Quickbooks Does What You Want So You Can See What You Want
Heath Achatz | TrustRadius Reviewer
Updated July 25, 2019

Quickbooks Does What You Want So You Can See What You Want

Score 8 out of 10
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Verified User
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Overall Satisfaction with QuickBooks Desktop Pro

QuickBooks is used to set up invoices for customers, send out bills, and to keep a record of monies collected with bank reconciliation. It is also used to keep a database on customers. Using QuickBooks has been helpful to see who pays fast and who doesn't pay; to see who is giving the most business and who is only a casual customer. It is great at keeping track of payment and nonpayment and customer frequency.
  • QuickBooks does a great job of easily creating invoices and bills and sending them out internally either by email or fax. It does provide the option to print as well for customers who cant be reached otherwise.
  • QuickBooks creates detailed charts that let you see your business from a distance. You are able to see a week, month or even a year at a time. charts include income, payments not received, and most frequent customers.
  • QuickBooks makes complex task easy by having built in formats for invoices, estimates, bills, payment receipts.
  • QuickBooks also has easy bank intergration.
  • QuickBooks largest setback is the UI. It is a bit cumbersome and not entirely intuitive if you have never used QuickBooks before.
  • Occasionally QuickBooks has a hard time communicating with your bank, but it is usually fixed after a couple attempts.
  • QuickBooks does need to be bought each year to stay up to date.
  • Being able to see who has not paid in list or chart has literally saved us over $10,000 each year.
  • The fact that bills can be emailed or faxed internally has been priceless.
While these are fairly differently used, Blackbaud has a better UI than QuickBooks, but QuickBooks has much more internal functions for billing and payment.
QuickBooks is well suited for any business where invoices, bills, and payments are used. Especially where customers have time to pay, it helps keep track of who is paying and how timely they are paying. I would guess it might be cumbersome to use if the customer base was over 500, but maybe with several users that would work.

QuickBooks Desktop Pro Feature Ratings

Accounts payable
9
Accounts receivable
9
Cash management
9
Bank reconciliation
9
Expense management
8
Time tracking
10
Fixed asset management
Not Rated
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
Not Rated
Electronic tax filing
9
Self-service portal
9
Global Financial Support
Not Rated
Primary and Secondary Ledgers
9
Intercompany Accounting
Not Rated
Localizations
Not Rated
Journals and Reconciliations
8
Enterprise Accounting
9
Configurable Accounting
Not Rated
Centralized Rules Framework
Not Rated
Standardized Processes
8
Inventory tracking
9
Automatic reordering
9
Location management
Not Rated
Manufacturing module
Not Rated
Pricing
9
Order entry
9
Credit card processing
8
Cost of goods sold
8
Order Orchestration
8
End-to-end order visibility
8
Order exception Resolution
Not Rated
Pay calculation
8
Benefit plan administration
4
Direct deposit files
10
Salary revision and increment management
8
Reimbursement management
Not Rated
Dashboards
10
Standard reports
10
Custom reports
10
API for custom integration
7
Plug-ins
6
Role-based user permissions
8
Single sign-on capability
8