Quickbooks Desktop Pro is accounting software from Intuit, Inc. It includes core accounting features, plus analytics and exportable reports. It is offered in on-premise and SaaS forms.
N/A
Workbooks
Score4.9 out of 10
N/A
Workbooks offers cloud-based CRM, marketing automation and business applications to the mid-market. Workbooks includes order management and fulfillment, invoicing, and supplier management. Workbooks aims to provide a single 360° view of customers, where the information is accessible anytime, anywhere.
For a small business, QuickBooks Desktop Pro is great! For a larger, more complex business, another system may be more beneficial. We actually run multiple businesses on QuickBooks Desktop Pro, but all are very small. The help feature is sometimes so beneficial, and sometimes it seems like you just can't get the right answer and need to find a workaround - but this is usually for more complex issues.
It's a really great system for small to medium organizations that are willing to spend some time thinking about how their workflow can be improved by designing processes which will allow them to streamline and automate their business. For people who are not serious about making a commitment to bettering their business, Workbooks may not be a correct fit. For instance there are a lot of features which many people think they don't need, but they haven't really spent the time to figure out what the needs of the business are. The nice thing about Workbooks is that you can turn off things you don't need, and then when the business demands, they will be there for you to utilize.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Sales process management from enquiry to delivery of product
This was previously on as many as 4 systems using excel and legacy applications such as the written word in log books
Automatic reporting for financial compliance: once built, the reporting process reduced the workload on a monthly basis from 2 days to 20 minutes
The FD loved it
The overall capability of the package enabled the sales force to rapidly pull our pertinent data for a sales call, plus managing time and resources better for increased efficiency
Business development and focussed marketing became so much easier, we noted that the process paid for itself many times over
QuickBooks Desktop Pro has been around for a few years and after an update[,] they force you to look at the changes/updates before you can use [them] after updating.
QuickBooks Desktop Pro does not have 2FA.
QuickBooks Desktop Pro should offer a way to store backups to a personal cloud without having to map a local network drive.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
There really isn't all that much, what I would like to see is an app to use on iDevices. Our sales team all have iPads for presentations etc.
While Workbooks works rather well with HTML 5, I would still like to see an app. I know it's in the making, but haven't seen anything of this as of yet.
I am sure that would increase productivity even further (if it's of the same standard as the main environment).
I'd love to keep using it, and do intend to - though we've not been pleased with price increases over the past several years. In fact, we used to subscribe to the payroll service, but QuickBooks priced themselves out of reach for us, so we discontinued that. Currently, pricing would be the primary reason for NOT renewing, if we didn't.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
the product works. support has been good or great so far all has been great and we hope to get more from the product. we purchased for an initial year then renewed for a longer term, we have no regrets with this.
The set up was quite easy. I took some online training causes, and figured our the rest pretty quickly. The only issue I had during the implementation process was it was very hard to change some of the GL Account name to reflect the needs of a non-profit organization, such as Net Assets. At the end I had to scratch what I did, and used the existing formats that the third-party bookkeeping firm shared. Everything else is simple and easy to manage and implement.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
They are awful. Intuit doesn't spend real money on support. They appear to have typically said, first-level script readers who are sending messages to the senior people for anything even a little bit difficult. Many of them don't speak particularly good English. Considering that they recently doubled (or, if you are paying annually, tripled) their pricing, and touted as one of the benefits that it includes [..] support, it's a real ripoff. However, we have to use the product because it is ubiquitous. I look forward to the day a competitor comes up with something good enough, which has excellent support, that matches all the features QuickBooks Desktop Pro currently has [...] or at least gives us a way to have all the functionality we currently have without excessive sacrifice [...] so that we can switch. I was very satisfied with QuickBooks for many years. This latest [rise] in price, and their sheer gall at touting the benefit of the 100 to 200% increase as being [the] inclusion of support, is what turned me so far against them.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Best thing I ever did was to attend a two day training seminar on QuickBooks, I learned an immense amount in a short time with hands on training by experts. I strongly recommend such training for anyone using any part of the software. It will pay for itself in the first month.
We implemented the software ourselves. The training we received on the software was done by taking a community course teaching us how to use QuickBooks. It allowed me to get started with some basics of how to use the program and have not needed much assistance since completing the course work.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We tried switching from QuickBooks Desktop Pro to QuickBooks Online, but there were a lot of issues and bugs so we ultimately decided to stay with Desktop Pro. Unfortunately, we are losing a lot of Online Banking capabilities on 5/31 as we have an older version of QB, but we plan to stick with Desktop Pro. In terms of invoicing, SaaSOptics beats QuickBooks in almost all aspects as it's all automated and takes seconds to create and send invoices. However, SaaSOptics is not really a full ERP program so it wouldn't serve us as a main bookkeeping software like QB.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We felt the high amount of customisation available from Workbooks was much more beneficial to us than the offerings from the larger CRM companies. We also liked the smaller company mentality of Workbooks as it reminded us of ourselves. Ultimately the price also paid a factor as Workbooks was more affordable for what we needed.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
