Excellent but know how to use it
September 23, 2016

Excellent but know how to use it

Christy Moonan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with QuickBooks Pro

We use QuickBooks Pro as our accounting system. It's used for AP and financial reporting. We recently switched to a subsidiary ledger with another system for our AR but in the past we did use QuickBooks for invoicing.
  • The reporting function is very good. There are several canned reports that need minimal customization.
  • The Accounts Payable is useful and user friendly.
  • I enjoy being able to use the check register directly as needed. Some systems do not easily allow access to the register.
  • AR is not very user friendly. When you don't go through all the steps through that module errors result.
  • The payroll functionality is difficult to use. The entries are very confusing and hard to follow. Making changes is very difficult because the screen is different and by person.
  • A custom report manager would be wonderful!
  • The system is very inexpensive compared to other specialty systems for our industry.
My experience in QuickBooks has allowed the system to do what I need. The functionality of the others is somewhat limited for what I need to do for reporting purposes.
You need to have someone who is well trained in the use of QuickBooks. If you have an occasional user or someone inexperienced, they don't follow the sequence of the modules and the file becomes less accurate. I have many clients that have to pay me to clean their file up because the AR and AP are incorrect.

I don't think it's very easy for a non-accountant to use.

QuickBooks Desktop Pro Feature Ratings

Accounts payable
9
Accounts receivable
3
Cash management
4
Bank reconciliation
10
Expense management
9
Time tracking
8
Fixed asset management
2
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
Not Rated
Electronic tax filing
Not Rated
Self-service portal
Not Rated
Inventory tracking
7
Automatic reordering
Not Rated
Location management
Not Rated
Pricing
7
Order entry
7
Credit card processing
4
Cost of goods sold
7
Pay calculation
7
Benefit plan administration
2
Direct deposit files
Not Rated
Salary revision and increment management
2
Reimbursement management
2
Dashboards
8
Standard reports
9
Custom reports
2
Role-based user permissions
9
Single sign-on capability
9