Avaliações do QuickBooks Online

Vantagens

facilidade de uso, integração com outros apps

Desvantagens

o software nao tem em lingua Portuguesa

Vantagens

Quicksbooks is a great software for the small busineess. It allows for invoicing customers in an easy way. If you are out of the limit for the invoices, you can make a small purchase and make it online and can access it from anywhere and everywhere from the tablet, pc or phone. It is a real easy way for tracking the invoices and marking them paid with accounts receivable. It also allows for digital time card where you can record the employees time of in and out. Great software and easy to learn.

Desvantagens

The things you want to consider improving the software is it should give easy ways for tracking the accounts paid and invoices paid by the customer. Everything else looks pretty decent.

Vantagens

Ease of use for the most common features (invoicing, expense capturing), receipt capture assistance, quick and flexible search, 3rd party marketplace. Accountant version has good client management.

Desvantagens

Not all features available in mobile (no payroll), No automatic late charge/ overdue interest (requires either manual or using 3rd party integration which greatly increases cost of product). Document attaching limited only to invoices and expense receipt capture (should be on invoice payment). Time recording should be easier within desktop app (have mini app for this ). No integration into Office 365 (would be great to have ability to bill for emails, appts, tasks etc) as well as ability to see Quickbooks Receivables when viewing either Office365 contact or viewing, writing email

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Quickbooks Online is very easy to use and at an affordable price point for many small and non-profit businesses. Since it is cloud-based, I can access it from any computer, at home or the office. It is sleek and easy to find what I'm looking.

Desvantagens

Since it is a cloud-based software, it is dependent on a reliable internet connection. It is also missing some reporting features compared to the full desktop version of quickbooks.

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Before I began using QuickBooks, my biggest fear was that we were going to entrust a cloud with our money.

Personally, I was hesitant for a long time and so was my company. But after that, we decided to take a leap of faith and use QuickBooks. We’ve been happily married to this software ever after.

So here is why I like QuickBooks

It’s invoicing feature is amazing. The feature automatically invoices our customers and brilliantly matches the invoices to the customers.

Quickbooks takes payments, bills and compiles reports for everything

And while Quickbooks is doing this, everyone on the accounting team accesses it with ease.

Desvantagens

Quickbooks crashes a lot and limits access to a few number of people. That's why I don't recommend it to big firms.

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The fact that QuickBooks online offers an online version of its products is very important to the maintaining of data integrity. With Quickbooks keeping the back ups in the cloud I can be anywhere where their is an internet connection to pay bills, collect money or even reconcile my bank account.

Desvantagens

The one thin that is bothersome is that this software is expensive. But if you want the best you must be prepared to pay for it!

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The interface is easy to see. It is easy to access reports that are needed for financials. I like that Quickbooks offers Payroll and receipt management.

Desvantagens

I have not used the receipt management as I use ScanSnap. Though the two are capable of being integrated, I am not sure how to do this, so I end up doing Journal entries to fully reconcile. My bookkeeper and accountants both use Quickbooks, so they are able to access needed reports without a lot of issues.

Vantagens

For the price, QBO is an absolute must have for small business owners! Pretty much all accounting features are available and it's very user-friendly. For people who have contractors, you do have to pay additional to keep track of their expenses for taxes, but it records and automates everything for you so it was very easy to understand and use during tax season. They provide accountant services as well for anyone who wants to hire an accountant.

Desvantagens

I switched from Wave accounting because it had so many syncing issues so QBO has been amazing and has been a lifesaver!

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First of all this is best software for non-accountants they can enter the data easily.

Desvantagens

Some functions has to be done by QB way that's not cool.

Can't delete bulk transactions.
No subsidiaries etc.

Vantagens

It is easy to use and intuitive user interface.
I have to say that since 2009, there have been great improvements to the interface, and bank integrations are now available.

Desvantagens

For the price point, there are many other similar software that you can get much better value for what you are paying. The bank syncing option while is good, is very clunky and takes too much time and gets dropped off very often. To be fair, it may be the bank systems but it is annoying as a user.

There is also very limited options in customizing the template of your documents such as invoices, payment vouchers, receipts. As the world transits to online payments, the least QBO can offer is to allow the option to add QR code of your own respective bank on the Invoice to make payment easier for clients. But this feature is not available on QBO

Vantagens

Convenient way of keeping all incomes and expenses in one place and in different categories to improve financial management.

Desvantagens

Expensive and require frequent update to be compatible with bank download and/or merging options.

Vantagens

Because QuickBooks has been around for so long, there are tons of resources for information regarding how to use the software most effectively, and how to troubleshoot particularly strange issues that may arise. I appreciate that QuickBooks can be used for a business of almost any size, whether you're running a small business from home, or a multi-million dollar per year construction company. There are plenty of options for things like inventory management, accounts payable/receivable, billing/invoicing, tax scheduling, etc. The options are nearly endless, and (most) of them are reasonable easy to figure out with a little experience and know-how.

Desvantagens

Because QuickBooks was created so long ago, some of their features continually fall behind the times. They're always just one step behind technological innovation, and their software isn't always the most user-friendly. I think it may be a symptom of the software being designed by tax-minded individuals, who tend to think wildly differently from the majority of people who are going to use this software. Some of the features are difficult to find or use, the user-interface is a bit clunky, the software can be a bit slow at times, and there's a steep learning curve for some of the more advanced features.

Vantagens

The ease of adding vendors and customers is great. Once you iron out the how to of the invoice templates they can be very useful to switch what is needed on each invoice per customer. The general ledger allows you to copy previous transactions which is useful for reoccurring transactions such as Payroll or loan payments. All you have to do is edit the date and transaction amounts (if yours change ie. Interest and principal amounts) and save. It keeps you from having to re-select accounts each time which is a huge time saver. Reports are useful such as PNL, Balance Sheet, AP and AR. It allows you to see where you may need to break out different accounts or where some can be combined for a better financial company overview.

Desvantagens

We did expierence an isolated incident where we printed checks but the system did not record the money paid for each vendor. But still marked the invoices selected for each vendor as paid. It took some time to figure out that was the issue, which was a bit frustrating. I had to go back into every vendor and invoice to reapply the amount paid so our AP and business bank account were accurate again. Not sure why this occured but as I said it happened once and we were able to iron it out. I also would say under FILE and Forms it would be nice to have this under reports so there is one place to print out what you want. The forms section is very small and a bit confusing on the descriptions of what your looking to print. For example if I want to print a list of all the checks or invoices that I just paid/printed checks for...I always forget exactly where to go. Same for if I need to print a complete list of invoices paid on a check for a vendor as it was to long to print on the check reference voucher. I always have to play around to remember where I got it the first time.

Vantagens

For my business, I send monthly invoices, so Quickbooks' invoicing feature and the ability to accept all kinds of payments is a must for my business. I find the invoices simple to create, and they look professional and attractive on the customer's end. I also like that I am able to customize the invoice template easily so that I can modify how it appears to the customer. My clients have not had any problems paying through Quickbooks' invoices, and most of them actually prefer to pay this way rather than through other methods such as cash or checks. I like that I am able to select or deselect payment methods for each individual customer. Quickbooks' system has simplified my payment process and my clients are satisfied.

I use the Quickbooks Online feature of adding my accountant to my account for no additional cost, and I like this feature because if I have any problems or questions, I don't have to try to explain in detail each concern; instead, my accountant can just log into my account and view any discrepancies herself. This has been a lifesaver on multiple occasions.

Another feature I like is the ease of use with categorizing bank transactions and expenses. Quickbooks suggests categories and automatically matches most transactions that it estimates are paid invoices. They are correct the majority of the time, and this makes matching payments to invoices a breeze. I also like the records that Quickbooks makes, such as records that show my profit and loss by month.

Desvantagens

While Quickbooks is very critical to my business and makes bookkeeping easy for me, I do find the payment processing fees a bit expensive. I suppose the fees are on par with other payment processing systems; however, at the end of the month, it is a bit surprising to see how quickly all of the individual payment fees add up on top of the $25 I pay each month to have Quickbooks Online. My complaint about this software would definitely be the fees associated with payments my customers make through Quickbooks.

Vantagens

I like the fact that payroll is integrated, I love the automated reporting (saves me having to remember to send reports), I like that you can upload documents to it, that you can now send in / attach receipts to it, and that you can do quite detailed reporting and drill down on numbers easily, that you can lock the records to stop people going back in and changing anything by mistake, and that reports can be by classes, so you can monitor spending and income by 'class' / project. I like the reporting functionality and the ease of use.

Desvantagens

I'd like the receipt capturing software to be a bit better (its basic at the moment, but I'm sure it'll improve as it was only a feature added this year), I don't like the fact that although my paypal links, (I have multi currency within paypal) and this doesn't seem to reflect well within the software.

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QBO has made it so much easier to stay on top of finances for the nonprofit I work with. It's so nice to add bills for reimbursement of expenses to stay on top of when the expense occurred as well as when the reimbursement check was written vs deposited. Automatic linking to my bank account and to paypal is a lifesaver. I don't know what I would do without locations or being able to use classes for fund reporting/functional expenses.

Desvantagens

There was definitely a steep learning curve, and I've just had to accept that some of the transactions I was doing when I first started weren't done in the most 'ideal' way. I'm adding historical finances for 8 years and struggling with handling inventory in particular, since I'm both trying to keep up with current purchases/sales and build the historical financial statements. While the QBO online forum is generally helpful for troubleshooting issues, sometimes I run into features that just aren't available on QBO and only on QuickBooks desktop which is incredibly frustrating when I know how useful it would be.

Vantagens

We like that we can access QuickBooks from any computer now rather than it simply being on one desktop. The most useful part of this software is knowing that I am compliant in the areas that I need to be as far as payroll goes. I was essentially self taught to do our books and QuickBooks Online made it easy for me to make sure that we were legal in our payroll process and helped me to identify mistakes I had made.

Desvantagens

It is a lot cleaner and the interface is more simple than desktop but sometimes I feel that the functionality is not as good as the desktop version. QuickBooks online does not communicate with Skyworks, an autodealer software, very well and that has been frustrating to have to input the data twice. We are considering moving to a different software for auto dealers and I am anxious to see if it will be able to pull the data into QuickBooks better.

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I love the QBO eco-system. The eco-system allows me to offer more resources and solutions to my clients.
QBO doesn't have to do it all for all industries, it just has to partner with 3rd party app developers that are specialists in their industries.

Desvantagens

There is a lack of communication from Intuit / QuickBooks. For example, if a user can't access their company file, they don't know if it's a QuickBooks issue, an internet issue, a browser issue or user error. I wish QuickBooks would send an email that says QBO is down for an hour. And if a function is not working, let us know, keep us informed of progress made.

Vantagens

Good tutorials available, auto-banking transaction download (though it does not work for some banks or credit unions in BC) is a great feature, easy to MATCH or TRANSFER funds. Easy to set up bills and to invoice out of the program.

Desvantagens

A little bit glitchy - sometimes fields get lost, or report titles get shifted and cut-off. Multi-currency requires the user to go online externally to grab exchange rates. It's confusing to issue customer refunds. The tax module (GST, PST) works okay. Bank reconciliations are difficult when there's anything done out of the ordinary, whereas a manual reconciliation would get the job done quicker.

Vantagens

Quickbooks online has allowed our organization to update, modernize, and change the way we approach our finances. Within a few months, we moved from a fairly archaic book keeping system to one that is completely modernized, online, and easier to use. Our whole team has saved time and frustration after making the change to QBO.

Changing to Quickbooks online has helped us to improve our record-keeping, issue payments faster, made it easier for us to prepare for an annual audit, and provides many different options for planning, budgeting and reporting for a Board of Directors.

With a small team, we are very appeciative of the Help features and online support available.

Desvantagens

The only issue I have run into so far with Quickbooks Online is that there is a limit to the number of automatic reports that can be generated. For example, we would love to have the option to pull a variance report automatically from our records. Luckily, Quickbooks Online does provide you the features needed to build custom reports - so we got what we needed with a little bit of work.

Vantagens

It's wonderful to have access to our accounting system from any Internet-connected device. Integration with our Service Management System (RazorSync) has allowed us to turn Service Orders into invoices and send them via QuickBooks Online quickly and easily, which has absolutely improved how quickly we get paid on jobs. The Payroll module makes it easy to pay our employees and calculate the necessary withholding and taxes due.

Desvantagens

The reports in the Online version are clunky and horribly limited. Recently Intuit modified what was included in the package we were in and limited the number of accounts we're allowed to have in the Chart of Accounts without paying a higher fee, so we're stuck not being able to add new accounts unless we want to go to the "next tier". Last year we needed to reprint some older tax forms that weren't showing up so we were forced to contact support for assistance. We finally got what we needed done but it took contacting two different support reps as the first one obviously wasn't familiar with the product and made changes to our accounting data that had to then be fixed by the second rep.

Vantagens

I like being able to use the online service where I can log in anywhere I have internet access. This gives me the option to work remotely.

Desvantagens

The banking function is good, but it takes several days to sync up to my online banking balance (doesn't show charges until they are posting, and doesnt download pending ones)

Vantagens

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.

Desvantagens

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.

Vantagens

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.

Desvantagens

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.

Vantagens

I like the ability to customize how invoices and emails look. I appreciate the ability we had to import our clients' details and past invoices when we started up with Quickbooks. The plethora of reports and customizable reports are very useful. I also appreciate being able to process payments through Quickbooks. The search ability is decent helpful in looking for specific invoices, amounts, or other specific data.

Desvantagens

It was quite a challenge to get everything up and going when we started with Quickbooks
There are some features that are limited and seem to operate oddly, such as deleting some clients vs marking some as inactive. If I have completed services with certain clients, I want to keep their data, but mark them inactive. When I mark them as inactive, the system puts them in a state of "deleted", which makes me very concerned when I see that. I don't want to lose their data. Also, some duplicates of clients have been created or clients never started services with us. So that data was just bloating the system and a bit confusing sometimes. Those particular clients would be good to actually fully delete them. I've run into processes that can be very confusing. Luckily my accountant is able to help me through the challenges.