It was a breezy easy transition from QB Desktop to QB Online!
February 27, 2021
It was a breezy easy transition from QB Desktop to QB Online!
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with QuickBooks Online Advanced
QBO is used across the organization to manage invoicing, expenses, banking, a/r, etc. and for financial reporting (P&L and balance sheet).
- Integrated with banking and financial institutions.
- Integrated with Quickbooks merchant services so it makes it easier to collect payments from customers.
- We are utilizing categories for better sales reporting.
- The reporting (even with Fathom) is not as robust as I need so I bought a 3rd party software (Finjinni). QB's desktop had the same issue so I used QQube on QBs desktop.
- I bought Transaction Import Pro to help with importing vendor invoices and bank deposit details (receive payments from customers).
- We are in the process of integrating with HubSpot.
- Still learning about Timesheets to see if we can better manage/measure time spent on jobs/projects.
My company has a national account with QBs so a sales representative assisted with the transition from Desktop to Online.
We have a couple of employees that work remotely so having a cloud base solution was a necessity. Prior to converting to QBO, we were using a cloud-based server company that hosted QBs desktop so this allows us to save money by ending that contract.
QBO is easier to use than QBs Desktop.