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QuickBooks Online Review by Seattle Public Accounting, PLLC
Updated December 23, 2015

QuickBooks Online Review by Seattle Public Accounting, PLLC

Dawn M. Smith, CPA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller
Review Source

Software Version

Online Accountant Version

Modules Used

  • Essentials, Payroll, Plus

Overall Satisfaction with QuickBooks Online

I own a small CPA firm. I have one employee, a bookkeeper. We both use the product. For my firm, the product addresses the problem of collaborating with non-accountant clients.
  • QuickBooks Online allows the client and accountant to collaborate without passing files back and forth.
  • One of the best features is the ability to link the bank accounts and credit card accounts to the file. No manual downloading is necessary.
  • The payroll feature is very easy to use. The product gives payroll reminders and payroll tax reminders. The reminders are sent to both the client and the accountant.
  • QuickBooks Online has room for improvement in the inventory area.
  • QuickBooks Online is very expensive. Some of my clients choose to stay with the Desktop version due to the expense of moving to online.
  • QuickBooks Online could have more custom features for the estimates and invoices. The formats are somewhat limited.
  • Better customer service.
  • Efficiency in sharing data.
  • Secure file exchange.
Ability to easily collaborate with clients. Quality of software for accounting and reporting.
  • 25% to 50% of my clients
QuickBooks Online is well suited for most small business applications, especially where there is no in-house accountant.

QuickBooks Online Feature Ratings

8.7
Accounts payable
10
Accounts receivable
10
Cash management
10
Bank reconciliation
10
Expense management
10
Time tracking
5
Fixed asset management
9
Multi-division support
6
Regulations compliance
6
Electronic tax filing
10
Self-service portal
10
3.5
Inventory tracking
2
Automatic reordering
5
Location management
Not Rated
Manufacturing module
Not Rated
8.8
Pricing
5
Order entry
10
Credit card processing
10
Cost of goods sold
10
10.0
Pay calculation
10
Benefit plan administration
10
Direct deposit files
10
Salary revision and increment management
10
Reimbursement management
10
10.0
Dashboards
10
Standard reports
10
Custom reports
10
10.0
API for custom integration
10
Plug-ins
10
10.0
Role-based user permissions
10
Single sign-on capability
10

QuickBooks Online Implementation