QuickBooks Desktop Premier vs QuickBooks Online

• The program is easy to learn and use. We can train our clients' personnel how to use the program with out difficulty.
• It is easy for clients to generate bills and manage accounts receivable.
• It is easy to manage accounts payable and allows clients to pay their bills electronically.
• Transactions can be imported electronically for credit card and banking transactions.
• It is easy to reconcile bank and credit card accounts.
• We can import data generated by QuickBooks into our tax and accounting software.

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• The user interface is clean and things are easy to find. This saves us time from having to look for things we need. If we can't find something, the Help and Search features are easy to use.
• There is a bar graph at the top of my Customers page that shows a breakdown of overdue invoices, open invoices, and those that have been paid in the last 30 days. This is nice because I can see all this information quickly when I need it.
• We can customize invoices as much as we need to and it is very user-friendly. We can email individual invoices or in bulk to save time. We can send invoice reminders and statements in a flash as well. All of these things help us get paid on time.

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• I would like to be able to choose how i want to view accounts receivable aging. I would like some flexibility to sort and choose how to present the data.
• For a seasoned accountant, I would like to see some of the restrictive controls that are in place for novices to be able to be relaxed so that I can easily make some entries and adjust some balances that ordinarily a regular user would not be able to do.
• I would like to see an easy way to clear old outstanding checks that need to be reversed without affecting prior balances/history.

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• Non-profit functionality for fundraising - I have to categorize accounts receivable as sales, and instead of being able to show collection of the sale and put the funds into our fundraising (income) account upon collection, I have to delete the sale and recategorize the expense as a fundraising
• Reports could be more clearly labeled so I could find what I need better (e.g. being able to pull how much I paid a contractor by name).
• Reconciliation of errors between bank and QuickBooks accounts - I make mistakes, I need to know there's an easy way to reset the account to zero our minor errors, but have not yet found the means to do so.

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• Since our financials are kept very up to date, it helps us compare our financial results to prior years and it is used for our internal goal setting.
• Due to the accountant copy function, we are able to provide better service since our clients are not waiting on us to fix historical data. They can continue their operations uninterrupted.
• The import feature certainly speeds up the process of accounting for our payroll. As previously mentioned, it takes about a minute to do our entries for payroll and check them.

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• QBO allowed us to integrate with our CPA quickly, absolute must to keep in compliance with tax laws.
• Having our books organized in QBO is critical for commercial bank loan officers if you need financing.
• We are able to manage bookkeeping and accounting needs with no staff dedicated to that function - those are tangible cost savings.

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