QuickBooks Solopreneur Erfahrungen

Good for the Money, QB still lacks features...

Kommentare: I think QB is really positive overall. The simple truth is that an accountant knows way more than I do. I did my taxes all wrong for 2+ years using QB. I probably could have gotten a lot more refund had I had more tax knowledge. Taxes are deep. That's why people specialize in it. I am a salesman and entrepreneur. I HATE doing taxes. After my carpal tunnel episode, (I was crunching and cursing QB and the IRS,) I realized how to actually do my taxes the right way. The best thing I can say is that QB gives a good overall picture and the reporting is good as long as you tag everything correctly. But that doesn't work easily if you have thousands of micro-transactions, such as myself. So I had to go through every line item and tag it for the appropriate enterprise. I have finally figured out how to do taxes... Use a program like QB and then deliver the reporting to a good accountant who can really find the tax breaks. They simply can't do it over the phone like an in person accountant. And I had to find a good one who was recommended to me by a friend. Not any accountant will do. DO your research on taxes!!! You can get a good refund if you have a good accountant and also do the prep work which QB is capable of but only for one company at a time. Tagging things one by one is terrible!!!

Vorteile:

I like the account integrations, however, I could not get my Home Depot credit card to connect, so that was disappointing. I also thought the general ease of use was good. It did give me a good picture of my small business and that helped me with running my business better. I also really liked the reporting. The Profit and Loss statements were the most important report that I generated because I would use that to deliver it to my accountant and then do my taxes from there. QuickBooks can really only take you so far. Which is good. I would generally recommend it to all small business owners, like myself. I am not an accountant and truly suck at accounting. So I decided to give it a shot, and then realized that even with super detailed entry, I still needed a professional accountant to get the extra tax breaks that automation simply could not perform. Yes, I know they offer further services, like a live professional, but that just didn't work for me. I tried it one year and then compared it to a year when I hired an accountant and provided the reports and was able to get more refund. So overall, it is a good beginners tool.

Nachteile:

I hated the fact that it asked me every time there was a new entry if I wanted to make a rule for that entry. I wanted QB to be fast as possible because I loathe accounting. I need to focus on selling my items. However, I understand how important accounting is, thus why I put such a focus on it in my business. I also hated the fact that I could not batch "Tag" items. For example, I actually have 3 companies and did my accounting ALL wrong... I had to go back and do it all over. I realized that I needed to "Tag" and "categorize" properly in order to separate the companies transactions so I could get accurate reporting. Basically, I had to manually tag each and every transaction, which SUCKED!! I have an e-commerce business with thousands of line items and I had to do it one by one, which ultimately made me want to cancel QB. Be it as it may, it was my fault. I did not do it properly from the start. I didn't realize how to separate different companies with one QB account. I tried to have 3 separate accounts but that was too costly and thought I could easily do it with one swift click of a button, and BOY was I wrong. I probably developed carpal tunnel from this years taxes. And then decided to close down 2 of the 3 companies because I realized how to actually run my entire enterprise better. I still have one LLC. I closed another LLC and an S Corp as a result of better understanding my taxes and how to be a better small business owner.

Very Useful Software

Kommentare: Excellent. I love this software! It has really made my job easier!!

Vorteile:

I love the Transaction processing. I can quickly snap a photo of a receipt and then categorize it. It has helped me keep up to date on all my receipts, income, etc.

Nachteile:

I found this software to be very easy to use. I don't have anything to add here that I don't like

New Beta format is almost un usable! Full of problems and errors. Unprofessional.

Kommentare: It was fine until they revamped the format. They put it out too early while it was and IS still full of problems.Why pay a monthly fee for garbage like this? They should have taken the time and hired quality programmers to present their existing clients with an improvement, not a liability in terms of time and efficiency. The program doesn't even put dates in order.

Vorteile:

I liked the flow of the program and how it saved previous client entries so I didn't have to enter particulars every single invoice. That no longer exists.

Nachteile:

New Beta format is almost un usable! Full of problems and errors. Unprofessional.

not for me

Kommentare: i personally decided to switch to wave's

Vorteile:

it was low cost which was great for a self employed

Nachteile:

i wasn't educated on how to properly use it

Sticken with Quicken

Kommentare: My overall experience with QuickBooks self employed is I am completely satisfied and enjoy the use of the software currently as my bookkeeper. It has been an asset to my small business

Vorteile:

The thing I am most fond of with QuickBooks Self-Employed version is the ease of use. The software offers a user the functions that cover all necessary withholding categories that are required on a state and federal level. It inputs the correct taxes, insurance, fees etc. required by law within your area. And if you are not within regulation it notifies you and offers the user direction into making sure you are financially in accord to the law.

Nachteile:

What I like least about the software is the exporting IOC information can get tricky sometimes depending on how it will be opened by the receiving device.

Solid product but lacking some features

Kommentare: QuickBooks Self-Employed has been the most cost-effective tool for tracking expenses that we have found so far for the Sole-Proprietor's small business. While it has its flaws, it is still better than the alternative...having no tools to help record business expenses. Still keeping our eyes open for other options. Thinking about moving up to QuickBooks Online if our profits go up and can justify the price tag.

Vorteile:

This product was built for the person running a sole propriety. It is very easy to track business expenses. It takes less than a minute to enter an expense and upload a receipt. The mobile app can also track your mileage put on a vehicle for business purposes all year long. Its integration with TurboTax makes it very easy to file taxes as it pulls in all the business expenses and categorizes them for you. You can create and send basic invoices.

Nachteile:

As far as I've been able to tell it has no way of tracking or entering Income unless a customer pays through the QuickBooks portal. Checks or other forms of payment (outside of QuickBooks) will not show up as income. Therefore, the running "Profit/Loss" number at the top of the screen is pretty inaccurate. You can only clear this up when filing taxes through Turbo Tax and entering W2s, other tax documents, and manually enter income. This feature may work just fine if you connect a bank account. We do not. So, it might pull in deposits automatically for you to mark as business or personal transactions.

Easy solution for self-employed but could be better

Kommentare: Overall, the Self-Employed version of QuickBooks has been easy to set up and use. In year's past, the same software was much cheaper than it is now. I think they more than doubled the price per month for the same versions. Their mileage tracker is very limited. Because of this limitation, I pay for MileIQ to track and categorize mileage and trips. Then, I export the data from MileIQ and import into QuickBooks.

Vorteile:

I like that I can manage both my personal and self-employed business accounting within a single account.

Nachteile:

The mobile app seems kind of buggy. It's very slow to register taps (3 seconds).

Misleading UX Ease of Access Claim & Terrible Customer Service

Kommentare: My overall experience from sign-up, account setup, attempted input of expenses, and the whole cancellation proces was a 0-star rated experience. I was beyond floored, having only had it for 2 weeks, that canceling all of these things and getting a refund has proved impossible for a company so highly rated.

Vorteile:

I thought the user interface looked great and seemed easy enough, it claimed to have all of the add-ons/plug-ins and apps I could need for my small business. It was highly rated on most SaaS review sites so I trusted it.

Nachteile:

First, the customer service for a company of this size with so much critical acclaim for its software is below subpar. The customer service phone line rarely works or understands what you're saying/asking for; the chat option simply leads to the service representative telling you they aren't able to help with that then sending a link to the right team followed by a disclaimer that the links are usually down or not currently working so you should save the link and continue retrying. The actual QB Self-Employed is not easy to use and not straightforward at all. Downloading a complicated spreadsheet has proved easier than navigating this. The final nail in the coffin is that in order to use QuickBooks Payments, you are required to open a QuickBooks Checking account with a debit card, whether you like it, use it or not.

Avoid at all costs!

Kommentare: Abysmal in every sense. A hopeless product that you cannot trust, coupled with a support team who don't hellp in any way at all, and a complaints department that won't listen or offer any sort of recompense. Do not use this company for anything, ever!

Vorteile:

Seemed fine initially but then realised it was duplicating hundreds of transactions and totally skewing the data. When asked to fix it, almost one year later I had to go through and manually delete all of the entries myself which took over 2 days - worst software ever? And the support team just ignore, lie and avoid

Nachteile:

Everything! The whole experience has been probably the worst as a customer I have ever had and I would never ever use any of their products or services again, even if you paid me!

What I like about QuickBooks Self Employed

Kommentare: QuickBooks Self-employed saves a lot of time when I want to check payments and receipts for the agency.

Vorteile:

I can see multiple bank and credit card transaction all in one place

Nachteile:

I do not like how hard it is to download older transactions.

A great product for anyone who is self-employed

Kommentare: Overall I find this software incredibly helpful and integral to my accounting practices as a small business.

Vorteile:

The mobile app has been integral to keeping up with cataloguing receipts on the go. You can simply snap a receipt with your phone's camera and the app will automatically match it with any expense. And categorizing expenses is as easy as swiping right or left. Both the app and the browser version have made finding deductions and filing my quarterly taxes so much easier. I don't know how I would have done this accurately without quickbooks.

Nachteile:

I wish there were ways to search individual transactions by category, or type. At times I have a difficult time sorting through past transactions or figuring out what each was.

Works good for accounting

Vorteile:

I have used QuickBooks Self-Employed for a while now and it is easy to use for accounting. I like that you can connect it to your bank account and update your books automatically and check off in the register like a checkbook.

Nachteile:

The thing I dislike about QuickBooks Self-Employed is you have to pay for a higher plan in order to utilize all the functions need to run your business accounting successfully.

Great software for small biz owners

Vorteile:

Keeping employee records and printing payroll checks.

Nachteile:

Can be difficult to run annual reports at tax time.

It was great, and then they made it terrible

Kommentare: I used to tell everyone how great it was and then they made the self employed app no longer functional. Invoices can't be organized by date, it is riddled with errors that have prevented me from being able to update my business address for over 8 months now (in spite of them promising a fix every time) and to top it off discounts can no longer be added to an invoice. It is really remarkable how they took something so great and have managed to make is so dysfunctional .

Vorteile:

One of the best things about QB self employed was that I had everything organized at my fingertips all the time.

Nachteile:

Unfortunately, the customer service on the product is abysmal. Everything has to be "escalated" to engineering and then they somehow not only fail to fix the problem but actually oftentimes manage to make it worse.

Useful, but expensive.

Kommentare: Overall a good experience. This software prevents me from losing receipts and having to do a ton of work on my taxes at the end of the year.

Vorteile:

The most obvious pros are the receipt tracking and the integration with TurboTax. You can snap pictures of receipts or upload screenshots for those online and record the biller, amount, date, and any notes. There's also a category feature I find helpful. At the end of the year, QuickBooks will send it all to TurboTax, which makes self-employed taxes way easier.

Nachteile:

It's expensive. For the tax package, it's $25/month, or $300 by the end of the year.

Great product for those who know what they are doing.

Kommentare: It took me time, but I was able to use the program. I had to start over fresh 2 times before I could get my info in correctly to start working

Vorteile:

The product allows you to be completely self sufficient, cut down costs and customize based upon your business. You can use preloaded categories or create your own.

Nachteile:

If you are not familiar with using this type of software you may run into issues. There is help, but you can get very confused. Research is best before using the program for actually use.

Highly recommend for all small business owners

Kommentare: Great. Very happy I am using it. QB SE is a trusted and affordable resource for keeping my business and tax items in check.

Vorteile:

I love the different features QB Self-Employed has: Auto-mileage tracking, invoicing, tax checklist, it tells you when an invoice has been viewed and payed, transaction tracking, business reports, and it syncs with TurboTax

Nachteile:

I wish the invoicing feature was more sophisticated. For example, I wish I could send estimates instead of an "invoice" at times, but I have another program I use outside of QB that can do that for me. It's probably in a more expensive QB service but I wish it were available for Self-Employed.

Simplifies my Accounting

Kommentare: I highly recommend QBSE to self-employed individuals who are looking for an affordable, intuitive, user-friendly way to do their accounting. I've been using it for 5+ years and it hasn't let me down yet.

Vorteile:

Quickbooks Self-Employed is very easy to use. It has simplified my accounting significantly. I can track receipts, import transactions from my bank account, pay my federal quarterly taxes, create invoices, export all of my info to Turbo Tax, and do so many other key business functions from within the software.

Nachteile:

While I love QBSE, I do wish there was an easy way to calculate and pay quarterly state estimated taxes. That would make the experience even better.

Useful For Tax Purposes

Vorteile:

I’ve been using QuickBooks Self-Employed for over five years now, and I can definitely say that it has grown and improved over time. I mainly use it to get an estimation of my quarterly taxes, but I also use it for sending invoices and tracking business-related mileage. I like that the web application includes rules for setting up automation so that I don’t have to approve every transaction that appears in my Self-Employed account. QuickBooks makes it very easy for me to export the documents I need for my accountant, and also forgetting the report of my overall income, spending and profits.

Nachteile:

Because QuickBooks imports all my income and pending transactions, I don’t understand why it’s not set up to be used as a budgeting application, like Mint or YouNeedABudget. Except for sending out invoices and keeping track of mileage, I don’t use application on regular basis.

Great app with a few glitches

Kommentare: This is a great tool for people starting their small business. A few more features would make it the perfect choice.

Vorteile:

-Links to bank accounts and credit cards and categorizes transactions automatically. -Milage tracking is a great feature. -Send invoices to clients.

Nachteile:

- When the milage tracking is turned on, it kills my phones battery and drains it in less than 10 hours. I turned it off and the result is shocking. - Invoice processing takes up to 3-4 day, and then I have to wait for the bank processing for another 2 days.

Quick books self employed saves me so much time.

Vorteile:

I love the simple workflow for most things invoices, quotes, expenses, time, etc. I hate accounting, and book keeping so to be able to add these rapid fire with little effort makes me very happy. It also is very handy come tax time b/c I can easily grab all the information and hand it off to turbo tax or an accountant for them to deal with. I also really like the dashboard so I can quickly view the status of my freelance accounts.

Nachteile:

Somethings feel almost buried. I wish there was some customization for more commonly used tasks. I'm more inclined to generate a bunch of quotes versus invoices so I wish I had a way to remove some drill down for more commonly used tasks.

Good Value

Kommentare: If you simply want to be able to keep up with the your expenses and mileage this is a good place to have it all together at an affordable price

Vorteile:

Very easy and convenient for categorizing business versus personal and attaching receipts. I liked that you could put rules in that would help with time management.

Nachteile:

Had tracking issues on several occasions where it was stop tracking. And it tracked rather short trips that weren't really trips.

Useless App

Kommentare: DON'T touch this product, it is the worst!
The App doesn't track your millage correctly!
You can't amend any transactions hst, you have to create 2 separate entries.
The tech support is useless, I have been dealing with them for over 2 months to get the issues resolved.
You can't call quickbooks, EVERYTHING related to self employed is only done online.
Use Excel, MileIQ, that's the way forward!

Vorteile:

Nothing! This is the most useless app and a waste of money.

Nachteile:

The App doesn't track your millage correctly! You can't amend any transactions hst, you have to create 2 separate entries. The tech support is useless, I have been dealing with them for over 2 months to get the issues resolved. You can't call quickbooks, EVERYTHING related to self employed is only done online.

Limited features for a low price

Vorteile:

Quickbooks self-employed offers the essential tools needed such as mileage tracking and tax estimates.

Nachteile:

After covering the essentials Quickbooks self-employed has no other features. It is very bare-bones and doesn’t allow budgeting, time tracking, inventory, or other useful features other accounting systems have.

Your Business Needs This

Kommentare: It really keeps me organized so I see exactly where my money goes and taxes owed.

Vorteile:

Easy to access and store a lot of information in the app. I love how I can snap pictures of my receipts and instantly see purchases.

Nachteile:

I hate that I have to use the desktop to look at breakdowns for specific months or quarters. I hate how the app logs expenses and incomes twice so I have constantly delete the double entry in the app.