QuickBooks Online vs. TaxJar

QBO is a great solution for small and midsize companies. If the goal is to record all transactions and pull reliable financial reports, QBO is a great option. QBO is also a great solution if most operations are run in a system like Ramp. It syncs well with systems like that and turns the data into something management can use to make decisions. QBO is great because so many people use it. It is easy to find training online, and many people have experience with it.

Incentivized

If you aren't a tax professional, this is a must. Trying to manually calculate which county/city/state sales tax is owed will break your brain. Actually, even if you were a tax professional, why would you want to manually do it when you could just have a tool like this to calculate it for you. I wish it was also affordable to have it file for you and there are some crunchy bits, but its pros definitely outweigh the cons.

Incentivized

• Workflows for accounts payable invoice review are terrific.
• Bill payment allows you to pay vendors online via ACH or check without having to write a physical check, which reduces admin time.
• The cloud based login lends well to a remote or hybrid work environment for staff.
• QuickBooks Online allows you to pre-configure vendors' general ledger expense accounts. This helps with general ledger coding accuracy and consistency.
• QuickBooks Online integrates with Rippling HRIS, Coast, Capital One, JPMorgan Chase, etc., which lends well to an efficient month-end closing and reduced administrative time.

Incentivized

• The CSV upload for clients that do not have or want to connect directly is very good. It allows us to get a lot of the information done quickly.
• The cost is very competitive.
• According to our clients, the integration is relatively easy.
• For the most part, the reports are accurate.

Incentivized

• I dislike that the online bill pay option through QuickBooks is required for their invoicing.
• The auto-fill portion of the customer setup, specifically the company name, is listed, but it also auto-fills in the name portion, which is inconvenient and time-consuming to remove.

Incentivized

• Continually increase its native integration features with BigCommerce, which recently just opened up more Checkout APIs and Sales Tax APIs.
• The Amazon integration is confusing only because Amazon (sometimes?) calculates and collects sales tax on your behalf. It's not clear what's best-- to let Amazon do it for you or for TaxJar to handle it.
• Onboarding could be a bit easier and guided.

Incentivized

It like the product 'right out of the box' and I trust Intuit will continually improve it over the years based on my experience with their desktop products. The large providers of Apps makes customizing the entire package relatively easy and seamless for a wide variety of business types.

Incentivized

Beyond being overkill for a small org's needs, QBO is constantly stealing screen real estate and attention by hammering users for account upgrades, connecting to one of their approved consultants or buying add-ons. The idea of using a simple configurable bookeeping and light accounting interface is completely missing. At the very least, we should be able to hide functions like inventory that we will never use.

Incentivized

We have rarely had outages in the last 10 years. I can only recall 2 times in the last 10 years where we were not able to access our client files.

Incentivized

Everything process has its bugs lately with the new interface. Nothing has worked smoothly since this all began last month.

Incentivized

In my experience, most representatives keep me on the phone for hours, literally, for a single issue and then usually cannot resolve it satisfactorily. I have 10 open cases that need resolution and, in my experience, there has been NO follow-up communication on any of them.

Incentivized

We had a few questions about integrations & onboarding, and support answered quickly and in-depth. They understood our questions - which were a bit technical in nature - and were able to provide an explanation in a timely and specific manner that allowed us to get the system up and running quickly.

Incentivized

The person in charge of QB needs to be very accurate with record keeping and is recommended to stay on top of tasks. The biggest issue we have is reconciliation, and those issues occur only when too much time has occurred between reconciliations

Incentivized

As a freelance bookkeeper, the Desktop version of QuickBooks Online doesn't allow for ease of access from any device. Having to be on a computer with the software downloaded creates additional work to gain access to all required filings etc. Also, I personally find the linking functionality on the Online version to be much more streamlined and user friendly.

TaxJar is less expensive, simpler to integrate and their billing is straightforward so that you don't have to worry about huge surprises at the end of a month or quarter. They spend a lot less time on sales/marketing but their support is excellent and overall we have had a much better experience with TaxJar.

Incentivized

As we have grown along our professional path, we have also expanded our use of QB. The scalability is easy and features seem to be waiting for you until you need them. We have increased profits by over 10x from our first year in business to the current and have yet to find a reason to look elsewhere

Incentivized

• QuickBooks has given us a useful portal by which to get an overview of our financials.
• QuickBooks has given us a relatively easy way to send out invoices quickly and efficiently.
• Due to the customization limitations on QuickBooks, we've had to get creative in third-party implementations to better represent our brand and to track financials.

Incentivized

• With regards to ROI, it definitely saves time. And time, as they say, is money. It may be hard to put a particular dollar sign on this, but it definitely has provided a positive return.
• It keeps me aware of where I have sales tax nexus that I might not know about otherwise. This is important. Even if I have to check it manually, at least I am made aware of where I need to file.
• It allows me to track how much in sales tax we've paid year over year, which is a good indication of how our sales are doing.

Incentivized