QuickBook's Practice Management

4.3
(5)

QuickBook's Practice Management lets accountants communicate and collaborate with clients, share documents and stay on track! Manage your clients at no cost.

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QuickBook's Practice Management Reviews

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Showing 5 QuickBook's Practice Management reviews
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QuickBook's Practice Management review by Stetson M.
Stetson M.
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"Intuit"

What do you like best?

What I like best about Intuit is that it keeps me on track with everything on track. It helps my team members to stay on their game with the workflow that they got. They get their notifications as soon as they received one. It sends alerts to the user when they have tasks to be completed. I think the sends notifications when you need to get something done or there is a timeline it needs to be completed. I also like that it is user-friendly.

What do you dislike?

What I don't like about Intuit is to first get it going with setting up everyone and explaining how to use it. But that comes with every new software. The thing is that our clients don't know how to use it. Sometimes I wish it was easier for the older team members. There's not much to complain about when it comes to using Intuit.

Recommendations to others considering the product

Yes, Freelife Chapel

What business problems are you solving with the product? What benefits have you realized?

The problems that I am solving while using this software is how easy it makes to communicate. The benefits that I've realized is that we keep clients organized easily.

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QuickBook's Practice Management review by Carly S.
Carly S.
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"Quick and Easy, Great for the Manager"

What do you like best?

I enjoy the feature that auto tracks mileage and purchases so they can be divided, I also enjoy that I can easily divide personal versus professional expenses with just one swipe.

What do you dislike?

Sometimes its a little difficult to read because the print is very tiny.

Recommendations to others considering the product

Begin using early, as soon as you start collecting resources even if your product or business has not launched yet. It is also really helpful to understand more about taxes and when my next one is due.

What business problems are you solving with the product? What benefits have you realized?

Able to manage my view of income versus outcome. Its easy to use so it allows me to enjoy more of my personal time.

What Practice Management solution do you use?

Thanks for letting us know!
QuickBook's Practice Management review by User
User
Validated Reviewer
Verified Current User
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content

"Quick books review "

What do you like best?

I love that it is linked to what ever bank accounts I link and loads to the app. I then select if the purchase is business or personal and it keeps track of the year. If it is a continuous purchase, I can put that I always want it to be tracked as business or personal.

What do you dislike?

Sometimes it logs out when I prefer to stay logged in for easy access. I have had issues logging back in a couple of times.

What business problems are you solving with the product? What benefits have you realized?

I can track business purchases and business miles in the same app.

QuickBook's Practice Management review by Administrator
Administrator
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"Easy to pull accurate reports"

What do you like best?

I like how easy it is to pull accurate reports. You can easily find outstanding balances and reconcile those accounts.

Being able to set recurring billing for services as well is extremely beneficial as well.

What do you dislike?

If information is entered incorrectly, it can be very time consuming to find errors and ensure that proper changes have been made. This could also really throw off reports. However, the customer service has always been helpful!

What business problems are you solving with the product? What benefits have you realized?

Some business problems we have solved is actually employee PTO. Being able to monitor and make sure employees are up to date on their information, and having access to their account online is great!

QuickBook's Practice Management review by User
User
Validated Reviewer
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content

"clear"

What do you like best?

Easy to pick up and learn on the job, able to customize data spreads

What do you dislike?

Minor glitches in data transference like from one system to another, crashes

What business problems are you solving with the product? What benefits have you realized?

Organization of sales and vendors

Kate from G2 Crowd

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* We monitor all QuickBook's Practice Management reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.