QB Desktop Enterprise Oilfield Services
Updated June 09, 2022

QB Desktop Enterprise Oilfield Services

Jeff Chestnut | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuickBooks Desktop Enterprise

Basic accounting system, Invoicing, Purchasing, Vendor Payment, Customer Contacts, Vendor Contacts, Corporate Asset Listings. Basic financial reporting, Accounts Receivable, and Accounts Payable management. Sales commission tracking and reporting. Specific reporting requests. Check ledger, Deposit records, Wire transfer records, and associated reporting. Monthly financial statements, annual financial statements. Sales tax tracking and reporting with liability calculations. Custom purchasing reporting and control.
  • Invoice creation using COA defined elements.
  • Vendor payment utilizing purchase orders.
  • Basic financial reports with some requirement for filtering.
  • Purchase orders using COA defined elements.
  • Custom reporting, report writer
  • Asset tracking
  • Inventory
  • Batch reporting based on a standard time period,
  • more flexibility setting parameters for A/R
  • Better sales tax reporting
  • Meets our needs for invoicing, saves manual process resulting in one staff position reduction
  • Onsite install saves us several thousand dollars.
  • Inventory has caused an external processing and data entry expense - this costs a couple of thousand dollars initially and now annually is a cost of $2,000 labor.
  • Statements that are not reflective of individual customer terms render some customers' statments useless.
  • Vendor payment management has eliminated late fees saving several hundred dollars per year.
  • The new licensing scheme has us looking at competitive systems and we are finding more than we expected at much less cost.
  • Customer support for assistance on older versions to recover the admin password cost us 4 months of delay and at least five thousand dollars in staff time.
The scaling has been both growth and decline. The system has allowed us to change customers to inactive and reactivate, enter new customers, and the same for vendors. The use of external service providers to perform basic bookkeeping functions has been a help with capacity control for processing and the selection of QB providers with available time has grown substantially in the last two years. We have added to the COA and kept the same product category accounting which is important from year to year comparisons.
We switched from a previous version at the close of a month/year and were able to become operational in less than a week. This was a complete redefinition of the COA and new standard terms for every customer. The data was not transferred directly from the old system so we still access the old system for historical reporting. Setting up the invoice, purchase order and related forms were also done during the week. All configuration and installation of the QB Desktop Enterprise were done with staff and no IT professionals. We did need to access customer support for a patch to fix the installation.
Nothing unexpected.
All competitors do invoice and a/p. Many of the listed competitors do better asset tracking and inventory. The larger packages get too complex too quickly and become an administrative burden as well as an implementation burden. QuickBooks is easier to set up the COA and modify the COA. Reporting in the other packages ranges from worse to better with the better providing third-party embedded tools that outshine QuickBooks.

Do you think QuickBooks Desktop Enterprise delivers good value for the price?

Not sure

Are you happy with QuickBooks Desktop Enterprise's feature set?

No

Did QuickBooks Desktop Enterprise live up to sales and marketing promises?

No

Did implementation of QuickBooks Desktop Enterprise go as expected?

Yes

Would you buy QuickBooks Desktop Enterprise again?

No

The limitations of the software in inventory make it undesirable for an inventory sensitive business. The basic package when offered on a perpetual on-site-based installation is the best way to go for most small businesses as the IT requirements for a hosted solution can be larger than the business itself!! The reporting is neanderthal, it just needs new product management to fix it - this has been a problem for us forever. The licensing offered recently is not favorable for many small businesses and has driven some of my counterparts at other companies to go to another software package. The Asset tracking (from listing to depreciation and reporting) is not as capable as other packages so we just use an external source and then directly enter the data into QB. This should be an easy fix but is persistent over several versions/years. In my experience, customer support is just actually abhorrent.

QuickBooks Desktop Enterprise Feature Ratings

Accounts payable
7
Accounts receivable
7
Cash management
4
Bank reconciliation
9
Expense management
7
Time tracking
Not Rated
Fixed asset management
1
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
1
Global Financial Support
Not Rated
Primary and Secondary Ledgers
6
Intercompany Accounting
Not Rated
Localizations
Not Rated
Journals and Reconciliations
5
Enterprise Accounting
6
Configurable Accounting
7
Centralized Rules Framework
5
Standardized Processes
4
Inventory tracking
1
Automatic reordering
1
Location management
1
Manufacturing module
1
Pricing
1
Order entry
1
Credit card processing
Not Rated
Cost of goods sold
5
Order Orchestration
Not Rated
End-to-end order visibility
Not Rated
Order exception Resolution
Not Rated
Pay calculation
Not Rated
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
Salary revision and increment management
Not Rated
Reimbursement management
Not Rated
Dashboards
2
Standard reports
4
Custom reports
1
Not Rated
API for custom integration
Not Rated
Plug-ins
Not Rated
Role-based user permissions
6
Single sign-on capability
Not Rated

Using QuickBooks Desktop Enterprise

4 - Bookkeeping, Accounting, CPA, Executive
These are standard functions. We use QB for invoicing, and monitoring sales by item level detail. We use QB for AP and managing purchases. We generate the reports necessary for typical corporate reporting and analysis of sales and costs. The CPA uses QB for everything related to paying taxes, state, federal.
  • Customer Invoicing
  • Purchase Orders
  • Vendor Payables
  • Monthly Reporting
  • Depreciation is not useable as the level of granularity doesn't support the CPA's requirement for our multiple aged assets
  • Payroll is just simply too cumbersome and time costly to set up and use so we go the PEO route
  • Pricing for customer sales
since we bought perpetual license and not the online option we will continue to use it as we did with Accountant 2013 version. The licensing and support from Intuit for the new schema is intolerable.

Evaluating QuickBooks Desktop Enterprise and Competitors

Yes - We used a previous version(s) of QB. The migration to the newer version was rough and we finally just started over and created a new COA, as the mapping of the old did not work out. The thought was the support was important and desired to have it for a current platform. That turned out to be not so good, not so productive, and we just hired local talent to work around the program bugs.
  • Price
  • Product Features
  • Product Reputation
  • Prior Experience with the Product
With previous versions we were needing more capability on the COA configuration and tracking COGS. Our multi-user and multi-division needs also grew so the thought was the newer version would be better. Inventory and depreciation of assets is still performed outside of QB as attempts to use QB proved to be a waste of time and inaccurate results.
We would definitely take a dry run on a separate isolated system to just check out the history match and enter in a month or two of transactions for testing. And that is what we are doing now with some other systems. Plenty of vendors want to push their concept of ERP but few understand shop floor control and seem to heavily weight marketing material capability to user paid pricing!

QuickBooks Desktop Enterprise Implementation

Have a total system map built for all functions you want before you start.
Change management was a major issue with the implementation - We learned that trying to enhance the inventory and asset listing and depreciation were not straightforward and post implementation found a better system to use for them. The new COA was easy to implement with the invoicing by using the search features.
  • Installing the database remotely and connecting users
  • Stability of the remote install - had to use the fix program a few times

QuickBooks Desktop Enterprise Training

QuickBooks Desktop Enterprise Support

ProsCons
None
Slow Resolution
Poor followup
Less knowledgeable
Problems left unsolved
Not kept informed
Escalation required
Difficult to get immediate help
Need to explain problems multiple times
Support doesn't seem to care
Slow Initial Response
Did not for Enterprise based on past performance.

Using QuickBooks Desktop Enterprise

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Quick to learn
Convenient
Feel confident using
Familiar
Not well integrated
  • Adding Customer
  • Adding Vendor
  • Invoicing
  • checking a bill against PO, as long as the bill and PO match
  • Pay bill - write checks or record pay by ACH, do the ACH in different system
  • Payroll
  • Inventory
  • Depreciation
The system is easy to use for basic, maybe very basic, functions. The system is not good at Inventory and fails at complex Inventory.