Quick review of how we use QBO to manage our Books.
Updated March 12, 2021
Quick review of how we use QBO to manage our Books.
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with QuickBooks Online Advanced
We use QBO across our entire organization; in our sales department, purchasing, AR/AP, and managerial reporting. QBO provides a one stop shop for all of our needs. We can rely on reporting to help us manage expenses, plan for growth, and ensure we always have enough cash in our banks. Additionally, QBO makes it easy to collect payments with recurring sales receipts and payment links we can email to our customers.
- Fathom reporting.
- Batch invoicing: cutting invoice creation time by more than half.
- Ability to charge customer's cards & bank accounts. When needed, refunding is also easy.
- QBO online cannot handle negative deposits and it should.
- Sales tax reporting should be more accurate and customizable.
- There should be an option to add a discount per line item vs a discount per invoice total. I want my customers to know my regular rate and the discount they are receiving.
- QBO Advanced can cut the reporting creation time in half by providing Fathom.
- QBO makes data backing available, and that is extremely useful to our business.
It was a piece of cake to switch to QBO Advanced. Not only was our information easily transferrable, but it was easy to set up new features. It may have taken a couple of hours for us to be fully up and running with the new system. Training videos made it all possible.
We use QBO for sales and estimates, and our team can find customer information and invoice/estimate information from anywhere. With the pandemic, we were able to switch to working from home without any problem at all. Having the flexibility to work from anywhere really makes QBO the best product for our company.
Quickbooks allows us to keep track of key KPIs for our different revenue lines. It also allows us to keep track of budgets and maintain a healthy cashflow. QBO custom reporting also makes it easy to get any information you need in the format you need it.
Quickbooks was easy to use and highly recognizable by our vendors, customers, and employees. The training was available online, as well as other tutorial videos on YouTube.