The QuickBooks Online solution puts small businesses in complete control of their accounting and provides free online support, from setup to support. No additional software is required as all accounts are viewed via the online login portal, with custom feeds and charts, custom invoice creation, customer 'Pay Now' button, mobile website allows photographic references and all with auto-synchronization.
QuickBooks Online automatically syncs a complete business finance profile to one single dashboard where multiple users can view in-depth reports and accounts of company finances. The platform creates trade, profit and loss sheets as well as billing and invoice solutions that are all mobile compatible and print friendly. Users can create their own custom reports and feeds from within the dashboard so businesses only see what matters the most to them.
By navigating through the QuickBooks Online dashboard users can track payments, sales history, invoice details, add users and edit permissions. QuickBooks Online is completely integrated with QuickBooks Online Payroll and Intuit GoPayment.
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.
30-day free trial, no credit card required.
Simple Start: $20/month
QuickBooks online is a cloud-based financial software for small businesses that takes care of accounting, billing and invoicing – all in a single platform. It allows you to create and manage invoices, print checks, reconcile banking and credit card transactions, track payments, enter and manage bills, create estimates, among others.
Created for freelancers and small businesses, QuickBooks Online offers an intuitive and user-friendly interface, with mobile tools for iPhone, iPad and Android devices for more flexible and time-efficient invoice creation, expense tracking and accounting experiences. Some of QuickBooks Online’s main features include easy invoice creation, online banking integration, app integrations, mobility and built-in reports that can be run in just a few clicks.
Launched in 2001, redesigned in 2013 and now serving more than 683,000 users, QuickBooks Online is a web-based small business accounting software that saves users time while keeping their finances organized. Depending on the plan you’re subscribed to, it combines a number of features in one platform: estimates, invoicing, time tracking, accounts payable, bank/credit card reconciliation, reporting, inventory, contacts, sales tax, tax forms, location and class tracking.
It also has a user-friendly dashboard that emphasizes overdue and open invoices, account balances, cash flow, and other tasks, affording you the ability to see important activities at a glance.
On the top middle section of the QuickBooks Online dashboard, there are three buttons that allow users to search for transactions, create invoices and other financial forms, and view recent transactions. To create a customer invoice, click on the plus (+) button and select Invoice from the drop-down menu. You will be taken to the Invoice page where you then will be required to input the invoice’s particulars such as customer name, email address, billing address, payment terms, invoice date, due date, and others.
Product/service line items can be manually entered or selected from pre-defined fields. Tax calculations and discounts are automatically deducted from the invoice amount shown in the top right corner of the screen. Invoices can be personalized by adding your company logo, a background image, choosing your own font and designating custom fields. Invoices can also be sent in batches or individually.
With QuickBooks Online’s banking integration feature, you can securely connect your online bank to automatically download financial transactions, so you won’t have to manually input the necessary data. Once synced, using the information your bank stores with the money going in and out of your account, like amounts, transaction dates, the places where the transactions occurred, and such, you can either accept or delete transactions, and categorize and assign them to suppliers or customers.
To connect your bank with QuickBooks Online, you will need your online banking username and password ready. This allows QuickBooks Online to establish a secure connection with your bank or credit card company. From the QuickBooks Online dashboard, choose Transactions, then Banking. On the upper right hand side of the screen, you will see a blue button marked Add Account. You will be prompted to enter your bank or credit card company’s name or URL, or choose from a list of popular financial institutions. Once your login credentials are verified to be working, simply follow the prompts to continue.
Integration with other software systems is one way to enable a seamless information flow between applications, thereby reducing data entry requirements and simplifying the way companies run their businesses.
QuickBooks Online doesn’t only integrate with QuickBooks Online apps and other add-ons. Through the Intuit Partner Platform, it also allows third-party app developers to create custom application systems that can benefit its base of small business users.
It happens even to the best of us. You purchase a spare part for your customer, and make a mental note that you need the receipt for later but end up losing it one way or another. With QuickBooks Online’s mobile apps, expense reporting is made easier through mobile receipt capture. You can even add photos and notes so you don’t forget the relevant details.
While the mobile versions are still lacking in terms of the full software’s functionality, QuickBooks Online’s mobile apps let you review your transactions even when on the go, see customer balances, and mark invoices as paid. Electronic signatures also enable you to immediately approve estimates.
QuickBooks Online has a long list of pre-built reports that show the overall financial health of your business. These reports fall into several different buckets: Business Overview, Manage Accounts Receivable, Manage Accounts Payable, Accountant Reports, Reconciliation Reports, Manage Products and Inventory, Review Sales, Review Expenses and Purchases, Manage Sales Tax and Manage Employees.
To run a report, go to Reports from the QuickBooks dashboard and select the type of report you want to run. Next, customize your reporting fields, if needed. Select a transaction date from a drop-down menu or specify your target date range. After clicking on Run Report, you are ready to print, email, export the report as an Excel file, or save customizations.
Aside from easy integration with other QuickBooks applications such as QuickBooks Payments and QuickBooks Payroll, QuickBooks Online offers add-ons such as [Method CRM] (http://www.getapp.com/method-crm-application-1), [Time Tracking by TSheets] (http://www.getapp.com/tsheets-online-time-tracking-application), [Bill.com] (http://www.getapp.com/bill-com-application), [Jobber] (http://www.getapp.com/jobber-application), [Shoeboxed] (http://www.getapp.com/shoeboxed-application) and [Mavenlink] (http://www.getapp.com/mavenlink-professional-services-automation-application).
And then, there’s the QuickBooks API that provides app developers the ability to integrate their products with QuickBooks Online and expose their products to a large pool of small business owners. The QuickBooks API client allows them access to their customers’ data via a REST-based API that works with QuickBooks Online. Also, Intuit’s Apps.com is a place where third-party apps can be published and found by businesses looking for systems to further simplify their processes.
QuickBooks Online offers three pricing packages: Simple Start, Essentials and Plus. Simple Start is priced at $9.99 a month and allows one user to reconcile bank transactions and create estimates and invoices. The data can be shared with two accountants.
Essentials is pegged at a monthly $19.99 and includes all the functionalities of Simple Start, with an accounts payable feature that allows up to three users to track and pay bills. With inventory and 1099 preparation included to the regular Essentials plan, Plus is at $29.99 per month and supports up to five users.
Abaixo estão algumas perguntas frequentes sobre o QuickBooks Online.
O QuickBooks Online oferece os seguintes planos de pagamento:
A partir de: US$ 10,00/mês
Modelo de preços: Gratuito, Assinatura
Avaliação gratuita: Disponível
30-day free trial, no credit card required.
Simple Start: $20/month
O QuickBooks Online oferece os seguintes recursos:
Os clientes habituais do QuickBooks Online são:
Autônomos, Sem fins lucrativos, Pequenas empresas
O QuickBooks Online está nos seguintes idiomas:
Chinês (tradicional), Inglês, Francês, Português, Espanhol
O QuickBooks Online tem os seguintes planos de preços:
O QuickBooks Online é compatível com os seguintes dispositivos:
Android, iPhone, iPad
O QuickBooks Online se integra com os seguintes aplicativos:
3dcart, Bill.com, Bill4Time, Payment Evolution, ProWorkflow, QuickBooks Payroll, SalesNexus, Shopify, VerticalResponse, Zoho CRM
O QuickBooks Online oferece as seguintes opções de suporte:
FAQs, Fórum, Base de conhecimento, Suporte online, Suporte por telefone, Tutoriais em vídeo