Item: QuickBooks Online Advanced
Rating: 9
Author: Missi Overfield

Use Cases and Deployment Scope

We use this program for AP/AR/Inventory and Payroll. It is pretty user friendly for the most part. Has some speed issues and oddities occasionally. Running reports can sometimes be difficult. Does not always transfer to excel well. You may have to add your own formulas to get totals and such. This has allowed us to stay organized and on track with our budgets after some tweaking/customizing of the reports.

Pros and Cons

Reports
Ease in making changes/updates

Searching for something sometimes can be wonky
multiple ways to complete same task
reports do not always total, or you have to clear everything to use the same report for a different customer

Return on Investment

Gives us more time to do other things - just need to accurately enter - but can fix anything
We use the payroll option which is nice to utilize one program for two aspects of our business. No need to journal entry payroll, the system does it automatically. No need to remote in as you can log in from again.

Implementation

Set up was super easy. I did it from home on a weekend. It walks you through ever step, but allows you to go back and make changes if needed. We did not receive any training, however that would have been a nice feature. Payroll was more difficult to set up until I called and found out they would set it all up for free due to the package we subscribe to. It would have been nice if they would have reached out to use to offer this service.

Cloud-Based System

This aspect makes it easy to log in from anywhere on the road, at home or other locations. No need to remote into a "base" computer or network. This feature allowed us to seamlessly transition to remote working when COVID first hit. I have prepared worked and prepared payroll from our hotel room in Walt Disney world in the past. Which is was a nice and easy option. Being a smaller company we do not have backup employees.

Industry-Specific Uses

I do not feel it is industry specific. We use specific industry programs for other aspects of our business, but those do not accomplish what QB does. QB is very specific and I fell it will meet most companies accounting needs.

Alternatives Considered

N/A

Key Insights

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?

Yes

Did implementation of QuickBooks Online Advanced go as expected?

Yes

Would you buy QuickBooks Online Advanced again?

Yes

Other Software Used

AccuLynx, Billtrust, Jotform

Likelihood to Recommend

Works great for our small company. Can utilize the program from anywhere. And we can quickly get accurate numbers. Option to print reports or download them is a nice feature. Creating your own report can be a little tricky, but saving it for future use is easy. YOu can share your create or customized reports with others or not share if that is what you choose.

QuickBooks Online Advanced Customer Support Pros and Cons

Pros	Cons
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response	None

Premium Support

I believe our level of subscription comes with premium support. Once you learn how to submit a support ticket it takes no time to get a call back. Usually within a minute or two I am receiving a call back. Everyone once and awhile there is an an issue with the call back. Call back is received but no in there. That is rare but has happened a few times. Normally, call back is quick and most reps are very friendly.

User Friendly

Overall Satisfaction with QuickBooks Online Advanced