| |
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Guide to buying QuickBooks software
|
Now Selling
QuickBooks 2012
10-20% Savings
|
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Free
QuickBooks Manual
E-Guide: 500 pages of expert how-to's
and screenshots. Call in your order to purchase QuickBooks
800-216-0763 |
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Now Selling
in CD or Downloadable format:
 |
Free Shipping
or
Download Format
for orders placed within the USA
|
Are you located
outside the USA?
USA
QuickBooks versions are now available for purchase
(Downloadable format only) in the following countries
Australia, Brazil, China, India,
Mexico, Philippines, United Arab Emirates |

Accounting Software |
|
Now
is a good time to
upgrade from QuickBooks versions 2011, 2010, 2009, 2008, 2007,
2006, 2005, 2004, 2003, 2002, 2001, 99, and earlier.
QuickBooks Premier, QuickBooks Pro, QuickBooks Basic
Software,
QuickBooks Simple Start and QuickBooks Enterprise Editions |
QuickBooks Accounting &
Bookkeeping Features |
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1 user, 3 user editions |

1 user, 3 user editions |
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5 user, 10 user,15-30 user
editions |
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All desktop
QuickBooks software come with a
60-Day Money-Back Guarantee. Try QuickBooks 2012
software for 60 days, if you are not satisfied, return
it with a dated receipt for a full refund of purchase
price.
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|
What's new in 2012
QuickBooks
comparison, description, & guide for help
choosing QuickBooks
Definition of a QuickBooks user license
For assistance in selecting the right QuickBooks
Software for your business, call
800-216-0763
Free standard ground shipping
for all purchases!
|
..
|
Standard Editions of QuickBooks |
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QuickBooks Premier Professional Services Edition
Watch QuickBooks
Tours
great basic training!
|
|
Now there’s simply one price for each version of
QuickBooks with no price
penalty for purchasers who are new to QuickBooks. Lower pricing for
everyone without the hassles of rebate forms.
| |
Comparison Chart |
Free shipping plus
1 year free support |
| |
Free shipping or Download
Now! |
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Click on the Price to buy from the QuickBooks secured store
Features of Premier and
QuickBooks Pro:
Overview tours: |
QuickBooks Premier 2012
Your industry |
QuickBooks Pro 2012
|

QuickBooks Simple Start
Online
|

QuickBooks Enterprise Solutions 2012
Call
for upgrader or switcher pricing
800-216-0763
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Videos/Tour** |
View Tour** |
View Tour** |
|
View Tour** |
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Single User |
$320 |
$184 |
Monthly |
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Two User |
$600* |
$368* |
x |
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3 User Pro/Premier
(single user licenses can be added for a max. of 5 users) |
$800* |
$520* |
x |
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UP to a 5 user
|
x |
x |
x |
MSP
3000 |
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UP to a 10 user
|
x |
x |
x |
MSP
5000 |
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UP to a 15 user
|
x |
x |
x |
MSP
7000 |
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UP to a 20 user
|
x |
x |
x |
MSP
9000 |
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UP to a 25 user
|
x |
x |
x |
MSP
11,000 |
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UP to a 30 user
|
x |
x |
x |
MSP
13,000 |
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* The landing page of the
links above will display a single user license - by clicking Buy
Now, you will arrive at the shopping cart where you will be able to
select the number of users you need for the price listed on this
website. |
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|
Why should I upgrade?
QuickBooks Training
All desktop
QuickBooks software come with a
60-Day Money-Back
Guarantee. Try QuickBooks 2012 software for 60 days, if you
are not satisfied, return it with a dated receipt for a
full refund of purchase price.
QuickBooks Installation Instructions -Stand Alone & Networked
Computers
Top
|
.
All industries will ship on one CD - you will choose your industry when installing on your computer.
Features of all Premier editions
Overview Tour
Retailers
|
 |
The links below require one more
click to get to the POS version so look for these
links and click accordingly:

Overview of QuickBooks Point of sale features (pdf
file)
|
Software Alone
Comparison
chart |
|
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 |
New User
Basic
Pro |
$
1000
$
1500
|
|
Software & Hardware |
Basic
Pro
|
$
1600
$
2100
|
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Overview Tour
Ring up a sale faster
Customer tracking
Inventory tracking |
QuickBooks Point of Sale software packaged with: Barcode Scanner Receipt Printer, Credit Card Reader & Locking Cash Drawer
|
Multistore - call 800-216-0763
Point of sale will track
Recommended for: Retailers who process more than 30 sales per day and who need "card present"
processing (Internet/ phone), who want to use Point of Sale Hardware: Bar Code Scanning, Receipt Printer, Touch Screen Processing,
and Cash Drawer, etc. QuickBooks POS also handles Multiple Retail locations
QuickBooks Point of Sale system includes retail management software that will track all inventory, sales and customer
information for your company.
Integrates with QuickBooks Pro, Premier, Enterprise
More information on Quickbooks Point of Sale Edition |
Buy
QuickBooks Premier Retail
$320 $600 $800 1 user
2 user 3 user |
Overview Tour
Comparison Chart
QuickBooks Reports
More Info |
(*single user licenses can be added
for a max. of 5 users)
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.
|
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Link to:
QuickBooks Training
Top
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For assistance in selecting the right QuickBooks for your business, call
800-216-0763
What are the unique features of each Premier Edition?
Buying Tip:
If you have a tad of computer & accounting savvy, buy the
Accountant Edition - it includes every feature of every edition PLUS MUCH MORE at the same price.
Compare Premier Editions
If you are a novice bookkeeper and computer user, purchase the QuickBooks Premier developed for your
industry, you will be up and running quicker, and more accurately than with QuickBooks Pro.
For assistance in selecting the right QuickBooks for your business, call
800-216-0763
Compare features
Watch more tours
Whats new in 2012 and prior editions
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|
WATCH THE FOLLOWING QUICKBOOKS
ACCOUNTING SOFTWARE TOURS AND
DEMONSTRATIONS Even if you are considering QuickBooks Premier or QuickBooks
Enterprise, these tours will prove very helpful in understanding how to use
QuickBooks.
Why QuickBooks is better than
Spreadsheets
Learn what is unique about each of the Premier editions:
QuickBooks Premier
Accountants Edition Overview Tour
QuickBooks Premier Professional
Services Edition Overview Tour
QuickBooks Premier Manufacturing and
Wholesaler Overview Tour
QuickBooks Premier Contractors Overview Tour
QuickBooks Premier Nonprofit
Overview Tour
QuickBooks Premier Retail
Edition Overview Tour
QuickBoos Point Of Sale Overview Tour
Mac users click here
The following mini-tutorials will provide
you with an understanding of how QuickBooks works:

Why Upgrade?
For customized training or support call us 800-216-0763.
QuickBooks 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 QuickBooks/Intuit products to QuickBooks
2012 Pro, Premier
and Enterprise editions:
QuickBooks: Simple Start Online Edition
QuickBooks for Windows Versions 5.0 - 2012
QuickBooksPro for Macintosh Versions 4.0, 5.0, 6.0, and 2008, 2009,
2010, 2011, 2012
QuickBooks: Online Edition
Quicken for Windows: Versions 98 through 2008, 2009, 2010, 2011
Quicken Home & Business: Versions 98 through 2008, 2009, 2010,
2011 |
Premier & Enterprise editions of QuickBooks
includes the same great features as QuickBooks Pro but:
adds value by collecting more data, shortening the learning curve,
and includes time saving features and better controls.
QuickBooks Simple Start is a product that has been stripped
of all bells and whistle included in Pro, Premier and
Enterprise QuickBooks 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
|
QuickBooks Pro, QuickBooks Premier & QuickBooks Enterprise:
Features:
Includes built-in tutorials, onscreen help, and free QuickBooks
callback support for 30 days following registration
Tracks all your financial information in one place, including
sales, expenses, and business loans
View customer, vendor, employee, and payroll information exactly
the way you need it: with contact information, transaction
histories, and balances, all visible in a single screen.
Share data easily with Excel, Word, and Outlook; easily convert
Peachtree data to QuickBooks
Product Description
QuickBooks 2012 provides standard accounting and business
tools for organizing your finances with ease. Start fast and get
help when you need it with built-in tutorials, onscreen help,
and free unlimited QuickBooks self-help support. As always, your satisfaction is guaranteed or your
money back!
Manage the finances of your entire business, on a single screen:
Accounting tasks, payroll¹ and routine paperwork are made easier
with the new home page that lets you manage your entire business
on a single screen. Boost efficiency with direct access to key
tasks and information, Time Tracker¹ lets you
track hours from anywhere, using a timesheet on the Web;
download an entire set of timesheets from QuickBooks in one easy
step. Improved Payroll¹ Center, which now has a
review, confirm, and submit process that provides full
confirmation of payroll scheduling. Shipping Manager, at
no extra charge, converts sales receipts or invoices into
pre-filled FedEx or UPS shipping labels and forms, complete with
tracking numbers and bar codes. Track business loans and fixed
assets such as computers and other equipment, right along with
your other financial data. QuickBooks automatically reminds
users to include related expenses like vehicle expenses and
job-related mileage. Import customers, vendors, items from
Excel, or enter them on-the-fly as you pay bills and record
sales. Help is available from QuickBooks Support, on-screen
help, and active forums at
Intuit's
website where other businesses like yours share advise make it
easy to ask questions, and one-on-one support & training is
available here from our Certified QuickBooks Advisors
800-216-0763.
Pay bills, print checks, track expenses,
manage payroll¹, create customized estimates, invoices, purchase
orders, and reports. Advanced tools help you customize forms
with your company logo and additional information, such as terms
or the types of credit cards you accept. You can even add text
comments like notes, terms, conditions, transaction details and
total customer balances.
Monitor time and job costs: Track expenses automatically as you
pay bills. Create estimates and invoices in seconds. QuickBooks
Pro comes with pre-designed reports to help you make better
business decisions. Get the totals you need for tax forms
instantly, see profit and loss, view inventory on hand, and
more.
Merge QuickBooks data with Microsoft Word: QuickBooks comes with
a variety of customer and vendor letters that you can create
using Microsoft Word that merge information from QuickBooks,
such as customer name, address, and current balance.
With more than three million users, QuickBooks is the most
widely used small-business accounting software. It's recommended
by accountants over any other product. A 13-year history of
continuous improvement assures you of the simplest, most
flexible software for your business. QuickBooks is the
financial-management solution recommended by more accountants
than any other, and Intuit guarantees your satisfaction or your
money back.
¹Payroll- tax tables sold separately-
see more
Online timesheets - sold separately $7 per time tracker per
month
Simple Start software does not include many features listed,
see more
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Understand the differences
between QuickBooks Editions: |
Top
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Comparison Chart to the Versions
of QuickBooks
- QuickBooks Simple Start-no industry specific version
- QuickBooks Pro - no industry specific version
- QuickBooks Premier has 6 variations- 5 industry specific and 1 standard
- Need help selecting the right
product?
Call 800-216-0763 to speak with an expert.
|
Advantages of QuickBooks Pro and QuickBooks Premier
Tours/Demo
|
Difference between QuickBooks Premier, QuickBooks Pro and Simple Start
for the PC
for Enterprise click here |
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Features found in QuickBooks Premier & QuickBooks Pro not found in QuickBooks Simple Start |
All QuickBooks Premier
&
Enterprise Versions |
QuickBooks Pro |
Simple Start
Online |
Estimates, Invoicing, track
receivables, write checks, sales tax, financial
reports
customize invoices |
x |
x |
x |
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Payroll management (additional
subscription fees apply) |
x |
x |
x |
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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 mileage,
track loans/interest, track employee
time.¹QuickBooks tax tables/PR Forms are sold purchased
separately. |
x |
x |
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| E-mail sales orders
from within QuickBooks |
x |
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Balance Sheet by Class |
x |
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Tracks sales orders, inventory components and finished goods or
"assemblies"
(bill of material).
Create PO's from Sales orders - great for drop ship
orders.
Create invoices from Sales orders-
See differences between industry versions for
unique characteristics features |
x |
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| Create forecasts and business plans
and budgets in QuickBooks |
x |
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Customize pricing - up to 100
different price levels (discounted or premium added
as % to base price |
x |
x |
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| 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 |
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Or Now assign customized billing
rates per service by Employee/Vendor |
x |
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Auto reverse journal entries
and you can set QuickBooks to automatically repeat the
text
in the Memo field of the first line of the entry in each
subsequent line, set JEs number automatically |
x |
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Remote access to
your QuickBooks from any computer with hi-speed access. |
x |
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| Export report templates (useful when
setting up sister companies or for accountants creating report templates for clients) |
x |
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Print shipping labels from invoices,
improved print for packing slips |
x |
x |
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Email invoices, statements, estimates, POs, sales receipts, credit memos, reports
** Email in QuickBooks Pro requires Outlook set-up on
your computer |
x |
x |
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Job costing, time tracking by job |
x |
x |
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| Flexible customer statements |
x |
x |
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Simultaneous multi-user QuickBooks option available at
additional cost |
x |
x |
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| Integrates with Microsoft products including Excel and Word plus
capable of integration with 3rd party add on software for greater efficiency |
x |
x |
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| Calculate and track loans with loan manager |
x |
x |
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Export memorized report templates (a
feature you would want if you are working with
several company data files and would like to copy a
memorized report from one data file to another).
Although Pro does not export memorize report templates,
you will be able to
import memorized reports created by your accountant. |
x |
x |
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| Vehicle mileage tracker |
x |
x |
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Export to excel, creates letters and
envelopes in word using QuickBoosk data |
x |
x |
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Industry specific versions with
special features added - see below |
x |
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Reprint any prior period bank
reconciliation |
x |
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Batch Invoicing for Time and Expense-
Invoice time and expenses from a single list without
|
x |
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Inventory Center -
See whats
new |
x |
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Unit of Measure- track purchases in
one measurable unit while selling in another unit of
measure |
x |
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Closing date exception report |
x |
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QuickBooks Enterprise Editions
contains all the features of QuickBooks Premier but with a more robust data base engine,
greater security features with enhanced access restrictions,
and select between a 5 or 10 or 15 or 20 or 25 or
30 user editions. QuickBooks Enterprise is
recommended for rapidly growing data files larger than 30MB, support multiple locations, have between 20-250
employees.
Click Here for more information |
Buy Now:
Accountant
Professional
Contractor
Nonprofit
Mfg/Whlesle
Retail
Standard |
Buy Pro Now |
Buy QuickBooks Simple Start Now |
The following features found in
Enterprise, Premier, Pro
are excluded
from the QuickBooks Simple Start
- Memorize transactions for
recurring transactions such as loan payments, rent,
monthly invoices to customers
- Robust reporting capabilities.
(Simple Start includes essential reports)
- Track employees time and job
costs
- Download banking and credit card
transactions
- Password protected closing date
to prevent changes to prior periods
- Import Quicken data
- Shipping Manager
- Class/Department tracking
- Purchase Orders
- 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.
Features below are included in QuickBooks Pro
and/or all flavors of QuickBooks Premier and
Enterprise
QuickBooks Installation Instructions
-Stand Alone & Networked Computers
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|
Comparison of QuickBooks
QuickBooks Premier QuickBooks Pro
Why Upgrade your Accounting
Software?
Need more information?
Industry Specific Editions
QuickBooks checks at 45% discount
Need QuickBooks 1099 & W2s?
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)
|
Top
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Industry versions have
QuickBooks Premier features Plus |
QuickBooks Premier
feature comparison
Need help selecting the right version? Call
800-216-0763.
Download PDF file -
Comparison Chart |
Benefits of industry editions of QuickBooks Premier
Features listed are included in 1 or more Premier/Enterprise
Editions that are excluded from QuickBooks Pro |
| |
Accountants |
Professional Services |
Contractors |
Nonprofit |
Mfg Wholesale |
|
Create
Professional financial GAAP 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 |
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Working Trial Balance with workpaper reference column |
x |
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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 help
topics 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 |
|
Client Data Review- NOT just for
accountants! Perfect for easy month end review to make
sure you have been doing things right! |
x |
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Track and print change orders |
x |
|
x |
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Create invoices in letter format using
Microsoft Word |
x |
x |
x |
x |
x |
| Integrated fixed asset manager- calculates depreciation |
x |
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| Special AJE function provides traditional Adjusted Trial balance & an AJE
report. Works with add-on Financial statement reporter software |
x |
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Closing Date Exception report listing
all changes made prior to the closing date |
x |
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Toggle between Simple Start, Pro, and
all Premier industry specific editions. Easily see
features of all |
x |
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Review in one window how much of an inventory item is on hand,
how much has been committed to customers, amt expected
on POs , and how much is pending for
builds (also included in Retail Edition)
See whats new in QuickBooks
for more info |
x |
|
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|
x |
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 (also included in Retail
edition)
See whats new in QuickBooks
for more info |
x |
x |
x |
x |
x |
Backordered functions for sales orders and
purchase orders (also included in Retail).
See whats new in QuickBooks
for more info |
x |
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|
x |
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.(also included in Retail)
See whats new in QuickBooks
for more info |
x |
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x |
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Purchase and sell the same
item in different units of measure. Pricing for the multiple
units of measure is based on the base item price which is the
smallest unit of measure. |
x |
|
x |
|
x |
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Manage subcontractor insurance. For each
vendor, you can record expiration dates for workers comp
insurance and general liability. When you create a sales or
purchase form that reference the vendor, QuickBooks will
display a warning if the vendors Insurance has expired |
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x |
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Special notes |
Remote Access gives accounting
professionals the ability to access and work on their clients' QuickBooks 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. New -Cost to complete Job costs detail.
Job estimates vs. Actuals |
Customized letters that integrate
with the donor/ member list in QuickBooks to Word letter writing software |
Document materials that do not meet specs.
with the non-conforming materials worksheet Capture and enter defective materials details.
Inventory Reorder
report by vendor |
|
Free Shipping or Free Download |
Buy Now |
Buy Now |
Buy Now |
Buy Now |
Buy Now |
|
Click here:
Retailers Edition |
|
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?
QuickBooks checks at 25% discount
Need QuickBooks 1099 & W2s?
Books to learn QuickBooks |
|
Top
|
2012 Edition - Why Upgrade QuickBooks
from earlier QuickBooks editions
-
QuickBooks 1999
QuickBooks 2000
QuickBooks 2001
QuickBooks 2002
QuickBooks 2003
QuickBooks 2004
|
QuickBooks 2005
QuickBooks 2006
QuickBooks 2007
QuickBooks 2008
QuickBooks 2009
QuickBooks 2010
QuickBooks 2011
|
|
|
|
QuickBooks Accounting Software 2012
Includes all the great features of the prior editions PLUS Added -
the following key features:
Mac users - click here
2012 new and
improved features
for windows QuickBook Editions:
1
Calendar View of transactions entered and due, along with
a much improved TO DO feature.
In QuickBooks 2012 you now have the ability to assign a date, time, customer or
vendor name to the To do.

2
New Lead Center-
this is the first step towards updating QuickBooks 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 2012 leads can
be converted to customers, leads can have multiple contacts.
3.
Improved help menu,
will make getting answers in QuickBooks 2012 even easier
4. Improved search which will search for any
customer, transaction, amount, the results pop up in
a new window which includes additional filtering capabilities

5.
Batch time Entry for those contractors with
multiple employees working the same job (Crew time sheet
entry),
Time entry
just got easier!

6. Excel integration has been improved
in QuickBooks 2012
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.
7. 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 2012
8,
Contributed Reports- Report writing
can be tricky for the novice user. In QuickBooks 2012
now there are at least one hundred (and growing) of report templates ready
and waiting for you to download and start using. The titles
are clear along with a description. Contributed reports are
found under the report menu. These reports alone could save a
QuickBooks user time and money!
9. 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 2012- a frequency of every two
months.
10 Attached
Documents to QuickBooks lists and
transactions is not new. However, it is now FREE with
QuickBooks 2012 if you save your documents on your local
computer/server. QuickBooks will keep the documents in a
folder named ATTACH found in the same location you keep your
QuickBooks Company files. There are NO user rights
assigned to these documents so your staff will be able to open
the saved documents without having access to QuickBooks.
Plus you will need to
backup this folder yourself! It is not part of the
QuickBooks Backup.
11. Improved
Company file condense. - QuickBooks
2012 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.
12. USPS
adding to shipping manager
13. New
Transaction tab - QuickBooks 2012
now includes a transaction tab on transactions - view linked
transactions and
summary data in the same window

14. No
Company File Open -
QuickBooks 2012 all versions now includes an edit list
option to remove files you no longer need to access on a
regular basis
QuickBooks Premier
2012 & QuickBooks
Enterprise v 12 new features
1. New inventory center
(With QuickBooks Enterprise v12 add an image-
image feature not available in Pro or Premier). View in one
window Qty on hand, qty on sales orders, Qty on purchase
orders, qty reserved for assemblies, and Qty available.
Easily open a PO or Sales order for the item being viewed.
In QuickBooks 2012 you can filter the item list fro items that
have less than zero on hand, greater than zero on hand or
customize the view to your needs. For premier users, open the
inventory center from the Vendor menu > Inventory Activities >
Inventory Center
QuickBooks Enterprise
v12 only Improvements
1. Automatic price adjustments
in QuickBooks Enterprise 2012. 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.
Price level list- previous versions included a maximum of 100
unique price levels, now Enterprise offers a maximum 750 price
levels. 2.
Advanced inventory users
(extra fee of $699/year) New features in QuickBooks
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.
3.
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 A/P instead it will
increase a clearing account, the bill will
increase A/P 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. But any future changes to that item receipt or
bill which is also not done to the related bill or item
receipt will cause that clearing account to no longer be
zero. So strict controls should be implemented to avoid this
problem. This feature is optional, and will cure the
problems previously incurred due to negative inventory
counts or changes to when inventory quantities post.
However, this change is a global change and is irreversible.
You should test this change on a copy of your data file to
see the impact on your financials before implementing this
change. This feature may cause conflicts with third
party software you are currently using.
Definitely a must implement for NEW QuickBooks files, and a
TO BE CAREFULLY researched with an existing QuickBooks file.
Need help with this evaluation? Call us 800-216-0763
and ask about our support options.
4.
Find and select
added to invoice, sales orders, and sales
receipt forms. Now easily find the item without endless
scrolling
This feature is not available on purchase orders or bills in
QuickBooks 2012.

5.
Improved Multi-user Functionality
- In QuickBooks Enterprise v12
Multiple people can Make Deposits.
Resort lists while in multi-user mode
Set Closing date while in multi-user mode
Adjust inventory in multi-user mode (not a new feature but worth
mentioning)
Note -
With 2012 all editions, Payroll activities can only be performed by
one person at a time
and Backup with complete verification still requires single user
mode.
Pro and Premier - Inventory adjustments requires single user mode
Summary of important new features
and which QuickBooks version includes them:
New
Features Found in the 2012 QuickBooks Edition -
feature details are discussed below this table |
QuickBooks
Pro |
QuickBooks
Premier |
QuickBooks
Enterprise |
QuickBooks Enterprise Advanced
Inventory |
| Automatic
price adjustments on inventory/non-inventory items in
QuickBooks |
|
|
X |
X |
| Serial and
lot number tracking, multi location inventory tracking
in QuickBooks |
|
|
|
X |
| First in
First Out inventory valuation in QuickBooks |
|
|
|
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 QuickBooks |
|
|
X |
X |
| Inventory
Center New in QuickBooks 2012 |
|
X |
X |
X |
| Batched
invoicing for time and expenses in QuickBooks |
|
X |
X |
X |
| Batched
time sheets (Crew timekeeping) New in QuickBooks
2012 |
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 QuickBooks |
X |
X |
X |
X |
| Condense
data improvements |
X |
X |
X |
X |
| Custom
reporting templates in QuickBooks |
X |
X |
X |
X |
QuickBooks Accounting Software 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
QuickBooks 2010 Added - key features
-
Install Manager - Improved QuickBooks installation wizard.
-
Backup / Restore data compression - Improved
QuickBooks 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.
-
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.
-
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.
- Enhanced Report Center- Reports can
be displayed in a carousel,
making it easy to identify which report to run. Now you can
change the dates before your run the reports (from within
the report center), plus a favorites report section that
works like your favorites on your browser, and a recent
reports listing for those great reports you just found and
forgot the name of.


The green icon will display the report, the star will add to
your favorites and the ? will provide more information about
the report
- 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.)
- 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.
-
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 - key features
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 thisAdd
to Cart
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
- Search (Find) box in the customer
center will look at all fields of the customer record and
return results containing your search criteria
For example a search for the word "first" will list
customers with this word in the company name, in the email,
in the street address
or in notes!
- Search (Find) box in the vendor
center and Item list! Clicking on the find icon will limit
the search to a specific field in the record.
- 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
- Customer Center & Vendor
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)
QuickBooks 2008 Added - key features
Click to run a
"Whats new video" for
QuickBooks Version 2008 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 2008.
- 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.
Customer & Vendor Centers include clickable links on
email addresses which open an email preaddressed.
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.
QuickBooks 2007 Added - key features
QuickBooks Simple Start
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 purchase and use QuickBooks 2008.
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 QuickBooks
2008 Premier Accountant Edition
which works with any 2008 version of Simple Start,
QuickBooks Pro and all editions of QuickBooks Premier
Accountants will purchase the Accountants Edition of
QuickBooks Enterprise which
works with any edition of QuickBooks Enterprise
- 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 starting with QuickBooks
2007 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
- 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 - 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
-
Combine multiple sales orders on one invoice
and backorder tracking
-
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
Included in QuickBooks
are all the great features added to QuickBooks 2005:
- 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
not included as part of QuickBooks 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
Included in
QuickBooks are
all of the great features
Added to QuickBooks 2004
- 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.
- 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
See Tour
- 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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Included in
QuickBooks are all of the great features
added to QuickBooks 2003
- 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
- All Versions
- Email invoices, statements, and estimates
- Create multiple estimates per job
- Password protected close date
Intuit has stopped supporting older versions of QuickBooks
2008 and earlier -read more
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Detailed QuickBooks
Accounting product descriptions
More articles below
Would you like to talk to a certified QuickBooks
advisor before making your selection?
call 800-216-0763 |
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QuickBooks Help |
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Are you ready
to buy but need help selecting the right QuickBooks version?
Certified QuickBooks
Advisors
800-216-0763
With over 20
years experience working with
small business, over 6
years leading QuickBooks
Seminars; hundreds of QB new
installations. Ask for our help
to make the right decision for your
business.
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| Try out |
QuickBooks add-ons
that integrate with QuickBooks. Simplify the way you collect information to run your business. |
.
Do you want to use QuickBooks from remote locations?
|
QuickBooks On-Line Edition simple to use, low
cost, no maintenance, always up to date method of handling
your accounting from any computer- anywhere. Up to 25
simultaneous users.
Click for a detailed description of the differences
between
QuickBooks Online Edition and Quickbooks Pro
or QuickBooks Premier
Affordable, but lacks the advanced features of QuickBooks
Pro. Must have high-speed internet connection. No
inventory,
no sales orders, no purchase orders, no online bill payment, no integration with Microsoft
Word. No TurboTax, Lacerte or
ProSeries Integration. Customer expense tracking, Class tracking, time tracking
offered at an additional cost. Payroll integration available. If
your business does not require these features, QuickBooks On-Line is the ideal accounting software solution. Works well when your
office is completely virtual with no staff to handle the daily recordkeeping. QuickBooks 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 QuickBooks 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
QuickBooks Online and receive an additional 20% off Intuits prices.
What QuickBooks Online Edition
can do for you:
For the company with
relatively simple reporting needs
Time entry from
the field is a very convenient feature!
Track time for employees and subcontractors, print 1099s
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 QuickBooks: Online Edition (Additional fee required)
- Track expenses by customer (Additional fee required)
- Schedule recurring charges and automate billing
- Track sales tax
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
Payroll imported from Intuit
Complete Payroll or PayCycle
Key Benefits of Online Edition
- Automatic updates
- Backus up data automatically
- Includes free accountant user with each client
subscription
- Maintains a perpetual audit trail and activity log
- Allows restricted access to product areas
Remote access is also available in
QuickBooks 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 QuickBooks Pro
207 Advisors will be pleased to offer assistance.
QuickBooks Basic Online
$12.95/month
QuickBooks Essentials Online $24.95/month
Quicbooks Plus Online $39.95/month
Includes Purchase orders, inventory tracking, create
estimates, time tracking and billing by customer, Delayed
billing,
Recurring billing, online banking, Class tracking, export to
excel, budgeting, time tracking, prepare and print 1099s, set
user permissions,
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Software Limitations |
QuickBooks system requirements
Recommended:
500 MHz Intel Pentium II (or equivalent) with 256 MB of RAM
for single user
and 512 MB of RAM for multiple users
Minimum System Requirements 500 Mhz Intel Pentium II (or
equivalent) computer or higher
128 MB of RAM (memory) for single user and 256 MB for
multiple users
Windows 2000/XP
850MB disk space for QuickBooks installation Plus 220 MB space
needed for
Internet Explorer 6.0 and
Microsoft .NET Framework CLR 1.1
2xCD-Rom drive or higher
At least 256 color SVGA video
Optimized for 1024x 768. Support
800x600 resolution with small fonts
8 or 16 bit sound card (for sound, but not necessary)
For all online features/services -Internet with a connection of 56
Kbps
Hard disk with free space: 450 MB
Multi-user mode is optimized for Windows 2000 Server or
Windows Server 2003 client-server networks, and Windows
2000/XP peer-to-peer networks. Novell is
supported but not recommended.
Microsoft Internet Explorer 6.0 must be installed. A copy comes with
QuickBooks software which requires 70 MB of hard disk space.
Integration / Compatibility Requirements
If you plan to use the QuickBooks feature that will export
information to letters and excel, you will need to have
Microsoft software products 2000,2002, or 2003, 2007
Multi-User
File size - QuickBooks Pro, QuickBooks Premier-
QuickBooks is now based on a sequel database engine.
Therefore file size is not as big of an issue as in previous
versions.
Extremely large files may result in a slowing down of processing
new transactions or retrieving data into reports.
Most small businesses never notice a change in computer processing speed
due to large files. Those that do notice can purchase a new computer (higher
speed) which generally solves the problem. It is when
companies begin to process payroll for over 50 employees at a
time and employ or have 4 or 5 data entry, order entry, bookkeeping individuals
all working within the same company file all day long will the
size of a QuickBooks file need to be examined
As a rule of thumb if you are upgrading from a product like
Quicken, or starting a business, or converting from a manual
system, or are a small business converting from Peachtree or
some other small business software with only 1-2 users, file
size should not be a problem for you.
Of course it is all a function of the number of QuickBooks
transactions per month, the number of items per transaction,
and the number of links to a transaction (for example: #
payments from a customer to pay one open invoice) that is will
determine the size of a file.
For those larger companies that are interested in
QuickBooks but are not sure if QuickBooks Pro, or QuickBooks
Premier (file considerations for each exactly the same) will support their
database, the following calculation will help you with your
decision:
- Number of transactions each month times 2 KB
(monthly growth rate)
- Multiply this result by 12 for an annual growth (KB)
- Divide this result by 1024 to arrive at MB growth per year
- A QuickBooks company file
should grow less than 15 MB per year for practical performance levels.
- If you exceed 15 MB or just run close, consider
QuickBooks Enterprise solutions. This product, with the same features as
QuickBooks Premier has been reworked to handle more activity and will
process records 50% to 80% faster than QuickBooks Premier.
Diagnostic test to determine if your
QuickBooks System is overtaxes
From inside QuickBooks Press the F2 key and check the file
size of your QuickBooks company file. If it s over 50MB you
may be experiencing performance lags- it is time to upgrade to
QuickBooks Enterprise Edition; 30-50MB you are nearing
capacity and could still benefit from upgrading to QuickBooks
Enterprise Editions; less than 30 MB is optimum for
QuickBooks Pro and Premier Editions.
Limitations that require more than
the following number of items should not Consider Pro, or Premier but should take a look at QuickBooks
Enterprise Edition
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List Name |
Items |
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Sales Rep |
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Chart of Accounts |
10,000 |
Items (Inventory, Service
Non-Inventory, other) |
14,500 |
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Sales Tax Codes |
10,000 |
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Price Level |
100 |
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Billing Rate Level |
100 |
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Payroll Item |
10,000 |
|
Class |
10,000 |
|
Name
lists combined |
Customer:Job, Vendor,
Employee,
Other Names |
14,500
(QuickBooks Enterprise - over 100,000) |
|
Sales Rep |
14,500 |
Each Type
(QuickBooks Pro & higher) |
Types:
Customer
Vendory
Job Type |
10,000 |
A/R & A/P Terms
Combined |
10,000 |
|
Customer Message |
10,000 |
|
Payment Method |
10,000 |
|
Ship via |
10,000 |
|
Templates |
14,500 |
|
Memorized Transactions |
14,500
(QuickBooks Enterprise - 29,000) |
|
To Do |
10,000 |
|
Memorized Reports |
14,500
(QuickBooks Enterprise - 29,000) |
Enterprise Solutions -
unlimited names
and items but performance begins to degrade around 100,000. Up
to 30 simultaneous users. Maximum number of classes is 10,000. Call us to let a technical expert help you determine if
QuickBooks Enterprise is the right choice 800-216-0763
While QuickBooks 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 QuickBooks 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 QuickBooks 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 QuickBooks on your
office, home, and portable computers. Because the only person starting and
using the program is the software owner, this complies with the QuickBooks
license agreement. For more information on the license agreement: From the
QuickBooks Help menu, choose Help Index. Type 'license agreement' in the search
field, and then click Display.
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Now there’s simply one price for each version of
QuickBooks so it’s easier to understand, and there’s no price
penalty for purchasers who are new to QuickBooks Accounting. Lower pricing and
no more hassles with rebate forms. Simply one low price with
FREE QuickBooks support included for 30 days from software
registration.
All desktop
QuickBooks software come with a
60-Day Money-Back
Guarantee. Try QuickBooks 2012 software for 60 days, if you
are not satisfied, return it with a dated receipt for a
full refund of purchase price.
QuickBooks Mac 2012
- Redesigned forms - New customer
history panel displays customer info for easy review
including open invoices,
open balances, notes, plus see a list of transactions
- Progress invoicing 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
- Process online banking transactions
in batches-QuickBook automatically creates rules to rename
payees downloaded from
your bank, you can then batch enter transactions easily
- 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
- Increased PO number field
limit on invoices
- Integrated help
- Improved search
- 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
QuickBooks Mac 2011
Now accept credit cards in Mac - for more information call
800-216-0763 and ask to speak to our SuperGuru Linda Saltz.
My-Time tracking software now available
- 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
- Does not support/include: Multi-user,
Multicurrency, Sales Order Tracking, Inventory assemblies,
Online bill pay & funds
transfer, or Merchant account services.
QuickBooks Mac
- 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
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Share QuickBooks data file with
Accountant (see tour) who can open edit and save changes for you
What does the QuickBooks for the PC have
that is NOT included in the Mac version of QuickBooks:
- Integrated Payroll
- Multi-user capabilities
- Merchant Account Services
- No integration with PC based third
party software applications
- Does not have inventory assembly
(kitting) capabilities for inventory
- QuickBooks Premier features such as
sales orders and price levels not included in the Mac version
of QuickBooks
QuickBooks Mac 2006 New Features:
- Download and import bank/credit card
transactions
- Synchronize contacts with address
book
- Customize toolbar
- Free 30 days of support from software
registration
- Easier to share data with PC users
including export reports to excel
New QuickBooks Mac 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
QuickBooks Pro 2005 for Mac
- Built for Mac OS X (Versions 10.2.8 and
10.3.5) and does not support Mac OS9.
- QuickBooks for the Mac may not be the
best fit if you prepare your own payroll and are seeking
integrated payroll features. QuickBooks 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
QuickBooks company data file at the same time.
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
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QuickBooks Pro Mac
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Benefits of using the QuickBooks program:
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Increase Efficiency:
QuickBooks helps you save time and be more efficient, with
easy-to-use tools to help you more quickly manage your business finances.
Improve Accuracy:
QuickBooks has tools designed to help you accurately enter and keep track of
the information you need for taxes or other purposes.
QuickBooks 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, QuickBooks allows you to customize it to
fit your particular needs.
Manage Money More Effectively:
QuickBooks 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 QuickBooks Premier software will pay for itself in the reduced set-up time
plus and a customized set-up that reduces mistakes.
The added QuickBooks 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 QuickBooks premier. QuickBooks 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 QuickBooks Premier software for you, consider
purchasing the QuickBooks 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 QuickBooks support
to all our customers.
When remote access, sales orders, emailing forms, pdf reports, forecasts, advanced help features,
or the other functions that
differentiate QuickBooks Premier from QuickBooks Basic and QuickBooks Pro are not needed
to run your business, QuickBooks Pro and QuickBooks 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 QuickBooks software product that is right for your
company when you make a purchase through this site.
Intuit is
the software developer of QuickBooks Basic,
QuickBooks Pro, and QuickBooks Premier.
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QuickBooks Training Home
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Benefits of using QuickBooks Software
QuickBooks checks at 45% discount
Need QuickBooks 1099 & W2s?
Books to learn QuickBooks
QuickBooks Premier
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