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QB's used by CPA firms
April 30, 2015

QB's used by CPA firms

Suzanne Forbes, CPA | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

various versions depending on what client uses

Overall Satisfaction with QuickBooks Pro

Various clients maintain their books on QuickBooks. We obtain either backups of the client or accountant copies. We will assist them in recording adjusting entries, analyzing accounts, preparing financial statements and use the data for their income tax return.
  • Very flexible reporting.
  • Drill down to detail.
  • Good historical reporting.
  • Alerting clients when they are changing something in a prior period. For example, if they void an old check, it changes their financials since the date they issued the original check.
  • Make the use of credit card entries easier. Most clients don't understand how to use it.
  • Better options on class reporting.
  • Used by so many people, it is easy to find people that have used the software.
  • Very flexible reporting.
If they are doing too many transactions a month, the software gets bogged down and they need to go to an enterprise version. The software does not work the best for property managers when they are collecting money from a tenant as an agent and need to remit to an owner and take back their share. Also, an area where I would not recommend is in a small hotel because it doesn't handle reservations etc., very well.

QuickBooks Desktop Pro Feature Ratings

7.8
Accounts payable
8
Accounts receivable
7
Cash management
6
Bank reconciliation
9
Expense management
9
Time tracking
Not Rated
Fixed asset management
Not Rated
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
Not Rated
8.0
Inventory tracking
8
Automatic reordering
Not Rated
Location management
Not Rated
Manufacturing module
Not Rated
6.8
Pricing
7
Order entry
9
Credit card processing
4
Cost of goods sold
7
10.0
Pay calculation
10
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
Salary revision and increment management
Not Rated
Reimbursement management
Not Rated
8.7
Dashboards
8
Standard reports
9
Custom reports
9
Not Rated
API for custom integration
Not Rated
Plug-ins
Not Rated
8.0
Role-based user permissions
8
Single sign-on capability
Not Rated