QuickBooks Desktop Features

QB desktop offers plenty of customization tools to allow you to maximize its features for your business. You can create and save many different custom reports and its ease of use allows you to find discrepancies in your data more efficiently.

The system could use a design update and be more effective in its multi-user mode functionality.

As ad admin i do installation and upgraqdes on the application . The one click option to upgrade the new features

Issues wuth older versions. Most of the time has to call support to fix the licensing issues with older versions

Quickbooks has countless features, many I am still discovering after using it 12 fiscal years. I am not an accountant but I have done my own bookkeeping for years and found it very easy to learn. I particularly like the bulk input for transactions, which is a huge time saver. The layout editor for forms allows me to customize my invoices, estimates, and receipts. Inventory is easy to track. I also appreciate the customizable fields for customers in the address book, unlike some other programs.

The support team used to be decent but last year I found it to be awful. I needed to convert some data and made an appointment, I kid you not, 8 times and each time the support person didn't call me until days later. Eventually they stopped even replying. This is a big red flag to me when a company's support drops. (And this was well before Covid, so they cannot use that excuse.) They could also have...

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It is powerful accounting software that is ideal for well-established organizations that have been in business for a while. It is great for bookkeeping and very helpful when it comes to filing taxes at the end of the financial year. It does not require frequent upgrades unless there are changes that affect a specific feature. It is great for generating various reports, setting up recurring invoices, and processing payroll.

It has a steep learning curve in the initial stages and requires some accounting knowledge. It is locally installed, therefore, inaccessible while on the move, and if you choose to have it hosted virtually, that comes at an additional cost. Customer support isn't as great as we expected and issues take very long to resolve.

User-friendly interface: QuickBooks has a user-friendly interface that is easy to navigate, making it accessible for people with little or no accounting knowledge or background.Automated financial tasks: The software automates many financial tasks, such as invoicing, payment reminders, and expense tracking, saving time and reducing the risk of errors.Integration with other software: QuickBooks integrates with other software, such as payment processors and bank accounts, making it easy to manage finances in one place and not have to jump back and forth between a slew of different software.Customizable financial reports: Business owners can customize financial reports, such as profit and loss statements, to get the information they need to make informed decisions in less time.

Cost: QuickBooks is a paid software, and while that is fine for most established business owners, the cost can be a barrier for some small business owners who are just starting out.Technical issues: Some reported technical issues with the software, such as slow performance or frequent crashes, which can be frustrating and time-consuming to resolve.Limited mobile app functionality: The QuickBooks mobile app has limited functionality compared to the desktop version, which can be a disadvantage for business owners who need to manage their finances on-the-go.

I love that it is easy to use and has good reporting ability. Links well with QB Bookkeeping

I was told to upgrade from QB 12.0 to 19.0.. I have had nothing but problems. The first day we set it up there was an error and there continues to be same error message even though i have spent numerous hours on phone with customer service. I am on my 3rd pin pad and had the system uninstalled and re-installed twice. They want to do it again but I refused as they just keep trying different things instead of really figuring out what the problem is. Today I tried to process a $400 sale on applepay and was told that they have an issue with this type of payment (even though this new pin pad was supposed to take Apple pay) They never let you know of issues. You just have to experience them and then call in.

Very easy to use. It generates bar codes to corresponding with individual or grouped items and then displays the price, merchandiser, and all vital information in the same place for me to find. I liked to be able to track when, where, and by whom an item was brought in and then sold.

Quick-Books was prone to glitches and to dumping, data on inventory entered. I lost over 2,000 records on new merchandise brought in for our annual holiday sale. Overnight there was no record I had ever entered, sold, or updated anything over a two-week period, the most pivotal two-week period of our year. Luckily my accountant and I had already paid the artists for their sold works, but it took hours...

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We have been using QuickBooks since 1997, and the product has certainly changed over the years, but it has remained very intuitive to learn and use over all of this time. More importantly, we have been able to automate large portions of our business using scripting and QODBC (which is a separate add-on that REALLY should be included) to streamline order processing and fulfillment.

The biggest downsides are stupid things within the user interface. Intuit likes to add advertising for upgrades right into the main menu bar. This breaks automation scripts relying on mouse clicks. Even if you remove the button again manually, it re-appears with the next system update, breaking your automation again. The other thing they do is present pop-ups on our database server via modal dialog boxes, further breaking the automation until someone actually logs onto the server and clicks OK to close the dialog box.

This software can handle TONS of inventory. We have used the software for over 12 years, and now have over 15000 unique items. Each one is able to track purchasing history, selling history, even details down to the name of the customer who bought this item in march of 2005, what he paid, and what else he bought on the same ticket! We use it a lot for warranty issues, as we're able to see if someone truly bought an item from us, or if they bought it online, and are just trying to get us to fix it for free. Super useful!

Once you start, you cant stop... Well, that's probably true of any POS system. You end up with too much data to lose, so I couldn't change now even if I wanted to, not that I do. The real problem with being stuck is that you have to pay up for it. Every year, they stop supporting the version from 3 years back. I.e., in 2018 they stop supporting the 2015 version, in '19 they will stop suporting '16,...

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Reporting had tons of data. Not just sales totals. You have popular times. Stock value, amount sold, cost of goods, profits. How well each vendor is doing. Top selling Vendors, Items, Departments. Number and graphs. Design and save a report and pull it up again. Set when to date the report. Like you want for info for the last day, last 6 days, maybe 50 days. You can complete control your reports. The register scanned items in quickly. Showed details like amount on hand. Short Description. Clearly see sale % if item is on sale. A bit hard but you can set up % off. Buy one get one % off.

CRASHING! Random stop working. Forcing you to close the app or turn off your whole system to reset. Too many buttons for the average cashier to work with. No tracking gift certificates though you CAN put in ID numbers you could tell the register the gift certificate is $100 even if it was only $10 and it would completely accept it. AND THEY RETURNED $85 AND VOIDED A SALE. So we rung up $85 in a sale....

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The software is stable with very few glitches and crashes. I have never lost any significant amount of data in 7 years. It produces reports and printed materials that are widely accepted and you can get checks and other forms compatible with ease. It networks well and with a fair amount of simplicity even with several users. The Contractor Premier does a decent job of job costing if you set it up properly. You can customize all reports, invoices, statement, etc. to meet your needs and promote the branding of your company. Payroll add on service is excellent and has kept us dead on with all payroll related responsibilities.

You get out what you put in. As with all software, you must know what you are doing to operate it successfully. I am very computer savvy and have a lot of experience with the proficient use of multiple advanced software programs so I thought I could just open a file and get going. Nope. Quickbooks does not work well out of the box, you will need to invest some time in getting it set up for you...

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Quickbooks Desktop Pro allows me to be a great bookkeeper! Isn't that worth it's monetary investment right there!? I am able to input bills/pay bills, deposits, bank reconciliations and run reports all in the same platform. I even order our checks through the software and it reminds me when we are getting low. Also, I love that I can set reminders for monthly tasks and bills that need to be taken care...

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The only con I have about Quickbooks Desktop Pro is that going from the online version and converting to desktop is not clean. I've yet to get an import that wasn't missing something. I hope this is something Intuit will improve on in the future. But if you don't have to go back and forth then it's not an issue. I only have one client that this a bother for, other than that I keep everything on the desktop version.

Our business has been using quick books POS since we opened our shop in Oct of 2004. We were advised that we needed to upgrade to quick books 19 as their systems don't last forever . our computer technician ( whom has installed over 60 quickbook programs) came and installed it on a Friday Morning . ( never do anything that has to do with banking on a Friday because you can't tell if things are working...

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this is a business with no accountability. You can not get anyone of the phone to help. They have passed the buck every time that we have called . then they say we will call you back and they never do. Please think twice before using this company.

When using QuickBooks correctly and to its upmost ability, I feel like the reports are one of the best features. You can run reports on just about anything you like based off how you use the software. From P&L to inventory and much more. I also really like how easy it is to add parts to be used for quotes. Quoting was super simple through QB.

One thing I don't like that isn't really a fault of QB is how it sometimes does not talk to other software's that we are using. It is setup in a way that is can, but we do have issues sometimes and need to run a few processes to push over invoicing between the two. Another thing that we aren't really excited for is being forced to switch to at least QuickBooks online as we have been using the desktop version. It looks like it is being discontinued here before too long and we will have to switch to online or lose our support for desktop.

Although the learning curve was quite steep, once I mastered it, it became relatively simple and easy to use. Despite my best efforts at the time, I often ended up doing a lot of last-minute filing for my taxes, so I typically went through the phase of "How do I do this again?" each year. However, once I got back into the swing of things, I was usually able to complete my taxes within about two months.

There are two issues I would like to address. First, whenever I made a mistake, I had to manually review each transaction. Sometimes, the way I thought to fix the issue turned out to be incorrect, which required me to redo all of my work and then remember what I needed to do instead. It would be extremely helpful to have the ability to back up certain saves, so that if I made a significant mistake,...

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It is possible to use the same version for several years. The desktop version allows for all required functions except for preparing payroll. It is possible to import bills, create recurring entries, file GST and PST taxes, create and save financial statements all through the desktop version.

Not the most recent version of QuickBooks, thus when new versions are released, you do not have access to the features.

Originally, I liked the cost, and it was functional.

Exporting important Accounting Reports to Excel. Some of those reports SHOULD be written into the software, just like other accounting software programs. An issue for 10 years on the forums that Quickbooks has continually ignored.

It is straight forwar to use and do invoicing and billing, and pay vendors, and create reports.

It is a pretty complex software with a lot of features and capabilities and makes doing accounting tedious and sometimes cumbersome. Not everything is DIY and for somethings you need to get some help. Also some features cost extra and Intuit is moving QBD to QB Online.

We have been using QuickBooks Desktop Pro for our financial management needs, and we have been highly impressedOne of the things we liked most about QuickBooks Desktop Pro is its user-friendly interface. The software is designed with a clean and intuitive layout, making it easy for our team to navigate and access the various featuresQuickBooks Desktop Pro has been an invaluable tool for our IT company. Its user-friendly interface, comprehensive financial tools, customizable reporting, seamless integration, data security, scalability, and the wider QuickBooks ecosystem have all contributed to our positive experience

while we found QuickBooks Desktop Pro to be an excellent financial management solution, there were a few aspects that we liked least about the software.While QuickBooks Desktop Pro offers a user-friendly interface, we found that there is a learning curve associated with mastering the software's functionalities.QuickBooks Desktop Pro has a mobile app, but its functionality is limited compared to the desktop version.Despite these minor drawbacks, QuickBooks Desktop Pro remains a powerful financial management tool that has greatly benefited our IT company

QuickBooks is the industry standard for small and medium size businesses. It is known by most CPAs and bookkeepers, so it is easy to get answers for any questions you may have.

QuickBooks has the most standard set of features needed for most small businesses, however it is not tailored for some of the intricacies of farming.

I like the fact that I can do all my invoicing with various different types of forms. It is also super easy to send Purchase Orders, check inventory, change pricing for items etc. It's a great all in one tool for running a Small Business. I also like the fact that the Desktop version is much cheaper than the online version where the subscription never ends. They try to justify it by saying you will...

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I don't like when certain glitches happen and there is no way to fix them. For example, I used to be able to set Thunderbird as my default email client when QB was going to send an email. All of a sudden, the selected email wouldn't open anymore in Thunderbird, and would only send through QB. I hate doing it that way because it doesn't save a copy in my sent folder. I tried to get help from QB but they had no solution to provide. I still don't know if it was a glitch or a change that happened because of an update because a lot of the support team don't even know much.

I like that I can purchase it outright and use it for several years. It is by far the most affordable solution compared to other options I've looked at. I like that for the most part my tax accountant works from reports I can generate with the program, so I don't have to do too much fiddling in Excel to produce the information he needs every year.

QuickBooks was not designed for my industry and while I have exploited every modification I can, it still comes up short in terms of the data I would like to collect and report on. I keep looking for an extending application but have not found one yet. One of the current problems that has caused me to turn to a 3rd party is that QuickBooks does not use SMS messaging for invoices (e-mail only). In most...

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The general ledger is my favorite. I will not use software that I can not make general ledger journal entries in. I love the tax tracking. It has the best tracking of payroll and sales taxes if it is properly set up. And adjustments can be made if necessary - which in my state is every quarter.

I do not like that we now have to log-in with an "intuit ID." I bought desktop software because I want to use it on my desktop. I do not want all of my software connected to the internet all of the time. I do not want my client accounts connected to my intuit ID and I do not want them to have to have their own intuit ID accounts. They aren't using the software, I am. They aren't doing the bookkeeping and payroll, I am. And if Intuit's servers are down or if the internet is down and I can't log in, well then I can't work and that doesn't work for me.

Accounts payable is amazing. From tracking bills to writing checks to entering vendors. So easy. It also helps to make sure your 1099's are correct and in place for year end. Printing checks is a piece of cake and consistently easy! Accounts receivable is awesome. Whether you are tracking tenants or customers, they can be easily set up. Weekly, Monthly and Year End reporting can be done in a click of a 3 buttons, seriously. 3 Buttons pulls up your common report batches. Then you can print, save and email them.

When sending reports by pdf, I'd like to preview them first and adjust how they appear. Sometimes they can appear all wonky and not clean. The work around is to print to pdf. Then you can do it, just one extra step though.