I have a client that feels limited by QuickBooks. One thing they need is more simultaneous users (10 isn't enough), the ability to back up the data while everyone is in the program and better performance.
I don't claim to know much about accounting software. So - what are some packages that are a step up from QuickBooks? And do they require much customization or can they be used "out of the box"?
Thanks in advance!
I think this is still relevant, even in 2023, so here is my crack at answering this :)
If your client is looking for a step up from QuickBooks, there are a few options that may fit their needs. Some popular alternatives include:
Xero - This cloud-based accounting software is similar to QuickBooks in terms of features and functionality, but it has a more modern user interface and allows for more simultaneous users. It also includes built-in data backup and recovery. Xero can be used "out of the box" with minimal customization.
Sage 50cloud - Formerly known as Sage Peachtree, Sage 50cloud is a more advanced accounting software that includes inventory management and job costing features. It also allows for more simultaneous users and includes automatic data backup. Sage 50cloud can be used "out of the box" with minimal customization.
Microsoft Dynamics GP - This is an enterprise-level accounting software that offers more advanced features such as project management and supply chain management. It is designed for larger businesses and can handle more simultaneous users and more complex workflows. It can also be customized to meet specific business needs.
NetSuite - This is an enterprise resource planning (ERP) software that includes accounting and financial management, but also includes inventory management, order management, e-commerce, and more. It can handle large amounts of data and many simultaneous users and can be customized to fit the unique needs of the business.
It's worth noting that these software options may require some customization and additional setup, and may also come with a higher price tag than QuickBooks. You should consult with your client, understand their requirements and preferences before making a decision.
Xero and Sage 50cloud are the most similar to QuickBooks in terms of features and functionality, and would likely be the easiest to transition to from QuickBooks. They both have similar user interfaces and similar features, such as invoicing, expenses, and financial reporting. Additionally, both Xero and Sage 50cloud offer import tools that allow you to easily transfer your data from QuickBooks, making the transition process smoother.
That being said, Microsoft Dynamics GP and NetSuite are more advanced and robust systems and may require more effort to setup, but they are designed for larger and more complex businesses. They also may require more customization to meet the specific needs of the business and may require additional training for users to become proficient in using the system.
Overall, Xero and Sage 50cloud are the most similar to QuickBooks and will likely be the easiest to transition to. It's also important to have a clear understanding of the client's current and future needs, as well as budget, as you make your selection.
There are many. Great Plains, Solomon, and others. Be prepared to throw several tens of thousands of dollars at the project.
Not even QB is usable "out of the box." Expect to either send a staff member to an exotic locale for training or have a mentor visit your shop.
None allow backups concurrent with data entry (nor does American Airlines reservation system, Social Security, or virtually any other program).
QB is almost unique in its methodologies. Other, high end, systems are sticklers for GAAP (Generally Accepted Accounting Practice) and, for example, do not permit changes to already-entered transactions. Instead, these other programs require a new transaction to correct the values on the one requiring change.
Generally, faster hardware is cheaper than faster programs and modest changes in company policy are cheaper still (you may be doing unnecessary work).
There are times when the term invest is much more appropriate.
Most QB end users would benefit from a "mentor", visit but most lack the mind set.
It is the end user that determines if GAAP is adhered to, not the software they use.
Gary,
Not sure if you have looked at Creative Solutions or not, but their accouting and Tax software are made to handle larger volume clients. You can check them out at:
www.creativesoluti> I have a client that feels limited by QuickBooks. One thing they need is
Let me bring the power of hindsight to this convo, as I am reading it in 2023
Great Plains and Solomon were both popular accounting software packages that were acquired by Microsoft and were marketed as upgrades to QuickBooks, but they are no longer actively sold or developed.
Microsoft Dynamics GP (formerly Great Plains) is still available and supported, but it is now considered an enterprise-level accounting software, rather than an upgrade to QuickBooks. It is designed for larger businesses and can handle more simultaneous users and more complex workflows. It can also be customized to meet specific business needs.
Solomon, on the other hand, has been retired by Microsoft, and it is no longer available for purchase or supported by the company. Microsoft recommends its customers to consider other options such as Dynamics GP or Dynamics 365 Finance.
It's worth noting that even though Great Plains and Solomon are not actively developed or sold anymore, companies that have implemented these software may still be using them. However, they may lack new features, support and updates.
It's important to evaluate the specific needs and requirements of the client, and to consider both the current and future needs of the business before selecting an upgrade option.
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