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5 Things to Remember When Looking at QuickBooks

QuickBooks is the most popular accounting software on the planet, with an impressive 75 percent global market share. Designed for novices, the platform's intuitive interface makes bookkeeping a breeze — complete with tutorials, automation, and unparalleled technical support. Under the hood, however, QuickBooks also delivers a host of powerful features for heavy users with very demanding business needs.

Before committing to QuickBooks (or any accounting software), there are a few things you should keep in mind. Below are five of the most important questions you should ask before taking the plunge:

1.  What Are My Company’s Accounting Needs?

Answering this will help you determine which edition of QuickBooks your business should buy — Pro, Premier, or Enterprise. If you’re unsure which edition is most appropriate, you can try QuickBooks’ free online 30-day trial.  Intuit also offers a feature selection tool to help you choose the most suitable edition for your needs.   

2.  Do I Absolutely Need the Latest Version of QuickBooks?

Not surprisingly, Intuit encourages users to purchase the latest version of its flagship product (regardless of the edition you select). If you plan on integrating your accounting platform with third-party plug-ins, having the most up-to-date version is ideal. 

For very general bookkeeping needs, you can sometimes get away with older versions of QuickBooks (available at a discount on sites such as eBay or Craigslist).

3.  Do I Need to Install Additional Memory (RAM) to Run QuickBooks?

It depends on which version of QuickBooks you are running: 

Several online versions of QuickBooks also exist. If you pursue this route, Internet connection speed becomes the most important "processing" limitation.

4.  Will QuickBooks Work on My Mac or Linux?

No matter what operating system your company uses, QuickBooks has you covered. The desktop interface is slightly different as you move from PC to Mac to Linux, but most of the core features are identical.

However, if you’re a power user, even small differences can be important. So before committing to the platform, contact Intuit's customer service to make sure that your specific needs are supported. Alternatively, stick with the online version.  Operating systems become irrelevant when handling all of your accounting tasks using a Web browser.

5.  Will QuickBooks Cooperate with My Existing Tools?

If you already have a CRM platform or payment-processing provider that you love, it is important that these tools are compatible with QuickBooks. Fortunately, integration is usually straightforward since most third-party developers create their software with QuickBooks in mind.

At BluePay, for example, we offer a number of different payment modules that were specifically created for various editions of QuickBooks’ accounting software, including:

However, third-party integration is not 100 percent guaranteed in all cases.  Contact relevant support teams to ensure that QuickBooks and your preferred tools are interoperable.

Other Things to Remember When Looking at QuickBooks

Every business has slightly different needs, so it is impossible to create a comprehensive list of all potential contingencies. However, QuickBooks is flexible and customizable enough to handle the vast majority of accounting tasks. And if you ever get stuck, there are countless official and unofficial resources to help you troubleshoot whatever hurdles you might face.

If you have questions specific to BluePay and QuickBooks integration, contact our payment support team today.

Topics: Software and Payment Integration, Small Business Tips

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