Thinking Out of The Box
Updated November 11, 2014
Thinking Out of The Box
Score 8 out of 10
Vetted Review
Verified User
Software Version
Pro 2014
Overall Satisfaction with QuickBooks Pro
QuickBooks Pro is currently being used in an altered state by our organization. Instead of using one account, we use multiple accounts to track individual grant funds. Each grant has its own account. We do not use the time tracking/payroll feature within it. We strictly use it for the reports and to track expenses. It functions very well for this, however there was a lot of report customization that needed to be done to get it to match our needs.
- Expense Tracking
- Report Customization
- Multi-level budget
- Report customization is an awesome feature, however it is very cumbersome to use at times.
- Entering data into the budget is not the smoothest. It takes some time to learn how to navigate the entering functionality.
- Better reporting.
- Easier reporting.
- Seamless tracking of expenses.
We tried Quicken for awhile. However, it did not allow for the reporting customization nor for a file to run on more than a standard fiscal year.
Using QuickBooks Pro
4 - Business Managers- Daily expense tracking and management of funds.
1 - A very good working knowledge of the software is needed to support users.
- Reporting
- Expense Tracking
- Exporting Features
- Adapted the software for use of grant funding.
- Customized the reporting features to work on a custom reporting cycle.
- Been able to track payroll without using the payroll feature in the software.
- New reports
Using QuickBooks Pro
| Pros | Cons |
|---|---|
Like to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Exporting data.
- Setting up files.
- Expense recording.
- Entering data into the budget.
- Customizing reports.
Yes, but I don't use it