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Quickbooks Premier 2013


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*  Single user licenses can be added for a max. of 5 users


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New in 2017:

2017 QuickBooks Premier Added Features:

2016 QuickBooks Premier Added Features

Bill Tracker
View Purchase Orders, Unpaid Bills, Overdue Bills and Bill payments all in one place.
Purchase Orders can be copy, print and emailed or converted to Bills here
Bills can be copy, print and paid within the Bill Tracker

New Report filtering feature
Reports can now be filtered with - This Fiscal Year-to-Last-Month filter

Bulk Remove feature in Send Forms screen
Forms show up in Send Forms when the email later check box is checked.
Sometimes this check box is checked in error and there is no plan to email the form.
If Send Forms list is too long, you may be putting off removing those forms that
will never be sent, because it is too time consuming to delete each one separately.

Now, you can check all the forms on the list that will not be emailed and click the remove
to delete them in one batch. 

2015 QuickBooks Premier Added Features

New Insights dashboard has been added to QuickBooks home page -  

  • Chart how your monthly Profit and Loss and see how your doing
  • View your open and overdue Account Receivables
  • Quick view of company spending and have better control over your cash flow

Send portable file
Easier to now send a portable copy of your company file to your accountant.

Reminders Window -
Has been reorganized for better viewing.

Pin Notes -

  • For a Customer, Vendor, or Employee

  • Can now add an "important" note that will be viewed on the profile portion of the Customer, Vendor or Employee page

  • Only one note can be pinned - make it the one you want to be easily viewed without having to go under the notes tab

Income Tracker-
Improved to include Time and Expense transactions to the money bar.
Money bar gives total of your unbilled, unpaid, and paid  Estimates, Time & Expenses, Sales Orders, Invoices transactions
You can control which details you want to see.

Billable Time and Costs
Invoicing a customer and open the add billable time window.
he tabs (Time, Expenses, Mileage, Items) now include total of # of billable entries for each tab.
Reduces time needed to search each tab for billable time.

New for QuickBooks Admin user -
Now has the ability to end another user's QuickBooks session even with unsaved data. 
Saves time when a backup is required and all users must be out of QuickBooks before doing the backup. 

Customer PO# -
Now viewable under the Customer Center Transaction tab.
(right click to add).

Estimates -
Automatically closed when you fully invoice an estimate.

Inactivate Items -
Warning will popup when an item is inactivated and still has a quantity on hand.

Registration Improvements -
Now paste your license key into the registration window instead of typing the license number.

New for Reports

Onscreen Report Appearance -
Easier to read reports due to background shading some lines and a little more spacing between lines.

Filter Report Names -
Sort alphabetically
Report names are searchable

Email Report Groups -
One email can include multiple reports from QuickBooks
(No longer need to create pdfs of each report and save them in a folder to pull into an email).

Comments on Reports -
Any line on a report can now have a comment added
When printed - comments are numbered and show at end of report

Inactive/Active Names filtered on reports
On reports that have a Customer or Vendor as a primary key such as: Customer Balance Detail report
These reports now include a filter for filtering on Active or Inactive names.

Other 1 and Other 2 fields -
Can now be added to transaction detail reports.
These fields can be filtered.

Manufacturer's Part Number added to sales transactions -
Create a column on Sales orders, Sales Receipts and Invoices to include a Manufacturer's part number

QuickBooks Accountant 2015
With a ProAdvisor membership or subscription to QuickBooks Accountant Plus
Log into a clients file as an External Accountant user and access to the Accountant Toolbox

2013 QuickBooks Premier Added Features

  • New Design for QuickBooks Premier 2013 provides an easier user experience!  Intuit has standardized the screens so that the program becomes more intuitive.  The icon bar has moved to the left side of the screen with regions for your favorite reports, easy access to your calendar to dos, and easy access to all the centers.  NEVER FEAR, if you like your icon bar on top,  you can easily switch to the old icon bar from under the view menu.
  • Purhcase QuickBooks Premier


  • QuickBooks Premier 2013 Forms have been redesigned with tabs that group similar activities / information surrounding the form.


  • Purhcase QuickBooks Premier

    The invoice now has a Main Tab, Formatting Tab, Send/Ship Tab, and reports tab.
    It is no longer necessary to jump to the home page or 2-3 menu selections to enter data surrounding the invoice transaction.  If you have the invoice open, and want to make a payment, its right there, as well as creating a credit memo, or running  a history report on the invoice.

    Forms that have been enhanced with these tabs include:
    Estimate, Sales Orders, Invoice, Credit Memo, Sales Receipt, Bill, and Credit card charges.
  • QuickBooks Premier 2013 Centers have been enhanced by adding tabs for Contacts, To-dos, Notes, Transactions. Now you can have multiple contacts, multiple to dos and notes. This is great for efficiency and follow-up.


  • Purhcase QuickBooks Premier
  • New preferences in QuickBooks 2013
    In prior editions,  if you added a customer:job, QuickBooks would mark the transaction as billable.
    Now there is a new preference where you can choose whether, when you add a customer:job to a transaction or time entry, QuickBooks marks that billable box or leaves it blank. 

    You can now elect what appears in reports, the ITEM name, The ITEM description, or both! For companies that have set up their items as numbers, this will be a welcome improvement!

2012 QuickBooks Premier Added Features

  • QuickBooks Premier now offers a Calendar View of transactions entered and due, along with a much improved TO DO feature.  QuickBooks now has the ability to assign a date, time, customer or vendor name to the To do.
  • New Lead Center in QuickBooks Premier - this is the first step towards updating QuickBooks with a CRM module
  • Improved help menu in QuickBooks Premier, will make getting answers in QuickBooks even easier
  • Improved search which will search for any customer, transaction, amount, the results pop up in
    a new window which includes additional filtering capabilities
  • Batch time Entry for those contractors with multiple employees working the same job (Crew time sheet entry),   Time entry just got easier!
  • Excel integration has been improved in QuickBooks permitting the user to refresh data in an excel spreadsheet, preserving  certain types of manipulations in excel. Formatting and formulas.   Elements in excel that can be changed without breaking the link to live date in QuickBooks:  Column headers (formatting and name), Row Headers (formatting and name),  inserted formulas will be preserved, addition of new columns in between exported data set or end of exported data set.
  • Create a credit memo or payment from an invoice in QuickBooks Premier
        Create a Bill Payment right from the Bill
        Now that will save time- one click from the invoice and the credit memo is 90% done!
      Time to update to QuickBooks  
  • Contributed Reports- Report writing can be tricky for the novice user.  In QuickBooks Premier 2012 now there are at least one hundred (and growing) of report templates ready and waiting for you to download and start using. The titles are clear along with a description. Contributed reports are found under the report menu. These reports alone could save a QuickBooks user time and money!
  • Memorized Transaction Improvements - Now you can select which memorized transactions you would like to enter in the enter now window and which you would like to enter later.  Also added in QuickBooks Premier - a frequency of every two months.
  • Attached Documents to QuickBooks Premier lists and transactions is not new. However, it is now FREE with QuickBooks if you save your documents on your local computer/server.  QuickBooks will keep the documents in a folder named ATTACH found in the same location you keep your QuickBooks Company files.  There are NO user rights assigned to these documents so your staff will be able to open the saved documents without having access to QuickBooks.  Plus you will need to
    backup this folder yourself!  It is not part of the QuickBooks Backup.
  • Improved Company file condense. - QuickBooks Premier is now better at shrinking company files. There is now an added option to remove inventory transactions. It replaces inventory transactions with a inventory adjustment. In addition, you can remove all estimates, sales orders, purchase orders and pending invoices. For very large files you may still need advanced help with this, call us 800-216-0763 we off new file start services.
  • USPS adding to shipping manager
  • New Transaction tab - QuickBooks Premier now includes a transaction tab on transactions - view linked transactions and  summary data in the same window
  • No Company File Open -   QuickBooks,  all versions now includes an edit list option to remove files you no longer need to access on a regular basis
  • New inventory center. View in one window Qty on hand, qty on sales orders, Qty on purchase orders, qty reserved for assemblies, and Qty available.  Easily open a PO or Sales order for the item being viewed.  In QuickBooks you can filter the item list fro items that have less than zero on hand, greater than zero on hand or customize the view to your needs. For premier users, open the inventory center from the Vendor menu > Inventory Activities > Inventory Center

2011 QuickBooks Premier Added Features

  • Customer Collections Center -The QuickBooks Premier Collections Center helps you manage collecting payments from your customers. It lists all overdue and almost due invoices in a single place. You can send email reminders to one customer or many customers, and it tracks customer notes about your collection efforts. When you send collection emails, your customer receives each invoice as a PDF attachment along with a cover note.
  • Finally - QuickBooks Premier includes quantity totals on sales detail reports ( Sales by customer detail, Sales by Item Summary
  • New in Premier - Sales by Ship to Address in QuickBooks Premier editions.
  • New - average days to pay report , providing you with information on how quickly your customers pay.
  • Improved QuickBooks Premier reports - Open Sales orders and Purchase orders Reports, now with a true value of open balance
  • Preference in QuickBooks Premier for bill paying, you can set QuickBooks to automatically use credits AND/OR Automatically use discounts. This used to be a combined preference which most companies did not use, but now one or the other option is available too.
  • Balance sheet by class now available in QuickBooks Premier
  • Batch Invoicing - create one invoice and assign to a batch of customers in QuickBooks Premier!  Great for monthly services
  • Customer Snapshot tab in the Premier Company snapshot center - Provides users with detailed information on an individual customer including sales history, best selling items, recent invoices and payments
  • History on transactions - When you open transactions in QuickBooks such as Invoices, estimates, sales order, and bills you see recent transaction history, name information and notes -saving time spent looking up these details
  • Set closing date password in QuickBooks Premier is a terrific tool to avoid having changes made to your accounting documents. But for those companies that were still working open sales orders and estimates and purchase orders dated in a prior year, this became a nuisance and the closing date password would be provided to many individuals, rendering the protection worthless.  NOW.. the QuickBooks Premier preference includes the set closing date that allows you to exclude estimates, sales orders, and purchase orders from closing date restrictions.
  • Online backup- improved- enabling a significantly better QuickBooks user experience
  • QuickBooks Premier Search- within QuickBooks - searches all fields for key word terms
  • Web E-mail integration with QuickBooks Premier- easy setup to the biggest email services (Gmail, Yahoo & Hotmail) and ability to hook up to any email service with information provided to you by your email provider
  • QuickBooks Inventory Adjustments - now has an improved form - Much easier to find the inventory you want to adjust -no more scrolling, and when you open the transaction you see only the adjusted items
  • Now edit your spelling dictionary- you can now delete miss spellings.
  • A small but great QuickBooks Premier improvement is you can now mark as billable, amounts placed on the expense tab and charged to a cost of goods sold account
  • Date paid and paid stamp on invoices within QuickBooks Premier
  • Now a spot for separate Ship to addresses in the QuickBooks vendor center

2010 QuickBooks Premier Added Features

  • Install Manager - Improved installation QuickBooks Premier wizard.
  • Backup / Restore data compression - Improved backup storage compression logic.
  • Condense / Archive - Improved QuickBooks Premier logic to more reliably reduce the amount of data in the company file, and improve the day-to-day performance of QuickBooks.
  • Document Management - In QuickBooks Premier there is QuickBooks Document Management is the ability to attach files of any type to the appropriate QuickBooks records (names, items, accounts, transactions and company file as a whole).
  • Rapid List Entry - Rapid List Entry is a new feature that allows users to enter, edit and save multiple QuickBooks Premier list items (Customer, Vendor, Employee & Item) all in one table with active cells.
  • Forms Customization within QuickBooks Premier is easier and faster for users to make QuickBooks forms look more professional and match the branding on other customer facing printed materials.
  • QuickBooks Company Snapshot - Allow users to customize what widgets they want to see in the Snapshot and provide additional widgets that give them insight into tactical details of their business.
  • Favorites Menu - A new top-level menu item called “Favorites” is available, and can be disabled or re-enabled by customers (from the View menu). Customers or their accountants can easily configure this menu to centralize their favorite, commonly-used, and hard-to-find menu items. These are stored on a per-user, per-company file basis.
  • Intuit Statement Writer - Accountant Edition feature offers accountants significant productivity benefits for preparing highly professional-looking financial statements.
  • Client Data Review - Make accountants dramatically more productive at finding and fixing errors in their clients’ books.
  • ELMO Electronic Check Processing – Check scanning service offering through QuickBooks Merchant Service accounts.
  • QuickBooks Premier Online Banking - Numerous usability improvements, such as switchable download reconcile matching interface, side-by-side or register-view

2009 QuickBooks Premier Added

  • QuickBooks Premier Microsoft Vista Logo Certified
  • QuickBooks Premier you can Duplicate a transaction
  • Right-click to delete list items in QuickBooks Premier
  • Multi-Currency. QuickBooks now supports all global currencies.
  • Conveniently process wire transfers and drafts from within QuickBooks Premier
  • New Company Snapshot. QuickBooks Premier offers real-time overview of your business
  • Larger numbers support - 11 figure numbers (99,999,999,999) versus 8 figures in previous releases
  • Improved Bank Reconciliation -Sort by: Check number, Date, Amount, Payee and other column headings
  • QuickBooks Live Community. - Post your question for thousands of accountants and other QuickBooks users for help
  • One user can create an invoice while another user is running a report
  • QuickBooks Premier Messenger allows for instant communication between QuickBooks users
  • Back-up data in multi-user mode
  • Upgraded security on Master Company File Password
  • Improved Online Banking -easier to set up and less confusing to use- Automatic transaction mapping to chart of accounts
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