Stay Connected and In the Green
February 26, 2021

Stay Connected and In the Green

Whitney Moreland | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuickBooks Online Advanced

QBO Advanced is currently being used for payroll, time management, and all aspects of financial accountability. It is being used by the owner and account manager, but we are going to be integrating new apps so we can use the workflow feature by everyone.
  • Automatic reporting is great because tax time is always stressful and it's one less thing I have to worry about.
  • The T Sheets have been very helpful with our vendors being accounted for to streamline job productivity.
  • Batch Action Expenses and Invoicing have been a real-time savor, especially when one deposit can have 5 to 15 separate invoices.
  • Batch Action Invoicing should be able to tab through the drop-down menus that require a hard click on customers or it will not save it.
  • Importing of previous QBO data when upgrading to QBO Advanced. You can only import data from QB Desktop and when trying to add previous data it doesn't like to save to employees and customers.
  • QBO Advanced has saved over $300 per month in streamlining accounting, payroll, and time management.
The setup and training process took a couple of hours, but that was with someone that had no idea what they were doing. The process is fairly simple if you are at all familiar with how you would like your company set up.
Our company conducts business across multiple states and QBO Advanced allows us all to stay connected with an easy flow of information and integration.
QBO Advanced addresses our specific industry needs with the use of TSheets as well as smart apps that allow our vendors and contractors to input information on their phones, which are usually the only devices they have on the job with them.
QBO Advanced has a lot of room for growth and streamlining. In a field with a lot of moving parts, getting the information in one area is not easy. QBO Advanced has all of the tools and app capabilities to store all of our company data within itself and be user-friendly to all employees and contractors. QBO's advanced automatic reporting of W2s saved me a lot of time this year when I was trying to reconcile 2020. I didn't have to worry about employees getting their documents on time.

QuickBooks Online Advanced Feature Ratings

Accounts payable
10
Accounts receivable
10
Cash management
10
Bank reconciliation
10
Expense management
10
Time tracking
10
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
10
Electronic tax filing
10
Self-service portal
10
Primary and Secondary Ledgers
Not Rated
Intercompany Accounting
10
Journals and Reconciliations
7
Enterprise Accounting
Not Rated
Configurable Accounting
10
Centralized Rules Framework
Not Rated
Standardized Processes
10
Inventory tracking
Not Rated
Pricing
10
Order entry
Not Rated
Credit card processing
Not Rated
Dashboards
10
Standard reports
10
Custom reports
10
API for custom integration
Not Rated
Plug-ins
10
Role-based user permissions
10
Single sign-on capability
10