QuickBooks Pro- Friendly for both Business and their Accountants
September 26, 2016
QuickBooks Pro- Friendly for both Business and their Accountants
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.
For other clients I was reviewing their books and cleaning up any accounts or reports needed.
- 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.
- 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.