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