I need to switch away from QuickBooks Online

1,814 Views | 21 Replies | Last: 1 mo ago by LOYAL AG
BusterAg
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AG
So, QBO recently stopped providing customer support unless you upgrade to QBO Advanced, which costs $235 a month.

That is stupid. Turning off customer support for a product with very high switching costs is nothing less than evil. I want nothing to do with Intuit ever again.

Does anyone else use similar software? I am taking over as head of Finance for a growth company, around 20 employees, pretty good revenue, but still really cost conscious. I need to switch to a new platform to take care of accounting without asking my CEO to be involved in every change that I make.

Any reviews of the likes of Xero, Sage Inacct, Zoho, etc?
It takes a special kind of brainwashed useful idiot to politically defend government fraud, waste, and abuse.
Jeff99
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I've used SageIntacct for 4+ years and like it a lot.

I will say that it will costs WAY more than $235 a month, but it's a legitimate robust accounting system without being as expensive as a lot of the full-blown ERP systems.
Stymied
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BusterAg said:

So, QBO recently stopped providing customer support unless you upgrade to QBO Advanced, which costs $235 a month.

That is stupid. Turning off customer support for a product with very high switching costs is nothing less than evil. I want nothing to do with Intuit ever again.

Does anyone else use similar software? I am taking over as head of Finance for a growth company, around 20 employees, pretty good revenue, but still really cost conscious. I need to switch to a new platform to take care of accounting without asking my CEO to be involved in every change that I make.

Any reviews of the likes of Xero, Sage Inacct, Zoho, etc?
$235 month is pretty reasonable for a company that sized. I doubt you are going to find anything much cheaper than that.
gigemhilo
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Stymied said:

BusterAg said:

So, QBO recently stopped providing customer support unless you upgrade to QBO Advanced, which costs $235 a month.

That is stupid. Turning off customer support for a product with very high switching costs is nothing less than evil. I want nothing to do with Intuit ever again.

Does anyone else use similar software? I am taking over as head of Finance for a growth company, around 20 employees, pretty good revenue, but still really cost conscious. I need to switch to a new platform to take care of accounting without asking my CEO to be involved in every change that I make.

Any reviews of the likes of Xero, Sage Inacct, Zoho, etc?
$235 month is pretty reasonable for a company that sized. I doubt you are going to find anything much cheaper than that.


Very true - very reasonable. Anything cheaper than QBO will not have the ability to keep up with you.
themissinglink
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If you are taking over for a "growth company", I would be less concerned with the $3k per year QuickBooks fee and more concerned that your ERP can scale with you to whatever level you expect to be in 3-5 years.

If you do find something cheaper, I would guess you spend more money/effort (assuming you convert employee time to hourly rate) converting to the new system.

Also, if I took over as Head of Finance/Accounting for a small but growing business, I would probably focus my attention on maximizing the capabilities of the function with the limited resources rather than cost cutting. Are we capturing the right KPIs? Are there improvements to make in the accounting practices? Can I improve cash flows through improving working capital?
Lathspell
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How is that evil? Things change, and sometimes companies find they are losing money, so they have to change their pricing and policies. Unless they are in breach of contract, this is fairly standard stuff.

The more we get into AI being able to analyze company data, the more we will start seeing things like this because AI will start pointing out all the inefficient areas in companies' business models. Granted, you can also start using AI to troubleshoot issues or ask questions.
BusterAg
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The problem is not the $235, but the way that Intuit treats their customers.

So, QBO is not a robust accounting system built for a medium-sized company. I have no interest in helping them beta-test their QBO advanced product when there are other options that are out there, and I have had such a bad experience with QBO's baseline product not working correctly.

The $235 / month is not the problem. Paying $235 / month for QBO is a problem. Quietly deprecating customer support for your baseline product under the cover of night, and then upselling me to QBO Advanced as the only way to get customer support for a bank syncing issue that is a known QBO bug is a problem.

Intuit deprecated and removed all customer support email addresses with no announcement. They deprecated and removed all customer support chat messaging with no announcement. They removed their "ask an expert" feature with no announcement. And then, when their software has a problem, everyone on their very terrible customer support phone number tells you there is no way to fix your problem without upgrading.

That is all very, very evil. A software company flat out abandoning customer support on their software product with no advanced announcement is not an ethical business practice.

Intuit is relying on the high switching costs and mission critical nature of their service, and overnight abandonment of their customers from a customer support standpoint, to try and force people onto the new platform. That is the reason why I no longer want to work with Intuit. It's not really about the price. It's about the terrible marketing tactics.

So again, any recommendations of other accounting software would be appreciated. Anyone that has overseen the transition of small businesses away from QBO to another platform, and how that went, would also be appreciated.
It takes a special kind of brainwashed useful idiot to politically defend government fraud, waste, and abuse.
Voice of Reason.
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If I could burn Intuit to the ground, I would. Figuratively speaking, of course. The way they go about their customer service completely disregards trying to actually benefit their customers. Their solution to switch everybody off of Desktop to Online as essentially beta testers is an awful way to run a company.

Unfortunately no other company has been able to create something that CPAs (in large numbers) have been willing to switch clients over to.

I'm not sure why they had to (try to) switch everybody to Online. Now that they have the annual subscription for the Desktop version, why couldn't they have just kept those versions? They wouldn't have even needed to have a yearly version. Just keep patching and adding features to the current version and be done with it. Maybe every few years they could come out with a new one like Windows, but other than that, the yearly subscription should have eliminated the need to force people to upgrade every three years for payroll subscription purposes.

BusterAg, SageIntacct may be a good starting point. No experience with it, but from what I have seen from lightly browsing their website, it might be worth it for a business looking for more than the bookkeeping of QuickBooks.
LOYAL AG
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AG
Let me be the contrarian and tell you that your company should be on Advanced anyway. With 20 employees your revenue is almost certainly over $2m and probably closer to $3m. A quick Chat GPT search yields the following:

I'm a fractional CFO and we provide bookkeeping as part of the basis of our services so I'm in QBO every day. It's a bit frustrating when clients don't want to pay for the products they need then expect me to compensate with other tools. Not saying that's what the OP is doing just saying they should probably consider what functionality they need but aren't getting and whether upgrading to Advanced makes sense. If you're going to consider something much more expensive anyway and it's not the cost I'm not sure why you don't just upgrade which solves the problem with reduced support options in the lower tiers.

Just my $.02.
themissinglink
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Industry does matter when it comes to picking systems. I'm definitely not the expert in saying which systems are right for different industries, but if you have some intel on what your competitors or similar companies are using, that might worth exploring.
YouBet
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They went the same route with Quicken several years ago.

We are currently on QuickBooks as well simply because we are a startup and it's the easy button. We will likely be moving to Sage within the year as we keep growing because the owners other company is already on it.
SF2004
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News flash OP. **** cost money.

Stop being cheap and buy the appropriate account software for your company size.

Waaaa intuit took my free **** away. Yes because rising cost has caused Intuit to have to pay more for employees. Therefore if you want to be cheap and use the wrong product they aren't going to support you.
aggiez03
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AG
We still have QB Desktop but are on QB Plus or Advanced, can't remember. They call every year and ask us to upgrade to online, but our accountant says not to switch.

You can look at Freshbooks. I know a few small businesses that use that, but I don't know how it scales.

Look into Patriot software, pretty sure I heard them on AM radio, Michael Berry or someone like that...

RogerFurlong
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SF2004 said:

News flash OP. **** cost money.

Stop being cheap and buy the appropriate account software for your company size.

Waaaa intuit took my free **** away. Yes because rising cost has caused Intuit to have to pay more for employees. Therefore if you want to be cheap and use the wrong product they aren't going to support you.

This guy has never used quick books. They're terrible. Always trying to milk customers for more money for features they already paid for.
LOYAL AG
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aggiez03 said:

We still have QB Desktop but are on QB Plus or Advanced, can't remember. They call every year and ask us to upgrade to online, but our accountant says not to switch.

You can look at Freshbooks. I know a few small businesses that use that, but I don't know how it scales.

Look into Patriot software, pretty sure I heard them on AM radio, Michael Berry or someone like that...




Historically the Desktop tiers were named Plus, Premium and Enterprise. They are phasing out support for Plus and Premium so that by 2027 Enterprise will be the only version of Desktop that is still supported. At that point you're begging for problems if you stay on a lower version of that product. I don't know why your CPA doesn't want you to move to Online but I do know most of the CPA I interact with hate it. I've never been given a tangible reason other than complaints that add up to "it's new". I guess my point is you need to know why they want you to stay on a dying product and what's their plan for the future?

There a couple of universal truths about small business owners. They're operationally excellent, experts in their field. Their understanding of business finance and more importantly how to manage that is lacking. They also don't understand the difference between a tax professional and an operations oriented accounting professional, ie a controller or CFO. The second and third items are to be expected, that's why they either outsource it out hire into their staff. However, turning to their CPA for operational guidance is often a mistake.

Likewise there are a couple of universal truths about small business tax professionals. They're tax experts but they're not well versed in the operational side of their client's businesses. They think year to year with a focus on tax law changes and filings and have limited ability to fill a strategic role for their clients. And as noted they generally dislike Online which is fine but Desktop is dying so what's the plan for the future? My guess is a significant number don't have one.

I moved my bookkeeping client base to Online in 2017 and stopped working in Desktop a year later. This outcome was predictable and I've told many clients and their reluctant tax professionals they didn't have a choice. Now I tell client's CPA this isn't their decision and to get on board or get left behind. This is an operational decision. What do you need from your numbers and what's the best way to get that information? Accounting isn't about tax returns, it's about generating information to better understand the business and why it's performing the way it is so that ownership can improve its profitability. The fact is Desktop probably is a better product for an accountant but operationally Online is far superior and significantly less risky with regard to data loss.
LOYAL AG
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RogerFurlong said:

SF2004 said:

News flash OP. **** cost money.

Stop being cheap and buy the appropriate account software for your company size.

Waaaa intuit took my free **** away. Yes because rising cost has caused Intuit to have to pay more for employees. Therefore if you want to be cheap and use the wrong product they aren't going to support you.

This guy has never used quick books. They're terrible. Always trying to milk customers for more money for features they already paid for.


That doesn't even make sense. It's a subscription. You're paying every month for their product. I'm sure you have a valid point but I don't know what it is. Can you explain a bit?

Tia
gigemhilo
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LOYAL AG said:

aggiez03 said:

We still have QB Desktop but are on QB Plus or Advanced, can't remember. They call every year and ask us to upgrade to online, but our accountant says not to switch.

You can look at Freshbooks. I know a few small businesses that use that, but I don't know how it scales.

Look into Patriot software, pretty sure I heard them on AM radio, Michael Berry or someone like that...




Historically the Desktop tiers were named Plus, Premium and Enterprise. They are phasing out support for Plus and Premium so that by 2027 Enterprise will be the only version of Desktop that is still supported. At that point you're begging for problems if you stay on a lower version of that product. I don't know why your CPA doesn't want you to move to Online but I do know most of the CPA I interact with hate it. I've never been given a tangible reason other than complaints that add up to "it's new". I guess my point is you need to know why they want you to stay on a dying product and what's their plan for the future? .


I'll provide context to this. The reasons CPAs like Desktop over QBO has to do with 2 main issues:

1. Portability of data - the end user has complete control over the data and can back it up, transfer it, upload into other accounting resources, upload into tax software, etc. QBO made that basically impossible as the only way to get info out of QBO is through excel - unless of course you are trying to upload into another intuit product.

2. Tools to manipulate data. This one is a little harder to explain, but for those that have their hands in financial data all the time, it is so much easier to edit, categorize, change, etc data in desktop v online. Also online can be buggy when editing because of the data delay of the internet.

Those may seem small, but it's so much more than just "new v old", and the only reasons for limiting data transfer from their point of view is to push you to an intuit product.

Now, online does have its advantages - (AI driven imports, access from anywhere, integration with applets, etc - but those are end user driven advantages, not necessarily what CPAs are looking for in a product.

I would love it if I was able to import QBO into my accountants version of desktop - but for some reason they don't have that capability yet.
RogerFurlong
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I've got quickbooks online which I already paid for. They're trying to force me to go online so that I'm stuck with them forever. They'll lock your data in their system and you essentially have to pay ever increasing fees for it. They won't make it easy to export.
LOYAL AG
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gigemhilo said:

LOYAL AG said:

aggiez03 said:

We still have QB Desktop but are on QB Plus or Advanced, can't remember. They call every year and ask us to upgrade to online, but our accountant says not to switch.

You can look at Freshbooks. I know a few small businesses that use that, but I don't know how it scales.

Look into Patriot software, pretty sure I heard them on AM radio, Michael Berry or someone like that...




Historically the Desktop tiers were named Plus, Premium and Enterprise. They are phasing out support for Plus and Premium so that by 2027 Enterprise will be the only version of Desktop that is still supported. At that point you're begging for problems if you stay on a lower version of that product. I don't know why your CPA doesn't want you to move to Online but I do know most of the CPA I interact with hate it. I've never been given a tangible reason other than complaints that add up to "it's new". I guess my point is you need to know why they want you to stay on a dying product and what's their plan for the future? .


I'll provide context to this. The reasons CPAs like Desktop over QBO has to do with 2 main issues:

1. Portability of data - the end user has complete control over the data and can back it up, transfer it, upload into other accounting resources, upload into tax software, etc. QBO made that basically impossible as the only way to get info out of QBO is through excel - unless of course you are trying to upload into another intuit product.

2. Tools to manipulate data. This one is a little harder to explain, but for those that have their hands in financial data all the time, it is so much easier to edit, categorize, change, etc data in desktop v online. Also online can be buggy when editing because of the data delay of the internet.

Those may seem small, but it's so much more than just "new v old", and the only reasons for limiting data transfer from their point of view is to push you to an intuit product.

Now, online does have its advantages - (AI driven imports, access from anywhere, integration with applets, etc - but those are end user driven advantages, not necessarily what CPAs are looking for in a product.

I would love it if I was able to import QBO into my accountants version of desktop - but for some reason they don't have that capability yet.


1. This is a valid complaint for the most part.
2. This isn't accurate. Accountants that are part of their accountant program have the ability to move large volumes of transactions at one time, for example from one GL account to another, one Class to another, etc. you can recategorize in the Vendor profile, etc. I find this to be significantly better than desktop. Night and day better.

I think your general assessment that the advantages of Online are more important to the end user are valid but that's kind of my point. This is an operational decision, not a tax one. I would prefer the CPA take that position rather than discourage a move altogether.

Good discussion.
LOYAL AG
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AG
RogerFurlong said:

I've got quickbooks online which I already paid for. They're trying to force me to go online so that I'm stuck with them forever. They'll lock your data in their system and you essentially have to pay ever increasing fees for it. They won't make it easy to export.


I think you mean you have Desktop now, not Online and they're trying to force you to Online. With that assumption details matter. You paid for QB Desktop 20xx. Did you think that would last forever? What other product does your business use that you think should last forever without any future costs? That seems naive.

2021 was the last version of Desktop that wasn't basically a subscription so if you're on that or older you're already on an unsupported product so what's changing for you? They're killing Desktop. That's a strategic decision for them. You make strategic decisions every day, why would they be different? Their fees go up periodically, another practice I assume you follow as well. Prices aren't stagnant for anything which has always been true.

I still don't see the complaint. Nobody is doing desktop accounting software anymore. They're fraught with risk from your perspective and expensive to support from theirs. Operationally Online is potentially a much better tool for your business than Desktop. If your margins are so tight than this is a battle there might be other issues to address.

Not trying to be an ass by any means just trying to clarify your expectations.
gigemhilo
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LOYAL AG said:

gigemhilo said:

LOYAL AG said:

aggiez03 said:

We still have QB Desktop but are on QB Plus or Advanced, can't remember. They call every year and ask us to upgrade to online, but our accountant says not to switch.

You can look at Freshbooks. I know a few small businesses that use that, but I don't know how it scales.

Look into Patriot software, pretty sure I heard them on AM radio, Michael Berry or someone like that...




Historically the Desktop tiers were named Plus, Premium and Enterprise. They are phasing out support for Plus and Premium so that by 2027 Enterprise will be the only version of Desktop that is still supported. At that point you're begging for problems if you stay on a lower version of that product. I don't know why your CPA doesn't want you to move to Online but I do know most of the CPA I interact with hate it. I've never been given a tangible reason other than complaints that add up to "it's new". I guess my point is you need to know why they want you to stay on a dying product and what's their plan for the future? .


I'll provide context to this. The reasons CPAs like Desktop over QBO has to do with 2 main issues:

1. Portability of data - the end user has complete control over the data and can back it up, transfer it, upload into other accounting resources, upload into tax software, etc. QBO made that basically impossible as the only way to get info out of QBO is through excel - unless of course you are trying to upload into another intuit product.

2. Tools to manipulate data. This one is a little harder to explain, but for those that have their hands in financial data all the time, it is so much easier to edit, categorize, change, etc data in desktop v online. Also online can be buggy when editing because of the data delay of the internet.

Those may seem small, but it's so much more than just "new v old", and the only reasons for limiting data transfer from their point of view is to push you to an intuit product.

Now, online does have its advantages - (AI driven imports, access from anywhere, integration with applets, etc - but those are end user driven advantages, not necessarily what CPAs are looking for in a product.

I would love it if I was able to import QBO into my accountants version of desktop - but for some reason they don't have that capability yet.


1. This is a valid complaint for the most part.
2. This isn't accurate. Accountants that are part of their accountant program have the ability to move large volumes of transactions at one time, for example from one GL account to another, one Class to another, etc. you can recategorize in the Vendor profile, etc. I find this to be significantly better than desktop. Night and day better.

I think your general assessment that the advantages of Online are more important to the end user are valid but that's kind of my point. This is an operational decision, not a tax one. I would prefer the CPA take that position rather than discourage a move altogether.

Good discussion.


I'm completely aware of the accountants version - I use it on about 30 clients currently. I know those tools - I am not saying it can't be done, but arguing that the desktop version's tools are easier and less clunky to use.

Also, I agree that the software is built for the end user and did not dispute that. I was only adding context as to why accountants prefer desktop over QBO.
LOYAL AG
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AG
gigemhilo said:

LOYAL AG said:

gigemhilo said:

LOYAL AG said:

aggiez03 said:

We still have QB Desktop but are on QB Plus or Advanced, can't remember. They call every year and ask us to upgrade to online, but our accountant says not to switch.

You can look at Freshbooks. I know a few small businesses that use that, but I don't know how it scales.

Look into Patriot software, pretty sure I heard them on AM radio, Michael Berry or someone like that...




Historically the Desktop tiers were named Plus, Premium and Enterprise. They are phasing out support for Plus and Premium so that by 2027 Enterprise will be the only version of Desktop that is still supported. At that point you're begging for problems if you stay on a lower version of that product. I don't know why your CPA doesn't want you to move to Online but I do know most of the CPA I interact with hate it. I've never been given a tangible reason other than complaints that add up to "it's new". I guess my point is you need to know why they want you to stay on a dying product and what's their plan for the future? .


I'll provide context to this. The reasons CPAs like Desktop over QBO has to do with 2 main issues:

1. Portability of data - the end user has complete control over the data and can back it up, transfer it, upload into other accounting resources, upload into tax software, etc. QBO made that basically impossible as the only way to get info out of QBO is through excel - unless of course you are trying to upload into another intuit product.

2. Tools to manipulate data. This one is a little harder to explain, but for those that have their hands in financial data all the time, it is so much easier to edit, categorize, change, etc data in desktop v online. Also online can be buggy when editing because of the data delay of the internet.

Those may seem small, but it's so much more than just "new v old", and the only reasons for limiting data transfer from their point of view is to push you to an intuit product.

Now, online does have its advantages - (AI driven imports, access from anywhere, integration with applets, etc - but those are end user driven advantages, not necessarily what CPAs are looking for in a product.

I would love it if I was able to import QBO into my accountants version of desktop - but for some reason they don't have that capability yet.


1. This is a valid complaint for the most part.
2. This isn't accurate. Accountants that are part of their accountant program have the ability to move large volumes of transactions at one time, for example from one GL account to another, one Class to another, etc. you can recategorize in the Vendor profile, etc. I find this to be significantly better than desktop. Night and day better.

I think your general assessment that the advantages of Online are more important to the end user are valid but that's kind of my point. This is an operational decision, not a tax one. I would prefer the CPA take that position rather than discourage a move altogether.

Good discussion.


I'm completely aware of the accountants version - I use it on about 30 clients currently. I know those tools - I am not saying it can't be done, but arguing that the desktop version's tools are easier and less clunky to use.

Also, I agree that the software is built for the end user and did not dispute that. I was only adding context as to why accountants prefer desktop over QBO.


That's fair. I think we're generally on the same page. I've been out of desktop entirely for several years so I'm more than willing to believe you know it better than remember it.
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