TrustRadius Insights for QuickBooks Online Advanced are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Intuitive Help Center: Users have commended the intuitive help center in QuickBooks Online Advanced, noting the clear step-by-step instructions that facilitate easy navigation and understanding efficiently. The user-friendly design of the help center has been particularly helpful for users with varying levels of experience.
Online Training Resources for Onboarding: Several reviewers have highlighted the value of online training resources tailored specifically for new employees within QuickBooks Online Advanced. These resources not only enhance the onboarding process but also play a crucial role in helping individuals learn to use the software effectively from day one.
User-Friendly Reports: Positive feedback surrounds the user-friendly reports featured in QuickBooks Online Advanced. Reviewers appreciate how these reports simplify tracking and analyzing financial data, making it easier to draw insights and make informed decisions based on the information presented.
Quickbooks Online Advanced (QBOAd) allows our organization to quickly and efficiently manage our revenue and expenses, and payroll needs. It also can integrate with other applications for additional financial insight that gives our organization the competitive advantage we need in our market.
Pros
Manage roles within our organization
Track our revenue and expenses
Robust financial reporting
Cons
Job costing
Integration with non-Intuit products
Inventory tracking
Likelihood to Recommend
QBOAd is a good product for those small business organizations with basic needs for financial reporting, payroll, and cash management. Teams with small accounting departments where user roles can be tracked, are best suited for the product. Since the product is cloud based, organizations will need to ensure that their teams are well versed in using cloud based products.
VU
Verified User
C-Level Executive in Finance and Accounting (1-10 employees)
I use QuickBooks Online Advanced to record all the transactions such as DOGS, Sales Expenses, etc. in the company. QBO is good to evaluate each and every job using the project future.
Pros
Help to review the financial reports quickly from the dashboard
Auto filling invoices
Auto filling PO
Cons
If it could allow holding a transaction before posting so that the transaction can be approved by the supervisor will be a plus
Likelihood to Recommend
User Friendly, it doesn't require to be an accounting expert to use the system.
We use QB for all of our accounting needs, including Accounts Payable, TimeSheets and Payroll. We use it the software daily to ensure that our books are running smoothly
We use Quickbooks Online Advanced projects to cost associate each job. The individual projects profit & loss is a great function. I love that we can assign tasks to individuals and set up approvals for posting transactions of junior employees. We are able to utilize the estimates to progress bill. Having the amounts automatically deduct from the project helps to keep our progress billing clean and on track.
Pros
Projects are great for cost accounting
Estimates are great for progress billing
Batch invoices & expenses help expedite data entry
Cons
I wish we could batch download data for project estimates.
I wish we could flip estimates into purchase orders into the item details instead of category details
Likelihood to Recommend
Quickbooks Online Advanced is useful in many different scenarios. It is helpful to keep things organized and neat. I am a big fan of the projects because you can cost account and list different P&Ls per project. Having attachments is very helpful to keep our source documents organized within our accounting software. Quickbooks Online Advanced is useful for companies that have many projects going at the same time because staying organized is easy.
VU
Verified User
Employee in Finance and Accounting (11-50 employees)
QuickBooks Online Advanced keeps everything in one software.
Pros
Bill entry
Bill pay
Payroll
Cons
Customer support
Likelihood to Recommend
QuickBooks Online Advanced is well suited for any business. One can keep all of their transactions in one software. The accountant for the business can also log in and retrieve or add transactions, retrieve information for tax returns.
We use QuickBooks Online for all of our GL, Fixed Asset, Billing and Payable activity. We also track our grants via the tagging feature, but will need to learn how to do this now that the tags are going away. We particularly enjoy the ability to scan receipts and attach other documentation to every transaction. This makes auditing so much easier - usually able to be done remotely.
Pros
Transaction support (attaching documents, spreadsheets, etc.)
GL management - hierarchy of accounts, expandable levels of detail on reports
Paperless-friendly billing
Cons
AP approvals are not working for us and we would really like to use them.
More flexibility to make GL accounts inactive when they aren't used (system-generated ones)
Flexibility to create default transaction report formats so the info you need is on the screen every time you drill into a report.
Fixed asset depreciation should allow allocation to the appropriate classes based on class of asset.
Interest and fees recorded during the reconciliation process should allow a class.
Likelihood to Recommend
It is well suited to track P&L by department, but difficult to use for grant tracking.
VU
Verified User
C-Level Executive in Finance and Accounting (51-200 employees)
As a library, we use QuickBooks Online Advanced software in a somewhat limited capacity. We don't invoice patrons or vendors, nor do we use it for employee payroll. The majority of what QuickBooks Online Advanced is used for is on the expense side in the writing of checks for various expenses. There are regular deposits into accounts that are entered, which then are reconciled. There are a number of monthly financial reports that are prepared.
Pros
The software is relatively reliable
With a wide user base, there are a variety of sources available as support when issues occur
The software is multi-tiered, fairly robust
Cons
The vendor list under Expenditures is not consistent, sometimes the full list is within one screen to scroll down while other times only a small portion (ex. instead of listing all vendors A-Z, you might only see A-C) That requires additional steps to search the desired vendor which takes more time.
Often there seem to be bugs in the software- functionality can be inconsistent. At times, the only solution is to close completely out of the program and start again.
One issue that happens frequently is in the writing of checks. A payee and bank account are selected, payment date then bills are added. Those fields then change and revert back to different payment dates or check numbers.
A regular problem that occurs frequently is check numbers changing AFTER they've been printed. For example, if vendor
ABC Co. had a bill selected for payment on 1/1/25 with check number 25000 after that transaction is saved and printed going back to the vendor history the check number may appear as 25002. This seems a common issue in the QuickBooks Online Advanced user community. No solutions seem to correct this problem. The window that allows you to select next number check to print doesn't allow the user to change it to another number.
Changes made in account settings sometimes stick, other times fields revert back to previous. For example, again in the Check area a selected bank account changes every time the option is chosen. Ex. with more than one bank account once a different account is selected and a check gets printed, the next time you go to write a check the account is different.
Likelihood to Recommend
It all depends on how a business will be using the software. In a limited capacity QuickBooks Online Advanced should be sufficient without too many issues. If you are simply entering deposits, writing a few checks and running monthly reports the software typically runs without issue. It would be nice if there were different usage options, say a limited, basic or full package with a suite of applications. The old desktop version was much more stable and reliable. Our organization ran into a horrendous scenario online where all of our data was locked and we were forced into an upgrade. It can be a nightmare calling support, customer service representatives not always proficient in providing solutions to issues. It can be very time consuming to get the help needed.
VU
Verified User
Professional in Finance and Accounting (11-50 employees)
I work for 2 non-profit organizations and QuickBooks Online Advanced is perfect for us. When there is a concern, the specialist helps me in a timely manner and do their best to keep up on anything that takes a little longer than expected when issues arise.
Pros
Does great with keeping track of payroll taxes
Easy to work in
Cons
set up different reports to what my board would like and be able to add notes to them.
Likelihood to Recommend
I like the ability to do different things with the classes
I use QuickBooks Online Advanced as my primary method of bookkeeping for my business. I use the online banking feature to seamlessly import transactions from my bank into QuickBooks Online Advanced. I also use the payroll feature, both automated and manual.
Pros
Payroll allows me to use both automated feature and manual paychecks
I can easily create and view custom reports each month to track my business' spending
Cons
I find it difficult to inactivate employees and then view them after I have marked them inactive.
