Why we recommend QuickBooks for our clients.
April 30, 2015
Why we recommend QuickBooks for our clients.
Score 10 out of 10
Vetted Review
Verified User
Software Version
2014
Modules Used
- GL, AR. AP & Payroll
Overall Satisfaction with QuickBooks Pro
We use the product to support our clients' accounting as most of our small business clients use a QuickBooks product. It provides consistency in our service offerings; is easy to learn and facilitates our sending accounting entries we make back to our clients. It is also competitively priced. We are essentially teaching accounting to non-accountants and it is relatively easy with the QuickBooks product line. Our main issue is that sometimes the client will correct an entry that changes a prior year's data.
- Tracking the detail of client invoicing and receivables.
- It simplifies the payroll process of our clients as, once set up, most of what is needed, is automatically provided.
- The reporting function is very flexible and can be tailored to the individual client's needs. It is intuitive to use.
- It is a relatively simple system to learn and use.
- One of our biggest issues is that when an entry such as an invoice is changed, it can impact a prior period without the knowledge of the user. We would like to see this strengthened.
- We would like to see the online payment process improved when receiving payments from customers. There are limits to the amount of invoices that can be paid simultaneously/. We often see a client pay for the invoices of a related party and they have to have a separate account for each client on pay the bill through the system.
- We would like to have our clients be able to print the adjusting entries we send to them before they are accepted so they can review them first.
- Our expertise in QB has been a plus with both attracting and retaining clients
- It enables us to offer a reasonably priced solution to client accounting needs.
- We can operate more efficiently as most of our clients use QB and that makes our training more efficient.
Over the years we have evaluated multiple alternatives and we have found none that matched the strength and cost of QB. Help is easy to find and the program is easy to learn and use.