Easy to add and administer client accounts. Easy to integrate with QuickBooks Online. Easy for clients to capture and submit receipts on the go. It is hard to use for manual data entry, and if your clients frequently have very long receipts the Dext Mobile app does not work well as it compresses the image to the point where it is completely illegible. It does not seem to be designed for business owners to use directly rather than using it through their accounting firm.

Incentivized

QuickBooks is a great tool for new SoleTraders that need basic accounting software and require digital invoicing for their clients to send via email and access key features via a mobile app on the go. QuickBooks is a straightforward tool to use with a simple design and learning curve for business owners that are not very tech-savvy. For businesses that operate on a larger scale and need to provide access to other users on their team, QuickBooks is limited. This type of business may also require more insights into the business outside of accounting, and QuickBooks won't be able to supply insights outside of that.

Incentivized

• Receipt Bank does a stellar job of extracting information from photos of receipts and bills. I'd say 95% of the time the information pulled is correct, so very rarely do I have to correct an amount or date.
• One feature I really enjoy is not only the syncing with Quickbooks Online, but the fact that it also pushes the image to Quickbooks Online as an attachment! This means that for every expense/bill processed through Receipt Bank, an image of it is available inside of the transaction inside of Quickbooks Online. This makes researching a breeze.
• Receipt Bank makes it very simple for users to add documents to the platform. Each company receives a dedicated Receipt Bank email address, which they can email to and upload documents, or users can use the phone apps (which are really easy to use), or they can upload documents from their computer. Training our clients to use it really can't be any easier!

Incentivized

• QuickBooks Self-Employed does keep a running total of your income and estimated taxes. Of course, this requires that your entries are accurate.
• The mileage feature is particularly helpful. One just needs to either use the phone app in conjunction with QuickBooks Self-Employed, or keep a log of all mileage.
• When tax time comes around, it's easy to use TurboTax software and import your data from QuickBooks.

Incentivized

• Receipt Bank Practice Platform has many great features. As they develop the platform I would like to see a rigorous review of all features so as not to add too many and overwhelm my team.
• Having the flexibility to pick and choose from a suite of features and implement the ones that best suit my practice. A tailor made Receipt Bank Practice Platform. this would allow my practice to grow into the features rather than be overwhelmed by too many.

Incentivized

• Doesn't integrate with Mint, which I use for my home expenses. I think this would be a nice addition to the program, so I could keep track of my whole financial situation.
• A Windows 10 app would be a nice addition to the program, so I could access it securely from my desktop.

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

Dext Prepare's usability is great, it has lots of functions and you can scan any type of document, including hard copy handwritten documents. It is not very accurate but it is handwritten!! Apart from it, you can use multiple functions like one page at a time, multiple, in bulk. You can send emails with multiple attachments and one of the greatest function is the mobile application capabilities.

Incentivized

I have been using this software for several years now and it has always put out my data in beautiful generated reports that I can use for verification purposes with my financial institute and the IRS. It has all the tools I need to run my business without loosing track of anything

Incentivized

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

I have never faced any difficulties that required me to contact QuickBooks customer service. QuickBooks has plenty of online tutorials, blog posts, and helpful tips and advice for almost any issues you may face using the desktop or app version of the software. Even if you can not find the right answer on the QuickBooks webpages, there are loads of YouTube videos from experts.

Incentivized

Dext is much easier to use than Hubdoc. You can approve documents in batches whereas in Hubdoc you need to review each document separately. Once Dext is set up properly, there is little need to review every document.

Hubdoc does have the ability to save documents to an external site, like Google docs as a backup.

FreshBooks limited my ability to categorize transactions, specifically removing duplicates or excluding them. I selected QuickBooks Self-Employed because it allowed me to be in control of items. Sometimes accounting is just making sure things are organized the way YOU think, and FreshBooks wasn't doing that for me.

Incentivized

• I am a single operator Bookkeeping business and run a very profitable business because DEXT provides me a very efficient process to capture critical data without the need for additional manpower.
• The information DEXT captures, stores and reports helps me plan an present relevant information to the client to support pricing increases at client reviews
• The information DEXT contains helps me present business insights to the client thereby assisting in their business aspirations which helps deepen client relationships

Incentivized

• Overall, tagging expenses and mileage has saved me thousands in taxes, for a relatively low cost of around $8/mo.
• QuickBooks allows me to get invoices to clients quickly and accept online payments, which helps with cashflow.
• The app has stopped tracking mileage automatically on my device, so I worry that sometimes I am not tracking business miles effectively, which could end up costing me at the EOY.

Incentivized