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QuickBooks for accounting firm
Updated December 23, 2015

QuickBooks for accounting firm

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

2015 Accountants (ProAdvisor)

Overall Satisfaction with QuickBooks Pro

It is used as our only bookkeeping software for in house and client use. We do support Premier and QuickBooks Online. As an accounting firm we need a common platform to create financials and prepare tax returns.
  • Payroll is seamless and mostly trouble free.
  • Class system can enhance user reporting and understanding of profitability of segments of their business.
  • Basic financials easy to configure and use
  • Budgeting, forecasting and cash flow statements are very weak. For anything but very basic budgets we use Excel. However, QuickBooks is a $300 software program, not thousands of dollars.
  • Level of tech support is weak. Have to get to a supervisor or second level for anything other than the most basic questions.
  • Have an option in inventory to not allow an invoice or sales order for any item that has zero or negative quantities.
  • Standardization on one program overall has less training costs for our staff.
  • By offering QuickBooks support we almost always get the higher profit business such as tax returns and consulting.
  • Clients know we can train their bookkeepers if needed or be full service bookkeeping for them.
  • sage
Sage is good if you are in manufacturing or if you have a proficient bookkeeper. Most small companies do not have a good bookkeeper and QuickBooks is a much better fit for our clients. QuickBooks is easier to use than Sage products.
If someone cannot use standard cost for inventory they will have a problem. Also, if the client wants fairly sophisticated job costing we recommend Enterprise. I find that QuickBooks is good for the majority of our small business clients.

QuickBooks Desktop Pro Feature Ratings

6.4
Accounts payable
10
Accounts receivable
9
Cash management
5
Bank reconciliation
10
Expense management
6
Time tracking
4
Fixed asset management
3
Multi-currency support
Not Rated
Multi-division support
4
Regulations compliance
Not Rated
Electronic tax filing
7
Self-service portal
Not Rated
6.7
Inventory tracking
6
Automatic reordering
7
Location management
7
Manufacturing module
Not Rated
6.0
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
Not Rated
Cost of goods sold
6
7.3
Pay calculation
9
Benefit plan administration
Not Rated
Direct deposit files
10
Salary revision and increment management
5
Reimbursement management
5
6.0
Dashboards
5
Standard reports
9
Custom reports
4
Not Rated
API for custom integration
Not Rated
Plug-ins
Not Rated
3.5
Role-based user permissions
3
Single sign-on capability
4

Using QuickBooks Pro

3 - We are ProAdvisors and have (2) CPA's on staff. We keep our QB certifications current and attend continuing education offerings throughout the year which include payroll and tax updates as well as key business metrics.

QuickBooks Pro Implementation