Qbo Reviews

“all-in-one features but frustrating layout”

Pros

Having everything gathered in one place is definitely useful and the feature set it offers is something I appreciate.

Cons

It seems to be pushing forward with AI but the layout just is not working well. On top of that, the updates and new features keep affecting the original functions which has left a lot of people pretty frustrated.

“proconnect integration and fast reports”

Pros

ProConnect integration works really well and the reporting is quick to generate.

Cons

The user interface could use some improvement and would be better if it looked more appealing.

“bank sync saves time!!”

Pros

Direct syncing with bank accounts and credit cards cuts down a lot on manual data entry.

Cons

The pricing runs higher than some competing options especially once add-ons are included.

“quick reports and proconnect integration”

Pros

Report generation is fast and the integration with Proconnect works really well.

Cons

Bank reconciliation could be made a bit simpler.

“proconnect integration is excellent”

Pros

The standout part for me has been the integration with Proconnect.

Cons

I don't really have any complaints, since it covers everything I need for bookkeeping and inventory management.

“feature-rich and user-friendly platform”

Pros

Using it every day has been pretty easy and whenever I'm unsure how to do something, I can usually just look it up online. There are also plenty of features available that I still haven't even had the chance to explore yet.

Cons

Support can be a bit inconsistent and the experience really depends on which customer service rep you end up with.

“Simple access and audit trail”

Pros

Being able to use it from anywhere is a big advantage and the interface feels simple. It doesn't take long to learn and it connects easily with almost every third-party software I use. The audit trail is something I really appreciate as well.

Cons

One adjustment was getting comfortable with not being able to "see behind the curtain," especially coming from an accounting background and being used to QuickBooks Desktop.

“reliable tool”

Pros

The platform is user-friendly and helps maintain quality work.

Cons

At this point, I haven't run into anything negative since everything has been good.

“helpful integrations and fast support”

Pros

Working as an accountant for the past three years, I've used quite a few accounting tools and this one stands out compared to the others. It's very user-friendly and quite simple to put into place as a web-based software. There are plenty of features that help me get my work done more efficiently which is why I use it regularly. The app integration option is especially useful when connecting third-party applications to extend functionality. On the few occasions I've run into issues, customer support responded quickly and resolved my questions. The FAQs are also very useful when I need to find answers on my own.

Cons

There's very little I dislike about the software. One issue is the transition from QBD. When a client moves from QBD to this platform, the setup itself is manageable but we can't bring in old data from QBD which makes accounting without historical records really frustrating. Aside from that, the system sometimes buffers more than it should and in rare cases I've gotten stuck during login.

“fast cloud-based workflow”

Pros

The cloud-based system runs quickly and the overall workflow feels very user-friendly.

Cons

One downside is the display view seems to be updated constantly.

“powerful reporting and bank sync”

Pros

There's a wide range of features and solutions in this software but the biggest advantage for me is the reporting. It really helps with analyzing the financial side of the business. On top of that, entering transactions is much better because it syncs with banks and credit cards, so there's no need to manually update every transaction in the system one by one. It also integrates with other tools like Bill.com which makes the overall workflow even more convenient.

Cons

It bothers me is that whenever I open a transaction, there isn't a view-only option. Having that kind of interface would be really useful because it would prevent accidental changes every time a transaction is opened.

“Capable bank sync”

Pros

Being able to sync it with the bank is a big advantage especially since that option isn't available in QBD. Another feature I really appreciate is that it can be opened on multiple screens which also isn't possible in QBD.

Cons

One limitation is that the Accounts Receivable and Accounts Payable ledgers can't be downloaded in ledger format. It also needs better support for reconciling opening balances in the ledgers, since right now only the open balances are visible and that isn't always enough for proper reconciliation.

“reliable bank feed syncing”

Pros

One of the best parts is the bank feeds, since transactions are pulled in directly automatically.

Cons

At times, though, it can run into errors.

“friendly tools and useful reports”

Pros

The functionality is great, the reporting system is very helpful and the overall experience feels user friendly.

Cons

They recently introduced an advanced search option.

“secure cloud accounting access”

Pros

Being cloud-based for accounting and payroll makes it possible to access the system from anywhere and it feels very secure. The interface is user-friendly as well, so it's simple to understand and work with.

Cons

There's really nothing I dislike about it, although it does depend on having an internet connection since it can't be accessed offline.

“bank feed sync works brilliantly”

Pros

Bank feed syncing is easy and processing transactions is simple thanks to the rules feature.

Cons

One thing missing is the ability to import journal entries.

“helpful auto-suggestions”

Pros

The platform is user-friendly and the auto-suggestion feature is really a valuable addition.

Cons

At times, it runs into technical issues that affect how well certain functions work.

“powerful accounting with useful search”

Pros

Getting started with this accounting software was easy because it's simple to understand and use. It's one of the best accounting tools I've worked with especially since we can customize financial reports the way we need. Searching for entries or transactions is also very convenient and bank reconciliation is quite simple to understand and complete. I also appreciate that we can attach the bank statement during reconciliation and keep it there for future reference.

Cons

One issue I've noticed is that when creating a new entry, the system sometimes automatically duplicates the previous entry along with the same attachment. Because of that, you have to remember to remove the old attachment manually if it's not needed.

“Perfect for bank feeds and sales sync”

Pros

Recording bank transactions through the bank feed is easy and it also connects well with multiple POS systems and online platforms to capture sales automatically.

Cons

The IT support could be much better, since it isn't very user-friendly or responsive when it comes to resolving issues.

“cloud access that keeps up”

Pros

Being cloud-based makes it really convenient to use from anywhere at any time without interruptions. It also lets us work with multiple tabs open at once which makes handling tasks much more convenient.

Cons

One thing that needs work is the go-back function. After searching for something and opening the detailed view, it's hard to return to the original results page where the search started. The search experience and back-navigation could definitely be improved a bit.