All Bookkeep Reviews
1-17 of 17 Reviews
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Maureen
Accounting, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2022
An Integration worth its Value and More....
My overall experience has been great. There has been a huge learning curve with reporting e-commerce sales in comparison to other businesses. [SENSITIVE CONTENT] have been great to work with.
PROSThe integration to the apps & QBO is clean and thorough. When mapping a client, customer support has provided support. Bookkeep's customer service is far superior than its main competitor. E-commerce is not an easy industry in regards to reporting sales and it's constantly changing. The Bookkeep staff remain steadfast with the industries demands and are constantly trying to increase their applications to make our jobs easier as bookkeepers.
CONSI would like to see all transactions that occur in Paypal to go through the Paypal Balance (clearing) Account. That would make it easier for the bookkeepers to reconcile the account and decipher what is exactly missing from the months transactions when reconciliations issues arise.
Reasons for switching to Bookkeep
Customer service was not constant and available with questions. They got to big to quickly and didn't provide the support that is needed in a timely manner.
Vendor Response
Thanks, Maureen! Have you worked with the new PayPal integration? If you need help just reach out to Customer Care.
Replied January 2023
Sharon
Accounting, 1 employee
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2022
Sharon from Turner Accounting & Consulting Services LLC
The Bookkeep app is very user-friendly. I love that it integrates with so many different platforms and I can bring on more new e-commerce clients. The staff is AWESOME!!!
CONSI have a non-profit ministry that uses the Churchtrac app for their online giving which the payments are processed through Stripe. I would love to be able to integrate this app with Bookkeep.
Reason for choosing Bookkeep
I'm in a Bookkeeping networking group and they were talking about moving all their clients from A2X to Bookkeep, so I decided to give Bookkeep a try since I already had e-commerce clients and I was doing my own journal entries each month for the different platforms and I wanted to streamline my processes so I can bring on more clients.
Reasons for switching to Bookkeep
I found that A2X wasn't very user-friendly. It was too confusing, no customer service, and I just stopped using the app.
Joyce
Accounting, 1 employee
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2022
Mass migration
Needed to import Shopify and Amazon data for six months. Made it relatively easy to get that done.
PROSSetup was relatively easy and getting an appointment with the onboarding team through their calendar app was a nice feature.
CONSUnable to assign different class codes in QBO.
Tyler
Restaurants, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2022
Better than any other transfer method available
We have used a quickbooks transfer and other third party apps but bookkeep has been the best by a long shot. They use journal entries instead of QB aweful sales/invoice mess. The customer care team is also top notch. I know the other apps are a little cheaper or free but you get what you pay for so save yourself the headach and just use bookkeep. P.S. I also recomend verify.com for your invoices, with them and bookkeep I have substantially cut down my QB workload.
PROSIt was easy to use and the customer care team was extremely helpful.
CONSNothing, it does everything we need it to do.
Reasons for switching to Bookkeep
Quickbooks invoice/sales system is terrible and as a restaurant I do not want every individual sale recorded in quickbooks it just makes a mess.
Vendor Response
We appreciate your review, and we're glad to help with your workload.
Replied January 2023
Rachel
Accounting, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2022
Can't live without this product
I have a great relationship with the folks at Bookkeep and they are extremely helpful.
PROSSo I STILL post sales journal entries manually for some clients. Because of the volume I only do it monthly. With my clients that I am able to integrate with Bookkeep, all of those daily sales post automatically and I don't have to do anything! HUGE life and time saver.
CONSMy only gripe is that the PayPal integration only allows posting to one expense account. Looking forward to assigning multiple accounts
Reasons for switching to Bookkeep
Need accrual books
Anna
Accounting, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2023
Great app for my e-comm clients - a must to integrate Shopify
Great support, easy to use (no effort once setup)
PROSGenerally once setup, I never have to touch Bookkeep - it just works.On the odd occasion a transaction fails and needs to be re-initiated. This is a trigger that something new or incorrect flowed from Shopify - we catch a lot of errors this way and it helps clients train their internal team on best practices.
CONSHey in an ideal world this would be free, but it's aimed at high volume clients... I use it even for smaller clients where the price is a bit steep but the functionality is perfect so it's still a win.
Reasons for switching to Bookkeep
waste of time
Pat
Accounting, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2022
Excellent Service
We are adding a client's Amazon accounts to Bookkeep. Since this was our first time - questions abound. The answers are clear and concise and especially TIMELY! For other clients it has cut reconciling time for Shopify and PayPal accounts from hours to minutes.
PROSHow it stream lines information coming into Quickbooks. Bookkeep also responds so well when we have issues; bringing many people in their organization to your problem. So wonderful to have this support with a new product.
CONSIt does change your Ledger accounts - be sure to add everything they suggest in the correct account type.
Reasons for switching to Bookkeep
For clarity of entries
Vendor Response
Thanks for your review, Pat! We appreciate it, and we're glad we can help automate your workflow.
Replied January 2023
Zee
Accounting, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2022
Best Option, Thoughtful Mapping to QBO, Always Improving, Fabulous Support
Bookkeep support staff was extremely helpful explaining and assisting with understanding the options of how to setup my client with three Shopify stores plus PayPal. Their assistance was specific and on point to my accounting needs integrated with QuickBooks Online. I'm looking forward to using this with all my clients where the need fits. I took a long time to decide on Bookkeep and while this is still new to me, I'm grateful for how they have developed this SaaS and for the additional connections in development.
PROSI like the fact Bookkeep is setup to think like an accountant working with QuickBooks Online specifically. Mapping feature is thoughtful and providing us with Journal Entries is of ultimate importance.
CONSI have not yet had enough experience with Bookkeep to like anything least yet and what I have experienced, I'm very pleased. This software is leaps over the others I reviewed. More professional, on point, thoughtful.
Reason for choosing Bookkeep
This product is much more professional than the others, the visual presentation is clean and organized, and it's the ONLY product that provides Journal Entries.
Vendor Response
Thanks for your review, Zee. We're proud of our awesome Customer Care team!
Replied January 2023
Sarah
Retail, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2022
Support
Excellent customer service. Especially from [SENSITIVE CONTENT]
PROSBooks allows the integration from Shopify to Quickbook to be seamless. When there is the odd issue the customer service from Bookkeep is excellent and I always get my problem resolved quickly.
CONSI wish I could use it for all my intergration needs. We use Touchbistro for our restaurant and the intergreation tool isn't nearly as good.
Meggan
Accounting, 1 employee
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2022
Square + QBO Sync
All the people who work for Bookkeep were engaged in the onboarding of their app. I really appreciated the personal onboarding service.
PROSBookkeep has amazing customer service. They take the time to make sure their connection is working accurately. They do not just "map & go." I really appreciated Anish and Ananie's level of patience and explanation. They have the bookkeeper's best interest in mind and the sync is a beautiful match to QBO's bank feed. It make bookkeeping a breeze!
CONSNothing - they are even prompt to respond in the chat box support.
Jim
Retail, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2024
Great Product and Support
My experience has been perfect. The integration was seamless.
PROSThe professionalism of the team and especially Anish. Most helpful and always there for support when needed
CONSNothing at all. Everything works well and the staff is always available for any help
Reasons for switching to Bookkeep
Functionality was so much easier. And staff was great
Vendor Response
Jim, thank you so much for your review! We are delighted you are having a great experience and that Bookkeep is easier to use than your prior solution. And special thanks for your shout-out for Anish, our Head of Customer Success (we love him too!)
Replied April 2024
Catherine
Accounting, 1 employee
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2023
New to Bookkeep
Very good experience - there are a lot of new softwares out there for accountants/bookkeepers and it is hard to keep it all straight. Many are just out to sell you a product and then leave you out to dry to figure it out on your own. Bookkeep is there every step of the way. Are patient with beginners and have a thorough understanding of Accounting and how it will work with QBO - this is a valuable service that many other softwares do not offer - or claim to offer but truly do not . Bookkeep has been a wonderful find - I can't wait to take on more clients now that I have freed up my time with manually entries.
PROSCustomer support and 11 day trial - customer support is quick to answer emails and chats and willing to meet with you again if you still are having trouble after the initial set up.
CONSNot all my platforms work yet with Bookkeep but they keep improving and including more platforms
Kelsey
Accounting, 1 employee
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2022
Customer support is the best
The software easily imports Square sales into QBO and the team is extremely helpful and responsive.
CONSSometimes there are glitches or a transaction fails and needs to be re-initiated. (Make sure to reconcile so you catch these!) But Bookkeep chat support is always there to help and their response is almost immediate.
Amy
Food & Beverages, 11-50 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2022
You Need Bookkeep
Daily and accurate journal entries mean I know where my business stands every day without a lot of checking or calculating between different programs. No more confusing journal entries from multiple sales channels and stores! No more, why won't this balance? What batch is that, etc?! PLUS the customer support is insanely good! Not only did [SENSITIVE CONTENT] get me set up properly, but they walked me through all the connections and links and entries so I really understand where the numbers are coming from. Buy. This Now. If you are a busy entrepreneur, it will change your life. Rock Stars!
CONSI honestly cannot think of anything at all. Life saver.
Erica
Accounting, 2-10 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2023
Time Saver!
We love how easy it is to use --it saves us so much time and the team at Bookkeep made sure we understand exactly how to use it.
CONSIt sometimes takes a while to get their team to hop on a call.
Reasons for switching to Bookkeep
Bookkeep has more integrations and spent more time with me to make sure I understand.
Astrid
Accounting, 1 employee
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2022
Astrid Griffiths
Fabulous! Would never want to be without it now.
PROSI love the customer service. Amish, Ananie and Alta are proactive and responsive to issues. I am clumsy with this program as it is a new tool for me and taking me a while to figure out how it works. So I bug them more than I should and they are patient with me.
CONSI fine it a bit difficult to navigate the errors and trace them back to Square or Shopify
Cristina
Construction, 501-1,000 employees
Used monthly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2022
Recomendable
Optimo y sencillo fácil para el usuario
PROSLa sencillez para el trabajo del usuario y su fácil acceso
CONSQuizás algo de manual para principiantes
Vendor Response
Thanks for your review! Great idea about a beginner's manual. We are working on making onboarding easier. If you have any suggestions feel free to email us.
Replied January 2023