QuickBooks from a CPA's Perspective
May 05, 2015

QuickBooks from a CPA's Perspective

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

Overall Satisfaction with QuickBooks Enterprise Solutions

QuickBooks Enterprise Solutions is being used to access and manage the accounts of many of our clients. Most are small sole proprietors managing all of their finances with QuickBooks.

Pros

  • Homepage is easy to navigate
  • Customizable reports

Cons

  • I currently have no problems with the product.
  • Properly managed and updated QuickBooks records will lead to faster and more accurate year end wrap-up.
  • Accurate record keeping will lower your accounting bills.
  • Clients will appreciate up to date and accurate records to answer any questions they have.
QuickBooks has a better feel and easier navigation tools than other products that I've used.
QBX to QBA is a great feature and easy way to transfer client records for a CPA review. The file is small enough to email and converts quickly giving the CPA access to all records as of a cutoff date. The CPA's adjustments and changes won't affect the client's records.
  • Fewer than 25% of my clients
I've seen QuickBooks handle all sizes of businesses.

QuickBooks Desktop Enterprise Feature Ratings

10.0
Accounts payable
10
Accounts receivable
10
Cash management
10
Bank reconciliation
10
Expense management
10
Time tracking
Not Rated
Fixed asset management
Not Rated
Multi-currency support
Not Rated
Multi-division support
10
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
Not Rated
Not Rated
Inventory tracking
Not Rated
Automatic reordering
Not Rated
Location management
Not Rated
Manufacturing module
Not Rated
10.0
Pricing
10
Order entry
10
Credit card processing
Not Rated
Cost of goods sold
10
10.0
Pay calculation
10
Benefit plan administration
10
Direct deposit files
10
Salary revision and increment management
10
Reimbursement management
10
10.0
Dashboards
10
Standard reports
10
Custom reports
10
Not Rated
API for custom integration
Not Rated
Plug-ins
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated

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