Thinking Out of The Box
Updated November 11, 2014

Thinking Out of The Box

Kathryn McTaggart | TrustRadius Reviewer
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.
It meets our needs the best.
I believe QuickBooks Pro offers a good foundation in order to customize it to match the functionality of most businesses or non-profits. Even if using a very small portion of the software's functionality, it is worth the purchase. However, prior knowledge of the software is beneficial if purchasing the software to use other than for the intended purpose.

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.

Using QuickBooks Pro

There are some areas of the software that could be updated to be made more user friendly.
Like to use
Technical support not required
Well integrated
Quick to learn
Feel confident using
  • Exporting data.
  • Setting up files.
  • Expense recording.
  • Entering data into the budget.
  • Customizing reports.