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QuickBooks Desktop Enterprise Reviews

4.5 (20,155) Write a Review!

About QuickBooks Desktop Enterprise

The leading accounting software for small businesses. Instant access to customer, vendor and employee information.

Learn more about QuickBooks Desktop Enterprise

Pros:

Easy to navigate through. Amazing technical support, inexpensive, and it has such seamless integrations.

Cons:

Difficult to explore through the various bundles. Was charged 20$ and needed to experience a cycle where they input .01 into my record - which was redundant.

QuickBooks Desktop Enterprise ratings

Average score

Ease of Use
4.3
Customer Service
4.1
Features
4.4
Value for Money
4.3

Likelihood to recommend

8.4/10

QuickBooks Desktop Enterprise has an overall rating of 4.5 out 5 stars based on 20,155 user reviews on Capterra.

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Fouzi
Fouzi
Manger in Morocco
Verified LinkedIn User
Automotive, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Control Your Income With Quickbooks Desktop

5.0 2 months ago New

Comments: From manual writing invoices to pro one help me to know more about my income. Not only that but also my bookkeeper was happy when comes annual tax submitting.

Pros:

Not only I am in control of my annual income but you submitting professional invoice for your clients

Cons:

When I start using QuickBooks I was struggling to set up invoice design.

Thomas
Owner in South Africa
Marketing & Advertising, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

A great tool to get started and save money

5.0 2 months ago New

Comments: It's pretty good, I recommend it for startups and people who need to work offline. Cloud is not always the solution and the desktop software comes with all you need.

Pros:

It is offline, easy to learn and provides all the essential reports to run your company well

Cons:

Does not integrate with outlook well, support has stopped, needs a 3rd part program to import bank statements.

Hart
PDM and IT Support Specialist in US
Wholesale, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Support & User Permissions

2.0 4 weeks ago New

Comments: Works until you need to do anything automated, advanced, or god forbid you have to contact support.

Pros:

Available integrations, industry standard for small business.

Cons:

QuickBooks support has become next to useless. There is no longer a higher tier of support for Enterprise users I am currently on hold for what I though would be a simple issue. I want to give an user (employee) permissions to edit price rules, but not be bale to see any payroll info. I have been transferred 3 times, verified my information 4 times, on the phone for an hour plus now, and most recently been told that isn't even possible. This is my experience everytime I call support.

Shari
CEO in US
Wholesale, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Quickbooks has helped me grow my business

5.0 4 months ago

Comments: Overall this program grew my business from a small to mid tier business and we are still using it to this day. Had I set it up properly over 20 years ago it would have been even more robust and useful to us - but as it is it helps us to run a mid size business every day.

Pros:

The features of QUICKBOOKS Desktop Enterprise are mostly intuitive and easy to learn and use. The team is comfortable with it.

Cons:

It sometimes locks users out - and we cannot always run the reports we need as not all info is mandatory so not all info is always present when needed.

Christoffel
Owner in Namibia
Mechanical or Industrial Engineering, Self Employed
Used the Software for: 6-12 months
Reviewer Source

It makes bookkeeping simpler to utilize and agreeable

5.0 2 months ago

Comments: I'm extremely glad to have found QuickBooks on the grounds that I have seen a positive rating across all areas of business. I am glad to at last observer my business see more expansion in income.

Pros:

QuickBooks is not difficult to bring into, send out of and straightforwardly coordinate with specific stages. The product was worked in view of the client experience.

Cons:

The main issue we have had has been reaching out to Quickbooks now and again. Not many times has this occurred.

Verified Reviewer
Verified LinkedIn User
Marketing & Advertising, Self Employed
Used the Software for: 2+ years
Reviewer Source

Game-Changer for Marketing Accounting

5.0 2 months ago

Comments: Game-Changer for Marketing

Pros:

billing and invoicing are easy to save time

Cons:

Software QuickBooks transformed my marketing accounting! It's intuitive, and efficient, and has streamlined my financial tasks. A must-have for any business!"

Karuhiu
Karuhiu
Medical Sales Representative in Kenya
Verified LinkedIn User
Health, Wellness & Fitness, 201–500 Employees
Used the Software for: 1+ year
Reviewer Source

Impressive and Fragile Cloud Accounting

5.0 2 months ago New

Comments: QuickBooks Desktop Enterprise IT product incredibly suit several accounting services with effectiveness and efficiency.

Pros:

Quality and efficient online accounting capability.General Ledger balancing.Online payment processing, subscription billing and invoicing.Online invoices generation to fasten unpaid services and products.

Cons:

Nothing at all to register since it has been offering mega support and efficiency in sales and accounting depts.

Verified Reviewer
Verified LinkedIn User
Construction, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Good, Flexible, Program

5.0 2 months ago

Comments: I have been using Quickbooks for years and my experience has been great.

Pros:

You can fix anything in a sec if something was posted wrong. Customable reports etc.

Cons:

There is nothing really not to like. It all works great.

Haocheng
Haocheng
Research Team Lead in UK
Verified LinkedIn User
Computer Software, 10,000+ Employees
Used the Software for: 1+ year
Reviewer Source

QuickBooks Desktop Review

4.0 2 months ago

Comments: An overall positive experience and a nice game-changer in streamlining the workflow. The functionalities simplify our financial management in terms of generating income statements and balance sheets. However, it did take us some time to get used to using the app to track payroll accurately.

Pros:

A robust and efficient automatic payment system that streamlines our workflow and saves us a lot of time. We could use the app to automate our expenses and ensure that they are paid on time.

Cons:

The app requires an input of multiple details and careful configuration to ensure that the automation process is accurate. Careful and time-consuming adjustments are required so that the automated flow process can continue seamlessly.

Rishi
Rishi
Director in Australia
Verified LinkedIn User
Computer Software, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

A great tool to manage your business

4.0 2 months ago New

Comments: Overall a superb product to manage your expenses, invoicing and maintenance.

Pros:

The invoice creation and bank reconciliation features are amazing

Cons:

Looks too basic. Yet to explore all features.

Tracy
Owner in US
Accounting Software, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

The Small Business Software of Choice

4.0 4 years ago

Comments: Since using QuickBooks vs. batch processing software, the time I have saved doing my work is exponential.

Pros:

What I like most about the software is: 1. The flexibility of it in that there are several different ways to do the same task. 2. The drill down feature in the reporting that allows you to drill down from any report to the source document and also make changes to that document in real time, and update that report in real time without re-running anything. 3. Real time updating of the software vs. batch processing. 4. Ease of use, easy to train employees, super easy and clean to fix mistakes. 5. Value for the money 6. Makes payroll processing very easy.

Cons:

Cons: 1. If you are not using the enterprise version, customer service is not good. 2. If you let a person who doesn't know what they are doing use it, they can mess it up really bad, pretty quickly.

Intuit Response

4 years ago

Success stories like yours make our day, Tracy! It's wonderful to hear that QuickBooks is helping you save time and making it easier to handle your daily tasks. Whether you're running payroll or updating a report, you can count on our software to get the job done. Our priority is to provide you with a variety of support options so you can get quick answers to any questions you may have. In addition to phone support, you can also receive assistance via the channels below: QB Community: http://community.intuit.com/ Email: [email protected] Facebook: @IntuitQuickBooks Twitter: @QBCares We also recommend checking out this article for great resources you can use to help train your employees: (https://community.intuit.com/articles/1767637). Thank you for the rave review and we wish you continued success! Jen, The QuickBooks Team

Justin
Justin
Business Owner in US
Verified LinkedIn User
Consumer Goods, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Very Good Accounting Software for Small Businesses

5.0 2 years ago

Comments: It is a good business tool that helped me get a handle on mostly all of my expenses. It has a few buggy integrations which was frustrating. And I really disliked the non batch tagging system. Other than that, I have found it very useful and have used QB for the past 3 years for my taxes. I do not use it to file taxes any longer, as I now have an accountant and I prepare everything in QB first and then work with my accountant to file the taxes. Great for small businesses.

Pros:

I like that QB is easy to use and that I can connect mostly all of my accounts to it. However, I was unable to connect my Home Depot credit card for some reason. I have used QB to prepare a profit and loss statement for my accountant. I have painstakingly used this software. I have used it almost on a daily basis, as it helps to give me a clear financial picture of my small business. I can't see myself managing my e-commerce business any other way, since I have many transactions.

Cons:

The fact that I cannot group tag transactions. In a business like mine that has thousands of transactions throughout the year, the biggest gripe I have with QB is that I cannot batch select and change the tags. The tags are so important, especially if running multiple businesses, which I was. Since then, I have closed two of those businesses for the very reason that I cannot properly manage it all with one quickbooks account. I thought it would be easy to tag things, however, it truly sucks to have to go one by one. Also, I dislike the "rules" it auto creates because for any new transaction type, it pops up and really slowed me down when I was already having trouble with my tagging and categorizing.

Miguel
Owner in US
Accounting Software, Self Employed
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Tried & True - Quickbooks remains king!

5.0 5 years ago

Comments: The ability to track me financials allows me to identify my business's cash flow which is crucial to keeping my doors open. Automatic bank feeds are cutting down the time I need to spend doing manual data entry and gives me more time to focus on my main mission of my company.

Pros:

The ease of use allows just about anyone to successfully navigate and work in the software. No matter if you have an accounting or financial background. This is great news for business owners and accounting personnel, alike. With the ease of use, the training resources provide by Inuit, and their extensive list of available Pro-Advisers, you will be up and running and tracking your business's finances in no time. One other aspect I like is the ability customize the software to git your industry or company's needs. Custom reports, customized chart of accounts, etc are just a few examples how QB sets the standard for small/medium size business accounting softwares.

Cons:

The least favorable aspect of Quickbooks is the inability to prevent old transactions from back-posting into a closed period. For example, if I void a check or an invoice, I would like to be able to set an effective date of today and not the original date of the source document. Allowing this to happens, will throw off bank reconciliations, it would and could change past period financial statement information and could impact your tax liability as well.

Intuit Response

5 years ago

Thank you for bring this to my attention, Miguel. You can close your books for a period of time so that transactions aren't allowed to be posted before that time period.Here are the articles for the respective programs: Online: https://quickbooks.intuit.com/community/Reports-and-accounting/How-do-I-close-the-prior-years-books-to-send-to-the-accountant/td-p/182283 Desktop: https://quickbooks.intuit.com/community/Help-Articles/Close-your-books-in-QuickBooks-Desktop/m-p/186457 If you ever have any questions about this, please reach out to us on Facebook (Intuit QuickBooks) or Twitter (@QBCares). Grant, The QuickBooks Team

Kelennetse
Director in Botswana
Information Services, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

Easy to Use Software

4.0 9 months ago

Comments: all things are captured at ease even when using microsoft excel one can import its data to quickbooks with peace of mind.

Pros:

Quickbooks is a great software that have allowed me to invoice and qoute and do all the accounting work that i needed for my startup business. It has a user friendly GUI and very reliable. one can interact with its feature easily without a hustle.

Cons:

It only trouble when one tries to change the currency to their local market currency.

Beverly
Logistics Manager in US
Transportation/Trucking/Railroad, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

QUICKBOOKS IS AWESOME

5.0 4 years ago

Comments: My overall experience has been great I would definitely recommend this company to anyone.

Pros:

Quick books has a very easy to understand app & website to manage all your business needs.I deal with a lot of truck drivers on a daily bases and Ifta tax tracking has always been a hassle,but not with quick books.They allow you to add mileage & fuel cost to better estimate quarterly taxes.You also received discounts on tax preparation software.

Cons:

I honestly don’t have anything bad to say about quickbooks.The only thing I suggest is that they partner with more companies to offer customers discounts.

Intuit Response

4 years ago

Great review, Beverly! Hearing how easy and helpful QuickBooks has been to you and your company is music to our ears. We'll continue to be there to assist with all of your mileage and cost tracking, and tax prep for years to come. For more info on ways we're working to provide even more features and functionality to you, we recommend checking out our Blog: https://intuit.me/2L2zqTv Cheers to continued success! Morgan, The QuickBooks Team

Verified Reviewer
Verified LinkedIn User
Information Technology & Services, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Great Product for Small Business

4.0 4 years ago

Comments: overall quickbooks is a fantastic program with minimal learning curve especially if you are coming over from another program. the user interface is friendly and easy to use. the customer service is top notch and is always there to help you immediately and come to a resolution to get you back up and running 100%.

Pros:

the best thing about this software is that it is easy for a small business to setup with customers, tax tables, A/P, A/R, inventory, invoicing, payroll and business taxes. it helps take the burden and guesswork out of paying taxes, employees and business expenses while maintaining the books and budgets. There is even utilities that are readily available to use to convert from another program to quickbooks to get you up and running much faster while retaining your previous data with a few tweaks. Customer service is the best there is. not once have i contacted them and not had my issue almost immediately resolved.

Cons:

As always, the least liked thing about quickbooks is the updates. it seems that no matter what update it is or how new or old an installation is, there is always an issue with an update. whether it requires you to reset the update history and re-download the update and apply or completely boot all the users out of the system to make repairs and then reboot the system it is hosted on so that you can update the quickbooks system again and get everyone back into it to continue working.

Intuit Response

4 years ago

Nothing makes us happier than hearing QuickBooks is helping you easily maintain your books and that you've been receiving the support you deserve. Whether you're running payroll or handling a budget, you can count on our software to back your business. With updates, there are many factors that go into getting them to install properly and sometimes having the software hosted on its own system can cause hiccups. Should you continue to have issues, please let us know and we'll investigate further. In addition to phone support, you can also receive assistance via the channels below: QB Community: http://community.intuit.com/ Email: [email protected] Facebook: @IntuitQuickBooks Twitter: @QBCares Thank you for the rave review and we wish you continued success! Jen, The QuickBooks Team

Yazid
Yazid
Accounting And Marketing Specialist in US
Verified LinkedIn User
Accounting Software, 11–50 Employees
Used the Software for: 1+ year
Reviewer Source

"Goes Above and Beyond, Simple Maneuverability, Ease of Use, Fast and Reliable"

5.0 3 years ago

Comments: Overall Quickenbooks has been a Pleasure to Use. I switched over from Freshbooks. It's been the best answer for accounting, financing and bookkeeping . The fundamental bookkeeping is easy to learn. I find the Customer Service to be Excellent. Its been an all around great experience and I would Recommend Quickbooks to anyone.

Pros:

QuickBooks is anything but difficult to bring into, send out of and straightforwardly incorporate with specific stages. The product was worked considering the client experience. In general, I'm content with Quick Books and would prescribe to any entrepreneur. I truly like the retained exchange list, where I can just consequently have repeating installments deducted from my framework rather its month to month, quarterly, or yearly. It can likewise be set up as an update when certain bills are expected for installment. It's exceptionally simple to stack, monitor your merchants and your clients just as your own organization information, for example, diagram of records, and things or administrations that your organization gives. The report place is very easy to understand with reports effectively accessible by adding a date reach, and it additionally offers the client to make their own ensemble reports

Cons:

I do wish discounting customers with credit adjusts was somewhat simpler. You have to have a receipt produced with charges prior to finishing a credit notice to send a discount check. From time to time a price may be lower than advertised and I would like to show reflection on the original invoice without having to create a new one.Hopefully there is a less difficult way, and I simply need to figure it out. The cost is somewhat higher than the opposition, however all my needs are met. Nonetheless, The help isn't as simple to work with as I might want. Be that as it may, contrasted with a portion of the competiton, its better than not having any.

Verified Reviewer
Verified LinkedIn User
Health, Wellness & Fitness, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

QuickBooks User

5.0 5 years ago

Comments: Accounting, tracking expenses, handling taxes, doing payroll, creating invoices and tracking both customers and vendors.

Pros:

I've been a QB user for almost two decades. What I like about this software is that it's easy to learn and use, especially if you don't really have an accounting or bookkeeping background. Their support has always been excellent and very helpful when needed. While there are cheaper accounting software programs, QB has been around a very long time, has superior customer service, and caters to users who may not have much accounting experience as well as those who do. It's also easy to get started if you're new to the software. They also have other options to help small business owners, such as payroll. I've used their payroll service (both basic and advanced) and I have found it to be very useful, affordable, and easy to use.

Cons:

I'm a Mac user and the QB software isn't as great on a Mac as it is on a PC.

Intuit Response

5 years ago

Thanks for your loyalty to QuickBooks these past two decades, as we're proud to have been by your side all this time. Your comments were a pleasure to come across, as we strive to provide the payroll tools and support you deserve. Because we also work hard to ensure our software is accessible to users of all backgrounds, we've created self-help spaces like our Community (https://intuit.me/2rJQ95o) in case you ever have workflow or accounting questions. As for the differences you've noticed on a Mac, rest assured I'm here to ensure your software is working just as well on all operating systems. At your earliest convenience, feel more than welcome to send me a message directly at [email protected]. That's my inbox, and I have the knowledge and tools to get you squared away. Talk soon! Jess, The QuickBooks Team

Evan
Evan
Director of Education in US
Verified LinkedIn User
Education Management, 2–10 Employees
Used the Software for: 1+ year
Reviewer Source

Charges without Consent

3.0 4 years ago

Comments: Everything was fine until I discovered how atrocious the customer service is.

Pros:

Many parts of the service feel unpolished and there are many bugs, but it is HIGHLY FUNCTIONAL. And cheap. It is hands down the best bang-for-buck of any other accounting software out there. I have been a happy user despite the bugs, because: There are many things that QuickBooks does really well. Invoicing (while hard to automate) is very robust, and by far the single cheapest invoicing option I have found. The system's auto-categorization abilities when matching expenditures, revenue sources, etc is fantastic. Further, you integrate QuickBooks with a slew of other services, making for a fairly customizable and generally robust accounting tool. It's also easy to get an accountant on to balance and check your books.

Cons:

TERRIBLE CUSTOMER SERVICE I was charged for payroll without consent. 6 months ago I signed up for a free trial to see what the Quickbook's portal for payroll looks like; after toying around a little bit and deciding that it was, while not great, functional, I cancelled my trial with the intention of getting the service when I hire full-time employees. Received cancellation screen. No problems. Fastforward to now, I go to sign up for payroll and discover I have been being charged for the last 6 months. I called in expecting to get a credit or waiver of future fees for a few months, only to be told that “QuickBooks does not refund for non-usage”. I explained the situation, and was told that "I shouldn't have signed up for the product then". I asked to speak to a manager, she took my phone number, and I never received the follow-up phone call. Is it a large amount of money? no. However, I have been a very active user of QuickBooks for nearly two years now and it is extremely disappointing to see that they would treat a long-term client this way.

Intuit Response

4 years ago

Hi Evan, We'd like to thank you for taking the time to write this thorough review. Our mission is to provide you with a variety of accounting tools that are both helpful and affordable, so it's awesome to hear that QuickBooks is doing just that for you. We'd like an opportunity investigate the Payroll charges you received and make sure this situation is properly addressed. The next time you're free, please email us at [email protected] and provide any case numbers you have in reference to your previous calls. That way, we can find your account on our end and get brought up to speed on this situation. Looking forward to hearing from you, Kristian, The QuickBooks Team

Verified Reviewer
Verified LinkedIn User
Packaging & Containers, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

With QB, we know 'where we are heading'

5.0 5 years ago

Comments: QB has helped not only us but many thousands to know where we are heading in our business, thereby reach our corporate objectives and financial goals and survive in this competitive and challenging business environment by systematically managing resources.
Thanks, QB team for the great efforts you have taken and I wouldn’t hesitate for a moment to recommend QB to any small to medium scale user.

Pros:

The best part in QB is that it doesn’t allow others to toy around when it comes to managing the ‘returns for your efforts’. You don’t need to be an accounting professional to work with QB, but a little playing around with the software gives you a glimpse of the workings and gradually guide you through to become an expert in managing your financial matters yourself or even supervise a basic level staff member in handling your financial matters if it’s a small to average scale business. The passwords systems at various levels ensure the security and prevent manipulation of data by other fellow users. With long years of improvements and with the feedback of users of various levels and a variety of trades, QB has become the leader in this category. QB has simplified most of the bookkeeping tasks in a diverse array of businesses be it services, trading, manufacturing or your personal accounts. It has gone beyond accounting software to function as an ERP in our manufacturing facility. It has become another machine in our plant with no complaints of overwork, no leave, no annual bonuses, and no work stoppages. If the accounts guy is away, I myself take his place with all other priorities. It’s so simple even for those who are not IT savvy.

Cons:

whenever there are glitches, there are enough resources available in the community forums or the Intuit support team. Having said that, I wouldn’t say that QB is the only and perfect system, as there could be glitches during different applications, but with the help of the users, QB team can update the system for better performance for the benefit of all concerned.

Verified Reviewer
Verified LinkedIn User
Financial Services Software, 10,000+ Employees
Used the Software for: 2+ years
Reviewer Source

The Software that any accountant could not live without

4.0 5 years ago

Pros:

QuickBook is the one of the top accounting software. It greatly deals in assisting with fixed asset management, billing and invoicing of income, payroll management, bank reconciliation and others. As an accountant, I have used this software since I can remember. Not only that it is capable of more than enough tasks than any other software I have personally tried, but is very user-friendly as well. The monthly starting price was easy to keep up with and not financially draining at all when I used it before I started working at an institution. The current institution and team I am in highly suggested QuickBook. The availability of tech support 24/7 is a plus for our trainees. QuickBook can also be great for any starting businesses; it tracks invoices, payments, expenses, amongst others.

Cons:

A limitation with the number of characters in names, titles, or products is one of the problems I have faced upon using this software. Being unable to name two projects similarly is also a difficulty at times, since most clients and products have same names. Although these cons may seem fairly important, it is acceptable. The pros, and the usage of this software is far more superior than its cons.

Intuit Response

5 years ago

Thanks for taking the time out to leave this review. I'm delighted to know we're doing our part to keep you on your business on track, as we're proud to be backing you. As you mentioned, you're a seasoned QuickBooks user, and I appreciate your loyalty to us. It'd be my pleasure to pass your expert feedback along to the Engineering Team, as they use your suggestions as inspiration. Increasing the characters and providing more flexibility in naming projects are brilliant ideas, so I'll forward your comments to the developers directly. Before you go, I encourage you to bookmark our Blog (https://intuit.me/2L2zqTv). We use this space to post about new and coming product enhancements. Many of them got their start in the feedback channel because when you speak, we listen. Jess, The QuickBooks Team

Kianja
Bookkeeper in US
Accounting Software, Self Employed
Used the Software for: 2+ years
Reviewer Source

QuickBooks, Not Just For Professional Use

4.0 4 years ago

Pros:

Both QuickBooks Desktop and QuickBooks Online are very easy to use. They can both be customized to fit your companies business objectives. I love QuickBooks online for the convenience of accessing your accounting information from anywhere. I think that being able to login and download your financial transactions is very convenient for a small business owner. It is as simple as reviewing which category (or account, which it is known as within the software) the transaction is assigned to. If you do not have the transaction assigned to the correct category when it is initially downloaded, you can change this within the software in a few clicks. The best part is that QuickBooks Online will remember which category you assigned to the transaction. So, they next time you download transactions from the same vendor, QuickBooks will recognize the transaction and automatically recall the category you assigned the last time. QuickBooks Desktop does the same as QuickBooks Online. However, the beauty of QuickBooks Desktop is that you can create as many "Company" files as you want. I put the word company in quotation marks because you can also use this software to manage your personal finances. Although this is not what the software was created for, the fact is that if you manage your personal finances like a scaling business, you will have a better handle on living within your means. QuickBooks Desktop makes this very easy to do.

Cons:

I am not a huge fan of paying a monthly fee. While I like QuickBooks Online, I am not a fan of possibly paying an increase in monthly cost at any given moment. I also don't like that the mileage tracker is not readily available on the higher versions of QuickBooks Desktop (Starter, Essentials, and Plus).

Intuit Response

4 years ago

Hey there, Kianja. Thanks so much for your thorough review. We love hearing how much you've enjoyed using QuickBooks and how helpful each version of the software has been for your business. You can count on us to have your back for all of your accounting needs for years to come! To find out more about ways we're working to improve the software and offer even more functionality to you, we recommend checking out our Blog: https://intuit.me/2L2zqTv Cheering you to continued success! Morgan, The QuickBooks Team

Morgan
Owner in US
Health, Wellness & Fitness, Self Employed
Used the Software for: 2+ years
Reviewer Source

Easy to use for a small business owner

5.0 5 years ago

Comments: I use Quickbooks to manage my small S Corp business. It has saved me a lot of headache by simplifying my bookkeeping and making it possible for me to do a lot of it myself without having to hire an expensive professional.

Pros:

Many years ago and before Quickbooks was around I had to take an accounting class so I could learn the old school way of balancing the books for my one woman small business at the time. Thank goodness those days are over! Quickbooks has made it so that you don't need to know a thing about the technical side of accounting to be able to keep accurate accounts for your small business. I did hire a bookeeper to setup my accounts which is highly recommended but beyond that once I learned to use the software (which has been very easy and user friendly) I have been able to take over my record keeping on my own. Another thing that I think makes QB great is that many bookkeepers know how to use it so if I do eventually hire someone to help with my books I won't have to worry about them not knowing how to use it. I also really love in the online version how all my bank transactions automatically populate into the account--oh this is such a headache relief! I really hated doing that manually when I had the desktop version. This definitely saves time and hassle!

Cons:

I used to use Quickbooks desktop edition and then about a year ago I switched to the online version. One thing I did not like about the desktop version was that after my version had been updated by a new one I was not longer able to send invoices via email. This pretty much forced me to upgrade to the new version even though I was quite happy using the version I was already using. Also I found the transition to the online version to be a little bit disorienting. The look and feel of the online version is not quite the same as what I was used to in desktop and I have had a bit more difficulty finding my way around. I was also very disappointed to learn that my online QB data does not automatically transfer into TurboTax--an issue that I did not have with the desktop version where it automatically uploaded into TurboTax. While it's not a huge hassle to manually enter the info, it is still extra work that would rather not have to do.

Intuit Response

5 years ago

Thanks a ton for your insightful and thorough review of QuickBooks, Morgan. It was delightful to read about how QuickBooks has empowered you and provided the toolset you needed to remain independent in managing your business. It's great that you were able to take to the program so easily, even without a strong accounting background. In regards to your comments on the differences between Desktop and Online, I have submitted a feedback report to our Product Development team to be reviewed and considered for future updates. In the meantime, should you need help with something or want to learn a new feature, I encourage you to check out our Community website. You can start exploring what available by following this link: https://quickbooks.intuit.com/community/US-QuickBooks-Community/ct-p/community-us Wishing you continued success going forward, thank you again for reviewing QuickBooks Morgan! Clay, The QuickBooks Team

Verified Reviewer
Verified LinkedIn User
Consumer Services, Self Employed
Used the Software for: 2+ years
Reviewer Source

So easy: Quickbooks Self-Employed

4.0 5 years ago

Comments: Overall, it’s a great program for self-employed people with fairly simple business practices... people who are service providers (massage therapists, counselors, interpreters, consultantsc etc). I had more complex businesses so am used to a bit more flexibility than QB Self-Employed offers, but they are mostly preferences than actual essentials (except the Chart of Accounts comment above). I recommend it to everyone!

Pros:

MILEAGE TRACKING!!! The software tracks your trips and you later pick business or personal for each trip. It shows you the address for both origina & destination, as well as time of day, which makes it easy to figure out what the trip was for. QB keeps an updated tally of your mileage deduction for tax purposes. EASY CATEGORIZATION OF EXPENSES: Automatically populates transactions from your bank AND credit card accountant into the ledger, so all you need to do is select which expense category it belongs t! Qb will ask if you want to set up a “rule” so that all transactions from AT&T (let’s say) are automatically categorized into utilities when they are imported from your financial institution. INVOICES Create a template and you can duplicate it later when billing the same person/business. You can easily send the invoice from the QB platform and what the client get s is a really professional, polished email with the invoice in the body of the email, and he receiver can download a pdf if they choose. QB keeps track of paid and unpaid invoices, making it easy to see who you need to follow up with for payment. TAXES: For tax purposes, the reports QB does make saving and tallying receipts a *ridiculous* practice. There is NO reason to ever do your books on excel. Too many mistakes when things are done manually. And it requires SO much time to input amounts, categories, etc. This is all done for you in a fraction of the time using QB Self-Employed.

Cons:

CHART OF ACCOUNTS: I switched which credit card I use as my business card and want to stop automatically importing transactions from the old credit card (which I am now using for personal expenses). You can’t turn off imports for a particular account without losing all former transactions associated with that card/account. This completely changes the Profit and Loss reports. I had to call customer service and they had to do a whole delete thing where now all transactions from deleted accounts are called “cash,” which is misleading and unclear. INCOME: There is only one income category to choose from. I have to classes of self-employed work I do that uses the same bank account and credit card. I’d like a way to assign Income A and Income B, so that when I look at my Profit & Loss reports, I can see at a glance how much I earned from type A kind of work and how much I earned from Type B. EXPENSE CATEGORIES There is no way to add or change the provided categories. I understand QuickBooks does this so that each category that is offered is automatically associated with a particular tax deduction item approved by the IRS, but it would be nice to be able to add a category that suits my business and select the associated IRS deduction category when setting it up. INVOICES You can’t make up your own invoice numbers. I would like use the same first 2 numbers or even letters for each client I invoice, but you can’t. You have to use QB’s automatic numbering system.

Shannon
Office Manager in US
Law Practice, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Highly Recommend Quick Books

5.0 3 years ago

Comments: The biggest benefit for our business is the "Insights" tab, which works on Accrual Basis Accounting. It provides our net income at a quick glance within a certain time period of our choosing along with charts showing our expenses, income, and net income It also gives previous year income comparison, top customers by sales, business growth, and net profit margin by using charts to make it easier to comprehend the data. The "insights" tab is also flexible on any date range that is chosen by the user.

Pros:

Overall, I'm very happy with Quick Books and would recommend to any business owner. I really like the memorized transaction list, where I can just automatically have recurring payments deducted from my system rather its monthly, quarterly, or yearly. It can also be set up as a reminder when certain bills are due for payment. It's very easy to load, keep track of your vendors and your customers as well as your own company data such as chart of accounts, and items or services that your company provides. The report center is very user friendly with reports already available by just adding a date range, and it also offers the user to create their own costume reports.

Cons:

I do wish refunding clients with credit balances was a little easier. The system does work, but you need to have an invoice generated with charges before completing a credit memo to send a refund check. Our type of business is a lot of prepaid work, and sometimes the cost comes under, and I just want to refund without creating an invoice. Perhaps there is a simpler way, and I just need to learn how it is done.

Intuit Response

3 years ago

Thank you for sharing these details with us, Shannon. This feedback will help make the wanted changes become a reality. The details on how to easily refund your customers in QuickBooks Online can be found here: https://quickbooks.intuit.com/learn-support/en-us/accounts-receivable/record-a-customer-refund/00/186177. Wishing you a successful business year! -Hannah, The QuickBooks Team.