Great program for small businesses
May 18, 2015
Great program for small businesses
Score 9 out of 10
Vetted Review
Verified User
Software Version
Accountant 2015 & prior
Modules Used
- Banking, Payroll, Reporting, Accounts Receivable, Accounts Payable
Overall Satisfaction with QuickBooks Premier
The vast majority of our small business clients use QuickBooks. We helped clients set up QuickBooks and provided ongoing support. We used it in our CPA firm for our own bookkeeping as well as to facilitate bookkeeping for in house clients. We also used it to run payroll for a number of clients.
- It's user friendly; can train non-accountants to use rather easily.
- Good reporting built-in. Especially useful once there are multiple years for comparative analysis.
- The accountant's copy feature is very useful so that the outside accountant can be making adjustments to be merged [record] later while the client still has full use of the program.
- The file size gets large (and therefore slower to load and refresh) rather quickly. There are ways to archive old transactions, but then you don't have the history at your fingertips.
- It has limited use for larger clients who want someone to review and approve transactions and another employee to actually post.
- Some fields are not available for customizing reports. For example, the memo line of check coding is not available on all reports.
- Definitely increased employee efficiency. Once a staff person has learned the basics they can apply that to multiple clients.
- Making good use of the budgeting module is important to many people. Good reports to track budget vs. actual by period.