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I wanted a solution that would quickly and easily pull in data from banks and process payroll and provide basic accounting features, with enough flexibility to allow me to manually adjust entries easily. But there is nothing easy or powerful about Quickbooks Online. It is the perfect combination of glitchy and restrictive.
Treat it like a video game when first learning the system. It's very self-explanatory but if you jump in and get hands on with it, it's a lot easier to figure out best practices and functionality.
I am using it for several business cases, including a dashboard for a service business where they can view invoices and performance against targets updated in real-time. This has transformed how I consult with clients. We talk more about strategy rather than just a financial update. This client in particular really likes to view the Klips (dashboard visualizations) from their cell phone. They use the Klipfolio mobile app almost exclusively. My second significant use is I pull data sources ...
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