QuickBooks Pro- Friendly for both Business and their Accountants
September 26, 2016

QuickBooks Pro- Friendly for both Business and their Accountants

Katie Rubalcaba | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuickBooks Pro

At my previous job as a tax accountant I was helping my clients with their QuickBook Pro accounts, reviewing it, etc., or helping new clients set up a brand new account using QuickBooks Pro. I helped them with the basics of setting up the Chart of Accounts, Customers, Employees, Vendors, etc. I was also creating and reviewing reports and saving them as favorites and showing them how to filter on reports. I was creating journal entries, writing checks and creating SO and POs, etc. - the day to day process of any business.
For other clients I was reviewing their books and cleaning up any accounts or reports needed.

Pros

  • QuickBooks pro was user friendly especially for those users that do not have a business or accounting background. Once set up the daily functions are pretty easy.
  • Being able to save favorite reports helped my customers a lot so that once I ran a report for them they could save it and just change the dates.
  • Ability to create checks or journal entries that will be posted frequently is a huge help. Especially being able to set up re-occurring entries to automatically post so that you don't have to. For example - depreciation, rent payments, etc.
  • Connection to credit card receipts is best for users that receive their sales receipts via credit cards.

Cons

  • The employee and HR section can be hard to work with - like payroll. But this is [true] with a lot of accounting software. Linking with your payroll company more easily than it is currently set would be good.
  • Ability to create customer reports within the system would be good.
  • As the accountant, being able to receive the file via email or flash drive, and then make changes that would be reflected when sent back to the client was huge.
QuickBooks Pro is great for small businesses that don't have a lot of daily transactions or can lump a lot of their transactions into one. It is also user friendly and there are a lot of videos that are helpful when first starting. Once you get the initial items set up, the day to day process is a breeze.

QuickBooks Desktop Pro Feature Ratings

7.9
Accounts payable
8
Accounts receivable
8
Cash management
8
Bank reconciliation
9
Expense management
7
Time tracking
7
Fixed asset management
8
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
8
Electronic tax filing
Not Rated
Self-service portal
Not Rated
8.0
Inventory tracking
8
Automatic reordering
8
Location management
8
Manufacturing module
Not Rated
7.0
Pricing
Not Rated
Order entry
8
Credit card processing
6
Cost of goods sold
7
Not Rated
Pay calculation
Not Rated
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
Salary revision and increment management
Not Rated
Reimbursement management
Not Rated
8.0
Dashboards
8
Standard reports
9
Custom reports
7
Not Rated
API for custom integration
Not Rated
Plug-ins
Not Rated
8.0
Role-based user permissions
8
Single sign-on capability
8

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