For example, you can send your clients their financials each month without ever actually logging into QBO! The best part is that the email “from address” is the user that set it up. Automatic email reporting – Another great one! Memorize a report in QBO, add it to a group, and then set that group to be emailed to yourself or your client on a regular basis.I use this to track my time and have been able to use it to determine employee fraud on three different occasions for clients. It shows when a third-party add-on accesses the data, when bank transactions are downloaded, and when those transactions are matched or added to registered. The activity log shows when a user logs in, logs out, edits a customer, vendor, item or account. Activity Log – one of my favorites! DT has the Audit Trail, which tells us when a transaction was created, modified or deleted.Depending on your preference, you can tell the user via a message on the home page or not tell the user it’s your choice. QBO can remind the user to do it or automatically create an invoice for the unbilled time and expenses. In QBO, you can turn on a preference to tell the program to do this automatically, any time activity is assigned on a daily, weekly, monthly or yearly basis. Delayed customer charges/billing – DT has unbilled time and expenses, but again, the user still has to manually go in and bill the customer for them.
#IS QUICKBOOKS DESKTOP BEING PHASED OUT PRO#
You don’t have to scramble to reinstall a version of QuickBooks Pro 2007 or try to talk a client into upgrading. Your Client Always Has the Latest Version – I have to thank Intuit’s Jacint Tumacder for reminding me about this benefit, even though it’s right in front of my face! With new releases every four weeks, QBO users always have the latest and greatest.You and your clients can both work whenever you need to, without worrying what the other is doing, with always on, anywhere access. No Need to Transfer Data or Share Computer Time – Because you can access your client’s QBO data by being invited as an accountant user and signing up for QuickBooks Online Accountant, there’s no need to transfer backup files, Accountant Copy files or try to arrange to login to your client’s computer.We establish the fee, they sign the engagement letter and credit card authorization form, then at the beginning of the month a Sales Receipt is created, the card is charged, and both the client and myself are sent a copy. All of my monthly clients are set up this way. QBO’s counterparts, “recurring transactions,” can be set up to be emailed automatically to the customer and the QBO user/owner can be copied on each one. Invoice/Sales Receipt Automation – While DT has memorized transactions, they still have to be sent to the customer manually.What many people don’t know about are the features that QBO does better than DT.
#IS QUICKBOOKS DESKTOP BEING PHASED OUT FREE#
For a comprehensive feature comparison across QuickBooks products, check out the one we did for Radio Free QuickBooks – just click on the product comparison link. We’re going to focus on features in this article. Since I’ve been using QBO in my own practice since 2005, I generally look at QBO first, then go to DT if QBO is not a good fit. This is the attitude I’ve been on a mission to change for a number of years. Traditionally, I think QuickBooks consultants and QuickBooks ProAdvisors ® have always instinctively looked first to the desktop (DT) editions when trying to determine what to recommend to a client, and have actually avoided QuickBooks Online (QBO) altogether. She used the chocolate and peanut butter analogy … and I think it’s perfect. Jill Ward, Intuit’s senior vice president and general manager of the Accounting Professionals Division, recently said Intuit will never force customers to move to a new platform. While Intuit is focused on the cloud and mobile, they’ll continue to support the desktop, find ways to unlock the data and make it available for customers away from the office as long as customers choose to use that platform.” Just coming off the Sleeter Small Business Technology Road Show, one question I was repeatedly asked was, “Is Intuit ® going to phase out the desktop editions?” Each time I was able to say, “Absolutely not. I truly adore it, I think it’s pretty sexy, it’s always on, anywhere I need it and it’s got new stuff every month. While my first love was QuickBooks ® Desktop, I started using QuickBooks 98 at the age of 23, everyone now knows me now as the QuickBooks Online Chick – and with good reason. Great on their own, but together, they’re special.īefore I get started on this article, I want to set a few things straight. One is not better than other they are more like Chocolate and Peanut Butter.