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QuickBooks does not do monthly closings
April 30, 2015

QuickBooks does not do monthly closings

Anonymous | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuickBooks Premier

I use the Accountants edition to work with QuickBooks files sent to me by my clients.
  • Mostly easy for non accountants to enter the raw data
  • Printing of reports can become confusing for non accountants.
  • I prefer a monthly closing. Frequently a client will enter something for a previous month, a closed month, or sometimes the date is just entered incorrectly and the item goes to that date and is difficult to find.
  • Necessary expense
I only use QB to process client data into Creative Solutions CWU
As an accountant I would not use QuickBooks if my clients did not.

QuickBooks Desktop Premier Feature Ratings

5.0
Accounts payable
4
Accounts receivable
4
Cash management
6
Bank reconciliation
6
Expense management
5
Inventory Management ()
Not Rated
Order Management ()
Not Rated
3.0
Pay calculation
3
Benefit plan administration
3
3.7
Dashboards
3
Standard reports
3
Custom reports
5
Customization ()
Not Rated
Security ()
Not Rated

Using QuickBooks Premier

1 - accountant
  • To review and process client files sent to me by the client.
Because my clients use it

Evaluating QuickBooks Premier and Competitors

  • Product Usability
My clients use it and send me the file.

QuickBooks Premier Implementation

QuickBooks Premier Support

Never used it
ProsCons
None
Poor followup
Difficult to get immediate help
Need to explain problems multiple times
Support doesn't seem to care
No - Excessive expense for my utilization of the software

Using QuickBooks Premier

No monthly closings
ProsCons
None
Unnecessarily complex
Inconsistent
Slow to learn
Cumbersome
Feel nervous using
Lots to learn
  • Entering checks
  • Lack of monthly closings