QUICKBOOKS IS THE cpa'S BEST FRIEND !
April 29, 2015

QUICKBOOKS IS THE cpa'S BEST FRIEND !

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

2015 Quickbooks Pro

Modules Used

  • Accounting

Overall Satisfaction with QuickBooks Pro

We use it internally for our accounting, billing and payroll.

We have 50 or more clients who use it for their business needs, and assist them with any problems they encounter.

  • We recommend small business to use this system since it is so easy to use. We can also obtain copies of data and be able to analze the year to year data and quickly find errors or be able to raise questions. Clients are comfortable using this system.
  • Medium sized companes find it easy to use, especially the ability to track billings, cash receipts and give them quick month to month pictures of their financial status.
  • Contractors use it to kept track of jobs. We have shown them how to segregate jobs and track profitability by job and then they can quickly see if ther are cost over-runs.
  • Payroll processing seems expensive to many clients and they decide to move that function to outside providers.
  • It is a basic tool and easily understood, after we get clients oriented to what the capabiities are.
  • It gives us more confidence that the records are useable and easily understood in order for us to prepare their tax returns.
NONE - We are comfortable using QUICKBOOKS PRO, why change?
Best for small contractors and general business. We recommend it for companies up to about $15,000,000 in gross receipts. For non-accountants it is sometimes confusing and we tell all of them that they will make several mistakes, the first time through, but we know what to look for and try to advise them up front of the common errors.

QuickBooks Desktop Pro Feature Ratings

Accounts payable
9
Accounts receivable
10
Cash management
8
Bank reconciliation
10
Expense management
8
Time tracking
6
Fixed asset management
6
Multi-division support
6
Electronic tax filing
Not Rated
Credit card processing
7
Cost of goods sold
7
Pay calculation
9
Direct deposit files
9
Salary revision and increment management
7
Reimbursement management
10
Dashboards
8
Standard reports
10
Custom reports
8
Role-based user permissions
6
Single sign-on capability
8

QuickBooks Pro Support

When we call someone assists. That is all you can wish for in a Support Team.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
No - WE HAVEN'T HAD COMPLEX QUESTIONS THAT NEEDED ADVISORY HELP.

Using QuickBooks Pro

EXPERIENCE USING THE SYSTEMS FOR MANY YEARS.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • CASH RECONCILIATIONS
  • BILLINGS
  • ACCOUNTS PAYABLE
  • REVENUE AND EXPENSE ENTRIES
  • REPORTS
  • JOB COSTING
  • DIVISIONAL ACCOUNTING