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Any one using Quick Books Online?

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Any one using Quick Books Online?

Old 11-29-2018, 06:14 PM
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Default Any one using Quick Books Online?

Been using it for almost 4 years and I'm done. No customer support and every few months rules etc change and I'm always having to fix it
Old 11-29-2018, 06:24 PM
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Isn't there support included in the subscription ?

We are using the server-based product and unlimited support is included in the ever-increasing annual subscription
Old 11-29-2018, 06:28 PM
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QuickBooks customer service is lacking, to say the least. They are generally unknowledgeable about their own products and are incapable of fixing complex problems with their own software.
Old 11-29-2018, 06:42 PM
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If you want to have a successful experience, beyond the very basics, with quick books you need a quick books pro on staff or on contract, in addition to your subscription.

We have enterprise basically maxed out, and looking to shift to MS GP. Main issue being its a big upfront investment for initial setup.
Old 11-29-2018, 07:09 PM
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Quick Books and Quick Books Online are 2 very different things and are not compatible with each other. Spent 4 hours on the phone today with 2 different people that had no clue. They kept putting me on hold while they asked someone else for help.
Old 11-29-2018, 07:17 PM
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Use Enterprise for main company and QBO for a jv we have with another local company. QBO is a pain. What are you trying to do?
Old 11-29-2018, 07:18 PM
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Originally Posted by mojohalibut View Post
Quick Books and Quick Books Online are 2 very different things and are not compatible with each other. Spent 4 hours on the phone today with 2 different people that had no clue. They kept putting me on hold while they asked someone else for help.
I'm sure you've googled for community questions/answers, but if not, sometimes, that can help.

I'm currently trying to figure out how to record (haven't received yet) a sales tax refund check from a previous month that we amended the return. Received tax exempt cert from customer 2 months after we started billing for a "taxable" job. Oh, what fun.
Old 11-29-2018, 09:56 PM
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I am using a 8 year old version of quick books haven't had issues
Old 11-29-2018, 10:09 PM
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Probably going back to quick books the 1st of next year
Old 11-30-2018, 04:53 AM
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Originally Posted by mojohalibut View Post
Probably going back to quick books the 1st of next year
I've used the desktop version for many years. I know several Quickbooks Pro Advisors and they all hate the online version.
Old 11-30-2018, 05:50 AM
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I have for several years. Tool and Die business. It works well for us. No payroll, use ADP and their general ledger plugin to transfer data. And support has always been very helpful.
Old 11-30-2018, 05:53 AM
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Online sucks. If you need multi user capability combined with mobility, look into their cloud solution. It is essentially run in a virtual desktop on your local machine. A bit quirky to get used to, but works really well. We run it with enterprise. The main quirky aspect is getting used to getting files onto and off of the virtual cloud machine. Quickly becomes second nature, but can be visually confusing at first, especially if the person using it is a bit of an old timer and set in their ways.

My biggest advice, don't talk to the quick books people at all, especially not their phone sales team. Go directly to a Pro Adviser, and go through you needs and expectations with them in person. Quickbooks has shifted from being a stand alone program to utilizing a lot of 3rd party extensions which add capability. These are all solid from a software standpoint, but functionality of them is all over the place. We attempted to navigate this on our own, and wasted a ton of time and $. Our accountant is a pro adviser, and has an integration person that is their go to. The consulting $ we spent with them was worth every cent.
Old 11-30-2018, 06:06 AM
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Having used QBO and switched over to QBDT I'll say this; Pretty much everything you've saved on QBO (client lists, item lists, etc.) will be lost as it's not transferrable to QBDT. You will have to manually re-enter all of it. Very time consuming.

QBDT is a far better program but still has some flaws. Also, do not EVER upgrade your working version of QBDT. Otherwise you will be paying their tech support for issues related to their upgrade. Don't ask how I know.
Old 11-30-2018, 07:08 AM
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Every time I go to reconcile there is always something that has to be fixed. The other day all invoices had one clients name. Deposits recorded for over a month were not recorded, showed received but not deposited. Correcting those 1 by 1 was very time consuming. There is always a difference between the banking and invoice side as if they donít know each other exist. I have a small service company and itís convenient to do invoices on the spot. Is there another similar system that works?
Old 11-30-2018, 07:15 AM
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We use desktop enterprise but I have a friend that does accounting and she moved almost all of her clients to QB online. She said online is still being built out and where it may not have a tool ready the support makes up for it. One example was they manually entered 3 days worth of entries for her.

From what I understand the real benefit of QB online is all the software plugins that can be downloaded from the intuit store. The software is made to integrate pretty seamlessly with Quickbooks.
Old 11-30-2018, 07:17 AM
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Originally Posted by mojohalibut View Post
Every time I go to reconcile there is always something that has to be fixed. The other day all invoices had one clients name. Deposits recorded for over a month were not recorded, showed received but not deposited. Correcting those 1 by 1 was very time consuming. There is always a difference between the banking and invoice side as if they donít know each other exist. I have a small service company and itís convenient to do invoices on the spot. Is there another similar system that works?
That's where you need to be in front of a QB Pro Advisor. Lay out all the moving pieces that are important to you, and let them set it up.

I do think QB has a point of sale module that works along side your standard QB files.
Old 11-30-2018, 11:05 AM
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Originally Posted by mojohalibut View Post
Every time I go to reconcile there is always something that has to be fixed. The other day all invoices had one clients name. Deposits recorded for over a month were not recorded, showed received but not deposited. Correcting those 1 by 1 was very time consuming. There is always a difference between the banking and invoice side as if they donít know each other exist. I have a small service company and itís convenient to do invoices on the spot. Is there another similar system that works?
What's weird is our QBO doesn't have a deposit function, but receiving a payment automatically deposits it into our bank account. Enterprise has where you can receive, but has an area for "deposits in transit" or whatever they want to call it and isn't shown in our bank account until I deposit them in Enterprise. I thought that was odd, but figured it out quickly. Not sure what's up with the client name(s), but QBO must have updated things a month or two ago and I almost have to type out the entire customer's name (we have similarly named customers on occasion) and, instead of doing what it used to do and auto populating the correct name once I type first few letters in, it brings up all customers name with the same combo of letters in it. That can get frustrating.
Old 11-30-2018, 05:25 PM
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Like Autobaun mentioned above...talk to a local QB Advisor. Many..well...err...quite a few...accountants are. Hopefully yours is. QBO is basically a neutered version of "Desktop Quickbooks". Watered down. Less a few features. Whatever you want to call it. For some businessses..that's fine. For others..it's a show stopper. Really depends what your needs are of QB's. Because it works just fine for some, but...not for others.

There are other options depending on your needs. Sometimes a "hosted quickbooks"...(basically quickbooks in a terminal server)...gives a business the full features of quickbooks desktop ..because that's what it is...but without local obligations like *backup and *horsepower of workstations to run it. But.....sometimes that can lead to issues too, like performance. This week I'm taking a construction company back from "cloud quickbooks"..because it was too slow, to local quickbooks. Full SSD server with higher performance desktops. "Slowness" of Quickbooks.err...slowbooks..shouldn't be a complaint of his once I finish this migration next week!
Old 11-30-2018, 05:36 PM
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Originally Posted by YeOldeStonecat View Post
Like Autobaun mentioned above...talk to a local QB Advisor. Many..well...err...quite a few...accountants are. Hopefully yours is. QBO is basically a neutered version of "Desktop Quickbooks". Watered down. Less a few features. Whatever you want to call it. For some businessses..that's fine. For others..it's a show stopper. Really depends what your needs are of QB's. Because it works just fine for some, but...not for others.

There are other options depending on your needs. Sometimes a "hosted quickbooks"...(basically quickbooks in a terminal server)...gives a business the full features of quickbooks desktop ..because that's what it is...but without local obligations like *backup and *horsepower of workstations to run it. But.....sometimes that can lead to issues too, like performance. This week I'm taking a construction company back from "cloud quickbooks"..because it was too slow, to local quickbooks. Full SSD server with higher performance desktops. "Slowness" of Quickbooks.err...slowbooks..shouldn't be a complaint of his once I finish this migration next week!
Iíll add to this, if you donít know how QB talks to itself module to module, donít try to manipulate it to do something freelance. At least bounce what you are trying to do odd an advisor. An hour of consultation is WAY cheaper than hours of fixes. Thatís not to say some manipulation isnít ok at times, just have to understand how it will impact your other objectives. Think of QB as algebra. Often there are multiple ways to land at the same place. Many times 1-2 of those ways work well, and the rest open you up to a cluster ****. Cluster ****s are expensive to fix. Our in house book keep was a QB pro, back around 2001/2. We hired her on full time. Business needs have dictated that she hasnít been able to keep up with all the features/advancements. Thatís dangerous if you donít stay on top of it. We insist, and pay for, her to run her thoughts by someone that is completely current on a frequent basis. She isnít making up needs for fun. We have to support her to insure her workload is kept at the proper level, while supporting our core needs.
Old 11-30-2018, 05:49 PM
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I gotta agree with the above by Autobaun again.
And this goes with any...ANY...LOB software you run your business on. ESPECIALLY your accounting app.
Don't blindly try to follow it on hunches and.."oh well" statements. Train on it. Learn it! For ...'ts sake...you're running your business on it! Know it (or at least have you're office manager/book keeper know it..and know it well!) Pay for support and training on it. Money well spent!

Yeah, it's ain't Quickbooks..I call it Slowbooks! And I run 16 gigs and solid state drives! We have fast servers and a fast network at our office..and we're computer consultants for SMBs! QB is a gold standard. And most peripheral LOB (line of business) apps have plugins...tie into QB's. But bottom line, use what your accountant is most familiar with and recommends.

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