I deal for the professional or new users
Meredith Turcotte | TrustRadius Reviewer
January 25, 2018

I deal for the professional or new users

Score 10 out of 10
Vetted Review
Verified User
Review Source

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.
I have found QuickBooks to be very well suited to small to medium sized businesses that have mostly "normal" payrolls. I have had good success in working with non-profits that use QBP to track donors and to split transactions between program and admin for tax and reporting purposes. Businesses that are very specific in their needs, like construction, or that have very complicated payrolls or vendor payments (eg commissions, percentage calcs, etc.) may benefit from a software that is more specifically designed for their needs.

QuickBooks Desktop Pro Feature Ratings

Accounts payable
10
Accounts receivable
9
Cash management
10
Bank reconciliation
10
Expense management
10
Time tracking
7
Fixed asset management
Not Rated
Multi-currency support
8
Multi-division support
9
Electronic tax filing
8
Self-service portal
Not Rated
Journals and Reconciliations
10
Configurable Accounting
10
Centralized Rules Framework
Not Rated
Standardized Processes
Not Rated
Inventory tracking
Not Rated
Automatic reordering
Not Rated
Location management
Not Rated
Manufacturing module
Not Rated
Pricing
Not Rated
Order entry
Not Rated
Credit card processing
Not Rated
Cost of goods sold
Not Rated
Order Orchestration
Not Rated
End-to-end order visibility
Not Rated
Order exception Resolution
Not Rated
Pay calculation
9
Benefit plan administration
7
Direct deposit files
10
Dashboards
8
Standard reports
10
Custom reports
9
API for custom integration
Not Rated
Plug-ins
Not Rated
Role-based user permissions
9
Single sign-on capability
Not Rated