Bookkeeping Ease
Updated December 23, 2015
Bookkeeping Ease
Score 8 out of 10
Vetted Review
Verified User
Software Version
2012 to 2015
Modules Used
- All
Overall Satisfaction with QuickBooks Pro
We use QuickBooks to do clients' payroll, general ledgers for year-end and make adjustments at year-end to do tax returns.
Pros
- As CPA, can set up to track who makes entries. Can track what is added and deleted, in case a problem arises.
- When used correctly, provides good information for generating financial statements and getting a trial balance to do annual tax returns with.
- QuickBooks in general provides certifications so that employees new to QuickBooks can learn and get up to speed quickly to work with our clients.
Cons
- Too easy to delete transactions.
- Does not give enough warning to voiding invoices, checks, deposits, etc that relate to a prior period. Once financial statements have been done, and the tax return filed, you cannot just void items, because it will void them in the period it was entered. For instance a check written 2/14/14 is voided on 3-25-15. The retained earnings is thrown off from what was used on the tax return because it was posted to QB's on 2-14-14 and is voided back to that date. This is especially frustrating.
- When you have an accountant's copy outstanding, when the client imports the changes, if any entry has been made to adjust cash, the client's bank reconciliations are undone and have to completed again. Very frustrating for the client and for the accountant, because the import of our changes caused the issue.
- Definitely better customer service. Can help clients with issues and walk them through problems.
- More efficient that other software and definitely more efficient that manual records.
- Easy of accessing client information to do payroll, year-end work, etc.
Haven't really used much else. Excel spreadsheets for smaller clients. QuickBooks allows us to work on clients books with the accountant's backup, while the client can still work on the current year information. General ledger provided the detail needed. Balances can be adjusted with journal entries and are pretty simple to enter.
QuickBooks Desktop Pro Feature Ratings
Using QuickBooks Pro
20 -
Administrative staff, staff accountants, senior accountants, supervisors, partners.
They do all from year-end adjustments, enter accounts payable and receivable. Reconcile bank accounts, balance credit cards, clean up accountants receivable and payable issues. Process payroll. The company's books are kept on QuickBooks by the office manager. We also help clients who use the inventory module.
3 - We have our own IT professional to keep all our products up-to-date and troubleshoot. We also have a partner who is a QuickBooks Pro advisor in various QuickBooks products and he provides support when we have issues to troubleshoot. We use their expertise, before calling QuickBooks support for help.
- General Ledger for client's activity for the year.
- To have information to do tax returns for clients
- To process payroll
- To obtain financial statements for clients who just have Excel spreadsheets of activity. We can enter activity totals and get a balance sheet and income statement for them.
- Keep track of locations, departments, classes of clients.
- Get clients on electronic data for ease in using for tracking how the company is doing.
- Budgeting
- Inventory more
- Fixed Assets
Evaluating QuickBooks Pro and Competitors
- Price
- Product Features
- Product Usability
- Prior Experience with the Product
QuickBooks Pro Implementation
- Implemented in-house
Change management was minimal
- Training new users
- Damage to some files
- Inventory
QuickBooks Pro Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Kept well informed No escalation required Quick Initial Response | None |
When trying to get access to process payroll reports for clients under my QuickBooks Pro Advisor membership. Always efficient and capable of getting the client set up so we could process the quarterly and year-end payroll reports. Always eager to help and very pleasant to work with. Always asked if there was anything else they could do to help us.
Using QuickBooks Pro
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Bank reconciliations are a breeze with this product.
- Easy to enter checks or bills. Can enter bills and have system write all checks you want to pay at one time.
- Credit and Debit memos
- Undeposited funds. When client does not use it properly, it is cumbersome to fix the account.
- Inventory very frustrating and cumbersome. Cannot rely on values. Clients not knowing how to use it properly. Junk put in, junk comes out.
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