QuickBooks Online vs Desktop which one do I choose?

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  • Опубліковано 20 жов 2024

КОМЕНТАРІ • 76

  • @kandijohnson3852
    @kandijohnson3852 2 роки тому +2

    I have my own bookkeeping business, graduated from BBL, and certified Pro-Advisor for QBO. Recently I gained about 15 clients in QBDT from a local CPA, and Qbox with them. I didn't work in QBDT before, but now find that I like QBDT much better than QBO. While I won't tell my clients who purchase their own QBO subscription that I can't work with them anymore, I'm considering keeping the majority of my business in QBDT. Your thoughts?

    • @CandusKampfer
      @CandusKampfer  2 роки тому

      Hi Kandi,
      It's definitely best to stick with what works for you. Online and Desktop do offer different options but in the end, it's a user preference.
      Congratulations on your new clients!
      ~Kindra/Team Candus
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  • @angelashockley456
    @angelashockley456 3 роки тому +1

    Thank you for the video, very helpful. Desktop will definitely be for me. I will be checking out more of your videos. I use desktop at work but was not sure if online would be a better fit for my husband's business.

    • @CandusKampfer
      @CandusKampfer  3 роки тому

      Hi Angela,
      I'm happy the video was helpful. 🤗
      Have an amazing day!
      McKenzie ~ Team Candus
      P.S. We’d love to connect with you find us on ↓
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  • @alyssabohack6656
    @alyssabohack6656 2 роки тому

    Hi Candus! I'm an office manager for a very small, family-owned service plumber in Vermont! We've used the same software for scheduling, receivables, payables, everything since 1990!! It is SO time to make a change and I'm not sure if we need the desktop features or if the online essentials is the right choice for us. Hoping your video here will help clear that up!

    • @CandusKampfer
      @CandusKampfer  2 роки тому +1

      Thanks for sharing Alyssa!
      We hope the video helped you🙂
      Have an amazing day!
      Elaine -Team Candus
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  • @jennifersanchez4520
    @jennifersanchez4520 2 роки тому

    I was originally going for online but after your explanation I think desktop is more of a fit. Thanks for this!

    • @CandusKampfer
      @CandusKampfer  2 роки тому

      Hi Jennifer,
      You're very welcome. I'm so glad this helped you.
      If you're looking for more QuickBooks training, I'd recommend joining us on our next workshop.
      You can save your seat here: canduskampfer.com/workshop
      Have a great day!
      Ireland
      Team Candus
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  • @johnfoti4933
    @johnfoti4933 3 роки тому +1

    New GM at a small business who is using online, but I am thinking of switching them over to enterprise or desktop. 3-5 employees needing logins

  • @paulaward9706
    @paulaward9706 2 роки тому +1

    I'm a new user and will be using the On-Line version, as my CPA suggested.

    • @CandusKampfer
      @CandusKampfer  2 роки тому

      Hi Paula,
      I'll make sure your question is added to Candus' list of future Tips & Tricks ideas.
      If you'd like to make sure you get our weekly tips, you can join here: canduskampfer.com/weeklytips
      Have an amazing day🙂
      Elaine
      Team Candus
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  • @nancywoo1762
    @nancywoo1762 2 роки тому +1

    great overview. I have used desktop for quite some time, but need to upgrade. Have multiple companies and in the end I think I will end up using both online and desktop. One or two of the companies I work with would probably benefit from the accessibility of the online format, whereas the desktop seems to have more flexibility for what I want to do.

  • @anthonyengel4278
    @anthonyengel4278 3 роки тому +1

    Superb. Candus is very thorough here on the differences between desktop and online. We've been using desktop for several years and then ran into the dreaded 14,500 max record limit which will stop QB desktop in its tracks. After painfully using a 3rd party app to regain space by archiving inactive customer records, we're getting ready to convert to QB online.

    • @CandusKampfer
      @CandusKampfer  3 роки тому

      Anthony if you like desktop you might consider enterprise...? quickbooks.intuit.com/learn-support/en-us/manage-lists/maximum-number-of-list-entries-list-limits-and-custom-fields/00/202673

    • @CandusKampfer
      @CandusKampfer  3 роки тому

      It might be another option to consider. Let us know what you decide.

    • @CandusKampfer
      @CandusKampfer  3 роки тому

      Yay! Glad this video helped you, Anthony 😊
      Have an amazing day!
      Elaine -Team Candus
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  • @viperbite8930
    @viperbite8930 3 роки тому +1

    Great overview- just what i was looking for. I have 2 LLCs and got a bit of sticker shock when I went in to set up the second LLC in simple start, 600 / year in year 2

    • @CandusKampfer
      @CandusKampfer  3 роки тому

      Hi,
      Intuit will be redoing their pricing in July. Here is a link for 50% off on the first 12 months for new accounts.
      canduskampfer.com/qbo
      Have a great day and thank you for being a part of our community.
      McKenzie
      Team Candus
      P.S. We’d love to connect with you! Find us on ↓
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  • @trishthorne914
    @trishthorne914 3 роки тому

    Thank you Candace. I'm a Mac user, and currently use Quickbooks Desktop for Mac 2019. I've been using a Mac desktop version since 2012. I'm a small business owner and don't have a lot of requirements (mostly tracking expenses, income and running payroll), so I am considering moving to Online, primarily because of the ability to scan receipts and use OCR technology. None of the OCR Apps (DEXT Prepare/ReceiptBank, Neat, etc) seem to be compatible with QB Desktop for Mac.).

    • @CandusKampfer
      @CandusKampfer  3 роки тому

      Thank you for sharing!
      Glad that we helped you
      Have an amazing day,
      Ednalyn ~ Team Candus
      P.S. We’d love to connect with you find us at ↓
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  • @NorcalKarters
    @NorcalKarters 3 роки тому +1

    Good content. My only suggestion is to work on sound levels. I had to turn up to 75, other videos I'm around 25-30.

    • @CandusKampfer
      @CandusKampfer  3 роки тому +1

      Thank you for watching, Norcal Karters 🙂
      We will note your feedback.
      Have an amazing day!
      Elaine - Team Candus
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  • @kathyheinzel5588
    @kathyheinzel5588 3 роки тому +2

    I appreciated your video, thank you for a wonderful and clear presentation. I decided to go with the desktop version. I owned a business years ago and it's what best suits me. I went onto Costco website and the "desktop" version is subscription based. What is that about? What is the difference if you are paying an annual subscription or online version (cloud) or subscription? Please help me understand. What happened to downloading and having it in your harddrive? It has been 10 years since I have used quickbooks.

    • @CandusKampfer
      @CandusKampfer  3 роки тому

      Hi Kathy,
      This is actually a great question! QuickBooks Intuit changed the pricing model. We will have a video with all of the details soon.
      McKenzie
      Team Candus
      P.S. We’d love to connect with you! Find us on ↓
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  • @yvonnejostes9592
    @yvonnejostes9592 3 роки тому +1

    Thank you for clarifying, very helpful. I don't want to loose my previous info if I choose to stop using QB. Plus I don't want to have to name every gas station name to use bank feed. So I'll be staying with desktop pro as long as intuit keeps it available.

    • @CandusKampfer
      @CandusKampfer  3 роки тому

      Yay! Glad it helped you Yvonne.
      Have an amazing day 😊
      Elaine - Team Candus
      P.S. If you would like to follow her, click the links below ↓
      *Facebook:* facebook.com/CandusKampfer/
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    • @nikolasaustin916
      @nikolasaustin916 3 роки тому

      Instablaster

  • @doyouluvit
    @doyouluvit 2 роки тому +1

    great video....hard to turn volume way up tho

    • @CandusKampfer
      @CandusKampfer  2 роки тому +1

      Hi Jason,
      I'm glad you enjoyed the video. We'll look into the sound quality on this one. Thanks for letting us know!
      Have a great day!
      Kindra ~ Team Candus
      P.S. We’d love to connect with you! Find us on ↓
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  • @lindamoss3082
    @lindamoss3082 2 роки тому +1

    Hello, I have been using QB Desktop for over 20 years. I have tried the QBO and I do like some of the features. The feature I am use to the most is memorized transactions for Desktop. I use my accounting software as a CRM as well, which is probably not the right thing to do, but I do. I work for a pest control company and use the memorized transactions every day. I have it side by side with my customers. It seems in QBO, I can’t do that. So since I really need to see it all the time, I am not sure if I want to switch. I like the way the invoices look, and the features, but I really need to have the memorized transactions front and center. Is there a way to do that and I just didn’t figure it out? Enjoyed your video, but still on the fence lol.

    • @CandusKampfer
      @CandusKampfer  2 роки тому

      Hi Linda,
      You can make them “recurring” or to save time you can “copy” the invoice from the customer center.
      If you would like to learn more about QuickBooks, we are hosting special workshops. You can add your contact information here:
      canduskampfer.com/training
      Have a great day!
      Ireland
      Team Candus
      P.S. We’d love to connect with you! Find us on ↓
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  • @georgiasciacca2448
    @georgiasciacca2448 4 роки тому +3

    I prefer QB Desktop Accountant version.

  • @shekhapatel7523
    @shekhapatel7523 2 роки тому

    What do your recommend for a dental office? Two different LLCs one for the practice and one for the building. Thank you!

    • @CandusKampfer
      @CandusKampfer  2 роки тому

      Hi Shekha,
      I'll make sure your question is added to Candus' list of future Tips & Tricks ideas.
      If you'd like to make sure you get our weekly tips, you can join here: canduskampfer.com/weeklytips
      Have a great day!
      Elaine
      Team Candus
      P.S. We’d love to connect with you! Find us on ↓
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  • @amarsawra8234
    @amarsawra8234 2 роки тому +1

    Nice tutorial

    • @CandusKampfer
      @CandusKampfer  2 роки тому

      Thank you, Amar 🙂
      Have an amazing day!
      Elaine -Team Candus
      P.S. We’d love to connect with you! Find us on ↓
      Instagram: instagram.com/candus.kampfer
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  • @chrisaustin1120
    @chrisaustin1120 2 роки тому

    Thanks for this information. I've been using quickbooks desktop for 10 years, my accountant recommended to switch over to online, so that we may more easily collaborate on the books throughout the year. I started tinkering around. One thing that has driven me crazy already is the inability to copy and paste a line when creating an invoice. Is there a way to do this or do all lines on the invoice need to be entered manually?

    • @CandusKampfer
      @CandusKampfer  2 роки тому

      Hi Chris,
      I'll make sure your question is added to Candus' list of future Tips & Tricks ideas.
      If you'd like to make sure you get our weekly tips, you can join here: canduskampfer.com/weeklytips
      Have an amazing day🙂
      Elaine
      Team Candus
      P.S. We’d love to connect with you! Find us on ↓
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  • @stephenhickman3333
    @stephenhickman3333 2 роки тому

    Candus, what about QB for MAC Desktop?

    • @CandusKampfer
      @CandusKampfer  2 роки тому

      Hi Stephen,
      We don't specialize in the Mac version of QuickBooks. So, I wouldn't be able to give you an accurate recommendation of what you would need.
      Ireland
      Team Candus

  • @ghassankhanfar792
    @ghassankhanfar792 2 роки тому

    For desktop software can i install it on a server and creat multiple user on multiple computer for the accountant

    • @CandusKampfer
      @CandusKampfer  2 роки тому

      Hi Ghassan,
      I'll make sure your question is added to Candus' list of future Tips & Tricks ideas.
      If you'd like to make sure you get our weekly tips, you can join here: canduskampfer.com/weeklytips
      Have a great day 🙂
      Elaine
      Team Candus
      P.S. We’d love to connect with you! Find us on ↓
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  • @SuperMo00
    @SuperMo00 3 роки тому

    Hi,
    thanks for your video.
    I understand the choice of preferences on how to choose, but what about the functionality?
    I am providing services and products and I am not sure which option is the best in terms of functionality.
    The most important elements for me are cost tracking for different projects, to make sure that I have a proper P&L on each project.
    And how deep can it go in tracking the costs?
    I like the cloud option, but I am not sure that it will give all these.

    • @CandusKampfer
      @CandusKampfer  3 роки тому

      Hi Mohammed,
      I added your question to our list. Candus uses questions that are submitted to create new QuickBooks tips each month. Please join the weekly tips and tricks to be notified when your question is answered. *canduskampfer.com/tips*
      Have an amazing day!
      Elaine -Team Candus
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  • @steadfastselectionsrenee5869
    @steadfastselectionsrenee5869 2 роки тому

    Do you have any discounts on the desktop versions? Thank you.

    • @CandusKampfer
      @CandusKampfer  2 роки тому

      Hi Renee,
      We do not have any discounts for QuickBooks desktop, unfortunately.
      Ireland
      Team Candus

  • @AKRB10
    @AKRB10 3 роки тому

    Hi,
    Thanks for the information.
    How does the payroll work on QB desktop? Will it calculate tax deductions by itself and once we do the payroll what I am assuming is we would have to cut a check and pay the employee?

    • @CandusKampfer
      @CandusKampfer  3 роки тому +1

      Body & Soul Works,
      You can set up enhanced payroll for an additional fee and it will help you with calculating taxes and your Qtrly and Year End forms.
      You can print a payroll check or direct deposit.
      Have a great day!
      Candus

  • @barbbaechtel2878
    @barbbaechtel2878 3 роки тому

    I just bought an Inn! I have no clue what I'm doing. I have 8 rental rooms, two types of rooms, and we rent golf carts. There will be expansion. I need help. I don't want to feel over my head anymore.

    • @CandusKampfer
      @CandusKampfer  3 роки тому

      Hi Barb,
      What is it exactly that you'd like us to help you with?
      You can send in your question
      Have an amazing day,
      Ednalyn ~ Team Candus
      P.S. We’d love to connect with you find us at ↓
      Instagram: instagram.com/candus.kampfer
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  • @scottm8212
    @scottm8212 3 роки тому

    Which year of desktop pro do you recommend? I’m seeing a lot of bad reviews for the 2021 version

    • @CandusKampfer
      @CandusKampfer  3 роки тому

      Hi Scott,
      I added your question to our list. Candus uses the list to create new QuickBooks tips each month. Please join the weekly tips and tricks to be notified when your question is answered. *canduskampfer.com/tips*
      Have an amazing day 😊
      Elaine -Team Candus
      P.S. If you would like to follow her, click the links below ↓
      *Instagram:* instagram.com/candus.kampfer
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  • @hannahwhitlow4852
    @hannahwhitlow4852 2 роки тому

    I do

  • @extrakartparts
    @extrakartparts 3 роки тому +1

    I'm watching this video because I research everything before making a decision. To the point of being static.

    • @CandusKampfer
      @CandusKampfer  3 роки тому +1

      Jason, what did you decide?

    • @extrakartparts
      @extrakartparts 3 роки тому

      @@CandusKampfer I used your aff link for a free qbo trial. kicking it around

  • @TimelessTunesRewind
    @TimelessTunesRewind 4 роки тому

    I missed around with online and it to me is not as user friendly as the desktop. I am looking to purchase a desktop version but confused as to which one is best for a bookkeeping business. pro vs premier vs enterprise?? I don't want to offer payroll services. Which one is best?

    • @CandusKampfer
      @CandusKampfer  4 роки тому

      Gina, You may consider the Accountants edition. You can toggle to the other versions inside.
      It won’t have the enterprise, yet most businesses don’t need enterprise.

    • @TimelessTunesRewind
      @TimelessTunesRewind 4 роки тому

      @@CandusKampfer so in the desktop you can toggle between versions if I get the accountant version? Does a basic bookkeeper need an Accountants version?

  • @CookRepair
    @CookRepair 3 роки тому

    Question on a scenario: my husband and I both have qbox 30 day free trial.....We signed up for it to be able to both work on quickbooks at the same time. However, I don't know how to make everything that I have entered into quickbooks transfer over to his computer. For example: let's say I entered a new vendor, I want this information to show up on quickbooks on his end too. Can I transfer this information through qbox? If so, how??? btw we both have qbooks desktop.

    • @CandusKampfer
      @CandusKampfer  3 роки тому

      I’d call and chat with Qbox they are awesome. They will help you with setting it up.
      Have a great day!

  • @nicholasmendoza6159
    @nicholasmendoza6159 2 роки тому +1

    They dont have account numbers on the online version either😶

    • @CandusKampfer
      @CandusKampfer  2 роки тому

      Nicholas,
      It’s a setting you can turn them on or leave them off.
      Candus

  • @daunderdawg2692
    @daunderdawg2692 2 роки тому

    Is that 50% off for 12 months still available?

    • @CandusKampfer
      @CandusKampfer  2 роки тому

      Sorry, I missed your original post. They are offering 30% off for the first year right now. It’s changes.
      Candus

  • @cheryl1277
    @cheryl1277 3 роки тому

    Can you use QB Desktop with One Drive from different locations?

    • @CandusKampfer
      @CandusKampfer  3 роки тому

      It may cause corruption of your files, not recommended.
      What are you trying to do?

    • @cheryl1277
      @cheryl1277 3 роки тому +1

      Was wondering how I could give boss access to my QB desktop report running. I work at a different location.

  • @karlasteck2854
    @karlasteck2854 3 роки тому

    My daughter owns a company and I am retired, w/QB knowledge and I want to help her with data entry and reconciliations only. Can I log in to her QB account remotely to assist. She has Desktop Pro Payroll Enhanced.

    • @CandusKampfer
      @CandusKampfer  3 роки тому

      Hi Karla,
      I added your question to our list. Candus uses questions that are submitted to create new QuickBooks tips each month. Please join the weekly tips and tricks to be notified when your question is answered. *canduskampfer.com/tips*
      Have an amazing day 🙂
      Elaine - Team Candus
      P.S. If you would like to follow her, click the links below ↓
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  • @XAE_A_Xii
    @XAE_A_Xii 3 роки тому +1

    why not to make Online version to have the same features as the desktop, why people have to choose between two??? it's obvious, most companies need to have several people to be to access the same data and being able to access from different computers/locations, so having desktop one would be a pain. And we all have the internet! Unless you do accounts from some village deep in Amazon jungle.
    Or give us both, desktop and online at the price of the desktop, if you can't make online as good as the online one