QuickBooks Desktop Premier vs. SumTotal (legacy)

We really think that ANY typical business would be a reasonable fit for QuickBooks Desktop Premier. While not necessary, even a comparatively unexperienced accounting person could look at the "Home" screen and follow their nose thru typical daily accounting processes without much detailed knowledge. Reporting is simple, looking up customer info and prior transactions is simple, looking up vendors and prior payments is simple... all in all, quite straightforward. I really can't think of an instance where it would be 'less appropriate'.

Incentivized

Very good for learning and development and training of employees. For Applicant tracking, recuirement, onboarding, and enablement, I prefer SAP SuccessFactors or Skillate. I also found that the SumTotal app is not very friendly on android and crashes sometimes and it is not optimized for mobile. Hence I end up never using it.

Incentivized

• Employment - it makes creating paychecks a snap and tracks taxes.
• Invoicing - they have a straightforward approach to creating invoices and you can even email them to your customers.
• Customers - the program makes tracking customer information and balances easy.

Incentivized

• Assign complete learning plans to users so they don't have to spend time searching for courses.
• Export learner's transcripts so managers can easily see their employee's progress.
• Embed Social Media feeds that are relevant to their business.

Incentivized

• Support for older versions of QuickBooks ends after three years, then users must purchase the newest version at full price. Renewals should be deeply discounted for existing users.
• I would like to see better in-product inventory tracking, so we can choose LIFO or FIFO rather than the ambiguous "average cost" method.
• I would like to be able to assign payroll taxes to jobs for better job costing.

Incentivized

• Reporting
• Mass importing of manual checks to be issued in California
• Ability to fund pay cards immediately
• Perform gross-up calculations within the payroll system automatically

Incentivized

Because we have been extremely happy with the product and our organization tends to be creatures of habit. We rarely leave a product that works this well for the latest and greatest. Typically we follow the "if it's not broken, don't fix it rule". While QB does make changes we typically just roll with it. If we do find something we don't like we work through it until we fully understand its functionality.

Incentivized

I have transitioned from a position who supported the product to a position where I use the product. I continue to be impressed with the robustness of the product and how efficient it is. It is a user friendly software that can be used to navigate and accomplish tasks to meet organizational requirements.

Incentivized

We switched to a more "robust" software program with the hiring of a new CFO. The migration of historical data and ancillary information has been cumbersome and riddle with errors and issues. In hindsight much of what the new software program was touted to accomplish is not come to fruition. QB Desktop Premier was sufficient for the organization needs

Incentivized

I do not find SumTotal to be intuitive. I feel we need to adjust our needs to meet the functionality available in the tool.

Incentivized

This is very reliable software, the desktop version is fast. If there is a problem, it is most likely on your own hardware!

Incentivized

It takes forever to load.

Incentivized

This is where QuickBooks falls short. Many times my staff has had questions that have not been able to get resolved easily with a chat or call. I personally have had more general questions that have not been answered easily as well. I think QuickBooks needs to provide the resources of having readily accessible help in order to make it simpler to get solutions.

Incentivized

We have our own IT support to assist in SumTotal issues, however, we have had to log in cases directly. Support is mediocre at best.

Incentivized

It is important to do your research. There are tutorial videos online that could help new user of this accounting system. These tutorials are straightforward and easily understandable.

Incentivized

QuickBooks Premier handles most of my business functions efficiently in one package. It is not my "everything." I use Replicon for time rather than QuickBooks. I don't want my WIP data interfering with my accounting. I use PaySimple for it's web interface and back office processing. I don't have security issues since I don't have any credit card data in my possession. With today's identity theft environment, I have to protect myself as much as I can. Not having credit card data in my accounting software lets me sleep much better at night. Quicken will do basic accounting but does not have all the double entry accounting systems contained in QuickBooks. QuickBooks Online does much of the basic business functions but I don't like the pricing structure. As a professional accountant, that is very important to me. Bill.com provided a good service but the ability of QuickBooks to add bills and receipts to transactions makes it redundant.

Incentivized

When I came to my company, they had been using a "light" LMS called Articulate. It was cheap and bare bones; i.e. not a lot of features, really just a platform to launch eLearning from and not real interface for student to utilize. When I began to overhaul the training department, this was one of the first things I changed. Articulate would only run courses built in their software, and the software was not 508 compliant. In addition, we had no ability to create learning plans, house transcripts, customize the interface, or manage the students. I made the choice to select and LMS that was a true LMS with all of the features that were critical to our clients' needs. Thus far, SumTotal has been able to support all of our needs, except one; mobile learning that is media rich

Incentivized

They're getting better. Still room for improvement.

Incentivized

• Most of our business clients use QuickBooks which makes it efficient for us to work on clients that use the program. We can import QuickBooks data into our software which adds efficiencies to our tax practice.
• Having staff that are familiar with the software enables our firm to provide quality service to the clients that use QuickBooks.
• We receive referrals from satisfied QuickBooks clients.

Incentivized

• Clean front-end user interface for easier course catalog management.
• Reporting has been more difficult than previous LMS.
• Audience building has more variables making it more difficult to manage.
• Slower overall client turnaround due to admin side interface.

Incentivized