I find QBO a whole lot easier. It is organized 1000 times better, and it gives you more batch options.
as an accountant w/ a number of clients ---I prefer the QB online -- the features are so much more user friendly and there are more features! I use QB online for when we need multiple login sites -- this is really the only thing I like about it. I know I'm in the minority on this!
I don't use APPs, etc. always on a desktop computer.
Did you mean you use desktop and online to navigate to them? I am a bit confused. And can I ask why you are not interested in the apps?
I find many accountants don't want to learn QuickBooks Online but if they did, it would open up the world of automation for them. But many just stick with the old desktop program because they are used to it. Did you know that you can connect your Proconnect tax program & seamlessly (if set up properly) import the data? More automation= less data entry.
I refer work to a local CPA and that is exactly what she does. This makes the tax return part of her job easy, especially if she knows I worked with the customer and set it all up/reviewed it. Then the cost to the customer for the return is less. My customers love that!
I only use QBO for clients w/ mulitple log in areas.
I use the desk top for clients that have no interest in going to the software themselves (I just send them financial reports downloaded to excel).
I do not prepare tax returns - so don't have need for the tax prep software.
I'm using a desktop computer so apps do not apply (as far as I understand).
I just find a number of glitches w/ the QB and it closes out and the re-login does not log me in w/ just the password. I have to go fully out & re-login to get to the program. It's very tedious.
@Nathandh, agreed, there's something very fluid about the design. However, I do miss the dashboard map from QuickBooks Desktop!
@j5637, all answers and insight are equal here in the community. Glad that you and your clients found a great fit!
I too don't use many apps, but I do sometimes use the QBO App for my desktop.
ok, I will have to see what this APP is. didn't think apps worked on desktops. I think I'm showing my age!
I have read the entire thread and understand each point of view desktop or QBO, BUT, what I don't understand is all the comments about add-ons. I use the desktop version with what it offers and found the most efficient way to set up my personal and business finances. If I choose to go to QBO am I looking at having to add more just to function? I planned on the sole proprietor monthly subscription but I see that one of you is pay $170 a month! Can anyone give me some insight before I choose the online version?
I am not sure what product you are looking at that cost $170/mo. None of the QBO subscriptions I have cost that much. To compare, click this site. I actually just wrote a blog on the subject of selecting the right QB Online product. You can view it here.
If by add ons, you mean "apps", you select the ones that work for your business, if you even need them at all. Many are really nice time-savers. Time=Money.
I hope that clears things up for you.
Not at all! .
Basically, it's a web-based app that runs very similar to other types of software that are executed from your harddrive. While it still requires an internet connection, it's not locked to a browser.
We appreciate your perspective. Depending on the volume of your business, QuickBooks Online is a very viable solution. Most people want the built-in multiuser functionality and the ability to check their books on the go.
If you're running a large operation or have complicated accounts, you may need to scale your accounting. This is where add-ons come on. We are very lucky to have so many awesome developers creating innovative new apps for QuickBooks every day. Many third-party applications offer more robust versions of existing QuickBooks Online capabilities, and for some people, it's worth it (though $170 does seem a little high). I don't have any hard data for you, but you certainly don't need any apps to run your accounting in QBO.
As @lynda pointed out, time is money - hiring someone or building a process into your operation that could be quickly solved with an app, while potentially costly up front, may save time and more money in the long-run.
My recommendation is to map out your needs and your wants and then prioritize those features. Weigh QBO and QBDT against each other and see what it will take to get you to your ideal state. If an additional app is necessary to run your business with QuickBooks Online, factor it into the equation. And even if an app/feature isn't necessary but might make your job a bit easier, consider that as well.
Once you have your plan down on paper, calculate the monthly and yearly costs of going with either QuickBooks Online or QuickBooks Desktop. This should help make the decision much easier.
Desktop and nothing but desktop.
QBO is slow. You can only open one window at a time, so when you run a report and drill down for detail, you have to reload the report to see it again. With desktop the report stays open and you can easily and quickly go back. QBO is not anywhere close to being as robust as desktop; lots of features are missing from QBO. It REQUIRES internet. So when the construction company back-hoes through the fiber down the block, you have nothing. If your ISP is down, you have nothing. If the intuit website is down, you have nothing. Router. Electricity. Multiple points of failure that you don't control.
QBO is a monthly fee (which is why Intuit pushes it so hard - follow the money). You can use the same version of desktop for years with no additional cost (except payroll subscriptions, if needed). So QBO is not as cost effective for small business users.
Cloud? There is no cloud. The cloud still lives on hardware somewhere, and it is only as secure as the computer it lives on. Can the server be hacked? I don't know, do you? Is it backed up? Maintained? Did the server farm pay the mortgage this month, or will they be shut down? You. don't. know. Multiple points of failure that you don't control.
I know where my computer is, how it is backed up and secured. If my power goes out, I can load it in a car and take it with me to an alternate location. I don't need internet. Computer crash? I can copy the backup company file and take it to another computer. I have control.
The only case I can make for QBO is if you have multiple people in separate locations who all need access to the company file at the same time.
That being said, I finally migrated my last client from QBO to desktop. I will not accept any new clients using QBO. It's that bad.
Mark Wagner , CPA
Thank you for your honest feedback and perspectives. Different tools meet the needs of different people, and you're more than right to say that QuickBooks Online, in its current incarnation, will not work for every customer or accounting situation.
Always appreciate hearing from you and I hope folks who are on the fence will take your consideration to heart.
I have 18 years worth of items ( Machine parts) since I started using QB in 2000.
I do not believe that QBO has an items list
QuickBooks online does indeed have an item list and it would be imported if you converted from QB Desktop to QBO.
I have always loved QuickBooks, but QBO is the accounting software of the future. I love how QBO uses the technology and allows Accountants to create automation that was not possible in the past.
We have muli-user mode in QB Desktop and it is very slow when accessing it when teleworking. This is the downfall of QB Desktop as it is a huge program let along having more than 1 user accessing the system. The advantage to QBO is that it processes faster with multiple users anywhere and anytime one as internet access. The question I have is data security.
Curious, did you verify your data as described in the help article for converting? It doesn’t sounds like your conversion Went through properly. You might want to try converting a second time. I have had to do that with a couple of clients. Although it’s been a while since I’ve had to do it. It all depends on the file size and what is in the file when you do the conversion. Also, I highly recommend creating a portable file in your desktop QuickBooks. Restore that portable as you’re working copy and then convert that. Creating a portable file puts the file in the best order possible prior to converting. It’s not in the steps on that outlined list of tasks to do a conversion, but it’s on my list. Try it and see if it comes out better.
I'll make a deal with you. Send me the QBO ones and I'll send you my desktop ones. I no longer work in Desktop except for a few Enterprise solutions clients and training. Mind you, Desktop was my first "love". But I have broken up with it. Mainly due to automation and moving on to the future.
I had an issue like your friend, but the client was on QBO payroll and I had them fix it (which they happily did).
Did you verify your data is the key question here. When an import goes wrong it is important to be sure that your trial balance in accrual matches EXACTLY the online file. If it doesn't, you need to make adjustments. You don't want incorrect data for sure. Especially after all the work you have done.
And, I agree, QBox is a great app for desktop clients. I just recommended it this morning.
If I thought it would make a difference, I would use a HUGE font to say THANK YOU for posting my exact thoughts! First of all, I was completely turned off by my accountant saying it would be easier for HER to have us invest in QBO, even though she is a nice person- REALLY??? And having one more bill to pay each month is not exactly reeling me in. Another deal breaker is the cloud. Sorry, not sorry that although we are a pretty small fish in comparison to companies with multiple locations and employees etc., that doesn't mean that some lazy POS wouldn't target us to drain our hard earned and meager accounts. (sorry for getting so harsh). Sure it looks cool, but it isn't necessary for us.