Our experience has overall been very good. The price is very reasonable and has made things easier to use. Also, it has saved our company a lot of time and made things very efficient.
I like how easy the product is to use. I find it very easy to navigate and figure out how to use different parts of the software. Also, I like that they are continuing to roll out new updates and features. For instance, they just rolled out a feature where they will automatically send out past due notice. This has helped save a lot of time and improved our AR drastically. I think all in all, it has a lot to like about the product.
I think the reporting can improve a lot. They do have Fathom reporting, but that seems hard to use. I would like for more straight forward reporting that is easier to use. I think their customer service could also improve. Whenever I have a questions, they always provide an answer, but it is not much help. It seems like they need more qualified individuals to help out with any questions you have.
Moved from QB Desktop. Love having access where-ever and multiple people able to access it. QBO is much less feature rich than QBD. But, with QBD, you have to either log into a server, or remote desktop. It's stuck in the 90's. So, to make it even work, we had to get a plugin to manage our inventory and orders. If QB Desktop version would move online, it would definitely be a 30 year leap back to the present.
Quickbooks is easy to use, widely known, and priced affordably. Good for a small business. Having it online was a necessity. Having it link to bank accounts so smoothly is nice.
If it's not the QB way, you have NO WAY. They are not interested in helping with any needs of YOUR business. If your business doesn't fit into THEIR way, too bad. But, overall, they have a good program that fits most of your business needs.
i.e. If you want sales orders and inventory management - you might as well be asking a rock.
i.e. If you want to use your own credit card processor, they will force extra steps on you and take away features and functionality.
QBO is the only one with the complete package that includes the ability to write and track checks. Since my business is simple, I need a lighter, "for dummies" mode that could remove a lot of clutter when it is not necessary. As a consignment business, I use software that is specific to the industry. It keeps all of the data I need to meet regulations. For QBO, a payment is a simple transaction. I wish the system could be lighter and less cluttered.
Aside from keeping things in order, it allows someone with no accounting experience to do the basic bookkeeping activities, produce reports, and keep up with the finances. I like that it will connect with the bank and download activities! Best of all, it will print checks!
Connection with the bank can be flakey, depending on the bank. You have to watch the activity because QB does not tell you if there are problems. It should provide an option to warn you when it could not contact the bank overnight. Also, it is very difficult to use the check lineup processes. For some reason, I cannot get the check printing to line up properly and the tools they give do not work well.
The freedom that QBO provides you is amazing. I recently moved to BC from Ontario and was able to keep my job because our firm uses QBO. If we had been on desktop for our clients, I would't have been able to keep my job and would have had to find work elsewhere. My boss is about to work remotely from her cottage for the month of August because she CAN! How many people do you know can say that?
I find QBO to be super user friendly. I love that they have a training program so you can become basic and advanced certified. We make everyone in the office do the certification program, but nothing beats user experience. QBO is the first cloud-based accounting software I was introduced to, and I find it fabulous. I even recommended it to my parents for their business instead of their custom desktop-based software and they are going to move to it at the end of August.
Sometimes the banking feeds have a hard time staying connected which can be very frustrating. It's not Quickbook's fault for this - it's the banks. But it is still frustrating at times when you lose a connection and have to call up your client to re-enter their details. Thank goodness for screen-sharing!
Their customer support has lovely people, but they are not always knowledge in the ways they should be. A lot of the times, we already know the issue that we are experiencing and need to speak to someone high-level to be able to resolve the issue. There should be an advanced call center to be able to speak to extememly well-versed people that know QBO in and out.
Overall, the software should be and is quite capable, however, it seems the staff need more resources/training to troubleshoot issues and the pay period settings need to be more customizable.
Quickbooks is the most well-known accounting software on the planet. It's slick, the software is implemented and developed well with no bugs in my experience, and the capability fits any size business via their subscription plans. This was very much needed for me as a small business owner and it's been a great step up from what I was previously doing.
Here's the cons: When setting up an employee the software gave me a notification and wouldn't allow me to go further once I selected that I had paid the employee previously and would be paying back taxes on them myself rather than charging those to the employee payroll. The notification wanted me to contact Quickbooks for "special handling". The problem is that the QB staff didn't seem to know what or why it was doing that and in the end basically I just had to bypass that whole question altogether to get the employee in the system and I'll have to figure out the previous taxes come tax time. This was like a 2 week process of asking QB repeatedly about this issue.
The last con is the software's insistence to have me running payroll on the same day as the end of the pay period. I've never worked anywhere that did this and it doesn't make a whole lot of sense considering you don't have the hours for that last day yet. But nonetheless, I cannot find any option to change this and I end up waiting a week later, then running payroll, but the software ends up changing the pay date to the previous pay date after a couple of days, so my records are off. This has been the single most frustrating part of the software and nobody seems to know how to modify this particular aspect of it.
Overall, QBO is wonderful software for bookkeepers, accountants, and small business owners. It is arguably the most powerful and robust software on the market, and is priced fairly well. Its integrations with other pieces of software and/or websites that small business owners use is second-to-none, and I am glad Intuit continues to work on that area. I would only say that support's knowledge of their own product is incredibly limited in my experience, and they need to stick by their pricing instead of releasing a few new features every year that have marginal actual use and claiming they need to raise prices because of them.
I love QBO - their software just works! I own a bookkeeping firm and nearly all of our clients use QBO. Nearly all bookkeeping activities can be completed, including accounts payable/receivable, financial statements, journal entries, bank reconciliations, sales tax, and even payroll. I find our clients want us to use QBO and they are eager to learn it. Along those lines, it is an easy piece of software to teach someone how to use, but still packs many robust features.
1) The Intuit QBO customer service needs work, and lots of it. I have only web-chatted with them on three occasions, and on all three occasions, I solved the problem myself before the support agent could find a solution. A company as big as Intuit should know that their support agents need to be MORE knowledgeable than the end-user. In my experience, this is rarely the case. Possibly more training is necessary?
2) Intuit keeps raising monthly subscription prices on their QBO products. In using them for just about five years now, I have gone through five price increases/changes for their QBO Essentials and QBO Plus products, and an additional two on Intuit/Quickbooks Payroll (their payroll increases actually caused me to switch to another provider). Watch your e-mail for notifications diligently.
The online version is a decent product but I am sure there are other online accounting software packages that provide the same or much more. Dealing with the online accountant customer service department is a total waste of time. Their management team seems to be concerned with their numbers more than customer appreciation. Terrrrrible! My advice: "Buyer beware!"
The ability to assign classes in creating rules for the electronic bank transaction imports. The desktop version does not offer that function. It's sad because I know that if the QuickBooks Online software code writers can create that functionality in the online version, then they certainly should be able to create that functionality for the desktop versions which most subscribers have been using for decades now.
The unexpected price hikes on your account without formal notification or fair warning. Quickbooks has probably been the worst software vendor in that they always find a way to raise your rates by using creative and deceptive means such as switching online account holders and their client accounts to the Advanced Online version as a trial run without the account holders authorization. They leave the burden on the account holder to cancel the Advanced version trail for each of their online client accounts, which most account holders are not even aware that their clients have been switched. Terrrrrible! I'm sure there are laws that prohibit this type of deceptive behavior. Currently I am switching most of my clients back to the desktop versions until I can find an alternative Accounting software that my clients and I can appreciate.
QuickBooks online has its weaknesses and bugs. However, after my research I think it's the best option out there for now.
Quickbooks is easy to "plug in" and go... You can use their templates and basic accounts and set up your own accounting system in no time. I had no bookkeeping or accounting experience before using QuickBooks Online, and I was proficient after about 6 months of part-time use.
Having an accountant log-in is so helpful in today's world so many people are working from home/ traveling/ etc. It is indispensable for my organization to have an online accounting platform that I, my organization's volunteer treasurer, and our hired accountant can all access from our home computers.
As a non-profit organization that only pays a tiny amount of sales tax, that portion of the software is very functional and is one fewer thing I have to deal with.
I do not use payroll through this system, so I cannot comment on the functionality of that portion.
The bugs in the software (accounts that won't delete, messing up check numbers, etc) are the most annoying part of using QuickBooks Online for me. If you are a small team, you can just work around them and you eventually learn what they are, but it is repeatedly annoying. Their customer service is weak, but there are lots of affordable training courses that can fill in those gaps as you use the program.
I sometimes wish that Quickbooks Online were MORE customizable (i.e. allow you to delete certain generic accounts), and I sometimes wish it were LESS customizable (journal entries can be numbered ANYTHING which confuses me). Overall, I think it allows me to do most of what I need to do in bookkeeping for my non-profit.
I am not an accounting professional but with a basic understanding of accounting principal, I have been able to use this software to organize my company for the last 10 years. I have made the switch in 2014 to the online version of it. It lets me to use the software anywhere including mobile device and I have been very happy with all the updates Intuit has been making last 3-4 years.
Everything about customer service. As a long time user, I know the infamous reputation of Intuit at every level. This is one of the SO MANY experiences I had: I had one issue that persisted since 2014. It was a simple issue, but it also caused me some great inconvenience. So I had been contacting them every now and then and the issue was not resolved until recently in 2018. It turned out to be it was as simple as clearing cache. However, every time I called, I had to explain the situation as if it's never been recorded, follow their instruction to do the troubleshooting, then they were puzzled how that happened, and then say that 'someone' will follow up. And THAT NEVER HAPPENED. I got so fed up and had to be on the phone more than 4 hours to a point that the issue was escalated to the presidents' office. I was told that there was a glitch in the system that I had to move to a new account. As they moved my data to a new account, I found out that it won't move credit card or social security info. As I was preparing for the final move, I realized that they have been charging me double. I requested to refund or extend the membership, but they did it again - made me wait for 1-2 hours, told me that I'll speak to a floor manager, then just transfer to another dpt- ALL THE TACTICS TO DISCOURAGE TO find the solution for the issue. Finally, they 'concluded' not to extend the membership with an excused made up they cannot provide in written permission. NEVER HAD SUCH BAD EXPERIENCE.
I converted from QB Desktop Pro to QBO about a year ago, and it has been a game changer for me. Some pros:
1. The design is much more aesthetically pleasing and intuitive than QB Desktop. I now feel comfortable doing my own reconciliations rather than paying a bookkeeper, as it is much more natural than the steps required before.
2. I can easily add users and therefore don't need to pass the file back and forth. Before, I'd forget that my bookkeeper is working on my file and would make changes, which caused big problems. This is no longer an issue.
3. I can login anywhere.
4. The apps are a big deal for me. For example, I have an app called "Importer Pro" which allows me to import the schedule from my scheduling software. It then automatically generates and invoice for my clients, and it could also automatically generate an invoice for my independent contractors based on the work they do. This saves me about 25 hours per week. I could not have done this with QB Desktop.
There are two main (and large) problems I've found:
1. You cannot revert your company. So if you make a big error, or a disgruntled employee with QBO access logs in and messes everything up, there is no going back. That's a big issue. Luckily, it has not been a problem for us yet.
2. If you need to edit a past invoice, it deletes the description and changes the hour to 1. This became a problem for me when I realized that the line items were not mapped to the client, and I needed to change the "product/service" to something that is mapped to the client. Previously, I was using a generic term in "product/service" for all clients, not realizing it was an issue. However, I cannot go back through my past invoices and change the product/service because it will delete the description and edit the hours, which is way too time consuming to deal with. I have thousands of line items that are not mapped to the client.
I reported both of these issues to QBO. Asked to talk to a supervisor after the first person was very unhelpful and clearly not trained well. The supervisor said he would talk to the development team and call me back within 48 hours. That was months ago and of course, no call. Disappointing.
Quickbooks Online is great for businesses that have inventory, job management, budgetting or a large payroll. While these features are available with other software (such as Xero)...it is often for an additional cost. QBO includes these features in their offering. Great for retail, manufacturing and distribution-type businesses.
For service-based business that focus on services, such as consultants, professionals or creatives I would recommend Xero as a better alternative.
Quickbooks Online (for Australia) has great features. It has been around for a long time and has developed a really good platform. Features, such as inventory and payroll are well developed. The reporting available with QBO is excellent - very detailed and flexible.
When things go wrong...the service is very poor. I've had overseas staff who did not know the system, or how things work in Australia. I have had customer support staff not get back to me. And I've had them flat out tell me that they can't help.
Quickbooks is trying to buy market share in Australia, so they are offering significant discounts. This makes the software really affordable...but there is no telling how long these discounts will last. The expiration of a 50% discount may be a nasty surprise for a small business when it does go away. Which it will...at some point.
Don't get caught with the Self-Employed Sole Trader version of Quickbooks online. Your Accountant can't view your data, the reporting is poor and you can't migrate your data to other software. It is a very very basic accounting package...that is not very functional and provides no future proofing.
Cloud based accounting. Reliability. Various user roles is nice.
It's up time is tremendous. It's prettier than it used to be and getting a little prettier by the year. (The Benjamin Button of Software). It doesn't crash in the middle of doing stuff. Their support is very responsive. API plugins. Yeah, high marks, mostly.
1. Emailing invoices. They don't have good alerts for when you have a bad email address for a customer and this can kill.
2. They don't have a way of automatically adding late payment penalties into the invoicing process. We had to plug in some outside software through an API to effectively deal with this.
3. Somewhat related to #2, it seems weak on automated collection efforts to me.
4. I've pointed out a bug to them twice and it is still not fixed, 3 yrs or more later. Silliest thing. Used to work beautifully, but when they got prettier, it doesn't work anymore. What? Adding on another invoice to pay to a vendor after you have come to the payment process through the "Pay Bills" process. It wants to subtract instead of add. (the most odd thing) (they hae offered work arounds that are not viable and just won't get it fixed.. or haven't)
5. The block "Ctrl Clicking" in places when it would be really handy to open multiple tabs when editing a bunch of stuff. This forces you to come back to the list, and search again and again instead of keeping the searched list in place. Maybe there is some reason for this burdensome navigation.
This software is simply amazing! I was on vacation in California last year and my business is Kansas City, MO. I had a client reach out needing copies of her service invoices sent to her lawyer by the end of business day. I was able to jump on a computer at the place I was staying and log in to my companies Quickbooks and meet my customer's need. I guess I would have assumed it would work since it is online, but to see it work in a situation like the one I was in, made me extremely happy.
Quickbooks Online was a game changer for my business. It has paid for itself 100 times over simply because I can more accurately see where my company is spending money. It also allows me to track where a job came from so I can see, in a matter of seconds, where all my jobs came from and how much I earned. This has helped me stop spending money on marketing or advertising is areas that weren't profitable. The second best thing is that it makes getting customer's copies of their invoices a breeze and looks very professional. We are a small business and referrals are very important and clients feel more secure with a company that has such a professional accoutning system. My third favorite thing is QuickBooks On the Go payment options. It has the lowest processing fee I could find, it is extremely simply to set up and use, and it makes accounting easier because Quickbooks automatically seperates the fee from the profit correctly.
The only cons are based off of user error and personal lack of Quickbooks software and accounting. However, I have an amazing accountant who handles our Quickbooks. He is patient and also helps me learn how to use the basic functions.
Despite few challenges, overall I recommend Quickbooks!
1. Easy to navigate
2. Steps are easily available online
3. Very clean software for accounting
4. Multiple Apps which can connect with it
5. Cloud based. You can access from anywhere.
1. It is a basic accounting software
2. There are many features which are required for automation in todays times which I don't think they have enabled.
3. Other softwares are innovating with many new features like automatic reimders etc
Quickbooks Online is easy to use and smartly built. The company cares about its clients and makes resources available online to solve user problems. There's a large community of advisors and experts on the product that support it.
(1) Easily configurable
(2) Multi-user accessible anywhere, anytime.
(2) Smart connectivity eases data entry and reconciliations allowed on any account.
(3) Can be implemented at a moment's notice preferably by knowledgeable users so that the business owners expectations are met.
(4) Great reporting features that can be customized and saved by user
(5) Features invoice presentation and payment online which facilitate greatly that part of the operation.
(6) Gauges build into the product help monitor the health of the business.
(7) Accessible directly online by the professional accountant helps the professional time advice the business owners and correct issues.
(8) APPS allow the addition of a variety of features to solve specific business problems.
(9) Full system audit trails to monitor the integrity of the system
(10) System is regularly backed up.
(11) Digital documents can be saved within the system's transactions.
(1) Need good internet access to use the product.
(2) Need more granular user permission for security access
(3) Some features should be enhanced directly into the product rather than with the use APPS for example bill payments.
Easy bookkeeping with all the different report types that we need. We can track divisions as well as overall company income/ expenses.
Its very easy to use and pretty intuitive. If you need help a Google search usually helps you find the answer you're looking for. As far as functionality goes, its so easy to use to invoice and track payments. We have subscription based payments as well as payments for services rendered. We also have divisions. Quickbooks Online allows you to track everything together or, in divisions so if we want to see how a division is performing we can. There are multiple ways to track numbers so all of the different reports that are available is just great. I like the online QB because both me and my bookkeeper can log on at any time. The big Pro to QB Online is its integration with so many different softwares and platforms and they even have a WordPress Plugin I believe. We recently started using an online proposal software and it integrates with QB Online so our Bookkeeper no longer has to manually enter in new client info, the proposal software adds all the information for us!
I wish there was a live chat or some kind of customer service to interact with. I'm not a fan of typical Help pages because I can never seem to find exactly what I'm looking for, so I always like software that is backed by live people who are there when you need them.
I have been using QuickBooks since 1992 as the CFO for a company with 50 employees. Currently, I am the treasurer for a non-profit and I am again using QuickBooks. I trained our bookkeepers, our financial managers, and worked without accountants to make sure that the software served our needs.QuickBooks is an easy program to use because it is logical, almost intuitive, and it can be adapted to the specific needs of the business. We are audited every year, and QuickBooks provide us with all the information we need and the ability for our Auditor to review it, correct, and verify it through the audit.
The format of the reports. While it is very easy to create multiple reports and customize them, the standard reports are sometimes cumbersome.
Also, now that I am using QuickBooks for a nonprofit, I would really like to make it a requirement for the user to select a Type of Customer when setting up a customer. Our nonprofit organization has clients, donors, foundations, and corporate donors; all these types have previously been set up. However, when the person entering the data is keying in the individual entries, there is no requirement that they select the type of customer. This means that I have to review all transactions before creating the Accountant's Copy for the Auditor, at the end of the year, in order to generate the reports we need.
We have been using Quickbooks Online since its early release and it has been a pivotal piece of software for our company. QuickBooks Online can be accessed from anywhere. There is no need to have to go to the office to get work done. It can be done 24/7 from anywhere. I work for numerous locations and I am able to update billing and client information without having to go to our office location to get work done. Likewise, I don't have to have a remote server running Quickbooks.
While they are improving on the product, there are aspects that are not intuitive. Right clicking and opening in a new tab does not actually duplicate in a new tab. You have to take several more clicks to do so. At first, when using multiple companies, it is difficult to remember what to click to get into the actual company. It seems several tasks take too many clicks then what should be necessary. I feel like there is a lot of competition with them and Xero and these simple interface upgrades would give them more of an edge.
It's accessibility from multiple locations and different platforms.
I feel like the online banking and matching with transactions never seems to work. We have also had issues with filing of our payroll taxes. The forms are automatically submitted but from time to time the numbers are incorrect and we end up overpaying or underpaying.
I really like the ability to use the system where ever I am. I tend to go to gaming conventions and sometimes need to access the account to make payments or submit invoices to collect payments for our Business 2 Business services. Since it is all online I can do this with ease by just logging in and I have access to my financials. QuickBooks Online Helps me run my business without all the hassles of using multiple services or systems.
• Easy to set up with templates that help you get started fast.
• Automatically connects to your business checking for integrated payment solutions.
• No messy software installations to deal with as the platform is online so you simply log in to an updated interface any time there is new features added.
• You can integrate your Payroll from a 3rd party directly into your account.
• Since it is always online you can access it from anywhere with a connection, you can even have multiple users with access on at the same time.
• The support is somewhat limited, and I have experienced delays in the help I needed from time to time but overall it is very workable and seems to be getting better.
• The software interface is somewhat different for the online version than the desktop version so if you go from one to the other it will require an adjustment, but it is not terrible.
QBO helped our medical practice immensely during our first year of business. I feel like QBO enabled our business operations to run smoothly and efficiently. Working with QBO also taught me a lot about accounting in general and gave me confidence as a practice manager. I strongly recommend QBO for individuals who are new to accounting. I have always felt like a valued customer and I am glad that we chose to use QBO for our accounting needs.
We opened our medical practice about one year ago and started out with QBO from the very beginning. As a practice manager with limited accounting experience, I was really intimidated at first. I give credit to QBO for turning this around, however. The QBO interface is very clean, easy-to-use and intuitive. On top of that, there are several well made educational webinars & instructional videos/articles that simplified my understanding QBO & accounting in general. To go even further, the customer service is amazing. I have called them with questions on a number of occasions and the QBO reps have been some of the most professional, knowledgeable, patient, articulate, and courteous phone agents I have encountered. Even with challenging situations, I have always felt well taken care of by QBO.
We have run into a couple of minor glitches, but nothing major. For about a month, we kept receiving automatic error emails that told us something was wrong with our account billing when there wasn't. It stopped after a while, but we did have to call multiple times and try different fixes with the reps. The only other problem is that a couple of months ago our transactions stopped automatically streaming into QBO. We weren't able to fix our bank connection through QBO and it became a hassle getting our bank involved. I do want to note, however, that our bank was difficult and unpleasant to work with, but that QBO was really great and I felt that the QBO representatives truly took the time and effort to go above and beyond to help resolve the bank account reconnection issue.
With QBO our clients are able to travel or go out and do their work and invoice and get paid from their mobile devices. They also have a direct connection to us the Accountant so that we can help when they have an issue or maybe they need us to run payroll etc. We also find that we can start tax planning earlier without asking the client for copies of their books and they can continue business as usual without any interruptions from us.
Ease of use and the ability to collaborate with my clients with out traveling or having to login to their computer. Having the system available in the cloud also provides safety for system crashes and the ability to work from multi locations as needed.
Unlike the Desktop version as the accountant I am not able to create a new client for my use with out paying anIt has some minor issues like keeping column widths
The go-to book-keeping software. It's just right...
I love that there are many packages available so that I can get just what I need to fit MY business. There is software out there that is a "one-size-fits-all" and you end up paying for services you don't need or not getting the services you DO need. That's not the case with Quickbooks. I am a contractor and I got Quickbooks Online Plus and I can track projects, 1099's, payroll, and all of the simple book-keeping. The projects feature is amazing as I can categorize transactions per job and know my profitability on a particular job with a few clicks. The reporting is great. I give my accountant the login information and at the end of the year, he logs in and does my taxes for me. The mobile app is perfect for bookwork on the go. Snap a picture of the receipt, tag it to a project and account and it's all taken care of. It links to all my bank accounts and cards so I have everything all in one place. I can access it from anywhere and don't need to download anything as I can use the web app in any browser. It's the perfect fit.
Cons? Well, I guess it could be free... but it saves me more than the subscription rate in time, reporting, and paperwork, so for me, it technically is free...
QB Online has given our company the capability to work remotely and still be able to access all we need through this software. Often times, we have found ourselves needing for draw up bid proposals, check past invoices, and submit payroll while away from the office desktop. QuickBooks Online allows this flexibly to access this information from anywhere with wifi. It also allows several employees to access the information at the same time from varying locations. We have been using this software for nearly 8 years and we have not intentions on using anything else. All accounting duties are done through QB, reconciliations, payroll, payroll taxes, balance sheets, monthly reports, etc. Beyond that we use it for providing bid proposals to our clients. We can easily access past proposals and create invoices directly from them. It has offered us a perfect solution for our accounting and pre-construction daily tasks. QB Online also has the capabilities to sync with TSheets, an employee tracking software that has made the usage of QB online even more user friendly when importing timecards and customer reports.
Overall, the software is great, however, we would like to see more variety in the bid proposal formatting.
I have been using QBO via a web browser, iPhone app, iPad app and Mac based app for about 3 years. There are some cool things available such as reports, the ability to collect payments online, and convenience of mobile apps. However, if you are not familiar with double entry accounting or standard accounting practices, nightmares may ensue. After 3 years, I can manage my small business *most* of the time without having tantrums when things don't match up. I've read a lot online and even ordered books about how to properly use the software and I still have trouble sometimes.
I don't think this is the ideal solution for people who want a simple way to track money in and money out. It's probably too complicated for many small business people, including me. The reason I continue to use it is because it's one of the cheaper options and I'm used to it. I've considered switching to waveapps several times and do use that one for some of my business transactions.
My advice is that if you're going to use QBO, take time to learn how to set it up and use it correctly. If you don't you may end up spending many hours trying to fix months of incorrect entries. It's kinda complicated!
Cheap, accessible, pretty good phone support. Intuit also offers credit card processing which ties in pretty easily with QBO software.
Complicated accounting system which is not intuitive. Easy to make a huge mess of many, many transactions before you realize it.
Overall, I am satisfied with QBO because it serves my purposes. I need something that my whole team can access from anywhere at anytime. I would like to see a lot of changes, but most are minimal. The overall service being provided- creating invoices, accepting payments, tracking overdues- is there and that's what I need
his software makes it relatively easy to share tasks among various users without location restraints or the costs of building a large connected network. I like having the flexibility to edit anything at anytime as well as the ability to see when my customers are opening and receiving my missives so I can take action based on that information.
I do not like the way QBO handles changes to personnel and company information. If I need to resend documents, the system will not update based on any new information I have entered into the Customer section. When I added a balance sheet to my invoices, it was difficult to understand and all my clients ended up sending incorrect or overpayments based on limited information presented in a difficult-to-understand format.