5 Signs You Are Outgrowing Quickbooks

outgrowing quickbooks

Table of Contents

Imagine you’ve got a pair of shoes that you absolutely loved when you first got them. They were comfy, the perfect size, and they did their job well. But now, they’re starting to pinch. You’re growing, and those shoes just don’t fit anymore. That’s kind of what happens with QuickBooks for some growing businesses. QuickBooks might have been your perfect match when you were just getting started, but now things feel a little tight.

If you’re a CFO, business owner, or CEO of a growing company, it can be hard to know when it’s time to swap QuickBooks for something with a bit more room. In this article, we’ll look at five signs that QuickBooks is starting to feel like those old, tight shoes. By the end, you’ll know if it’s time to start looking for a new fit that can keep up with your business.

 

Article Summary

  • QuickBooks is great for small businesses but may fall short as you grow.
  • Signs you’ve outgrown QuickBooks: integration issues, manual processes, security concerns, multiple entities, and lack of real-time information.
  • Transition to D365 Business Central for advanced functionality and better integration.
  • Benefits include comprehensive tools, advanced reporting, superior security, and seamless Microsoft integration.

1. You’re Spending Too Much Time on Workarounds

Imagine you’re driving down a road that’s packed with potholes. You keep swerving to avoid them, and it’s taking you twice as long to get where you’re going. If you’re constantly finding ways to “make QuickBooks work,” you’re probably dealing with something similar. Workarounds are like detours—they might get you there, but they’re exhausting.

For example, maybe you’re exporting data into spreadsheets to analyze it properly. Or perhaps you’re double-checking inventory in another system because QuickBooks can’t handle it all in one place. If you’re spending more time patching things up than focusing on growing your business, it’s a strong sign QuickBooks might be holding you back.

2. Your Team Is Frustrated by Limits on Users or Permissions

QuickBooks is fantastic for smaller setups—when you’re just starting out, you probably didn’t need to worry about who’s doing what. But as you add people to your team, it’s a different story. Imagine a restaurant with only one set of keys—everyone has to wait in line to get them. That’s how QuickBooks can feel if your team keeps bumping into limits on users or permissions.

For instance, let’s say you have a growing finance team that needs to access QuickBooks. If you’re constantly juggling who can log in, or worse, risking security by giving people too much access, it’s probably time to think about a system built for more than just a small crew.

3. Your Reports Don’t Tell the Full Story Anymore

Picture this: you’re trying to solve a puzzle, but half the pieces are missing. That’s how it can feel when you’re using QuickBooks for reporting as your business grows. QuickBooks is great for basic financial info, but if you’re starting to need deeper insights, it can come up short.

Maybe you need detailed sales forecasts, in-depth cash flow reports, or advanced inventory tracking. If you’re finding that QuickBooks is only giving you half the puzzle, it might be time for a system that can show you the full picture—like a proper ERP system. At Alchemy 365, we’ve seen businesses go from piecing together reports in QuickBooks to having a dashboard that tells the whole story with just a few clicks. That’s the kind of insight that helps you make confident decisions.

4. Keeping Track of Inventory Feels Like Herding Cats

Let’s talk inventory. If your business has outgrown basic inventory tracking, you know it. It’s like trying to keep track of a crowd of cats—they’re everywhere, they’re unpredictable, and they don’t stay in one place for long. QuickBooks has some inventory capabilities, but if you’re dealing with warehouses, lots of products, or complex supply chains, it can feel like you’re constantly playing catch-up.

Imagine a business that sells different products across multiple locations. With QuickBooks, tracking those moving parts can turn into a full-time job. If you’re dealing with inventory headaches, a more advanced system could save you time and a lot of frustration.

5. You’re Ready to Scale Up, But QuickBooks Isn’t

Here’s the big one: you’re ready to grow. QuickBooks is great for handling the basics, but if you’re preparing to scale up, you need a system that grows with you. It’s like trying to fit all your belongings into a carry-on suitcase for a cross-country move—it might work for a weekend trip, but it’s not going to cut it long-term.

If you’re adding new locations, expanding your product lines, or hiring more people, QuickBooks can start to feel like it’s working against you instead of for you. At Alchemy 365, we’ve helped companies switch to systems that don’t just fit better but also make it easier to reach their goals. Because let’s face it, growth should feel exciting, not like you’re squeezing into last year’s shoes.

So, Is It Time for a Change?

If you’re nodding along to any of these signs, it might be time to consider upgrading from QuickBooks. Maybe you’re not ready to make a change right now—and that’s totally fine. But when you are, remember that a system that grows with you can make all the difference. At Alchemy 365, we understand what it’s like to outgrow your tools, and we’re here to help when you’re ready for the next step.

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