QuickBooks Online Makes Invoicing So Easy!
October 24, 2019

QuickBooks Online Makes Invoicing So Easy!

Samarah Sardoni | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuickBooks Online

QuickBooks Online is used by three main users at my agency including the project manager (for fixed bid and hourly invoicing), office manager (for reimbursements, hard costs, and payroll), and partners (for viewing statements and upcoming charges). Having multiple users helps divvy up the responsibilities while also keeping everyone accountable and ethical.

Pros

  • QuickBooks Online allows me to create "delayed charges" which helps forecast income as well as guarantee that invoicing is not forgotten.
  • QuickBooks Online has several shortcuts to get to where I need to go faster. For example, jumping directly to a client or invoice number.
  • My favorite feature on QuickBooks Online is that I am able to plan ahead for project invoicing and create custom reports that fit my exact needs.

Cons

  • Whenever I set up a new invoice or delayed charge and adjust the due date, it uses that same due date for my next invoice. It can get very confusing if I'm not extremely attentive while I am adding in delayed charges.
  • When I create a delayed charge, I add in a "memo" line, but when I create an invoice based on that delayed charge, that memo line does not transfer over.
  • After I've created a line item in an invoice, if I change the "category" or "department" it clears out all other details and forces me to start over.
  • QuickBooks helps us to make sure we always get paid. We can send reminder emails based on due dates or based on overdue balances.
  • QuickBooks Online allows me to be anywhere when I need to send monthly invoices.
  • I greatly wish QuickBooks had more APIs, but I understand the importance of privacy so I'm not too bothered by it.
Nexus' user experience is not difficult to learn, but it is not intuitive and does not have the breadth or depth that QuickBooks allows. It can be a useful secondary tool for the client-side to keep things organized, but when it comes to sending invoices it cannot compare with the organization and abilities of QuickBooks.
With several different people viewing our invoices and delayed charges, it is so nice to have it all in one place where we can call reference the same invoice number and work together a lot easier. It also allows special access to different roles. For example, someone in charge of sending invoices could not go in and receive payment for an invoice. This helps keep the company honest.

QuickBooks Online Feature Ratings

Accounts payable
10
Accounts receivable
10
Cash management
Not Rated
Bank reconciliation
Not Rated
Expense management
10
Time tracking
Not Rated
Fixed asset management
Not Rated
Multi-currency support
Not Rated
Multi-division support
8
Regulations compliance
Not Rated
Electronic tax filing
10
Self-service portal
10
Global Financial Support
9
Primary and Secondary Ledgers
Not Rated
Intercompany Accounting
9
Localizations
8
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
Not Rated
Order entry
Not Rated
Credit card processing
Not Rated
Cost of goods sold
Not Rated
Order Orchestration
Not Rated
End-to-end order visibility
Not Rated
Order exception Resolution
Not Rated
Pay calculation
10
Benefit plan administration
10
Direct deposit files
10
Salary revision and increment management
10
Reimbursement management
10
Dashboards
10
Standard reports
10
Custom reports
10
API for custom integration
10
Plug-ins
5
Role-based user permissions
10
Single sign-on capability
10

Comments

More Reviews of QuickBooks Online