ApprovalMax vs. QuickBooks Desktop for Mac

As mentioned previously - able to send invoice based on amount , program code and division code ,supplier is very useful feature ; If an invoice does not fit into approval process than it is rejected and an email is received mentioning the reason

Incentivized

It is extremely well suited for smaller companies who are trying to manage things on their own without outsourcing too much. The program is easy to learn and doesn't require too much training time before it can be implemented. The online/cloud feature makes it even more accessible to our employees, so it's great. It would be hard for a large company to use it since it is geared towards smaller companies and the interface may become overwhelming with too many inputs/bills to manage.

Incentivized

• choice based on Program codes / division codes - we use Xero accounting system and we have 22 program codes and 11 divison codes ; once invoice is entered in Xero depending on relevant program code and divison code, Approval max automatically send invoice to relevant person depending on approval workflow process . One manager could be handling multiple divison and program codes; if our approval work flow process is properly designed - it is accurate in sending invoice to relevant manager.
• invoice can also send to various managers based on General ledger codes ; this flexibility makes useful when manager is handling only certain nature of expenses regardless of program codes / divisionl.
• Approval process can also be designed based on level of amount ; and level of amount is derived from our Delegation policy. it makes audit of application of delegation policy easy ; we give copy of delegation policy and print of approval work flow process to auditor.

Incentivized

• Reconciling my bank accounts is made easy by automated bank connections and rules for re-occurring transactions. I can also transfer between connected bank accounts making sure to not double up on transfers or payments.
• I love that I can access Quickbooks Desktop via a web browser, iOS, and the desktop app. I live in a mobile world so having the ability to crossover is vital.
• Payroll. One simple feature that allows me to track employee and employer taxes, make payments, and automate the entire process. All I have to do is hit approved and the rest is done for me. I love it!

Incentivized

• date and time of change in approval process ; for example if Mr. A was responsible for all expenses above $1000 in Oct 23 and from Nov 23 it is changed to $5000 . in Dec 23 if it is checked - it will show approval limit of $5000 ; but will not show from which date limit was changed. Auditor always asks this question when the limit was changed in approval max - we cannot prove it.
• If there is audit trail of who made the changes , when and what changes were made ; will be good.
• when we are in main page of seeing invoices awaiting approval - there are hundreds of invoices - searching for one invoice from particular supplier is very cumbersome job - we have to go by each and every invoice in order to find that invoice ; it will be good if we have search function on main page itself ; in current scenario we have to go to report section - input all filters and than search for that particular invoice.

Incentivized

• QB for Mac is not nearly as feature rich as the Windows Version
• QB for Mac has recently FORCED users to password protect all databases. They SHOULD allow a preference to disable rather than imposing their workflow on the end user. The PW is in my environment [and this step is] unnecessary and a cumbersome waste of time.
• Mac version can occasionally be a bit buggy

Incentivized

I haven't spent that much time with the newer versions of QuickBooks for Mac, but I think I'm seeing it make the much-needed improvements. For example, something as simple as undoing the previous reconciliation was a terrible chore, and I'm glad that feature has been included in the newer versions of QuickBooks for Mac

Incentivized

The Mac version is OK overall. I find the Windows versions to be much more robust but Mac is quite good for Mac users. Though I think die hard Mac users should consider QuickBooks Online instead as there is a new QB for Mac app that makes using QBO much better!

Incentivized

I've been using the QuickBooks online version for a little over 6 months now (upgraded from Mac desktop) and I haven't had any access issues. There have been times when it was down for service/upgrade however there is always plenty of notification time given by the Quick Books Online Support team. These upgrade maintenance time frames are always over night hours and on the weekends so everything can be worked around very easily.

Fortunately, I haven't had to reach out much for support.

Incentivized

Incentivized

I tried switching to QBO (QuickBooks Online) a couple of times. And in both cases it was disastrous. The software is buggy and the workflow is not at all like what I was used to in Desktop and so I felt like there was a brand new learning curve. You would think that they would make their online option as close to their Desktop option so that migrating customers would have an easy time. The worst part is that if you have inventory that you need to track, when you migrate from Desktop for Mac, it does NOT bring in your inventory accurately in any way. This was a dealbreaker for me. Be very careful about migrating if you track inventory. So for all the shortcomings of Desktop, I still prefer it over QBO.

Incentivized

• It has certainly made a positive impact ; it is definately worth its value ; when we are processing hundreds of invoices every fortnight ; getting approval of invoices in timely manner for all invoices is of paramount importance . as approval max has its own app - approval can be done on mobile phone also ; this is particularly helpful when staff is travelling .

Incentivized

• My private consulting practice slowed down when I chose to only support QuickBooks for Mac clients because there are far fewer QuickBooks for Mac clients than their are clients using other QuickBooks. I chose instead to focus on online accounting options, apps that integrate with online accounting options, and sustainability accounting as a tool for business success.

Incentivized