The UX of an Accounting Software

Nussi Einhorn
The UX of an Accounting Software

Quickbooks, Wave, and Xero are just some of the accounting software that are critical business tools, but they can also be fairly complex applications. What makes them complex? Their UX.

Their useful yet robust features like invoicing, and transaction import, can cause problems for its users.

This week, we have another set of UX stories for youβ€”this time, it's all about the UX of Accounting Software.


P&L Report in Quickbooks

πŸ‘¨β€πŸ’» Sam set up QuickBooks six months ago.

He has been using Quickbooks online to run his entire business. πŸ‘Œ

His accountant requested a P&L report yesterday.

So he went into Quickbooks and looked 🧐 for this report.

It took him a long time ⏱️ to figure out how to find the report.

He needed to set many filters first so that it was accurate. 😩😩

Oh, don't forget - he needed to click "Run Report" (Totally old school)!

We could have helped Sam find the reports much faster if the UX had been more intuitive.

Is your software easy to use?


A long list of transactions!

πŸ‘±β€β™€οΈ Sarah was tasked with reconciling all the transactions of their business.

When she clicked on the transactions tab, she saw a long list of transactions.😫

She wanted to perform a bulk transaction update,

but there was no filter πŸ™…β€β™€οΈ to display all transactions from a specific vendor.

She went through πŸ‘‰ πŸ‘‰ each page individually,

finding🧐 the transactions and markingπŸ“Œ them to a specific chart of account.

If we had only given them the tool they needed to help them with their actual UX journey,

their lives would have been much easier.


This week, we asked people about Quickbooks and how user-friendly they think it is.

Here is the result of the poll conducted...

What online accounting software is the most user-friendly?


Here are our Top players:

  1. Quickbooks
  2. FreshBooks
  3. Xero
  4. Wave
  5. Zoho Books



This article is written to help especially the accounting software developers and providers in understanding the importance of an excellent UX for their users, especially since they deal with these crucial transactions on a regular basis.

If you have any questions or need help with your software, feel free to reach out here for a UX audit with the link below:

UX Audit | Intent UX


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