Likelihood to Recommend I gave this rating more from the standpoint that I enjoy using other bookkeeping platforms more than I enjoy QuickBooks Online Advanced. While QuickBooks Online Advanced is a solid platform that I have no issue working in, there are some areas that could be improved. The biggest of these areas is the overall design of the platform. I feel that when you first log in and are brought to the home screen, everything just looks cluttered.
Read full review If you are one person or managing 10, TermSync allows you to track what you and your team is working on. When to follow up with customers so that no one is missed. It allows you to see if each teammate is pulling their weight and getting done what needs to be done or if more help is needed. The Executive Metrics reports give you all the information for month end reporting and also shows you the weaknesses so you can motivate your team to excel in those areas.
Read full review Pros 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. Read full review The dashboard makes it easy to organize my daily work and to track customer contacts. TermSync makes it easy for our customers to communicate with us at a time the best works with their schedule. I love the credit reference reports. This saves us all the time of printing, completing and faxing credit reference reports. Read full review Cons 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. Steffen Jäschke Projektspezialist bei Steffen Jäschke EinzUnt Physik, Berechnungen
Read full review Reporting. It is hard for TermSync to create a report for every business type out there so you may need to have some things customized, but they are always willing to assist. The requirements needed to accept payments online requires some information that larger companies may not want to give out. Read full review Likelihood to Renew QuickBooks Online Advanced is not like any other accounting software. With how great the software is now, I would definitely renew QuickBooks Online Advanced
Read full review Usability QuickBooks Online Advanced is great and effective. I use it for almost three months and it definitely does their job
Read full review Online Training The online training was easy to follow and understand. The online training gave us the specific instructions to follow
Read full review Implementation Rating Need to make an option for non-profit organizations
Read full review Alternatives Considered I have not evaluated any yet. I have used QuickBooks since 2008 and I used Sage in the corporate environment before using QuickBooks. Honestly, I can't remember it because it was early 2000's. I thought about evaluating and looking because of the issues I've had with QuickBooks, but I haven't really investigated.
Read full review When researching for this type of product, I did reach out to other vendors. I worked closely with Billtrust in the past and they were lacking in this area when I was ready to make my move. It is my understanding that they have something very robust in the works but I can't say where that will fall on the cost spectrum. By comparison, other companies, like Get Paid had priced themselves right out of our market. TermSync gave us the tools we needed at a price we could afford in the least amount of time and very little assistance from our IT Group, which was a big relief.
Read full review Return on Investment Positive - time and accuracy: Improved bank feeds with rules for automating categorization (expense account) of transactions. Negative - time and efficiency: Very slow response in data entry such as estimates, purchase orders, invoices, sales receipts, bills & bill payment, and even check writing. Negative - time and error correction: Payroll taxes and sales taxes remain in their own silos and are very difficult to correct OR wrong to correct with regular ledger and transaction entries. Negative - time and reporting: Customer activity cannot be tracked using deposits or JE'd transactions. Reporting and research require the use of transaction forms such as invoices, sales receipts, payments, and credit memos. As an example, the transaction register for a customer can be sorted by various parameters. A default is "All" transactions but does not include all transactions -- you have to select "All plus deposits" and you will also not see checks. This is about the same for Vendor activity, where deposits (e.g. refunds) will not show in the vendor's activity register. A vendor credit memo is required, then the refund can be pushed against that credit balance. The credit memo will appear in the vendor register, but a deposit will not. Read full review Our over 60 day list has been reduced by more than 100 accounts. Our DSO is consistently trending lower. All of the customer notes are stored in one place saving time for everyone. Read full review ScreenShots