QuickBooks Online, The Camille Epiphany Part 3: QuickBooks Desktop looks old

QuickBooks Online, The Camille Epiphany Part 3: QuickBooks Desktop looks old

This is part 3 of 3 in a series by Woody Adams. You can find Part 1 here and Part 2 here

“QuickBooks Desktop looks old”… Let me end this series with a story that happened to me recently. I set aside 30 minutes to help a sales agent on our team overcome the Open Windows objection, as she sells the current 5 for $25 deal to accountant firms. You know, where you can get 5 QuickBooks Online Plus subs in your QuickBooks Online under wholesale billing for $5 each? Killer deal…Let’s call her “Camille”. Camille recently joined Intuit right out of college, a young millennial, a bright and shining example of the type of person you are wanting to hire or take on as a client.

She wanted to know more about what an accountant means when they complain about QuickBooks Online and how QuickBooks Desktop is so much easier to work in from a workflow standpoint, because of the Open Window list. I showed her in my QBA 2017, opened up a few reports, the register, a check etc, and the Open Windows list. Immediately she realized a benefit of this ole desktop approach. It was quite eye opening to her and she admitted easily that it did look easier in terms of UI, workflow, toggling quickly between windows. I showed her some browser tips in QuickBooks Online, and we both agreed it is not the same thing. Even the multiple tabs felt chunky and took time to get setup etc…Camille could understand the argument. It is not a winnable debate from the QuickBooks Online workaround viewpoint. Then I told her it didn’t matter and was not a battle worth winning…Her gut reaction to my take confirmed the Why…

QuickBooks desktop looks old.

 

“Camille, what does QuickBooks Desktop look like to you?”

“Old”.

“Exactly. Anything else?”

“I do like the visual open windows and how easy it is to flip back and forth but I wouldn’t ever install such an old application. I mean, QuickBooks desktop looks old…”

I then tell Camille a story of a firm transferring files back and forth with their clients, never having the most current data, or even the correct data, hosting fees, all to support the ability to use the Open Windows feature.

“Oh, well, yeah, I am never using QuickBooks Desktop, I mean it is just really old.”

Quickbooks desktop looks… old

Now I am paraphrasing “Camille’s” thoughts as we sat together at my desk that day, looking at QuickBooks Desktop, then doing the similar work in QuickBooks Online, and even launching the QuickBooks Online Windows app, which she admitted would bridge the gap for someone really struggling with moving to QuickBooks Online. It was some of the better 30 minutes I have spent in my 12 years at Intuit. Why?

“Camille” to me represents consumer progress, the younger generation that will soon take over the market, whether that market be firm employees or firm clients. You cannot take QuickBooks Desktop to them as a viable option, particularly if the client is going to be in the books. You are going to want to be in there with them, collaborating with them in real time, and they are not going to want to send you any file or version of their file. They will want you to login beside them. They will want you to teach them how to automate data entry, how to quickly get to critical data and have you advise them on it. Daily, in the moment. If you are willing to sacrifice all that progress for Open Windows, who are you really solving for? And the said in school I could never end anything with a rhetorical question. Ha!

This is a guest post, authored by friend and QBOShow.com co-host, Woody Adams.

QuickBooks Online, The Camille Epiphany Part 2: Open Windows List

QuickBooks Online, The Camille Epiphany Part 2: Open Windows List

This is part 2 of 3 in a series by Woody Adams. You can find Part 1 here

As an Intuit product specialist for the Accountant segment, I get to spend time supporting sales agents and account managers as they work with their customers (accounting firms) and their clients. For the most part, most firms are opening the door and shifting their client base from a desktop platform like QuickBooks Pro to QuickBooks Online Plus. There are some reasons that are perfectly valid to ignore the knocking on the front door. Maybe it is not a good fit for yet, due to finances, consistent internet activity, fear of change, lack of perceived urgency to adopt latest technology, feature set, etc. There are many reasons like this that I totally understand; concerns with which I can empathize.

However, there is one push back from firms adopting QuickBooks Online: it doesn’t have the open windows list like in QuickBooks Desktop. Well, there is a QuickBooks Online utility app you can download on windows or mac machines that renders QuickBooks Online more relatable to long time desktop QB users. And we have the browser tips oft discussed in webinars and trainings to show accountants that they can indeed have a P&L, a Balance Sheet, and other forms or windows open in multiple tabs. It works well, but is not the same thing as the good ole QuickBooks Desktop Open Windows list.

QBDT Open Windows List

These things aren’t going anywhere

 

Open Windows list isn’t QuickBooks Online. That’s a desktop thing.

 

Instead of the open windows list, we can use browser tabs. And move them around, on any monitor.

You can put these bad boys any place!

 

So I just do not fight that complaint anymore. I don’t put the gloves on and duke it out with some tips and tricks. I demo the QuickBooks Online Windows app, but would never actually use it myself. Why? I grew up on QuickBooks Desktop but also on QuickBooks Online, and when on QuickBooks Online, I am in a browser, mainly Chrome or Firefox.

I will Right click/Duplicate tabs when needed, move a tab to a 2nd monitor if I need a split view, or Tile the tabs vertically when on one screen. Like Stacy, to me, the point of using QuickBooks Online is so that I don’t have to install local apps. But even this does not matter. I am not using QuickBooks Online because of the open windows list. I am using it because QuickBooks Online offers me the best platform for the following WAY MORE CRITICAL business life stuff:

  1. No file transfer
  2. No QuickBooks Desktop versioning or installation of a desktop application
  3. No expensive IT structure
  4. Better real time collaboration with clients
  5. Automatic connection to bank and credit card feeds
  6. Automatic sync to apps that pull in feeds from other vendor sources with attachments, transactions auto created in QuickBooks Online.
  7. Auto-sending of reports
  8. Auto sending of transactions
  9. Auto-creation of invoices from unbilled activity
  10. Better collaboration within the firm
  11. Ability to hire better talent that will think desktop installed solutions unacceptable, unimaginable…
  12. One client list inside of QuickBooks Online
  13. New features and functionality in product without installing maintenance releases
  14. Access data from any device
  15. No re-entry of data after the day is done and I been out on road working with customers
  16. More time back to spend with family

I am sure there are more.

So I give you your victory regarding QuickBooks Desktop Open windows list. Congrats. Cling to it as long as you can. But how sustainable is your stance? How do you encourage an employee natively powered for the cloud to adopt your QuickBooks Desktop client collaboration process of transferring files back and forth? Or explain the benefit of using the accountant’s copy process? They will just think you are out of touch and apply to a firm down the street that is better adapted.

The desktop platform is not relatable to employees that are embracing technology. These demographic – regardless of their age –  is fast becoming your clients and employee base. Is not being able to do a bank feed from an iPhone while on the road so much more viable than having an open windows list in one screen on a computer in an office? Your answer to that question is critical to your own sustainability as a sought after accounting practice. Are you in retirement mode or growth mode? Retirement = QuickBooks Desktop, Growth = QuickBooks Online…

Stay tuned for Part 3: It looks really old

This is a guest post, authored by friend and QBOShow.com co-host, Woody Adams.
QuickBooks Online, The Camille Epiphany Part 1: Bank feeds in QuickBooks Online are superior to QuickBooks Desktop

QuickBooks Online, The Camille Epiphany Part 1: Bank feeds in QuickBooks Online are superior to QuickBooks Desktop

“Let them win the QuickBooks Desktop open windows argument, mostly cause it doesn’t matter. Even they know that.”
                                                                                            -Clayton Adams III

Less and less do I hear this refrain, because I am somewhat removed from the phones; yet I know the argument still rages on in sales calls. “QuickBooks Desktop just is better at workflow…QuickBooks Online takes me 15 minutes longer to do the same task…I cannot have multiple windows open like I can in QuickBooks Desktop…Reporting sucks vs. QuickBooks Desktop”…and such. The last complaint is mostly in relation to open windows, “…like in QuickBooks Desktop”.

Core reporting is essentially the same between the two platforms, I mean the main 3 reports accountants run: namely the Balance Sheet, P&L and Trial Balance. I know there are a few gaps remaining in terms of extra header lines, footer on every report page, and date range formation flexibility, etc… but mostly, QuickBooks Online is on par with QuickBooks Desktop where it matters. Even feature set-wise, QuickBooks Online is practically a price-level away from QuickBooks Pro.

What really is the continuing negative noise about?

Tis more of a tired, dwindling tune…

Bank feeds in QuickBooks Online are superior to QuickBooks Desktop.

 

Bank rule function, direct connection, batch accept to register, batch modify, batch undo and delete – these are all online banking features that QuickBooks Desktop either does not have or does in a way that just cannot compare to QuickBooks Online feeds. Add to this the fact that with QuickBooks Online, it can all be done on mobile. Bank feeds in QuickBooks Online are superior to QuickBooks Desktop.

This is what the bank feed feature looks like in QuickBooks Desktop:

QBDT Bank Feed

 

This is what the bank feed feature looks like in QuickBooks Online:

QBO Bank Feed

 

If automation of data entry is at the doorstep, then QuickBooks Desktop is a-slipping out through the back. Yet, there are many desktop champions still clinging to this old solution, and it is not because QuickBooks Premier supports sales orders. Heavy inventory and job costing requirements are seldom needed across a firm’s client base – at least not the firms with whom I’m talking to. If this were not the case, then why do so many of their clients use Pro?

Exactly… robust feature set is not the reason for the QuickBooks Online criticism or pushback on sales calls. These diehards just like the way the windows open in QuickBooks Desktop vs QuickBooks Online. It’s ok. It is cool how open windows work in QuickBooks Desktop. Genius. A genius whose impact and effectiveness is waning against a more important story: Automation of data entry and real time results. Who cares about open windows if you no longer need to enter data, or can set up the data to enter with minimal involvement? Uh, that question was rhetorical. Have I mentioned yet that bank feeds in QuickBooks Online are superior to QuickBooks Desktop?

Check out Part 2: Open Windows List

This is a guest post, authored by friend and QBOShow.com co-host, Woody Adams.

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