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Planful vs QuickBooks Desktop

Planful vs QuickBooks Desktop

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Overall Rating
4.2 (47)
4.4 (2369)
Ease-of-Use
4.1 / 5
4.3 / 5
Value for Money
4.2 / 5
4.2 / 5
Customer Support
4.3 / 5
3.9 / 5
Functionality
4.2 / 5
4.3 / 5
Last Review Written
May 9, 2024
October 4, 2024
Pros/Cons
  • Pros

  • Its attractive pricing and feature rich functionality and great support make it a solid offering to prospective users.
  • I originally got into Host for budgeting and it has been great for that, but I have found it great for many other things. I also love the way it can grow with me.
  • Can include links to images of transaction source documents, providing great transparency in reporting. Spotlight for Excel add in to develop custom, refreshable reports is a great help.
  • Cons

  • The inability to do calculations in the report without creating a new template. Also as we are on Macs the inability to use spotlight in Mac Excel.
  • A data pull is not immediate and can cause some frustration if data is not pulled 100% accurately the first time.
  • The interface is pretty dated. I also mainly use chrome as my browser and there seems to be a lag time when scrolling in a template which is a bit of a pain.
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  • Pros

  • We love that you can customize everything. Tracking certain expenditures is extremely important, and although they may not be a big deal for one company, they're huge for us.
  • Our overall experience has been very good. We are very happy with the flexibility of the product and specifically the financial statement feature.
  • I have had a good overall experience with quickbooks. It helps me to get what I need to done so that our books are balanced and our reports are generated.
  • Cons

  • We continue to have issues, they want you to call them every time you get locked out or theirs an issue with this crappy software. Terrible terrible company at this point.
  • The security on it does lack, there isn't a two-step authentication. And there was a limitation to the number of products in the list especially for inventory purposes.
  • Even with internet outages, you can still get things done. Everything is backed up automatically, so even if someone makes a mistake, you can jump back to the day before and fix it.
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Pricing Range
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Product Demo & Screenshots
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Advisor Recommendations & User Awards
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Additional Info
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployments
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Support and Training
Support
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos