Bookkeeping Ease
Anonymous | TrustRadius Reviewer
Updated December 23, 2015

Bookkeeping Ease

Score 8 out of 10
Vetted Review
Verified User
Review Source

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.
  • 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.
  • 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.
We use QuickBooks for clients' records to do payroll and file tax returns. We can help clients easily keep their activity summarized on a monthly basis to see how their company performs. It is easy to copy portions or the entire file of a company as a template for another client. We can export chart of accounts, employee information, vendors, customers and other items.

How many transactions do you expect to have? Large amounts of transactions, will slow the program down.

How many employees and how many states you have employees in? QuickBooks does not work with all states, and it does not work at all with local taxing agencies within a state. We have had issues with getting the information needed to print W-2's. Fairly large company.

QuickBooks Desktop Pro Feature Ratings

Accounts payable
7
Accounts receivable
7
Cash management
8
Bank reconciliation
9
Expense management
7
Multi-division support
9
Inventory tracking
3
Automatic reordering
4
Location management
4
Credit card processing
8
Cost of goods sold
7
Pay calculation
8
Direct deposit files
8
Salary revision and increment management
8
Reimbursement management
8
Dashboards
8
Standard reports
8
Custom reports
7
Role-based user permissions
5
Single sign-on capability
5

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
We use it with all our clients and have several QuickBooks Pro Advisors and will renew and continue to use it with our client base. It is easy to use, helps with collecting annual data and makes compiling of information for filing annual tax returns much easier. It makes our job a lot easier, than using manual records.

Evaluating QuickBooks Pro and Competitors

  • Price
  • Product Features
  • Product Usability
  • Prior Experience with the Product

QuickBooks Pro Implementation

No not really. I am not an IT person. Once I knew how to use it, it was quick and easy.
Change management was minimal
  • Training new users
  • Damage to some files
  • Inventory

QuickBooks Pro Support

Get transferred a lot between people. Have gotten disconnected and it is impossible to get back to the same support person. Seems like always get the incorrect department for my issues and I have to be transferred. Sometimes the support people are very helpful and polite. They try to help, but are not always able to. Some support personnel are clueless when it comes to some issues.
ProsCons
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

It does the job. Mistakes can be corrected and it provides overall the information needed to complete financial statements or tax returns.
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
  • 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.

QuickBooks Pro Reliability