QuickBooks Online Advanced vs. Serrala

I used QuickBooks Desktop for 13 years. Many of the functions that I used in QuickBooks Desktop do not appear in QuickBooks Online Advanced. The missing functions are as follows:

1. New employees also do not have access to the existing custom reports.

2. When an employee is assigned to change the dates on a custom report, it creates a new report instead of simply updating/replacing the existing custom report.

3. Balance sheet reports also cannot be filtered by account, only by Customer, Vendor name, Product/Service and Class.

4. After using the Recurring Transactions function, the transaction does not automatically update to the next month’s date. The user has to manually edit the Recurring Transaction template.

5. On large custom reports, the print/export buttons are all the way at the far right of the spreadsheet, so you have to scroll to the right just to reach them.

6. Customized budget to Actual reports automatically scroll down, hiding the editable fields used to create the report, and making the user have to scroll back to the top of the report to make a change.

7. Custom reports are automatically alphabetized, and there is no way to customize their order.

Incentivized

• It allows us to link to bank accounts in order to get up-to-date, real-time information, which is so important in today's lightning speed work world.
• The "canned" reports are excellent and allow for extreme customization also. This makes them very helpful to both me and my clients.
• The user interface for QuickBooks Online Advanced is easy to navigate and is intuitive for novices. The screens are well laid out and have cohesiveness on each screen to match tasks with others that match up well.

Incentivized

• Proper advice in QuickBooks Online Pro for the usage if QuickBooks Online Advanced will be more efficient.
• More features and space in the app for organization of the self-created workflows.
• The stability of QuickBooks Online Advanced can still be better.
• There are still file-size issues and limitations on transactions and attributes of transactions.

It has become second nature to use Quick Books at the company. If you need a report you log in and pull the report. It helps expedite reconciliation of bank accounts, the automation of most tasks make it easy to get mundane tasks completed quickly.

Incentivized

QuickBooks Online Advanced is highly usable and intuitive for most day-to-day financial tasks. Its interface is clear, and core functions such as invoicing, reconciliation, and reporting are easy to perform. While some advanced features like report customization or integrations can be less straightforward, overall the platform offers a smooth and efficient user experience.

Incentivized

In the 5 years I have been using it, I cannot recall there ever having been an outage or not being able to access the system. Sure, there are issues with internet speeds sometimes that are unrelated to Intuit but it is a very reliable system.

Incentivized

Since we do not integrate the software with other systems, I do not have any issues with speed related to that. Pages tend to load pretty quickly, but there are times when reports or other pages take a little longer to load than usual. It is not an overly frustrating amount of time, though, and it happens infrequently.

Incentivized

The online training is good enough.

Incentivized

I did not participate in this part particularly much. The implementation was simple and easy to perform. There were not any major issues that arose during the process. QuickBooks has made the processes pretty streamless and I believe they had anticipated many difficulties ahead of time. This was easy enough

Incentivized

Quickbooks and Xero are similar in many ways, and we do use Xero for a small number of entities in APAC because it’s better for local tax compliance. Similarly, we use Zoho Books in India for this reason: Quickbooks is less expensive than Netsuite and cannot support larger enterprises in the same way. It’s less clear how it compares to Rillet and DualEntry but those system do seem to have stronger AI offerings.

Incentivized

Software is very flexible

Incentivized

• QBOA has shown my clients the increase and decrease of my monthly income activity
• I am able to project my income and spending more easily
• The P&L reports has shown me a lot and by customizing to focus on my income and expenses has allowed me to better budget

Incentivized