QuickBooks Online - Easy to use, even for a non-accountant!
March 17, 2020

QuickBooks Online - Easy to use, even for a non-accountant!

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

Overall Satisfaction with QuickBooks Online

QuickBooks Online is used across the whole organization. We use it for reporting purposes as well as accounting purposes. We also use it to send and receive payments. It is an extremely helpful tool, you can send a payment instantly via card or bank account. We keep track of all revenues via QuickBooks Online as well.
  • Ease of use
  • Simple to understand
  • I think some of the reports that you can generate are designed for as if you are an accountant or have a background in finance. It would be nice for them to be a little more straightforward or the terminology more simple and straightforward.
  • It sometimes takes days and days to receive the money that you are sent, meaning that sending payments through your bank could likely be quicker and easier.
  • I would not say it has played a role in impacting our business objectives. We use it as a tool.
I have not used any other products similar to QuickBooks Online. I have used it ever since we started our business. I tried the desktop app at one point, however, it constantly would shut down, so I think online is more reliable because you can log in anywhere.
It is simple to set up clients and send invoices as well as invoice reminders using QuickBooks Online. I think where it gets complicated is reporting. Overall, I think for someone like me who has no background in accounting or finance it is simple to use, other than generating reports because I don't understand much of that accounting terminology. I usually obtain the information I seek from clicking on a client and going from there.

QuickBooks Online Feature Ratings

Accounts payable
10
Accounts receivable
10
Cash management
9
Bank reconciliation
8
Expense management
7
Time tracking
Not Rated
Fixed asset management
Not Rated
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
10
Global Financial Support
Not Rated
Primary and Secondary Ledgers
Not Rated
Intercompany Accounting
Not Rated
Localizations
Not Rated
Journals and Reconciliations
Not Rated
Enterprise Accounting
Not Rated
Configurable Accounting
Not Rated
Centralized Rules Framework
Not Rated
Standardized Processes
Not Rated
Inventory tracking
Not Rated
Automatic reordering
Not Rated
Location management
Not Rated
Manufacturing module
Not Rated
Pricing
10
Order entry
10
Credit card processing
10
Cost of goods sold
10
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
10
Standard reports
8
Custom reports
8
Not Rated
API for custom integration
Not Rated
Plug-ins
Not Rated
Role-based user permissions
10
Single sign-on capability
10