Quickbooks Online Review

Date Established
1983
Location
Mountain View, CA

Highlights:

  • Robust feature set
  • Easy to use
  • Beautiful UI
  • Over 400+ integrations
  • Strong reputation

Overview:

If you’ve heard of accounting, you’ve heard of Intuit QuickBooks. Intuit has been one of the biggest names in accounting and personal finance for three decades now; it was founded in 1983 with the idea that there should be a better, simpler way to do accounting. The company’s first product, Quicken, was launched in 1984; QuickBooks followed in 2002; and QuickBooks Online came along two years later.

Since then, QuickBooks Online has seen some significant changes and advancements, including a complete interface rehaul in 2013. The software continues to be updated on a regular basis, and some of the most recent updates include additional integrations, inventory bundles, packing slips, and auto bank rules.

QuickBooks Online offers true double-entry accounting with ample reports and a strong chart of accounts, as well as customizable invoices, inventory capabilities, payroll support, multiple currencies, and over 400 integrations.

There are few downsides to QuickBooks Online, which is generally feature-rich, high-quality software. The customer service, however, leaves something to be desired; both the quality and quantity of support is surprisingly poor for such a large company. Time tracking and project management could also stand to be improved and a few customers complain that QuickBooks Online cannot compare to its desktop counterpart.

That said, there are several features offered by QuickBooks Online that you can’t get with the more traditional desktop version (such as automatic sales receipts, split transactions, and location and class categories). Many customers believe the sheer mobility of QuickBooks Online is entirely worth the upgrade.

Keep reading to see if QuickBooks Online is a good fit for your business.

Pricing:

QuickBooks Online offers a free 30-day trial of any plan with no credit card information required. After the trial, QuickBooks Online has three pricing tiers.

Simple Start Plan:

  • $15/mo
  • Track income and expenses
  • Invoices and estimates
  • Sync with bank accounts
  • Integrate with 400+ apps
  • One user, plus two accountants

Essentials Plan:

  • $30/mo
  • Track income and expenses
  • Invoices and estimates
  • Sync with bank accounts
  • Integrate with 400+ apps
  • Recurring invoices
  • Manage and pay bills
  • Schedule bills and invoices
  • Sales and profit reports
  • Three users, plus two accountants

Plus Plan:

  • $40/mo
  • Track income and expenses
  • Invoices and estimates
  • Sync with bank accounts
  • Integrate with 400+ apps
  • Recurring invoices
  • Manage and pay bills
  • Schedule bills and invoices
  • Sales and profit reports
  • Purchase orders
  • Track billable hours
  • Track sales and profit by location
  • Five users, plus two accountants

Intuit is currently offering a discount of 30% off the first six months of service with any plan (50% if you add payroll). There is no end-date given for the deal, so check these discount details to ensure the promotion is still occurring.

Web-Hosted or Locally Installed:

Web-hosted. No downloads or installation required.

Hardware or Software Requirements:

As cloud-based software, QuickBooks Online operates with nearly all internet browser so long as you have Internet access. For Windows computers, the latest version of Google Chrome and Firefox are recommended, as well as Internet Explore 10+. For Macs, the most recent version of Google Chrome and Firefox are recommended, as well as Safari 6/1+. QuickBooks Online also has desktop apps for Windows and Macs, which are said to run faster.

In order to read forms and use the print checks feature in QuickBooks Online, you will need Adobe Reader 7.0+ or the Firefox PDF plugin.

QuickBooks Online also has mobile apps for iPhone or iPad (iOS 9.0+) and Android (4.1+).

Specific Size of Business:

QuickBooks Online is ideal for all types of business. The smaller plans fit freelancers, independent contractors, online sellers, micro businesses, and small business. Unlike most other web-based software programs, though, QuickBooks Online actually has the advanced accounting features needed to support mid-sized and large businesses. With advanced reports, a strong chart of accounts, and even payroll capabilities, the only thing large business may be missing is access for more than five employees. If you are on the QuickBooks Plus plan, you can purchase more employees for an additional monthly cost, but the maximum number of users is 25.

Accounting Method:

Both cash basis and accrual accounting.

Ease of Use:

Considering that QuickBooks Desktop is widely reputed to be difficult and complex, I was surprised by how easy it was to learn and use QuickBooks Online. A few features were difficult to find, but the interface is generally intuitive and fit for accountants and non-accountants alike.

  • Set Up – While the process is not as simple as that of some accounting competitors, the QuickBooks Online setup is much more thorough than average and still incredibly easy to complete. You simply fill out your business information and choose which features matter most to your company (invoicing, POS, expense tracking, eCommerce, accounting, sales tax, mobile, employees). QuickBooks Online then creates a business profile for you according to these preferences. (Don’t worry, you can add features at a later time as necessary.) The software then guides you through key features and prompts you to watch a few explanatory videos. After your profile is set up, I recommend enabling bank feeds, setting up your chart of accounts with opening balances, and then perusing the features in the settings menu for a bit. While these steps may take some time, they are imperative and will help you get a sense of how QuickBooks Online works. If you don’t check out your settings options, you’ll miss things like customizing invoice templates and enabling inventory.
  • Organization – As mentioned above, the organization of QuickBooks Online usually makes sense and is easy to learn. Tabs on the left side of the screen mark Home, Customers, Vendors, Employees, Transactions, Reports, Taxes, and Apps. The quick create button at the top of the Home page is a shortcut to every major feature you might need. If you do happen to get lost or can’t find a necessary feature, the settings gear probably holds the answer.
  • Instructions and Guidance – If the guided software walkthrough isn’t helpful, or you can’t find what you need in settings, you are out of luck. Customer service options are incredibly limited. There are a few video tutorials for very basic feature explanations and a community forum—Intuit’s attempt at a help center—but finding the answers you are looking for is not easy (more on that later). Your best bets are to mess around with the software long enough to figure it out yourself, call a representative directly, or go to YouTube and check out user guides and videos created by actual QuickBooks Online users (not by Intuit).
  • Problems – While my experience using QuickBooks Online was mostly pleasant, there were few drawbacks. Most of the problems I encountered were minor annoyances, far from significant in the world of accounting software (though they were irritating enough to slowly drive me mad).
    • Runs Slow – The software runs incredibly slow. Once I sat for five minutes waiting for a single page to load. I began timing my wait because it was so ridiculous, and ultimately just exited the page at the five-minute mark. Initially, I wondered if my own server was running slow, but after looking at customer reviews, I realized this is a common problem across the board.
    • Not Always Intuitive – A few features get buried in the sheer amount of functions available. For example, it is incredibly difficult to find the inventory feature; first, you must click on the settings gear, select lists, then select products and services, where you can actually enable the tracking feature. This isn’t a deal-breaker, but it could be streamlined. It’d be nice to have a separate inventory tab.
    • Limited Features – While most features are incredibly advanced and do the job well, there are a few places when QuickBooks Online is lagging behind—primarily in the time tracking and project management spectrum. Time tracking is only available with the plus plan and the functionality of the feature is pretty limited compared to other companies. There are ample integrations to make up for this problem, though, so it isn’t a huge issue.

Features:

QuickBooks Online has an impressive feature selection. This covers only the basics of its offerings, so for a full list of features, go here.

  • Dashboard – A basic dashboard includes a list of tasks and charts for income, expense, and profit and loss. As mentioned above, the left side features tabs for Home, Customers, Vendors, Employees, Transactions, Reports, Taxes, and Apps. There is a settings gear and help button in the top right corner. In addition, a search transactions button, a recent transactions button, and a quick create button are featured in the top middle of the screen. The quick create button is a shortcut to invoices, expenses, estimates, etc.

quickbooks online - dashboard

  • Invoicing – While this is not my favorite invoice interface, the robust feature set and customizability are well above the level of most accounting software. There are five invoice templates (or you can import and existing invoice template via Microsoft Word). It’s possible to customize the logo, logo position, font, font size, header, footer, number of columns, and more. When creating an invoice, any saved contact information is automatically filled in, which saves a lot of time, and you can save default invoice messages. The Essentials and Plus plans actually support recurring invoices. Besides invoicing, QuickBooks Online also makes it easy to send sales receipts and refunds receipts when necessary. The only downside is that shipping costs and discounts have to be added as items.

QuickBooks Online - invoicing

  • Estimates – Creating estimates is easy and invoice conversion takes only moments. You can set a default estimate message. Estimates are sent via email and customers receive them as pdf documents. Sadly, there is no way for customers can comment on an estimate (there is a “client portal” for invoices, but it is really just a glorified preview tab).
  • Contact Management – QuickBooks online has one of the best contact management systems I have seen. When saving clients and vendors, not only can you add general contact information, but you can also include a display name, billing address, shipping address, preferred payment method, default payment terms, opening balance, attachments, and default tax codes. You can save important attachments, like contracts, to each contact. You can also save time by sending batch emails to contacts.
  • Accounts Payable (Essentials and Plus Plan Only) – Through QuickBooks Online, you can enter and sort bills easily. You can also set recurring bills and schedule them to be paid at a later date. With the Plus plan, you can create purchase orders and convert them to bills. You can also print checks via QuickBooks Online.
  • Chart of Accounts – This feature stays true to traditional accounting practices. QuickBooks Online has a default collection of accounts set up, but you can customize each account to fit your business.

QuickBooks Online - chart of accounts

  • Bank Reconciliation – Automatic bank feeds are easy to set up, though manually uploading statements is a little less straightforward. But the matching transactions and duplicate detection features work well. You can also categorize transactions and attach receipts to expenses.
  • Budget (Plus Plan Only) – Unlike the desktop version of QuickBooks (which only allows one year-long budget), you can have multiple budgets in QuickBooks Online. You can use data from a previous financial year as your basis for a budget or you can copy existing budgets. You can create budgets by customer, class, location, or by year.
  • Time-Tracking (Plus Plan Only) – The time tracking and project managing features offered are are surprisingly limited, but you can track billable hours, charge these hours to customers, and/or to turn them into employee timesheets. Time tracking is not supported on mobile devices.
  • Payroll (Additional Cost) – Payroll is incredibly easy to set up. You simply go to your employees, establish a pay rate (by salary or by hour), set employer taxes, add W-4’s, and set a payment schedule (weekly, biweekly, monthly, every other Friday, etc.) Then print the payroll stubs and check out the payroll reports. You can set an email reminder to let you know when it’s time to pay your employees.

QuickBooks Online - employee timesheet

  • Inventory (Plus Plan only) – While each plan has item list management, only the Plus plan tracks inventory. When adding items you can save default sales prices, purchase prices SKU numbers, and item descriptions. You have the unique option to create item bundles, which make invoicing a breeze. You can’t set notifications for low inventory levels, which is disappointing, but you can see the current stock level when you are creating invoices; this saves a lot of headaches. There is no way to automatically track asset depreciation, which is surprising for such a well-rounded accounting software.
  • Reports – The number of reports you can access varies depending on your plan ( the Simple Start plan begins at 44 reports and the Plus plan tops out at 106 reports. As you can imagine, such a vast number of reports cover nearly everything you can think of. For a full list of reports and report details, go here.
  • Packing Slips – QuickBooks Online supports packing slips.
  • Location and Classes – This unique feature lets you sort transactions, estimates, and billable hours by a specific location or class. You can also run Profit and Loss reports by specific location or class.
  • Sales Tax – You can save as many sale taxes as needed. In addition, you can assign a default sales tax to your customers.
  • Tax Forms and Support (Plus Plans Only) – The Plus plan lets you prepare and print 1099s for each employee. There is an additional fee to send these forms via e-file.
  • Multi-Currency – QuickBooks Online supports multiple currencies. For more information, go here.

Customer Service:

This is where QuickBooks Online really drops the ball. Not only does it lack email support, the phone services it does offer are often slow, and representatives vary in knowledge of the software.

In our past reviews of this software, wait times for support were between 20 and 30 minutes. Although that time has decreased significantly, you still have to jump through a lot of hoops (read: answer a lot of automated questions) in order to speak to a representative. When you do finally get to a customer service rep, they are nice enough, but less informed than you would expect. One woman I spoke with didn’t know where certain features were located, and I ended up finding the answer to my own question before she could respond.

In addition, the community forum is far from a Help Center equivalent.

Intuit seems to be taking measures to improve their customer service, but they still have a long way to go.

QuickBooks Online offers phone support from 6:00 am – 6:00 pm PST, Monday through Friday; Saturday hours are 6:00 am – 3:00 pm PST. Support services include:

  • Phone – Call customer support at 1 (877) 556 -4324.
  • Community Forum – The biggest support service QuickBooks has is their community forum. Both Intuit employees and fellow customers can answer any questions posted, and new questions are answered relatively quickly. But personally, I found that the search bar functioned very poorly and filtering through all QuickBooks products to find QuickBooks Online specific articles was annoying.
  • In-Program Help Button – QuickBooks Online features a help button in the top right corner of the software. The search results draw from the QuickBooks community, so you want to make sure your search result is answered by an actual Intuit employee. We had issues with this function in past reviews, and the search function in particular is still far from perfect, but it does seem to have improved somewhat.
  • Video Tutorials – QuickBooks Online features video tutorials to explain how each function works. The videos, while mildly helpful, are incredibly basic and feel more promotional than educational.
  • YouTubeYouTube features the same tutorials you can get on the QuickBooks Online site, but in my experience, videos from fellow users on YouTube are much more helpful.
  • QuickBooks Online Classes – QuickBooks online offers both in-person and online classes at an additional cost. For more information, go here.
  • QuickBooks Blog – QuickBooks has a blog, but again there is no separating QuickBooks Online from other QuickBooks products. The search bar is very limited and articles mostly consist of recent updates and ongoing giveaways. I found myself very underwhelmed by this resource.
  • Social Media – QuickBooks has a Facebook page where they post updates and helpful advice articles. Customer comments are generally responded to within 24 hours and responses are relatively helpful and always kind (despite the extreme anger of a few customers). There is also a Twitter specifically for QuickBooks Online users. Posts feature updates, helpful article, and a few inspirational quotes. Very few customer tweets are found, so Facebook might be a better bet for questions and comments.
  • QuickBooks Pro Advisor – The software also offers QuickBooks Pro Advisors who can help walk you through the program (again at an additional cost).

Negative Reviews and Complaints:

Although many customers praise QuickBooks to high heaven, there are a few significant shortcomings to the software. QuickBooks Online only receives 2.4/5 stars on G2Crowd. Some common complaints include:

  • Poor Customer Service – This is by far the biggest customer complaint. Many users dislike the slow service and report being on the phone for obscene amounts of time. A couple users say the customer service used to be better but has since declined, and a few people claim that QuickBooks tried to scam them into paying an extra service fee in order to fix the problems they were having.
  • Runs Slow – Many dislike that the interface runs slowly, myself included.
  • Bugs and Crashes – Various bugs and crashes are reported again and again across multiple sites. In the past, downtime and outages have also been a fairly common complaint, though this seems to be less of an issue as of late.
  • Limited Mobile Apps – Quite a few customers dislike that time tracking is not available on the mobile app. The selection of reports is also limited. A couple Nexus users were unable to use the app at all due to lack of support.
  • Doesn’t Compare to QuickBooks Desktop – Another common complaint is that QuickBooks Online does not compare to the desktop version. Quite a few customers were so underwhelmed by the software that they ended the service completely, while others switched back to the desktop version.
  • Unauthorized Charges – One customer reported that her account was charged without authorization and it took five months to fix the problem.

Positive Reviews and Complaints:

Intuit is accredited by BBB and the company is given an A+ rating. QuickBooks online receives 4/5 stars on GetApp. The mobile apps rank highly with Android users giving the app 4.3/5 stars and iOS users giving the app 4/5 stars.

Despite the complaints listed above, there are many happy users. Quite a few users also view QuickBooks Online as a huge upgrade to the desktop version. Here are a few of the things they love most:

  • Mobility – The most common praise is that QuickBooks Online gives mobility to users and companies. Previous QuickBooks desktop users particularly like that they are no longer tied down to a particular computer.
  • Good Accounting – QuickBooks Online is praised as one of the best full-featured accounting software options around. Accountants in particular rave about the reports, chart of accounts, and bank reconciliation features.
  • Easy to Learn – Many customers find QuickBooks Online easy to learn and use, especially compared to the desktop version of the software. Even non-accountants find the software enjoyable to use.
  • Feature Selection – The amount of features supported by QuickBooks Online is a common point of praise. Many users particularly like payroll capabilities.
  • Saves Time – Business after business reports that QuickBooks Online saves time and keep their company organized.
  • Ample Integrations – With over 400+ integrations, it’s no wonder customers like the amount of add-ons available to them.

Here’s what a few users are saying:

“I am not an accountant. Not even a bookkeeper. But I find QuickBooks pretty easy to use. I help and do various tasks for a small service business called 1 on 1 Lessons. Either at the end of each day or at the end of the week, I record sales and expenses and add receipts or attachments for every item. It is very easy to do this and feels intuitive to find things in QuickBooks.” – Stephanie Kumets, 1 on 1 Lessons

“QBO is consistently becoming more and more robust. In true Intuit fashion, they are listening to their users and adding new features constantly. And if QBO doesn’t do it, there’s an app that does that will sync seamlessly with your file.” – Carolyn Franjko, MJ Business Solutions

“QuickBooks Online has impacted our business by allowing us to just focus on marketing on sales and not on accounting, which is so crucial for a small business when sales is the most important thing. Because of QuickBooks accounting hasn’t been a headache.” – Andrew Kitirattragarn, Dang Foods

Integrations and Add-Ons:

QuickBooks offers an unbelievable amount of integrations. The software is compatible with over 400 third-party integrations. And to top it all off, QuickBooks Online also supports Zapier, a third-party add-on that connects users with 500 additional integrations. Of these integrations, around 30 are payment gateway processors.

Some of our favorite integrations include:

  • Stripe – Payment platform for both web and mobile payment methods. Read our full review here.
  • Authorize.Net – Accepts all major credit card through online payments, mobile devices, or in-store purchases. Read our full review here.
  • Full Slate – Full-fledged online scheduling software with key customer relationship management.
  • Magento – One of the top internet retailer platforms out there. Read our full review here.
  • Gusto – A payroll software that also manages health benefits, worker’s comp, and even 401(k) plans.
  • Sumac – Website integration designed for nonprofits. Tracks donations, volunteer sign-ups and more.
  • Maestro – Powerful data analytics tool.
  • Temponia – Time Tracking solution that utilizes calendar based scheduling to track projects and billable hours.
  • Insightly CRM – Free project and contact management software.
  • Zendesk – A customer service platform with help center, phone, and support ticket services.
  • Avalara – Automated sales tax solution that automatically calculates sales tax from a customer’s address.

Security:

QuickBooks Online uses 128-bit SSL encryption and multi-factor authentication. Physical safeguards have been implemented at the Tier 4 data center, and routine testing is to ensure security. For more information on Quickbooks security, and to learn how you can play a factor in making your data even more secure, go here.

Final Verdict:

Overall, QuickBooks Online lives up to the Intuit reputation of providing some of the most advanced accounting solutions on the market. This software fulfills traditional accounting needs while remaining easier to use than its desktop counterpart. In-depth contact management and highly customizable invoice templates and automations are just some of the great features QuickBooks Online has to offer.

Yet no software is without fault, and QuickBooks Online has its fair share of issues. Poor customer service and a lack of good time tracking/project management features are surprising for such a large, well-established company. In addition, the limited number of users allowed, even on the higher plans, may be a big problem for bigger organizations.

However, QuickBooks Online still has a number of wonderful features and an unbelievable amount of integrations, making it a great choice for businesses who want a true accounting tool. Take advantage of the free trial to see if QuickBooks Online is right for your company.

Chelsea Gritten

Chelsea Gritten

Head Accounting and Invoicing Writer
Chelsea Gritten is a writer, avid reader, and researcher. In addition to loving writing, she became interested in accounting software because of her constant desire to learn something new and understand how things work. When she's not working or daydreaming about visiting England, she can be found creating new stories, drinking obscene amounts of coffee, reading anything written by C.S. Lewis or Ray Bradbury, kayaking and hiking, or watching The X-Files.
Chelsea Gritten

Latest posts by Chelsea Gritten (see all)

Leave a comment

152 Comments

    Bruce Bergley

    One wonders how Intuit can sell Accounting software that does not have a General ledger.

    2
    Chloe Bahal

    Hi Bruce,

    It looks like the Simple Start plan does not have the general ledgers report, but the Essentials and Plus versions do. Here is some more information. I hope this helps and if you have further questions please don’t hesitate to let me know.

    Mark Johnson

    Quick books merchant services caused my first business to go bankrupt. They facilitate credit card fraud. Read the fine print. They take no responsibility only your money. I would advise using a different merchant service.

    William Price

    As far as accounting software goes, QuickBooks is the absolute worst.Save yourself the aggrivation, DO NOT USE IT. Find literally any other alternative out there. Customer service is terrible and if you have a question 100% expect to be transferred at least a minimum of 3 times every single time you call. The company can't even provide simple receipts for the charges that posts such as subscription fees and etc. What a hassle and stay away from it as will I now and won't ever come back.- Will

    1
    Trudy

    If I could give zero stars right now I would. I've been a user of both QuickBooks desktop since 1999 and QuickBooks Online since 2014. Tried going back to QuickBooks Premier but both desktop and online versions are deficient in basic functions and Intuit has grown much too large to care. I'm sorry I've wasted a LOT of money on upgrading to their most recent software. Wish I had gone with a competitor. Intuit has clearly become much too comfortable with their dominance in the market. Extremely frustrated!

    1
    keith hediger

    HORRIBLE SOFTWARE. I WOULD BUY SOMETHING ELSE. IN THE PAST I HAD FEW ISSUES WITH QUICK BOOKS PRO. HOWEVER, SINCE I UPDATED TO QUICK BOOKS PRO 2016 THE PROGRAM HAS BEEN RANDOMLY CLOSING ON ALL APPLICATIONS!QUICK BOOKS HAS DONE NOTHING TO ADDRESS THIS SITUATION FOR OVER 9 MONTHS!

    1
    Don Jackson

    I have used and recommended QuickBooks for 20 years - but I will no longer be doing this. They have reached a size that they do not care about customer service. There goal is to be the Comcast of accounting software! Gotta use them no matter how they treat you. There are many new products coming online including Xero and others. I am a CPA and recommend software to my clients. I will be exploring new options for my clients. Intuit used to be the scrappy newcomer taking on Peachtree, etc with a good product, good price and good customer service. They no longer care about customer service or price (product is still good - but for how long?) Will be interesting to see the next new company. It will be one that understands they are a service company.

    1
    MARY WHEADON

    this system should be good but is running so slowly that i could manually enter most things faster had major problems from the start bank rec not only coming across once but three or four times do you have any idea how long it takes to exclude transactions not one or two but thousands and when contacted quick books they did not want to know, am looking for a different provider now .
    do not buy find a different one/

    Ian

    Don't waste your time with Quickbooks On Line!It is missing some pretty fundamental requirements. 1/ Remittance statements are absolute garbage! You can hours of fun getting to know your suppliers accounts department (as we do every month), explaining your remittance statement to them.QBOL does not show any supplier credits in the remittance statement only the total of invoices paid??Hence, payments do not match the remittance statement. This issue has apparently been outstanding for two years. When you contact support you receive the standard patronising, platitudes of how they really appreciate the feedback and please add it the development list!2/ No ability to intuitively track backorders.If you enjoy banging your head against the wall, this is the ideal product for you.

    1

    This comment refers to an earlier version of this review and may be outdated.

    Trudy Watkins

    I’ve worked with many accounting software packges such as Timberline, simplicity , Sage 50 , Sage One, QuickBooks , AccPac, I enjoy working with QuickBooks but please tell me WHY the reports are in kindergarten size, it looks solo unprofessional. OR! Am I missing something, this is my biggest hurdle I cannot get over, as silly as it sounds. Please help me, then you have me 99% sold.

    This comment refers to an earlier version of this review and may be outdated.

    Nova

    I am beginning to despise quickbooks. I use RightNetworks to host my Quickbooks Enterprise and I have had to call twice in the last 30 days to get payroll issues resolved and this time the representative changed my payroll check numbers to different numbers than the original checks that were issued! They keep saying the issue has something to do with Direct Deposit (which i have NEVER used) and they have to go in manually and fix it EVERY MONTH! I just got upset with the representative that changed the check numbers on checks that had already been issued and asked to speak with a representative. Right now I have been on the phone for 25 minutes and am still holding! Find another software to use, quickbooks support sucks big time!

    1

    This comment refers to an earlier version of this review and may be outdated.

    Marty Houston

    Customer Services--Real problem with Quick Books- there computer system all over the world are not connected to each other. if you have any problem it is a min-um of 1.5 hours on the phone, and you still cannot get any help- they will transfer you 5,6,7 times until you give up. only solution i have found is to call your credit card company and dispute the charges. do not ever give this company your credit card # very risky Marty HoustonOwner Houston Services Inc.

    1

    This comment refers to an earlier version of this review and may be outdated.

    Lisa Hamaker

    The transition from PC platform to online is painful. I do not understand why they took an intuitive system and made it so complicated. I would only recommend if I reviewed the competition, perhaps there’s something worse out there? Not sure what they were thinking in the webdesign. They clearly didn’t take any end-user feedback into account. I’m going to search other services.

    This comment refers to an earlier version of this review and may be outdated.

    Sarah Short

    If I could rate QBO as a ZERO, I would. My on-line has a glitch and I cannot pull any reports at all. None of my reconciliations show at all. QB has been "working" on the glitch for about 2-3 months now with no resolve. I'm trying to run a business and can't reconcile my accounts. I'm completely disappointed. They have no solution for me except to tell me "we are working on it." I do not recommend this product at all.

    1

    This comment refers to an earlier version of this review and may be outdated.

    Philip R. Fink

    I find QBO very cimbersome. I love the regular QB, but i find the QBO lacking some of the reports that I am use to, especially the employee earnings reports. Maybe I need to find a course that trains you to use QBO so that I can make better use of QBO. I personally don't use it unless I have a client that gives me access to it. I mostly use regular QB that I backup to a flash drive at my client's facility and restore to use in my office.

    2

    This comment refers to an earlier version of this review and may be outdated.

    Daylan Guffey

    Quick books is a joke. had it for a month and have had nothing but problems. now quick books is not syncing properly and i have to come up with 300 more dollars for fix this buggy program. if you need a accounting product i highly recommend avoiding this one. its nothing but a head ache and scam to get in to your pocket. they put out a program thats has a tone of bugs and expect you to pay to fix the problems

    1

    This comment refers to an earlier version of this review and may be outdated.

    Margo Buckles

    QBO is the worst piece of accounting software I have ever seen. I don’t know how anybody can like using it. To get to any useful information, I have to click through a ton of stuff (yuck!). It is NOT intuitive. It’s inventory management is terrible – there is no way to account for purchase order or sales order back orders. We do light manufacturing, and there is no way to show inventory moving from one category to the other. Moreover, one of the reasons that we moved to QBO is that we wanted to have multiple people follow orders, etc., and there is nothing like this available in QBO. I hate QBO, and I am actively looking for something better.

    This comment refers to an earlier version of this review and may be outdated.

    Barry

    My initial feelings about Quickbooks Online was that it was one of the better of a bad breed. The main failings are the occasional crash, the fact that it often seems to go to sleep and the poor reporting on most of the options. and the fact that making adjustments to VAT can lead to disasters. I am a Chartered Accountant and looked at this for clients. My main criticism is for many in the UK it totally useless. I have a number of clients with rental property or investments and these will need a decent accounting software especially with the UK government's and HMRC's indication that electronic recording will be required by 2020. These need to use the UK fiscal year of 5th April. For some reason this is NOT an option. Normal Months only. I questioned this and this was confirmed eventually after considerable evasion by Intuit. I will have to look for an alternative.

    2

    This comment refers to an earlier version of this review and may be outdated.

    shaw77

    I am not a fan of QBO, am a long-time QBD user. My new issue with QBO is that I have a non-profit client who is discontinuing their business – and it seems there is no way to keep a copy of their data file…if they are audited in 2 years, their data is gone…wondering if this is really true.

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi there,

    So long as your client in based in the US, they should have no problems exporting their company file. Just go to Settings > Export Data. They will need to use Internet Explorer. You can find more details here.

    Best,
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    Keith Salustro

    Why does the article state “Unfortunately, if you’re looking for a cloud-based equivalent of QuickBooks Pro, it doesn’t exist; not in QBO and not anywhere else.”?
    That is not the case, there are authorized hosting companies that will offer QuickBooks Desktop in the cloud. Here is a list of them:
    http://intuithostingprogram.com/authorized_hosts.php
    Here is one co I randomly picked which explains the offering pretty well:
    https://www.rightnetworks.com/solutions/quickbooks-hosting/

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi Keith,

    Great question. My statement could probably do with some clarification, so thanks for pointing that out. 🙂

    When I say “cloud-based equivalent,” I’m referring to actual cloud-based software. You can, true, use a hosting service for QuickBooks Pro–however, it’s a little different than software that’s actually been built for the cloud, especially when it comes to accessibility from mobile devices. (QB Pro is not mobile-friendly, and I’ve yet to hear of a hosting service which has found a way around that.) Also, it doesn’t help accountants access company files remotely unless all their clients decide to pay for hosting.

    That’s not to say that using a hosting service isn’t a great solution for some companies (for instance, if they love QB Pro but need to have their company file accessible from multiple offices), just that there’s no offering out there which provides all the features of QB Pro and all the benefits of cloud-based software.

    Best,
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    Heather

    Online is not user friendly and very slow. My biggest complaint is if you decide to upgrade you CANNOT go back to your old version without starting a whole new company. We wanted to see if the inventory feature worked for us.........awful! We wanted to go back to the plan we had previously and we were told it is not an option. Now we have two options, either pay the additional fees for features we will not use, or cancel and start all over! Would not advise this product to any small business. Option three, which I went with........cancelled the whole thing and went to another accounting software program. Think twice before using this program.

    1

    This comment refers to an earlier version of this review and may be outdated.

    Sue BE

    Which software did you end up choosing?

    5

    This comment refers to an earlier version of this review and may be outdated.

    Jeff Craven

    Hi Katherine. I am leaning toward implementing the Online Plus program here because while I am a Windows user, there are quite a few people in the company that are die hard Mac users and as I understand it, the other QuickBooks products all require Windows access. Is this true? Are there any other resident based applications that allow platform independent access? Thanks

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi Jeff,

    Thanks for your question, and my apologies for the delay in response! Intuit does offer a locally installed QuickBooks for Mac product, though it’s missing some of the features of the locally installed programs for Windows. However, it sounds like you’re looking for something to run on both Windows and Mac computers. Is that the case?

    Cheers,
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    Jeff Craven

    Thanks Katherine. I was looking for a product that can be accessed by Mac’s and PC’s so on the advice of our CPA’s, we will probably end up with the QuickBooks Premier product using a company called Cloud9 to host it. Not as cheap as QBO but our accountants strongly steered me away from QBO due to its limitations and our needs. Thanks again. – Jeff

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Thanks for the follow-up, Jeff–good to hear that you’ve found a solution!

    I’ve spoken with a fair number of people lately who have found hosting QB Pro or Premier to be their best option. Feel free to drop a line after you’ve been running the system for a few months, and let me know how it works out for you!

    This comment refers to an earlier version of this review and may be outdated.

    Jeff Craven

    Will do. Thanks again.

    This comment refers to an earlier version of this review and may be outdated.

    Tony Fairclough

    I think it is a crying SHAME that QuickBooks has decided that their Canadian customers mean nothing to them. I have been using the Desktop version of QuickBooks for 13 years and it has become a very critical part of my business. I was talked into changing to the Online version and have been using it for almost a year now. However, it is just not as full featured as my Desktop version.

    NOW IAM BEING TOLD THERE IS NO TURNING BACK. There is absolutely no way of exporting our data back to QuickBooks Desktop. My companies data and myself are literally being held hostage using a product/service that does not work for us.

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi Tony,

    Thanks for your review; I’ve heard the same from other Canadian QBO customers. While you can’t export your full company file, have you tried exporting each piece of component data as a csv? (Yes, this will take some time, and it’s a pain – but it’s a workaround that should allow you to transition back to Desktop, and an hour or two may be a price worth paying for getting those extra features back.)

    Best,
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    Tony Fairclough

    Hi Katherine, I was advised by several folks that this is my only option at this point. Thank you for replying.

    This comment refers to an earlier version of this review and may be outdated.

    Robert

    Contact CDATA.COM they have the facilities to help you.

    This comment refers to an earlier version of this review and may be outdated.

    Don Wheat

    Never fall for the Cloud. You should have considered Big Business for your business. It is outstanding and far more comprehensive.

    This comment refers to an earlier version of this review and may be outdated.

    Michael Dean

    QuickBooks desktop was great. Once you have to use Intuit online (as you grow bigger). The customer service is among the worst I have ever experienced. If you grow out fo the desktop version, go look for another software because Intuit sucks.

    This comment refers to an earlier version of this review and may be outdated.

    Ron

    Due to Microsoft’s continued attempts to create a viable operating system, Windows 95, Windows 7, Vista, Windows 8 etc I switched to a Mac and LOVE it. My wife still uses a PC and runs Quickbooks. She want to convert to a Mac. Does the NEW Quickbooks 2016 finally work on Macs? Can her bookkeeper/CPA, that runs a PC, convert the Mac files to PC for auditing?

    This comment refers to an earlier version of this review and may be outdated.

    Virginia Snyder

    I have to agree with the litany of customer complaints regarding poor customer support and the lack of sophistication with the online version. Frankly, I'm surprised at your high rating. My business support organization utilizes various SW programs for our clients, including the desktop and online QB versions. Intuit's support is so dismal, none of my clients will contact Intuit to resolve issues with the cloud versions. We are thus entrusted with this dubious and painful task. Fortunately, we can often come up with an answer for the client since we have many years of working with various operations and accounting programs and can develop workable, workaround solutions. However, when this is not the case, we cringe at the prospect of having to contact their support staff. Often, it takes two hours phone time, with no resolution due to a lack of knowledge on the part of the support representative. Other client complaints surround the lack of sophistication with the online versions. Chief among these: The customization of reports is virtually non-existent compared to the desktop version. Other reporting functionality is woefully lacking. In addition, navigation is so poor and relatively cumbersome it wastes the user's time. I could list more issues, but do not have the time. Intuit's major challenge in light of the increasing online market demands and alternative SW solutions appears to be a lack of sophistication and integrity.

    2

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi Virginia,

    Thanks for your review and comments. Is there a cloud-based alternative you’ve found to be a better solution for your clients?

    Cheers,
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    Virginia Snyder

    Hi Katherine. Well, your question is a little vague. That depends on the type of business. For example, are you referring to very small businesses wherein a sole proprietor handles the day-to-day transactions or a small staff; larger companies that require more robust accounting solutions; industry or cross platform specific? I’m sure you’re aware of Intuit’s leading cloud SW competitors.

    I’m curious about your statement : “…good accounting practices for those with a background in bookkeeping.” Many of the complaints I hear are from the bookkeeping staff. Usually, small businesses do not have in-house accountants; those that do are actually full-charge bookkeepers or focus on cost accounting, and so forth. I have yet to encounter one accountant who is happy with the limited reporting of Intuit’s cloud-based versions…especially, with regard to internal auditing, tax return preparation, cost controls, etc. Where did you derive your feedback from?

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi Virginia,

    The question was intentionally open. I’ve yet to find a cloud-based solution other than Xero which can really compete with QBO in terms of features (and while Xero pulls ahead in some areas, it’s behind in others). If there’s software which you routinely recommend to clients in place of QBO (for the same target market), I’d love to hear about your experience. The field of cloud accounting is vast, and I’m always on the lookout for great software to review.

    When I say that QBO “strikes a good balance,” I don’t mean that it’s everyone’s favorite solution – simply that it forges a reasonable compromise between the requirements of business owners and bookkeepers for many small businesses. Most accountants I’ve heard from prefer the desktop versions–however, many business owners who handle their own bookkeeping find the learning curve on those too steep.

    As for accountants who are happy with the program, a quick way to find some is to read through the comments on the Xero review and Xero v QBO article on this site. Intuit’s on-site reviews and forums are another source, and the software is ranked very highly by CPA Practice Advisor as well as several other accountant-focused resources. Again, that’s not to say it’s an accountant’s dream. But for cloud-based software, many accountants still believe it’s the best option available.

    I hope that helps to answer your question – and if there’s a cloud-based accounting solution you recommend in place of QuickBooks Online, please do let me know!

    This comment refers to an earlier version of this review and may be outdated.

    Donald Wheat

    It is nowhere near the capability or speed of Big Business Inc. which does not force you into a Cloud. You have a Server, Client environment which is fast and it is a fully relational data base system. Big business has more and better reporting features and support that is development tech driven not some foreign voice that can not answer your question.

    1

    This comment refers to an earlier version of this review and may be outdated.

    Leslie

    Hi Katherine,

    Thank you for this review site and for your prompt reply to questions.

    This is a due diligence question prior to trialing/purchasing QBO. Our bookkeeper of two years (who’s been using QBDT for over a decade) will soon be leaving. Because she was often behind with much of our QB data (bank reconciliations not done for 6 months just one example), i never trusted our QBDT to be giving me an accurate or complete picture of our financial status. However, she stayed on top of payroll, taxes, W2s, and invoicing, so I just lived with the incomplete picture (we live in a very small town where professional bookkeepers charge far more than a small business like ours can afford.)

    Once I learned of her imminent departure, I came across and began researching QBO. In addition to handling our payroll, I’m most impressed with its ability to keep our bank and credit accounts synchronized once everything is set up. No more worries there. I’m in the process of going through a series of tutorials on the conversion process.

    Our departing bookkeeper initially offered to help with the conversion. However, after reading 2 detailed articles I sent her, she’s balking with these comments:

    “I find these articles worrying because of all of the things that do not convert or transfer to Quick Books Online. It says the statement charges would convert to invoices (possibly confusing for customer inquiries,) payroll tax setups for employees, reconciliations and memorized transactions, not to mention item lists wouldn’t transfer, etc. Who are you going to have set all that up in a new program? It’s more than a couple hours’ worth of work and to what end?

    I wonder if most of what you want to do online wouldn’t be easier to set up through the desktop version, where you already have so much information stored. I think your best bet would be to do a free trial of the basic payroll online in conjunction with the desktop program, at least to start with. You can set up the desktop version to use the online banking through QB for your accounts payable if you want to keep doing that. QB 2013 will be supported until May of this year, so maybe try this first?”

    I really want to go with QBO (and Bill.com for BillPay) as soon as possible and am already going through Lynda.com tutorials but wonder how much validity there is to her comments. Your input is appreciated!

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi Leslie,

    Thanks for your question, and my apologies for the delay in response. Your bookkeeper’s concerns do have some validity; however, I don’t think anything you’ve mentioned is on its own a reason to avoid conversion if that’s really what you want to do. Yes, you may have to pay someone to help handle any complications caused by the conversion (data that doesn’t transfer correctly, etc.), but some of the data (like item lists) should be pretty easy to import even if it doesn’t transfer in the initial conversion. Other things (like payroll settings) will likely take more time.

    As you probably know from reading the comments here, a number of people have had problems with conversion, some of them pretty severe. It’s still a minority of cases, but it’s best to be prepared for the fact that this might not go quite as smoothly as it should. Also, if you plan to keep your accounting data online, you’ll no longer be limited to local bookkeepers. It wouldn’t be a bad idea to seek out someone who’s well-versed in QBO and the conversion process, so you have someone to turn to if things go poorly.

    Now, if your bookkeeper has told you there’s data you can’t transfer to QBO because QBO isn’t capable of handling it, that’s an issue that could prove a deal-breaker. (There are certain types of data for which this is the case, as QBO isn’t as robust as QB Desktop.) But from what I’m seeing, her main concern is that converting will be a lot of work.

    It’s also important to bear in mind that for most companies, QBO will cost far more in the long run than QB Pro. I’m assuming you’ve already factored that in to your calculations, but it is a point worth considering. Also, QBO has fewer features on the whole than the desktop versions of the program, but if these are features you don’t need, that may not be a problem for you.

    Finally, it sounds like your main reason for switching is to keep your company data up to date. You can purchase live bank feeds for QB Desktop, so if that’s the only reason you want to switch, then it’s worth looking into that option. If, however, you want to be able to access your data from multiple locations or deal with a user interface which is more intuitive to a non-accountant, the switch will likely pay off in the long run.

    Best of luck to you! Let us know how it works out!

    Best,
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    Nate Lewis

    This whole system is very deceptive. They say that it’s $40/month for the highest quality software that everyone is using all over the world. But then once the program itself glitches, they say that I should have bought a $200/year tech support plan…
    They say everyone needs it. My ass it’s $40/month. That’s false advertising. I’m buying the desk top version if that’s how it is or sticking with Excel if I can’t find a quality company that’s honest.

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi Nate,

    Tech support is included with QBO Plus. Can you give me some more details on your experience and the tech support plan the company recommended to you?

    Thanks,
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    Anonymous

    Dear Katherine, how can QuickBooks receive so many stars? When I browse through the ratings here, most of them are 1 star ratings. Can you please explain how you arrived at almost 5 stars for QuickBooks Online? Thank you.

    1

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi there,

    Great question! I touched on the answer in my second response to Otto a week ago, but I can understand why this might be confusing, so I’ll go into a bit more detail here. First, while the comments posted on this review are by and large negative, user reviews of the service as a whole (from all sources) are much more balanced. (For instance, you can read some of the comments on our Xero review and find people defending QBO there.) Also, when examining user reviews of any software, you’ll tend to see a trend toward the negative. Most people who are moderately happy with their software don’t post about it. They might post if they’re thrilled – thus the good reviews – or if they’re upset. But that does lead to a negative bias across user reviews in general.

    With QuickBooks Online, this phenomenon is exaggerated, for the simple reason that many of the people posting one-star reviews are doing so because they expected QBO to be the cloud-based equivalent of QuickBooks Pro. While this is understandable (Intuit is, after all, pushing its clients to convert to QBO from the desktop program), it means that many people are ranking the program poorly simply because it’s not what they expected. The user interface is markedly different than QB Pro, and anyone who’s been working in QB Pro for years will have to take some time to get used to the new layout. That means tasks that someone used to do in one minute might now take five or ten minutes, at least the first time through. Naturally, it’s a learning curve, and in some cases, what took one minute in QB Pro might take an experienced user forty seconds in QB Online. But it takes awhile to get to that point, and during the initial conversion, there’ll be a lot of frustration which inevitably results in negative comments. As a general rule, people don’t much like change . . . and Intuit made some massive changes in QB Online.

    On the other hand, if you only read reviews from new users of the software – people starting to use QBO as their first accounting software – you’ll see a much more positive trend. You don’t see many users of Xero or Zoho Books complaining that their program isn’t QB Pro – they never expected it to be. So I take that into account when considering user feedback.

    Finally, my purpose in providing star ratings for software is to give people a good idea of how one piece of accounting software stacks up against the others. And in hundreds of hours of testing accounting software, Xero is the only cloud-based program I’ve seen that can really give QBO a run for its money when it comes to features. Other programs may be better for certain businesses, depending on their accounting needs, but in many cases they may not be adequate. If I were to say that a 5-star program was an absolutely perfect accounting program, with 4 stars being a cloud-based equivalent of QB Pro, then all the accounting software I’ve rated would end up getting 1-3 stars. And that defeats the purpose of having a 5-point scale. It makes it harder to see how the software lines up with other options. So I rate software primarily based on a scale not of perfection, but of the alternatives available.

    Now, in a few respects (notably, customer service) QBO lags those alternatives, and that fact is what keeps it from 5 stars. But when it comes to cloud-based accounting software, QBO is still one of the best options available for most companies. If that changes – if a better alternative emerges, or if I start seeing overwhelmingly negative user reviews across the internet – well, then I’ll adjust the program’s rating accordingly.

    I hope that helps to clear up any confusion!

    Best,
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    Diane

    Katherine,Regarding your answer to the question of why so many stars are only 1 (like mine) and overall it's higher. I am suspicious! I disagree with your assessment of the star reviews. I run a website with 4.9/5 stars and I can tell you my customers love to write reviews, even if they are glowing. I notice all of viewer's comments are followed by "This comment refers to an earlier version of this review and may be outdated." even if it was posted 3 days ago. What's up with that? QBO is a terrible program - can't even print a proper packing slip without messed up margins. I am SO done with it, but having investing days of work to make it reflect what we actually do, I cannot afford to invest in something else. Buyers beware! And, one last thing: Canadian customers: DO NOT TRUST the GST reporting. It's wrong. I checked with Revenue Canada and have a letter stating that sales not subject to GST/HST should STILL be reported. Quickbooks removes them from the report. Unbelievable. We have a work-around, but god help anyone getting audited. Dianewww.secretstoragebooks.com

    1
    Otto

    Katherine:With all of the trouble with QB Online, are some people successfully combining a remote desktop service and quickbooks desktop version to accomplish the ability to work on quickbooks remotely. (obviously cloud back-up does not get accomplished this way).Any thoughts. Thank you to you and the other reviewers.

    3

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi Otto,

    Great question! I haven’t heard about this, probably because for many small business owners, one of the reasons to choose a cloud-based service is access from mobile devices – and I’m not aware of a remote desktop interface which can handle QuickBooks Desktop on a mobile device. (If there is one, please let me know and I’ll check it out! 🙂 ) If the business’s only need is access from a computer in another location, I see no reason a remote access service wouldn’t work, provided you have the correct number of user licenses. There may be some security concerns with remote access, though, so that’s something you’ll want to check into thoroughly before opting for that course.

    If you or any of our readers have tried this, I’d love to hear about your experiences!

    Best,
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    otto

    Katherine: My situation is that I have a "soon-to-be" remote employee (internal bookkeeping) , my outside bookkeeping firm (desires to work remote), and onsite need to enter some transactions and other basic tasks on-demand. So, I was looking to move my locally hosted Quickbooks to allow for these individuals to work in quickbooks (probably not simultaneously). Your review article and comments spooked me a little. Switching to another provider would cause more upheavel, as the bookkeeping firm will only work in quickbooks (BTW- they also are not a "fan" of the online version, primarily due to the lack of speed.) We are a sub-500k in revenue company and the accounting is not complex. Any thoughts and ideas.

    4

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi Otto,

    Oh, that is a tricky one! If there is a remote access service that works for you, that might be your best bet. I’ll note that despite QBO’s drawbacks, it has quite a few good points; while the majority of the comments are negative, that will be true of just about any software. Most people who take the time to post an opinion about a product – especially in detail – have run into problems with it. The vast majority of people who are happy with the product simply won’t think of posting. So it’s worth keeping that in mind while reading the comments. (That’s why I still give QBO 4.5 stars, despite some of the horror stories you’ll see in user reviews here and elsewhere.)

    On the other hand, I’ve seen and heard about enough problems with QBO – and specifically with conversion from QB Pro to QBO – that I can’t advise switching just yet. Maybe in another year or two, if and when Intuit has ironed out some of the kinks.

    A quick Google search of “QuickBooks desktop remote access” will give you a starting point for solutions; it seems like there are a few out there, though obviously I can’t testify as to how well they work. The other option would be to convert everything over to another system (likely Xero), but as that would mean switching accounting firms, it’s probably more trouble than it’s worth – unless you’re already having problems with Intuit or find that there’s a significant financial incentive to switch.

    Best of luck! Let me know how it turns out.

    Best,
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    Pam

    On November 21 2015 I tried to log into my quick books account and it asked for additional information to log in to verify that I was the owner. Since I had hired someone to do my bookkeeping this person had put all the start up information in her name. This started a month long process of customer service reps creating tickets with different case numbers. With each new case number it delayed the process by ten business days.

    QuickBooks asked me for certain forms which I faxed over same day on November 23, 2015. E-mails were sent back to me indicating they have received my documents however, they kept a on going circus without giving me a new user name and password to get back into my account.

    Every time I call to inquire when I will be given a new user name and password I am given the run around. They will not let me speak to a supervisor or manager.

    I have been locked out of my account now for a month.

    This comment refers to an earlier version of this review and may be outdated.

    Justin Jones

    If you ever have an issue will take you hours and many phone calls. Been with them for just under 7 years and over time the service and the product gets worse. 7 years ago online based accounting options were very limited now not so much so many other better options from a product, service, and support. I would not choose this one again. I have 4 companies using them and if could find a way to easily move I would. They get worse over time and I have a lot of experience with them and over time gets worse and worse. I would not recommend this software to anyone.

    1

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi Justin,

    You mentioned that you’re having trouble switching software easily. Have you checked out Xero’s conversion tool? They advertise complete conversion within 3 hours, directly from the QB company file. Apart from that, unfortunately, I’m not aware of any cloud-based accounting software which makes the transition really easy. Though if you dislike QB enough, it might be worth hiring a specialist to convert all your files to a new system. (Of course, Xero may not offer everything you need, so it would be worth checking into very carefully first. You can find a comparison of the products here and our full Xero review here.)

    Best of luck in any case!
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    pm

    If I could give negative stars I would. I never write reviews on sites, but I simply have to warn others how unbelievably bad Intuit's service is. I have never witnessed such gross ineptitude in one organization. Since we moved from the desktop version to QBO about 5 months ago, Quickbooks has been nothing but the bane of my existence. First they transferred over duplicate records for payroll and then spent the better part of 3 months dual filing taxes and sending notifications each month. I spent hours upon hours working to resolve. Next and concurrently I found out that they also forgot to continue my Workers Compensation coverage and I only found out when receiving a non-renewal letter from the insurance carrier. Again another 3-4 months to resolve, but the best part of this was I had gotten on the phone with a rep who told me they had fixed the problem and when I asked him to send me proof, I received a screenshot of a Quickbooks WC Enrollment success screen containing NO Confirmation code or any reference to my company name or account. Since I was skeptical I called back a few days later and what do you know...not only was the issue not fixed, but also there was not even a record of the incident at all. SERIOUSLY??? They were just going to let me that my WORKERS COMPENSATION coverage had been fixed while I lost my sole remedy for workplace related injuries.This would not be the only time that I was misled or that an incident was lost. The next issue was that they misfiled my payroll tax payments randomly one month and sent me a notification that they had the wrong information for my company. They had been making these payments for my company for over a year. When I got on the phone they blamed the state and said they would look into it but that I would need to report those myself. When contacting the state, wouldn't you believe...it was Intuits fault of course.Now I have just gotten off the phone with them inquiring about an issue where my downloaded transactions are not finding matches. After a decent amount of time on the phone and on hold, I was told that the problem is on their end and that I would hear from an escalated support level “soon”. In the meantime; however, I shouldn't try and reconcile my accounts. WHAT?? They mean to tell me that I am not supposed to keep my books up to date. They couldn't even give me a time for resolution.Before I got off the phone, I decided that I would at least check on the status of another escalated incident I reported more than a month ago regarding a syncing error on one of my credit cards and, of course, have heard nothing since then as I was promised. And guess what, there was no record of my call again. ARE YOU KIDDING ME? The support rep I spoke with on this particular issue had helped me with a temporary work around involving manually uploading the transactions. I cannot make this up!I have never seen such a comedy of errors or witnessed such a mismanaged and incapable operation. Is Intuit having financial issues or have they just decided that their customers don't matter and that quality control is pointless???? A business cannot survive with such a horrendous product and even worse support.

    1

    This comment refers to an earlier version of this review and may be outdated.

    Linda

    The only good thing I see about this program is the access from anywhere. I worked at an accounting firm where I used QB Pro for my biggest client. When I left the firm I went to work for that client but still work closely with the accounting firm. I need to allow access for the accounting firm and several other of our office locations.This program is horrible. In addition to all the complaints I have read on this page, the latest updates have now made it impossible for me to run billing statements. I can not pull up a complete employee list and when printing checks there is no way to align them properly on the pre-printed blank check. I could go on and on. The invoice/credit memo/statement forms are very limited in the criteria you can choose. This might be an OK program for someone with very little need for detail or limited accounting knowledge but I hate it.

    1

    This comment refers to an earlier version of this review and may be outdated.

    Jenna

    I would strongly suggest avoiding this program. Any complex software program needs support, and their support is a nightmare. I have never received the correct answer first try. I have received advice to make GL entries that are in complete contravention of good bookkeeping practices (don't modify your retained earnings because the support staff can't find where to enter opening balances - bad idea). I paid for the program for several months and never was able to use it. I couldn't even cancel it without help from support, as the link I was assured was there twice was not.If we factor in the time I've wasted with sales and support, it's less expensive for me to hire a bookkeeping service.

    1

    This comment refers to an earlier version of this review and may be outdated.

    Houston User

    QBO support, IMO, deteriorated a few years ago and has stood there. Still. As mentioned above, the holding time to speak to a rep is long and the tech reps have less information about the product than does a user.They should implement 'chat' support at very least. They should follow up on unresolved issues.My issues go unresolved and I end up figuring out a work around or solving the issue myself.I used to recommend the online product to small firms (like ours), but no longer.If I weren't busy, I'd find a new product.

    3

    This comment refers to an earlier version of this review and may be outdated.

    Chris

    Piss poor program. For a year now we've been dealing with the fact that when two bank deposits of the same amount happen on the same day QB only recognizes/downloads one of them. It took a year for them to diagnose it as a "product limitation".

    1

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Thanks for sharing that limitation; I’ll keep an eye out for it the next time I test the program. I assume it’s only a problem when the two transactions come from the same payee?

    Best,
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    Joseph Lombardo

    We have a small business and have been using QB for MAC for years. In July, we decided to try QB Online. We liked the interface and the ease of downloading and posting our credit card and bank information. We also liked the report functions. However, I as I reviewed already posted transactions from our credit card, I noticed that vital information about the vendor and associated account information was missing! I can't afford to use a system that doesn't retain the information. I also didn't like the fact that we couldn't make a backup of the data on our computer, which we consider important for audit purposes, and should we one day close the company and not need to maintain the online subscription. In addition, whereas with the desktop version we can set up multiple companies (we have two), there is no similar provision for doing so with the same subscription with the online version. So, taking all the limitations into consideration, we switched back to our desktop version. Fortunately, we had only a couple of months of transactions to reenter - there's no function for transferring the data from the online to the desktop version using an Apple computer!

    2

    This comment refers to an earlier version of this review and may be outdated.

    Rich

    Thanks for the interesting review on merchantmaverick.com
    How do you feel about Quickbooks for Mac overall? Which version are you using? Did you try any other software before implementing Quickbooks?
    We are about to open our new B&B and we would like to make the right decesion on this purchase.
    Any info you can provide would be helpful.
    Thanks,
    Richard

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi Rich,

    In addition to any tips Joseph may have for you, I’d recommend checking out this article on choosing accounting software (if you haven’t already) – it should give you a good jumping off point for things to consider when trying to find the best software for your business.

    Good luck!
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    Very unhappy

    I’m not sure what to say for this program. I don’t even know that I could give it a 1 star. A lot of rework for no reason. The desktop version was much better. I need to search for another accounting program as I spend hours trying to do very simple transactions. In addition, when you transfer from desktop to online, many transactions are not carried over. Be careful if you are trying to keep accurate records for a company for many years.

    This comment refers to an earlier version of this review and may be outdated.

    Connie Green

    DO NOT go there! QB online has been a nightmare. Until they improve the many problems we've faced, I would avoid this program completely. If you do feel the need to move into this program, I urge everyone to read reviews and do the tutorials before converting to this. I certainly wish we had. We followed the advice of a consultant without researching QBO on our own. Big mistake. This has increased the time required to do the simplest tasks like entering invoices and even printing. The conversion process has been horrible and deeply flawed. We had no clue that a huge amount of labor is required to correct faulty data transfer. In payroll numerous employees simply disappeared. The information in our item lists was transferred with profound errors requiring massive amounts of manual corrections. This has been a very very expensive process that seems irreversible and we have miles and miles to go before this is cleaned up. Even after this is completed, I can see that we'll be left with a much slower and more awkward accounting landscape.

    1

    This comment refers to an earlier version of this review and may be outdated.

    Joanne

    Ok so I am a long time quickbooks user and I have a client that switched to the on line product and when they switched it seemed to be smooth until recently. Payroll is the biggest issue ever. It seems the payroll does not want to work with google chrome which is their suggested browser. So I switched to internet explorer and I get the same issue. So yo call for help and you get yeah we are having issues as it is a busy payroll day. That does not fly when you have to have it processed thru a banking system within 3 hours so that payroll is direct deposited on a certain day. very frustrating to say the least.

    1

    This comment refers to an earlier version of this review and may be outdated.

    Margaux Milchen

    We switched over 370 clients last year back to the desktop. We don’t have anyone on that awful program. Desktop rocks!

    This comment refers to an earlier version of this review and may be outdated.

    Carolyn Hyaes

    In all the reviews I have read, I've read nothing about what happens if you wish to leave the online version. Well, it turns out your information is held as read only for only one year after you leave. What happens if you get audited after the one year? well, you are left shit out of luck. With all the glitches I have experienced since in the past year of working with the program I have real concerns as to whether I want to continue using the online version. Going back to the desktop version means reentering all my last years postings in the the desktop version, making sure that the end amounts match what you have claimed as there is no way to export the data back. What a waste of time and money!

    1

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi Carolyn,

    Although the Canadian version of QuickBooks Online doesn’t allow you to export a company file all in one go, you should be able to export your information in individual csv files. It’s a bit of a hassle, but better than reentering everything from scratch. Try it out and see if that helps at all.

    Best,
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    Dennis

    I have been a quickbooks online user for 2 years. Biggest complaint is their backups to desktop is unreliable. Balance sheet, checkbook balance never match. Multiple mistakes that would take days to figure out. I used qb desktop for over a decade and was completely satiated. I enjoyed seeing all the complaints as I agree with most and its nice to see that I am not the only one that thinks that intuit could have done MUCH better with this online version. I agree that it needs lots of work before I would consider it a 4.5 star rating it has in this article.

    1

    This comment refers to an earlier version of this review and may be outdated.

    David Markovic

    ​In October 2014 I purchased the Canadian version of Quickbooks 2014 plus a 1 year pre-paid subscription to Quickbooks Payroll service. Now, 10 months into my subscription, my Quickbooks Payroll service has been deactivated and I am told in order to reactivate it and continue using it I will need to purchase Quickbooks 2015 software. I explained to the customer service rep that I had already paid for a 12 month subscription to Payroll and as such I should be entitled to use of Payroll for the full 12 month term, or I should be given a refund for the remaining 2 months of my term for which I am being denied use. I was told, quite flatly, that I would not be reimbursed for the final 2 months of my term and that my only option was to purchase Quickbooks 2015. I am no expert on Canadian business law but this seems like it is an illegal practice and I will be investigating further.

    1

    This comment refers to an earlier version of this review and may be outdated.

    Dean Legatski

    Not a good option for true "small businesses", by which I mean just owner and 1-2 staff. Intuit has made a habit of raising prices without notification, so costs keep going up, but benefits do not. Found out they moved us to the most expensive option without telling us, and they do not have a migration path to move to different subscription, so it will cost an extra $300/year (around $900/year total for Online Plus and Payroll). While that is not the end of the world, it does impact our small business, and I have not seen any new benefits since it was costing us $120/year.

    1

    This comment refers to an earlier version of this review and may be outdated.

    A Hall

    O stars. I switched to this program from the installed version on recommendation from my accountant. It lacked alot of functionality which has been getting better slowly. There is lag time, which also got better. Several features weren’t working and they wouldn’t respond to me, but they did respond pretty quickly to my accountant….however the worst shock was realizing I had no back up. I logged in one day and discovered I had somehow become an accountant instead of a client…and my account was gone. I had 7 months of books and I have no back up and its been a week and they seem unable to restore a working version to me, that isn’t gone the next time I login. Thank you Quickbooks. Don’t buy this product!!!! Keep your books on your computer, where you have all of your information and your records!!!!

    This comment refers to an earlier version of this review and may be outdated.

    Joe Miller

    As a 20 year Quickbooks user, I can honestly say Quickbooks Onlinehas got to be the biggest, most epic fail of any product release in history. If you are considering Quickbooks Online, you would be much better off using a pen and ledgerbook! I have been using Quickbooks online for 18 months. This month, 8/1/2015, I have converted all four of my companies back to Quickbooks desktop version. Unforntunately, all of the negative element reviews you see here are accurate and probably watered down a bit.Quickbooks online:Is painfully slowInaccurateNon correctbleIncreases your work loadCustomer service is non existentExpensiveHas gotten worse over time not better

    1

    This comment refers to an earlier version of this review and may be outdated.

    Kurt

    We are a small non-profit run by volunteers. I joined our existing QBO account 2 days ago to lend a hand. I decided to clean up the Customer list, which was a mess with multiple garbage entries like “Jim”, “Jimmi”, “Jimmy” unsullied by any transaction. Simple, right? Nuke ’em. But No! It cannot be done. CANNOT. Impossible. Once a customer is created, it is there forever. FOREVER. A programming challenge of such enormity not even mighty Intuit can surmount. Intuit’s advice is to “inactivate”, which they equate to “delete”. But all that does is leave Jimmi in the list with “(inactive)” next to his name.
    Well, I am only 2 days in. Is there more fun ahead?

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi Kurt,

    Have you tried merging the accounts? You can find instructions here. I’m pretty sure that would address the problem–let me know if it doesn’t work for you!

    Best,
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    Kelly

    My rating is 0 stars.
    QBO is beyond bad. The GUI is fine (QBO looks nice) but it is basically a very expensive invoicing program.

    1. You cannot do any real accounting. For instance, you can’t undo a reconciliation, so if you need to unreconcile, you must click ….. yes ……. confirm……save… wait ….. refresh …… LINE BY LINE back to the problem. When my client accidentally changed a transaction from 9 months ago, it took around 40 minutes to undo. In the desktop version, this would have taken less than a minute. There are dozens of other problems, but this alone renders QBO unusable for professionals.

    2. You can’t scroll through invoices or cheques
    3. You can’t have multiple windows open at once within the program. Which means endlessly refreshing and scrolling to get back to where you were. A workaround is to use tabbed browsing but this slows it down even more.
    4. You can’t enter GST separately, so when you import an item and the entire bill is $65 of GST only, it requires a complex workaround for all CBSA GST payments.
    5. There is no “snapback” feature, so when you drill down to investigate a transaction, normally you would simply close the window. In QBO, it takes you back to page 1 even if you were on page 5. Which means, scroll ….. refresh…. click…..yes…… argh! too slow
    6. If you have keyboarding skills over 50 wpm, this program will S-L-O-W y o u d o w n as you have to keep slowing your entry to allow the program to catchup.
    7. You can’t create a “dummy” backup file. One of my clients likes to use a dummy file to play “what if” with various planning scenarios. Can’t do it. Which also means you can’t have a backup of your own company file. If anything happens to QBO data, poof! it’s gone and you have no backup.

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi Kelly,

    Thanks for your thorough listing of problems you’ve encountered with the program–that’s great info for our readers to have. Sorry to hear it’s been so problematic for you.

    For readers’ clarification, the above refers to the Canadian version of QBO, though several of the issues described apply to other versions as well. The U.S. edition does allow users to download/backup a company file. (Hopefully we’ll see that function added to the CA version soon.)

    Best,
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    Maria

    I am an Accountant working in a CPA’s office, all of us dread the client that has QBO and we draw straws to see who has to take it. I agree with all of your complaints, I wish it would go away. I much prefer QuickBooks desktop.

    This comment refers to an earlier version of this review and may be outdated.

    Bob

    Customer Service: The customer service Reps are very friendly and try to be helpful..... I am on day five in trying to fix communication between QB and my bank they have already said it was on there side but have not resolve it I have called almost every day to follow up and explain the urgency of this matter they told me today it might take three more days to fix that will be 8 days... There is no way that Customer service can speak directly to the engineers to get me more info it is almost like they are two different companies.This is unexceptable for a business that supports business......Totally frustrated I could just scream

    2

    This comment refers to an earlier version of this review and may be outdated.

    S. R.

    My conversion from QB desktop to QBO has decimated my small business. I have spent over 10 hours in the last 3 days trying to get the escalation team to figure out why so many tech. errors occurred that resulted in lost info, etc. Disastrous.Sales: They are either a pack of liars or the most misinformed group of sales people on the planet. Most of the claims they made were false, including being able to use existing standard checks with the QBO. Pricing was quoted at one level and 5 people have failed to correct the pricing. It is a nightmare. The program is not intuitive, is slow, takes multiple steps for a simple issue and I've heard "I'm so sorry" and "Gee, we've never seen that happen before" repeatedly. DON'T use this program. I will likely never get out of the mess this has created and am facing at least 30 hours to re-create history by going back to desktop.

    1

    This comment refers to an earlier version of this review and may be outdated.

    Stacky

    The business philosophy for the QBO software seems to be “give the impression of progress by making minor changes but do not attend to obvious bugs in the existing software.”

    Our real estate company makes many recurring payments each month on our property mortgages, so we went to the Recurring Bill feature because the Recurring Check often was changed and saved without a checkmark placed in the “pay later” box. The Recurring Bill option seemingly fixed that problem except for two problems.

    First there was the issue of when do you want the Recurring Bill to appear in the Pay Bills file. We chose 10 days ahead of the recurring date but the actual due date that hit Bill Pays was 10 days after the recurring date. This turned out to be our problem because the calculation in the software also looked at Vendor terms and all of our vendors were set up in the company file to be “Net 10.” When the terms were changed to “Due on Receipt” the problem went away so that we now have the right date showing in the Bill Pay record. QBO was at fault here because there is not a single instruction anywhere that tells you how the software calculates the due date – and the “Help” people cannot tie their own shoes. All they want is an “attaboy” email to give to the boss. I still resent the time I spent manually correcting dates in the Pay Bills file for three months.

    The second bug is a real bug that absolutely needs to be fixed. Plainly shown in the data entry screen for Recurring Bills is a box labeled “Bill No.” Everyone who enters A/P bills through “Bills” every day knows the importance of that box is to provide detail on the check stub to identify what is being paid. But in Recurring Bills, this box will not work. When you enter anything there, it does not save. The result is that no information goes on the check stub. So the work-around requires that a separate vendor be set-up for our mortgage companies for each mortgage in order that the account number field can be used to insert the mortgage number as the account number. One mortgage company has 10 loans, so 10 checks get cut and even then we often add “Bill No” in the Pay Bills file.

    This comment refers to an earlier version of this review and may be outdated.

    Devin

    Hi Katherine,
    We recently subscribed to QB Enterprise Online (Platinum) moving from a QB 2008/Intuit POS desktop combo. It was my hope that Enterprise would combine all the features we need with the addition of live and ubiquitous connection. This it has, along with some back office features, such as EDI, advanced inventory, etc. that would be an incredible benefit.

    All-in-all, I have to say that Enterprise is what I hoped it would be, except for one thing: I can use very little criteria to search for an item. I can’t find it to sell it and I can’t find it to buy it. Despite having the ability to add custom qualifiers to items, I can’t use any of the 12 or so item attributes, style numbers, part numbers, etc. to find an item. The entire application for me is useless because of this bottleneck in the data search.
    Despite the reports of the QBO users, I have received nothing but excellent immediate, unrushed service from US based CS, both from technical support and business applications service. It must have something to do with the plan level. But with my problem, nothing can be done. Its a programming weakness, not a bug.
    I don’t want to quit QBE, so I’m looking for a POS and/or inventory management add(s) on that will fully sync (financial and inventory) with QBE and can be hosted. I still want to take advantage of the ecommerce and EDI vendor exchange, as well as the SocMed connections. Guidance is scarce in the software jungle and Merchant Maverick is an extremely helpful resource. Thank you.
    If you have any recommendations or suggestions about add-ons, please let me know. I’m not beholden to QBE and can change if there is a better solution.
    Again, Thank you.

    This comment refers to an earlier version of this review and may be outdated.

    Jack

    1 Star is being generous! Apart from the poor usability of the interface and the speed it works at, which is appalling, the worse thing is the lack of knowledge from the customer support team, useless is an understatement. Every time you phone they can never answer your questions, last time i phoned it took 56 hours for them to reply with an unsatisfactory answer. They are trying to be clever by creating new options, such as uploading your banking statements, but the basics have suffered, you can't even assign a payment option to a bill payment. Also once you are signed up and migrated all your data, it is practically impossible to go back to the desktop version as they can't migrate your data back, so you loose all your data and it is only saved for a year on their site. DON'T DO IT, I regret the minute i signed on the dotted line.

    1

    This comment refers to an earlier version of this review and may be outdated.

    JC

    QBO is Garbage. Switching today after nearly three years of service. It's been convenient, the android app is not too bad either.Here's the problem, they force irreversible updates, to all QBO accounts, and they only suggest "leave a message on our support forum for an engineer to review."Today, they forced a sales form update, affecting all estimate/invoice/reciepts. My format of my forms changed entirely, for everything, and it the new format looks HORRIBLE. There's nothing I can do. They removed the ability to edit the forms to look the way they were yesterday... WHY?!?! I can't change font color or location on the form like it was yesterday... WHY?!!! When talking on the phone to fix my problem, they have no solution except for "play with the settings and see if you can get it close." So everyone using QBO is going to have completely different looking Sales forms now... for NO reason... and NO way to replicate to same look prior... That's why I'm leaving and never returning to QBO.

    1

    This comment refers to an earlier version of this review and may be outdated.

    Lonna

    I have recently bought a Mac computer for my business I was wondering if Mac quickbooks pro desktop or online is better? I farm so I need to separate fields and what is being done to them and grown on them. We also have different entities to separate . I would like to access them on my iPads too. Any suggestions?

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi Lonna,

    The desktop and online versions of QuickBooks are very different. Since you want to be able to access the program on your iPads, what I’d recommend is trying out QBO and seeing if it has all the features you need. (For separating different fields, you might try location and class tracking. Note that this will require QBO Plus.) If QBO Plus doesn’t have what you need, then it’s time to look at the desktop version–but the desktop version won’t work on your iPads.

    Finally, depending on your budget and accounting needs, it’s possible your best option could be other software. If neither QBO nor QuickBooks Pro for Mac meets your needs, check out our article on how to choose accounting software.

    Good luck!
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    TEP

    The only reason QB Online gets 2 stars instead of 1 is because it's only and best feature is that you can access your company file in real time from any computer, phone, tablet, etc.... And since our company's owner travels extensively, he wants his finger on what is happening in his accounting department. But the negatives are numerous and require my favorite word in Inuit's support lexicon....the dreaded "work-around". So here are my biggest issues with QB Online:1. If Inuit's server is down, your entire accounting staff will be twiddling their thumbs waiting for the fix. Zero access to your company file in that situation. 2. If a new employee says they are very familiar with QuickBooks and have worked with a desktop version for years, prepare yourself for a lot of training with them. It resembles and works nothing like the desktop version. It is equivalent to learning a brand new accounting program. Prior knowledge and familiarity with the desktop QuickBooks products will not help.3. This leads to wasted time searching for common tasks. Where do I print invoices? How do I print checks? Where is that report I use to use? Why must I go to this different area when it use to be conveniently in another area. The wasted time my staff spends asking each other if someone else has figured out how to do something in QuickBooks Online is too much. Yet we persevere in trying to figure out the answer ourselves because......4. QB Online Support is the worst. We have been advised to watch videos on YouTube, asked to be put on hold numerous times because support doesn't seem to understand the program themselves, told to use the numerous "work-arounds", and then usually are told that there is no real fix but that the programmers are constantly working to improve the product so hopefully our issue will be addressed soon.5. Purchases Orders don't really work in QB Online. If your PO comes in several shipments, the minute you convert one part of that PO to the invoice, the entire PO changes to only the items currently shipped. The open part of the PO essential disappears. There is no Receive Items function in QB Online. These are my biggest pet peeves about QB Online. It was as if the programmers decided to reinvent a perfectly good wheel. Good luck to anyone who decides to purchase and convert. Just be prepared for a huge standstill in productivity while your staff learns the program.

    2

    This comment refers to an earlier version of this review and may be outdated.

    U

    Hi Katherine, Hope you can help me here. I run a Web Developing agency and currently use Freshbooks with 2 employees and with an integration of eway.com.au for payments. Just so you know, eway doesnt let clients pay invoice in half, the client has to pay the full price at once, which is a huge problem when it comes to partial payments. Here it is in detail. I charge 50% upfront, 25% and then the balance 25% after project completion. The problem I have is lets say I invoice for an advance payment of 50% for a $2000 project. So the 50% payment of $1000 gets noted in Freshbooks as due. Great! BUT there no way to see how much a particular client owes me in TOTAL, that is including the remaining balance of $1000? To solve this I had to create multiple invoices for the remaining 25% and 25% payments. But this is a mess when I have about 20 projects running at the same time. Do you know of anything that can handle partial payments? I tried xero, zoho invoice none of them helped.

    2

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi there,

    Sounds like your real problem is eWAY, if it won’t allow your clients to partially pay an invoice. Most good cloud-based accounting software–including Xero, Zoho, and QBO–will allow you to post partial payments to invoices. So does FreshBooks, for that matter. Have you considered switching payment processors? If you’re interested in checking out some other options, you can check out our reviews of various merchant account providers here.

    Best,
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    Sandra (Touchsuite)

    Hi MM,

    My company is a developer and a reseller of QB products, we have a product called ReCharge that will allow you to be able to complete recurring billing in realtime that automatically records within your program. It will also allow for multiple payments as well. Great electronic invoicing product.

    This comment refers to an earlier version of this review and may be outdated.

    Tracy Fuller

    Is there a minus star for service and problem solving? i would be giving them about -3 stars.Besides the on hold time of 20 min per call (average of 2-3 calls a day to get answers or answer questions) and the extra 7 hrs. of my time to process one credit card, I never received the promised phone call back from Steven to tell me the issue had been solved. I have never had this sort of an issue with any card processing in over 30 yrs of business. Not only that but the call center process is unbelievable as it was impossible to return a call to 'Steven' if he left a message asking for more information.... another 20 min. in the queuing system only to get a hold of someone that couldn't help me and could only connect with 'Steven' via chat and only if he happened to look at his computer - Unbelievable - it took 8 days to process one credit card! I will be looking for a different service!

    1

    This comment refers to an earlier version of this review and may be outdated.

    Regina

    This is the worst accounting program ever developed. Not user friendly and very hard to navigate. Do the developers actually use this or just try to make accounting difficult and sit back and laugh. I work with many different accounting programs and this is by far the most difficult program I have ever encountered.

    This comment refers to an earlier version of this review and may be outdated.

    David

    I have been a quickbooks user since 1997. I have had great experience with them using the desktop versions of the software. I have recently started using the online version and have experienced many issues as well as not being told the truth and being left out to dry. Ill be quick because I don't really have much time right now to invest in this. 1. Because of the volume of my business, I was given a special rate for the CC processing. I have been getting charged 1% more than my agreed upon amount. As of now I have been overcharged over $1,000 and they wont do anything about it. I was told that "nobody" get's that rate. Basically they called my a liar and I have a email from them that shows the rate they are giving me. So, I dont know if they will give it to me after calling me a liar. The question is, will they pay me back for the overcharges to my account. They didnt seem like they are going to. 2. Credit card processing is down for the day today. 2 of my customers are driving around with tires on their cars right this minute because we could not accept their credit card charges. I was left on hold 3 times today while they were "looking" at it. The total time on the phone is 2 hours and 40 minutes. So, now im out of pocket 2.5 hours and $1,100.00 that I must hope the customers come back to pay us. Their overseas hiring company now and they dont givethe service like they used to. They dont have the pride in their product like they used to. I am so disappointing in what I am experiencing now. I am going to find another software to run my business. They will be good for you if you have a very simple business that has minor needs, but if you have a high dollar product or large revenue going through your business, this is not for you. If you are worried about customer service helping you out, this is not for you. I was a large fan of quickbooks for many many years. Now They have lost me because of the ethics that they run themselves with. It is so sad to see where they have gone. Good luck, David

    2

    This comment refers to an earlier version of this review and may be outdated.

    dpfromva

    Just had an awful experience trying to convert from QB desktop to QB online with payroll. The transfer “resurrected” about 70 employees, going back to 1990s, from inactive to active. I painstakingly converted them one by one to “not on payroll status.” However, QB Online would not work unless I entered SSN and W2 data for all of them. Impossible! It wouldn’t let me delete them, said they were associated with other accounts. I called customer service, finally got someone who told me about the purge company command, wiped out all the data — except the “real” and zombie employees, who were all still there. Now I can delete them, one by one. I tried to do this all the 1st part of January to start annual payroll data clean, missed the date because of all the issues, so now I’m running and paying for two payroll services, had to do the first payroll back on desktop, Now QB Online won’t let me delete the ghost paychecks I had entered to try to keep the two in sync. (I had given up and was waiting until tax quarter end and try to start over with QB payroll online.) I’m out money, enormous amt of time, and couldn’t deliver online to my client as I promised. You gotta admire their business model — have you pay to be a QB pro advisor for the privilege of peddling their product to new clients (most people pay their sales force, not charge them!), and refer you to the “QB Community” for help issues, so you also spend time providing technical support to yourselves. Brilliant! I work for clients on the weekends, when of course their live support is simply unavailable. I have another client using SunTrust Bank for full assisted payroll, including reporting new hires to states, multiple state withholding, all payroll tax filing, quick and responsive customer support, for $50 a month for 15 employees, no per employee fee. Trying to persuade other clients to switch banks to access this service.

    This comment refers to an earlier version of this review and may be outdated.

    Stan

    The new 2015 version of QuickBooks online is absolutely terrible. Not only does the new layout make no sense from an accounting perspective, the software is full of bugs and simply doesn't work. There is not even a way to print the reconciliation to tick and tie before it is complete. After 14 years of using QB's online we may have to switch to Peachtree or something.

    1

    This comment refers to an earlier version of this review and may be outdated.

    Rita Rice

    We’re considering going back to Quickbooks – using Quickbooks Online Plus. Timetracking is a constant issue – Quickbooks got rid of their app in 2012, forcing users to go to the online system for an accurate timekeeping and time billing record.

    We switched to AccountEdge – and have love it! EXCEPT, now, AccountEdge is getting rid of their TimeTracker application, and forcing all of THEIR customers to move to AccountEdge Online. Which might have been ok, except that, when I spoke to their team (great customer service, BTW), their online platform doesn’t actually have any true Cloud functionality – you’re still tied to the computer that has the company file on it, and there are no pros to the new system – except they’re now going to charge us $50/month!

    My biggest concern is accurate timetracking and billing for our contract employees, and the ability to use retainers and time invoices online.

    If anyone has a suggestion for a good Cloud based accounting program that handles these better than QBO, I’m all ears!
    Rita Rice

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi Rita,

    Sorry to hear about AccountEdge. QBO Plus may be the best program for what you need–the only major downside is the terrible customer service. If you’re seeking alternatives, take a look at Zoho Books and see if it might be a good fit. (Review here; the company’s added some pretty cool stuff since Sept., so I’ll be updating this soon–in the meantime, if the software’s missing a feature you want, double check the website to see if it’s been added in the last 5 months.) If you’re a small company dealing with a limited number of contractors, you might also want to check out FreeAgent.

    Normally, when it comes to cloud accounting software, Xero is among my recommendations, but unfortunately, it wouldn’t work for your purposes without an add-on, and that’s extra money.

    Let me know if you have other questions, and best of luck!
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    Patty (AmishFurnitureandMore,Inc.)

    Customer Service is practically non existent. Do not expect to get help with any issues you come across, and you will come across issues!

    1

    This comment refers to an earlier version of this review and may be outdated.

    Angela

    Warning for those using the desktop version thinking of converting to QBO. I strongly suggest you contact a QB professional and have them check you file before you try to convert. This was not suggested to our company and we are paying the consequences. Trying to convert a corrupted file back to desktop is incredibly difficult and it is impossible to get ahold of the QB conversion team.Once our file is back to desktop we will be staying in desktop.

    1

    This comment refers to an earlier version of this review and may be outdated.

    C

    Good luck getting support for their screw-ups. Product is great, concept is great. Can't use it cause you can't get basic support.

    1

    This comment refers to an earlier version of this review and may be outdated.

    Julia

    Hi Katherine,

    Does the 2015 QB for Mac have job costing? I’m using the 2012 version for Mac right now.

    Thanks,
    Julia

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi Julia,

    Unfortunately, it doesn’t. Job costing is only supported for QuickBooks Premium & Enterprise, which are both Windows-only.

    Best,
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    Amy

    Rating? You don’t have a negative star – no rating from me! Quickbooks is working ok for our business, however, I switched from desktop to online for ONE and only ONE reason – To accept online payments via ACH. Well, signed up for online payments in October 2013. TODAY, they did an “audit” of our business. We are an insurance agency (as the name of our business CLEARLY states), which I had marked on our application back in October. The audit tells them that we are not an accepted “industry” for their merchant services and they CLOSED our account. Just like that. Didn’t do this “audit” back in October when I signed up! Now, after spending about 1K in advertising this new SERVICE to our CUSTOMERS and paying Intuit payments for services the last 3 months – I get to go back to the drawing board! And now, I’m stuck with QB online when I am thinking that now I no longer NEED it! Plus still dealing with the learning curve between online and desktop!

    NOT A HAPPY CUSTOMER HERE.

    If you sign up for online payments. Get an audit of your “industry” immediately! They won’t do it until they have collect $$ from you and then you are out if your industry doesn’t suffice! Basically any type of insurance industry business other than the carrier themselves is OUT.

    Signed: very upset customer!

    This comment refers to an earlier version of this review and may be outdated.

    Nevin

    Best website out of a bad crowd (Xero, Freshdesk, Wave, etc). They are the only ones with phone support which is great but the phone support is terrible - long wait times (20 mins) and the reps don't know anything.

    2

    This comment refers to an earlier version of this review and may be outdated.

    Brad Rand

    I have been using Quicken since 1997 in my business. The move to Quickbooks online has been frustrating to the point that I am going to leave Quicken for something that is reliable with customer support. I have been working with their "data conversion" team for 3 weeks without success transferring my information from one of their products to the other. Yesterday I was transferred from "customer service" to "technical support" to the "data conversion team" to their "installation team" and then back to the "data conversion team". Total hold time 63 minutes. I finally got my file back and it was in a Quickbooks desktop version that is not compatible with Quickbooks online. I had to call again, this time 3 transfers and 36 minutes of hold time and they are trying to get me a trial version. Update: Got the trial version. It is a 2012 version and not compatible with the file that they prepared for me. Had to call again and this time 2 transfers, 34:30 of hold time, they are going to talk to the data conversion team and get back to me.

    1

    This comment refers to an earlier version of this review and may be outdated.

    Gavin

    As an owner of a computer consulting firm, I would say stay away from QBO. While the product has certainly improved, the desktop version has all of the same features PLUS a whole lot more that are very important. For example, in QBO, there is no iif importing functionality (which is very common among businesses nowadays). There is also no customization of the home page on QBO, which makes the home page often useless for most businesses. There are also still many issues with the data import from desktop to QBO, like preferred invoice delivery method going back to "print" for all customers, when they were set to "email". And the CC entry for email for all customers disappeared. This is just a short list of issues with QBO that we have come across when helping our clients migrate to QBO. As a computer consulting firm, we simply can't advise our clients to migrate from the desktop version. On top of all of this, the intuit support is absolutely terrible.

    1

    This comment refers to an earlier version of this review and may be outdated.

    Nick Keyko

    Hi Katherine.

    This is a great write-up on QBO! Lots of really good information for businesses who are looking for accounting software.

    Also, a HUGE thank you for including Jobber in your list of notable add ons!

    This comment refers to an earlier version of this review and may be outdated.

    Dan

    Hello Katherine. I think your evaluation of QBO is excellent and parallels my own experience. It's used to manage our books for a good size Rotary club which I am the administrator or as well as I use it to manage a small church's books. Personally the software runs very well, is very responsive (I'm a Comcast customer) and fairly intuitive. That said, here is the part that is not so good: - The church has about 8-10 employees paid on a monthly basis but we are still stuck in the payroll setup phase for almost 2 months now. Support does not know what is going on and they say it has been sent "upstairs" to the next level (I'm guessing the programmers) but no progress. Due to this failure, we are unable to do payroll and are now doing our payroll on the desktop version. - Also, after speaking with a supervisor on the support line, they were going to add some data into a payroll record for me as there was no place I could do that myself. Said it would be done in 2 weeks, so far about 6 weeks have passed with no action. - This is indicative with your comments about poor customer service, with little knowledge or ability for help desk staff to do anything except tell you about simple solutions to simple problems. They are definitely very friendly and try to be helpful but when the problem is not solved, friendliness goes out the window,All in all, I think the system has lots of promise but at this time I would not recommend this to any of my colleagues, especially if you want to do payroll.

    3

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi Dan,

    Thanks for your thoughtful and detailed review! It’s always great to hear from users of the software – my tests are pretty extensive, but there’s nothing like using a piece of software on a daily basis for months or years to familiarize yourself with a program – both its benefits and drawbacks.

    Sorry to hear about your experience with support and with Payroll. Unfortunately, shoddy customer service seems to have become the norm for Intuit. If the frustration mounts to the point that you want a new system and you live in a state where Xero offers Payroll (only 7 as of now), you might want to check out that option. Xero has some downsides, too, so you’d want to check it out thoroughly before switching, but they have very nice software on the whole – plus they offer extraordinarily good customer support. (You can find a quick comparison article I wrote for our blog here.)

    Best of luck! I hope that you’re able to get an integrated payroll system up and running soon, one way or another!

    Best,
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    Jeff

    Just a quick note to confirm that Flint does integrate with QuickBooks Online. Details at: https://www.flint.com/features/quickbooks-online-integration/Flint will automatically sync the details of your transactions with QuickBooks Online (including individual line items and memos). Flint will even connect transactions to your existing customers in order to save you time.

    5

    This comment refers to an earlier version of this review and may be outdated.

    Eva Smagacz

    Trying to set up a payroll - after entering every employee manually, including year to date amounts, we noticed that pay period and pay day are incorrect (we pay on a following week). The only way to fix it, I was told was to start again. My data has been wiped clean. I am trying to start again. I do not have separate entry for pay period and pay day ( there is space only for pay day- with warning you cannot change it). With no help, manuals etc, I am waiting for over 2 hour on the phone. When you give up, you just go to the back of the queue.Absolute nightmare.

    1

    This comment refers to an earlier version of this review and may be outdated.

    Eva Smagacz

    Just an update on my Quickbooks online: to create payroll you need to import employee date one by one from Quickbooks to Paysuite: all dates of birth and join dates were one day out and needed to be amended manually. All National Insurance numbers had to be entered again, for each staff member, manually. Entering deductions in the PaySuite is a joke – numbers jump from plus to minus seemingly at random – pressing [Save Changes] changes the amounts in front of your eyes but NOT FOR EVERYBODY. Sometimes the figures in the entry field is minus and shows in red. Sometimes the figures in the entry field are black and plus. This is COMPLETELY unrelated to what shows at the side and is COMPLETELY UNRELATED to what shows on the payslip. It took me 3.5 hours to do 11 payslips. I have done screen recording of this because I thought I am going mad. I hate that program with the passion. And wish long slow horrible death to a person that told me that Quickbooks Online are as good as Quickbooks Pro
    I have been using Quicken and Quickbooks since their inception, and will leave Intuit in April and I’m counting the days.

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi Eva,

    Thanks for posting about these issues–this is good info for anyone who’s looking at moving from QB Pro to QBO and using Paysuite. What a mess. What program are you switching to?

    Best,
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    Eva Smagacz

    Hi Katherine,I begin to suspect that the "random" events on the screen are related to varying speed with which PaySuite accepts entered information. I believe some info converts at the source, ei. PC where you log in data, and some info converts after it reached cloud. So you cannot trust anything you see in real time - I have taken to entering the data, having tea, doing any changes, having tea, etc. It is much less stressful.Another major problem with payment is a conflict between payday and pay period. In PaySuite, unlike in Quickbooks, pay period does not refer to actual period which employee worked. It refers to tax week in which you will pay them. AND YOU CANNOT CHANGE IT. I had no help from helpdesk - they helped me to set up payroll WRONG twice.PaySuite allows you to then choose a payday which it allows you to choose outside the pay period aka tax week. The results are that the Payslip will name the tax period (lets call it n) while Inland Revenue of course considers the pay to fall into a week when the money are PHYSICALLY paid (so n+1 if you pay your wages a week in arrears). So the information on payslip is incorrect. I plan to move to Xero. I need the system that is Cloud based.

    1

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Thanks for the follow-up, and good luck! Xero’s a great program. After you make the switch, please feel free to leave your own review in comments on our Xero review–it’s always helpful to hear input from actual users of the programs. =)

    This comment refers to an earlier version of this review and may be outdated.

    steve

    Beware – QB began converting customers in February, I am writing this in November and my client still not converted meaning they cannot accept imported online banking transactions which is supposed to be one of main reasons to use Online. VERY, VERY FRUSTRATED and embarrased as a CPA i recommended to my client last year.

    This comment refers to an earlier version of this review and may be outdated.

    Ellen

    I've used Quickbooks since 2009, however, I'm disappointed over the mobile app being discontinued and now the Quickbooks remote access is being discontinued at the end of this year as well. This leaves no information available to you unless you are parked in front of the computer with the program on it. I used the remote access to work from home & could even help train & fix problems from any computer if I was out of town. And even tho the mobile app was limited it had customer info & we could do estimates for customers etc. In this era it should have been improved, not just taken away, it was a big selling point when we decided to add payroll & make Quickbooks our permanent bookkeeping program. The ease of use is true but between losing all the perks, the ridiculous price of their supporting checks & paper goods, dealing with horrendous support that you cannot understand when they finally do answer, the issues that never get resolved, sadly this may be our last year with them. I used to be one of their biggest fans but when prices keep going up with a company & all the amenities go away it's time to reevaluate.

    3

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi Ellen,

    Which version of QuickBooks are you using? From your message, it sounds like a locally installed version, rather than QuickBooks Online. QBO does offer mobile apps, but it has less functionality than QuickBooks Pro. If you’re considering switching to something cloud-based, you might want to check out this blog article for a basic rundown of the pros and cons.

    If you end up deciding to switch to cloud-based software, take a look at QBO and Xero (review here); either one might be a good fit. If you want to stick with locally installed software but want to move away from QuickBooks, you might want to check out Sage 50 (formerly Peachtree).

    Best,
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    Pesach

    We were forced to move to the online version because Pro does not allow more than 14,500 names total. With 4-5,000 new customers a year, we ran out of usage quickly.We have one major complaint: We are etailers and needed to control inventory in and out of our store. There is no way to keep track of the manufacturer's part numbers or UPC codes. Every shipment, packing list and invoice we get from our vendors has this. But we can't track it this way in the online version. An inventory tracking system that doesn't record or track part numbers? A serious lack in our opinion. (PS: Part numbers were both included and searchable in the Pro versions.)

    2

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Inventory control doesn’t tend to be great in cloud-based accounting systems (though there are a few exceptions). Did you look at QuickBooks Enterprise? That allows over 100,000 names. Either that or Sage 50 (check the versions for how many customers they’ll allow you; Quantum is unlimited) might be the best option for your situation.

    This comment refers to an earlier version of this review and may be outdated.

    Greg Lam

    Hey Katherine,

    One point that I saw that I’m fairly sure is incorrect is that QuickBooks Online doesn’t use Yodlee for their bank feeds. They have their own data service to interface with banks. Whether this is better or worse than Yodlee, I can’t empirically say. Anecdotally, I hear that QuickBooks Online’s bank feeds are more stable than Yodlee. I always recommend that anyone looking at bank feeds test it out in whatever software they’re considering to make sure the feed works.

    p.s. It seems there’s a bit of disdain for QBO in the comments. I think what people need to remember about QBO is that it’s not QuickBooks Desktop, and it’s not for everyone. But, for businesses where there’s a good fit, QBO can be a great tool.

    This comment refers to an earlier version of this review and may be outdated.

    Anita

    Decade plus user of QB desktop. Online does not flow as well. Intuit Payroll thru desktop a nightmare to stop trial or get $$ back. On hold for 2hrs 18mins for the 6th time this year. Have been charged over $500. Have to close account. Now they have transferred me to Asia!!!!

    Find other technology to access your QB and to be able to work on the go. There are other ways.

    This comment refers to an earlier version of this review and may be outdated.

    C M

    I am starting a business and have been looking for accounting apps that will integrate with a POS system…but each site I look at has so many bad reviews of QBO (which is the most commonly accomodated integration with POS’s) that I have been looking at other options such as WorkingPoint Accounting and Monchilla Accounting/Payroll…but I can’t seem to find any reviews of these products. Please take a look at them. I’m on a tight schedule to get my business launched and need some solutions in place. Thank you for any consideration to this you can give…I really like your reviews.

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi there,

    I’ll take a look at WorkingPoint and Monchilla and see about adding reviews for them. You can probably expect to see a review of WorkingPoint sometime next week. Meanwhile, have you looked at Xero at all? It offers a lot of integrations, including 6 POS integrations. If your POS isn’t listed there, Xero also supports Zapier and OneSaas. I don’t know if that’s enough for your purposes, but it’s worth a look.

    Which POS system do you need to integrate with?

    Cheers,
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    Samantha

    It seemed to be an easy solution to be able to get online to your quickbooks. However, as soon as I tried to create a deposit slip to take to my bank I ran into problems. Opening my deposits was extremely slow and when it did open, my cheque's were not there to deposit. After trying to figure it out myself, and get help from 2 other coworkers, we started online chat. In the end we found out that you can not make a deposit slip via quickbooks online. This makes the program completely useless for me as that's how I make my deposits at the bank. End trial!

    2

    This comment refers to an earlier version of this review and may be outdated.

    Donald Love

    That’s not true. You can absolutely print deposit slips (though you either have to buy a preprinted form or create your own to print on – we did the latter).

    If you couldn’t see your checks, I would guess it’s because you didn’t put them into your Undeposited Funds account when you accepted them as payment.

    This comment refers to an earlier version of this review and may be outdated.

    Angela Ford

    I have been with quickbooks online for a year and it has been a nightmare. The transition from quickbooks pro was horrible, the transition from quickbooks pro payroll to quickbooks online payroll was even a worse nightmare that is still showing many flaws. I feel that Quickbooks online has gone backwards in technology. Every time i turn around there is another flaw in quickbooks online, even simple stuff, like my most recent flaw was I emailed a due on receipt invoice, the invoice shows due on receipt but the email shows invoice due in 30 days. My opinion is the ONLY good thing about quickbooks online is the fact that I can access it from any and multiple computers, as long as I have internet (and the QB server isn't down, which happened once on payday (the 15th of the month) of all days. Also, some functions such as print may not always work form all browsers. Customer service is challenging as well.

    1

    This comment refers to an earlier version of this review and may be outdated.

    ECW

    QBOnline continues to frustrate me and is so limited compared with desktop versions - features that CPA/Accountants are used to are buried now (i.e. creating memorized journal entries, bank recons etc). I have to google everytime I want to do something to find it on QBO new 'improved' version. I just call it a non-accountant version as it's so 'bubbly' and not geared to accountants but to non-accountants that insist on cute 'balloons' to select. There are also features on QB Desktop that are not available online (i.e. like being able to 'drag' accounts to reorganize Chart of Accounts, being able to easily customize column view size etc., having multiple windows open with 'view' listing, etc. ) I would never recommend QBO unless you have no other choice due to cloud /multi-user ease. If you are used to QB Desktop then you will not like QBO. They also take it 'down' (I.e. last week from 10-10:30pm) when we needed it for a deadline (not convenient). urghh - why didn't they keep it more robust instead of making it 'hip'?

    2

    This comment refers to an earlier version of this review and may be outdated.

    Krystell Guzman

    The new system made paying online completely challenging and now it takes me a lot longer to do invoices and even longer for people to pay me. Now I have to click the on or off for online payment for every invoice every time. When you click ON the OFF appears so it leaves you wondering is it ON or is it OFF. It's dumb why cant you just check a box. Oh I know because when you are getting ready to send the invoice you have to scroll down and click the box again banking transfer. I have to do this every time manually, when before if I set up a customer to pay online I never had to worry about it again. Why did they even make all these changes so that it can be that much harder to send an invoice. I run two preschool and have way too much going on to add new extra steps to my invoicing process. Its beyond inept that I have to manually allow all customers to pay online every time I make an invoice then I have to confirm which way they can pay me once again after scrolling down. That four extra functions!!!!! It's idiotic. When I contacted customer service they assured me that once you did it once on an invoice it would be automatic moving forward and that is not the case either! Thanks QuickBooks for making your system much harder to use and much more cumbersome to get paid. Now what I am waiting on is for parent to tell me they now have to enter in their payment information every month for the first time all over again. Is it the year 2014 or is it 1999? You just made your system way dumber and much more work!!!

    1

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Thanks for your review, Krystell! I appreciate the info on the online payment option – I try to test software pretty comprehensively, but I didn’t try creating multiple invoices with payments enabled and so didn’t notice the problem. Sounds like yet another indication of the general issue that QBO’s new interface is less efficient than the old one.

    This comment refers to an earlier version of this review and may be outdated.

    Fred Ide

    QBO took a useful and serious product and made it unworkable on office computes. The "Update" offers pretty but slow data refreshes (too many and large graphics?) and difficult work procedures (QBO use to have all the information on the page or a button away. Now you have to return to the root and drill down to the related process). It may be marginally better for mobile users (we've tried it and find it cumbersome for any real work) but it still remains that we need a serious accounting web based platform . This is the New Coke and I need the Classic or I,m looking for the better Pepsi.

    1

    This comment refers to an earlier version of this review and may be outdated.

    Kim

    The "new" upgrade is horrible.I have used quickbooksonline for the last 8 years and since this upgrade I have been very dissatisfied. I can't print checks, I can't add employees. It takes me 4 more steps to do what used to take me 1. It seems like all they wanted was a pretty interface that is completely unreliable. You call support and after sitting on hold for 45 minutes they tell you clearing your cache will help, but it does not. I have been using MAC for the last 2 years and since the "upgrade" won't work on that I have tried with a windows server only to have the same issues. Time to find a new program - mid year and that sucks!

    1

    This comment refers to an earlier version of this review and may be outdated.

    Kim

    If I could give this new version of Quick books online minus 10 stars I would, this is the worst thing intuit has done to the accounting world in decades.The new online revision is pretty but that's where it ends. It is not data entry friendly, what use to take one click and then tab input, is now three to five clicks, tab input, tab oh wait you have to move back to the mouse and click to highlight sometime but not others.Its also hide and seek with most all functions

    1

    This comment refers to an earlier version of this review and may be outdated.

    Gerald Hintlain

    I can not possibly recommend quickbooks online to anyone. When my clients subscription is finished we will NOT be renewing. Do everyone a favor and switch back to the older version. The new one stinks. I might very well be tempted to return to QB online if that happens.
    Gerald Hintlian

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi Gerald,

    What was it about the new version you disliked? I’d be interested to hear about your experience, since a lot of the user feedback I’ve seen on the new interface has been positive.

    Thanks!
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    brenda

    One thing about Quickbooks online is it does not allow for multiple companies. So if you are a bookkeeper like I am, forget QB's online or any QB's for that matter. Either try Wave or better yet, Kashoo. I was using Wave which is free but now switching to Kashoo even though there is a fee it's worth it. Wave is just too slow at getting things done. Years for simple fixes and frankly I'm fed up. Thanks.

    1

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi Brenda,

    Thanks for sharing your experiences! It’s my understanding that QBO does allow for multiple companies, but you have to purchase a subscription for each (you do get a 20% discount for the second company and a 30% discount for the third for one year, but after that it drops to a flat 10% discount). The costs add up pretty quickly.

    I hope the transition to Kashoo goes smoothly, and I’d love to hear how it works out for you! Feel free to add your own review in the comments on the Kashoo Review!

    Best,
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    Trisha Bradley

    I am 9 days into my free trial with Quickbooks Pro Online. I have ran into several snags during set up. Most frustrating is payroll set up, I am currently in limbo because the set up will not allow me to put previous year to date totals as they were given. It keeps wanting me to adjust my totals which if it were two or three cents off I could probably adjust later but this system keeps wanting me to change the totals vastly and I had one worker who changed their deductions mid quarter so how do they account for this when telling me what they think they know? Plus you can not customize your check stubs, I have checks I just ordered that are not compatible with the quick books format. Is there a way around this problem?

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi Trisha,

    Sorry to hear about your frustrating experiences. Unfortunately, I’m not aware of a way to customize QBO check stub layout. Have you tried checking with QBO support or the QBO community?

    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    Thomas

    I am currently using QB for Mac 2013 and would like to access QB from multiple devices: laptop in delivery van, desktop in office, laptop in production facility. Could I run QB Online from a device that is not online and update info when back online? What would happen if QB Online servers go down? Will data be kept on device until update is possible?

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi Thomas,

    Unfortunately, you can’t run QB Online from an offline device. QBO servers back up your data every few minutes. If the servers go down, you won’t be able to access your data, but you won’t lose it either – it will be there as soon as the servers are back up again. QBO has a history of 99.81% uptime since 2007 and 99.95% in 2013. You can read more about recent outages here.

    Best,
    Katherine

    This comment refers to an earlier version of this review and may be outdated.

    H Watts

    The software was sold to us (by Intuit) as ideal for a global company dealing in multi-currencies, what was not made apparent was the considerable loss of functionality we would have to endure from QuickBooks Pro, which was amplified after the latest 'software upgrade'. Add to this the fact that their server is often inaccessible during 'busy periods' and you are left with a product which is inadequate certainly for our needs.

    1

    This comment refers to an earlier version of this review and may be outdated.

    Rita

    Just to save others the trouble that we are having. QB on-line works well if you are a small company. We started as a small company with 20 employees, we now have almost 60 employees and our services are expanding. QB online does not have the services that our company needs currently. The payroll is vendored out and it so restrictive.

    2

    This comment refers to an earlier version of this review and may be outdated.

    Diego Ortiz

    Hi Katherine,

    I’m looking for an accounting software for a small engineering consulting firm, founded one year ago. We want a software that allows us to separate the costs of our different projects, but i haven’t been able to find one. This is probably because English isn’t my native language so maybe I don’t know the name of the correct feature.

    Could you recommend me a software capable of doing this? (For example, it must be able to show me all, and only, the costs of the project called “example1”)

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi Diego! The feature you’re looking for is called “job costing.” Some programs that offer it are: Xero, FreeAgent, Saasu, ClearBooks, Kashflow, and QuickBooks Online (Plus). If you’d like, I can do a more in-depth analysis of your needs and give you my best recommendation for your business. If this is something that you’re interested in, shoot me an e-mail and I’ll give you the details.

    This comment refers to an earlier version of this review and may be outdated.

    Diego Ortiz

    Katherine, happy New Year!

    Job costing, perfect, thanks. I would be happy to send you an e-mail but I can’t find your address. I have to send one through the web? Pressing the blue “e-mail” in your replay?

    Meanwhile I’ll start looking into the programs you mentioned before.

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Yes – just click the link, which will take you to our online contact form here.

    A Happy New Year to you as well!

    This comment refers to an earlier version of this review and may be outdated.

    mm

    Xero does not offer job-costing and their add-ons do it haphazardly at best. It is why we may be switching away from Xero after a painful migration to it. (Also missing from Xero, the mind blowing inability to rebill expenses… !! So strange… so upsetting)

    This comment refers to an earlier version of this review and may be outdated.

    Katherine Miller

    Hi MM,

    Xero should offer basic job-costing capabilities through the tracking feature (though it will get unwieldy if you’re running hundreds of projects per year). Did you encounter problems with that method?

    The inability to rebill expenses is one of Xero’s weak points, and there’s no indication it’s on their roadmap in the near future. While there are a few manual workarounds, if rebilling expenses is a big part of your business, those may not be worth the hassle. QuickBooks (probably a desktop version rather than QBO) and FreeAgent might both be worth a look, depending on your company’s size and specific needs.

    This comment refers to an earlier version of this review and may be outdated.

    mm

    Hi Kathrine,
    Actually I came to Xero from Freshbooks (no PO ability there) and in Xero I did use tracking until the lists became unmanageable. Now I am with Zoho books and it’s way better than the other two so far.

    Cheers, m

    This comment refers to an earlier version of this review and may be outdated.

Leave a Reply

Your email address will not be published. Required fields are marked *

Your Review

Comment moderation is enabled. Your comment may take some time to appear.
Please read the "User Review and Comment Policy" before posting.

Share