Likelihood to Recommend We need an all-in-one ERP system, and it suits basic needs. If you are looking to utilize reporting or utilize the CRM you will have to learn to format the information you are able to pull to make it manageable and easier to read. This ERP uses a Crystal Reports system that needs to be converted into Excel or another software program to sort and identify anything. There are a lot of advantages and I am sure the issues we are having are because of how our staff is using this system or has set up this system for our needs.
Read full review It seems Intuit is more interested in generating revenue than taking care of their customers. After only 28 (working) days using it, I've had to call for Help 23 times, and, in my experience, only spoken to 2 people who had an understanding of basic accounting practices and the ramifications of some of their suggested fixes on the General Ledger.
Read full review Pros We have recently upgraded to the latest version and it moves pretty quick going from screen to screen. It is able to capture labor dollars per work order as well as materials to each job well. You can track the flow of materials pretty easily. Read full review It enables me to do a P&L for each specific program as requested by the county for the grant money that they give us. It enables me to do [an] organizational budget as well as a budget for each specific program It enables the accountant and the auditor access at any time for transparency Read full review Cons The layout is dated and hard to navigate at times. You need to go into different sections to access functions of the system, which can be confusing - this is one of the largest frustrations we face because we need to search for sections that are not commonly used. Updates seem to cause issues with the overall system and it takes several attempts with customer service to get issues resolved. We are behind in our updates because of this. Each update push causes us to shut down because sections then don't work correctly due to patches needing support to completely update them. We were unable to access customer transactions for a good part of the day because of the last update. Errors happen more often than not. We have random errors pop up that cause us to have to close out the system in its entirety, losing any work we have done. We need to restart the system and hope other errors don't populate before we can move forward. Calling customer support is not helpful with this, we are told that these errors happen sometimes. There is not a fix. Part/Router numbers randomly disappear. The Router/Part number will need to be rebuilt before we can move forward. It's frustrating. Again, customer support can not tell us the root cause of the issue. Help section of Global Shop Solutions is not helpful - it has a lot of technical jargon and at times is not easily understood. There are many sections that look to be more IT-based than user-based. Also, there are out of date sections so you might not be able to find what you are looking for. Training modules available for an extra cost. Read full review The budgets feature leaves a lot be desired - difficult and clunky to populate and maintain. Reporting for Budget vs Actual is available but the ability to reforecast based on updated data is not. The rules function to default common types of expenses isn't perfect and will get confused if like amounts or a number of similar items present. Read full review Likelihood to Renew It like the product 'right out of the box' and I trust Intuit will continually improve it over the years based on my experience with their desktop products. The large providers of Apps makes customizing the entire package relatively easy and seamless for a wide variety of business types.
Read full review Usability While QuickBooks Online is generally easy to navigate, there are some features and functions that often require a Google search in order to find out where they are actually hidden. Additionally, there are some simple customization features that are surprisingly not available for an otherwise advanced program (e.g. only having a pool of 4 fonts to choose from, only having 4 very limited templates for invoicing, not color selection, etc). While I would say that about 75% of users shouldn't have a problem finding their way around with basic functions, there is a learning curve if you want to be able to dive into some of the more useful features, almost to the point that you need to have a dedicated account manager in order to use QuickBooks Online most effectively.
Zach Yokum COO (Chief Operating Officer) / Creative Director
Read full review Reliability and Availability We have rarely had outages in the last 10 years. I can only recall 2 times in the last 10 years where we were not able to access our client files.
Read full review Performance There are tab issues. When I tab the field doesn't highlight and I have to backspace or delete what is in the field. Happens on the memo field and sometimes other fields. Very time consuming.
Read full review Support Rating Support is great, all incidents been resolved. Quickbooks Online forum is very well organized and helpful. I like the fact that they let the community contribute in resolving issues. Most or many of your answers can be found online. You can also get help on YouTube, but the easiest way to get assistance is through their chat system.
Read full review Implementation Rating The person in charge of QB needs to be very accurate with record keeping and is recommended to stay on top of tasks. The biggest issue we have is reconciliation, and those issues occur only when too much time has occurred between reconciliations
Read full review Alternatives Considered This works the best for a manufacturing business. Any other type of business, I would look to other products.
Read full review I have used Wave Accounting for another business. I selected QuickBooks Online over Wave because of the features available from QuickBooks. Wave is great since it is free, but I feel that paying for QuickBooks Online is worth it for the features. In addition there is such a robust support network and training available for QuickBooks.
Read full review Scalability As we have grown along our professional path, we have also expanded our use of QB. The scalability is easy and features seem to be waiting for you until you need them. We have increased profits by over 10x from our first year in business to the current and have yet to find a reason to look elsewhere
Read full review Return on Investment We have used the CRM for the last 9 months to support our sales team. Now we can see interactions, followup practices, opportunities and adjustments in one section. This has allowed us to better service our customers and make sure that followup is done. Read full review It has created a lot of cost and in-efficiency whenever we need to talk to support. I spent a lot of time setting up their automatic reminders for past due invoices and it worked for a couple of months and then it stopped. It's currently being worked on by their tech team but it has been months and it is still not working. It would have saved me a lot of time. Their multi-currency saves time in sending invoices abroad but it's limiting when a customer wants an invoice in USD instead of a foreign currency so I have to set up different customer accounts for different currencies. Read full review ScreenShots Global Shop Solutions ERP Software Screenshots