The details we need without the limits we don't
February 27, 2021
The details we need without the limits we don't
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with QuickBooks Online Advanced
We use QuickBooks Online as an admin team to manage our books as well as produce reporting for our board to review as well as apply for, track, and substantiate a large number of grants that provide our funding.
- Unlimited classes allows for detailed tracking as our organization continues to grow.
- More available users allow more employees to pull their own reporting, reducing bottlenecks in our workflow.
- Custom fields add great detail but we'd love to see them available at the line item level, rather than just transaction level.
- We had to purchase a third-party app to import bills so we'd love to see this feature integrated in the future.
- The detailed tracking provided really allows us to see where our money is coming from and where it's being used, helping us identify greater opportunities to expand our funding.
Set up was effortless and while there is a learning curve, the interface is fairly intuitive to anyone with a background in accounting principles.
Being an organization with eight physical locations and many employees working remotely, it's been advantageous to have access to QuickBooks wherever any of us may be and from any device.
As a nonprofit, the use of our lingo, such as donors and donations in place of customers and sales really helps each team member to stay on the same page and contribute to the accuracy of our records. The unlimited classes and chart of accounts help us to track the multitude of funding sources, including fundraisers and grants, to the detailed degree necessary to remain in compliance with some of the more complex requirements.