QB Desktop Pro is great for SMBEs - just set it up the right way first!
May 01, 2021

QB Desktop Pro is great for SMBEs - just set it up the right way first!

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

Overall Satisfaction with QuickBooks Desktop Pro

Quickbooks Desktop Pro is used by our organization in conjunction with the online version. We invoice, run our GL and P&L reports from it. Currently it's not synced to our PM software for billable hours, but that's coming soon. It is a relatively easy way to track our general expenses, issue invoices and get our reporting in a nutshell.

Pros

  • Intuitive and easy to use
  • reporting is robust
  • online version has made it even easier to invoice and manage AR

Cons

  • Still need someone with business /CPA acumen to set up properly or the functions /features don't match what your company does
  • not the easiest to integrate with enough third party solutions (but getting better with their APIs)
  • still don't fully trust Intuit after they - many years ago - intrusively intercepted completed invoices we mailed and turned them into client "accounts" for the clients to login and pay without our knowledge let alone our permission.
  • Doesn't scan receipts etc. easily in the app
  • Gives us daily insight into the company's P&L so there are no surprises
  • Audit log to see who has logged in, when, and done what in the system
  • Price point is on par with other softwares
  • Intuit has improved its feature rollout so new features are added gradually rather than massive updates that require re-training
  • Will still never fully trust Intuit not reading our data
We have not evaluated anything else in any recent time frame as we're so embedded with QB now that it'd be a logistical nightmare to move our operational financing to another platform. They've got us by the hook line and sinker! We have used apps for receipt scanning and mile tracking for consultants. We still have not plugged in our Project Management software to help assist with sub-consultants' billable hours, although we hope to do that this year.

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

Yes

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

Yes

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

Yes

Did implementation of QuickBooks Desktop Pro go as expected?

Yes

Would you buy QuickBooks Desktop Pro again?

Yes

They are continually trying to re-work the application to make it easier and more intuitive. They try to pack a lot of features and flexibility into the system, which can cause a bit of confusion without some basic training, but overall it's relatively quick to learn especially if everything is set up properly from the get go. We prefer using it on the desktop for security reasons, and performance.
Sometimes they're very helpful, and other times they've been lacking. Sometimes we feel as a medium sized business that they prioritize big businesses more, but small and medium businesses made them who they are. Their online help has gotten much better - often it was outdated and sometimes wrong. Our overall experience with their support has been such a mixed bag over the years we have to rate them in the middle as it's not consistent.
For SMBEs i'ts a pretty good choice to keep your accounting current and reliable. The stability of the product and the company are solid. It has decent (and improving) integrations with other softwares. They seem to be pushing for more saas subscriptions so they (seem to ) have deprecated the priority of support without payment, which is annoying. Their FAQs and help have gotten better and are now (mostly) current. If you try to set it up yourself, double check with your CPA (who knows QB) that it's done correctly, else you can have items that don't make sense for your business, which then becomes a problem that you have to clean up later or pay someone else to clean up.

QuickBooks Desktop Pro Feature Ratings

Accounts payable
8
Accounts receivable
8
Cash management
6
Bank reconciliation
7
Expense management
5
Time tracking
3
Fixed asset management
5
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
Not Rated
Global Financial Support
Not Rated
Primary and Secondary Ledgers
7
Intercompany Accounting
7
Localizations
Not Rated
Journals and Reconciliations
8
Enterprise Accounting
5
Configurable Accounting
5
Centralized Rules Framework
Not Rated
Standardized Processes
8
Inventory tracking
Not Rated
Automatic reordering
Not Rated
Location management
Not Rated
Manufacturing module
Not Rated
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
Not Rated
Cost of goods sold
Not Rated
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
8
Standard reports
8
Custom reports
7
API for custom integration
5
Plug-ins
5
Role-based user permissions
5
Single sign-on capability
Not Rated

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