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Recommended
Michael M.
Transportation/Trucking/Railroad, 1-10 employees
Used daily for less than 6 months
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Using the workflow for automated past due emails, it is helping with out collection process.
1.) I like the new batch entering of invoices 2.) Workflow for automated past due invoice reminders. 3.) Custom Fields in invoices.
1.) For entering batch invoices, I do not like that I cannot add attachments. 2.) I would like to be able to batch enter 'bills' not only expenses. 3.) I would like to be able to customize the bill enter screen more and be able to use custom fields in this section as well. 4.) I wish there was a native salesforce integration (like there are for many other CRMs).
kalyn H.
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Quickbooks is a trusted name with a long history of great products. However, our time with Quickbooks nonprofit has not exactly met our needs. There isn't as flexible of reporting as we hoped, there are set criteria for reports and customization is difficult with occasional glitches. There is no functionality to check for duplicate records which are necessary as we have several volunteers working and entering information. Quickbooks for nonprofits has done a great job with their profit and loss tracking, we do use this for all of our expenses and board meeting reports.
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