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Moving on from QuickBooks
Updated October 19, 2016

Moving on from QuickBooks

Anonymous | TrustRadius Reviewer
Score 2 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuickBooks Enterprise Solutions

The finance team currently uses QuickBooks as a general ledger for our financial reporting needs. The invoicing and expense process are performed outside of QuickBooks (with Beanworks and Expensify) and are manually re-keyed into QuickBooks along with grant information that is housed in Salesforce. The organization is currently looking to switch to a financial system built on the Salesforce platform and one which could potentially perform invoicing and expense approval processes within the system.
  • The look (visually pleasing) and it is easy to understand
  • It is easy to undo entries or things if there is a mistake
  • Multiple profiles needed (vendor, employee, customer)
  • Dimensions are limited
  • Character limits on certain things (vendor names, chart of accounts names)
  • No audit trail (who entered what in QuickBooks and when)
  • Connectivity to platforms such as Salesforce
  • invoice and expense processing
  • Budgets vs. actuals vs. forecast reporting
We are actually moving away from QuickBooks and trying SAGE Live and or Financial Force.
It really depends on the size of the company and what they want to use it for as well as there are other platforms/systems being used (and how that integrates with QuickBooks). I think for a smaller company QuickBooks may work just fine for the price point however given the limited capabilities with platform connectivity to Salesforce, the non-profit organization I am currently working with is considering and is in the process of switching systems. We would also like to have a system where expense processing (approval process) is within the financial system; something not currently performed in QuickBooks.

QuickBooks Desktop Enterprise Feature Ratings

2.0
Accounts payable
2
Accounts receivable
2
Cash management
Not Rated
Bank reconciliation
Not Rated
Expense management
Not Rated
Time tracking
Not Rated
Fixed asset management
Not Rated
Multi-currency support
Not Rated
Multi-division support
Not Rated
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
Not Rated
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
Not Rated
Cost of goods sold
Not Rated
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
3.0
Dashboards
Not Rated
Standard reports
Not Rated
Custom reports
3
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