QuickBooks Online Advanced FAQ Detail
434 Reviews and Ratings
Implementation, Migration, and User Adoption
70 citations from LLM engines
According to TrustRadius reviews, implementing QuickBooks Online Advanced is often a straightforward process. Reviewers describe the setup as simple and the navigation as easy, particularly for those upgrading from a basic QuickBooks plan or moving from a desktop version. The cloud-based platform facilitates adoption by enabling real-time collaboration and remote access for teams and external bookkeepers. However, some users report challenges during migration, such as data corruption when importing from the desktop version and the need to manually re-enter custom reports. A few reviewers also wish for more dedicated training on the advanced features to fully utilize the platform's capabilities.
Prompt Questions
what common issues do managers encounter when their team first starts using advanced cloud accounting software, and how are they typically resolved?
what do relationship owners say about the ease of getting team buy-in when switching to advanced cloud accounting software?
what implementation risks should an internal evaluator flag when migrating a uk business from a legacy accounting system to a cloud platform?
what are the change management considerations when rolling out a new advanced accounting platform to a team used to spreadsheets?
what's the typical procurement and onboarding timeline for rolling out quickbooks online advanced at a uk organisation?
what's involved in procuring and rolling out quickbooks online advanced across multiple uk subsidiaries?
which advanced accounting platforms are best suited for a uk business running a hybrid of cloud and on-premise systems during a phased migration?
what are the trade-offs between advanced cloud accounting platforms when it comes to bulk data import and historical record migration?
Simple Setup and User Adoption
4 mentions▼Reviewers find the setup and training for QuickBooks Online Advanced to be simple. The transition is described as easy,…
Reviewers find the setup and training for QuickBooks Online Advanced to be simple. The transition is described as easy, with one user noting they were able to continue bookkeeping without interruption. Another reviewer moving from a desktop version found learning the new online system was not a major challenge. Upgrading from a basic version of QuickBooks Online also requires little setup or training.
“We were already using the basic version, so upgrading to QuickBooks Online Advanced required little setup or training.”
“Switching to QuickBooks Online Advanced super easy and navigation was easy”
“Set up and training was simple and we were able to continue our bookkeeping without missing a step.”
“The process of learning a new system (desktop to online) was not a big challenge.”
Data Migration Challenges
2 mentions▼Some reviewers report challenges when migrating data into QuickBooks Online Advanced. One user experienced corrupted da…
Some reviewers report challenges when migrating data into QuickBooks Online Advanced. One user experienced corrupted data and records when importing from the desktop version. Another noted that custom reports and recurring transactions did not transfer over and had to be re-entered manually.
“Custom reports and recurring transactions did not transfer over and had to be re-entered into QuickBooks Online Advanced.”
“The very first problem encountered was importing our books from the desktop version. Some data and records came over corrupted.”
Cloud Accessibility and Collaboration
3 mentions▼The cloud-based nature of the platform is a key benefit for implementation. It provides an "always on" setup that allow…
The cloud-based nature of the platform is a key benefit for implementation. It provides an "always on" setup that allows teams to access information and see each other's work in real time. This also makes it easy to collaborate with external bookkeepers in different locations. One reviewer appreciated moving from an on-premise enterprise application to a cloud system without the need to manage a physical setup.
“Coming from a the enterprise setup, QBO allows us many of the same features without the management of the physical setup required to run enterprise applications.”
“We all have access to QuickBooks Online Advanced and can see each others' work in real time.”
“Cloud based makes it easy to work with our bookkeeper who is in a different location.”
“QBO provides us a nimble, always on setup for our teams.”
Lack of Advanced Feature Training
1 mention▼A reviewer expresses a desire for more training on the specific features of the Advanced version. They note that they h…
A reviewer expresses a desire for more training on the specific features of the Advanced version. They note that they have not been offered an introduction to all the features and wish the product came with more personalized customer service or training to explain its full capabilities.
“Haven't been offered an introduction to using all the features, which would be helpful. I have only used a small portion of the Advanced features because everything that it can do has not been fully explained. So many other systems I use offer training or personalized customer service. I wish QBO Advanced did the same.”
Ease of Finding Experienced Staff
1 mention▼Because QuickBooks Online Advanced has a large market share, one reviewer notes that it is relatively easy to hire new…
Because QuickBooks Online Advanced has a large market share, one reviewer notes that it is relatively easy to hire new employees who already have experience with the software, which can simplify team adoption.
“QuickBooks Online Advanced has a large market share of accounting software in use, so it is relatively easy to find new employees with prior experience with QuickBooks Online Advanced.”
Third-Party Software Integration
1 mention▼A reviewer points out that integration with their project management software could be improved, highlighting a potenti…
A reviewer points out that integration with their project management software could be improved, highlighting a potential implementation consideration when connecting QuickBooks Online Advanced with other business systems.
“The bigger issue was/is how QuickBooks integrates with our project management software. That could be improved.”
Showing top 6 topics · 13 total quotes across all topics
- Features for Healthcare and Social Care Organizations
- Usability for Non-Finance Managers and Staff
- Security, Data Governance, and Compliance
- Comparing Standard vs. Advanced Software Tiers
- Revenue Reporting and Forecasting for Sales Leaders
- Features for Professional Services Firms
- Managing Multiple Entities, Locations, or Franchises
- Project, Job, and Work-in-Progress Costing
- QuickBooks Online Advanced vs. Competitors