QuickBooks Online Advanced Pricing Overview

Their platform is easy to learn how to use.

Their customer service is entirely lacking and unprofessional, they tell you they will email and supervisors will call you to help you but they do not.

Quickbooks is the most unprofessional business I have ever worked with; their lack of customer service and communication is unparalleled. They claim to care about their customers and want them never to feel taken advantage of, however when they decide to "hold and review" a small business' deposits for services already completed they are allowed to hold it for 270 days or make you return it to the vendor while charging you a 3.4%+.25 fee for doing the transaction at their discretion. On 12/16, we had three invoices paid by a customer and quick books decided since the amount was a large one they needed to hold if for review, I understand that banks will hold a large deposit for a couple of days to a week if it is a large amount until it clears, however this was not the case they asked for us to provide 6 months of bank statements, a contract signed by our customer, the customers billing information, signed invoices, and a questionnaire answered, just to get the deposit that the had already charged us 3 percent to hold in their account. We called many times and tried to chat with an expert also to be told over and over the same thing, we just wanted the transaction reversed so our customer could send us an ACH payment, but we were told they needed to review this further. Skip ahead 2 weeks we had agreed to just have funds deposited because we were told they couldn't reverse the transaction and agreed to pay the initial 3% fee if they would deposit, and they decide to tell us they are uncomfortable funding this transaction and they would not give a reason even though we have been doing business with them for over 2 years and our customer is completely legitimate. They said our only option was to refund the customers money through our merchant account and that it would cost us another 6800 dollars to do so, but they may waive that fee for us since they were making us return it, but it was not guaranteed. However they would not return the original 6000 dollar transaction fee that had to stay on our account???? So in essence, what they did was take an interest-free loan with our 200,00 dollars and hold it in their account for three weeks and charge us almost 6000 dollars to do so. We followed their directions to return the funds and now that transaction is on hold for review in our account, our customer cannot pay us until they see that money in their account but we have completed these jobs over a month ago and who knows when we will get our money paid to us. We were told the case was being escalated to supervisors multiple times and we received no communication on this, we were promised email updates and never heard anything. We had to spend hours every day for weeks on the phone and online chat to try to get answers from these people and ended up no better than when we started, when we finally did get a hold of a supervisor, he said things like this happen all the time and their company is a joke that does not care about their customers and it is completely unfair, but they don't have the power to help with anything either. JUST RIDICULOUS!!!

QBO is a very user-friendly software for small businesses. It's very cost-effective, and unlike much other accounting software that cost a lot of money. QBO is integrated with banks and can easily sync your bank data and also is integrated with Expensify. It has a nice COA and can easily be customized

It'd be nice if QBO had the capability of customizing reporting. I can't think of much dislike about the product, given how cost-effective it is and easy to use

Having to upload bank information and expense reports and overall, all of our accounting needs. So far everything is working for us the way we want it.

I love the ability to customize QBO to do what we need it to do. We have developed custom price books, and we can set-up price books with custom dates to reflect special promotions. We can create custom fields to show the information that we need. We can also create custom reports with the information we need. QBO can be molded to do what we need, not someone else's idea of what we need. That is what makes it great!

The least helpful thing about QBO is that we cannot see a report of what items are on estimates. We can only see a list of estimates. When planning for allocation it is difficult to determine what is needed without using another software program. Another thing that i do not like is that when I invoice a partial estimate, we can only invoice by the dollar amount. We cannot invoice by the quantity. This can be inconvenient, and sometimes causes partial items to be invoiced.

We have been able to set-up price books to work with QBO and keep our costs consistent. We are also able to create custom reports easily. This aids in inventory management, cost management, and time management. The ability to receive payments directly through QBO has also been a benefit not only to us, but to our customers as well. It adds a sense of security when they pay online versus mailing a check.

I like that the expense and inventory management both work well. I find the software easy to use and helpful with managing both my customers and inventory. I like the ease of use. I like using the software online. I like that my partner can access the software too. I like that I can easily log in anywhere I am. I like that QBO has increased my productivity and my employees. It is good to see that money is being managed well and our parts are fully stocked. I really like that I get a lot for money with QBO advanced. They have great customer service and support. You will not be disappointed!

I do not dislike anything about the software. I highly recommended this to other business owners! You will not dislike what this has to offer for you and your company. QBO is a great way to stay connected and organized! I have used other software in the past and this is by far superior.

QBO Advanced is helping my business stay organized while manufacturing. The inventory tracker helps a lot. Also, it is easy to track expenses and payables. Very easy to navigate through the software. I am tracking expenses much better than I was before I had QBO advanced. I feel more in control of ordering our products on time. The online tutorials are very beneficial and it is easy to get someone on the phone for any assistance too. I have realized how quickly you can clean uo your financials too. The problem is had was my accountant could not stay on top of things. QBO allows me to be ready for payroll, taxes, expenses and inventory!

Ease of setting up multiple users with customized access where needed. Ability to have all our accounting from Estimates to purchase orders to invoices and job costing all done in one place. Syncing with the bank to review transactions cleared recently. Ability to migrate with our crm program to process work orders into invoices with a click of a button vs re-typing all the information. The projects tab is great for getting job costing done on projects and figuring out the gross profit.

Cannot have different email phrases programmed in to choose from when emailing invoices. Cannot process credit card payments automatically when invoice is created on customers that have credit card saved. I have a list of credit cards saved and have to manually apply those payments each month. Would be nice if the system could handle that automatically. Would like to be able to create completely customized reports with data in quickbooks vs customizing reports already in there and having to export to excel to customize. Wish it could detect duplicate addresses or names so customers are not entered twice into the system. On projects, would be nice if could add in an overhead cost on project to get net profit on each project.

Getting all quotes and pricing into one system vs multiple places stored within company. Storing mileage for the owners personal vehicle. Ease of each dept head to see customers invoice payment status and call without having to contact accounting for this information. Ability to save payment information for customers securely. Ability to sync with my bank to review transactions immediately and makes reconciling at the end of the month so much quicker and easier! My CPA has access to our company financials to do the annual taxes and I don't have to gather information for them, makes it much easier.

Great for growing small businesses. Great value for the price. It's nice to have the system in the cloud. The advanced reporting from Fathom has been very helpful. We have started tracking financial KPIs and can more readily provide that information to management. We also like the many apps that are available to connect with QuickBooks and are continually reviewing if anything will help our efficiency.

Lack of customization for mid-size to large businesses who are very data driven. We feel eventually we will probably outgrow this software. Also, QuickBooks Desktop still has much more customization and features than QuickBooks Online.

Fathom reporting has allowed us to start tracking KPIs and create management reports that were not available before. Unlimited classes and accounts has helped as our business expands.

It is easy to learn and to use. I saves me a lot of time to do bookkeeping. I think it is professional to know what function we want to have and how it can improve work efficiency.

Cause we are selling products through Shopify, cause the purchase price is different each time. For more accurate recording, we have to change product costs manually. It cannot trace cost of goods sold using FIFO or LIFO automated.

I can trace refund and sales receipts easily. We can access some third-party software to change or delete sales, invoices, and other recordings at one time. That is very efficient when we want to do bundle change.

Fairly easy to use. Lots of assistance available. Allows you to have multiple areas open at once for ease of getting from one area to another Works with classes and locations to split your transactions further Batch entry of bills and expenses Bank connection which makes it easier to do bank reconcilations Custom Reports I dont use the payroll feature as we have a PEO. Allows you to track inventory. Like being able to view recent transactions and logs to check when a transaction was entered if entered incorrectly to go back and make any adjustment. Backs up regularly so easy to retrieve a back up if their are errors with transactions.

Moving from desktop version was time consuming and needed a lot of manual journal adjustment. Some areas could do with being easier to use and assistance with moving over was not very knowledgeable from quickbooks employees.

Quickly entering multiple bills and expenses with the batch feature speeds up time. Bank reconciliations don't take as long with being able to upload transactions directly from the bank Custom reports make it easier to see how different areas of the business. Using locations and classes to further split areas. Inventory control, adjusting inventory transaction log and backups make it easier to revert back if you make a mistake Support and feedback option great so you can easily request support and provide feedback on any features you may wish to add.