Seven Signs You Have Outgrown QuickBooks

Seven Signs You Have Outgrown QuickBooks

Here are seven signs you may want to consider a more robust system to manage your business on:

1. Experiencing Data and Record Size Limitations

QuickBooks does have data and record size limitations that may become a problem for fast growing companies. As a company begins to reach the limitations there is also potential for the data to become corrupted. This may make it more difficult and costly to move the data to another system.

2. Reporting is Not Meeting Your Company’s Needs

As companies grow, so does the need for sophistication and better reporting. The ability to build new reports is limited in QuickBooks. Many companies find that reporting tool options for QuickBooks are not meeting their needs when compared to robust accounting systems such as Microsoft Dynamics GP.

3. Incomplete Audit Trails

Accountants and business owners like their financial information to be comprehensive and well-documented. QuickBooks does provide some levels of audit trails, depending on the version, but there are some circumstances where financial information can be changed without the proper historical audit trails.  The lack of true accounting compliance could leave a company vulnerable to inaccurate records and possible loss of revenue.

4. User Count Limits and Accessibility

As companies grow some may hit the user  count limits and may be forced to upgrade to a higher level. The user limitations make it difficult for the system to be universally accessible to the company and accommodate users who may need limited access to the system.

5. Too Many Outside Spreadsheets

If your company is forced to use spreadsheets for tracking and reporting much of your accounting related data, you have outgrown QuickBooks. Many fast growing companies find the limited functionality inhibits data tracking, and therefore turn to spreadsheets. The islands of information on spreadsheets create extra work and increase the potential for errors, slowing everyone down.

6. Lack of Integration with Critical Business Systems

Your company may have islands of data locked into different systems. For example, you may have a website used for business, but it is not integrated with your financial system. Or perhaps your customer relationship management system (CRM) does not integrate with your order system. As a result there is a lot of duplication of data, making the company inefficient and increasing the chances for errors with repeating data.

7. Data Security Concerns

When only a few people are using QuickBooks, the limitations to restricting access to functions and data is usually not a problem. But as users are added with more specialized roles, some companies are finding their records are too open to users that don’t have the need for full access to the data. This may make it more difficult to protect the data.

If your business is experiencing any of these signs, SMB Suite can help with the industry’s first fully-integrated Microsoft Cloud ERP, CRM & eCommerce solution for the small & mid-market business. Please visit us at to learn more.

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Steve’s been with SMB Suite since 1998 and has been involved with nearly every aspects of the Company’s business as a strategist, professional services executive, cloud solutions architect, and senior consultant. In his current role, Steve is responsible for SMB Suite’s revenue and oversees the execution of ERP, CRM and BI projects for customers across a broad range of industries. Steve combines his expertise in MS Dynamics GP, CRM and other Microsoft products with a strong foundation in accounting and business to identify gaps and streamline customers’ processes. Prior to co-founding SMB Suite, Steve was previously Corporate Controller for MEHLE Behr and, prior to that, Audit Senior for Ernst & Young. Steve holds a Bachelor of Business Administration degree from the University of Texas at Arlington.

Jeremy is responsible for SMB Suite’s technology vision, strategy and implementation and is the architect of the Company’s Dynamics Cloud Platform. Highly adept in every facet of managed services, ERP systems and e-commerce platforms, Jeremy’s expertise spans the implementation and support of business and financial software solutions, as well as the customization and integration of SMB Suite’s cloud ERP technology stack. He holds numerous Microsoft and industry-related certifications, and was primarily responsible for designing the Company’s progressive business services platform in the early days of the Cloud. Prior to SMB Suite, Jeremy served as the financial analyst, systems administrator, and information systems liaison for a $2 billion financial services corporation.

Monty is responsible for SMB Suite’s day-to-day operation and, most importantly, its customers. As a leader, motivator and mentor, Monty creates loyal high performance teams willing to “walk through walls” to accomplish their goals. Prior to SMB Suite, Monty served as President of The Bradshaw Group (TBG), a global distributor, manufacturer, and repair facility for digital printers. In this role, he was the Company’s ambassador to its most important domestic, European and Latin American customers and TBG achieved a best-in-class Net Promoter Score of 74 for its superb customer satisfaction. Prior to TBG, Monty served as the General Manager of Sam’s Clubs three highest grossing U.S. stores and was named Regional Operator of the Year in 1999. Monty holds a BBA in Marketing from Texas Tech University and is an active member of Business Navigators. He has been active in Vistage International, Executives in Action, the Dallas/Fort Worth Retail Executives Association, as well as, A.P.I.C.S., the leading professional association for supply chain and operations management. Monty also volunteers with Hunger Busters and ManeGait, a therapeutic horsemanship organization.

David is a proven financial and information technology professional with expertise in providing business accounting software and computing solutions. He began his career by starting and managing a successful independent consulting practice for several years. He then launched the local systems consulting unit of Ernst & Young’s Entrepreneurial Services Group, leading the office into the hi-tech consulting arena. After successfully developing the unit for Ernst & Young, David founded NextCorp (which became SMB Suite in 2013) to serve the business software needs of clients throughout the US. David has made SMB Suite one of the best cloud ERP providers in the industry. In addition to being a successful entrepreneur and leader, he is a software and technology specialist, holding certifications in various Microsoft and other technologies.