Quick accounting and budget management
June 16, 2014

Quick accounting and budget management

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

Overall Satisfaction with QuickBooks for Mac

Quickbooks for Mac is not being used by my organization; I use it for my private practice and it makes accounting and tax management much simpler.
  • Easy layout for check register
  • Canned reports are the ones you'll use most often
  • Can set as many user-defined income and expense categories as you need, for simple to complex budget management
  • The customer option is not set up well for systems outside retail; I would love to see more flexibility in this area
  • Quickbooks is not a practice management system, so it is not HIPAA-compliant
  • Easier tax prep
  • Simpler to determine profit or loss, and margin
  • Graphical representation of expenses helps you see where your biggest expenditures are
I used QB for Windows previously and it was similar.
I have used it for years and am not likely to switch to a product with different (or lesser) functionality. I would like to experiment with downloading my bank account information directly into QB; this feature exists, but I have not tried it yet, and it would make my monthly accounting faster.
Quickbooks for Mac works beautifully for small businesses with few employees, or sole practitioners. I have not used it for payroll but I think that would be equally easy to use. QB helps me record and manage income and expenses so that tax time is less of a headache. I also like the simple graphical representations of profit and loss, so I can see how my business is doing each month.