A view by a CPA firm.
Anonymous | TrustRadius Reviewer
Updated May 20, 2015

A view by a CPA firm.

Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

2015

Modules Used

  • All

Overall Satisfaction with QuickBooks Pro

We use it for our own bookkeeping and we work with our clients on using the software as well. It is the preferred software for the majority of our clients. We also use it in conjunction with Lacerte tax software to prepare tax returns by importing form QuickBooks to Lacerte.
  • Imports easily.
  • Switches between cash and accrual easily.
  • User friendly for our clients, but sometimes too user friendly.
  • The online version has improved, but needs to be more.
  • Clients set up the same account several different ways, for instance office supplies; office exp; off supplies; supplies - office. If the software could prompt them that a similar account already exists, that might cut down on this issue.
  • The software should default to prompting for report date before generating a report - it shouldn't have to be a change by the user.
  • Better customer service.
Other than industry specific software, we don't see any major desk top competitors. Online is different - that is still being sorted out. QuickBooks is much cheaper than Intacct.
Needs unique to a specific industry are the usual reasons that people don't select QuickBooks. The online version has more serious competition for most businesses than the desk top version - I see a need for improvement there. And Mac versions aren't easy to work with for PC based users - which is most accounting firms.

QuickBooks Desktop Pro Feature Ratings

Accounts payable
9
Accounts receivable
5
Cash management
9
Bank reconciliation
9
Expense management
6
Time tracking
3
Fixed asset management
3
Multi-currency support
Not Rated
Multi-division support
7
Regulations compliance
Not Rated
Inventory tracking
6
Automatic reordering
Not Rated
Location management
Not Rated
Manufacturing module
Not Rated
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
Not Rated
Cost of goods sold
Not Rated
Pay calculation
9
Direct deposit files
Not Rated
Salary revision and increment management
Not Rated
Reimbursement management
Not Rated
Dashboards
Not Rated
Standard reports
9
Custom reports
8
API for custom integration
Not Rated
Plug-ins
8
Role-based user permissions
8
Single sign-on capability
8