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Why Upgrade QuickBooks

from earlier QuickBooks Editions

Jump to: 20172015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002

QuickBooks Accounting Software 2018 includes all the great features of the prior editions PLUS Added – the following key features:

  • QuickBooks 2018 New Feature - Search Chart
 of accounts

  •    Easier access to selecting the report basis (cash or accrual)QuickBooks 2018 New Feature - Cash or Accrual

Notable improvements found in Premier and QuickBooks Enterprise

    • Improved Inventory reporting – now you can select which columns to display on the inventory valuation or Stock Status reports
      a. Inventory valuation
      QuickBooks 2018 New Feature - Inventory valuation report
      b. Stock status

QuickBooks 2018 New Feature - Inventory stock status report

QuickBooks Accounting Software 2017  

Includes all the great features of the prior editions PLUS Added – the following key features: 

Time Sheets – copy and paste time sheets lines (from Edit menu)

  • Multi-Monitor Support – Now QuickBooks have multiple windows for one QuickBooks file open in up to 3 monitors
  • Paste Due Stamp – Users have the choice to display a past due stamp on invoices
  • Search feature now found in the chart of accounts 

Improved Insights page on the Home Screen.

Under gear icon at top right corner of page, you can choose what is important for you to see.

New Bill Tracker – Makes easy work of finding and converting a purchase order to a bill and then paying that bill.

4 TABS – Purchase Order, Unpaid Bills, Overdue Bills, Paid Bills.

Search Purchase orders, sales order, Invoices and sales receipts for the item or description fields

This feature will be super helpful if you regularly send out invoices or enter bills with more than 5 lines of product.
How many times does a customer call and wait while you are looking for the line item in question? Or, you search through a
bill to see what the price you paid the last time you ordered it?  (Of course, there always is a quick report on the item, but many
of us still use the vendor center.)  This search feature found at the top of the transaction type in a separate tab is a true
crowd pleaser. 

Finally –  the ability to filter a report on Custom Fields in item based reports – included with all versions of desktop 2016.
In the past, we set up items with a Parent item designating the Product line and the children items as the Items
we sell.  That can cause difficulty in importing or reporting.  Now we can have a custom field designating the department
or possibly the style of the item (color, material) and we can run an item report filtered for a specific variable.

Other improvements

  • Drop Ship address will convert from sales order to a purchase order.  In Enterprise and Premier only.
    When you create a PO from a SO there is a checkbox to select which will port the ship to address from the sales order to the ship
    to address from the PO.  (First time this feature is available and a welcome improvement!)

  • Delete multiple to be sent transactions with a single click Great if you  accidentally click on the send later button
    and do not intend on emailing the transaction.

  • Continuous Fee Label printer support.  For printing to Zebra compatible continuous feed printers.

  • Improved Verify data wizard.  No more hunting for the QBWIN.log.  QuickBooks will prompt you to open this file
    with one click.

  • New Macro date to choose from –  Instead of “This year to date”, you can choose This fiscal year to last month

  • Merchant payments can now be customized to allow your customer to pay online using credit card or
    ACH or give them the choice.  
     Ach fees are $ .50  per transaction where credit card fees can be as high as
    3.5%. This feature can offer big savings in credit card fees! 
  • Enterprise only Improvements 

    Sort the transaction in receive payments window by any column.   Job costing QB users will find this very hand when
    a customer is making payments on multiple jobs.  Sort the received payment by dollar amount due, 
    by customer name (job costing), by reference number, or original amount of invoice.   Makes it much easier
    for QuickBooks users with high volume invoicing to apply payments.

    Batch Delete or Void transactions – (also in the Accountant Premier Edition)
    Ever import those credit card or bank transactions multiple times in error?  –  You will certainly find this tool handy.

    Advanced Reporting Improvements 

    Ability to create a mix of charts and detail data on one sheet
    New object added for Chart reporting of Sales Order Created vs Sales Order Shipped
    New object added for Invoiced vs Paid Transactions
    Transaction, Customer and Canonical Date Ribbons
    Help Site improvements, including template pages, user guides, and training videos

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QuickBooks Accounting Software 2015  

 

Includes all the great features of the prior editions PLUS Added – the following key features: 
New Insights dashboard has been added to QuickBooks home page 
–  

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


Send portable file 

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

Reminders Window –
Has been reorganized for better viewing.

Pin Notes –

    • For a Customer, Vendor, or Employee

 

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

 

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

Income Tracker 
Improved to include Time and Expense transactions to the money bar.
Money bar gives total of your unbilled, unpaid, and paid  Estimates, Time & Expenses, Sales Orders, Invoices transactions

You can control which details you want to see.

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

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

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

Estimates –
Automatically closed when you fully invoice an estimate.

Inactivate Items 
A warning will pop up when an item is inactivated and still has a quantity on hand.

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

New for Reports

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

Filter Report Names 
Sort alphabetically
Report names are searchable

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

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

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

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

Manufacturer’s Part Number added to sales transactions –
Create a column on Sales Orders, Sales Receipts, and Invoices to include a Manufacturer’s part number

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

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QuickBooks Accounting Software 2014 

 

Includes all the great features of the prior editions PLUS Added – the following key features:

Functionality
:
Emailing – Greatly Improved

  • Track emails sent to customers will allow users to view all transaction emails sent from QuickBooks. 
  • Send transactions and supporting attachments in one email
  • Have multiple cover e-mail letters per transaction type and select the appropriate cover at the time of email.

Reporting

  • Better formatting:
    Print report window now permits printing reports to fit into XX pages wide or XX pages tall (you fill out the number of pages wide and tall)
  • Enterprise Only –  A Work in Progress report that includes a % complete, and Committed costs by Job report that includes unpaid employee hours and open purchase orders. 

Wages-hourly employees= hours spent on a job x first payroll item rate (Labor burden -taxes, ins, etc not included)
For salaried employees= yearly salary /52weeks/40 hours x hours on time sheet posted to the job. 

  • Profitability by sales rep-  Assign rep to purchase transactions
    (POs, bills, checks, credit card trx) for Profit and Loss reports by sale rep.  QuickBooks Enterprise only.
  • Add custom fields to purchase transactions (bills, credit cards and checks).  In prior editions, these could only be added to purchase orders.
    This now will enhance reporting capability. Keeping in mind that the custom fields for customers and custom fields for vendors are two different fields (even if you name them the same, they are not linked)

Data Entry

  • Copy and paste lines on forms
    Copy a specific row in a chosen transaction form and paste it at a specified row in the same form.  This will copy all elements of the line (item, Qty, description, tax, amount, etc). Works with all sales transaction types and purchase orders
  • Online Banking- much easier to BATCH Enter downloaded transactions
  • Income Tracker
    No more clicking the back arrow, no more scrolling through lists of customers, no more need to use the find window, no more need for memorized reports that list income transactions.  Now, in one place, you can Reprint, Re-email,  Create new transactions, and convert transactions. Keeps you constantly (however, if you like the way you are finding transactions now,  you can still do so!)  
  • Assembly items – QuickBooks Enterprise only 
    Where used in assembly- discover which assemblies (builds) used a particular item and replace the bill of material with a new different item. This will identify the component you want to switch out with a new component part and do so in every assembly the old part was used. 
  • Build nested assemblies – QuickBooks Enterprise Only
    Automatically create pending build assembly transactions for any assembly item used as components within an assembly, just by creating the build for the parent assembly item when there are not enough components on hand to create a build.  You can also automatically update costs of assemblies when their component costs changes. 
  • Maximum Stocking levels and Reorder Quantities
    Now new field for tracking maximum on hand quantities for each inventory item, plus the stock status report now recommends a reorder quantity.
  • Customer Bounced Checks
    When a customer’s check is returned for insufficient funds, QuickBooks now has a Record bounced check button on the receive payment window you recorded your original customer payment.  When clicked a manage bounced check window appears where you enter any bank service fees and how much of a service charge you would like to assess on your customer’s account.  This wizard will mark the original invoice as unpaid, charge your bank account with the amount of the bounced check plus any bank fees, invoice your customer for the service charge.

Views:

  • On the home page, you can customize which accounts you want to monitor balances for and remove those accounts which are not required.
  • Last years version we were introduced to the ribbon bar on transactions (Main, formatting, send/ship, reports). The ribbon bar allowed us to jump to actions that were only available by searching through the menus.  This version has added “contextual reports” on the ribbon bar, so when an invoice is open you can with one click get an open invoice report, a customer balance detail report, or average days to pay report.
    Similar reports are available on purchase forms.
  • QuickBooks payroll center is now  AMAZING
    What was once crammed into 1 tab, is now nicely organized and set into three separate tabs

    • Pay employees tab with the payroll schedule, a complete list of  every payroll date run and quick links and  instructions for direct deposit, paying employees and view my paycheck and payroll reports
    • Pay liability tab that includes the pay taxes liability window plus a link to all prior payroll tax payments made in the last 180 days
      that includes the date of the payment and the period that was being paid, with quick links and reports to adjusting payroll liabilities, adding or changing the frequency of payment methods
    • File forms tab with a list of forms that should be filed along with the filing period and a link to all prior payroll forms created in QuickBooks along with instructions on filing W2s, E-filing and ordering forms.
  • Include Credits on bill payment stubs. Finally, your vendor will have a remittance advice from you with what credits were used to help pay their bill.

Summary of important newer features and which QuickBooks version includes them:
QuickBooks Enterprise

Custom Pricing – Additional charges apply -New wizard for setting up pricing rules which can be applied to Items, Customers, Reps and/or Classes
as well as the date range.
All the conditions you set must be met for a rule to apply, a great tool for implementing sale pricing, Rep pricing or when there is only non-standard pricing.  Elect to round pricing.  Plus set up pricing rules for Quantity discounts. 

 

New Features Found in the 2012 and later QuickBooks Edition –
feature details are discussed below this table
QuickBooks
Pro
QuickBooks
Premier
QuickBooks
Enterprise
QuickBooks Enterprise Advanced Inventory
2014 Edition    
Improved bank feedsXXXX
Improved email tracking and attach documents to customer emails.XXXX
Improved job cost reporting for large contract jobs  XX
Assign sales reps to purchase transactions   XX
Income TrackerXXXX
Format reports fitting into x pages wide and x pages tallXXXX
Copy and paste lines on formsXXXX
Online banking -bank feedsXXXX
New payroll centerXXXX
Automatically build sub-assemblies when the parent inventory assembly item finds that there are not enough sub-assemblies in stock (nested build assemblies)   XX
Automatically update costs of assemblies when their component costs change using the bill of materials   XX
Auto switch out assembly parts for all items were used   XX
Customer bounced check featureXXXX
Billable time and costs window is now sortable by column heading XXX
Maximum stock levels and Recommended re-order quantities on the stock status report XXX
     
2014 Edition    
Print Bills (items only tab)XXXX
Option to Uncheck Billable column by defaultXXXX
Selective Expand/Collapse on ReportsXXXX
Print item descriptions in reportsXXXX
Renaming rule for downloaded transactions – now you can customize so every single home depot store does not require you to assign an alias.XXXX
Group items – up to 50 in one groupXXXX
Assign default classes to accounts, items, names  XX
Auto generate  Purchase Orders  XX
Bar Code Scanning, Bay location tracking, Multi-Warehouse, Lot or Serial no tracking   X
     
2012 Edition    
Automatic price adjustments on inventory/non-inventory items in QuickBooks  XX
Serial and lot number tracking, multi location inventory tracking  in QuickBooks
Bay/Bin locations, bar code scanning
   X
First in First Out inventory valuation in QuickBooks   X
Price level Capacity (number of unique price levels) 100750750
Enhanced Inventory Receiving ( the item receipt and the bill are now 2 separate transactions)  XX
Find and Select groups of items for any sales form- great time saver in QuickBooks  XX
Inventory Center New in QuickBooks XXX
Batched invoicing for time and expenses in QuickBooks XXX
Batched time sheets (Crew timekeeping)  New in QuickBooksXXXX
Document Center – attach documents for free if stored on your local serverXXXX
Lead CenterXXXX
Calendar ViewXXXX
Improved Memorized transactionsXXXX
Improved To Do List in QuickBooksXXXX
Condense data improvementsXXXX
Custom reporting templates in QuickBooksXXXX
 

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QuickBooks Accounting Software 2013

 

new and improved features for windows QuickBooks Editions:

1. New Design QuickBooks 2013:

The icon bar is now improved and placed on the left. Easy access to  “my shortcuts”, “my apps”, “my to dos”, “view balances”, “key reports”. The old icon bar and open windows list are still available for QuickBooks users who prefer the icon on top.

Customer Center, Vendor Center, and Employee Center allow for unlimited note files, to dos, and contacts. A tremendous improvement making QuickBooks an even better business management tool

Form icon bars, now called ribbons on the top of all transactions have been improved. Now one click access to just about anything surrounding that transaction type.  Tabs now exist for Main, Formatting, Send/Ship, and Reports. 

See all that you can do now under the QuickBooks Formatting, Send/Ship, and Reports tab:

The Customer Record, Vendor Record, and Employee Record are better organized. This is a super improvement, especially for new QuickBooks users. It is very easy to recognize the power of what QuickBooks can track for you with this new improvement. 

2.  Functionality:
QuickBooks 2013 has expanded the number of items allowed in group items from 20 to 50 
    Annoyed by that billable box being checked off each time you enter a Customer: Job on a transaction or time entry? 
        QuickBooks 2013 has included a preference to turn on or turn off! 
    QuickBooks Reporting- Choose whether reports include the item name, the item description or both
    You can now print Bills entered in QuickBooks to a paper/pdf report (not just the transaction report) It’s a screenshot of the bill
     Selective Expand/Collapse on reports – You can now pick and choose which Parent Accounts to collapse (and therefore not display sub accounts)
    Save as a PDF is now available on all transaction (on ribbon bar) – In earlier versions, you needed to access this feature from the file menu. 

2013 Improvements only found in QuickBooks Enterprise 

  • In 2013 QuickBooks Enterprise you can assign classes to accounts, items or names! Not available in premier or pro editions.
  • Create Purchase Orders automatically from the Stock Status by Item report- Requires reorder points and preferred vendors to be set up.
  • 2013 Enterprise Expands the number of items allowed in Lists:
    Chart of Accounts, Classes, Customer types, Vendor types, Customer Messages and To Dos  from 10,000 to 100,0000
    Memorized transactions from 29,000 to 50,000
  • Improved display when an item’s cost has changed, QuickBooks Enterprise will pop open an easy to understand window asking the user if they would like to update the item cost, update the item sales price.
  • Expands Number of items allowed in group items from 20 to 50
  • Advanced inventory, an add-on to QuickBooks Enterprise is the real beneficiary of this year’s programming efforts.

Previously Advanced inventory included:

  • Inventory tracking across multiple locations- older versions limited to 200 sites, 2013 now offers 1,000,000
  • Serial number or lot number tracking
  • First In- First Out Inventory valuation method

2013 Advanced inventory in QuickBooks Enterprise 2013 Added

  • Tracking locations within inventory sites (row, shelf, or bin)
  • Bar Code scanning –Need to purchase bar code scanning hardware-, QuickBooks Advanced inventory for 2013 supports most USB and blue tooth scanners. Look for the following specifications: Support for EAN-13 and Code 128 barcodes; Able to produce a single carriage return at the end of the barcode
    Barcodes can be imported using the add/edit multiple list entries
    Barcodes can be used to fill out sales or purchasing forms to speed data entry. While working in a sales or purchasing form, scan a barcode and QuickBooks automatically places the barcode in the correct field on the form.

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QuickBooks Accounting Software 2012

 

Includes all the great features of the prior editions PLUS Added – the following key features

1  Calendar View of transactions entered and due, along with a much improved TO DO feature.
QuickBooks has 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. It’s like CRM for beginners. In QuickBooks leads can be converted to customers, leads can have multiple contacts.  

3. Improved help menu, will make getting answers in QuickBooks 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 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 data 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 2014  

8. Contributed Reports Report writing can be tricky for the novice user.  In QuickBooks 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 – a frequency of every two months.

10. Attached Documents to QuickBooks lists and transactions is not new. However, it is now FREE with QuickBooks if you save your documents on your local computer/server.  QuickBooks will keep the documents in a folder named ATTACH found in the same location you keep your QuickBooks Company files.  There are NO user rights assigned to these documents so your staff will be able to open the saved documents without having access to QuickBooks.  Plus you will need to backup this folder yourself!  It is not part of the QuickBooks Backup.

11. Improved Company file condense. QuickBooks is now better at shrinking company files. There is now an added option to remove inventory transactions. It replaces inventory transactions with an 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 now includes a transaction tab on transactions – view linked transactions and
summary data in the same window

14. No Company File Open –   QuickBooks all versions now includes an edit list option to remove files you no longer need to access on a regular basis

QuickBooks Premier & 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, you can filter the item list for 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.  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 itemized 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 the 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.

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 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 

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QuickBooks Accounting Software 2011 

Includes all the great features of the prior editions PLUS Added – the following key features:

  • 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 of 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.
  • Multi-location 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 are now available in the purchase order transaction- QuickBooks Enterprise Editions only.
  • Now edit your spelling dictionary- you can now delete misspellings.
  • 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

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QuickBooks Accounting Software 2010 

Includes all the great features of the prior editions PLUS Added – the following 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 bird’s 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 report 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 super Gulu – 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 the 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

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QuickBooks Accounting Software 2009 

Includes all the great features of the prior editions PLUS Added – the following 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 this Add 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
  • Backup 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 re-order 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)

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QuickBooks Accounting Software 2008 

Includes all the great features of the prior editions PLUS Added – the following key features:

All Editions:

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


QuickBooks Simple Start

  • Track Thousands of Customer and Vendor Contacts in free Simple Start 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 address.
    Sync your contacts in Outlook with your contacts in QuickBooks.
    Customer Center- each customer now  includes Google Maps plus directions from the 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 a 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.

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QuickBooks Accounting Software 2007

Includes all the great features of the prior editions PLUS Added – the following key features:

QuickBooks 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 editions)

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. It’s 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. It’s good for you – you get accurate reports to make key business decisions without disruption to your daily workflow.  It’s 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. It’s 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 web search 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 to advertise through AdWords. See how your sales can increase 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 into 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 the 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.

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QuickBooks Accounting Software 2006

Includes all the great features of the prior editions PLUS Added – the following 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 of 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 emails 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 of 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 the 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.  It’s 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 back order 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.)
     

    • A back-ordered column has been added to the sales order to indicate fulfilled and still open quantities. Invoice has a new back-ordered column and picking lists can now be printed. Packing lists now show back-ordered items.  If you are a non-profit 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

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QuickBooks Accounting Software 2005

Includes all the great features of the prior editions PLUS Added – the following key features:

  • Improved management of customer payments.
    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) 
  • 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.
  • Reports navigator making it easy to select the right report to find the information you need
  • 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 and Expert Analysis Tool 
  • 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 time sheet 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. 
  • 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 

 

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QuickBooks Accounting Software 2004

Includes all the great features of the prior editions PLUS Added – the following 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 Premier & Enterprise editions only).
  • Create POs from sales orders (Premier & Enterprise only)
  • Print packing slips and general purpose shipping labels from invoices.
  • Save forms and reports in pdf format.
  • Time and material invoices- now import both the item descriptions and the notes.
  • Cash flow projector.
  • QuickBooks Premier Customize prices –
    • Set up to 100 price levels per specific item. Customize price levels per item, by dollar amount, for your customers. Set custom prices for items that are associated with different customers or jobs.  Or set up to 100 fixed percentage price levels.  Increase or decrease prices of all items for a particular customer or job by a fixed percentage  
  • QuickBooks Premier & Pro includes
    • Bring both item and notes into Invoice
    • Update data in existing excel spreadsheets – replaces report data, but existing cell references and formulas from other worksheets are maintained.
    • Option to add customer’s total balance to printed invoice through the customize form window.
  • Fixed asset tracker- asset name, serial number, date purchased and disposal date.
    Accountant- premier addition also adds a fixed asset manager that will calculate and track depreciation.   

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QuickBooks Accounting Software 2003

Includes all the great features of the prior editions PLUS Added – the following 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  

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QuickBooks Accounting Software 2002

Includes all the great features of the prior editions PLUS Added – the following key features:

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

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