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Planful vs QuickBooks Online

Planful vs QuickBooks Online

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Overall Rating
4.2 (47)
4.4 (7508)
Ease-of-Use
4.1 / 5
4.2 / 5
Value for Money
4.2 / 5
4.2 / 5
Customer Support
4.3 / 5
4 / 5
Functionality
4.2 / 5
4.3 / 5
Last Review Written
May 9, 2024
October 5, 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

  • If you run a small business or are self-employed, this is great to have. If you're like me and not great with spreadsheets, then this is what you need.
  • I benefited from him and gained some experiences from him in my field and I liked it in ease of work reports.
  • I would recommend it for those who want a simple and effective way to keep records clean and send invoices to clients. Customer support is amazing.
  • Cons

  • Reconciling is miserable. I could go on and on, but I hate to relive the QB years where I felt inept and incapable of running the backside of our business.
  • The only problem with Virtual programs is the internet delays and the problems with making sure you can sync everything if two people have been working on it.
  • I HATE that I cannot simply download my QBO data into TurboTax. It makes no sense at all that I can't download Intuit data to another Intuit product.
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Pricing Range
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Advisor Recommendations & User Awards
FrontRunners

The top products based on usability and customer satisfaction, as rated by user reviews. Check out our full methodology description for more detail.

N/A

FrontRunners

2024

Advisor Recommendations

Our industry-specific advisors recommend products based on specific business needs. Connect with us to get your personalized recommendations.

5 Recommendations
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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