QuickBooks Self-Employed (discontinued) vs. Sage 300

QuickBooks is a great tool for new SoleTraders that need basic accounting software and require digital invoicing for their clients to send via email and access key features via a mobile app on the go. QuickBooks is a straightforward tool to use with a simple design and learning curve for business owners that are not very tech-savvy. For businesses that operate on a larger scale and need to provide access to other users on their team, QuickBooks is limited. This type of business may also require more insights into the business outside of accounting, and QuickBooks won't be able to supply insights outside of that.

Incentivized

I believe that Sage 300 ERP is appropriate for a wide variety of companies looking for a system to maintain information in a concise manner. The level of complexity with which it is used is determined by the user group. Therefore, this product is great for companies that are just starting to grow right through to more mature companies looking for detailed data and analytics from their systems.

• Tracking expenses is as simple as swiping left and right, it couldn't be easier.
• Running invoices through QuickBooks is simple and effective.
• Allowing clients to pay by card or check allows you to get paid faster and give the clients multiple ways of paying invoices, which helps everyone.
• Automatically tracking estimated quarterly taxes is very helpful and it keeps it top-of mind for each month.

Incentivized

• The installation directions are clear and easy to follow.
• The ability to import and export data is also easy allowing you to perform mundane tasks easily and efficiently.
• The security features allow you to fine tune the permissions for the end users so that they cannot see data that you do not want them privy to.

Incentivized

• There are a number of unnecessary and ongoing prompts to do small tasks, like creating a rule for certain transactions. I could do without those.
• There are also occasional glitches with bank setup that produce duplicate transactions which can be a pain to deal with. I also haven't been able to find a way to effectively edit transactions.
• I also wish that QBSE integrated with software like Freshbooks, Tripit and Expensify.

• Although I do like the Bank Reconciliation module, I wish it was a bit more advanced and less clunky. Some transactions cannot be reversed and the module seems slower than others.
• When using copy and paste on all modules, sometimes I receive an error message and the program closes.

It is a solid stable product with a large user community and large ISV community. Support and Training are easy to access and obtain and there is larger reseller channel to ensure the firm you work with is honest. It is scalable and there are multiple deployment and payment options.

I have been using this software for several years now and it has always put out my data in beautiful generated reports that I can use for verification purposes with my financial institute and the IRS. It has all the tools I need to run my business without loosing track of anything

Incentivized

Sage 300cloud is intuitive and user friendly after some training. It does require implementation and training but once that's done, this software is easy to use and navigate. Support for Sage 300cloud is spot on and offers assistance over the simplest to [the] most complex of tasks. Finding information or learning new tasks within Sage 300cloud is relatively easy and educational.

Incentivized

I have never faced any difficulties that required me to contact QuickBooks customer service. QuickBooks has plenty of online tutorials, blog posts, and helpful tips and advice for almost any issues you may face using the desktop or app version of the software. Even if you can not find the right answer on the QuickBooks webpages, there are loads of YouTube videos from experts.

Incentivized

Support for Sage 300cloud is similar to Sage support. Depending on which channel you get to and which Specialist you get, the Support can be spot on and rapid. However, there can be wait times and [occasionally], new functionality isn't always well supported. Support documentation is great and [easily] accessible. Additionally, Support Consultants are great resources when it comes to learning and troubleshooting Sage 300cloud.

Incentivized

To be honest, I haven't shopped around for a bookkeeping package. I've been using TurboTax for well over a decade, and adding on QuickBooks Self-Employed (once I made the switch to freelancing) was a no-brainer. I probably could have used the program to help me keep track of employee expenses as I was working for others in the past.

Incentivized

Sage 300cloud is a great cloud/web based option when stacked against Sage 300 and Sage 100 Contractor. These other two systems are on premise and require licenses to access. Sage 300cloud can be accessed from any web page and is a pay as you go model. Oracle JD Edwards EnterpriseOne and Oracle JD Edwards World are better for larger organizations that are heavy into Service and Work Order Management.

Incentivized

• A positive impact on my business is, of course, keeping track of income and expenses, and approximate quarterly taxes. QuickBooks is a little better at this than Quicken, I think.
• By using QuickBooks (and Quicken) it saves me having to spend money on an accountant. (At least up to this point.)
• However, the time I spend on daily or weekly entries takes billable time away from other things.

Incentivized

• Hard to say - Accpac (in one form or another) is all we have ever used, thus there is no real comparison to make to show impact vs another application.
• Sage 300 ERP is the backbone of our organization - efficiently dealing with payroll and budgets in excess of 30 million dollars per year.

Incentivized