Easy and flexible to use for a variety of clients
March 03, 2022

Easy and flexible to use for a variety of clients

Sandra Camacho | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuickBooks Online Advanced

I use QuickBooks Online Advanced in a variety of ways for the variety of my clients. For some, I use it to keep their new Real Estate business organized for tax purposes. For another, I use it to keep track of investors and payouts. For another, I use it for full-blown accounting cycles- invoices, payment receipts, bills, etc. I can truly use this system with any type of client and customize it as needed.
  • payroll facilitation
  • connecting bank transactions to register
  • Customized reports
  • search functions for advanced transactions
  • Undoing the prior month reconciliation like you can on the desktop version or having a better way to fix a prior reconcile
  • reducing double entries
  • memorizing transactions
  • Overall Company organization and productivity
  • Expense management and reporting
My QuickBooks background began with the QuickBooks desktop. Having that background also makes it easier to transfer online. The QuickBooks Online prompts are similar and relatively self-explanatory. QuickBooks Online has videos that have also made it easier to know what steps to take. I have implemented QuickBooks Online from scratch for just a couple of smaller businesses, and it has been a fairly easy process as long as I have had the correct numbers to start with.
One of the best and most attractive benefits of QuickBooks Online Advanced is the fact that it is available and accessible from any point. In today's world of remote working through a pandemic, it actually has allowed me to grow my business due to that reason. I can work where I want, when I want, and be able to handle more clients than I ever expected. It also allows you to give your clients transparency and feel like they still have control of their accounting as you share accessibility.
I deal with a variety of clients in different industries and I am able to customize QuickBooks Online Advanced to suit each of their needs.

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

I think QuickBooks Online is well suited for a company such as a Real Estate agent who needs to have his sales/commissions and expenses recorded properly for tax purposes. A non-profit organization, such as a band booster club, needs help tracking donations and Band expenses and keeping in compliance.

QuickBooks Online Advanced Feature Ratings

Accounts payable
9
Accounts receivable
9
Cash management
9
Bank reconciliation
9
Expense management
9
Time tracking
5
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
5
Electronic tax filing
7
Self-service portal
Not Rated
Primary and Secondary Ledgers
Not Rated
Intercompany Accounting
9
Journals and Reconciliations
8
Enterprise Accounting
Not Rated
Configurable Accounting
Not Rated
Centralized Rules Framework
7
Standardized Processes
9
Inventory tracking
Not Rated
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
Not Rated
Dashboards
9
Standard reports
9
Custom reports
9
API for custom integration
8
Plug-ins
Not Rated
Role-based user permissions
8
Single sign-on capability
9