QuickBooks Advanced Reporting - Forget Everything You Know About Creating Reports
October 09, 2017

QuickBooks Advanced Reporting - Forget Everything You Know About Creating Reports

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuickBooks Enterprise Solutions

We moved from Accpac ERP to QuickBooks Enterprise Solutions (QBE) about 5 years ago because it integrated with Autotask. ERP was much harder for accounting to use, but it had much more functionality and type checking that I think lacks in any QB versions. It is easy to make mistakes in QB because it will pretty much let you change anything at any time. But from a business analyst perspective QB reporting is limited to what it can do, so they implemented QB Advanced Reporting. I have used Crystal Reports and Microsoft Reporting Services and they are very similar and intuitive to write reports quickly. Now that we have grown and have 4 divisions separated by class in QB, I am now creating a bunch of massive Excel Reports to get P&L's for each division. I am doing all KPI's in Excel. I am also doing all forecasting and budgeting in excel. I am constantly updating spreadsheets if any lines change in the P&L. The only way to do what I want to do would be to create all the reports in QB Advanced Reporting. I must say it is the most confusing report writer I have ever seen. I hope Adaptive can do it all.
  • Easy to use.
  • Good Support.
  • Easy to make mistakes, does not type check very well, but it is slowly getting better.
  • Advanced Report is not intuitive, very hard to learn.
  • QuickBooks files seem to corrupt more than it should.
  • We had to purchase various third-party integration software to make it work with our other departmental software packages.
  • We had reached a point where their standard reporting features could not do what we wanted. We would need to learn QB Advanced Reporting which was not an intuitive product.
QuickBooks is a good software package for companies that do not have complex accounting needs. It is easy to teach to accounting staff with limited accounting experience.

QuickBooks Desktop Enterprise Feature Ratings

Accounts payable
7
Accounts receivable
7
Cash management
7
Bank reconciliation
9
Expense management
5
Time tracking
5
Fixed asset management
5
Multi-currency support
Not Rated
Multi-division support
5
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
Not Rated
Global Financial Support
Not Rated
Primary and Secondary Ledgers
Not Rated
Intercompany Accounting
5
Localizations
Not Rated
Journals and Reconciliations
7
Enterprise Accounting
5
Configurable Accounting
5
Centralized Rules Framework
5
Standardized Processes
5
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
8
Benefit plan administration
Not Rated
Direct deposit files
8
Salary revision and increment management
Not Rated
Reimbursement management
Not Rated
Dashboards
7
Standard reports
5
Custom reports
8
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