Quickbooks Online - Simple Start is simple to use
October 21, 2019

Quickbooks Online - Simple Start is simple to use

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

Overall Satisfaction with QuickBooks Online

Right now, we use Quickbooks Online for Invoicing and expense tracking. As a small company, it allows me to act as the bookkeeper and accountant even though I don't have an accounting background. It also keeps track of the sales tax I need to collect for the state and keep track of who is behind on paying invoices.
  • Invoicing - I can create products and services as well as enter line items "free-form" for a more specialized service.
  • Sales tax calculation - NJ has changed the sales tax rate 3 times since I went into business. Changing the tax rate is easy, and the calculations Quickbooks does keeps it on track.
  • Expense Tracking - You can create rules to make it easier to track expenses.
  • Announcing changes- The last major changes had me thrown off because I didn't have a preview or transition period.
  • Support - Too much of support can get shrugged over to an accountant, who then tells me it's a Quickbooks issue.
  • Quick Invoices - The less time I spend billing, the more time I can spend helping my customers.
  • Expense tracking has helped me identify products that weren't profitable.
I looked at sage accounting and decided a cloud based product was better suited for my business. I also found Quickbooks to be simpler to use, and given my lack of an accounting background, I decided that it was the way to go. Sage Accounting looks like a great product, but it's above my level of use.
Free-form invoicing is why I started with Quickbooks, it does invoicing well. I can setup specific services/products to charge the same across the board or modify the price on the invoice itself. Expense tracking is another great tool, as long as you use it correctly. The software can be as general or granular as you need. You can group things into one broad service type (such as Software as a Service) or break down to specifics (such as Backup or Hosted Email) depending on what you need to track.

QuickBooks Online Feature Ratings

Accounts payable
8
Accounts receivable
8
Cash management
8
Bank reconciliation
4
Expense management
5
Fixed asset management
4
Self-service portal
9
Journals and Reconciliations
8
Configurable Accounting
7
Centralized Rules Framework
7
Standardized Processes
7
Inventory tracking
Not Rated
Automatic reordering
Not Rated
Location management
Not Rated
Manufacturing module
Not Rated
Pricing
9
Order entry
9
Credit card processing
Not Rated
Cost of goods sold
7
Dashboards
7
Standard reports
6
API for custom integration
9
Plug-ins
Not Rated
Not Rated
Role-based user permissions
Not Rated