QuickBooks Online Advanced

QuickBooks Online Advanced

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Top Rated
About TrustRadius Scoring
Score 8.6 out of 100
Top Rated
QuickBooks Online Advanced

Overview

Recent Reviews

Great Product

10 out of 10
March 04, 2022
QuickBooks Online Advanced is a phenomenal product. Its customization options allow you to create a space that is tailored specifically to …
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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 29 features
  • Bank reconciliation (130)
    9.1
    91%
  • Accounts payable (132)
    8.7
    87%
  • Standard reports (136)
    8.5
    85%
  • Custom reports (130)
    7.9
    79%

Reviewer Pros & Cons

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Video Reviews

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Pricing

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What is QuickBooks Online Advanced?

QuickBooks Online Advanced is a SaaS-based accounting software designed to scale with growing businesses. It includes the functionalities of QuickBooks Online, as well as more robust business analytics, customization, and resource management.

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://quickbooks.intuit.com/online/ad…

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 FreshBooks?

FreshBooks is an accounting service for small businesses. The solution enables users to send and manage invoices, track billable time and collect online payments. The vendor’s value proposition this that their solution provides a straightforward service that simplifies the billing process.

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Product Demos

Welcome to QuickBooks Online Advanced: Deeper Insights. Higher Productivity. Peace of Mind.
02:18
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Features Scorecard

Customization

8.8
88%

Security

8.7
87%

Reporting & Analytics

8.3
83%

General Ledger and Configurable Accounting

7.9
79%

Inventory Management

7.7
77%

Order Management

8.6
86%
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Product Details

What is QuickBooks Online Advanced?

QuickBooks Online Advanced is cloud-based, SaaS accounting software designed to simplify accounting for mid-size and growing businesses. QuickBooks Online Advanced includes all the core accounting features of QuickBooks – and is enhanced with tools like customizable business analytics, visual cashflow and revenue dashboards, custom user roles for 25 users, and online back-up and restore. Automated workflows and batch invoicing help to save time and reduce cost. The mobile app gives employees real-time data access across multiple locations, and mileage tracking. Premium care, on-demand training and 24/7 U.S.-based technical support is included with Priority Circle membership. Non promoted price is $150/month for up to 25 users, unlimited chart of accounts and classes & locations.

QuickBooks Online Advanced Features

General Ledger and Configurable Accounting Features

  • Supported: Accounts payable
  • Supported: Accounts receivable
  • Supported: Cash management
  • Supported: Bank reconciliation
  • Supported: Expense management
  • Supported: Time tracking
  • Supported: Multi-currency support
  • Supported: Multi-division support
  • Supported: Regulations compliance
  • Supported: Electronic tax filing
  • Supported: Self-service portal
  • Supported: Primary and Secondary Ledgers
  • Supported: Intercompany Accounting
  • Supported: Journals and Reconciliations
  • Supported: Enterprise Accounting
  • Supported: Configurable Accounting
  • Supported: Centralized Rules Framework
  • Supported: Standardized Processes

Inventory Management Features

  • Supported: Inventory tracking

Order Management Features

  • Supported: Pricing
  • Supported: Order entry
  • Supported: Credit card processing

Reporting & Analytics Features

  • Supported: Dashboards
  • Supported: Standard reports
  • Supported: Custom reports

Customization Features

  • Supported: API for custom integration
  • Supported: Plug-ins

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability

Additional Features

  • Supported: Cloud-Based
  • Supported: Mobile App
  • Supported: Workflow Automation and Reminders
  • Supported: Customizable Charts/Dashboards

QuickBooks Online Advanced Video

Welcome to QuickBooks Online Advanced: Deeper Insights. Higher Productivity. Peace of Mind.

QuickBooks Online Advanced Integrations

QuickBooks Online Advanced Competitors

QuickBooks Online Advanced Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Mobile Web
Supported CountriesUnited States of America
Supported LanguagesEnglish

Frequently Asked Questions

QuickBooks Online Advanced is a SaaS-based accounting software designed to scale with growing businesses. It includes the functionalities of QuickBooks Online, as well as more robust business analytics, customization, and resource management.

FreshBooks and Xero are common alternatives for QuickBooks Online Advanced.

Reviewers rate Bank reconciliation highest, with a score of 9.1.

The most common users of QuickBooks Online Advanced are from Small Businesses (1-50 employees) and the Accounting industry.
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Comparisons

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Reviews

(1-25 of 138)
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Jeff Dillingham, RE Broker | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
I used to be the bookkeeper, CFO, and Financial Manager of my Real Estate Brokerage, however the role got too big for me and I've contracted with a third party Bookkeeping service. Having QB Online Advanced made that transition extremely easy. They were able to plug into all of my accounting history, accounts, and various transactions that needed updating and organization. Very easy transition.
  • Transaction Organization
  • Historical Addendums and AJE's
  • Reporting Details
  • Many third party companies are adapt and familiar
  • It could be simpler for beginners
  • Sometimes the reconciliation module can be a bit confusion with online syncing and the data brought over.
  • Never been a fan of the interface. It's a personal preference to have things more "data entry" correlated.
Previous reasons listed as it seems to be a universal application amongst many companies. Easy transition to using third party accountants or if you were doing a Merger and Acquisition it makes the transition easy. Most CPA/Tax Attorney's seem to be proficient in it's use as well. Easy banking syncing is a nice feature saving time.
Easy implementation. Frankly the hardest part is organizing the way YOU would want it. All available options are there to make it custom, you just have to have a good plan in place to execute.
July 25, 2022

Well worth the cost

Score 9 out of 10
Vetted Review
Verified User
Review Source
QuickBooks Online Advanced has revolutionized the way our nonprofit manages reporting, revenue, expenses, etc. As a very small operation, efficiency and cost-effectiveness are the daily struggle. While it took some time to get our data loaded, it was well worth the time spent. Now we have access to slice and dice data at will.
  • Reporting
  • Splitting Expenses
  • Creating custom categories
  • Custom Reporting
  • Parsing data under a particular category
  • Multiple campaign tags per entry
We run multiple campaigns that result in restricted funds. These go to an omnibus restricted category for reporting purposes but would love to be able to create tags within the category so we could run more detailed reporting and analysis of revenue and efficacy. Also, would love to group categories at a macro level.
Setting up was not difficult for someone experienced with data, but it does take quite a bit of time upfront to get the setup correct for your needs. Plus time testing and reconfiguring. However, the man hours saved ongoing makes the upfront time very well worth it.
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use QuickBooks Online to track our payables and receivables; the scope of my responsibilities is to input invoices from vendors, approve them for and schedule payments, as well as reconcile all accounts for the business. QuickBooks Online makes it easy to manage these tasks by simplifying the process of creating multiple invoices, recurring invoices, recurring bills, and expense entry.
  • Classifying transactions
  • Linking banks, credit cards, and other financials
  • Sending and receiving payments with their payment platforms
  • Better explanations of categories for tax purposes.
  • Tracking of long-term liabilities.
  • Provide more ways to view reports, as in, sometimes we like to see only what we have paid in payroll taxes without having to run a full accounting history.
QuickBooks Online is well suited for businesses of all sizes, from sole proprietors to mega-corporations. User-defined roles ensure that a person can only see what they need to see, without having access to some of the more confidential info that management may not want the user to have. It can be tailored to fit any type of business, with a little patience.
With the dedicated service team that comes as part of the subscription, we were able to set up our account in under a day and begin using it immediately. Trainings were conducted online, and any questions we had were/are answered expeditiously. Overall, from start to full usage took about 1 month but I firmly believe this system can be fully implemented within a couple of days of signing up.
Score 6 out of 10
Vetted Review
Reseller
Review Source
I assist my clients who use QuickBooks Online products, including Advanced. My assistance includes bank & credit card entries (using the bank feed whenever possible) monthly reconciliations, monthly-quarterly-annual reporting, troubleshooting with payroll and payroll taxes as well as sales taxes, implementing project/job costing, and correcting errors related to mis-entries by my clients as well system-generated problems. I also train clients to operate all these functions on their own.
  • Rule-driven categorization of expense transactions.
  • Good reporting for P&L, Balance Sheet, Profit by Job.
  • Ability to handle multiple locations under the same tax ID.
  • A commonly used program, such that it is reasonably easy to hire or contract people who are familiar with the system.
  • Recurring ACH & Credit card revenue transactions.
  • Repeating, reminder, and template transactions to avoid repeat entries when managed correctly.
  • Extremely slow data entry rates for all forms: invoices, sales receipts, POs, bills, bill payments, checks, and deposits. If you are heavy into data entry like this, QB desktop will run circles around QB online.
  • Need to refresh browser tabs containing reports, transactions, and reconciliations because they do not automatically update after entering or changing a transaction. This requires you to monitor the app to be sure the information it is giving you is accurate or at least makes sense after you make entries or adjustments.
  • Inadequate tablet/phone app -- very limited functions, especially for a business owner.
  • A quasi-desktop/cloud interface app for QB Online that in the past caused blue screen errors for me, requiring uninstallation.
  • Quality of support varies SIGNIFICANTLY depending on time of year, current onshore or offshore strategy of Intuit, and organization of support delivery.
  • Extremely weak support and willingness to stand by their merchant services, in one case causing a month-long delay to receive payment on a check from a regular customer who banked at the same bank as me. And the CEO's office could not resolve either.
  • Loyalty to customers and advisor networks has consistently decreased.
  • Costs continue to rise, well before our recent inflationary period, roughly doubling in about 5 to 6 years.
  • Will sell your employees' salaries to credit monitoring services without your actively taking steps to prevent.
  • "Anonymizes" your business' performance data to share with other business owners, including your competitors. It is unclear how much is shared and to what depth. You cannot opt out.
  • If you don't know what you are doing, or if your bookkeeper doesn't, you can create one helluva mess.
  • Introductory offers for product set-up and advice (from Intuit directly) are weak.
  • For implementing QBO you really need training from someone who can work directly with you on your books. This is increasingly true as you move up the ladder of product complexity/function.
  • Software look, feel, and feature changes that happen with no real notice of what is coming and its impact on your work flow.
Other than market share dominance and somewhat lead-on features, Intuit is a company that has lost its small-business focus, its customer service focus, and its partnership ethic with the many professionals who help support and recommend the product. It has seemed to place its focus on becoming an artificial intelligence leader when it should really be an artificial intelligence integrator and consumer for the sake of its customer base and professional support base. While the QuickBooks Online product line will continue to dominate the market share for the foreseeable future, it is ill-advised for an accounting/bookkeeping professional or business to rely upon Intuit. It is important to understand the growing number of available options and cultivate relationships and skills with these new products. To fail to do so will be either a disservice to yourself or to your clients.
Most businesses that start with the Advanced version will have already implemented a lower-level version of the QBO set of products. The layout is fairly easy to understand and communicate with two caveats: 1) By default, the business sees a different menu than the accountant who is implementing; this is resolved by changing the business' view to the accountant's view, which is actually clearer to use and explain. 2) The layout is subject to change at the whim of Intuit and to only a portion of the QBO subscriber base at a time until fully implemented. In other words, it is like a Gamma testing program you do not know you are involved with while the implementation is rolled out in the Production version to all other subscribers. These are not mission-critical items but can create a lot of frustration, especially among accounting professionals supporting their clients on QBO.
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use QuickBooks Online Advanced to keep all accounting records of companies, issue invoices, and record bills. We also work with purchase orders. We use the Banking module to record daily banking operations and maintain reconciled bank balances. We also issue financial reports to load the currency conversion sheets and consolidated financial statements.
  • Reclassify transactions
  • Recurring transactions
  • Budgeting
  • Import data
  • Minimize the header of the Reports option
  • Allow import of journals entry
QuickBooks Online Advanced is well suited in almost all scenarios. We work very well with accounting records. It has versatility in issuing reports, they are downloaded very well to be uploaded in Google Sheets. Where I think it can improve is in being able to import data to the journal entries.
It is a very easy program to use and implement. In my case, I trained myself with books and YouTube videos in order to become a Certified User. It is very friendly in the different modules, and it is easy to train other people in its use. The system to be so simple is a very complete program.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Our organization utilizes QuickBooks Online Advanced every day. We process cash receipts, accounts receivable, accounts payable, budgeting, creating reports, etc. in the software. As far as business problems, the software has made it more easier to produce reports that are more understandable for staff and the foundation's board. In addition, the budgeting feature makes the entire budgeting process more efficient. With access to the software online by various users it has also made staff very aware of the finances. Personally, utilizing QuickBooks Online Advanced has made my position more efficient.
  • Generating and customizing reports
  • Tracking accounts receivables
  • Tracking cash balances for multiple funds
  • Having the capability to attaching supporting documentation to entries.
  • Possibility to create a template for electronic signatures on checks
  • A new template that can allow the upload of general journal entries
  • A better way to review custom reports in lieu of scrolling down; is possible creating a new dashboard that will allow a dropdown.
QuickBooks Online Advanced is well suited for preparing monthly/quarterly/annual entries as it allows the user to copy prior information and edit it for a new journal entry. QuickBooks Online Advanced is well suited for preparing customized reports that the end users can understand the finances of a business. One of the best features is the comparison between monthly or quarterly or annual numbers on reports.
The process for the setup and training process was not easy but not very simple. The key to the correct setup was the creation of a great chart of accounts. From a review of tutorials on the software, I was able to learn how to set up a great chart of accounts. The ability to utilize the chart of accounts template in the software made it so much easier to upload company data from another accounting system. With the assistance in setting up a great chart of accounts and the ease of uploading company financial information, it allowed me to start using the software fairly soon.
Score 9 out of 10
Vetted Review
Verified User
Review Source
I have used QuickBooks Online Advanced for companies where I provided CFO services and I have used it directly for clients who do their own accounting. I find it meets most business needs for most clients. My ability to go into their systems, run reports for analysis and troubleshoot is invaluable. I am able to train them easily on the software and it is reliable.
  • Track Inventory
  • Track Bank information and reconcile with bank
  • Invoice customers through email
  • Ability to be paid from a mailed invoice with a credit card
  • Sometimes the connectivity with the bank is slow or needs to be tried several times.
QuickBooks Online advanced is well suited to companies with limited Inventory tracking needs. It does not have a bill of material capability - QuickBooks Enterprise with Advanced Inventory does. It does all basic Accounts Payable and Accounts Receiveable very well. It handles reconciling bank information and receiving credit card data very well. The ability to "memorize" where an expense goes or revenue category is is also very handy.
Unfortunately, I cannot answer the setup questions because QuickBooks Online was already set up when I joined, however, I can attest to how easy it is to learn, flexible it is when you want to make changes, and easy to train others to use. I would recommend QuickBooks Online to anyone starting a Financial Services, or Accounting Firm.
Amber Sabbs | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Our company uses QuickBooks every day. We are able to invoice our clients and they can pay directly through their invoices! We love this integration and so do we. Not only are we saving money but also time by using one system, all of our transactions are right there in one location. The features that QuickBooks offers really have saved the day so to say for our company. Highly recommend QuickBooks.
  • Shows easy to read reports
  • Easy integration's
  • Multiple user access that can be controlled
  • Mapping could be improved
Running a small business is very time-consuming and when you have a platform that works with you and saves time and money that's a win-win. Being able to invoice and send that invoice to my clients via email or text really makes getting paid faster and my clients love the convenience this provides.
Before switching to QuickBooks Online Advanced I started by taking classes to learn how to use QuickBooks Online. After a week I was able to start fully using QuickBooks Online. I have been so productive since starting. The resources available are an incredible educational opportunity. learning these new systems set my company up to go in the right direction for the year and be prepared for tax time.
Score 10 out of 10
Vetted Review
Verified User
Review Source
QuickBooks Online Advanced is utilized in the day-to-day accounting for the business. The product's seamless integration to our AP and Corporate Credit Card platforms has helped to simplify and streamline our month-end close process. Investing in this tool helped us move from outsourcing our accounting needs to managing them all in-house.
  • Integration in to 3rd party tools
  • Simple reconciliation tools, help identify issues earlier.
  • The customizability of the chart of accounts helped to fit the software to meet the different needs of our business.
  • More efficient customer support. There have been incidents where I have been bounced to and from the same departments while trying to resolve an issue.
  • Continued integration into 3rd party software would help drive continued efficiency.
With the adoption of QuickBooks Online, we have been able to move from outsourcing our accounting needs to bringing them in-house. The platform provides a user-friendly experience that helped reduce errors that were previously common. Much of this comes from the inherent reconciliation tools which have helped to reduce errors and speed up the month-end close process. The software also integrates with AP and Credit Card platforms that we currently use with a seamless transition of data between the two.
I was not part of the implementation process with my company, but from what I heard it was generally a seamless transition. We were able to populate our previous financials into QuickBooks and continue working almost immediately. Our company is remote and having a platform that we can share simultaneously has improved our communication.
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use QuickBooks for our bookkeeping needs. It assists in tracking income, creating invoices ad ensuring we are paid by sending reminders
  • Reminders
  • Tracking
  • Reports
  • Customer Service needs more training to resolve hard issues
  • Alerting to invoices that have missed a month.
QuickBooks is great for assisting in managing your money. I love the fact that my bank can feed directly into it and it is intuitive enough to recognize the label for income
This is the easiest platform to set up and get moving immediately.
March 05, 2022

Small Business owner.

Score 10 out of 10
Vetted Review
Verified User
Review Source
It is used to track expenses, send invoices. I am able to track my accounts receivables. Once paid I can send the paid invoice to the client. I love the ability to customize the invoices Helps me understand where my business is heading. I use it to track mileage easily.
  • Invoicing
  • Expense tracking
  • End of year
  • Reconciliation
Ease of use. Having the ability to understand where my business lies financially. Keeping track of monthly actions. I am able to follow each client, helping me understand how I can improve. This helps me each month showing me what is actually happening, no guessing anymore. I feel more confident with my business plan.
I took the available training and started using the product quickly. The training provided was easy to understand. I loved the fact that I could work at my own pace. I felt confident that I had a good understanding of what I was doing. If I found myself a bit confused I could go back to the training for clarity.
Score 9 out of 10
Vetted Review
Verified User
Review Source
QuickBooks Online is our source of financial information. We use it to maintain integrity and stay in compliance with our federal funding. The ability to have multiple users with different roles has allowed us to consolidate workflows and totally eliminate many spreadsheets that were tracking customer information.
  • Custom Reports
  • Advanced forecasting with Fathom
  • Great user interface
  • Easy to learn
  • Great customer service
  • Permission sets are not yet fully customizable
  • Admins automatically override workflows - this is a problem in small companies when we are trying to maintain dual control; when admins create bills, they need to be approved by others, too.
It is great for managing different sets of revenue or expense streams by using Classes. This was one of the main reasons for our purchase of the software.
There are so many options and ways to set up a new file that it can be intimidating. We partnered with a certified QuickBooks Online consultant and I strongly recommend that. That was well worth the investment to get us up and running with confidence.
March 04, 2022

Great Product

Score 10 out of 10
Vetted Review
Verified User
Review Source
QuickBooks Online Advanced is a phenomenal product. Its customization options allow you to create a space that is tailored specifically to your company's wants and needs. QuickBooks Online Advanced is user-friendly, easy to navigate, and an overall great platform to keep all things business organized.
  • Categorizing Expenses
  • Custom Reports
  • Tracking Payments for 1099s
  • Online Chat
QuickBooks Online Advanced is great if you are looking to keep everything organized in one place. From invoicing to recording payments, QB's help gives you peace of mind while utilizing it. The platform is less suitable for businesses that don't need a lot of customization or features.
It was super easy to get set up and started with QuickBooks Online Advanced. If you are confused at any point, your priority circle team is able to assist you.
Score 8 out of 10
Vetted Review
Verified User
Review Source
I have seen or used other versions of QuickBooks over the years but since using the advance it has made keeping track of expenses a lot easier. It does take a little time to understand and learn but in the end, it will make your business accounting a lot easier when it comes to paying taxes, payroll, etc.
  • Accounting
  • Financial Reports
  • Mileage tracking
  • Logistics Features
The accounting features and amazing and track expenses. However, in Logistics, there are broker fees, owner-operators, and mileage (deadhead) that it's hard to calculate.
Not easy at all. I had to call in and then learn how to do it myself.
Score 10 out of 10
Vetted Review
Verified User
Review Source
QuickBooks Online Advanced is our software of choice! We use it to track the nightly sales at our small franchise hotel.
  • Tracks invoices accurately
  • Provides in depth reports
  • Provides easy-to-use employee time-tracking
  • The projects module has a few minor glitches
QuickBooks Online Advanced provides detailed and accurate reporting for use in analyzing the profitability of a business.
The implementation process was relatively quick and painless. I reached out to a QuickBooks advisor and with his help, I was able to have the software up and running smoothly in just a few hours.
Angie Zhang | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
QuickBooks Online Advanced has helped us effectively record and manage all our financial transactions quickly and professionally. Rather than using multiple spreadsheets, QuickBooks Online Advanced has all the materials in one place. The reason we use QuickBooks Online Advanced is to experience if the software is as great as others said. So far, they did not disappoint us.
  • Record day to day cash flow
  • Record all vendors, suppliers, customers, employees, and inventories
  • Budget
  • Faster customer service
  • Allowing to use it offline
  • Cheaper price
I love QuickBooks Online Advanced. Even though I have only started using the software, it has definitely helped me record and managed my finance effectively and efficiently. I would say that QuickBooks Online Advanced is great for all types of businesses. Whether it is for church or personal use, I recommend everyone to try QuickBooks Online Advanced.
With the help of the training process, it was extremely easy to set up and use the QuickBooks Online Advanced. I was a little confused at first, however, when I went through the training process, setting up the software is like a breeze. After getting a hang of it, using QuickBooks Online Advanced is like the most basic and required software everyone should have.
  • Online training
QuickBooks Online Advanced is great and effective. I use it for almost three months and it definitely does their job.
March 03, 2022

Lifesaving product!

Score 10 out of 10
Vetted Review
Verified User
Review Source
We use QuickBooks Online for invoicing our clients and to process our employee's payroll. We also use QuickBooks Online for our payroll taxes to be paid.
  • Pay Taxes
  • Invoicing
  • Processing Payroll
  • Create Checks
  • Pay Vendors
  • Easier access to training
Payroll is very easy to process but managing your Profit and loss is hard because not all-expense goes through QuickBooks Online. Taxes are paid promptly and you are able to make notes in employees files. It is unclear if there is a way to input all of the business' expenses through QuickBooks Online in order for the Profit and Loss statement to be accurate.
Was difficult at first but with practice, it's getting easier.
Daysi Aileen Lizardo Mosquea | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
I handle the company's accounting and bookkeeping, I register bills, match bank transactions through the feeds to have with our different banks, we also have integrated with Tipalti and WooCommerce. I create invoices and send them through QuickBooks Online. I generate financial reports, create recurring transactions for amortizations and depreciation. Something that I would like to see is to be able to import CSV files for large journal entries, so far I haven't seen that feature. I like the availability there is for training and certification, which I'm definitely looking forward to. I like how is easy to use, how it can connect to vendors and customers through every type of document that you create and how easily I can track transactions and run reports. Reconciliations a greatly fast given the match transaction options, which takes away the struggle for period closing. Overall I love this software and definitely recommend it.
  • Bank transactions matching
  • AR Tracking
  • Financial Reporting
  • Vendor and Customer management
  • Files importing for Journal Entries
  • International bank feed expansion
  • Filters in bank feeds specially for PayPal historical transactions
It is well suited for AR and AP management, bank reconciliations, and financial reporting. I don't have experience yet in payroll or 1099 tracking but I've seen the option which is great whenever we consider using it. Transaction reports are very easy to generate and overall the system is very user-friendly.
I personally wasn't with the company at the time of implementation, but when I started, I've already had some experience with Quickbooks Desktop which made it easier to settle in. Nonetheless, it was really easy to pick up the pace with this program since it is very easy to use and understand.
Justin Gipp | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
As a public accountant, I go into various clients' Quickbooks Online accounts to review data. Quickbooks advance clients allow clients to organize information better and make their books cleaner at the end of the year. With the additional services advance offers, reports can be set up to allow the user to see how the company is doing during a set period. Quickbooks Online has been growing over the years and now offers multiple add-on apps to further help user needs.
  • Integration of apps.
  • Building of custom reports.
  • Ease of reconciling bank statements.
  • Increased characters in report titles.
  • Job cost allocations.
Quickbooks Online is best for medium to small companies with several revenue streams. Once a company starts getting over a certain threshold of activity they should consider custom-tailored software for themselves. There are many factors that lead to this decision, but overall Quickbooks Online is great for the small business community.
Quickbooks does a good job at one, sending representatives to talk through demonstrations, two, onboarding support, and three, importing information from other software to transition easily. They offer free training sessions online to help gain knowledge of new updates and once complete you can even become QuickBooks Online certified after passing a test.
Score 10 out of 10
Vetted Review
Verified User
Review Source
My company uses QuickBooks Online Advanced for all invoicing and financial tracking. QuickBooks Online Advanced helps me and others in HR stay organized.
  • Invoicing
  • Tracking Expenses
  • Payroll
  • Tracking
  • No room for improvement
QuickBooks Online Advanced is used weekly by the Human resource department to keep track of all expenses. I forgot to send out an invoice reminder to a client and because QuickBooks Online Advanced offers scheduled reminders the invoice was sent automatically.
Setting up for QuickBooks Online Advanced was very easy. Set up did not take more than 30 minutes and I learned the entire system within one day.
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use QuickBooks Online Advanced for all of our accounting needs. We use property and classes frequently.
  • Ease of preparing journal entries.
  • Creating Invoices and keeping track of Cost of Goods Sold.
  • Closing the books.
  • QuickBooks AP to enable a user to open multiple companies.
  • Update exporting date to excel - Formatting issues.
QuickBooks is well suited for calculating gains and losses on the sale of assets.
Very easy to set up and use right away. You can usually set everything up for a new company in less than 30 minutes by using import features to upload Charts of accounts, vendors, customers, and banking information.
March 03, 2022

Easy and Quick

Score 10 out of 10
Vetted Review
Verified User
Review Source
QuickBooks Online Advanced gave us the ability to work remotely. This need became essential during the pandemic. This was the biggest selling point. After learning how to set up our chart of accounts as new users, we discovered the ease of use and enjoy accurately reconciling our books in record time, compared to our previous process. QuickBooks Online Advanced has been a lifesaver.
  • monthly reconciliation
  • reports
  • pay bills
  • more customizable reporting
  • offer training in the QB Online version
  • allow customer to select QB features needed for business needs
Ease of use and extreme time saver
It took a while to set up QuickBooks Online Advanced. There were not many resources that provided step-by-step instructions. We accept CashApp and PayPal donations. I had to search Youtube to figure out how to process the fees.
Sandra Camacho | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
I use QuickBooks Online Advanced in a variety of ways for the variety of my clients. For some, I use it to keep their new Real Estate business organized for tax purposes. For another, I use it to keep track of investors and payouts. For another, I use it for full-blown accounting cycles- invoices, payment receipts, bills, etc. I can truly use this system with any type of client and customize it as needed.
  • payroll facilitation
  • connecting bank transactions to register
  • Customized reports
  • search functions for advanced transactions
  • Undoing the prior month reconciliation like you can on the desktop version or having a better way to fix a prior reconcile
  • reducing double entries
  • memorizing transactions
I think QuickBooks Online is well suited for a company such as a Real Estate agent who needs to have his sales/commissions and expenses recorded properly for tax purposes. A non-profit organization, such as a band booster club, needs help tracking donations and Band expenses and keeping in compliance.
My QuickBooks background began with the QuickBooks desktop. Having that background also makes it easier to transfer online. The QuickBooks Online prompts are similar and relatively self-explanatory. QuickBooks Online has videos that have also made it easier to know what steps to take. I have implemented QuickBooks Online from scratch for just a couple of smaller businesses, and it has been a fairly easy process as long as I have had the correct numbers to start with.
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Quickbooks Online Advanced to manage and track the finances of our non-profit mission. It is a huge improvement over the unwieldy XL worksheets we had been using. We love having our information saved in the Cloud so that various authorized users can access it no matter where we are. It enables us to work from home or in the office, as needed. It is incredibly easy to track transactions. Quickbooks Online Advanced has truly been a blessing for our non-profit!
  • Track transactions easily and efficiently.
  • Run summary reports of each account.
  • Provide detailed history of each account in a readable format.
  • I would like to see a more streamlined way to see the balance in each account. Presently, there are a number of steps required.
QuickBooks Advanced helps us keep track of approximately 120 individual accounts and more than 300 donors. We can easily see the status of each account at a glance. It also enables us to quickly locate transactions that we wish to track. Information on our donors is easily edited and saved. QuickBooks Advanced is perfect for our non-profit.
The training process was very helpful. Whenever a question arose, we simply contacted customer service. They worked with us to answer our questions in a timely manner. We were able to begin using Quickbooks Online Advanced almost immediately.
Score 9 out of 10
Vetted Review
Verified User
Review Source
I use QuickBooks Online Advanced to manage my clients' books online. There are no major problems but it would be better if QBO allowed us to do recurring transactions from a past date. We will use it regularly as our business is growing and QBO serves our reporting purpose, helping us in our decision making.
  • Recurring transactions
  • Classes
  • Locations
  • Banking connect
  • Recurring transcations back date
  • Classes in Bundle Products
For class and location tracking
Yes, it was simple and fast. It was easy to quickly start it and import my several lists into QBO. It was almost 50 times faster than other software I used to work previously. I recommend everyone to try QuickBooks Online for free for 30 days and feel the difference. It will save you lot of time and of course, time is money.
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