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Easy to Use and Makes Life Easier!
Updated December 16, 2021

Easy to Use and Makes Life Easier!

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuickBooks Online Advanced

We use QuickBooks online Advanced to send estimates and invoices. It is also used to track sales, profits, shipping costs, and product availability. We accept payments via QBO, and we can see whether or not a customer has received and viewed their invoices when sending directly from QBO for payment.
  • Sending invoices via email to customers.
  • Reports showing a sales history by product or account.
  • The ability to show accepted and closed estimates.
  • QBO does not have the ability to show a report with only the open items on an estimate.
  • QBO does not have the ability to show a customer's purchase history directly from their account page.
  • QBO does not have the ability to save more than one shipping address on an account unless you make a parent account with the other addresses listed as accounts under that account.
  • QBO has allowed us to see our past due accounts more easily.
  • QBO shows inventory availability quickly.
  • We can see when we are low on materials with the inventory management.
We set up QBO and began using it in a 1-2 month period. We made some tweaks to our processes along the way and changed the formatting on some of our forms as well. It was so simple. Compared to past software that we had used, QBO was so easy and user-friendly. The ability to search and ask questions is excellent. This has been a great experience.
We have had great success with this being cloud-based. Employees can work while on the road or from home. Everything they need is there in one place without having to log in from the office. It is convenient to be able to provide a quote or view a customer on the road. All you need is internet access.
QuickBooks Online Advanced has allowed us to set up 3 different departments in our company. We can set up the different product lines and different sales representatives in each department. The ability to customize reporting by departments has been helpful too.
In the past, we used Sage Intacct, and it was not user-friendly at all. The reporting abilities of QuickBooks Online Advanced are far superior to those of Sage Intacct. There are a few features from Sage Intacct that were convenient, like the ability to drill down on an item directly from the invoice.

Do you think QuickBooks Online Advanced delivers good value for the price?

Yes

Are you happy with QuickBooks Online Advanced's feature set?

Yes

Did QuickBooks Online Advanced live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of QuickBooks Online Advanced go as expected?

Yes

Would you buy QuickBooks Online Advanced again?

Yes

QuickBooks Online Advanced is excellent if you are sending prospects and customers estimates. It is also excellent if you have customers that ship through buying groups, because of the ease of setting up the tiered accounts. We have found a way to make it suitable for everything that we do with different customizations. The ability to customize things makes a difference.

QuickBooks Online Advanced Feature Ratings

10.0
Accounts payable
Not Rated
Accounts receivable
10
Cash management
Not Rated
Bank reconciliation
Not Rated
Expense management
Not Rated
Time tracking
Not Rated
Multi-currency support
Not Rated
Multi-division support
10
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
10
Primary and Secondary Ledgers
Not Rated
Intercompany Accounting
Not Rated
Journals and Reconciliations
Not Rated
Enterprise Accounting
Not Rated
Configurable Accounting
Not Rated
Centralized Rules Framework
Not Rated
Standardized Processes
10
5.0
Inventory tracking
5
10.0
Pricing
10
Order entry
10
Credit card processing
10
Payroll Management ()
Not Rated
10.0
Dashboards
10
Standard reports
10
Custom reports
10
10.0
API for custom integration
10
Plug-ins
10
10.0
Role-based user permissions
10
Single sign-on capability
10

Using QuickBooks Online Advanced

9 - Sales
Accounting
Customer Service
Management
Inventory management
Purchasing
1 - We have people available who can make changes to templates and create reports as needed in QBO Advanced.
  • Sales
  • Receivables
  • Payables
  • Profits
  • Tracking freight costs
  • Inventory management
  • Price books for pricing accuracy
  • Manufacturing costs
  • additional freight cost analysis measures
QBO Advanced pairs nicely with our CRM programs and our timesheets program. It also does everything we need with the ability to create custom fields and reports.