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QuickBooks Online Advanced FAQ Detail

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472 Reviews and Ratings

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Implementation, Migration, and User Adoption

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Based on TrustRadius reviews, the implementation and adoption of QuickBooks Online Advanced present a mixed experience. The transition is often easy for those upgrading from other QuickBooks Online plans, but users migrating from the desktop version report challenges such as feature gaps, decreased productivity, and the need to manually re-enter data. Reviewers highlight the software's cloud-based nature as a major benefit for user adoption, enabling effective collaboration for remote and decentralized teams. However, some users express a need for more comprehensive onboarding and training to fully utilize the platform's advanced capabilities. On a positive note for team building, reviewers find it relatively easy to hire staff already familiar with the software due to its large market share.

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?

Remote and Team Collaboration

4 mentions

A key factor in user adoption is the software's cloud-based nature, which reviewers say is well-suited for decentralize…

A key factor in user adoption is the software's cloud-based nature, which reviewers say is well-suited for decentralized and international teams. It allows employees and accounting partners in various locations to access data, see work in real-time, and collaborate easily without needing to be in the office.

“Quickbooks Online Advanced works very well across our international finance team.”
Director in Finance and Accounting (medium)View Full review
“We have a decentralized organization with employees based in various locations. The ease of use of a cloud based system like QuickBooks Online Advanced allows for easy collaboration”
Manager in Finance and Accounting (small)View Full review
“We all have access to QuickBooks Online Advanced and can see each others' work in real time.”
Controller at Covenant Life Church, Covenant Life Church (small)View Full review
“With Online Advanced, when employees are in different locations (which has not happened very often), they can check invoices, customer balances, payments, expenses, and reports without being at the office.”
Account Executive at FiberTel Communications Inc., FiberTel Communications Inc. (small)View Full review

Varied Migration Experiences

3 mentions

Reviewers report different experiences when migrating to QuickBooks Online Advanced. Those upgrading from a basic onlin…

Reviewers report different experiences when migrating to QuickBooks Online Advanced. Those upgrading from a basic online version found the process required little setup, while others described the switch as easy. However, users coming from the desktop version noted challenges, including the need to re-enter custom reports and recurring transactions.

“We were already using the basic version, so upgrading to QuickBooks Online Advanced required little setup or training.”
Administrator in Finance and Accounting (small)View Full review
“Switching to QuickBooks Online Advanced super easy and navigation was easy”
Account Manager in Corporate (small)View Full review
“Custom reports and recurring transactions did not transfer over and had to be re-entered into QuickBooks Online Advanced.”
Controller at Covenant Life Church, Covenant Life Church (small)View Full review

Onboarding and Training Needs

2 mentions

Reviewers express a desire for better implementation support. Some felt unsupported when switching from the desktop ver…

Reviewers express a desire for better implementation support. Some felt unsupported when switching from the desktop version. Others noted they were not offered an introduction to the advanced features and would have benefited from more training or personalized customer service.

“When we swapped from QBD to QuickBooks Online Advanced, I felt very unsupported. I also felt like I was expected to know everything, and I couldn't look back at QBD to verify.”
Administrator in Customer Service (small)View Full review
“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.”
Director of Human Resources at Radiant Live Events LLC, Radiant Live Events LLC (small)View Full review

Productivity and Feature Gaps Post-Migration

2 mentions

Some reviewers who switched from QuickBooks Desktop experienced a negative impact on productivity, with one user statin…

Some reviewers who switched from QuickBooks Desktop experienced a negative impact on productivity, with one user stating daily tasks took 50% longer. Others mentioned that the online version lacked some features that made accounting seamless in the desktop product.

“As bookkeeper, after switching to QuickBooks Online Advanced from Quickbooks desktop, my required time to complete daily tasks in the software rose by 50%”
Bookkeeper at The Greensman, The Greensman (small)View Full review
“QuickBooks Online Advanced did not have all the features the desktop had that made the accounting seamless.”
Account Manager in Other (small)View Full review

Transition from On-Premise Systems

2 mentions

For users moving from on-premise enterprise applications, QuickBooks Online Advanced is seen as providing many of the s…

For users moving from on-premise enterprise applications, QuickBooks Online Advanced is seen as providing many of the same features without the burden of managing the physical server setup. The cloud format is also highlighted as beneficial for providing access to information from any location.

“Having QuickBooks Online Advanced in a cloud-based format makes it easy for me to log in where needed to access information, especially during an audit.”
Administrator in Customer Service (small)View Full review
“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.”
C-Level Executive in Corporate (small)View Full review

Availability of Experienced Staff

1 mention

A benefit for team adoption is the product's wide usage. According to one reviewer, the large market share makes it rel…

A benefit for team adoption is the product's wide usage. According to one reviewer, the large market share makes it relatively easy to hire new employees who already have experience with the software.

“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.”
Controller at Covenant Life Church, Covenant Life Church (small)View Full review

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