QuickBooks Online Advanced Reviews: 4.5/5 — Highly Rated

I love the analytics feature which allows you to see how you stack up against your previous performance.

I wish the training was better. If the training was continuous and was able to track your progress, that would be great!

I use QBO Advance to grow my freelancing business. The reason a business is going to fail is going to be because of money issues in the end.

It allows you an unlimited chart of accounts, classes, and locations. You can easily send invoices and allows clients to pay online.

They have not perfected the statements. You can't customize statements, and there is no way to send a payment link with a statement.

Allows me to share access to different users with customizable user roles. It saves me time by allowing users to access the data they need without my assistance.

The robust list of reports that come with the account and the ability to make custom reports as well as automate those reports

Becomes slow and a bit cumbersome to navigate after a couple years of data are added to your books. I wish pages would load faster and that custom roles could be super customizable.

We now have dynamic real-time information in regard to our firm's financial position that can be accessed from anywhere as long as you have wifi or cellular service.

I can create all sorts of "accounts" 250 at current pricing level. Allows me to really drill down to match revenue with specific project.

I have not had great luck creating custom reports. I haven't quite been able to get the report I need although the built in reporting module is robust.

Matching revenue to specific projects to determine profitability/needs/losses.

Quick Books allows me to enter all of the financial details and it has amazing reporting, keeps it organized, and is exactly what my accountant needs.

Some functions are confusing--- learning the process/program takes a little time.

It holds and organizes all of my financials.

The reporting function and bank feed is quite convenient

I wish that quickbook allows you to open any clickable link or transaction in a new tab instead of having to click into it and going back out each time

Able to login from anywhere and anytime, pretty seamless, able to do business financials with ease

QBO allows me to do bookkeeping from anywhere and helps with efficiency.

I'm pretty satisfied with QBO for the most part. It can be slow to load at times but manageable.

I save time and can easily pick up where I left off.

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Easy to find answers to questions about the product.

Complicated to figure out when first using.

Easy to track profit and loss with the software.

Qb is reliable, easy to set up an use and intuitive. A good solution for small to medium sized businesses with plenty of online resources (both official and unofficial) to guide you through every aspect.

There is some obvious missing bulk functionality that slows us down.

QB has allowed us to streamline client invoicing and sync up our Salesforce to make creating invoices easy.

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.

I love that even if you do not have ANY formal training of knowledge in the accounting field this program is still easy to learn and use. The best part is that if you need help with anything there are several options to fit your needs. You can chat with a rep, hold to speak to one, or have them call you back. They also can remotely access your computer so they can see what you are doing, identify the problem and guide you through a solution.

As with all things in life , continuous improvement is a must. With that being said QuickBooks could improve the process for entering inventory. At the current moment you have to enter each item separately and click several buttons on different screens. When entering large quantities of inventory this is time consuming. It would be awesome if you could enter many at once. Another awesome feature would be to import vendor invoices to QuickBooks as it can be time consuming entering high volume of invoices for one particular vendor.

We are able to easily see the AR and AP for our company helping us be more efficiently and have better control of our cash follow.

Entering and tracking inventory and all financials was made as easy as it could be for an accounting novice like myself. We didn't realize the business was going to grow so quickly and started keeping track of sales and inventory on spreadsheets. We tried a less expensive software but it didn't provide all of the features that we needed and thankfully we learned this before our business became even more complex.

The ACH fees are high and the customization of invoices and packing slips are limited.

There are many advantages: complexity of product inventory has become easier to navigate and track from the time of purchase to the sale; we can run reports on just about anything.

Ease of Payroll. Access anywhere, anytime. Easy to train users.

Needs to be more robust for manufacturing, distilleries, construction and for beverage retail. Does not integrate well with Square, SOS Inventory, or Whiskey Systems. There isn't a lot of info on upgrades that have happened or notice about associated tutorials. I've had to dig for those myself.

Solves for most financial needs. Recent integration with TSheets is great.

I love the ability to track and pay bills, invoices, reconciling our organization's credit cards. The user friendliness is the greatest benefit of this software.

The price point per month is a little high for us right now.

I love the ability to send out automatic recurring invoices.

The user interface is simple and easy, and the reporting capabilities are powerful.

There is not anything I can think of that I dislike

Bookkeeping and accounting for small non-profit. Financial reporting, including budget vs actuals reports.

Ease of use, and a lot of additional features to help track accounting data.

Still need more time to learn all of the features to be able to take full advantage of the software.

Quick and fast financial reports with projections. Helps us make informed business decisions.

We had two primary reasons for making the switch - integration with our primary 'association management system' and on-line access for board members to advance transparency. The integration with our AMS was easy to set up (as far as the QBO side goes) and it working as expected. We moved to QBO from QB Desktop, and the integration is MUCH better with ABO than desktop in terms of amount of detail and accuracy in activity pulling into proper accounts. Having custom user roles for board members to provide oversight wasn't possible with desktop.

So far there isn't anything to dislike that isn't just a part of the learning curve with getting used to any new software system.

As mentioned above, the improved integration and transparency for board oversight have been solved. QBO's integration with Tallie, Tsheets, etc are also saving us a lot of time and effort... as hoped.

Robust features satisfy our business needs

There are a couple of limitations for larger/more complex companies (ex. consolidations)

Faster and more accurate bank reconciliation info, ability to integrate with other applications, customized and saved reports are a time saver

Love the cloud based system. QBO is easy to use.

Wish the Budget versus Actual reporting had a better format.

Our reporting is more robust now.

I love how easy it is to customize things to our company model while still keeping the options simple. This version is also nice that it tracks what has been invoiced from an estimate.

If you have two people trying to update the same estimate, there is sadly no warming that someone else is in there until one tries to save their work. Sometimes we have to check taxes in invoices and estimates as it can be wrong often.

We are a small company so you can't beat the price for the services offered!

QBO has been a great tool for our team to handle the financials of our ever growing church. It allows us to handle all AR and AP accounts while also integrating well with the other products we use on a regular basis. Once you fully understand the workflows and set-ups, QBO is a tremendous tool.

The transition from Quickbooks to QBO was a slower one and at the time the resourcing was harder to find so a lot of the time was spent learning it hands on. While this is also helpful, it slowed down the speed at which we were able to move as an organization.

The custom reports and project management tools have been the biggest benefit to our organization. We utilize those on a daily basis and allows content check-in on how different teams and departments are doing.

Super easy to use and just as easy to learn and master. There are so many helpful features and I find myself discovering new tools and tricks all the time. As a "newer" member of the accounting world, I love the ability to go back and edit invoices, bill, journal entries, etc; it's great teaching tool. I can't forget the endless amount of online support from other users through online posts and YouTube videos. The QB support is just as equally good!

There are so many features that it's hard to learn everything all at once. I find myself struggling with something for a while only to learn later on that there is an easier way.

The ability to work from anywhere is amazing. I don't have to worry about logging into the VPN and hoping the connection works.

My company has been using this product for over a year now. It was the best decision we could have made. It was an easy transfer of data from our old system to quickbooks. The software is very user friendly and if you need assistance there seems to be help available 24/7.

Not being able to copy and paste from an excel spreadsheet more than one row/column at a time

The benefits that we are most happy with is having our software cloud based, so that we can work on task from anywhere.

It keeps all my sales in one place organized by each client. Allows me to review my transactions and look at outstanding invoices.

I keep having to log -in if I step away from my computer for a few minutes. The time is too short for when the program shuts down.

Easily invoicing my clients by email and eliminating paper invoices

The unlimited classes feature. We create classes for all our fundraising projects which allows us to run helpful reports to determine how successful they've been.

I can't always find what I am looking for, or figure out how to do something. Which is why I love QBO customer service. They are fast, friendly and always resolve my issues.

With Sales Receipts and the deposit feature to attach each sales receipt to the applicable deposit, we can easily reconcile our receipts at the end of each month to true up against our CSM program. Even though we haven't been able to link the two software programs together the reports available make the end of month reconciliation fairly smooth.

I love that I can bill, collect funds, issue purchase orders, create bills, and customize all kinds of stock reports to suit my needs, and those of my employer.

I sometimes wish there were more reports available without upgrading.

We have all our accounting in one place. Income, expenses, purchases, payments, it's all right here.

Quickbooks is fairly straight-forward and easy to use. I like that I can send my clients invoices directly to the client.

Sometimes it can be difficult to train others to use it since it's different than the desktop version.

Easily manage our bank accounts online.

I like that Quickbooks online is not just for people with accounting experience, but can be used easily by anyone who knows how to use a computer. The user interface is very easy to navigate, and always updates in a useful way. Quickbooks Online gives me the ability to quickly invoice customers with presets for products that I use a lot.

I do not like that Quickbooks Online changes the user interface so often. it makes it harder to keep up with all the changes. Sometimes I will log in, and something will be brand new -- which makes it hard when I am just trying to go along with business as usual.

We are solving a host of problems with quickbooks online. It makes it easy for various users to help with the light accounting, including from the go. If we have a problem, anyone can solve it from anywhere and that is very important to a small company like ours.

The convenience of QB online is outstanding!

We experience too many glitches which can be frustrating!

We had issues with our purchase orders printing out without all of the information. This is something QB has been resolving.