Guide to buying QuickBooks software
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QuickBooks
description, comparison, & guide  for help choosing QuickBooks

.Follow the links to guide you through purchasing the right QuickBooks for your business.

For assistance in selecting the right QuickBooks for your business, call
800-216-0763

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QuickBooks
Premier

QuickBooks
Pro

QuickBooks
Simple Start

Need
QuickBooks
for Mac?

QuickBooks Accountant Premier Edition

QuickBooks Professional Services Premier Edition Overview Tour Comparison Chart QuickBooks Reports More Info

QuickBooks Training

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QuickBooks Premier Professional
Services
Edition

QuickBooks Premier Contractor Edition   Overview Tour Comparison Chart QuickBooks Reports More Info

   Contractor edition not available in QuickBooks Pro or QuickBooks Basic versions
QuickBooks Training

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QuickBooks Premier Contractors
Edition

QuickBooks  Nonprofit Premier Edition Overview Tour Comparison Chart QuickBooks Reports More Info

QuickBooks Training

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QuickBooks Premier Nonprofit
Edition

QuickBooks  Manufacturing & Wholesale Premier Edition    Overview Tour Comparison Chart QuickBooks Reports More Info

QuickBooks Training

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QuickBooks Premier Manufacturing
& Wholesaler
Edition

QuickBooks financial software contains the back end accounting functions needed to complete the front end point of sale for your company. It contains all the features of premier plus customized forms and features to help retailers track and report financial information.		QuickBooks Point of Sale system includes retail management software that will track all inventory, sales and customer information for your company.
Overview Tour Comparison Chart QuickBooks Reports More Info		Overview Tour Overview of QuickBooks Point of sale features  (pdf file)
QuickBooks Premier Retail Edition accounting for retailers  integrates with QuickBooks Point of Sale			QuickBooks Point of Sale software (QuickBooks Premier sold separately) Overview of QuickBooks Point of sale features (pdf file)
Single User	359.96		Software Alone Comparison chart		Software and Hardware
			Basic Pro	$ 800 $ 1200	Basic Pro	$ 1500 $ 1900
3 User (single user licenses can be added for a max. of 5 users)	879.96
			Upgrade : $ 500 Basic $ 700 Pro		QuickBooks point of sale software packaged with Barcode Scanner Receipt Printer, Credit Card Reader, and Locking Cash Drawer

QuickBooks Training

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QuickBooks Premier
Retail Edition

QuickBooks
Point Of Sale

Comparison of
QuickBooks

QuickBooks Premier QuickBooks Pro
QuickBooks Simple Start

Why Upgrade?

Need more
information?

Industry Specific
Editions


 

QuickBooks checks at 25% discount

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Books to learn QuickBooks

Premier recommended  for businesses who:

• Need help with industry-specific reports, forms, and help menu content and/or

• Need to use sales orders and/or

• Need to assemble inventory and/or

• Need advanced job costing features (accountant & contractor editions)

Industry Specific QuickBooks Premier

Tip:
Purchase Accountants edition and get the advantages of all features in all industries for no additional cost.
Downside - Too many options may cause confusion among untrained staff

What are added features of
QuickBooks Premier?

Why Upgrade?

2010 Edition - Why Upgrade QuickBooks

from QuickBooks 2009 and prior editions

Quickbooks 2010 Added:
 

• Forms Customization - Easier and faster for users to make QuickBooks forms look more professional and match the branding on other customer facing printed materials.
• Company Snapshot - Allow users to customize what widgets they want to see in the QuickBooks Company Snapshot and provide additional widgets that give them insight into tactical details of their business. Set this as your home page for a birds eye view on exactly how your business is doing.
• Favorites Menu - A new QuickBooks 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.
• ELMO Electronic Check Processing – Check scanning service offering through QuickBooks Merchant Service accounts.
• Online Banking - Numerous usability improvements, such as switchable download reconcile matching interface, side-by-side or register-view
  (you can now revert back to the view you had in QuickBooks 2008 edition! or, enjoy the current improvements.)
• Document Management - All Desktop editions, 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). 102MBs of data storage! If you go over, there is a monthly fee $4.95 to 500MB, $14.95 for 1 GB, $29.95 for 5 GB (plus sale tax). Attach a document to Lists Names (vendor, customers, jobs,  employee, item), Attach documents to transactions. Browse from your local computer to attach or scan an attach in one step-requires a twain compliant scanner.
• Rapid List Entry - Rapid QuickBooks List Entry is a new feature that allows user5s to enter, edit and save multiple QuickBooks list items (Customer, Vendor, Employee & Item) all in one table with active cells.
• Credit card processing - now get pre-authorization - available in 2009, but buried! Now, managing your merchant account is even easier.
  Call us for more information 800-216-0763 (ask to speak  with our superGuru - Linda Saltz)
  
  When you want to make sure your customer has sufficient funds available on their credit card, you can authorize the funds before you process the order. When you authorize funds for a credit card, the funds are placed on hold, and the limit of the customer's credit card is lowered by this amount. After the authorization goes through, when you make the actual sale, you can capture the authorized amount. Make sure you do this within seven days, when an authorization typically expires. If you capture an amount that is smaller or larger than the authorized amount, you may be charged a higher discount rate.
   
• Install Manager - Improved QuickBooks installation wizard.
• Backup / Restore data compression - Improved QuickBoos backup storage compression logic.
• Condense / Archive - Improved QuickBooks logic to more reliably reduce the amount of data in the company file, and improve the day-to-day performance of QuickBooks.
   
• Client Data Review - Available only in the Accountants Edition - Another great reason to select this edition over any other. A brilliant tool for finding and fixing errors. Controllers shoring up their month end numbers will find this a big time saver!  New QuickBooks 2010 Features- Troubleshoot negative inventory, apply credits tool, reclassify a group of transactions in one step, fix incorrectly recorded sales tax and payroll tax payments without messing up the bank reconciliation, batch write off of bad debts.
   
• Intuit Statement Writer - $150 - additional fee Accountant Edition (additional price) feature offers accountants significant productivity benefits for preparing highly professional-looking financial statements.
  Create up to 16 statements in one workbook and batch print your statements and documents
  Set ANY date range for statements, including 4-week months or 13-week quarters
  Send consolidated reports to clients in .pdf format
  Create Microsoft Word-based letters, cover pages and documents in your report, and bring QuickBooks financial data into your documents
  Build financial statements on a per-class or per-job basis, or as a combination of classes
   

Enterprise Solutions - 2010 new features:

Custom Fields - Additional Custom Fields on forms and reports for Items and Names, with new data-formats (numbers, dates, phone, multi-pick) and data-format validation. Two to Three times more custom fields available

Build Assemblies - Build Assembly transaction form is now a template. Line-items of the build assembly can be modified on the fly. Custom Fields for Items can be added to template as headers and columns. Transaction form can be printed.

Point of Sale - 2010 new features
Improve sales with point of sale  customer center
Coupons and promotions acceptance

Quickbooks 2009 Added:

All Editions:

• Microsoft Vista Logo Certified
• Duplicate a transaction
• Right-click to delete list items
• Multi-Currency. QuickBooks 2009 now supports all global currencies. - Once you turn it on, you cannot turn it off
    so be sure that you buy or sell in foreign currencies before you use this feature.
• Conveniently process wire transfers and drafts from within QuickBooks
• New Company Snapshot. 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 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

Enterprise:

• 30 Users
• Sales force module (additional fees apply)
• One login if Warehouse management, Sales management, Business management
   

Point of Sale:

• Cashier Screen Easier to use and now with  Touch Screen convenience (requires a touch screen monitor)
• Capture customer signatures on merchant's receipt -Requires purchasing pin pad with signature sold separately
• 20 workstations in 1 location
• Improved Sales tax reporting with payment information by each tax agency, location, code and component
   
• Pro and Multistore - With webstore (additional fees apply) that will update items and pricing from POS
• Improved reorder points - Now easier to set default
• Plus Now you can set a reorder point with a QTY or Days of supply as a trigger - (THIS IS BIG)!
• Report of your Turn Statistics on the items you sell (turnover is how quickly you sell your items)

QuickBook 2008 Added - Key features:

All Editions:

• Easily share records with your accountant with an improved Accountant's copy now it only takes a single click to encrypt your file and upload the file to a secure server for your Accountant's download and review. Eliminating emailing and multiple file issues.  Your accountant can now complete bank reconciliations and merge accounts while you continue to enter your daily transactions
• Introducing context sensitive help, designed to provide new users with an enhanced start up experience.
• New excel templates make it easy for you to import existing customers, vendors, or product information into QuickBooks. Users can also assign each column in your existing Excel spreadsheet to a corresponding QuickBooks column

QuickBooks Simple Start

• Track Thousands of Customer and Vendor Contacts in free Simple Start 2010.
• Now supports Payroll! (additional fees may apply)

QuickBooks Pro, QuickBooks Premier & QuickBooks Enterprise

• Easily send invoices, sales receipts and other forms using Outlook and Outlook Express.
  Send emails directly from QuickBooks using Outlook or Outlook Express.
  Sync your contacts in Outlook with your contacts in QuickBooks.
  Customer Center- each customer now  includes Google Maps plus directions from a main location
   

QuickBooks Premier & QuickBooks Enterprise

• Easily identify which clients to bill. View unbilled time & expenses for all clients on a single screen and transfer to an invoice with one click. Instead of creating one invoice at time and selecting all unbilled time and costs, you now can simply open the Invoice for Time & Expenses screen and select the client and project combination. All unbilled costs for a given date range will be transferred directly to an invoice. You can also quickly view subtotals of your unbilled time and expenses and filter the individual entries by date

Point of Sale

• Users can now attach up to 2 digital pictures per item in your inventory list
• Users can generate and print a shipping label for UPS right from QuickBooks Point of Sale.
• Automatically track and reward customers that spend a certain amount at your store.

QuickBook 2007 Added - Key features
 

QuickBooks Pro, QuickBooks Premier & QuickBooks Enterprise

Choose to auto fill  vendor bill/payments with just the correct chart of account  (elect not to prefill all fields
   with the last transaction data)

QuickBooks will now warn you when you are entering transactions with a future date or a date older than 90 days (the 90 day range can be modified)

QuickBooks now adds a date and time to your backup file making it easy ( for those  who consider themselves computer "challenged") to keep a daily backup - one for each day of the week , a monthly backup, and an annual backup. 

QuickBooks has made it much easier for your accountant to work on your file while you continue to make entries into your file.  
  This feature will import all changes made by your accountant and provide you with a detailed listing of those
  changes. Its easy for your accountant to make and send your an import file with changes. Now your books will match your
  tax return and your accountant will no longer spin his/her wheels determining the cause of changes to beginning balances.
  Whenever you have a problem with the file, make an accountant's copy, e-mail and send to the accountant to fix. Your accountant will
  review at the  next opportunity and make the corrections in the copy you sent. He/She will then send you the file corrections to import
  into your copy. All very easy!  This feature alone makes it worthwhile for both you and your accountant to be on version 2007 or later.
  Its good for you - you get accurate reports to make key business decisions without disruption to your daily workflow
  Its good for your accountant - spend less time reconciling and more time as a business advisor to your clients

Negative deposits can now be entered through the make deposit window. A great feature for those who accept
  sporadic credit card payments  and occasionally need to refund a customer a credit card credit.

Customization of forms has become much easier. Its time to give your company look a unique, professional look
    to your forms (invoices, purchase orders, sales order)

New edition has teamed up with Google. The Google feature works the same way as a websearch but limits the
   search to  QuickBooks.  Not to worry,  will only retrieve what your employees have permission to see. In
   addition, set up a Google AdWords account within QuickBooks and receive a $50 credit from Google to try out
   this form of advertising.  What is  AdWords? Go to www.Google.com  and do a search on QuickBooks. Those
   links in the right margin are PAID advertising through AdWords. See how your sales can increasing by buying
   key  search terms - for your community.

Are you still confused about what payroll taxes/forms are due when? This edition will remind you when to cut 
    payroll checks, when to file and pay payroll taxes and how much to pay.

For those companies who ship regularly with UPS and FEDex,  process shipments and print FedEx and UPS labels from within QuickBooks - and in QuickBooks you can use thermal label printers! You can even schedule pickups and track packages right in your QuickBooks software. Shipping Manager pre-fills the shipping labels with the customer address information from your QuickBooks Invoice or Sales Receipt forms. No more writing labels by hand. And no need to enter data twice. Shipping Manager is already built in to your QuickBooks software and it's FREE to use. You only pay FedEx or UPS charges on what you ship. And you can sign up for Shipping Manager through your QuickBooks software and start using it right away.

Price levels now show up on estimates.

Contractors edition will now keep track of when Vendors (subcontractors) workers comp certificate of insurance expires. QuickBooks and will let you know when entering a transaction to that vendor if there is an expired workers comp certificate on file.

Purchase and sell the same item in different units of measure. Only available in Premier Contractors & Mfg/Wholesale Edition
   Unit of measure conversion prevents costly errors.  Enter your item into inventory in smallest unit of measure for
   that product, sell on an invoice in a larger unit of measure. QuickBooks will reduce your inventory based on a
   conversion to the smallest unit of measure. For example sell 1 can of soda or one six-pack. QuickBooks will  
   reduce the soda inventory by 6.  Caution: Pricing for the six is based on the single can of soda pricing.

Enterprise now can add up to 100,000 list items (names, items, classes)

The easy step start up wizard (to set up new QuickBooks company files) is improved with the ability to select which accounts on a recommended chart of accounts that you prefer to use.

QuickBooks 2006 Added - key features

QuickBooks Pro, QuickBooks Premier & QuickBooks Enterprise

• Whole new design for easier navigation. See more
• Tour discussing the new customer, vendor and employee centers
• Customer Center interactive demo in QuickBooks
• Filter customer and vendor lists for specific criteria
• New Vendor Center shows all your vendors and what you owe them in one simple screen
• New Employee Center shows all your employees and what you're paying them in one simple screen
• New Payroll Center for Do-it-yourself payroll will help improve the accuracy and timeliness of PR related functions by providing information about when payroll, and PR Liabilities are due, who to pay and how much is owed. This center automatically reminds you if important dates. Plus the process of setting up QuickBooks Payroll has been greatly simplified.
• Always on audit trail that does not slow down performance!
  All versions have switched to using the sequel database platform.
• Add multiple e-mail and shipping addresses for your customers.  Now you can set Cc e-mail addresses in the customer record which will pre-populate all e-mails created in QuickBooks for that customer.
• Processing credit card refunds- now there is a convenient way to show that a refund was provided on the credit memo.  Also a Bcc field has been added and users can set company wide default e-mail addresses to pre-populate the Bcc field (another improvement to your internal controls!)
• Voided checks are correctly accounted for by creating offsetting journal entries in the affected accounting period.
• Improved window for "enter bills".  See the vendors address that will print on the bill payment checks.
• Improved communication between the item record cost field and the replacement cost purchased on checks, credit card charges, bills and POs.  Now you have the option to update the cost in the inventory or service item when creating a new purchase transaction. Now you can base change item prices on unit cost.  This is a choice to change cost of an item in the item record (via a pop-up window) at the time the purchase transaction is entered. You can elect NOT to display the pop-up message via a checkbox, but whatever choice you make on that transaction (to update the item record with the new cost or NOT) QuickBooks will use that as the default behavior.  Its a good idea to discuss this new feature with all data entry personnel. You can reverse this decision by selecting "bring back all one time messages" option under preferences (general).   If the item is a component in an assembly, the bill of materials average cost will change when the assembly item is built
• Customized pricing and rounding options make it easier to keep your pricing competitive
• Inventory - Includes a new field for manufacturers part number. Search and sort by your part number or the vendors.
• Finally - QuickBooks now posts reconciliation differences to a new account called reconciliation differences- a P&L account (sure sounds immaterial but a true time saver for your accountant!)
• Utility that creates a more compact company file for easier portability such as e-mailing the file to your accountants.
  
  QuickBooks Premier and Enterprise
• An improved bill of materials that includes (total cost to produce) with the ability to factor in overhead costs such as labor, supplies and depreciation
• Manufacturer/Wholesale, Retail, and Accountant's editions: (All QuickBooks Enterprise editions include these features but the following premier editions DO NOT: Contractor's, Professional, or Nonprofits.  If premier is the right product for you, AND, you want all the features of all the editions, purchase the Accountant's QuickBooks Premier edition as it contains every feature of every QuickBooks  premier edition.)
  • Backordered column has been added to the sales order to indicate fulfilled and still open quantities. Invoice has a new backordered column and picking lists can now be printed. Packing lists now show backordered items.  If you are a nonprofit and need to track backorders, consider purchasing the accountant's edition.

  
   

  • Backorder functionality on purchase orders as well. POs will display a column for previously received and a separate backorder column
  • Sales order fulfillment worksheet (window) shows all open orders  based on criteria important to you such as oldest orders,  shippable dollar amount, or by customer.  Customize whether you want to allow partial shipments or only complete orders. Select the orders you want to ship, then batch-print pick lists, packing slips or invoices.

  

   

  • Available-to-promise window where you can review how much of an inventory item  is on hand, how much has been committed to customers, expected on new POs and how much is pending for builds.
    .
     
• Accountant edition - toggle between QuickBooks Simple Start, QuickBooks Pro and all industry specific versions of QuickBooks Premier
• Select multiple sales orders to consolidate into a single invoice

QuickBooks 2005 Added - key features

• Improved management of customer payments.   See Tour
  Automatically handle overpayments or underpayments from customers on the receive payment window.
  When creating an invoice you can now immediately apply a customer deposit or other outstanding credit on the invoice form (no longer must you go to the receive payment window)
• Improved downloading bank and credit card transactions.  Match multiple transactions at a time. Associate similar vendors to one existing vendor name (for example multiple outlets for the same store)  See Tour
• Print envelopes from within QuickBooks. Improved letter wizard for  integration with Word. Plus convert an invoice into a word document for a more personal touch.  See Tour
• Reports navigator making it easy to select the right report to find the information you need   See Tour
• Retained earnings Quick Zoom (a feature handy for bean counters aka accountants)
• Shipping manager (not available in Basic) is now UPS Ready,  using customer address information on sales receipts or invoices to pre-fill UPS shipping labels (Fed-Ex labels can be printed too), complete with tracking numbers and bar codes. Schedule pickups and track shipments-directly from QuickBooks.
• Void/Deleted Transactions report - always on, improving security of your data
• For Do-it-yourself payroll subscribers there is now an enhanced service  which offers you the option of direct depositing the paychecks into employee's bank accounts plus prepares state tax forms. (there is an added cost to this feature).  New workers comp feature helps contractors track gross wages by classification code and calculate  worker's comp premiums (additional fees apply).
• All Premier editions includes an improved Business Plan Tool   See Tour and Expert Analysis Tool See Tour
• All Premier editions - Set billing rates by individual, position or skill level.  Use billing rate levels for all items or just for specific items. Send timesheet hours to invoices and QuickBooks will apply the right rate.
• Edit assembly items when components change
• Premier Contractors edition- New Job Cost by Vendor & Job Report, New Cost to complete report - a great tool for determining if the job is running over budget.

QuickBooks features added to QuickBooks Enterprise $2,550  not included as part of QuickBooks Basic, Pro or Premier Editions

• Much awaited improvement- providing security access to employees for only those areas of QuickBooks needed to do their job.  Not available in QuickBooks Premier editions, this feature is only available in Enterprise editions makes your decision now a very easy one.  View Enterprise QuickBooks Tour

• Multiple Field Search in List items-  Enter search criteria into all relevant fields to quickly produce the specific records you are looking for. You can even search on custom fields and notes fields  View QuickBooks Enterprise Tour

QuickBooks 2004 Added - key features

• Vehicle mileage tracker.   See Tour
• Loan manager to track loan payments and record interest expense.
• Undo premature bank reconciliation - an improved reconcile discrepancy report shows you changes and deletions made to previously reconciled transactions.    See Tour
• Email POs, sales receipts, credit memos, reports, sales orders (sales orders in Premier & Enterprise editions only).
• Create POs from sales orders (Premier & Enterprise only)
• Print packing slips and general purpose shipping labels from invoices.
• Save forms and reports in pdf format.
• Time and material invoices- now import both the item descriptions and the notes.
• Cash flow projector.
• QuickBooks Premier Customize prices -
  • Set up to 100 price levels per specific item. Customize price levels per item, by dollar amount, for your customers. Set custom prices for items that are associated with different customers or jobs.  Or set up to 100 fixed percentage price levels.  Increase or decrease prices of all items for a particular customer or job by a fixed percentage  See Tour
• QuickBooks Premier & Pro includes
  • Bring both item and notes into Invoice
  • Update data in existing excel spreadsheets - replaces report data, but existing cell references and formulas from other worksheets are maintained.
  • Option to add customer's total balance to printed invoice through the customize form window.
• Fixed asset tracker- asset name, serial number, date purchased and disposal date.
  Accountant- premier addition also adds a fixed asset manager that will calculate and track depreciation. 

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QuickBooks 2003 Added- key features

• Premier only
  • Sales orders
  • Inventory Assemblies
• All versions
  • Automatically create a budget
  • 100 professional looking form templates to choose from
  • Add text fields to forms  See Tour

QuickBooks 2002 Added - Key Features

• Premier only
  • Remote Access
• All Versions
  • Email invoices, statements, and estimates
  • Create multiple estimates per job
  • Password protected close date

Intuit has stopped supporting older versions of QuickBooks -read more

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QuickBooks Enterprise

Detailed QuickBooks product descriptions

..

Click on the Price to buy QuickBooks Mac at QuickBooks secured store Overview Tour Features of QuickBooks Pro for Mac Compare Quicken and QuickBooks Pro for Mac	QuickBooks For Mac
Available in Single User only	160

 

QuickBooks Mac 2010

• Mac Users - Requires Mac OS X v10.5.4
• Now more of the best features of QuickBooks Pro for the PC
  Home page navigator with one click access to commonly used task
  Customer, Vendor Centers
  Send out Batch Emails for invoices and flag invoices and other forms to be emailed later
  Prepare and print 1099 & 1096 forms
  Access to google maps from the customer or vendor centers
• Built for the Leopard Operating System which makes full use of the new Mac Features like spotlight and cover flow

 

QuickBooks Mac 2007 New Features:

• Whats new 2007 see tour
• Print itemized deposit slips from QuickBooks
• Apply a single customer payment across multiple jobs
• Design and print customized forms: estimates, statements, invoices, sales receipts, purchase orders
  Now comparable to QuickBooks Pro for the PC See tour
• New interactive tutorial center
• Add icons to your toolbar for quick access to tasks
• Add reminders to iCal
• Sync QuickBooks with  address book- See Tour
• Share QuickBooks data file with Accountant  (see tour) who can open edit and save changes for you

 

QuickBooks Mac 2006 New Features:

• Download and import bank/credit card transactions
• Synchronize contacts with address book
• Customize toolbar
• Easier to share data with PC users including export reports to excel 

New QuickBooks 2005 Features:

• Enhanced customization for forms. Add a PDF file as the background for invoices estimates, statements & purchase orders. Plus change fonts, select printed files and status stamps
• Unused customers, vendors, items can be made inactive, removing from your lists. (They can be made active again at any time)
• Sort lists by columns for finding information easily.
• QuickBooks Pro for the Mac now matches Quickbooks Pro for windows making it easier to find training, get accounting support, and ask other Quickbooks users questions.
• More reports, New statement of cash flows and unbilled costs by job.
• QuickZoom on Pay Bills and Receive Payments
• New sample service-based companies to help provide examples of how to better use QuickBooks.

New QuickBooks 2004 Features:

• Mac and PC users (such as your accountant) can now read each others data
• Export to Microsoft Excel or X for Mac
• E-mail invoices, statements, estimates, and reports (Improved) in PDF format
• Backup Automatically

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QuickBooks Pro
Mac

Benefits of using QuickBooks Software

QuickBooks checks at 45% discount

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