QuickBooks Desktop Premier vs. Tipalti

QuickBooks Desktop is an easy-to-use software with good services. Their invoicing, employment, and vendor sections are all wonderful. These sections allow efficient tracking and instant business summaries and reporting. However, the pricing for additional services and upgrades and lack of good customer service makes it a less attractive software for small businesses.

Incentivized

The invoice processing element is far, far easier than manually inputting invoices are we were doing previously. The OCR is not perfect, but having it scanned in and ready for review saves a lot of time. The approvals process is fast and effective, and approvers can approve directly from the email without having even to log into the system. The audit trail function allows the finance team to see exactly who has done what to each invoice, and when. Payments, however, are where we see the most benefit. Vendor bank details are stored securely and controls can be put in place to ensure that any changes to vendor data must be approved. Once fully approved, invoices can be scheduled for payment either on a particular date or on the invoice due date, which ensures vendors are paid on a 'Just In Time' basis. All invoices and payments sync seamlessly to our ERP each day.

• QuickBooks Premier is easy to use, yet flexible and powerful enough to handle some complicated accounting scenarios.
• QuickBooks Premier offers a wide array of canned reports. Custom reports can be easily created.
• QuickBooks Premier with Enhanced Payroll gives us the tools to handle complex payrolls with multiple variables.

Incentivized

• Support is phenomenal! Incredibly responsive, always have the answers, super knowledgeable and will assist in bringing resolution to various concerns, as well, providing not just support, but education as well!
• System is almost always working efficiently, very few incidents that slow me down.
• System is incredibly user friendly. I was able to learn it pretty quickly.

• I would like to be able to choose how i want to view accounts receivable aging. I would like some flexibility to sort and choose how to present the data.
• For a seasoned accountant, I would like to see some of the restrictive controls that are in place for novices to be able to be relaxed so that I can easily make some entries and adjust some balances that ordinarily a regular user would not be able to do.
• I would like to see an easy way to clear old outstanding checks that need to be reversed without affecting prior balances/history.

Incentivized

• In the PO matching queue, there is some clunkiness surrounding updating PO lines. For example, if you need to delete PO lines picked up from the invoice, you currently have to delete each line individually, instead of being able to select multiple and delete.
• Sometimes PO numbers do not properly pick up from the OCR system. For example, the OCR might pick up "PO 18535" instead of "18535". This causes the AP team to have to manually link the PO, creating an extra step.
• For PO-backed Invoices that require you to manually type in the PO amount, there is no option to save your inputs. If there are any changes to the match details (i.e. linking another PO, or unlinking a PO) all inputs are reset to blank.
• If there are non PO line items for an invoice that is in the PO matching queue, there is no option to select a separate department code for that line item.

Incentivized

Because we have been extremely happy with the product and our organization tends to be creatures of habit. We rarely leave a product that works this well for the latest and greatest. Typically we follow the "if it's not broken, don't fix it rule". While QB does make changes we typically just roll with it. If we do find something we don't like we work through it until we fully understand its functionality.

Incentivized

Solid system performance. Suits our needs and solution provider very inclined to accept feedback and involve users in developing the solution to serve both the provider and the ultimate user. Tipalti has streamlined our process that was previously very manual and prone to error. Now there is transparency of information and role.

Incentivized

We switched to a more "robust" software program with the hiring of a new CFO. The migration of historical data and ancillary information has been cumbersome and riddle with errors and issues. In hindsight much of what the new software program was touted to accomplish is not come to fruition. QB Desktop Premier was sufficient for the organization needs

Incentivized

The system is incredibly easy to use, with most tasks being completed in a small number of clicks. The user interface is very user intuitive and can be navigated very easily. Multiple payments can be made instantaneously and as the vendors manage their payable account we are able to ensure that payments are being sent to the right account. The advanced functionality for duplicate invoices ensures that we are not processing bills twice and we have found that in 100% of cases it has identified a duplicate bill.

Incentivized

This is very reliable software, the desktop version is fast. If there is a problem, it is most likely on your own hardware!

Incentivized

Tipalti has always been responsive to our questions and concerns.

It takes forever to load.

Incentivized

No issues here. Generally has been pretty fast.

This is where QuickBooks falls short. Many times my staff has had questions that have not been able to get resolved easily with a chat or call. I personally have had more general questions that have not been answered easily as well. I think QuickBooks needs to provide the resources of having readily accessible help in order to make it simpler to get solutions.

Incentivized

Since I also work in customer support, I often have to contact Tipalti's team with questions from our users. Tipalti's support team has always been exceptionally helpful and it was a pleasure to communicate with them. I have always received prompt responses to any inquiries and they are excellent at solving our customers' issues within a short time

Incentivized

Tipalti provides great How to online guide

It is important to do your research. There are tutorial videos online that could help new user of this accounting system. These tutorials are straightforward and easily understandable.

Incentivized

Implementation went smooth as we used and tested everything in the sandbox first

We've used QuickBooks Desktop Premier for many, many years. We've not reviewed any other accounting products internally - but have a handful of the customers that use Cyma (mentioned above). While I've never had occasion to functionally use Cyma, I have had to install and troubleshoot problems with it. Put simply... not impressed. I found installation a bit confusing, and once started up, I wasn't able to easily find anything I would have wanted to find - where conversely, QuickBooks Desktop Premier excels on both of these fronts.

Incentivized

Both of these products have treated us well and have their pros and cons. We do a lot of acquisitions though and they are just not friendly the more and more you go. Tipalti has been very helpful with the more we grow. Its a key part in integrating finances

Incentivized

They're getting better. Still room for improvement.

Incentivized

We were given the option of only one integration.

• Most of our business clients use QuickBooks which makes it efficient for us to work on clients that use the program. We can import QuickBooks data into our software which adds efficiencies to our tax practice.
• Having staff that are familiar with the software enables our firm to provide quality service to the clients that use QuickBooks.
• We receive referrals from satisfied QuickBooks clients.

Incentivized

• in my Corporate Controller capacity, I have total visibility of all invoices within the organization
• total staff time spent on the AP process will decrease easily 75% or more
• I have a small staff. Even during PTO of my staff member, I can do necessary AP items, start to finish, in minutes, 100% remotely

Incentivized