Easy to use, scalable and a great value
March 31, 2023

Easy to use, scalable and a great value

George Velez | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuickBooks Online Advanced

We use QuickBooks Online for inventory, creating orders, invoicing, billing, financial reporting and sales reporting. We needed an online service which can be used simultaneously by sales, accounting, operations and other users. We also needed integration of products and inventory available with our online ecommerce store (Shopify). QuickBooks Online provided this solution and much more. What is lacks is the ability to create sales orders which can then convert to invoices after they ship. The estimate feature is not appropriate for that.
  • Bank and Credit Card Feed
  • Automation of tasks
  • Organizes payables and receivables
  • Dashboard reporting and analytics
  • Inventory management
  • No sales Orders
  • B2B Store for wholesalers or Resellers to place their orders (reduce data entry of emailed PDF Purchase Orders)
  • QBO has made it very easy to grasp how our business is progressing
  • Has more features than I've learned to use in my first year such as Budget planning
  • Is a very low cost and effective accounting system vs Netsuite
  • Strength in numbers. There are so many other small business owners that use QBO and can offer advice.
Set-up was not difficult. However, I do recommend you hire a QB certified pro to help if you are completely new. It is a lot of work undoing something you thought was done right, vs doing it right from the outset. I used QB Desktop many year ago, and must say QBO is much more user friendly and easy to grasp.
Everyone in my company works remotely (from home). Having a cloud based system for handling day to day operations is a must. Sometimes 4 or more associates are in QBO at the same time doing different things. I downloaded the mobile app, but must say, I don't use it much. The expense reporting and receipt upload feature did not work as advertised. They need to work on that.
Our unique industry needs are based on buying inventory and selling it. Mostly to resellers but also direct off our website. Having the QBO inventory management system built in and connectable to our Shopify webstore makes a big difference.

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

Its very approachable and easy to use. Plenty of self-help on QBO website and from other users if you Google a question. Its scalable with your business. Has many options we don't use including payroll. Very strong at keeping your payables and receivables organized.

QuickBooks Online Advanced Feature Ratings

Accounts payable
9
Accounts receivable
9
Cash management
8
Bank reconciliation
10
Expense management
9
Time tracking
Not Rated
Multi-currency support
8
Multi-division support
Not Rated
Regulations compliance
7
Electronic tax filing
7
Self-service portal
8
Primary and Secondary Ledgers
Not Rated
Intercompany Accounting
Not Rated
Journals and Reconciliations
8
Enterprise Accounting
7
Configurable Accounting
Not Rated
Centralized Rules Framework
8
Standardized Processes
8
Inventory tracking
9
Pricing
9
Order entry
1
Credit card processing
9
Dashboards
10
Standard reports
9
Custom reports
10
API for custom integration
9
Plug-ins
10
Role-based user permissions
10
Single sign-on capability
10