QuickBooks Online Advanced Features

It is very easy to use and does not require an enormous amount of training. I especially like being able to integrate directly into our electronic data interchange system as well as our bank. QuickBooks online advanced really brings all of the useful features together to create a platform that helps our business run smoothly.

Although the help section is very thorough, it is not as easy to navigate. I wish there was an easier way. The graphic user interface could also use a little bit of improvement in terms of placing of features to make them more intuitive.

It was so easy to track expenses and profit. We can look at the balance sheet profit and loss at any time.

I had no issue with the application. It was so easy to work with. I loved the application and was so user friendly.

It integrates with our current ECommerce cart and a few other programs (e.g. Zapier).

They have radically tried to over-simplify the product. For instance, the Vendor tab being under Expenses. As every accountant knows, Vendors aren't solely about Expenses. This is just one example of how, in trying to make this product more intuitive, they have thwarted anyone with accounting experience in using it. There are so many things you cannot delete. Too many to try and list here.

We appreciate you sharing your thoughts with us, Wes. Receiving your feedback will only help us continue to improve the product.Feel free to check out the QuickBooks Blog, as this is where your feedback comes to life:https://intuit.me/2L2zqTv. We hope you have a great business year filled with success and great health during this difficult time! -Hannah, The QuickBooks Team.

Ok so yes, I'm a nerd but I love accounting! Online access to my books as a busy working mother has been essential to my job. Easily pulling up reports and sending to owner investors while on the go has helped me to balance work and home life.

Least, some of the help files are difficult to understand when not having been professionally trained (just picked up while working for accountants) but the online forums can solve issues quickly.

There are so many features to this software, but my favorite is definitely the online platform. I am able to see the progress of the business through my phone or iPad and not just sitting behind a desk. So much business is done on the road or moving around and having the app easily accessible I can always be in touch with what is going on in the company.

Setting up the new company file was difficult. We were moving from QuickBooks desktop and it had to much data (20 years worth) that we were not able to compress it then upload the information to the new platform. We were able to do batch uploads which did allow us to preserve some data but it did make the transition a little more difficult than it needed to be.

We love that QuickBooks provides an online option that is easily accessible for all of our virtual employees and financial advisers. It has been a breeze to use compared with our old system (Abilla MIP). In today's digital age, we don't often need all the complexity - just the natural, simple, and efficient financial management systems.

The only thing we haven't liked is that our transition from MIP had to be done manually.

Quickbooks Online allows us to streamline our accounting process as well as inventory tracking. Our customers love to be able to receive estimates and invoices online as well as pay online. With unlimited chart of accounts and excellent reporting features we are able to monitor the pulse of the company daily.

If you are not an accounting guru, have access to an accountant or you do not understand debits, credits and accounting concepts you are going to feel lost. There is an extreme learning curve for small business owners who go from physical books and spreadsheets to Quickbooks Online. Once you learn everything you will find the software very helpful, but when you first get started odds are, you're going to inadvertently make a big mess of your books until you figure it all out.

There are several features we find extremely convenient, including, the ability to directly connect our bank accounts, remote access to our software, and the at a glance profit and loss for projects. We also find the project feature to be the most useful and enjoy the hourly cost rate within projects to be extremely insightful. A final area we find extremely useful is the user permissions feature within QBO Advance; this feature has given us the ability to broaden our users and therefore increase our workflow efficiency without sharing our financial data.

We have found the payroll add-on to be difficult to work with, specifically, distributing the different pay rates because our employees get paid different wages when working on government jobs as well was when they work overtime. Overtime does not seem to accurately pull from the time cards and pay appropriately for overtime. We also wish more payroll data had transferred when switching from desktop to online.

The product is user friendly. It is easy to navigate and find all the features. The tech support are always friendly, fast and always help with any questions I have had.

There are many features that we do not use, but I'm sure would be helpful to other companies.

Online access is convenient. Most clients are already using it. Easy to get accountant access. Bank feeds are superior to the desktop product. Integrates with many different tools through Zapier. Works with a large array of direct 3rd party add ins.

It lacks basic and essential features such as reliable backup/restoration of data, month end closing tools, etc. forcing us to pay third parties to make up for what QBO lacks. The receipt capture is too limited and is very poor at matching transactions if it doesn’t automatically recognize a receipt. The system is extremely nit picky about which type of transaction you are using in the moment. This is not an issue with QB desktop as you can easily enter almost any type of transaction from the register without the need to tell it what you are doing in advance. The product does not often get substantive improvements and yet the subscription fees are very high and are increasing over time. Pay more, get the same product.

We appreciate you taking the time to write your review, Russell. We want to be sure you're enjoying your time with QuickBooks, and that you're getting the most out of your product. If you have any suggestions about what you think would make QuickBooks better for your business and others, please don't hesitate to send these over for our Developers review using the 'Feedback?' icon in-account. Also, if you need assistance or run into any issues, please don't hesitate to get in touch with our QuickBooks Technical Support Team by phone or chat using the 'Help (?)' icon > 'Contact Us' right from within your account. We'd be more than happy to take care of you. -Faith, The QuickBooks Team

QBO Advanced includes the analytics through dashboards and Fathom. These are powerful tools and very useful for management. The Enhanced Custom Fields are valuable for our company as we are able to capture information that can be kept in QBO with the client instead of having several spreadsheet to keep this information. The Customize Access By Role is helpful for us because we are able to then develop...

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We lost a couple reports when we converted over from desktop, but Intuit is constantly working on enhancing the software.

It is easy to enter information into Quickbooks and find it later. Reports are great! I can always find the infromation I need in a ready report, and love that I can click within a report to access more detailed infromation.

As a non-profit, it can get a little complicated when tracking restricted revenues and their related expenses. Year end reporting for fulfilling the 990 is not easy when working around the chart of accounts as it us set up in QBO - some account categories don't match up with the way nonprofits track them.

We really appreciate you sharing your review with us, Joy! It's wonderful that QuickBooks has helped provide exactly what you all are needing for your non-profit! Please keep in mind that you can create additional Chart of Accounts for more specified categorization using the steps outlined here: (https://quickbooks.intuit.com/learn-support/en-us/help-article/chart-accounts/add-account-chart-accounts-quickbooks-online/L0mCv3AKn_US_en_US?uid=l3xgkvrd). If you have any other questions or need help, please don't hesitate to get in touch by phone or chat using the 'Help(?)' icon > 'Contact Us' and we'd be glad to get you taken care of from there! -Faith, The QuickBooks Team

Online access, ease of use, and overall user friendliness. Also love that you can add attachments to each entry. Fantastic, because then I don't have to go digging in a file cabinet to find the supporting documentation.

Custom reporting could definitely be improved. You can't select from nearly the amount of data items that are necessary. Also, a great feature to add would be the option to add a single attachment to bulk transactions. I would love to see this implemented. IE: when using "Batch Transactions" you could add a single report to the 25 different entries made in the batch. Also, another thing would be that you can list multiple departments on one invoice/sales receipt (IE make it a line item) instead of having to generate separate invoices/SR.

QuickBooks for nonprofits can handle small nonprofits and large ones as well. The system is easy to use and QuickBooks has a ton of guides and videos to help begins with just about anything. Truly accounting made easy, not to mention the dozens of app integrations available.

My only complaint is when calling customer service, I have been helped by representatives who know less than I do about their program. I just hand up and call again to talk to someone else.

Easy to use. Great customer support with multiple ways to contact support. Helps us track our company easily. Has everything our business needs.

The app is a little different than the web version, which throws me off sometimes when I am used to doing things a certain way using the web version.

1. Easy to use 2. Excellent reporting functionality 3. Excellent Support 4. CC Payments

1. No way to limit/hide functionality we do not use 2. Limited without being on the Advanced version 3. Limited invoice follow up options 4. Private branding

Easy to implement and scale, Quickbooks makes small business accounting accessible to owners. The reports and bill pay organization are excellent.

The payroll features were not as user friendly and we ended up outsourcing payroll to an accounting firm.

Pros of QuickBooks On the web - Advantages of QuickBooksSensible for little and medium-sized associations, QuickBooks web accounting programming comes in cloud-based variations to recognize business portions, direct charging system, and money abilities. The going with reasons insistently add to specific benefits of QuickBooks online accounting programming.1. Straightforward and Pleasant to UseQuickBooks...

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Cons of QuickBooks On the web - QuickBooks Online LimitationsDespite adjusting the accounting business, QuickBooks has of late been seen as doing combating to serve the clients. Here are the reasons that record for the cons of QuickBooks web accounting system taking into account clients and clients' understanding.1. Inconsistency IssueQuickBooks Electronic Accounting instrument is expected to run on...

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I have been thoroughly impressed with QuickBooks Online Advanced. The platform is incredibly intuitive and provides an array of tools and features that make it easy to manage finances. The accounting and invoicing processes are efficient and user-friendly, and the reporting capabilities are comprehensive and accurate.

One of the drawbacks of QuickBooks Online Advanced is the cost of the subscription. While the features are worth the investment, the cost can be steep for small businesses with limited budgets. Additionally, the platform can be complicated to navigate for those with limited accounting experience.

For the most part, this software is user friendly. It is organized and efficient and keeping my accounting and bookkeeping for the company on track.

There are several things this software does (or doesn't do) that make it a bit cumbersome. For example, there are certain accounts you cannot load into vendor details because it's not a "cost". But we have "cost of sales" and that is one of our biggest used account but I cannot load it into vendor cards just because it's not a cost account. I don't like the way the reconciliation works. I don't use the automatic feature because it makes it harder than it's worth when I have to go out of the menu altogether for it to register that something that automatically "reconciled" is to be accounting for.

What I like most about using QBO Advanced is how user friendly and simplistic it is to use. We transitioned our entire financial management system and for the most part it was relatively smooth.

There were many obstacles to overcome in the transition to QBO Advanced. It mainly involve how to find work around solutions for areas not offered in QBO Advanced such as specifically detailed inventory management and also fixed assets. The inventory process in QBO is clunky and too simplistic for our company, BUT since QBO is so easy to use we have customized processes to make it work for us.

Everything is very clean, and easy to navigate. The general features of the software are user friendly to all levels of accounting. If you have never used an accounting software before QBO makes it very accessible to find important and valuable information about your finances with relative ease.

The more in depth features do take a little time to navigate. There are also a lack to "advance" features for some of the functions but it overall fits the bill. There is nothing that is missing that is an absolute need for business function- just more of a "would be nice".

This Software is absolutely essential to my day to day operations. From the ease of use in payroll services, tracking inventory, combining all purchase and financing accounts and creating invoices for all of my customers I could not be happier with Quickbooks. What I really love is that software is always adapting and improving to help with more and more essential tasks, and if I don't know how something works there is always a Webinar/Customer service agent/video to give myself and my employees the tools they need to meet any accounting challenge.

The only two issues I have had is with compatibility with the payroll time clock services I would like to use, and this is more personal preference than anything else. I would like to see more options for bio metric time-clocking services than is currently available. the second is the saving of last used dates in the software meaning you have to be vigilant when making invoices or printing checks (I have lost a ton of checks this way)

This software is so easy to use and makes training a breeze. A ton of the functionality makes everything more efficient and intuitive. The reporting is awesome and easy to create your own custom reports.

You cannot have multiple tabs open and you cannot easily create consolidated financials to include multiple instances.