QuickBooks Online Advanced Reviews: 4.5/5 — Highly Rated

This software has anything and everything we needed, from employee handbooks to easy to use chart of accounting system! The system being cloud based was the biggest sell for the software. Some of us have children and have had to work from home so this software made the business continue to run smoothly and efficiently with all of life's changes.

The only thing that I dislike is there is no AIA Billing feature that uses the AIA specific forms. More construction companies are going to the AIA forms for there contracts and billing and while Quick Books does have the capability for percentage complete, there is no option to put that billing on the AIA pre-printed form. With this system having so many options and amazing features it's hard to truly find anything to dislike. There is so much available support and training it may be something as simple as knowledge that could help with something that is disliked.

The cloud based system solved all the problems we were having. We started a new company and it was so easy to have a new fresh system to give us the second chance!

On Demand Customer Service with a REAL Human. I LOVE this. I have spent hours on the phone with reps who are 100$ willing to go step by step to either correct my mistake, and/or teach me how to use a tool.

So. Much. Information. It's a lot, so many tools that I don't know where to even begin learning about all of the things that could help my company thrive. I am constantly finding tools that I could have been using, and honestly should have been using since day one. I wish that there was more hands on support and that QB's had you do some mock applications of each of it's tools before you used them.

My books are a mess. I cam to QB's with zero knowledge of accounting, so every step has been a learning curve. The biggest benefit is being able to call someone who knows about this product who is in the US.

Ease of use and customization. The custom fields really help!

I dislike the fact exporting data to create my own dashboards is tough. Have to use 3rd party software

I am able to report on levels I could not previously

Quickbooks has been great for someone new to the accounting world like me. The software is easy to navigate, highly intuitive and anyone with a little knack can learn to use it pretty quickly. Not only that, they have great online teaching tools. Did I mention how nice it is to view numbers in infographs? They look so beautiful!

The only thing I haven't enjoyed so far has been the time it has taken to learn reporting. They have some great preset reporting tools, and it's just the time it takes for me to figure some things out. So really, no fault of QB. I've only been using it for 2 months but so far so good.

We've been able to reconcile our bank accounts much quicker and smoother. That's been a real nice feature and helps us to get a better (and more accurate) picture of our actual numbers.

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 love the ease of use of QuickBooks Online Advanced. I am not a fan of accounting but love how easy it is to keep all the information I need organized and have data readily available at my fingertips. I especially love the capability of using it anywhere in the world. I traveled to New Zealand earlier this year and during the 3 weeks I was away, I was able to take care of payroll and keep up with my business.

There is nothing I dislike about QuickBooks Online Advanced

I love the reporting capabilities.

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.

it's cloud base storage helps me access it from anywhere in the world. it has a variety of different ways to edit out forms and other tools we use.

it's not as cristalizable as previous desktop version.

online payment from customers via CC or ACH had been helpful.

Very easy to use and since it is cloud based, you are always able to view your accounts and financial information. Also, it is easy to share information with your CPA.

The fathom dashboard is way too complicated and doesn't read our data right. We do not use it.

Quickbooks Online Advanced offers great customer service support

Access to the self paced trainings, after going thru them all, QBO is easy to use and a great resource for any business. I enjoy that it is continually improving and the team at QBO are adding additional features and services monthly. Love that I can upload a bill or email it into the system and the AI will read it and prefill the fields.

The interface is intimidating at first coming from QB Desktop versions in the past. But after training, the comfort level is there and becomes second hand. Wish that while using the Bank Receipts function to enter scanned/uploaded bills/invoices, it would allow to add multiple lines for those bills that include more than one thing.

Upgrading to Advanced from Plus gave us the Performance Center and more control on access levels for employees that only need to access customer info for sales and not the entire businesses financials. Adding additional custom fields allows greater control and options for tasks down the workflow and for reporting purposes.

I love how easy it is to use! I can login from anywhere and on any of my devices! You can't beat that for accounting software!

The vendor center could use some sprucing up. I liked the desktop version where it didn't have the main vendor menus, but each vendor had their own details. I also liked the ability to add a vendor without having to go to a different part of the vendor center.

We have moved from MS Dynamics Great Plains software and it's been a whole new and easy work load for the accounting team! We've saved money at the employee work level for sure due to not having to jump through so many hoops to accomplish one task.

portability, can access from anywhere. great from anywhere.

Missing some important reports. and missing some shortcuts.

work from home is a major fix.

I love how easy this is to process a payment for a customer.

The times that it freezes up. It won’t let anything load.

Funding is quick. Fees aren’t bad. Customers get automatic receipts.

easy to use from any device. We have many clients who are on Mac and it is hard to share data across different types of devices. This works perfectly for that.

there are some quirks like uncategorized assets that sometimes result in double entries.

makes it easy for us to share data with our clients

I love the fact that you can access the program online from anywhere rather than being stuck at a desk or business. I

I don't like the fact at once you move on to a different part of the program you have to restart what you were doing.

Basically just organizing unorganized sets of books and also being able to just have access eerywhere i llove it.

I prefer QB online to the desktop version. Online is very user friendly and responds quickly and easy for me to figure out.

Not all online bank accounts easily connect to QB and it’d be nice if they did. But it’s just another step or two to download the transactions to QB manually.

We do all clients’ bookkeeping on Quickbooks online and the reports are easy and simple to use to narrow down any issues. It also catches errors for you and troubleshoots for you.

I love the economical prices and how it actively connects to our banks to pull in transactions.

It can be a little daunting to get started and the initial setup help could be better.

Quarterly financial reporting and W-2/1099 forms at the end of the year

I love how easy it is to track all of your expenses and income. Being able to link directly with your bank account makes bookkeeping so easy. Being able to track your vendors for 1099s, even just being able to upload images into each transaction is great, upload a picture of the receipt or invoice and then toss it out. There isn't much I don't like about QuickBooks online. I love how the chart of accounts can be as simple or as detailed as you want it. It took a little while to get used to after coming off of the desktop version but I would never go back. This is definitely the way to go.

The only thing I don't really like are some of the usability functions, like the back button doesn't always bring you back to where you were, especially in the reports or chart of accounts screen. I also don't like how, sometimes but not always, it will remember the last transaction date and use that on your next transaction (if I enter a bill for one vendor with a specific date, sometimes if I go to pay another vendor sometimes it remembers the other date and all of the sudden I am making a payment dated 2 weeks ago) Its an easy enough fix if you happen to catch it before printing the check but still a pain.

Having an up to date and accurate bank balance is great

QuickBooks online is super intuitive! I started using with zero booking experience and now have multiple clients I do books for!

I wish the mobile app was better. It’s very limited. I just went on to look at a vendor invoice and couldn’t find it.

Do all booking from invoicing to paying vendors and tracking expenses. Great reporting, easy to use and love it being cloud based so I can access anywhere.

I can enter and create invoices via phone. Can also enter payments and balance books all from my mobile phone.

Can’t chnage banking information remotely Via phone. Have to use laptop or desktop to completely change.

Simplicity. Many contracts call for immediate payment. QuickBooks Online allows on siteninvoice creation and dissemination

How user friendly the website is to self explain to all employees using this site in our daily usage.

I do not have any dislikes about online QuickBooks

Small business accounting

So easy to user set up create a new company, Import a previous version of quickbooks etc, can email use excel, pdf reports

Not much quickbooks is better than some large package softwares

We can have people on the road and work remotely and we all can see it In real time

ease of use, support and app ecosystem, continuous updates

Accounting is not perfect. If you know what you are doing, it is great, but it takes time to learn the workarounds etc. to make sure the financial statements and reports all run the way they should

collaborating with clients on accounting rather than having to take their info and make sense of it

I love using QB Online. We're able to access it from anywhere, phones, home computers, tablets, making it easy to keep up with things on the go. It also helps when working remotely.

I wish I was able to customize the graphs and charts.

We're able to easily compare where we're spending the most, and earning the most. So that helps when making a plan to maximize profits!

Being able to combine all cards into the software makes it super easy to see what is going on in a snapshot. We have started utilizing more of the reports and it is making it easier for us to present to investors and to simply see the progress of our renovation properties and the growth of our Vacation Rental business.

Chasing down everyone that uses company cards to make sure I classify charges correctly. With multiple people utilizing company cards, sometimes it can get hard to classify things when there are more charges through each day. We actually partnered this with Expensify to eliminate guess on my part and put the responsibility back on the employees making the purchases.

Being able to see how each project is doing and where money is being spent on each project. I recently found a report that has been extremely helpful. With us paying out trades and contractors, the Check Report has been huge in our ability to see which checks have cleared or not and to pinpoint how much has been paid to each contractor to see our trends on different jobs.

That it's available online, without having to be in front of the computer the software was downloaded to.

I would like to be able to right-click amounts in the basic reports, to open a new screen with that information. When having to research, I hate losing my places where I was, and being able to open a new tab with the info I need is really helpful.

Being able to process items and my clients can see the changes instantly. I also like how the bank feed will remember prior transactions that are alike and will suggest your prior account choice when booking transactions.

The layout and reports generated are great for maintaining GAP standards.

Some categorizing can get too complex, but if you don’t worry too much about perfect customization and follow general in house rules for categorizing, you will be fine.

Reconciling accounts has never been faster or easier!

It provides unlimited entries for the transactions of various departments, plus it helps in generating real time GST reports, which makes the analyzing of the transaction category a lot easier.

it lacks a lot things, like real time processing needs a bit longer. And also it is hard to navigate sometimes for fresh users, which means it needs a proper training before handing to fresh users.

Currently, it updates and automate the backups which eventually helps in keeping the data safe for future purpose. And also it now provides custom roles option which is in addition to the previous features is a real good one to come up with.

This is highly scalable, It provides advanced functionality and supports multiple users, making it ideal for businesses of all sizes. With customizable dashboards and comprehensive financial reports, we can easily monitor the health of the business, analyze trends, and make informed decisions. QuickBooks Online Advanced integrates with popular tools such as PayPal, Shopify, and Square, which allow us to sync transactions and streamline data entry. With this tool we can assign specific access levels to team members within the organisation granting them appropriate permissions while ensuring sensitive financial information remains secure. Their support team has been prompt and knowledgeable.

QuickBooks Online Advanced is priced at a higher tier compared to other accounting software options. Face problems in performing certain tasks or accessing specific reports through the mobile app.

With customizable dashboards and comprehensive financial reports, we can easily monitor the health of our business, analyze trends, and make informed decisions. The ability to generate real-time reports has enabled me to track expenses, cash flow, and profitability effortlessly. We can easily integrate it with third-party applications which has saved me countless hours and eliminated the need for manual data entry, reducing the chances of errors. With its advanced user permissions and role management features i can assign specific permission to specific teams so that financial information remains secure.

It is very easy to use. You can navigate all around with ease from one area to the next (payroll to reconciliation) I also like the fact that if you run into an issue, you can usually find a fix online or call customer support.

I sometimes encounter an issue where I need to switch from the Accountant view to Business View to access certain things. This is very frustrating, especially when you are in the middle of something and need to switch views.

I like that it handles mainly everything we need. Payroll, invoicing, banking, accounting etc. Having all these features in one place has benefited me as I do both Accounts receivable and Accounts Payable.