QuickBooks For Mac - Use It And Never Go Back
August 07, 2017

QuickBooks For Mac - Use It And Never Go Back

Steve Muench | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuickBooks for Mac

QuickBooks (QB) is the software used for all aspects of company accounting. It provides a streamlined approach to controlling cash flow, producing monthly reports, invoicing and quickly allows an overview of the business performance. It also makes invoicing and receiving payments quick and easy to monitor on a daily basis. Reconciliation of bank accounts is normally quick and easy with the ability to link QuickBooks and our bank accounts.
  • Invoicing made easy. It's easy to customize invoices as well as email them in a batch. Great time saver.
  • Reconciliation of bank accounts made easy. It's simplified with the ability of linking bank accounts to QB & matching bank transactions with those transactions posted through QB.
  • Creating reports & customizing reports for my CPA is also done with ease.
  • QB support team has been very easy and friendly to work with as I have had many questions that I need help with from them They have been able to identify my problems and offer solutions.
  • The Mac application has multiple flaws. At 1st I used the app exclusively but now only launch QB through my web browser.
  • Although I have found the reconciliation of monthly bank statements to be easy I did experience 1 month that QB posted payments twice for 3 different batches of credit card payments. The help desk had never seen anything like it before. Hopefully I never see it happen again.
  • The migration of accounts & customers from my previous accounting software was not at all easy and indeed was very time consuming and tedious.
  • It is to early for me to evaluate this. It will probably come down to how much time does QR save me vs. what the yearly cost + yearly credit card fees amount to.
Installing QB was easy and straight forward in comparison to other Mac apps. I'll be interested to see if updates are easy to accomplish. Adobe products are all cloud based as is QB & I am still uneasy about that as our business is located in a fairly remote & rural area and internet service although normally reliable is less so that in a major metro area.
I have been on QB for approximately 5 months and so far it has allowed me to accomplish everything that my previous accounting program did and most of the tasks are more streamlined and easier to accomplish.

If you start from day one using QB in your business it should be great. If you are going to transition from another accounting program to QB I would expect to experience some pain in the transition.

QuickBooks Desktop for Mac Feature Ratings

Accounts payable
8
Accounts receivable
9
Cash management
9
Bank reconciliation
9
Expense management
9
Time tracking
Not Rated
Fixed asset management
5
Multi-currency support
Not Rated
Multi-division support
Not Rated
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
Not Rated
Localizations
Not Rated
Journals and Reconciliations
8
Enterprise Accounting
Not Rated
Configurable Accounting
Not Rated
Centralized Rules Framework
Not Rated
Standardized Processes
9
Inventory tracking
Not Rated
Automatic reordering
Not Rated
Location management
Not Rated
Manufacturing module
Not Rated
Pricing
9
Order entry
9
Credit card processing
9
Cost of goods sold
Not Rated
Order Orchestration
Not Rated
End-to-end order visibility
Not Rated
Order exception Resolution
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
Dashboards
9
Standard reports
9
Custom reports
9
Not Rated
API for custom integration
Not Rated
Plug-ins
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
9