4 Signs You Need to Upgrade from QuickBooks

Signs You Need to Upgrade From QuickBooks

Are you trying to make QuickBooks work for you even though you’re outgrowing it? Here’s how to know when to let go.

You use QuickBooks because it’s the best there is for small businesses. You could customize reports and receive partial payment on invoices in your sleep, and you mastered the art of keeping inventory in balance a long time ago.

But your company is growing, or at least becoming more complex, and you’re starting to wonder how long QuickBooks is going to keep cheerfully chugging away for you.

It’s kind of a good news/bad news situation. You’re happy to be flourishing, but you dread the thought of moving to a new system.

4 of Many Warning Signs

Is this the end of the road for your relationship with QuickBooks? Here are four scenarios that indicate it might be so.

1. You’ve become an Excel power user – not by choice, but because QuickBooks’ built-in reports just aren’t providing the insight you need.

You keep telling yourself that that’s why QuickBooks exports report data to Excel. You were overwhelmed by all of the customization and filtering options when you first started using QuickBooks, but more often than not, you’re having to set up intricate spreadsheets to get the information you need.

QuickBooks and ExcelBut deep down, you know you’d rather have that kind of robust reporting in your accounting solution itself. You know you’re wasting time unnecessarily by wrestling with Excel.

2. You come back from business trips or even meetings across town with clients and spend way too much time getting up to speed on what’s happened in your absence.

“What’s the alternative?”, you say to yourself. You’ve tried staying current with phone calls and emails, but you still have so much catching up to do when you return to the office.

Worse, you notice competitors actually conducting business while they’re at a conference or trade show, setting up new accounts and drilling down into their records to access minutia about products or projects or the status of a job.

3. You’ve maxed out the usefulness of integrated solutions in Intuit’s App Center.

Signs You've Outgrown QuickBooksYou were quite satisfied in the past with Intuit’s integration capabilities, the options they gave you to stretch out in areas where QuickBooks fell a bit short. But your needs for extensibility have grown. You need better insight and more complex capabilities.

4. QuickBooks is just plain worn out.

You keep your company files in pristine condition, archive old data and conscientiously maintain internal controls. Your hardware is state-of-the-art. But QuickBooks keeps huffing and puffing – even tossing out strange error message sometimes.

These are only four possible scenarios; there are many. If you feel that you’re reaching the limit of what QuickBooks can do to meet your burgeoning business needs, talk to us.  We’ve helped countless small businesses move up to Sage Intacct to solve these problems and more, and we can help you, too.

Stock images courtesy of FreeDigitalPhotos.net

Still have questions? Contact us.

Trustantial is a full-service technology consulting firm focused on providing mid-market and enterprise customers with technology solutions that accelerate their business. We focus on industry leading cloud, ERP and CRM solution implementation and integration. Our strong business acumen and technology capabilities allow us to create long-term relationships with our clients.

Still have questions? Contact us.

Trustantial is a full-service technology consulting firm focused on providing mid-market and enterprise customers with technology solutions that accelerate their business. We focus on industry leading cloud, ERP and CRM solution implementation and integration. Our strong business acumen and technology capabilities allow us to create long-term relationships with our clients.