I deal for the professional or new users
January 25, 2018
I deal for the professional or new users
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with QuickBooks Pro
We use QuickBooks Pro for a majority of our business clients. We also use it for our firm's accounting and payroll. It provides the functionality necessary to keep accurate financial records while being easy enough for he clients to use themselves.
- Expenses and accounts payable - QuickBooks Pro allows users to input bills, write checks, and post debit transactions easily. The Write Checks function helps new or inexperienced users by offering a familiar interface to input the transaction, while more experienced users have other options that allow faster entry, while still capturing the necessary information.
- Bank reconciliations - The software makes reconciling bank and credit card statements easy
- Customizable Chart of Accounts and classes - Users and take advantage of the highly customizable Chart of Accounts and Class feature to categorize income and expenditures and produce reports that are valuable to them. You are only really limited by how much detail you want to input to the transactions.
- Preparing 1099s - It would be great if it were possible to exclude a particular expense from 1099 reporting. Sometimes a non-reportable expense (such as a reimbursement) is posted to a expense account that would normally be reportable. I would like not to have to create a sub-account, or manually exclude it at the end of the year. It would also be nice if there was a way to indicate the type of entity for a vendor. Sometimes, the name does not make it clear and I would like to be able to tell at a glance why it has been excluded.
- Payroll - allow more than one salary item on a single payroll check. Occasionally, a pay rate will change mid-period and it is necessary to have two salary rates in one check. Right now, we have to fake it out using a calculated hourly rate.
- Improve the downloaded transactions function. This is one of the only things that QuickBooks Online does better than the desktop version. Currently, the bank feeds function is awkward and unnecessarily complicated to use.
- Having a single, easy to use software that works for a majority of my clients is incredibly useful and saves us time and money on acquiring and using other programs
I would recommend QuickBooks Pro over QuickBooks Online for almost everyone. It is easy to learn the basics, the payroll is so much easier to use, the reports are better and easier to use. The advantages of QBP far outweigh those of QBO. When asked, I recommend QBP almost every time.