This review video is for Quickbooks: an in-depth accounting program paired with an intuitive interface that helps individuals or businesses easily manage their accounting and finances. This review video is provided by TechnologyAdvice. We educate, advice, and connect buyers and sellers of business technology. Quickbooks' setup is easy. There’s a simple wizard with easy-to-follow steps to help you get started. QuickBooks Online automatically imports information from most financial institutions, so simply provide your login information and/or account information and QuickBooks will do the rest.
After logging in, you’ll arrive at your Home Screen: a quick, dashboard-style menu that highlights important data like recent income, expenses, profit and loss, and balances for your various accounts. On the left side of the page is the main navigation menu, where you can access the various modules of the program like Customer, Vendor, and Employee information, Transactions, reporting and tax information, and more. Clicking on ‘Customers’ gives you a customer-centric view, listing your customers’ contact information, open balances, and last actions.
Also, there’s an easy, color-coded invoice status bar at the top of the screen, so you can quickly drill-down and see which customers are overdue, the amount of any pending bids or estimates, and more. Some of the menu tabs can be expanded for quick access to sub-menus, like these more granular views of your transactions, including banking, sales, expenses, and even your full chart of accounts. Some of the most-loved features include the ‘Reports’ and the ‘Apps’ available to QuickBooks users.
The ‘Reports’ tab gives you access to all sorts of pre-built reports about your business, including payroll summaries, balance sheets and profit and loss statements. It also allows you to build and save various custom reports, import data from various accounts, and even upload files from other Intuit programs The ‘Apps’ tab lets you search through hundreds of software tools designed to bolt-on or integrate with QuickBooks to help you run your business.
Although some apps are free, the most useful apps do come at a cost, which is a limitation for quickbooks. Pricing starts at under $10 per month for the Self-Employed Version, or up to nearly $300 per month for the Platinum Enterprise Version, making QuickBooks a quality solution for almost any situation or budget. In Summary, QuickBooks: Comes in three versions, but QuickBooks Online will be best for most users Offers hundreds of pre-built integrations with popular software tools Can manage all financial aspects of your business including payroll, invoicing, tax reporting, and more.
To find out more about QuickBooks or other accounting software tools, check out our website, TechnologyAdvice.com, where you can read reviews, filter your options, and get a free, custom software recommendation for your business.