Quickbooks is a benefit to our clients.
May 06, 2015

Quickbooks is a benefit to our clients.

John Walczak CPA CFE | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version


Modules Used

  • a/r, a/p, g/l

Overall Satisfaction with QuickBooks Pro

We use QuickBooks to support our clients that use it for their accounting software. Overall the product does a very good job of managing the accounting function for my clients. Ease of use is a priority along with the ability to quickly reconcile items on the bank statement. The bank reconciliation product is a very useful feature with easy to understand steps. Accounts receivable and accounts payable registers are good, however the ability of a client to go to a prior year and change an invoice causes me no end of problems reconciling opening retained earnings to tax returns already filed. Inventory tracking is light, but I understand this is a very low end accounting software.
  • Bank reconciliation. The ability to reconcile in real time on the screen with check offs for cleared items makes reconciliations smooth.
  • The ease at which information can be transferred to us via a backup file is also useful.
  • The accountants file where changes are automatically imported is very useful.
  • The accountants export file has to be in the same year and version. This leads to extra work to match them up.
  • The ability of clients to go into a closed year and make changes to invoices causes problems.
  • It has allowed us to provide faster service for clients.
  • It gives us a good resource to recommend to small clients for general ledger.
Any situation with large customer databases or significant inventory are not well suited to QuickBooks Pro. Large customer databases will quickly use up the "items" in QuickBooks. Once an item is used (name, inventory piece, etc) it is gone forever, even if the item is deleted in QuickBooks. Inventory management in Pro is not very powerful, but for the low price, you cannot expect much.

QuickBooks Desktop Pro Feature Ratings

Accounts payable
Accounts receivable
Cash management
Bank reconciliation
Expense management
Multi-division support
Inventory tracking
Order entry
Standard reports
Custom reports
Role-based user permissions
Single sign-on capability