Jolt is a task and workforce management, with time & attendance, remote (selfie) login, scheduling, and simple tasking tools, from the company of the same name in Provo, Utah; useful for small teams that could leverage frequent communication.
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QuickBooks Online
Score 8.1 out of 10
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QuickBooks Online is a SaaS version of the QuickBooks product. It contains all of the features found in the local version. Higher-priced plans include greater automation, payment management, inventory and time tracking, and analytics features.
There is no better way for Cleaning & Maintenance Lists. The follow-up is automatic, it is user-friendly for leaders, and easy to update as needs change.
I am excited for the new updates coming out that will help our new hire training!
QBO is a great solution for small and midsize companies. If the goal is to record all transactions and pull reliable financial reports, QBO is a great option. QBO is also a great solution if most operations are run in a system like Ramp. It syncs well with systems like that and turns the data into something management can use to make decisions. QBO is great because so many people use it. It is easy to find training online, and many people have experience with it.
Time management and tracking of daily employee productivity.
Allows for instructional data to be added to all our checklists, audits, etc to provide hands on training all the time!
Ease of use. It's a breeze to create new lists and use the lists already created
Mobility- my staff is on the go and being able to grab an iPad at the beginning of their shift and take it with them through the day completing tasks and allowing for more autonomy in our work force
Versatile. Can be use for simple list down to more complex guides and checklists with calculations and scoring.
Workflows for accounts payable invoice review are terrific.
Bill payment allows you to pay vendors online via ACH or check without having to write a physical check, which reduces admin time.
The cloud based login lends well to a remote or hybrid work environment for staff.
QuickBooks Online allows you to pre-configure vendors' general ledger expense accounts. This helps with general ledger coding accuracy and consistency.
QuickBooks Online integrates with Rippling HRIS, Coast, Capital One, JPMorgan Chase, etc., which lends well to an efficient month-end closing and reduced administrative time.
We would love to see a "favorites" icon that can be enabled for any label. We have dozens of labels specific to products/processes that are grouped within a multitude of categories. If one is not familiar with which category a label is stored, it requires the use of the search function in Jolt (which is definitely a nice feature and great time saver). However, we were able to create a category called "favorites" and duplicated our frequently used labels into this location for ease of access.
I dislike that the online bill pay option through QuickBooks is required for their invoicing.
The auto-fill portion of the customer setup, specifically the company name, is listed, but it also auto-fills in the name portion, which is inconvenient and time-consuming to remove.
Jolt is very user friendly and offers a lot of solutions to my companies needs. If it offered a Payroll piece and a Point of Sale piece it would make it a complete system that would solve 99% of my companies needs.
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.
The system itself is very user friendly and every one of our team members is able to use it easily. The only difficulty that we have occasionally run into is a lack of connectivity between the Bluetooth printer and the iPAD. There are only two or three of us on staff that are well versed enough with the product to be able to fix it when there is this kind of issue.
Beyond being overkill for a small org's needs, QBO is constantly stealing screen real estate and attention by hammering users for account upgrades, connecting to one of their approved consultants or buying add-ons. The idea of using a simple configurable bookeeping and light accounting interface is completely missing. At the very least, we should be able to hide functions like inventory that we will never use.
When I have had questions or needed technical support, I have received a very prompt response to my emails. The answers are concise and if there are instructions they are easy to follow and implement. All interactions I have had with the Jolt team have been a very positive experience.
In my experience, most representatives keep me on the phone for hours, literally, for a single issue and then usually cannot resolve it satisfactorily. I have 10 open cases that need resolution and, in my experience, there has been NO follow-up communication on any of them.
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
Jolt provides a full house of solutions. I would have to go with at least two of the other companies to capture all the solutions I was looking for. Jolt gave me all of it. I also want to be clear that other companies promised solutions that they hadn't built out yet. Jolt is upfront and honest about things they are working on, but they won't sell them to you as a means to get you in, only to disappoint you. I have a lot of respect for that.
As a freelance bookkeeper, the Desktop version of QuickBooks Online doesn't allow for ease of access from any device. Having to be on a computer with the software downloaded creates additional work to gain access to all required filings etc. Also, I personally find the linking functionality on the Online version to be much more streamlined and user friendly.
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
Food safety processes have reduced significant amount of time managing.
Cleanliness- Saved some labor dollars here by implementing a more consistent process. Added some training videos on cleanliness to help give a clear message of the expectation.
Recipe Management- We have saved thousands on having the ability to upload live recipes and be global rather than having the paper copies of recipes laying around and possibly not being up to date.
QuickBooks has given us a useful portal by which to get an overview of our financials.
QuickBooks has given us a relatively easy way to send out invoices quickly and efficiently.
Due to the customization limitations on QuickBooks, we've had to get creative in third-party implementations to better represent our brand and to track financials.
