Round peg and a square hole
November 21, 2016

Round peg and a square hole

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuickBase

Because QuickBase is a customizable software it enables us to track the minor trust accounts in the way that fits our needs the best. There are only a few of us that have access to this software.
  • It is a software that you create to suit your needs.
  • The software is always being updated and there has never been a down time for us.
  • The applications are limitless if you have the time to create them.
  • Because Quickbase has so many different possible uses, it would be nice if they had a consultant who would spend a day with you helping to setup your software, and then if they would check back with you to see how things are going periodically.
  • So many of the formulas are very tricky and can be difficult to tweak for a new application. Perhaps a wizard of sorts could be implemented.
Because we are a sovereign government our statutes and reporting needs are different than the typical local governments. The setup was a little time consuming and the learning curve for me was tough. I watched a lot of webinars and studied a lot of applications that had already been created. We have had it up and running for a few years and it hasn't failed us yet.
Quickbase was the only software to do what we needed and simply put is "because I wrote it the way we needed it".
I use Excel all day long and I don't use all the functionality that it has to offer because I have a hard time learning a new language. I did not grow up with computers but I have been forced to accept them and use them. So for me, this software was a challenge and at times still is but what is does for us is very crucial and it would be very difficult and time-consuming to track otherwise.
  • Solving a specific business challenge
I did try several times to use a quickbase designed application but they were written with a business stand point. The application I needed was more of a banking scenario, with additions, market changes, fees, and loans, but with special tribal government payout plans that are based upon education. I update my software application formulas once every quarter. It's gotten easier with time and experience.
If you need to track anything, Quickbase will help you do that flawlessly. The background date stamping is awesome to see when changes were made and by whom. If you need personalized reports, this program is great for that, love it.