After 16 years in business I still use QuickBooks Pro
December 14, 2018

After 16 years in business I still use QuickBooks Pro

Bill Greganti | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuickBooks Pro

Being a small business QuickBooks is used to manage all financial aspects of my business, including invoicing, purchasing, time tracking, and inventory. With the use of a few third-party utilities I'm able to manage all of these aspects and collect data from my smartphone while mobile. This allows me to stay on top of my business while out in the field with clients. As a business owner with no financial background it has been easy to learn and understand how my business is doing.
  • Inventory management with low stock indicators has made it easy to ensure I have the necessary parts and supplies I need for my jobs.
  • Time tracking and being able to invoice on that time makes it simple to bill clients for work I have performed. Prior to QuickBooks I had time that I wasn't getting paid for because I would forget to invoice for it.
  • The extensive number of reports available as well as customizations allows me to see how my sales are doing on a regular basis in different areas of the market.
  • The lack of a mobile app, and the lack of features in the former version, made it difficult to function while away from the desktop. However, I have found several third-party apps that fulfill these needs and often contain more features.
  • The server/multi-user access can have problems occasionally which requires some finessing of the services to keep it running. Problems that were once resolved seem to reappear in future upgrades. Standalone and peer-to-peer multi-user installations don't seem to have these issues.
  • The ease of tracking time and invoicing for it has reduced my time spent billing and improved my cash flow by 150% or more.
  • Inventory tracking with low stock alerts has saved me time and money by not having to buy parts at retail while on a job.
QuickBooks Online is very comparable and a good option for some of my clients. Capabilities are very similar and it supports people working from multiple locations and from mobile devices. However, it does not integrate with some server and desktop software.

Sage accounting is also very similar in capabilities, however I have found that clients without an accounting background find it more difficult to learn.
One of my clients is a manufacturing company utilizing QuickBooks with 15 employees to manage all aspects of their business. Frequent tasks being performed are generating purchase orders for raw materials, invoicing customers for finished products, and payroll. As the primary person supporting this installation I've found it easy to manage, control permissions for users, and upgrade each workstation. I also provide basic training on the operation of QuickBooks and even the employees with no previous experience find it easy to use and learn.

QuickBooks Desktop Pro Feature Ratings

Accounts payable
9
Accounts receivable
9
Cash management
10
Bank reconciliation
10
Expense management
10
Time tracking
8
Fixed asset management
10
Multi-currency support
10
Multi-division support
5
Journals and Reconciliations
10
Enterprise Accounting
3
Inventory tracking
10
Automatic reordering
8
Pricing
10
Order entry
8
Credit card processing
10
Cost of goods sold
10
End-to-end order visibility
6
Pay calculation
10
Direct deposit files
10
Reimbursement management
10
Dashboards
10
Standard reports
10
Custom reports
10
API for custom integration
10
Role-based user permissions
10