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QuickBooks Desktop Pro

QuickBooks Desktop Pro

Overview

What is QuickBooks Desktop Pro?

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.

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Recent Reviews
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 44 features
  • Accounts payable (107)
    9.7
    97%
  • Bank reconciliation (108)
    9.7
    97%
  • Accounts receivable (109)
    7.6
    76%
  • Standard reports (108)
    7.6
    76%

Reviewer Pros & Cons

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Pricing

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Unavailable

What is QuickBooks Desktop Pro?

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.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Alternatives Pricing

What is QuickBooks Online?

QuickBooks Online is a SaaS version of the QuickBooks product. It contains all of the features found in the local version. Higher-priced plans include greater automation, payment management, inventory and time tracking, and analytics features.

What is Sage 100cloud?

Sage 100 (or Sage 100cloud is a business management software offering a broad range of modules designed to meet the many needs of virtually any business. It encompasses financial operations and accounting, payroll, business intelligence, CRM, eBusiness, manufacturing and distribution.

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Features

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

9.3
Avg 7.5

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

7.9
Avg 7.0

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

8.5
Avg 7.9

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

8.4
Avg 7.6

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

8
Avg 7.4

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

6.7
Avg 7.0

Order Management

The ability to process orders, and track them from quote to cash.

7.4
Avg 7.4
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Product Details

What is QuickBooks Desktop Pro?

Quickbooks Desktop Pro is accounting software from Intuit, Inc. It allows a user to create invoices and track sales, enter and pay bills from vendors, and download bank and credit card transactions directly into QuickBooks. It contains analytic features, and its reports can be exported into Excel. Its home page conveys an overview of business activity at a glance, providing insight into business processes. Quickbooks Desktop Pro for Windows Desktop can be obtained presently for a one-time purchase fee of $230, while Quickbooks Desktop Pro Plus is available for $200 annually as a cloud-based service with the support, data backup, and free updating typical of cloud-based services.

QuickBooks Desktop Pro Competitors

QuickBooks Desktop Pro Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

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.

Priority AccountEdge are common alternatives for QuickBooks Desktop Pro.

Reviewers rate Pay calculation and Salary revision and increment management highest, with a score of 9.9.

The most common users of QuickBooks Desktop Pro are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(953)

Attribute Ratings

Reviews

(1-25 of 54)
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Score 9 out of 10
Vetted Review
Verified User
Quickbooks is used for our company taxes. We have an accounting firm do our taxes, but we use Quickbooks to supply and document the income and payments made throughout the year. Quickbooks is the standard software used by the firm and it simplifies our year end tax preparation as the software allows for easy transition to their system. It also saves time and thus cost.
  • It identifies and recognizes the classification of payments made so most of the payments to vendors is automatically filled out by the software.
  • Quickbooks also corresponds between accounts so a payment made on a company credit card in the bank account is transferred to the credit card account
  • Quickbook allows a multiplicity of reports, such as last fiscal year, or last fiscal quarter etc. It is possible to see it as details or as broad catagories such as travel, or subscription and dues which allows at a glance where funds are being spent
  • On occassions when downloading a bank statement or a monthly credit card statement it does not recognize the OFX data, so a new account has to be created.
  • With the Desktop model there is no easy way to update after online support ends. For security reasons we do use the online Quickbooks system
  • Changing an expense to a vendor is not straightforward. What is needed is a list of expenditures that includes not just one off expenses but the list of vendors too, so that if a one time expense becomes a regular expense it should change to vendor with just a click.
Quickbooks Desktop is ideally suited for a small or medium business. It has many capabilities. We only use it for taxes, but it can be used for things like payroll. One big benefit is that bank and credit card transactions can be downloaded in Quickbook data format and imported into Quickbooks.
Score 1 out of 10
Vetted Review
Verified User
We use QuickBooks Desktop Pro to keep track of our business income and expenses.
  • profit and loss reports
  • online transaction downloads
  • old dated interface
  • very minor changes over years
  • costs for the software have doubled since last year
The software has hardly changed over the years, but in my opinion, they keep requireing upgrades to maintain features over time. Just from last year to this year, the cost of the Desktop software has doubled.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use QuickBooks to track our sales. It is our everyday and digital document place for the entire company. We use it to pay bills, commissions, track banking etc. It helps keep track of our everyday operations and sales.
  • Accounting
  • Sales tracking
  • Bill payments and tracking
  • Document trail for purchases
  • Inventory tracking
  • Tracking jobs per customer without creating additional tabs
  • Search options for ship to or memos
  • Having a space for notes to add on invoices
Overall, if used properly and info is entered properly, QuickBooks is a great tool for any business. We benefit very well of tracking our sales with QuickBooks. It eliminates the hassle of manually writing invoices and other items. It is also a great accounting tools for financial statements. There are several options and ways to track the sales made and to get reports for sales people.
Miriam Lasar, MBA, CAE | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
QuickBooks Desktop Pro is being used by a nonprofit 501c6 as well as a PAC. It is sufficient for an organization that does not have many entities and less than $10 MM in my opinion. It has some limited reporting functions and to use it best, we use a third party software that easily imports/exports Excel data to/from QuickBooks. It is affordable, but customer service is abysmal. For the small business that does not want to spend a lot of money on accounting software, this is probably your best bet, as you can find answers in many online QB forums, but if you are anything complicated, I would look elsewhere.
  • Affordable.
  • Canned reporting for financial statements.
  • Multi user access.
  • Inter-entity reporting/transactions is a pain.
  • Bad customer service.
  • Not in the cloud.
It really depends on the size and complexity of the organization in question. A budget conscious small business would probably be just fine with using QuickBooks Desktop Pro; however, a bigger place that has multiple entities and wants real time customer service is probably going to be happier using something more robust and something in the cloud.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use QuickBooks Desktop Pro as our main bookkeeping software for our small cash-based business. We do not create and send many invoices out of QuickBooks Desktop Pro as we have automated that through another program, but QuickBooks Desktop Pro is our main financial record for all transactions.
  • Bookkeeping
  • Accrual and Cash Based accounting modes
  • Integration with other softwares
  • With cloud-based software on the rise, QB Desktop Pro has become "clunky"
  • Some screens are slow to load (Customer Edit for example)
  • Small bugs in opening multiple company files
QuickBooks Desktop Pro is well suited for small businesses, especially if they are a cash-based business. We love being able to flip from cash-based to accrual-based view when we need certain reporting metrics, and most of the new finance software is geared towards accrual-based businesses (for obvious reasons). Unfortunately, as companies grow they inevitably outgrow QuickBooks and need to move onto a larger cloud-based software for accounting needs which is a major downside. It can be a bit slow [on] some screens just due to the nature of it being [...] physical software, but it is great for companies doing [simply] to mid-level complexity accounting and bookkeeping.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
QuickBooks Desktop Pro is used by three employees - the bookkeeper, the controller, and the CEO, to do all the accounting at the company. It handles payroll, accounts payable including half a dozen employee credit cards, accounts payable, accounts receivable, and cost accounting for our DoD and NIH contracts (which need to be DCAA [compliant]).
  • Easy to use and learn
  • Flexible
  • Efficient
  • Cost accounting is somewhat cumbersome
  • Integration with 3rd party payroll could be more efficient
  • This is the desktop version, and our version does not handle touch screens or two-fingered touchpad very well
Job cost [accounting] feels like an add-on. It works once you have it set up, but it makes it is easy for staff to make mistakes. It handles accounts well, but assigning expenses to projects and departments is [cumbersome]. Integration with [third-party] payroll is similar. Breaking down payroll to department and job is complex and easy to mess up.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
QuickBooks Desktop Pro is the main accounting software used for the business. This software is not used by any other department, the functionality is not very helpful otherwise. One issue is the need for the software to be run on [a] PC. In the past, we needed to log into a remote desktop from a MAC to process and enter information which was bothersome due to the frequency of the need to login in.
  • Easy to use and set up
  • Great for small businesses with [noncomplex] accounting
  • Need to log into a remote desktop
  • [The] system can be slow with large uploads
Depends on the type of business. I would highly recommend this software for a small business. However, I would not recommend this for mid-size and up.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Quickbooks Desktop Pro is used by our organization in conjunction with the online version. We invoice, run our GL and P&L reports from it. Currently it's not synced to our PM software for billable hours, but that's coming soon. It is a relatively easy way to track our general expenses, issue invoices and get our reporting in a nutshell.
  • Intuitive and easy to use
  • reporting is robust
  • online version has made it even easier to invoice and manage AR
  • Still need someone with business /CPA acumen to set up properly or the functions /features don't match what your company does
  • not the easiest to integrate with enough third party solutions (but getting better with their APIs)
  • still don't fully trust Intuit after they - many years ago - intrusively intercepted completed invoices we mailed and turned them into client "accounts" for the clients to login and pay without our knowledge let alone our permission.
  • Doesn't scan receipts etc. easily in the app
For SMBEs i'ts a pretty good choice to keep your accounting current and reliable. The stability of the product and the company are solid. It has decent (and improving) integrations with other softwares. They seem to be pushing for more saas subscriptions so they (seem to ) have deprecated the priority of support without payment, which is annoying. Their FAQs and help have gotten better and are now (mostly) current. If you try to set it up yourself, double check with your CPA (who knows QB) that it's done correctly, else you can have items that don't make sense for your business, which then becomes a problem that you have to clean up later or pay someone else to clean up.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Within the nonprofit organization I currently manage, it is used systemwide. I've also used it with a real estate and land development company where there were multiple LLCs under the umbrella. QuickBooks Desktop Pro was the software of choice.

For the nonprofit sector, it provides an affordable way to handle grant management and various projects. For the real estate company, it could be so granular to track from land acquisition to end-customer sales.
  • Managing complex project accounting
  • Grant accounting and reporting
  • Payroll--especially with multi-project accounting
  • The limited number of simultaneous users--licenses can be cost prohibitive
  • Was too firewalled, requiring a VPN to use (may have been our IT)
  • Cost. Cost. Cost.
  • While they say nonprofit, it isn't really well designed (just branded) for nonprofits
QuickBooks Desktop Pro client is incredible for running multiple cost centers, companies, or projects. It can be as complex as your accounting needs to be. Where I saw its massive goodness was while auditing a development firm that builds apartments, homes, and commercial buildings. The company was able to track from land acquisition to end-buyer (individuals as well as corporate) with all the complex costs, fees, and reporting needed for construction and sales. It is a beast for this kind of use.
David Friedman | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
QuickBooks Desktop Pro is the primary bookkeeping program used by our company. We use it for budgeting, tracking all revenue, and managing payables and receivables. It is being used by myself and the CEO, and our independent accountants. Being able to share QB across our network makes collaboration easy, and allows for seamless communication about our finances.
  • Bill pay: easily input vendors and their bills, and then pay them whenever you are ready.
  • Tax prep: send 1099s to all independent contractors above the threshold with just a few clicks.
  • Budgeting: set up your budgets, and then track your actual revenue/expenses against the budget to see how your organization is performing.
  • Reporting: MANY different reports available to satisfy investors and accountants. Very customizable.
  • Updates: sometimes QuickBooks will inform me of an update for an earlier version than I'm running.
  • Duplicating bills: When I duplicate an existing bill, my preset term (ex 60 days) doesn't seem to copy over. I have to manually reset it.
  • Bring back QuickBooks bill pay! It was so nice to not have to print/sign/mail paper checks.
I love QuickBooks. I can't speak for organizations of other sizes, but for small-medium sized companies like us, it's the perfect bookkeeping solution. It has all the features we need, and several we're not even using (payroll, job profitability, inventory tracking, etc.) that make it the all-in-one suite that any company can use.
January 28, 2020

Off the Grid

JaCoby Marston, CPA | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Incentivized
We used QuickBooks Desktop Pro for all of the accounting work for my company. Actually, we used Desktop Pro for multiple companies. QuickBooks' software is designed to help you be able to have clean records of your accounting transactions and be able to generate reports from that information. It is very easy to set up and learn how to use the basic features. QuickBooks offers a ton of training videos to learn about all of the features so you can maximize your value from QuickBooks.
  • Keep your financial data all in one place.
  • Ability to generate all kinds of reports like P&Ls, Balance Sheets, and custom reports.
  • Bank Feed option struggles to always work with your linked bank account.
  • Data is not automatically backed up so you have the risk of losing your data.
QuickBooks Desktop Pro is a great tool to use if you only have one user and you have limited internet access. I use to love using QuickBooks Desktop Pro, but found that QuickBooks Online is far better because your data is always backed up and you can access on any computer as long as you have internet.
QuickBooks Desktop Pro is great because you only have to pay a one-time fixed fee instead of having to pay for a monthly fee. The downside of this is that your software can quickly get outdated and you will have to pay for new software every few years. I recommend using QuickBooks Online because the software is always getting improvements and they are included in the reasonable monthly fee.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We’ve used QuickBooks Pro for client invoicing and tax preparation. On the client-side, we started using QuickBooks Desktop Pro before transitioning to their online site. However, the best thing about QuickBooks Desktop Pro was that it was easy to transfer our content to the online version. For tax prep, we have used QuickBooks Desktop Pro to manage our forms.
  • Manages invoicing process
  • Easy to duplicate previous invoices
  • Ability to access remotely
  • User friendliness for first time users
QuickBooks Pro is great for businesses that invoice often, have multiple clients, have repetitive business and will need to use accounting software each week. It would not be as ideal for startups, and/or companies that would not need to bill often. For that, I would suggest an easier to use/free software until Quickbooks is necessary.
Gary Gray | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I use QBDP to manage all the accounting for my business. From processing payroll, to generating invoices, to tracking expenses, QBDP is the foundation of the financial management of my entire business. On the expense side, I track checking and savings accounts, Venmo and PayPal accounts, and numerous credit cards. The credit card data can be automatically imported into QuickBooks, and I suppose the banking could too - but Wells Fargo wants to charge me for that, so that's not happening.

I can process credit cards through QBDP as well as generate a Pay Online link on an invoice to accept both credit card and ACH payments on the web. When I'm running payroll, which happens now and then, QuickBooks is all I need to generate checks and do the necessary government payments.
  • Ease of use.
  • Robust expense management.
  • UI tweaks for style and function.
  • Better invoice design tools.
I already recommend QBDP to friends and clients. It's easy to learn, and powerful enough to run most businesses without causing a financial strain. Its integration with countless banks enable ease of downloading transactions and reconciling accounts. If you need payroll services it's built right into QBDP, and it'll generate the checks, track fees and withholding payments with ease.
Adam Montgomery | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We are a small to medium sized business that uses QuickBooks Desktop Pro for all of our accounting and bookkeeping needs. Our finance department is the main user of the program, but everyone in the management team accesses it for reports and tracking of financial metrics. The program has helped us keep our books and financial records in order.
  • It is super easy to integrate with our business bank accounts.
  • Our management teams loves the ability to access it from any device, at any time.
  • In the past, we have felt that their customer service team should be more familiar with their own product. They weren't really able to see the product through the eyes of a user.
  • Switching from the online version to the desktop version was not seamless. It took a little more effort than expected.
QuickBooks Desktop Pro really does have it all when it comes to managing your books. If you are looking for that all encompassing product to handle all of your accounting needs, is easy to use, and affordable, then QuickBooks Desktop Pro is your best option. The fact that it's so universally known has also really helped with hiring. It is very easy to find candidates that are familiar with the product and can jump right into it from day one.
Gary Slebrch | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
It is being used for specific customers who can not afford enterprise accounting systems like SAP and CostPoint. It also is used for small to midsize companies with limited accounting skills.
  • End-user experience is exceptional.
  • Intuitive user interface and guides allows for quicker adoption by users.
  • The desktop version would benefit from less dependency on compute requirements.
  • Mobility for end user review and approvals.
QuickBooks Desktop Pro is exceptional for these scenarios:
  • Small to midsize companies.
  • Moderate to complex accounting requirements.
  • Quick adoption for end-users.
John La Belle | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
QuickBooks is the software we've used to handle our business accounting ever since version 2.0 We use it for all of our company accounting needs; payables, receivables, bank account reconciliation, invoicing, statements, account aging, and file export for our accountant to file our corporate taxes.
  • Honestly, it's pretty much the go to solution when it comes to accounting software.
  • It can be used for any size business, from a single self employed person to large companies with multiple departments.
  • Intuit is constantly updating the software, keeping it up to date, and has multiple optional features that can be added, such as multi-user support, online invoicing, payroll, credit card processing, and more.
  • The only downside it the Intuit knowledge base for support is rather lacking, and if you run into a problem, it can be hard to find the solution. However, there is excellent Peer support from other users on the Intuit forums.
It's difficult to think of a situation where QuickBooks is not a good solution for accounting software needs. It comes in many different flavors and can be used for practically any size or type of business.
Les Klassen Hamm | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
I use QuickBooks Pro in a sole proprietor business. Thus I do all the accounting/QuickBooks work as well as running the business. That means I use every relevant part of the program (I don't have other staff to hand the complicated parts to), and it also means that it needs to be usable by non-accountants. It needs to make sense to me so I can focus my energies on running my business, not spending all my time figuring out how to fix credit errors, for instance.
  • Basic, daily tasks are simple, easy to find, and intuitive.
  • Fixing my own input errors is surprisingly easy. I'm happy I don't have to run down the rabbit hole of double-entry details for minor corrections. And there's an audit log to keep track of what I've done.
  • When I get stuck with how to do something, a quick google search easily reveals other users asking and solving the same issue, because there are so many QuickBooks users.
  • Integrating other software into QuickBooks seemed quite complicated. I was happy when I got it working. I suspect moving to QB online would also solve that.
  • I have IT clients who use QuickBooks Pro on a network, and occasionally a year upgrade creates some real challenges to get the multi-user access working again.
  • Setting up QuickBooks to send invoices directly via email can be a real pain to get working properly. This has probably been the most frustrating thing I've done with QuickBooks, and sadly, multiple times. That setup process needs fixing, especially its ability to work on systems with multiple email clients and systems where the email client has changed or been upgraded.
I support clients who use QuickBooks and some who use Simply Accounting, and the QuickBooks users seem uniformly happier with their choice, except for one or two large and more complex organizations.

It does everything I need but doesn't slow me down. It also saves me a lot of time at tax time.
Heath Achatz | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
QuickBooks is used to set up invoices for customers, send out bills, and to keep a record of monies collected with bank reconciliation. It is also used to keep a database on customers. Using QuickBooks has been helpful to see who pays fast and who doesn't pay; to see who is giving the most business and who is only a casual customer. It is great at keeping track of payment and nonpayment and customer frequency.
  • QuickBooks does a great job of easily creating invoices and bills and sending them out internally either by email or fax. It does provide the option to print as well for customers who cant be reached otherwise.
  • QuickBooks creates detailed charts that let you see your business from a distance. You are able to see a week, month or even a year at a time. charts include income, payments not received, and most frequent customers.
  • QuickBooks makes complex task easy by having built in formats for invoices, estimates, bills, payment receipts.
  • QuickBooks also has easy bank intergration.
  • QuickBooks largest setback is the UI. It is a bit cumbersome and not entirely intuitive if you have never used QuickBooks before.
  • Occasionally QuickBooks has a hard time communicating with your bank, but it is usually fixed after a couple attempts.
  • QuickBooks does need to be bought each year to stay up to date.
QuickBooks is well suited for any business where invoices, bills, and payments are used. Especially where customers have time to pay, it helps keep track of who is paying and how timely they are paying. I would guess it might be cumbersome to use if the customer base was over 500, but maybe with several users that would work.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Quickbooks is being used to manage the accounting of the entire business. The Quickbooks software enables be to manage all financial aspects of my business including accounts payable, accounts receivable, inventory all with just one piece of software. I'm also able to manage payroll by syncing the software to Intuit online payroll.
  • Inventory Management
  • Customer Management
  • Vendor Management
  • Generating financial reports (P&L, Balance Sheet etc)
  • Support should be US based, communication with support can be difficult at times.
  • Too many updates. I don't think it's necessary to launch a new update every year.
  • I don't think I should have to pay for a higher level of service to email a document as PDF.
Quickbooks is well suited for any business. The ease of use and the fact that most accounting professionals are very familiar with it, make it a very good fit for all businesses. There is also a very large network of support professionals and consultants that can help with setup and any issues that may arise. If the business is very small the owner wouldn't need to start with the pro version of Quickbooks.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Daily bookkeeping, A/R, A/P, reporting, reconciliations, budgeting and forecasting. The accounting department is outsourced to a contractor with the President & CEO having oversight. However, all have access and utilize QB on a daily basis for all financials within the organization.
  • A/R-A/P Particularly with forecasting, budgeting and tracking
  • Vendor tracking - Utilizing as a vendor information database with contact information and tax information is helpful.
  • Customer tracking - Utilizing the Customer portal to track payments for all tuition for school and also billing/invoicing.
  • Reports can manipulated for month end and quarterly reporting.
  • Multi-user -with different access points for vendor, employee and audit firm usage.
  • Design layout - graphics are a bit dated
  • Color schemes - would be nice to customize
  • Multi/single user notification - It would be helpful to know what mode it is when logging in in case you need it changed offsite with other users using the system remotely.
QuickBooks Pro is well suited for daily financial tracking and reporting. QuickBooks Pro can sometimes not be as useful with non-profit accounting in a sense of forecasting due to the fluctuating programming and inability to budget in this way.
Ariel Dunay | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Incentivized
We used QuickBooks as an alternative to traditional spreadsheet accounting. It handled all accounting functions across HR, payroll, and operational departments. We also had administrative staff inputting basic data.
  • Bank reconciliation and outstanding payments tracking
  • Custom reporting and analysis tools to look at long-term budget expenditure (not possible in traditional excel, or file is way too large)
  • Payroll and ability t audit your own payroll
  • Crossover with other payroll software, easy to share data between them for uploading purposes
  • Price is high even for a large company
  • If you don't save..... it's all gone. Would be nice to have an auto-save feature as with Cloud services
  • Inability to cross reference by country in terms of taxes and payroll reporting. Big hit for us
It is well suited for a smaller organization where maybe 1-5 people are inputting data and tracking large level invoices. That data should be reviewed by people who have compliance experience or can link that data with relevant software. It is also well-suited for the international development industry because almost everyone uses it, so the skills will transfer from company to company for those who become proficient.
Bill Greganti | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Being a small business QuickBooks is used to manage all financial aspects of my business, including invoicing, purchasing, time tracking, and inventory. With the use of a few third-party utilities I'm able to manage all of these aspects and collect data from my smartphone while mobile. This allows me to stay on top of my business while out in the field with clients. As a business owner with no financial background it has been easy to learn and understand how my business is doing.
  • Inventory management with low stock indicators has made it easy to ensure I have the necessary parts and supplies I need for my jobs.
  • Time tracking and being able to invoice on that time makes it simple to bill clients for work I have performed. Prior to QuickBooks I had time that I wasn't getting paid for because I would forget to invoice for it.
  • The extensive number of reports available as well as customizations allows me to see how my sales are doing on a regular basis in different areas of the market.
  • The lack of a mobile app, and the lack of features in the former version, made it difficult to function while away from the desktop. However, I have found several third-party apps that fulfill these needs and often contain more features.
  • The server/multi-user access can have problems occasionally which requires some finessing of the services to keep it running. Problems that were once resolved seem to reappear in future upgrades. Standalone and peer-to-peer multi-user installations don't seem to have these issues.
One of my clients is a manufacturing company utilizing QuickBooks with 15 employees to manage all aspects of their business. Frequent tasks being performed are generating purchase orders for raw materials, invoicing customers for finished products, and payroll. As the primary person supporting this installation I've found it easy to manage, control permissions for users, and upgrade each workstation. I also provide basic training on the operation of QuickBooks and even the employees with no previous experience find it easy to use and learn.
December 14, 2018

Meh

Score 5 out of 10
Vetted Review
Verified User
Incentivized
Quickbook Pros is an accounting software for small businesses. We are a small to medium small business backed by a large company and have found that QuickBook Pro is used to ensure that our financials all balance out at the end of each month and at the end of each quarter. Particularly we appreciate that we can end a year with the right numbers.
  • Visuals - Appealing to the eye and the design is makes it easy to process information.
  • Navigation - The user experience is incredible. Low learning curve.
  • Support - the 24/7 live rep and the online support helps for anything you can't figure out on your own.
  • Glitch heavy - the program is great when it works.
  • Tax management - we wish it had a tax capability.
  • Purchase order creation leaves much to be desired.
It's okay. It's not great. We use it to ensure our numbers are accurate from a billing and invoicing focus. There are other products out there that do this and include fund accounting and tax management. If you could make a noise to associate with this product, we would use "meh."
Erika Neilson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use QuickBooks Pro as our main accounting software for handling our business. We produce invoices, patient statements, and manage our financial reporting through it. I am able to easily see a snapshot of our financial status when I log in as well as find quick access to reports that I need generated. It is fairly user-friendly and allows me to accomplish all the financial tasks needed to run my business.
  • QuickBooks Pro does invoicing well; I am able to customize my invoices to my company's specifications. The templates allow options for the design to be personalized to the needs of my company, including guides for making it easy to use windowed envelopes.
  • It gives me a quick snapshot of where my financials are. I always have an idea of the financial in's and out's with just a click or two of my mouse.
  • QuickBook Pro reminds me when bills are due, and records easily when payments are made. I never have to worry about missing a payment because of the flag reminders.
  • It is software on my desktop computer at work, therefore, I cannot access it away from my office. This has been somewhat inconvenient, but I am aware that there are online options with QuickBooks that we are strongly considering for the future.
  • Sometimes it is difficult to edit a list item. There is some inconvenience of not being able to right click and permanently edit a list item within an invoice. Instead you have to go to a menu item, look it up and then edit the item instead of being able to edit the original item within an invoice. You can, however, change the information within the invoice, you just aren't able to make permanent changes to the line item without going into the line item menu.
  • When I am paying bills, I am not able to attach a receipt or list a notation about a payment confirmation number. That usually has to be done in the invoice itself, instead of in the 'pay bills' screen, which, at times, can be a hassle.
QuickBooks is perfect for a small business. I have been using it for several years and it is simple enough for a start-up company to be able to figure out how to use it. There are also usually classes offered in local communities to help teach the basics of QuickBooks - which I took, that helped me become familiar. It may work for a larger business, but may not have the ease needed for managing multiple locations as it is somewhat cumbersome to switch between sets of books.
December 10, 2018

QuickBooks Pro

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use QuickBooks Pro in our accounting department. The program is very user friendly and easy to manage. We enter journal entries to track our bank activity and internal transfers, we also use QuickBooks Pro to cut checks and pay our accounts. We have 7 entities and use QuickBooks Pro to manage all of them. Moving from from entity to another is seamless and convenient.
  • Immediate updates to reporting
  • Able to manage multiple entities
  • Vendor tracking and 1099 organization
  • Multi user mode has glitches, often we cannot have multiple users in the same entity.
  • QuickBooks Pro is expensive and the support for the versions expires if you don't upgrade. This is discouraging, especially for small companies like mine.
  • It would be great if we could import info into journal entries via excel rather than enter each line individually.
QuickBooks Pro is well suited for companies of any size and can even work for companies that manage multiple entities separately or related to each other. QuickBooks Pro is also well suited for the tracking or bank transactions and management of accounts receivable and accounts payable as well as inter company accounts and depreciation
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