Quickbooks Online

The interface of Quickbooks Online couldn't be better. It easily links to your bank accounts and starts to understand your accounting categories right away. It's super customizable and the features are in depth and thorough. I love how intuitive (no pun intended) the software is overall. It's also great that it's online so you can login from anywhere, including on an app, to track everything.

The only real limitation I can think of with the software, is sometimes weird errors can happen with your balance sheet / income statements. Everything really needs to be exactly dialed in , otherwise errors can happen and throw things off. While this is probably due to human error, for someone like me who is not an accounting expert, this can be frustrating to figure out where things went wrong...

In order to handle my clients' businesses, I use Quickbooks Online, a powerful accounting program. In addition to project accounting, we can handle receivables and payables, set up rules for posting to cut down on time for posting (which equals cheaper accounting costs!), and quickly produce useful reports with this software.

I'd want to be able to create bespoke purchase orders with additional signatures, but I'm not able to do so at the moment. The ability to perform genuine bank reconciliations from within the program would be an added bonus. The process of comparing receipts to invoices is likewise time-consuming.

Ability to access from anywhere! On my computer, on my phone, in the car, wherever I need it!

Quick mobile receipt upload from your phone or computer! This allows me to quickly scan gas receipts or upload online purchase receipts to Quickbooks Online. Gone are the days of saying "what was that purchase for?" Not only can you upload receipts but they automatically tie to the bank account import.

Easy to create reports! Ability to compare month to month or year to year. Can break down by categories or tags.

Tax time made easy! My accountant had all the information they needed. I can link accountants to my Quickbooks Online so they can assist with quarterly payments, general questions via email/online or bookkeeping.

Quickbooks Online has a little bit of a learning curve. Since I had no prior experience with a formal accounting system, I signed up to add one of their pros to walk me through set up upon purchase. They helped get the bank account integrated and get everything moving the right direction.

Due to the learning curve, there are plenty of resources online or within business organizations that can walk you through the ins and outs. Quickbooks Online is very customizable, but getting those custom items set up can feel overwhelming.