


QuickBooks Online Advanced reports



Supported Operating System(s):
Web browser (OS agnostic)About QuickBooks Online Advanced
QuickBooks Online Advanced is a cloud-based accounting solution that helps small to large enterprises manage expenses, projects, invoices and more. It comes with a centralized dashboard, which enables users to gain insights into business trends and organizational performance using key performance indicators (KPIs).
QuickBooks Online Advanced allows administrators to assign tasks to sales representatives, grant access to specific users and collaborate on projects with team members. Users can capture digital copies of receipts and automatically sort transactions based on tax categories, improving financial operations. Additionally, it lets managers create custom estimates, manage recurring payments and export generated reports in various formats.
QuickB...
QuickBooks Online Advanced reports
Supported Operating System(s):
Web browser (OS agnostic)Average User Ratings
Overall
Ease-of-use
4.5
Value for money
4.5
Customer support
4.0
Functionality
4.5
Likelihood to Recommend
Not likely
Very likely
September 2019
Bob from Bob Thibodeau Speaks
Company Size: 1 employee
Industry: Non-Profit Organization Management
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
September 2019
Over 10 years of complete satisfaction!
100 percent satisfied. I have been approached with offers to switch. I turn every single one of them down. QuickBooks has proven to be to be the absolute best software for me to use in this area.
Pros
I love QuickBooks for Non-Profits! I have used this software exclusively for the past 10 years with no problems at all. I have received numerous compliments from Board Members of the accuracy and detail I provide when it comes to our financial reports. I have been told I provide the best reports they have seen (many are members of other non-profit boards). It is all accomplished with just a few clicks and the reports printed out!
Cons
It does take a bit of getting used to. Especially when you are first setting up the system. Once it is set up, it runs along fine. One thing to make sure of is the category of the items you are entering. Otherwise, your reports will contain mis-categorized information. Be sure to check over your reports for accuracy in that area. If identified, it is a simple fix - but you must check it over.
Response from Intuit
Replied September 2019
Hearing that you've enjoyed using QuickBooks for so many years makes our day, Bob! We're thrilled to know that you're able to confidently present accurate data with the reports you've created without breaking a sweat. You can continue rely on us to have your back for years to come. It sounds like you're a pro, but if you ever need any assistance, we recommend checking out the Community. Here, you'll find detailed articles and advice from fellow users and QuickBooks Team members: https://community.intuit.com/ Thanks for an awesome review! Morgan, The QuickBooks Team
December 2019
Harmony from Wes-Tex Printing
Company Size: 11-50 employees
Industry: Wholesale
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
3.0
Value for money
5.0
Functionality
2.0
December 2019
QBO is Definitely Different
Our overall experience with QBO Advanced has been pretty good. I think with the development and implementation of more features or customization of different "modules" to be customer specific it would serve us perfectly. And hey, the price is WONDERFUL!
Pros
What I like most about using QBO Advanced is how user friendly and simplistic it is to use. We transitioned our entire financial management system and for the most part it was relatively smooth.
Cons
There were many obstacles to overcome in the transition to QBO Advanced. It mainly involve how to find work around solutions for areas not offered in QBO Advanced such as specifically detailed inventory management and also fixed assets. The inventory process in QBO is clunky and too simplistic for our company, BUT since QBO is so easy to use we have customized processes to make it work for us.
Reasons for Choosing QuickBooks Online Advanced
Our former account didn't inform us of possibly a more suitable program. QBO Advanced was easiest for them.
Reasons for Switching to QuickBooks Online Advanced
We made the switch at the behest of our former accountants.
November 2020
Anonymous
Company Size: 11-50 employees
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
3.0
Functionality
5.0
November 2020
Affordable, realiable and easy to use
Accounting made easy even for those bookkeepers or accountants new to the software.
Pros
QuickBooks for nonprofits can handle small nonprofits and large ones as well. The system is easy to use and QuickBooks has a ton of guides and videos to help begins with just about anything. Truly accounting made easy, not to mention the dozens of app integrations available.
Cons
My only complaint is when calling customer service, I have been helped by representatives who know less than I do about their program. I just hand up and call again to talk to someone else.
September 2020
Wes from MWANDS.COM LLC
Company Size: 11-50 employees
Industry: Retail
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
1.0
Value for money
5.0
Functionality
3.0
September 2020
The Sofware You Love To Hate
We have used Enterprise for years and we had to make a change because our inventory was getting out of control. Sadly, Enterprise is missing about 5 things to make their manufacturing perfect and it just doesn't look like that is ever going to happen. Accordingly, we had to try and find an MRP software and the only way it would work well was moving to QBO. This was like making a choice to either get punched in the gut or punched in the throat. Either inventory was workable or accounting was workable.
Pros
It integrates with our current ECommerce cart and a few other programs (e.g. Zapier).
Cons
They have radically tried to over-simplify the product. For instance, the Vendor tab being under Expenses. As every accountant knows, Vendors aren't solely about Expenses. This is just one example of how, in trying to make this product more intuitive, they have thwarted anyone with accounting experience in using it. There are so many things you cannot delete. Too many to try and list here.
Reasons for Choosing QuickBooks Online Advanced
It interfaced with our cart and MRP selection.
Reasons for Switching to QuickBooks Online Advanced
Enterprise is lacking some very basic purchasing function in their manufacturing product.
Response from Intuit
Replied September 2020
We appreciate you sharing your thoughts with us, Wes. Receiving your feedback will only help us continue to improve the product.Feel free to check out the QuickBooks Blog, as this is where your feedback comes to life:https://intuit.me/2L2zqTv. We hope you have a great business year filled with success and great health during this difficult time! -Hannah, The QuickBooks Team.
December 2019
Gary from ChemFoundry, Inc.
Company Size: 2-10 employees
Industry: Chemicals
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
3.0
Customer support
3.0
Functionality
2.0
December 2019
Adequate for simple product businesses
We run our business on it and have to work around all the limitations, it gets the job done, but we spend a lot of time having to use excel outside the product to get things completed. It is getting better but so slowly we have considered moving to another online software package.
Pros
QBO is an easy to use intuitive accounting software package with generally reliable online access. It has the basic accounting features that you would expect for a small business, but lacks the detailed features necessary for a bundled product business (one where your product is composed of Bill of Materials and you need to track the details on the sub components - think of gift baskets with 10 items in it, and the basket has a single SKU.) QBO has been improving in many ways and priority circle is a welcome addition to getting support.
Cons
The Reporting is really poor, you cannot simply build a report using any fields there are significant limitations of what fields you can include in a report. For instance you cannot write a report with customer and invoice information in it. IE. What customers have bought what products and when - this can't be done you need to export all the data and then do your own intersection to answer that question. There is really limited inventory tracking - as long as you stock and sell individual wigets your are ok, but if you sell bundles you are screwed. We have to do all inventory tracking outside of QBO because it is so lacking. You can't not do line item discounts. You cannot have negative product line items ( like volume discounts or returns, etc.) There are so many basic features in QBO Desktop that are totally lacking in the online version.
Reasons for Choosing QuickBooks Online Advanced
We were familiar with QB Desktop and thought that we would get the same features, bad on us for not really paying close attention to what we were buying. Since we are distributed in terms of people we didn't consider that QBO would be so lacking in features compared to QB Desktop.