QuickBooks Pro - Good for the little guy
Updated October 04, 2019

QuickBooks Pro - Good for the little guy

Les Klassen Hamm | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with QuickBooks Pro

I use QuickBooks Pro in a sole proprietor business. Thus I do all the accounting/QuickBooks work as well as running the business. That means I use every relevant part of the program (I don't have other staff to hand the complicated parts to), and it also means that it needs to be usable by non-accountants. It needs to make sense to me so I can focus my energies on running my business, not spending all my time figuring out how to fix credit errors, for instance.

Pros

  • Basic, daily tasks are simple, easy to find, and intuitive.
  • Fixing my own input errors is surprisingly easy. I'm happy I don't have to run down the rabbit hole of double-entry details for minor corrections. And there's an audit log to keep track of what I've done.
  • When I get stuck with how to do something, a quick google search easily reveals other users asking and solving the same issue, because there are so many QuickBooks users.

Cons

  • Integrating other software into QuickBooks seemed quite complicated. I was happy when I got it working. I suspect moving to QB online would also solve that.
  • I have IT clients who use QuickBooks Pro on a network, and occasionally a year upgrade creates some real challenges to get the multi-user access working again.
  • Setting up QuickBooks to send invoices directly via email can be a real pain to get working properly. This has probably been the most frustrating thing I've done with QuickBooks, and sadly, multiple times. That setup process needs fixing, especially its ability to work on systems with multiple email clients and systems where the email client has changed or been upgraded.
  • QuickBooks eliminated the problem of me missing incidental project costs when it came for invoicing.
  • As a sole proprietor, taking the time to properly set up tax lines early on has saved large amounts of reporting time during tax preparation.
Microsoft Office 365, Evernote, SolarWinds Remote Monitoring & Management, SolarWinds MSP Manager
I support clients who use QuickBooks and some who use Simply Accounting, and the QuickBooks users seem uniformly happier with their choice, except for one or two large and more complex organizations.

It does everything I need but doesn't slow me down. It also saves me a lot of time at tax time.

QuickBooks Desktop Pro Feature Ratings

8.2
Accounts payable
9
Accounts receivable
9
Cash management
7
Bank reconciliation
10
Expense management
6
Time tracking
Not Rated
Fixed asset management
Not Rated
Multi-currency support
Not Rated
Multi-division support
Not Rated
Regulations compliance
Not Rated
Electronic tax filing
8
Self-service portal
Not Rated
Global Financial Support
Not Rated
Primary and Secondary Ledgers
Not Rated
Intercompany Accounting
Not Rated
Localizations
Not Rated
Journals and Reconciliations
Not Rated
Enterprise Accounting
Not Rated
Configurable Accounting
Not Rated
Centralized Rules Framework
Not Rated
Standardized Processes
Not Rated
7.3
Inventory tracking
9
Automatic reordering
6
Location management
Not Rated
Manufacturing module
7
7.7
Pricing
6
Order entry
8
Credit card processing
Not Rated
Cost of goods sold
9
Order Orchestration
Not Rated
End-to-end order visibility
Not Rated
Order exception Resolution
Not Rated
Not Rated
Pay calculation
Not Rated
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
Salary revision and increment management
Not Rated
Reimbursement management
Not Rated
9.3
Dashboards
8
Standard reports
10
Custom reports
10
8.0
API for custom integration
8
Plug-ins
8
9.0
Role-based user permissions
9
Single sign-on capability
Not Rated

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