QuickBooks Premier - A great option for the bookkeeper with no formal training.
Mary Miller | TrustRadius Reviewer
April 30, 2015

QuickBooks Premier - A great option for the bookkeeper with no formal training.

Score 10 out of 10
Vetted Review
Verified User
Review Source

Software Version

Currently using the 2014 versions for all clients.

Modules Used

  • Construction, point of sale, and standard

Overall Satisfaction with QuickBooks Premier

QuickBooks Premier is used by our accounting firm for internal accounting, budgeting and time tracking/billing. We also recommend, install and train clients to use QuickBooks Premier as well. The product is easy to learn and therefore easy to teach. It is flexible and versatile enough to serve the needs of over 90% of our clients. The price for the software, install and training is well within most company budgets.
  • The QuickBooks Premier product is easy to learn and easy to use. We always say to clients that "there isn't anything you can do in the software we can't fix". We can train the owner's wife who has no accounting background how to use the software effectively with just creating simple input steps.
  • The Graphic Interface is extremely user friendly. The option of pictures, menus and drop downs makes it easy for our clients to do their work. There are many roads leading to the same transactions. This makes the software usable for a variety of different clients.
  • The reporting features are robust enough that most clients don't need anything else. But if they do the interface with Excel makes it very easy to download and manipulate data by a more advanced user. Also the third party providers offer a host of applications which can be utilized to expand QB Premier capabilities in the reporting area.
  • The lack of controls for changing certain transactions is a problem. A check that has been printed, a paycheck that has been created, a reconciled banking transaction should NEVER be able to be changed after the fact, for any reason.
  • Downloads of data from banks and POS systems is very problematic. Almost always we disconnect the downloads and have the client manually enter activity.
  • QuickBooks Premier streamlined some of our outdated time tracking practices and billing processes. In that way there was a positive impact on ROI.
The low end SAGE products were too difficult to use to train the clients. QuickBooks is easier to train. Dynamics is far more sophistication than what my clients need.
Most of my clients are on the lower end of the technical training grid so accounting knowledge can be at a premium. Fixing their errors in QuickBooks is fast and easy.
The decision to use QuickBooks Premier is based on the answers to two questions:
1. Who will be using the software?
2. What are the functions the client needs?

A very sophisticated full charge bookkeeper with extensive reporting needs would not be a good fit for this software. An owner or other family member who just needs to keep a set of books for tax purposes is a great fit for this software.

QuickBooks Desktop Premier Feature Ratings

Accounts payable
10
Accounts receivable
10
Cash management
5
Bank reconciliation
5
Expense management
7
Time tracking
7
Fixed asset management
5
Multi-currency support
1
Multi-division support
1
Electronic tax filing
7
Self-service portal
5
Inventory tracking
5
Manufacturing module
5
Order entry
8
Credit card processing
5
Cost of goods sold
5
Pay calculation
10
Direct deposit files
10
Dashboards
5
Standard reports
10
Custom reports
5
API for custom integration
5
Plug-ins
5
Role-based user permissions
10