Accountants Choice for Small-Medium Businesses
Kimberly Galland | TrustRadius Reviewer
Updated August 19, 2015

Accountants Choice for Small-Medium Businesses

Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

2014, 2015

Modules Used

  • Accountants

Overall Satisfaction with QuickBooks Premier

QuickBooks Premier is used to manage accounting for multiple companies; provide invoicing, prepare financials and annual accounting for tax returns. All business clients are using QuickBooks Pro or Premier. 10% use QuickBooks Online. It tracks income and expenses and allows clients to process payroll checks and returns. It is user friendly, offers easy file transfer, and many helpful adjustment features for accountants to use for review.
  • Allows accountant's copy or portable file transfer so the accountant can work in the file while the client continues to use it. Files can easily be shared through secure Intuit server, email, or secure file transfer such as Dropbox.
  • Offers relatively easy payroll calculations within the software that clients can manage on their own.
  • Using bank feeds and downloads speeds up the monthly accounting process or entering large amounts of data at once.
  • Inventory feature is very poor and not designed for novice users.
  • Accountants' have the ability to correct multiple transactions relatively easily but regular users do not.
  • It allows inexperienced users to make adjustments or post to accounts that are in error. The accountant must spend time correcting the mistakes at the client's expense.
  • ProAdvisor offers online referrals.
  • Increased efficiency with long term use and memorized transactions.
  • Clients are pleased with the level of customer service offered and will refer new clients.
Have used Peachtree but it is much more expensive, doesn't offer multiple years in same data file and is not as user friendly. It requires a monthly close each month which is cumbersome for smaller clients.
Easy to setup for new clients with standard industries, clients can master with minimal training. Offers features for accounting professionals to review the data file and make changes and adjusting entries so that the clients books are kept in sync with CPA. Allows clients to enter monthly transactions without paying a full time accountant but use an experienced professional to review. Can easily search for transactions when needing more detail.

Do you need the ability to invoice clients or track billable charges? You can easily create invoices and email or allow online payments.

Do you need to track inventory? There are other software that may track detail inventory better.

Do you need to process payroll for employees? Offers cost effective and user friendly options

How many users need accesss to the software?

QuickBooks Desktop Premier Feature Ratings

Accounts payable
6
Accounts receivable
9
Cash management
9
Bank reconciliation
8
Expense management
7
Time tracking
6
Fixed asset management
2
Multi-currency support
9
Multi-division support
Not Rated
Regulations compliance
Not Rated
Electronic tax filing
9
Self-service portal
Not Rated
Inventory tracking
5
Location management
7
Manufacturing module
8
Pricing
7
Order entry
Not Rated
Credit card processing
10
Cost of goods sold
9
Pay calculation
10
Benefit plan administration
Not Rated
Direct deposit files
8
Salary revision and increment management
Not Rated
Reimbursement management
7
Dashboards
Not Rated
Standard reports
10
Custom reports
9
API for custom integration
Not Rated
Plug-ins
8
Role-based user permissions
7
Single sign-on capability
8

Using QuickBooks Premier