Quickbooks is a benefit to our clients.
May 06, 2015
Quickbooks is a benefit to our clients.
Score 8 out of 10
Vetted Review
Verified User
Software Version
2015
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.