QBO Reviews

I use many features of QBO including the budget tool, cash flow planner, and monthly reconciliations. I use it to enter invoices and bills, and we're looking to start using their bill pay system this year. I also use it for end-of-year tax prep for my clients so that they have a full packet to give to their tax preparer. I'm a customer of QBO.

The solution has improved my ability to service my customers, and the many partners that QBO have has been helpful for me with their partnership models. 

I've used various different accounting platforms and I see the benefits in all of them. For my clients, QuickBooks Online is very well known and it's a pretty simple solution. My favorite part of the product is how easy it is to get into my clients' QuickBooks online files. I have also found their reconciliation tool to be top-notch. 

My only issue with QuickBooks Online is their inventory capabilities. My understanding is that they're rolling out improvements in 2023, but anytime a person asks me about using QuickBooks Online and inventory, then I always recommend the desktop version because otherwise the functionality isn't great. They're trying to become the all-in source that we use for everything. However, the product lakcs a client portal, a feature that would make a huge difference. I'm an accountant and if I can't use it well, I can't train my customers to use it well. There are so many professional service companies that would love to be able to offer a client portal of some sort but they're so industry-specific or they're outrageously expensive because they're meant for enterprise level. I don't like the UI or the functionality of their cash flow planner. I would rather pay for another software than use theirs. 

The solution is stable but when there are problems, there's no support. The hindrance tends to come from when there's bugs in the systems, there's no easy way to let somebody know so that it can be fixed.

QuickBooks is one of the best in terms of scalability. If you start looking into add-ons, like their payroll, they are not great. Every single time, I would use a different payroll software before I use QuickBooks Payroll. It's such an integral part of scaling a company that that's something that they could definitely work to improve.

The support is not good. Three or four times I was in contact with them and they sent me links which they'd Googled. I don't need to spend two hours waiting for that, I can do the search myself. 

Neutral

I've used Sage before and I'm not a fan. Solutions like Vero and NetSuite are for enterprise-level organizations, and it's too robust for a small to medium-sized business, in my opinion.

The initial setup is relatively straightforward although I have my issues around their chart of account setups. They make a lot of assumptions and when it comes to newer businesses I end up having to go back and fix them. If that's all that I have to do when I implement then I am good. It takes a few minutes to deploy, basically making sure that the chart of accounts and the bank accounts are set up correctly. Some of the deployment is done in-house and then I contract another piece of it to manage the service company.

Using Quickbooks has meant that I require fewer employees, because I'm able to do a lot of the work myself. It's also helped open me up to a larger variety of businesses because most use QuickBooks.

There's a revenue share program that they have which is not simple and I'm not a huge proponent of it, but it's cool. I pay a monthly license fee. I think it would be beneficial for some clients if they had the option to pay an annual fee, but I don't know if that capability is available yet.

I had a look at NetSuite and I spent time working on Sage. My experience with Sage was not great. There's also a platform for the construction industry called Foundations that I've started dabbling in, but it's very industry specific. One thing I appreciate about QuickBooks is that it can serve a multitude of business types.

I've started using their e-commerce integrations with eBay and Amazon to try and expand my use cases. I do feel at times that they've stagnated in the sense that they are now so popular, that they feel less of a need for innovation. I also recognize that the accounting world has a lot of older workers and very few younger ones are entering the profession. We don't want to call a helpline, we want to know who we're talking to and who we're working with.

QBO is very easy to use once you know how to use it. It's very different from QuickBooks Desktop. Even if you don't plan on hiring an accountant on a regular basis, getting trained on QBO will save the headache of duplications and things like that. If you know how to use it, it's great, but if you don't know how to use it, you can make mistakes quite easily.

I rate this solution nine out of 10.

I use QBO to do bookkeeping for our clients in a variety of industries.

I use it on a daily basis. It's the only program I use. It is also the most popular program in North America and, most likely, the entire world.

It's intuitive, electronic, and, as in the old days, eliminates the need for pen and paper. It is the only option. It's the best software.

The internet version is less user-friendly than the desktop version. 

The desktop version is their flagship, whereas the online version is considerably different, requiring all new learning.

Despite its flaws, it is the best accounting software to use.

I would like to see them take the desktop version and put it in the cloud, from which you can access it. 

However, because they have it drastically different, knowing how QuickBooks online works is an entirely new learning experience. That is the most serious issue. It's the equivalent of having to learn two programs.

If they took their flagship desktop version which is awesome, and put that on the cloud and eliminated what is now known as QBO, that would be a wonderful thing. The desktop version is intuitive and makes sense. The users that only know QBO would also easily adapt to the desktop version. I don't know why they went in such a drastic direction with QBO.

I have been working with QuickBooks Desktop since 1998.

I am now mostly, using the online version.

There are various glitches in the web version. Glitches can occur as frequently as once per week or as infrequently as once per month, or on in every few months.

Using it is an entirely new learning experience. When you've been using QuickBooks desktop for many years or decades, everyone you meet assumes you're a QuickBooks desktop user. And when they move to QuickBooks online, they have to practically relearn everything.

That is something that I don't like. However. I have been using QBO for a few years now.

I believe it can accommodate up to 500 employees.

In the beginning, I had a lot of experience with technical support.

I have mixed reviews on rating them.

All the tech support people are pro advisors, that is how they have all been trained. 

However, they are when you have complications or when you are reaching out for support on something you don't know how to do, let's say, at the beginning when you are transitioning to QuickBooks online. I would say some of their customer support team members are excellent, and then others are not as helpful.

I have learned that you just hang up and call another one.

Positive

They have different plans.

In my opinion, QBO is a bit on the pricey side, but you have no choice. It is still better, in the long run, to go with their pricing or their software than the alternatives.

For example, on the desktop, or when you start going into other options like payroll and then direct deposit, it can be a little pricey.

It could be more expensive to go with other services as well. In the long run, I believe QBO is the best one.

If you are new to accounting or the program, QuickBooks desktop is the version to use. However, the ease of QuickBooks online cannot be matched.

I have to double-check, but I think they are making QuickBooks desktop Online or accessible online. I have to double-check that.

I haven't done that one yet, but it is so much easier, and intuitive to use the QuickBooks Desktop.

Since most people are working remotely, you have to go with QBO.

In my person and professional experience, it's still the best solution. I would rate it a ten out of ten.

The credentials are needed for the login. After that, we can access and move it.

The most valuable feature of QBO is that it can be reconnected at any time and anywhere. It is not like other software where you have to back up and restore the data.

The Linux Operating System feature is not available. When we access it from the accounting features, it does not transit to installation.

I have been using this solution since 2021.

It is a stable product.

It is a scalable product. It has a feature to add content like the accountant overview or the business overview. So we can assign a particular task to a customer.

Presently, around 100-200 people are using the solution.

I have contacted the technical team once. They are good at analyzing and resolving problems. The support team verifies the credentials first since QBO contains confidential information.

Positive

The initial setup is very easy. It only asks for specific client details for the setup.

The solution is expensive.

It is user-friendly and can be accessed anywhere and at any time. You can simply use the cloud-based SQL and authentication, and it will hold the overview of your business.

QBO should improve the discrepancy regarding reviews. As users can use it at different places, it becomes difficult to identify whether the change must be done manually or the process should perform it.

But it is an excellent product. I would give it a ten out of ten.

We use the solution for exploring marketing and other data sets that we have in databases. The solution is used to allow multiple users to ask questions, explore and build dashboards on it.

The solution allows people to ask questions in English without having to learn SQL or learn some other underlying data model. QBO allows people to get some insights on the data more easily, especially around various marketing-related metrics that we need to keep monitoring.

The most valuable feature is the collaboration around allowing many people to ask questions and see the dashboards together.

The dashboards can be improved by making them customizable in a more granular manner.

I would like more automated detection of various conditions that stand out in some way. This allows us to quickly identify what is interesting, new, or otherwise noteworthy.

I have been using the solution for three years.

We have had a few times the solution was not available, but usually, the stability is good.

The solution is capable of handling large data sets. We have no complaints about the scalability.

Previously we used Microsoft Excel sheets and ad hoc reporting. We switched to QBO because of its collaboration features, and natural language interface, and our team was capable of providing support for the solution.

The initial setup was straightforward. The deployment took around four weeks.

The implementation was completed in-house.

We have seen a return on investment with the solution. QBO has made us a bit more efficient and productive.

I give the pricing a nine out of ten.

I give the solution a nine out of ten.

We currently have around 15 people using the solution. We may increase the usage over time.

The solution looks at data very differently than moderation tools, so we have to make sure everyone is aligned and on board before committing to QBO. The solution is a good tool and I recommend it.

In my previous company, we utilized QuickBooks Online (QBO) in an unconventional manner by integrating it with various e-commerce platforms and payment gateways, such as Amazon, EBizCharge, PayPal, and others. We used this approach to serve our US-based clients for the past two years.

QBO is used by some companies to manage the ordering and processing of their products. When a customer places an order through the company's website, QBO integrates with different payment gateways to facilitate the transaction. The customer can then view the status of their order through the processing stages, such as delivery and shipment.

When the order is delivered, the customer can provide feedback on the product and service. Customers can also share their feedback on social media platforms like Facebook and Twitter if they choose to do so. This is made possible through the integration of QBO with third-party services.

I mostly deploy QBO on cloud environments. Sometimes, customers have their own on-premises data centers, in those cases, I deploy QBO in those environments as well.

The most valuable features of QBO are its order processing and sales capabilities, as well as its invoice and batch processing capabilities. It allows for multiple batch processing and integration with other platforms, such as SAP V1, Oracle, and Dynamics BC. This makes the solution versatile and effective for customers, and they are satisfied with its integration with different platforms. The integration of this solution is not fixed, it can be based on the user's requirements.

QBO could be improved by adding more flexibility in its invoice and sales order processing capabilities. Customers have requested the ability to integrate with different retail services and the ability to easily integrate with different payment gateways, such as PayPal, by providing API and credentials, with the system automatically processing the integration.

It would be helpful if QBO can have built-in plug-ins or feature sets to make these integrations more seamless and easier for customers, as some of them had to build custom solutions to fulfill their needs. Additionally, some advanced features for better integration and workflow with AWS Cloud Environment could be an added value for the customers.

It would be beneficial if QBO had a dedicated tab for integrations, where users could easily connect the solution with different services, making the process of integration more straightforward.

I have been using QBO for approximately two years.

The stability of QBO is good, based on my experience of using it over the past two years. During that time, I have not encountered any issues with downtime or stability. This is likely due to the fact that we have implemented multiple clusters for the application, including load balancer and database clusters, which helped to ensure that the system remains stable and efficient. Even during high-traffic periods such as holidays, the system continued to function without any issues.

In summary, having a well-designed and stable architecture for the application and infrastructure helps to ensure that the system runs smoothly, which is what we have achieved with QBO. The system is stable and I did not face any issues regarding downtimes or performance.

I have experienced one issue with QBO in the past, which occurred during a high-traffic period, specifically on Christmas Day. The issue occurred during a batch processing of invoices, and the system got stuck. However, this was an isolated incident and the system was otherwise stable and functioning properly, with no other reported issues.

I rate the stability of QBO a seven out of ten.

QBO is possible but it can depend on the client's requirements. For a technically proficient person with good algorithm development skills, scaling is easy, however, it could be more challenging for someone less experienced or familiar with QBO's architecture. Overall, it is doable, but the ease of scaling may vary depending on the individual's level of expertise.

We have three people using the solution, they are senior staff.

I rate the scalability of QBO an eight out of ten.

The technical support for QBO is mainly through searching online resources such as Google and various blog websites. There are a variety of people, including tech students and other companies, who have shared their solutions and experiences with QBO.

If I encountered any problems that I couldn't solve through online resources, I would submit a ticket through the support portal provided by the provider, and typically receive a response promptly.

I rate the support from QBO a seven out of ten.

Neutral

I did not use a similar solution to QBO.

The initial setup of QBO is relatively easy from a technical perspective, however, for a non-technical user who is unfamiliar with the platform, there may be a learning curve. They may need to take some time to understand what QBO is and how it works before setting it up. From a technical point of view, the setup process is straightforward and user-friendly.

The implementation process does not more than one hour with one DevOps person to complete.

I rate the initial setup of QBO a nine out of ten.

This is a very popular solution in Europe and the USA.

I rate QBO an eight out of ten.

I mainly use QBO for payroll, banking, entries, and generating reports.

What I like best about QBO is that it's online.

I also like its banking feature and that it allows you to generate various reports. 

The tool also has a search feature so that I can search for a specific report.

I also find the scheduling feature for salaries and taxes one of the best features of QBO.

I found QBO very user-friendly, and you can learn as you use it. You can easily find its features, and QBO has many tutorials available, so you won't have to contact anybody to use it. For example, I was given a bank reconciliation task and learned the task that day. QBO has many features, so if you want to know all features, that could take more time, but if you receive a task alert, it's easy to learn one task.

I'm still learning QBO, so I'm not the best person to ask about areas for improvement. Still, I did notice that compared to the offline accounting software that has many shortcuts and allows you to operate the software using the keyboard, QBO doesn't have the keyboard feature. The keyboard feature is missing in QBO, so you must use the mouse, which is an area for improvement in the tool.

Another area for improvement is QBO support because issue resolution took longer.

I've been using QBO for one year.

I didn't notice any stability issues with QBO.

QBO is a scalable tool.

I contacted the QBO technical support team because of a payroll mistake. QBO doesn't allow you to cancel a check, so I asked for assistance from the support team, who gave quick responses, but correcting the mistake or resolving the issue took more time.

My rating for QBO technical support is eight out of ten.

Positive

The software my company uses depends on the client.

One client uses QBO, so I use QBO. Another client uses a different software called Accounting Age, so I use it too. I also have experience with Netsuite, which is also used in my company.

I found it very easy to set up QBO. I didn't have to ask for help from anybody.

I work in a small company with eight people using QBO.

I'd rate QBO as eight out of ten. I've not used much software, so I cannot say that QBO is perfect. I also didn't find shortcuts or a keyboard for using the tool, but apart from that, QBO is very easy to learn and use, so it's an eight for me.

I'd tell anyone looking into using the tool that it's the best for small to medium-scale businesses because the business owner and account can directly access it, so you won't have to move the accounting data from one person to another. QBO is a very friendly solution that allows you to schedule taxes and salaries, and you can generate tax filing forms from it directly, so it's a good tool.

My company is a QBO customer. It doesn't have a partnership with QBO.