Quickbooks Online Features

Quickbooks Online

Small business accounting software

4.27/5 (4,482 reviews)

Quickbooks Online Features In Depth

Invoice Creation

On the top middle section of the QuickBooks Online dashboard, there are three buttons that allow users to search for transactions, create invoices and other financial forms, and view recent transactions. To create a customer invoice, click on the plus (+) button and select Invoice from the drop-down menu. You will be taken to the Invoice page where you then will be required to input the invoice’s particulars such as customer name, email address, billing address, payment terms, invoice date, due date, and others.

Product/service line items can be manually entered or selected from pre-defined fields. Tax calculations and discounts are automatically deducted from the invoice amount shown in the top right corner of the screen. Invoices can be personalized by adding your company logo, a background image, choosing your own font and designating custom fields. Invoices can also be sent in batches or individually.

Online Banking Integration

With QuickBooks Online’s banking integration feature, you can securely connect your online bank to automatically download financial transactions, so you won’t have to manually input the necessary data. Once synced, using the information your bank stores with the money going in and out of your account, like amounts, transaction dates, the places where the transactions occurred, and such, you can either accept or delete transactions, and categorize and assign them to suppliers or customers.

To connect your bank with QuickBooks Online, you will need your online banking username and password ready. This allows QuickBooks Online to establish a secure connection with your bank or credit card company. From the QuickBooks Online dashboard, choose Transactions, then Banking. On the upper right hand side of the screen, you will see a blue button marked Add Account. You will be prompted to enter your bank or credit card company’s name or URL, or choose from a list of popular financial institutions. Once your login credentials are verified to be working, simply follow the prompts to continue.

App Integrations

Integration with other software systems is one way to enable a seamless information flow between applications, thereby reducing data entry requirements and simplifying the way companies run their businesses.

QuickBooks Online doesn’t only integrate with QuickBooks Online apps and other add-ons. Through the Intuit Partner Platform, it also allows third-party app developers to create custom application systems that can benefit its base of small business users.

Mobility

It happens even to the best of us. You purchase a spare part for your customer, and make a mental note that you need the receipt for later but end up losing it one way or another. With QuickBooks Online’s mobile apps, expense reporting is made easier through mobile receipt capture. You can even add photos and notes so you don’t forget the relevant details.

While the mobile versions are still lacking in terms of the full software’s functionality, QuickBooks Online’s mobile apps let you review your transactions even when on the go, see customer balances, and mark invoices as paid. Electronic signatures also enable you to immediately approve estimates.

Built-In Reports

QuickBooks Online has a long list of pre-built reports that show the overall financial health of your business. These reports fall into several different buckets: Business Overview, Manage Accounts Receivable, Manage Accounts Payable, Accountant Reports, Reconciliation Reports, Manage Products and Inventory, Review Sales, Review Expenses and Purchases, Manage Sales Tax and Manage Employees.

To run a report, go to Reports from the QuickBooks dashboard and select the type of report you want to run. Next, customize your reporting fields, if needed. Select a transaction date from a drop-down menu or specify your target date range. After clicking on Run Report, you are ready to print, email, export the report as an Excel file, or save customizations.

Competitor Feature Comparison

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Activity Tracking
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Asset Accounting
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Audit Trail
Automatic Backup
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Bank Reconciliation
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Billing & Invoicing
Billing Portal
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Chart of accounts
Charting
Check Printing
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Contingency Billing
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Customizable Branding
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Direct Deposit
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Document Templates
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Donor Management
Drag & Drop
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Invoice Creation
Invoice History
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Invoice Processing
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Mobile Payments
Mobile Receipt Upload
Multi-Company
Multi-Country
Multi-Currency
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Multi-Period Recurring Billing
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Online Payments
Order Management
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Overpayment Processing
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PO Reconciliation
Partial Payments
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Payment Processing
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Payroll Outsourcing
Payroll Reporting
Profit/Loss Statement
Project Accounting
Project Billing
Project Management
Purchase Order Management
Purchasing & Receiving
Quotes/Estimates
Real Time Data
Real Time Reporting
Real-time Updates
Receipt Management
Receivables Ledger
Recurring Invoicing
Recurring Payments
Recurring/Subscription Billing
Reimbursement Management
Reporting/Analytics
Revenue Recognition
SSL Security
Sales Reports
Sales Tax Management
Self Service Portal
Self-Service Reporting
Spend Management
Strategic Planning
Tax Calculation
Tax Compliance
Tax Filing
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Taxability Verification
Third Party Integrations
Time & Expense Tracking
Time Tracking
Transaction History
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Vacation/Leave Tracking
Value Added Tax (VAT)
Vendor Management
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W-2 Preparation
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Learn moreCompare App
"What If" Scenarios
1099 Preparation
401(k) Tracking
ACH Payment Processing
API
Access Controls/Permissions
Account Reconciliation
Accounting
Accounts Payable
Accounts Receivable
Accrual Accounting
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Address Validation
Aging Tracking
Approval Process Control
Asset Accounting
Asset Management
Asset Tracking
Attendance Management
Audit Trail
Automatic Backup
Automatic Billing
Bank Reconciliation
Benefits Management
Billable Items Tracking
Billing & Invoicing
Billing Portal
Budgeting/Forecasting
CPA Firms
Cash Flow Management
Cash Management
Categorization/Grouping
Chart of accounts
Charting
Check Printing
Check Processing
Check Writing
Class Loading
Collections Management
Compliance Management
Consolidation/Roll-Up
Consumer Use Tax
Contact Database
Contingency Billing
Credit Card Management
Credit Card Processing
Cross Ledger Posting
Currency Conversion
Customer History
Customer Statements
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Invoices
Customizable Reports
Customizable Templates
Data Extraction
Data Import/Export
Deadline Management
Direct Deposit
Discount Management
Document Templates
Donation Management
Donation Tracking
Donor Management
Drag & Drop
Dunning Management
Duplicate Payment Alert
Electronic Funds Transfer
Electronic Payments
Electronic Signature
Email Management
Estimating
Exemption Management
Expense Claims
Expense Management
Expense Tracking
Fee Calculation & Posting
Financial Aid Management
Financial Management
Financial Reporting
Fixed Asset Management
For Government
For Private Schools
For Special Education
Forecasting
Fraud Detection
Fund Accounting
General Ledger
Grade Management
Grant Management
Higher Education
Hourly Billing
Income & Balance Sheet
Inventory Management
Inventory Tracking
Invoice Creation
Invoice History
Invoice Management
Invoice Processing
Job Costing
K-12
Mobile Access
Mobile Payments
Mobile Receipt Upload
Multi-Company
Multi-Country
Multi-Currency
Multi-Department/Project
Multi-Period Recurring Billing
Multi-State
Nonprofits
Online Invoicing
Online Payments
Order Management
Order Processing
Overpayment Processing
PCI Compliance
PO Reconciliation
Partial Payments
Partnership Accounting
Payment Processing
Payroll Management
Payroll Outsourcing
Payroll Reporting
Profit/Loss Statement
Project Accounting
Project Billing
Project Management
Purchase Order Management
Purchasing & Receiving
Quotes/Estimates
Real Time Data
Real Time Reporting
Real-time Updates
Receipt Management
Receivables Ledger
Recurring Invoicing
Recurring Payments
Recurring/Subscription Billing
Reimbursement Management
Reporting/Analytics
Revenue Recognition
SSL Security
Sales Reports
Sales Tax Management
Self Service Portal
Self-Service Reporting
Spend Management
Strategic Planning
Tax Calculation
Tax Compliance
Tax Filing
Tax Management
Taxability Verification
Third Party Integrations
Time & Expense Tracking
Time Tracking
Transaction History
Transaction Tracking
User Management
Vacation/Leave Tracking
Value Added Tax (VAT)
Vendor Management
Version Control
W-2 Preparation
Wage Garnishment
Warehouse Management
eCommerce Management
Visit WebsiteCompare App
"What If" Scenarios
1099 Preparation
401(k) Tracking
ACH Payment Processing
API
Access Controls/Permissions
Account Reconciliation
Accounting
Accounts Payable
Accounts Receivable
Accrual Accounting
Activity Dashboard
Activity Tracking
Ad hoc Reporting
Address Validation
Aging Tracking
Approval Process Control
Asset Accounting
Asset Management
Asset Tracking
Attendance Management
Audit Trail
Automatic Backup
Automatic Billing
Bank Reconciliation
Benefits Management
Billable Items Tracking
Billing & Invoicing
Billing Portal
Budgeting/Forecasting
CPA Firms
Cash Flow Management
Cash Management
Categorization/Grouping
Chart of accounts
Charting
Check Printing
Check Processing
Check Writing
Class Loading
Collections Management
Compliance Management
Consolidation/Roll-Up
Consumer Use Tax
Contact Database
Contingency Billing
Credit Card Management
Credit Card Processing
Cross Ledger Posting
Currency Conversion
Customer History
Customer Statements
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Invoices
Customizable Reports
Customizable Templates
Data Extraction
Data Import/Export
Deadline Management
Direct Deposit
Discount Management
Document Templates
Donation Management
Donation Tracking
Donor Management
Drag & Drop
Dunning Management
Duplicate Payment Alert
Electronic Funds Transfer
Electronic Payments
Electronic Signature
Email Management
Estimating
Exemption Management
Expense Claims
Expense Management
Expense Tracking
Fee Calculation & Posting
Financial Aid Management
Financial Management
Financial Reporting
Fixed Asset Management
For Government
For Private Schools
For Special Education
Forecasting
Fraud Detection
Fund Accounting
General Ledger
Grade Management
Grant Management
Higher Education
Hourly Billing
Income & Balance Sheet
Inventory Management
Inventory Tracking
Invoice Creation
Invoice History
Invoice Management
Invoice Processing
Job Costing
K-12
Mobile Access
Mobile Payments
Mobile Receipt Upload
Multi-Company
Multi-Country
Multi-Currency
Multi-Department/Project
Multi-Period Recurring Billing
Multi-State
Nonprofits
Online Invoicing
Online Payments
Order Management
Order Processing
Overpayment Processing
PCI Compliance
PO Reconciliation
Partial Payments
Partnership Accounting
Payment Processing
Payroll Management
Payroll Outsourcing
Payroll Reporting
Profit/Loss Statement
Project Accounting
Project Billing
Project Management
Purchase Order Management
Purchasing & Receiving
Quotes/Estimates
Real Time Data
Real Time Reporting
Real-time Updates
Receipt Management
Receivables Ledger
Recurring Invoicing
Recurring Payments
Recurring/Subscription Billing
Reimbursement Management
Reporting/Analytics
Revenue Recognition
SSL Security
Sales Reports
Sales Tax Management
Self Service Portal
Self-Service Reporting
Spend Management
Strategic Planning
Tax Calculation
Tax Compliance
Tax Filing
Tax Management
Taxability Verification
Third Party Integrations
Time & Expense Tracking
Time Tracking
Transaction History
Transaction Tracking
User Management
Vacation/Leave Tracking
Value Added Tax (VAT)
Vendor Management
Version Control
W-2 Preparation
Wage Garnishment
Warehouse Management
eCommerce Management
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Mobile apps

iOS App


126,965 reviews

Requires iOS 13.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


39,593 reviews

Quickbooks Online Feature Reviews

25 reviewers had the following to say about Quickbooks Online's features:

Elvarina H.

QuickBooks Online is a subscription service that you pay monthly!

2018-03-13

QuickBooks Online offers true double-entry accounting with ample reports and strong chart of accounts, as well as customization for invoices, inventory capabilities, payroll support, multiple currencies, and over 400 integrations.

Pros

QuickBooks online has multiple solutions that allow things like customer billing, email reports and bank transaction downloads be automated...

Cons

QuickBooks Online is well-known and is generally user-friendly for small businesses, but lacks in advanced management features, has limited support.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Britto B.

Excellent piece of software for small to medium-size businesses

2018-08-31

Though there are other accounting software around with more features, Quickbooks Online has got just the right amount of features that we need for our organisation, making it less cumbersome in terms of processing speed.

Pros

versatile reporting tools, user friendly interface, good customer service, the ability to create sub-accounts and Classes.

Cons

Though this can be done using third party software, through the Apps feature in Quickbooks Online

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Francis P.

Quickbooks Online Reivews

2018-05-08

QuickBooks Online offers a true double-entry accounting with ample reports and a strong chart of accounts, as well as customizable invoices, inventory capabilities, payroll support, multiple currencies, and etc.

Pros

It is a Cloud-based and features are impressive such as advanced inventory feature, mobility and integrations with accounting softwares as well as tax applications.

Cons

The GUI is intutives but it needs some accounting background.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Margaret D.

Great for small companies.

2021-06-03

Fast and Easy to implement.

Pros

Super easy to deploy and it integrates seamlessly with our third party bill payment and expense reporting software.

Cons

lack of custom reporting is a bummer but at this price point i wouldnt expect a lot of bells and whistles.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Debra H.

QuickBooks should be called SimpleBooks

2018-09-22

Totally simplifies my bookkeeping and accounts payable.

Pros

Keeps track of all my reporting and makes my report filing a breeze.

Cons

The only feature I wish it had was a billing summary of my invoices and payments made on my account.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Intuit Canada


Hi there, Debra. Thanks a ton for reviewing, as it's always affirming to read we're doing our part to simplify your bookkeeping. With this said, please know you have the ability to track your invoices and receipts. Should you be using Online, this info is available from Sales > Invoices, under the Status column. If you're a Desktop customer instead, the steps for reviewing this info is at https://community.intuit.com/articles/1601945.

As for a billing summary, please know we have a wealth of reports that are available in our software. I'll link these below, and the following guides also outline what they do:

1. https://community.intuit.com/articles/1617330 (Online)
2. https://community.intuit.com/articles/1501403 (Desktop).

Keep up the splendid work at Kidsport, by the way!

Jess, The QuickBooks Team

Read more
Jacques G.

Quickbooks Online: Fine with me!

2018-12-20

- Great online accounting software; - User interface is not cluttered; - Generating invoices models is easy and intuitive; - Tax forms manipulation is ok

Pros

- Intuitive interface; - Great help without the system; - Reports can easily be customized; - Dashboard customization is nice

Cons

- No real 'verification and validation' on deleted transactions; - Administration fees manually manipulated; - Auto printing of checks confusing; - Tax codes a little cumbersome to generate and use (i.e., restaurant codes in Canada)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
David K.

Excellent Software For Small and Medium Sized Businesses

2019-12-11

It gives you a good overall dashboard into the accounting and financial reporting of your company.

Pros

It's rich with features that include functions like invoicing, expense tracking, P&L Statements, inventory visibility, and bank reconciliation to help manage the accounting of any small to medium size business.

Cons

Quickbooks Online is SAAS software so it's not hosted on your company's servers. So if your internet connection is down, you won't have access to Quickbooks Online at all. There are help tutorials to help you get started on Quickbooks Online but hands on customer service is not very good.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Marketing and Advertising company, 51-200 employees)

Quickbooks Review!!

2019-08-30

Great accounting management tool.

Pros

You can easily track income and expenses, run reports and manages bills.

Cons

I have not had any issues using Quickbooks and I don't think I'll ever reconsider switching to another software.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Intuit


Thanks for sharing so much love for QuickBooks! Testimonies like this are always a highlight of our day. We're glad to hear that you're utilizing so many features in the program, from invoicing to reporting. You can always count on us to provide features that help fuel your company's success. To see what's new in our software, we invite you to visit our official blog: https://intuit.me/2L2zqTv

We appreciate the wonderful review!
David, The QuickBooks Team

Read more
Ruth Ann L.

Quickbooks is our Go-To Accounting Package

2019-12-04

We have it tuned to make reporting our IRS 990 report each year in a simplified way.

Pros

We use QB for keeping accounts including restricted accounts within our organization.

Cons

For that we switched to a CRM (Bloomerang). We import our financials from Bloomerang and go from there in tracking financials

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dawn G.

QuickBooks Online for Small Business

2020-05-28

Intuit is the leading provider of accounting software that provides efficient and accurate bookkeeping and accounting processes when used in accordance with the right accounting and reporting principles.

Pros

It also provides payroll services so business owners can outsource the reporting and payment compliance to reduce risk & liabilities associated with payroll taxes.

Cons

The data file export is a bit cumbersome when converting to a desktop solution.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Richelle Marting J.

All the features a small business needs

2020-10-10

Implementing QB online was a breeze and it's been a smooth process to continue using the software ever since.

Pros

I love that QB has both a desktop and web application, integrates with almost any CRM software, has fully customizable reporting, and connects to most major banks.

Cons

Biggest drawback in the legal industry is the inability to bill from two different accounts - operating and trust accounts.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Andre C.

Perfect for businesses wanting to move to the next level

2020-10-09

We use Quickbooks Online for our practice, we utilize 3rd party integration for time capture (and yes while Quickbooks does offer this, requires the program to be open - a mini app would be perfect for this).

Pros

Ease of use for the most common features (invoicing, expense capturing), receipt capture assistance, quick and flexible search, 3rd party marketplace.

Cons

Document attaching limited only to invoices and expense receipt capture (should be on invoice payment).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Yogesh A.

Verified Reviewer

Expensive but important tool

2021-06-09

Financial management and reporting and communication

Pros

It is very organised and anybody can use it with a basic knowledge of accounting and book keeping and makes the financial management easy

Cons

some of the features are hard to use for first time users and does not have a lot of flexibility for user management

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No
Read more
Devin M.

Quality accounting software

2020-12-02

I use it for my side job and it works pretty well. I wouldn't say it's useful for anything more than a small business though.

Pros

. - Makes payroll management easy. - Gives you a plethora of report options.

Cons

. - Could do with more in-depth invoice customization.

Rating breakdown

Value for money
Ease of use
Features

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Saad E.

Quickbooks Online Review

2020-07-10

Overall its useful accounting software and is widely used.

Pros

Reporting features are quite useful and allow generating multiple types management reports at press of a button. Dashboard keeps things well organised.

Cons

I think the speed of the software can be improved. Further it lacks some features when compared with the desktop version.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Jim A.

QB online helps me to manage my business.

2018-02-22

Daily/weekly/monthly/yearly management of my business.

Pros

I like the interface and how it syncs with both my bank accounts and Housecall Pro.

Cons

I also wish that I could build reports from scratch.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Marketing and Advertising company, 10001+ employees)

QuickBooks to manage financials

2020-04-16

We have to use a third party product to pull the data out of QuickBooks and to create the reports.

Pros

It's suited well toward managing incoming and outgoing funds and to tracking spending and account balances.

Cons

Getting QuickBooks customer service attention can be a challenge when you have tough, ongoing issues. We had to continually follow-up to request they continue to work on our issue and to remind them that it wasn't resolved.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Casey P.

Easy accounting

2019-12-13

The new payment feature allows customers to pay their invoice directly from the email.

Pros

I like that it's available online for access to our accounts anywhere.

Cons

The mobile app has serious flaws.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

I used to love Quickbooks online but lately it's having issues.

2017-11-17

Professional Reports, Integration with other software, Merchant account and automatic recording of customer payments,

Pros

Used to be the best accounting software, in my opinion, but I think it got too big for it's britches and have had serious problems lately.

Cons

Lately, I get errors, when I add an account, it tells me I am working at the same time as myself and my work has not been saved, I always get the message "our shoes have come untied, we will be back shortly, I have to switch web browsers all the time for it to work.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Gregorio V.

Quickbooks is an accounting software that is ideal for keeping the accounting books of a business.

2018-06-06

I like the online version you do not need to make a large investment in servers or other expenses to have a network system with multiple users.

Pros

This accounting solution is very useful for accountants and small businesses because it helps you with the control bank accounts the invoicing, the payroll, expenses and can deliver financial reports at any time.

Cons

The system is very simple to use but since it depends on the speed of the internet and third-party servers, you can sometimes get a little slow when making certain transactions or reports.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
George F.

Excellent Software for Small to Mid-sized businesses

2018-11-15

With the use of add-on Software we are able to use our sales system to directly import invoice data to where QuickBooks would create the invoice.

Pros

The ease of use in setting up and using the software is it's greatest assets. the fact that most reports are already preloaded is an added benefit as you can get reports very easily.

Cons

The lower versions of the software do not allow for much personalization.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Marketing and Advertising company, myself only employees)

Best Accounting for GST Compliance

2021-04-30

The overall experience with quickbooks has been good, especially around the price and the integrations, as well as the numerous reports that can be run and generated.

Pros

It has everything you'd need to create invoices, and maintain GST compliance - it also integrates directly with the GST portal for easy filing of taxes.

Cons

It can be hard to navigate - especially for a novice that isn't sure how to file taxes with all the compliances - would suggest more tutorials for non-accounting professionals or solopreneurs.

Rating breakdown

Value for money
Ease of use
Features

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Aaron H.

Great tool for accounting

2019-10-10

From invoicing to running reports, QBO solves all of our needs.

Pros

The way our system is setup, is that I do not have access to input data, but I can print out reports and records for my benefit.

Cons

I think the reports are easy to generate and everything runs smoothly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Gabriel C.

Best solution performance for my accounting.

2019-08-01

Provides access to our accountant during the annual audit process.

Pros

Another benefit is that you can add your accountant as a user to keep everything electronic and this has greatly improved my management and financial forecasts.

Cons

Payroll upgrade is as expensive as hiring an accountant to do accounting. Quickbooks allow you freedom, but it must have a built-in payroll feature or at least keep prices competitive.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Sandy S.

Has worked for me for over a decade

2019-10-16

I do not invoice customers as we sell direct to the consumer not b to b.

Pros

Pulls the reports I need seamlessly.

Cons

It needs to have an easier way to clean up old accounts I'm no longer using.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Intuit


Hi there, Sandy. Thanks for a great review. Hearing how easy QuickBooks has made accounting tasks like payroll, deposit management, and tax prep is music to our ears. We'll continue to have your back for years to come! To learn tips and tricks about cleaning up old accounts, we recommend visiting the Community. Here, you'll find a variety of how-to articles and can even post your own question to receive tailored responses from fellow users and QuickBooks Team members: https://community.intuit.com/

Cheering you to continued success!
Morgan, The QuickBooks Team

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