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QuickBook Accounting 2016

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QuickBook
description, comparison, & guide  for help choosing QuickBook


What's new in 2016

Are you located outside the USA? 
USA QuickBook version now available  for purchase  DOWNLOAD ONLY in the following countries

Australia, Brazil, China,  India, Mexico,  Philippines, United Arab Emirates

 


BUY or UPGRADE QUICKBOOK
Download Now option available!

Click   for more QuickBook information and to buy or upgrade

QuickBook is a simple, easy-to-use, top selling bookkeeping and accounting software that guides the non-accountant and business owner to sound financial control  and better management of their small business.  QuickBook accounting software now offers the best selling generic versions plus new specialized versions and over  plus third party add-on software that meets the needs of most small businesses. Follow the links to guide you through purchasing the right QuickBook for your business.


QuickBook Accounting & Bookkeeping Features

 

Upgrade from QuickBook versions 2015, 2014, 2013, 2012, 2011, 2010, 2009, 2008, 2007, 2006, 2005, 2004, 2003, 2002, 2001, 99, and earlier
Quickbook Premier, QuickBook Pro, QuickBook Basic Software, QuickBook Simple Start and QuickBook Enterprise Editions

 

 

Click on your industry or QuickBook software desired

Click here for a list of accounting features within QuickBook

QuickBook Premier   QuickBook Pro   Enterprise Editions
     

 

Quicken        
Other special use Quickbook software below
   
QuickBook Online   QuickBook Mac  

 

All desktop QuickBook software come with a 60-Day Money-Back Guarantee. Try QuickBook 2016 software for 60 days, if you are not satisfied, return it with a dated receipt for a full refund of purchase price.

 

Free standard ground shipping for all purchases!

QuickBooks Installation
Setup Guide

Additional networking instructions for your
IT professional



Website with
QuickBooks
 Installation
Support

 

Instructions
For
Networked Computers

Additional download instructions for your
IT professional

 

.. 

Standard Editions of QuickBook

QuickBook
Enterprise

QuickBook
Premier

QuickBook
Pro

QuickBook
Simple Start

QuickBooks
for Mac


QuickBook Premier Professional Services
Edition

QuickBook  Premier Accounting Software Editions

QuickBook Premier Contractors
Edition

QuickBook Premier Nonprofit
Edition

QuickBook Premier Manufacturing
& Wholesaler
Edition

QuickBook Premier
Retail Edition

QuickBook
Point Of Sale


Now there’s simply one price for each version of QuickBook with  no price penalty for purchasers who are new to QuickBooks. Lower pricing for everyone without the hassles of rebate forms. 


What's new in QuickBook Pro Tour/Video
What's new in QuickBook Premier Tour/Video


**Many Videos/Tours may display older versions -
The features demonstrated still exist in the current edition.



Click on the Price
to buy from the QuickBook secured store

Comparison Chart
 

QuickBook Premier

QuickBook
Premier
2016

View Tour**
Your industry

 
QuickBook Pro

QuickBook
Pro
201
6

View Tour **

QuickBook Simple Start

QuickBook
Online
Simple Start
201
6


QuickBook
Enterprise Solutions
Silver, Gold and Platinum Subscription
201
6

View Tour**
call for our price
specials.

Single User- Full-version $349.95 $199.95 Monthly Silver Level $1000**
Two User $549.95 $349.95 x Silver Level $1600**
3 User              (single user licenses
can be added for a max. of 5 users)
$829.95 $499.95 x Silver Level $2000**
4 user x x x Silver Level $2400**
5 User             x x x Silver Level $2800**
6 User              x x x Silver Level $3100**
7 User             x x x Silver Level $3400**
8 User             x x x Silver Level $3700**
9 User             x x x Silver Level $4000**
10 user x x x Silver Level $4300**
UP to 30 user x x x Silver Level $6300**

 

Why should I upgrade?

QuickBooks Training


Have your preprinted checks ready for use when you install QuickBook
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Professional Services - QuickBook Premier

 

QuickBook
Professional Services
Overview Tour
What's new in QuickBook 2012 Premier Tour/Video
Comparison Chart
QuickBook Reports 
More Info

QuickBook Premier Professional Services Edition 2013
QuickBook Professional
Includes built-in tutorials, onscreen help


Satisfaction is guaranteed or your money back!


Ready to buy 2015 QuickBook Professional Services - Premier Edition?
Click below for QuickBook secured store

Single User $349.95
2 User $549.95
3 user
(single user licenses can be added for a max. of 5 users)
$829.95

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QuickBook Premier Professional
Services
Edition

 


 


 

.


Contractors - QuickBook Premier

 

QuickBook Premier Contractor Edition

Overview Tour
What's new in QuickBook 2012 Premier Tour/Video
Comparison Chart
QuickBook Reports

More Info

 

QuickBook Contractor Premier Edition
QuickBook Contractor
Includes built-in tutorials, onscreen help.

Satisfaction is guaranteed or your money back!

 

Ready to buy QuickBook Premier Contractor Edition?
 Click below for the QuickBook secured store

Single User $349.95
2 User $549.95
3 User
(single user licenses can be added for a max. of 5 users)
$829.95

 

   Contractor edition not available in QuickBook Pro or Simple Start versions

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QuickBook Premier Contractors
Edition

 


 

.



NonProfit - QuickBook Premier


 QuickBook Premier Nonprofit

Overview Tour
What's new in QuickBook Premier Tour/Video
Comparison Chart
QuickBook Reports
More Info
 

QuickBook Non Profit Premier Edition
QuickBook Nonprofit

Includes built-in tutorials, onscreen help, and free QuickBook callback support for 30 days following registration


Satisfaction is guaranteed or your money back!


Ready to buy QuickBook Premier NonProfit Edition? 
Click below for secured store

Single User $349.95
2 User $549.95
3 User
(single user licenses can be added for a max. of 5 users)
$829.95

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QuickBook Premier Nonprofit
Edition



 

 




 

.


Manufacturing & Wholesale - QuickBook Premier


QuickBook
Premier Manufacturing & Wholesale Edition

Overview Tour
What's new in QuickBook Premier Tour/Video
Comparison Chart
QuickBook Reports

More Info

QuickBook Premier Manuafacturing & Wholesale Edition 2013
QuickBook MFG & Wholesale

Includes built-in tutorials, onscreen help, and free QuickBook callback support for 30 days following registration


Satisfaction is guaranteed or your money back!

 

Ready to buy QuickBook Premier Manufacturing & Wholesale Edition?
Click below for secured store

Single User

$349.95
Two User $549.95
Three User
(single user licenses can be added for a max. of 5 users)
$829.95

 


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QuickBook Premier Manufacturing
& Wholesaler
Edition

 

 

 

 

 

 

..


QuickBook Retail Point of Sale


QuickBook 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.
 
QuickBook Point of Sale system includes retail management software that will track all inventory, sales and customer information for your company. 


Quickbook Premier Retail Edition
 
  Overview Tour
What's new in QuickBook Premier Tour/Video
Comparison Chart
QuickBook Reports
More Info

QuickBook Point of Sale
 

Overview Tour
Comparison chart
Overview of QuickBook Point of sale features
 

 

 

QuickBook Premier Retail Edition
accounting for retailers
 integrates with QuickBook Point of Sale

QuickBook Point of Sale software
(QuickBook Premier sold separately)
Special this month: Receive Free set-up & training on POS systems when purchased by phone from QBalance.com - call 800-216-0763 to place your order.

You must call and speak with a POS specialist before purchasing
call 800-216-0763 

Single User

$ 349.95 Software Alone Software and
Hardware

2 User

$ 549.95 Basic
Pro
Multistore
$ 1500
   2000
$ Call Us
Basic
Pro
Multistore
$ 2074.95
$ 2574.95
$ Call Us

3 User
(single user licenses can be added for a max. of 5 users)

$ 829.95
  QuickBook point of sale software packaged with Barcode Scanner
Receipt Printer, Credit Card Reader, and Locking Cash Drawer
 

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QuickBook Premier
Retail Edition

QuickBook
Point Of Sale

 


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Comparison Chart to the
4 desktop Versions of QuickBook
  • QuickBook Simple Start-no industry specific version
  • QuickBook Pro - no industry specific version
  • QuickBook Premier has 6 variations- 5 industry specific and 1 standard
  • QuickBook Enterprise has 6 variations -5 industry specific and 1 standard


Advantages of
QuickBook Pro and QuickBook Premier

Comparison Chart

Difference between QuickBook Premier, QuickBook Pro and QuickBook Simple Start for the PC

All of the QuickBook software and editions will invoice, pay bills, track receivables, sales tax, and Payroll (tax tables sold separately- Simple Start does not do payroll)  and organize all your financial information in one place so you can quickly and easily find the information you need. Each version builds (adds features, bells & whistles).

Features found in QuickBook Premier & QuickBook Pro
not found in QuickBook Basic or Quickbook Simple Start

All QuickBook Premier Versions QuickBook Pro QuickBook Simple Start
Estimates, Invoicing, track receivables, write checks,  sales tax, financial reports x x x
Payroll management, accounts payable, purchase orders, inventory tracking, robust reporting, Download banking and credit card transactions,  password protect closing date, Import from Quicken, Class/Departmental tracking, customize forms, Undo reconciliations, print packing lists and labels, add users, track milage, track loans/interest,  track employee time x x  
Email sales orders x    
Tracks sales orders, inventory components and finished goods or "assemblies". Great feature for tracking backorders x    
Create forecasts and business plans x    
Print shipping labels from invoices, improved print for packing slips x x  
Customize prices - up to 100 different prices levels per item by percent. Now you can assign a price for each item per customer. Use for a customer name or to a customer group x
Inventory Center x    
Batched invoicing for time and expenses x    
Customize prices - up to 100 different prices levels per item by percent. Now you can assign a custom price for each item per customer. Use for a customer name or to a customer group  x  
Auto reverse journal entries x
Remote access x    
Email invoices, statements, estimates,
POs, sales receipts, credit memos, reports
x x  
Job costing, time tracking by job, estimate forms x x
Flexible customer statements x x  
5 simultaneous user option available at additional cost x x  
Integrates with Microsoft products including Excel and Word plus capable of integration with 3rd party add on software for greater efficiency x x  
Create budgets x x  
Calculate and track loans with loan manager x x
Vehicle mileage tracker x x
 FREE QuickBooks support included for 30 days from software registration

 
Buy Now Accountant
 
Professional
 
Contractor
 Nonprofit
 Mfg/Whlesle
 Retail
 Standard
Buy Now Buy Now
The following features found in Premier, Basic, Pro are excluded from the QuickBook Simple Start
  • Memorize transactions for recurring transactions such as loan payments, rent, monthly invoices to customers
  • Robust reporting capabilities. (Simple Start includes essential reports)
  • Download banking and credit card transactions
  • Password protected closing date to prevent changes to prior periods
  • Import Quicken data
  • Class/Department tracking
  • Manage Payroll
  • Industry specific chart of accounts
  • Customizing Forms (Simple Start -can only add a logo)
  • Inventory items, service items, non-inventory items, & other items for tracking product you buy and product you sell.  (Simple-start - no inventory, limited flexibility for items)

Reminder - the above features ARE NOT included in Simple Start.



Comparison of Premier, Pro and Basic

 

 


 

Why Upgrade?

Need more
information?

Industry Specific
Editions



 

 

 

QuickBook checks at 45% discount

Need QuickBook 1099 & W2s?

Books to learn QuickBook

  Top
Industry versions have
QuickBook Premier features Plus
QuickBook Premier feature comparison
Benefits of industry editions of QuickBook Premier
  Accountants Professional
Services
Contractors NonProfit Mfg
 Wholesale

New-
Professional financial statements and supporting documents using familiar spreadsheet like tools. Create title pages, compilation letters, footnotes. Start with over 20 layouts and customize each clients financial statements
(additional Software purchase required -$150)

x        
Working Trial Balance with workpaper reference column x        
Customized set-up including Chart of accounts developed for your industry, forms and reports for your industry   x x x x
Specific Help topics written by an industry expert all helptopics for all industries x x x x
Customized reports all industry specific reports x
read more
x
read more
x
read more
x
read more
A sample company file with two years of data x x x x x
Track and print change orders x   x    
Integrated fixed asset manager- calculates depreciation x        
Special AJE function provides traditional Adjusted Trial balance & an AJE report. Works with add-on Financial statement reporter software x        
Special notes Remote Access gives accounting professionals the ability to access and work on their clients' QuickBook (2002 or greater)  files from a remote computer with client permission. Track billed and unbilled time by person, project or activity.
Billed vs. proposal by project report. Expenses not assigned to projects & unbilled exp. by project reports
Great reports:
Expenses not assigned to Jobs.
Unpaid bills by job.
Unpaid job bills by vendor.
Job costs by vendor.
Job costs detail.
Customized letters that integrate with the donor/ member list in QuickBoosk to Word letter writing software Document materials that do not meet specs.
with the non-conforming materials worksheet
Capture and enter defective materials details.
 FREE QuickBooks support included for 30 days from software registration Buy
Now
Buy
Now
Buy
Now
Buy
Now
Buy
Now

Click here: Retailers Edition




Industry Specific QuickBook Premier

 

 

 

What are added features of
QuickBook Premier?

 

 

 

Why Upgrade?

 

 

 

 

QuickBook checks at 45% discount

Need QuickBook 1099 & W2s?

Books to learn
QuickBook

QuickBook Overview & Learning Tutorials
Why QuickBook is better than Spreadsheets
QuickBooks Tours on how QuickBooks Works
 
QuickBooks Premier-
Learn what is unique about each of the Premier editions:
Accountants Edition Overview Tour
Professional Services Edition Overview Tour
Manufacturing and Wholesaler Overview Tour
Contractors Overview Tour
Nonprofit Overview Tour
Retail Edition Overview Tour
Point Of Sale Overview Tour
Mac users click here
 
Simple Start Tours:-
a very basic edition a great introduction to computerized accounting
Whats new QuickBook PRO
Whats new QB Premier
What QuickBook can do for you
Simple Start Tutorials
Invoicing a customer
Receiving money from a customer
Making a deposit
Setting up a checking account
Writing Checks
QuickBook Pro  Premier and Enterprise All your key information in one place 
QuickBook Shipping Manager
QuickBook Tutorials Overview of QuickBook Accounts
Adding and using QuickBook Accounts
Adding and using QuickBook Items

Write Checks and pay bills in QuickBooks
Invoice and customer payments
Customize Forms in QuickBook
Multiple Currencies

Online Banking Part 1
Online Banking Part 2
QuickBook Reports
Works easily with Word, Outlook & Excel

How to track daily sales -
  Form available in QuickBook Premier Retail Edition
  Or you can customize it yourself in QuickBooks Pro
 
QuickBook Premier
Remote Access

Understanding Sales Order Workflows
Understanding sales order fulfillment
  available in Mfg/Whole, Retail, & Accountants Editions
Managing costs with the Bill of Materials


QuickBook                

Why Upgrade?

For customized training or support call us 800-216-0763. QuickBook support packages, (telephone, on-site and remote assistance) to help you get up and running (or clean up existing problems). 

You can upgrade/convert data files from the following QuickBook/Intuit products to QuickBook 2016 Pro, Premier and Enterprise editions:

QuickBook: Simple Start Online Edition
QuickBook for Windows Versions 5.0 - 2015
QuickBook Pro for Macintosh Versions 2010, 2011, 2012, 2013, 2014, 2015
QuickBook: Online Edition
Quicken for Windows: Versions 98 through 2015
Quicken Home & Business: Versions 98 through 2015

Premier & Enterprise editions of QuickBook includes the same great features as QuickBook Pro but:
adds value by collecting more data, shortening the learning curve, and  includes time saving features and better controls.  

QuickBook Simple Start is a product that has been stripped of all bells and whistle included in Pro, Premier and Enterprise QuickBook Editions.  it handle basic accounting for a company with very  simple bookkeeping needs.

Take a few minutes, watch the overview tours to help you understand the difference between versions.   Also watch all of these tutorials. You will find them helpful in understanding computerized accounting and QuickBookks.
click here.for more information  about the differences between versions

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This month we will contribute 10% of our profits from sales of QuickBooks Software to the American Cancer Society when you purchase through a link on this webpage.

Why Upgrade QuickBook

from QuickBook

  • QuickBook 1999

  • QuickBook 2000

  • QuickBook 2001

  • QuickBook 2002

  • QuickBook 2003

  • QuickBook 2004

  • QuickBook 2005

  • QuickBook 2006

  • QuickBook 2007

  • QuickBook 2008

  • QuickBook 2009

  • QuickBook 2010

  • QuickBook 2011

  • QuickBook 2012

  • QuickBook 2013

  • QuickBook 2014 

  • QuickBook 2015
     

 

 

QuickBook 2016 Added to all versions:

When you open QuickBooks see the New Insight tab on the home page:
Get a quick snapshot of how your business is doing.  To customize for exactly what you would like to see, click on the gear icon top right corner of tab
 and choose from Profit and Loss, Top customers by sales, Business growth, Previous year expense comparison and a few others. 

Bill Tracker is a new feature:

All in one place, view your purchase orders, unpaid bills and even bills that are overdue or what bills were paid in the last 30 days. Purchase orders can be converted to a bill from this Bill Tracker (look under actions). Each tab can be grouped by date or vendor. 

Bulk Remove Feature within the Send Forms screen is new this year:

This would be very handy in keeping your Send Forms screen in QuickBooks from getting overly full of various forms, that have not yet been emailed.  Click on all the forms you want to remove at one time and then click on the remove button.

Reports have a new filter:

This Fiscal-Year-to-Last-Month filter can now be used in filtering your reports up through the end of last month.

New Search filter:

Whether you have open an invoice, sales receipt, purchase order or bill, now you can use the search option to find a particular line item.

Item Reports - with custom field filtering now available:

Item reports such as: Inventory Valuation, Stock Status, Shortage, Physical Inventory Worksheet, Pending Builds, and
their variants can now filter on custom fields within QuickBooks 2016 versions. 

New Respect Delete Permissions:

This is a user permission. Previous versions, even if the user did not have delete permissions, they could delete what they
created within the same session.  Now, the user must have delete permissions enabled in order to be able to delete within
any user session.


Customer Payment screen (only available in QuickBooks Enterprise version):

If you have a need to search for a particular payment, you can now sort on any column within the Customer Payment screen and
quickly find the transaction you are looking for.

Batch Delete Transactions (only available in QuickBooks Accountant version):

This is a new function allowing you to batch transactions that can be deleted or voided all at once. 

 

QuickBook 2015 Added:

Income Tracker-
Money bar gives total of your unbilled, unpaid, and paid  Estimates, Time & Expenses, Sales Orders, Invoices transactions
A new tab has been added to the money bar for Time & Expense. You can now see any customer time or expense that has not yet been billed.
You can control which details you want to see.

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

New for QuickBooks Admin user -
No more waiting for an employee to come back from lunch to save, if necessary, their unsaved report or sales form and close down their QuickBooks.
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. 

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


Billable Time and Costs
-
Invoicing a customer and open the add billable time window.
The 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.

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
Must have a Pro Advisor membership or subscription to QuickBooks Accountant Plus and
log into a clients file, as an External Accountant user and access to the Accountant Toolbox.

 

QuickBook 2012 Added :

2012 Improvements QuickBook Mac - Click here


 
Recent New Features Found in the QuickBook Edition -
feature details are discussed below this table
QuickBook
Pro
QuickBook
Premier
QuickBook
Enterprise
QuickBook Enterprise Advanced Inventory
Automatic price adjustments on inventory/non-inventory items in QuickBook     X X
Serial and lot number tracking, multi location inventory tracking  in QuickBook       X
First in First Out inventory valuation in QuickBook       X
Price level Capacity (number of unique price levels)   100 750 750
Enhanced Inventory receiving ( the item receipt and the bill are now 2 separate transactions)     X X
Find and Select groups of items for any sales form- great time saver in QuickBook     X X
Inventory Center New in QuickBook   X X X
Batched invoicing for time and expenses in QuickBook   X X X
Batched time sheets (Crew timekeeping)  New in QuickBook X X X X
Document Center - attach documents for free if stored on your local server X X X X
Lead Center X X X X
Calendar View X X X X
Improved Memorized transactions X X X X
Improved To Do List in QuickBook X X X X
Condense data improvements X X X X
Custom reporting templates in QuickBook X X X X

Improvements only found in QuickBook Enterprise 

  • Automatic price adjustments in QuickBooks Enterprise. Set a default markup percentage for each item, when the cost price changes, you can elect to automatically update the selling price by the markup. The setting includes an option to always update the cost, but ask before updating the price.

  • Now available up to 750 price levels (prior QuickBook editions only included 100)

  • Advanced inventory users (extra fee of $699/year) New features in QuickBook Enterprise 12
    Offers a view of inventory by location in the inventory center.
    First in First Out inventory valuation rather than average cost is an optional choice - and select your start date
    Multi-location inventory tracking (came out last year- however worth mentioning again!)
    Serial number OR Lot number tracking - select which forms you want to show the Serial numbers or lot numbers
    QuickBooks can be set to warn if the serial or lot number is blank, duplicated or does not exist.

  • Enhanced Inventory receiving - The item receipt and the bill are now 2 different transactions. An item receipt will increase inventory as of the received date but not increase accounts payable instead it will increase a clearing account, the bill will increase accounts payable based on the date you enter the bill, which will NOT change your inventory values, instead it will post to the clearing account. So after posting 1 item receipt and its related bill, the clearing account will be zero. This feature may cause conflicts with third party software you are currently using. Definitely a must implement for NEW QuickBooks files; for existing files, be sure make a backup, do a test and have your accountant help you decide if it should be turned on.

  • Find and select added to invoice, sales orders, and sales receipt forms. Now easily find the item without endless scrolling

  • Improved Multi-user Functionality - In QuickBooks Enterprise v12
    Multiple people can Make Deposits. Set Closing date and resorting lists now can be executed without being in single user
    mode.

Improvements found in QuickBook Premier and in QuickBook Enterprise

  • New inventory center (attach image only available in QuickBook Entrprise)

  • View in one window Quantity 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.

  • Premier users can access the inventory center from the Vendor menu > Inventory Activities > Inventory Center
    Enterprise users will have an inventory center on their icon bar


    QuickBooks Inventory for sale
     

  • QuickBook Premier and Enterprise now includes Batched Invoicing for time and expenses


Improvements found in QuickBook Pro, QuickBook Premier and in QuickBook Enterprise

  • Improved search which will search for any customer, transaction, amount, the results pop up in
        a new window which includes additional filtering capabilities



    QuickBooks 2013 great new value

     
  • Calendar View of transactions entered and due, along with a much improved TO DO feature.
        In QuickBook 2013 you now have the ability to assign a date, time, customer or vendor name to the To do. 
  •  New Lead Center- this is the first step towards updating QuickBook with a CRM module.
        IT is currently NOT a CRM but a great step in the right direction. Its like CRM for beginners. In QuickBooks leads can   
        be converted to customers, leads can have multiple contacts. 
  • Improved help menu, will make getting answers in QuickBooks even easier
  • Batch time Entry for those contractors with multiple employees working the same job (Crew time sheet entry),
         Time entry just got easier!
  • 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 - a frequency of every two months.
  • Excel integration has been improved in QuickBook 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
        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 2013
  • USPS adding to shipping manager
  • Contributed Reports- Report writing can be tricky for the novice user.  In QuickBook 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 QuickBook user time and money!
  • Attached Documents to QuickBook lists and transactions is not new. However, it is now FREE with QuickBooks if you save your documents on your local computer/server.  QuickBook will keep the documents in a folder named ATTACH found in the same location you keep your QuickBook 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 QuickBook.  Plus you will need to
    backup this folder yourself!  It is not part of the QuickBook Backup.
  • Improved Company file condense. - QuickBook is 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.
  • New Transaction tab - QuickBook now includes a transaction tab on transactions - view linked transactions and
         summary data in the same window
  • No Company File Open -   QuickBook   all versions now includes an edit list option to remove files you no longer need to access on a regular basis

QuickBook 2011 Added :
 

  • Customer Collections Center -The QuickBooks 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 includes quantity totals on sales detail reports ( Sales by customer detail, Sales by Item Summary
  • New- Sales by Ship to Address in QuickBooks editions 2011.
  • New - average days to pay report , providing you with information on how quickly your customers pay.
  • Improved QuickBooks reports - Open Sales orders and Purchase orders Reports, now with a true value of open balance (Premier and Enterprise)
  • Preference 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
  • Batch Invoicing - create one invoice and assign to a batch of customers in Quickbooks! Great for monthly services
  • Customer Snapshot tab in the 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 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.. a preference with the set closing date allows
    you to exclude estimates, sales orders, and purchase orders from closing date restrictions.
  • Multilocation inventory - requires QuickBooks Enterprise edition v 11.0
  • Online backup- improved- enabling a significantly better QuickBooks user experience
  • QuickBooks Search- within QuickBooks - searches all fields for key word terms
  • Web E-mail integration with QuickBooks - 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
  • 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
  • Have two companies open at the same time  (Enterprise Editions only)
  • The inventory availability window existing on the invoice and sales orders is now available in the purchase order transaction-
    QuickBooks Enterprise Editions only.
  • Now edit your spelling dictionary- you can now delete missspellings.
  • A small but great 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
  • Now a spot for separate Ship to addresses in the QuickBooks vendor center

QuickBook 2010 Added :

  • Forms Customization - Easier and faster for users to make QuickBook 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 QuickBook 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 QuickBook 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 QuickBook 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 QuickBook 2008 edition! or, enjoy the current improvements.)
  • Document Management - All Desktop editions, QuickBook Document Management is the ability to attach files of any type to the appropriate QuickBook 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 QuickBook List Entry is a new feature that allows user5s to enter, edit and save multiple QuickBook 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)

    QuickBook 2013- now get preauthorization on QuickBooks Credit Cards
    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 QuickBook installation wizard.
  • Backup / Restore data compression - Improved QuickBook backup storage compression logic.
  • Condense / Archive - Improved QuickBook logic to more reliably reduce the amount of data in the company file, and improve the day-to-day performance of QuickBook.
     
  • 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 QuickBook 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 QuickBook 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

QuickBook 2009 Added :

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)

All Editions:

  • One user can create an invoice while another user is running a report
  • QuickBook 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
  • Microsoft Vista Logo Certified
  • Duplicate a transaction
  • Right-click to delete list items
  • Multi-Currency. QuickBook 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
  • 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
  • QuickBook Live Community. - Post your question for thousands of accountants and other QuickBooks users for help
  • New Company Snapshot. real-time overview of your business
  • Price level list now applies to service items used on bills.

QuickBook 2008 Added - key features:

Click to run a "Whats new video" for QuickBook Version 2008

All Editions:

  • Introducing context sensitive help, designed to provide new users with an enhanced start up experience.

  • 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

  • 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


QuickBookSimple Start

  • Track Thousands of Customer and Vendor Contacts in free Simple Start .

  • Now supports Payroll! (additional fees may apply)

QuickBook Pro, QuickBook Premier & QuickBook Enterprise

  • Easily send invoices, sales receipts and other forms using Outlook and Outlook Express.
    Send emails directly from QuickBook using Outlook or Outlook Express.
    Sync your contacts in Outlook with your contacts in QuickBook.
     

QuickBook Premier & QuickBook 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

QuickBook Simple Start

  • Customize invoice forms (already available in all editions but now easier to use)

  • Sub Accounts are now available (a feature that is already included in all other editons)

QuickBook Pro, QuickBook Premier & QuickBook Enterprise

  • QuickBook 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)
  • QuickBook 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. 
  • 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)
  • Price levels now show up on estimates.
  • QuickBook 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 the latest versions.  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


Accountants will purchase the QuickBook Premier Accountant Edition
which works with any same year version of Simple Start, QuickBook Pro and all editions of QuickBook Premier
Accountants will purchase the Accountants Edition of QuickBook Enterprise which
works with any edition of QuickBook Enterprise

  • 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
  • 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).
  • Enterprise now can add up to 100,000 list items (names, items, classes)
  • 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 QuickBook - and in QuickBook 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.
    whats new in QuickBooks 212
     
  • Contractors edition will now keep track of when Vendors (subcontractors) workers comp certificate of insurance expires. QuickBook 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.
  • 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.

QuickBook 2006 Added - key features
 

QuickBook Pro, QuickBook Premier & QuickBook Enterprise

  • Whole new design for easier navigation.
  • 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 - QuickBook 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.

    QuickBook Premier and Enterprise
  • Manufacturer/Wholesale, Retail, and Accountant's editions: (not contractor's, professional, or nonprofits)
    • 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
    • Backorder functionality on purchase orders as well. POs will display a column for previously received and a separate backorder column
    • 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
    • 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

 

QuickBook 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 QuickBook. 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 QuickBook.
  • 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 QuickBook 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.

QuickBook 2004 Added - key features

  • Vehicle mileage tracker. 
  • 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.  
  • Email POs, sales receipts, credit memos, reports, sales orders (sales orders in QuickBook Premier & QuickBook Enterprise editions only)
  • Create POs from sales orders (QuickBook Premier & QuickBook 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.
  • QuickBook 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  Example - Best customer will receive 15 % off item 123 and 20% off item 345.
  • QuickBook 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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QuickBook 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  
QuickBook 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 QuickBook -read more

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QuickBook Simple Start
  QuickBook Pro
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QuickBook Accountant
  Professional Premier
  Contractor Premier
  Nonprofit Premier
  Mfg & Wholesale
  Retail Premier

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

QuickBook Help


Need help selecting the right QuickBook version?

Our Certified QuickBook Pro Advisors can help you choose.
800-216-0763

With over 20 years experience working with small business,  over 6 years leading QuickBook Seminars; hundreds of QB new installations. Ask for our help to make the right decision for your business.


 
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Try out QuickBook add-ons  that integrate with QuickBook.  Simplify the way you collect information to run your business.
.
Do you want to use QuickBook from remote locations?
QuickBook Online

QuickBook On-Line Edition simple to use, low cost, no maintenance, always up to date method of handling your accounting from any computer- anywhere.  Affordable, but lacks the advanced features of QuickBook Pro. Must have high-speed internet connection.  No no inventory, no sales orders, no purchase orders, no online banking, no online bill payment. Customer expense tracking, Class tracking, time tracking offered at an additional cost.   Payroll integration available . If your business does not require these features, QuickBook On-Line is the ideal accounting software solution.  Works well when your office is completely virtual with no staff to handle the daily recordkeeping.  QuickBook on-line's is always updated, no need to call in your computer expert guy  or take time from your busy day to update each of your workstations. Plus, the audit trail is more sophisticated than any other QuickBook product: Each transaction or change to a transaction is tagged with the user ID and reports by transaction with transaction history are easily retrieved,   Click on this link to
QuickBook Online and receive an additional  20% off Intuits prices. 

What QuickBook Online Edition can do for you:

Billing customers (invoicing) - print or email

  • Customize the style of your invoices
  • Create charges, billable expenses, and time activities that flow on to invoices
  • Accept Credit Cards from within QuickBook: Online Edition (Additional fee required)
  • Track expenses by customer (Additional fee required)
  • Schedule recurring charges and automate billing

Pay bills

  • Write and print checks
  • Enter and pay bills
  • Recurring bills template
  • Track credit card use

Reports -65 customizable reports plus -export to excel

Track time for employees and subcontractors, print 1099s


Click for a detailed description of the differences between QuickBook Online Edition and Quickbook Pro or QuickBook Premier

Remote access is also available in QuickBook Premier. Premier offers remote access for up to 5 users with all the sophisticated accounting and tracking features that help you manage your business. If you need assistance determining which product to purchase, give us a call, our CPA's and certified QuickBook Pro Advisors will be pleased to offer assistance. 

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Software Limitations
QuickBooks Limitations
List Name

Items

Sales Tax Codes 10,000 
Chart of Accounts 10,000  (100,000 Enterprise)
Items (Inventory, Service
Non-Inventory, other)
14,500 ( 1,000,000 Enterprise)
Sales Tax Codes 10,000
Price Level 100 ( 750 Enterprise)
Billing Rate Level 100
Payroll Item 10,000
Class 10,000 (100,000 Enterprise)

Name
lists combined

Customer:Job, Vendor, Employee,
Other Names

14,500 (1,000,000 Enterprise)
 
Sales Rep 10,000
Each Type
(QuickBooks Pro & higher)

Types:
Customer
Vendory
Job Type

10,000  (100,000 Enterprise)
A/R & A/P Terms 
Combined
10,000 (29,000 Enterprise)
Customer Message 10,000 (100,000 Enterprise)
Payment Method 10,000
Ship via 10,000
Templates 14,500
Memorized Transactions 14,500
(QuickBooks Enterprise - 50,000)
To Do 10,000 (100,000 Enterprise)
Memorized Reports 14,500
(QuickBooks Enterprise - 29,000)

Enterprise Solutions - unlimited  names and items (limit of 10,000 classes) but performance begins to degrade around 100,000.  Up to 20  simultaneous users. Call us to let a technical expert help you determine if QuickBook Enterprise is the right choice 800-216-0763

While QuickBook provides tremendous accounting capabilities, the following is a situation where it might be a good idea to use a 3rd party inventory product that integrates with QuickBook rather than the QuickBook Inventory feature:

Companies that require an inventory method other than average cost (such as FIFO or LIFO) may not want to use the inventory feature

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Installing on more than one computer You can install  QuickBook Pro (single user) on more than one computer when the purchaser continues to be the only person using and starting the program on any of the computers. This may be useful, for example, when you want to use QuickBook on your office, home, and portable computers. Because the only person starting and using the program is the software owner, this complies with the QuickBook license agreement. For more information on the license agreement: From the QuickBook Help menu, choose Help Index. Type 'license agreement' in the search field, and then click Display. Top
 

..


QuickBook for Mac


Click on the Price
to buy QuickBook Mac at QuickBook secured store

Overview Tour
Features of QuickBooks Pro for Mac

Compare Quicken and QuickBooks Pro for Mac
buy QuickBook for the Mac
QuickBook For Mac
 Single User $199.95
Two User $349.95
Three User $499.95

 

QuickBook Mac 2016 NEW FEATURES

  • Improved launching QuickBooks Mac and better performance
  • Timesheets are easier to fill out
  • Forms - Invoices, Sales Receipts, Bills, Payments - columns can now be resized.
  • Print directly from QuickBooks Mac to Envelopes

QuickBook Mac 2012 NEW FEATURES

  • Redesigned forms - New customer history panel displays customer info for easy review including open invoices,
    open balances, notes, plus see a list of transactions
  • Process online banking transactions in batches-QuickBook automatically creates rules to rename payees downloaded from
    your bank, you can then batch enter transactions easily
  • Integrated help
  • Improved search in QuickBook Mac
  • Progress invoicing now available in QuickBook Mac.  It allows you to invoice projects in phases. Invoice by line item or percentage of the estimate. Track how much has been invoiced and what is left with the Job Progress invoices vs Estimate Reports
  • Journal entries now have a next/previous button, auto numbering, and auto-fill of the memo field
  • Duplicated the last time sheet for an employee plus increased character limit in notes section
  • Set default bank accounts for banking tasks (make deposits, write checks)
  • Right click of the mouse displays options saving time
  • Improved Forms Additional company fields ( email address, website, phone & fax) available in the layout designer
  • Clear splits in write checks and bills in QuckBook Mac
  • Increased PO number field limit on invoices

QuickBook Mac 2011

  • Mac Users - Requires Mac OS X v10.5.4
  • Now more of the best features of QuickBook 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
     
  • QuickBook Pro for Mac

    • Built for Mac OS X (Versions 10.2.8 and 10.3.5) and does not support Mac OS9.
    • QuickBook for the Mac may not be the best fit if you prepare your own payroll and are seeking integrated payroll features. QuickBook for windows has a robust payroll features offering payroll check preparations, 941 preparation, state form preparation (features sold separately)
    • Does not offer multi-user capabilities. In other words, two people cannot be working on the same QuickBook company data file at the same time.

QuickBook Mac 2007 New Features:

  • Whats new 2007 see tour
  • Print itemized deposit slips from QuickBook
  • Apply a single customer payment across multiple jobs
  • Design and print customized forms: estimates, statements, invoices, sales receipts, purchase orders
    Now comparable to QuickBook 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 QuickBook with  address book- See Tour
  • Share QuickBooks data file with Accountant  (see tour) who can open edit and save changes for you


New QuickBooks 2006 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.
  • QuickBook Pro for the Mac now matches Quickbook Pro for windows making it easier to find training, get accounting support, and ask other Quickbook 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

QuickBooks 2005 converting Mac files to PC and Back to Mac
Now your accountant can convert your Mac QuickBooks Files to a QuickBooks PC file, make changes and convert back.
Learn how 

New QuickBook 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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QuickBook Pro
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Benefits of using the QuickBook program:



Increase Efficiency:

QuickBook helps you save time and be more efficient, with easy-to-use tools to help you more quickly manage your business finances.

Improve Accuracy:
QuickBook has tools designed to help you accurately enter and keep track of the information you need for taxes or other purposes. QuickBook helps you organize your information, backup data and control access to critical information, so you have accurate data at your fingertips whenever you need it.

Customization Options to Meet Your Needs:
Since each business is different, QuickBook allows you to customize it to fit your particular needs.

Manage Money More Effectively:
QuickBook realizes that every dollar counts, so it helps you find ways to save money today and manage money effectively for longer-term savings. 

The features and functionality you pay extra for in QuickBook Premier software will pay for itself in the reduced set-up time plus and a customized set-up that reduces mistakes. The added QuickBook Premier software functionality will help you manage your business and understand your finances like no other accounting package.  So if you are a retailer, professional services firm, accountant, manufacturer or wholesaler, contractor or nonprofit, select QuickBook premier. QuickBook Premier will reduce stress and aggravation that generally accompanies the process of change and learning something new, plus shorten your learning curve saving valuable employee time.    If there is no industry specific QuickBook Premier software for you, consider purchasing the QuickBook Accountant Premier Version - it comes with all of the help menus, sample company files of all the other Premier software products. This is a great opportunity to see how other companies handle transactions that you may also encounter. We here at QBalance.Com use the Premier Accountant Edition to provide QuickBook support to all our customers.   When remote access, sales orders, emailing forms, pdf reports, forecasts, advanced help features, or the other functions that differentiate QuickBook Premier from QuickBook Basic and QuickBook Pro are not needed to run your business, QuickBook Pro and QuickBook Basic are still the number one selling small business software because of their sophisticated accounting features. No other software is as flexible and forgiving to those who are not accountants or bookkeepers. Mistakes are easily rectified and reports are easy to create and interpret.

We would be happy to offer assistance to selecting the QuickBook software product that is right for your company when you make a purchase through this site.
    
Intuit is the software developer of QuickBook Basic, QuickBook Pro, and QuickBook Premier.

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