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QuickBooks Online Advanced Reviews: 4.5/5 — Highly Rated
QuickBooks Online Advanced is an online accounting platform designed to help growing businesses lessen their manual work by importing and sending hundreds of invoices and expenses at once. It also allows businesses to integrate preferred apps seamlessly. Users can also add and edit data using spreadsheets in bulk and sync it back to QuickBooks.
| Company | Intuit Inc. |
|---|---|
| Year founded | 1983 |
| Company size | 10,001+ employees |
| Headquarters | Mountain View, California, United States |
| Social Media |
| Capabilities |
AI
API
|
|---|---|
| Segment |
Small Business
Mid Market
Enterprise
|
| Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
| Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| Training | Documentation |
| Languages | English |
Compare QuickBooks Online Advanced with other popular tools in the same category.
It's very fast and efficient when handling multiple orders, bills, invoices, purchase orders, payments. etc.
It does not have the ability to be a CRM in itself
Keeping up with the sales of the business and seeing where we fall short.
Things I like best are the callback feature and the responsiveness and knowledge that I usually receive whenever I talk to someone live or through the chat.
I feel as though the live chat is usually slow. I am not sure if they are handling more than one person at a time so it takes awhile for them to get back to my chat box or whether they are using that time to research.
I like the ability to be able to access the account through my phone. I wish the reporting was more in depth with the mobile version, but it's still a great feature.
Easy to set up and learn, scalable for growing organizations, often updated with new and helpful features, and portable for remote work.
Anything has limitations - If I could wish something to get better, it would be auto -match settings for banking transactions to get a little more sophisticated. Right now I end up with a bunch of mismatched transactions if I let the auto settings run too freely. But, like other features this may also improve with time.
Im keeping my organization's books organized including receipts and newly, bank statements uploaded directly to the account reconciliation!
I like the Smart Reporting feature with filtering and sorting options.
I dislike that some of the integrations do not work well and I have to still manually import some account transactions.
I use QuickBooks Online Advanced to manage bills and to keep up with contractors. It makes issuing 1099s easier at tax time.
EASY TO NAVIGATE - HOWEVER I WISH THAT DEPOSITS & EXPENES CAN BE ALLOCATED TO VARIOUS LOCATIONS LIKE IN TEH journal ENTRY IN ONE TRANSACTION
I DO NOT LIKE THAT ONLY ONE LOCATION CAN BE USED IN DEPOSITS & EXPENSES - I WISH THAT DEPOSITS & EXPENES CAN BE ALLOCATED TO VARIOUS LOCATIONS LIKE IN THE JOURNAL ENTRY IN ONE TRANSACTION
I WISH THAT DEPOSITS & EXPENES CAN BE ALLOCATED TO VARIOUS LOCATIONS LIKE IN THE JOURNAL ENTRY IN ONE TRANSACTION
There are a lot of online resources available for my non-profit and customer support is 9/10. The features that are available with the Advanced version are a good value. Operating in the cloud is critically important, particularly during a pandemic when our staff is now working 100% remotely. This was the best option for me to see the data in real-time along with my accountant, who is a consultant and not an employee of the organization.
There are a lot of features available so the UI can feel a bit clunky and might be overkill for some users.
Integration with time and effort allocation software was important, and the ability to integrate easily with other software to support some of the lacking features for compliance is key.
Quickbooks Online Advanced has a very simple interface that allows me to find what I'm looking for very quickly. I also like the online videos and tutorials that I can use if I want to learn more about a specific feature from Quickbooks Online Advance. I am very interested in being able to use their certification resources as well to get more in depth knowledge on things I may not have known about before. I also like how you can export reports into excel sheets. I find it really helpful when trying to share information with customers or trying to see funds from a specific project
The least helpful thing about Quickbooks Online Advanced is the customer service. It has been hard in the past to get a hold of someone to talk to and ask questions. I sometimes do not have the time in the day to wait considering it can get busy. I also believe that the interface is fine how it is, but I wish it could be even more customizable and I can move things around the way that makes sense to me.
Some problems I am solving with Quickbooks Online Advanced is that for new employees it can be a little difficult to navigate through if you are not familiar with it yourself already. There are a lot of features that at first can be confusing, but prove to be very useful once you get the hang of it
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.
I like the reports the best. It helps us track where we are spending our money monthly so we do not have to do it manually. Very helpful. I really like the search capabilities, how you are able to search by address and phone number not just the persons name.
I would like more report options and maybe the ability to make them into pie charts like on the dashboard. I dislike the feature that logs you out after too long of no use. I understand it is probably for security purposes but it can be difficult when I have a client on the phone and have to wait to log back in into quickbooks and look up thier information. It would be nice if there was a feature that we could change the amount of time until it logged us out. Also the admin creating other accounts it can be difficult to create the roles and get them to log in appropriately. The app also is awful.
We are keeping better track of our spending and when we are getting payments. We have realized the benefits for the bill transfer is nice but sometimes it would help if the email notifications gave the invoice number it was attached to so we could track it better.
I like that you can log on and work anywhere with QBO Advanced. I also love that we can create unlimited classes, our company is very class heavy.
I dislike that I can arrow through journal entries and written checks with ease, like I can with QB desktop.
The benefits with QBO Advanced is having a real time bank balance without having to enter expenses and revenue first.
The aspect I like about quickbooks the most is I can work online and if co-workers as me for info I can access it very quickly. Overall, I like the simplicity of the system. I like how I can work from anywhere and it is easy to use. The customer support is also always friendly and ready to help.
The least aspect I like about QBO in having to download the cloud information if I needed a desktop version. I have tried it before and it was a long process. I wish this process can be simplified when I decide I don't want my financial information in the cloud. Besides this it has been great working with QBO and will probably use QBO self-empoyeement for the rest of my life regardless if my company uses it or not.
I am able to have more chart of accounts and this helps me be able to distinguish my costs. I am also able to add other co-works as managers or viewers so they can look up transactions or check on the work I have been inputing.
I love the ease of use in QuickBooks Online Advanced (QBOA)
I dislike the fact that QBOA does not have a copy and paste feature for journal entries. I also dislike that there is no JE import feature.
QBOA allows us to measure our performance period vs period. This information is vital in executive decision making.
I can access it from anywhere and sending invoices is a breeze!
Get locked out and have problems loading often.
Giving our staff access anytime, anywhere. We are more quick with our customer service and order processing.
Cloud-based with continuous online backups. Don't need to worry about saving and backups on your own. The cloud-based software has been instrumental during the pandemic. Great app integration for productivity.
Limited reporting flexibility - canned reports only. Not exactly suited for nonprofits, but it works. We use the class for fund accounting but there is no multi-year report for one specific class (can only download transactions by class for your own analysis, which is okay, but takes longer.) Alternatively, if I wanted to do a wholesale analysis of my whole organization, I can't! There is no way to download a basic flat file of all transaction lines for everything.
Online billpay has been very useful during the pandemic. Accounting by classes allows me to track restricted funding from a nonprofit perspective.
QBO syncs your transactions into your books. This saves tons of time over manually entering them or even importing via .CSV file.
They have raised the price twice since we signed up, and there are constant advertisements for additional services cluttering up the screen.
QuickBooks Online really is quick. Categorizing transactions is super quick.
QiuckBooks online accountant bring together flexibility and efficient. Make a financial soundness and value adding investments. It is the best accounting software. It expands the business and open doors to new client by partnering with a leader in small business.
It uses modern technology not suitable for uncomputerised people . It requires a higher level of technology hence not suitable for people living in rural areas.
We are growing the business by selling or referring intuit solutions.
Simple to use for both finance and non-finance users.
Doesn't always conform with generally accepted accounting principles, have to find workarounds often.
Can interface with many other products at some level. Simple enough workarounds.
For a small business, non-profit, or similar entity, QBO's mobile and on-the-go usability are unparalleled. For someone without a four year degree in accounting or bookkeeping, it's the tool they need to get a concrete understanding of where there money is coming from and going without the complexity of industry-specific accounting software. For someone with a four-year degree like myself that wants to take a look when consulting or auditing, it's remote optionality bypasses the need for clunky desktop software.
There's a balance between being user friendly but overly simplistic, and if I'm honest, QBO leans just a tad to the latter. It may not feel overly simplistic to the business owner or other users, but the page-by-page step-by-step process can get a little unwieldy if one is trying to catch up on document entry, cutting checks, or reports.
As I used the software while at a bookkeeping firm in college, the main solution it kept providing was a record-keeping method for people that didn't naturally incline themselves towards keeping records.
Dashboard usability, invoicing is easy and overall it is easy to navigate through the site to find what you need.
Project feature isn't helpful, we have many clients with multiple projects and this feature doesn't work for our business.
Invoicing and our accounting books.
I can always count on quickbooks to tell me when there are errors, and helps with taxes at the end of the year.
It can be very confusing. You have to really understand what you are doing.
The money that is coming in and money being spent.
QuickBooks Online Advanced is very simple to use and has all the basic functions that you would want in an accounting software for a small business. I am on the platform everyday running reports, categorizing banking information, reviewing accounts payable and accounts receivable, etc. It also integrates easily with a lot of other softwares, so all your needs can be met.
The inventory function is very basic, which has led us to find another inventory management system, which is integrated with Quickbooks to give us accurate inventory.
QuickBooks Online Advanced is our business' source of truth in finance.
Convenience and easy to share with management. But it lacks some of the features of desktop, such as job costing and some payroll features.
That you can't do many of the same job costing and ERP advances that Intuit has made with the Desktop version, but the convenience outweighs that.
Being able to use the software in smaller companies that don't have a server to share QuickBooks.
What I liked best about QBO is their reports
I dislike their support team not helpful
Unable to clean up clients and users
The platform is very organized. Every feature is well-labeled. It looks less sophisticated as compared to the desktop application. Comparing it with other applications, a few changes could still be made to make it very easy to use.
Nothing in particular except for the fact that it seems pretty technical. Someone with less accounting knowledge might need more time to understand how it works.
It has provided cloud storage for all source documents. It also aids in the easy preparation of financial statements and makes reporting those financials very easy.
The helpful thing about quick books online advanced is that the way it is designed to simplify accounting for mid size and growing business and how the data is secure.
The disadvantage is that it's starting cost is $30 per month and that includes only 1 account user and does not offer time tracking, bill pay, inventory management.
That how it integrates hundreds of third party app, including love, in house book keeping and how easy it is to share information with the accountant and how they have Monday to Sunday phone support and live chat assistance in all plans.
It's more faster as compared to previous versions.
There's nothing to dislike about software.
Invoice processing more faster.
I like how easy it is to make changes to customer information and how it tries to auto-complete the work for you, so you don't have to. It's also lovely when it syncs credits and payments so that they cancel out on their own, and you don't have to go and manually do it. I really like how it connects with your bank to download all your information to simplify reconciliation.
I don't like how when it downloads bank info, it groups the deposits and doesn't sort them out by their indivial sales amount. I also am not fond of how lately I have had to manually record my credit payments to my invoices to show credits used. It used to do it automatically, but now it doesn't. I'm also not sure I like it when I'm pulling up a report, and it always shows hints and tricks even when I have that option turned off.
I can make corrections faster and see where we are overspending money. The customizable reports make it easy to break down spending reports by specific suppliers or employees and see where prices need to go up or demand has gone down. It also allows us to keep better control of our inventory ordering and now just have everything lumped into one caterogy.
I am not a fan of Quickbooks, and I don't prefer it over any other systems.
I don't like setting up a vendor; we have to set it up for each property and entity separately.
I set up vendors for corporate entitites.
Easy access and seems to help find issues when they arise
When using it for the first time I was having major issues uploading previous invoices on top of having trouble setting up a cycle to the bills. I spent many hours perfecting and had no issues since
That it is easy to maintain communication and find online resources if i am limited on time to fix issues
The most helpful part I like about QuickBooks is the all in one business management and accounting management process. It helps make the process of managing sales and keeping statistics all in an easy to sort storage.
The only thing I dislike is display of user interface. Lots of information available but need to be all linked up in a chronological process for to ease newbies into the platform.
I am solving the problem of managing inventory with an easy and smooth process. Keep track of sales records and process orders with automation. This has greatly improved performance.