QuickBooks Pro, QuickBooks Premier, Guide
for selecting the the right QuickBooks Software 2013
for your business

(Discounted prices). Info to help choose correctly between QuickBooks Pro, QuickBooks Premier, QuickBooks Enterprise and QuickBooks Industry Accounting Software. Business Accounting Software to Manage Finances. Buy QuickBooks new and upgrades at 10-20% savings including QuickBooks Professional, Manufacturers and Wholesalers, Nonprofit, Retailer, Contractor, Point of Sale, Online and more.
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QuickBooks 2018


 NEW: Invoice Forms
Perforated Payment Voucher

QuickBooks Invoice Forms

 Is your QuickBooks   running slower than an 3 legged tortoise?
  QuickBooks running slow? We can help

QuickBooks Help


Buy W2 & 1099

Buy QuickBooks W2 QuickBooks 1099 Tax Forms

QuickBooks Enterprise Software



QuickBooks Enterprise
QuickBooks Pro -Windows
QuickBooks Pro - MAC
QuickBooks Premier Wholesale & Manufacturer
QuickBooks Premier Contractors Edition
QuickBooks Premier
Non Profit Edition
QuickBooks Premier
Retail Edition
QuickBooks Premier
Other Industries
QuickBooks Point of Sale
QuickBooks Simple Start
QuickBooks Online Edition
QuickBooks Payroll
QuickBooks Online Payroll
Watch Videos on features
Differences - Pro Prem Ent


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   Guide to buying QuickBooks software

Now Selling
QuickBooks 2018

Call 800-216-0763

QuickBooks Manual

E-Guide: 500 pages of expert how-to's and screenshots. Call in your order to purchase QuickBooks 800-216-0763

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 2016,  2015, 2014, 2013 2012, 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


Learn which QuickBooks is best for you

Upgrade QuickBooks 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010, 2002, 2003, 2004, 2006, 2005, 2008, 2007, 2009

1 user, 3 user editions

2018 QuickBooks Pro Upgrade or earlier, Buy QuickBooks Pro 2018
1 user, 3 user editions

  Buy QuickBook Enterprise Solutions     5 user,  10 user,15-30 user
QuickBooks Premier   QuickBooks Pro   Enterprise Editions
Other special use Quickbooks software below
QuickBooks Online   QuickBooks Mac  


All desktop QuickBooks software come with a 60-Day Money-Back Guarantee. Try QuickBooks 2018 software for 60 days, if you are not satisfied, return it with a dated receipt for a full refund of purchase price.

What's new in 2018

QuickBooks Installation
Setup Guide

Additional networking instructions for your
IT professional


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


Free standard ground shipping for all purchases!



Standard Editions of QuickBooks




for Mac

QuickBooks Premier Professional Services

QuickBooks  Premier Accounting Software Editions

QuickBooks Premier Contractors

QuickBooks Premier Nonprofit

QuickBooks Premier Manufacturing
& Wholesaler

QuickBooks Premier
Retail Edition

Point Of Sale




Watch QuickBooks

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  

Click on the Price
to buy from the QuickBooks
 secured store

Features of Premier and QuickBooks Pro:

Overview tours:

Quickbooks Premier 2018


Your industry

QuickBooks Pro




QuickBooks Enterprise 2014

Enterprise Solutions

Silver, Gold and Platinum Subscription

   Call us for current promotions available on Enterprise prices.


  Video Tour:   What's new in QuickBooks Pro Tour/Video
Video Tour:   What's new in QuickBooks Premier Tour/Video
**The  Following  Videos/Tours demonstrate older versions, the features
demonstrated are still applicable to the current edition, so watch and learn!
Videos/Tour** View Tour** View Tour** View Tour**
Single User $349.99 $199.99 Silver Level $92mo*
Two User $549.99* $349.99* Silver Level $147/mo*
3 User Pro/Premier
(single user licenses can be added for a max. of 5 users)
$829.99* $499.99* Silver Level $183/mo**
4 user x x Silver Level $220/mo**
5 user x x Silver Level $257/mo**
6 user x x Silver Level $284/mo**
7 user x x Silver Level $312/mo**
8 user x x Silver Level $339/mo**
9 user x x Silver Level $367/mo**
10 user x x Silver Level $394/mo**
Up to 30 user x x Silver Level $578/mo**
* 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. ** Enterprise Subscriptions require a 1 year purchase commitment; (however you may return the product in full within 60 days of purchase)  also available at the Gold and Platinum level.  Call us for more information and discount pricing- prices listed on this website represent List pricing.

Why should I upgrade?

QuickBooks Training

All desktop QuickBooks software come with a 60-Day Money-Back Guarantee. Try QuickBooks 2018 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



QuickBooks Premier Software for your industry

All industries will ship on one CD - you will choose your industry when installing on your computer. 
Features of all Premier editions 
  Overview Tour

Ready to buy 2018 QuickBooks Premier Customized Edition for your industry? 
 Click on the pictures/link  for QuickBooks  secured store

or call your order into 800-216-0763 to receive a Free E-Manual for QuickBooks.
All versions of QuickBooks Premier
Single user version   $349.95
Two user version     $549.95
Three user version   $829.95
Four user version $1,039.99
Five user version $1,249.99


Service Company

QuickBooks Non Profit Premier Edition

QuickBooks Premier Professional Services Edition 2018

QuickBooks Premier Wholesale & Manufacturing Edition 2018

QuickBooks Contractor Premier Edition

QuickBooks Premier

Users Price
1 $349.99
2 $549.99
3 $829.99
4 $1039.99
5 $1249.99
Professional Services

Users Price
1 $349.99
2 $549.99
3 $829.99
4 $1039.99
5 $1249.99
Premier Manufacturing & Wholesale

Users Price
1 $349.99
2 $549.99
3 $829.99
4 $1039.99
5 $1249.99
Premier Contractor

Users Price
1 $349.99
2 $549.99
3 $829.99
4 $1039.99
5 $1249.99

  Overview Tour

Comparison Chart
QuickBooks Reports
More Info

Tax exempt entities click here for information on applicable sales tax
(*single user licenses can be added for a max. of 5 users)
Overview Tour

Comparison Chart
QuickBooks Reports

More Info

(*single user licenses can be added for a max. of 5 users)
 Overview Tour

Comparison Chart

QuickBooks Reports

More Info


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

Overview Tour

Comparison Chart

QuickBooks Reports

More Info


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

New same low price, one software for both upgraders and new users.
 Intuit has reduced pricing and eliminated rebate forms!  Click on the links to purchase QuickBooks

Learn more about:  
QuickBooks Premier Editions
QuickBooks Enterprise

Installation Instructions -Stand Alone & Networked Computers


Link to: QuickBooks Training


For assistance in selecting the right QuickBooks for your business, call


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



Compare features

Watch more tours

Whats new in 2014
and prior editions

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:

QuickBooks Tours on how QuickBooks Works

Whats new PRO
Whats new Premier
What QuickBooks can do for you

Simple Start Tutorials
Invoicing a customer
Receiving money from a customer
Making a deposit
Setting up a checking account
Writing Checks

QuickBooks Pro  Premier and Enterprise
Getting Around in QuickBooks

All your key information in one place 

QuickBooks Shipping Manager
QuickBooks Tutorials
Using the Customer Center
Overview of QuickBooks Accounts
Adding and using QuickBooks Accounts
Adding and using QuickBooks Items
Write Checks and pay bills in QuickBooks Part 1
Write Checks and pay bills in QuickBooks Part 2
Invoice and customer payments
Customize Forms in QuickBooks Part 1
Works easily with Word, Outlook & Excel

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

Understanding Sales Order Workflows
Understanding sales order fulfillment in QuickBooks Premier
  available in Mfg/Whole, Retail, & Accountants Editions
Managing costs with the Bill of Materials
Online Banking Part 1
Online Banking Part 2
Multiple Currencies

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 2018 Pro, Premier and Enterprise editions:

QuickBooks: Simple Start Online Edition
QuickBooks for Windows Versions 5.0 - 2015
QuickBooksPro for Macintosh Versions 4.0, 5.0, 6.0, and 2008, 2009, 2010, 2011, 2012, 2013, 2014,2015, 2016
QuickBooks: Online Edition
Quicken for Windows: Versions 98 through 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016
Quicken Home & Business: Versions 98 through 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015 ,2016

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:

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  2018 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 16-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


Understand the differences
between QuickBooks Editions:

Comparison Chart to the
  Versions of QuickBooks
  • QuickBooks Online
  • 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


Difference between QuickBooks Premier, QuickBooks Pro and QuickBooks Online
  for Enterprise click here

Features found in QuickBooks Premier & QuickBooks Pro
not found in QuickBooks Simple Start

All QuickBooks Premier &
Enterprise  Versions
QuickBooks Pro QuickBooks Online
Estimates, Invoicing, track receivables, write checks,  sales tax, financial reports
customize invoices
x x x
Payroll management (additional subscription fees apply) x x x
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 x
E-mail sales orders from within QuickBooks x    
Balance Sheet by Class x    
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
Create forecasts and business plans and budgets in QuickBooks x    
Customize pricing - up to 100 different price levels (discounted or premium added  as % to  base price x x  
Customize prices - up to 100 different prices levels per item by percent. Now you can assign a custom price for each item per customer. Use for a customer name or to a customer group  x  
Or Now assign customized billing rates per service by Employee/Vendor x    
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
Remote access to your QuickBooks from any computer with hi-speed access. x    
Export report templates (useful when setting up sister companies or for accountants creating report templates for clients) x    
Print shipping labels from invoices, improved print for packing slips x x  
Email invoices, statements, estimates,
POs, sales receipts, credit memos, reports
** Email in QuickBooks Pro requires Outlook set-up on your computer
x x x
Job costing, time tracking by job x x
Flexible customer statements x x  
Simultaneous multi-user QuickBooks option available (additional cost may apply) x x x
Integrates with Microsoft products including Excel and Word plus capable of integration with 3rd party add on software for greater efficiency x x x
Calculate and track loans with loan manager x x
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
Vehicle mileage tracker x x
Export to excel, creates letters and envelopes in word using QuickBoosk data x x
Industry specific versions with special features added - see below x
Reprint any prior period bank reconciliation x x
Batch Invoicing for Time and Expense- Invoice time and expenses from a single list without x
Inventory Center - See whats new x
Unit of Measure- track purchases in one measurable unit while selling in another unit of measure x
Closing date exception report x
Sort QuickBooks Receive payment screen by name, invoice number, balance due for easy payment application. (Enterprise Only) x

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 1 - 10 user  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:
Pro Now
800-216-0763 for help selecting and current pricing
   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

Comparison of

QuickBooks Premier QuickBooks Pro




Why Upgrade your Accounting Software?

Need more

Industry Specific




QuickBooks checks at 25% 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)

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
Contractors Nonprofit Mfg

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)

Working Trial Balance with workpaper reference column x        
Customized set-up including Chart of accounts developed for your industry, forms and reports for your industry   x x x x
Specific Help topics written by an industry expert all help topics for all industries x x x x
Customized reports all industry specific reports x
read more
read more
read more
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        
Track and print change orders x   x    
Create invoices in letter format using Microsoft Word x x x x x
Integrated fixed asset manager- calculates depreciation x        
Special AJE function provides traditional Adjusted Trial balance & an AJE report. Works with add-on Financial statement reporter software x        
Closing Date Exception report listing all changes made prior to the closing date x        
Toggle between Simple Start, Pro, and all Premier industry specific editions. Easily see features of all x        
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       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       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       x

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
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     x    
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

Click here: Retailers Edition

Industry Specific QuickBooks Premier


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

2018 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 2012

  • QuickBooks 2013

  • QuickBooks 2014

  • QuickBooks 2015

  • QuickBooks 2016

  • QuickBooks 2017

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

Notable improvements found in All Editions

  • 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
    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

Notable improvements found in QuickBooks Enterprise

  • Merge multiple vendors (also found in Premier accountant edition) QuickBooks 2018 New Feature - Merge multiple vendors

  • Awesome improvement in Order management - now send pick tickets to employees via ANDROID mobile device
    with KitKat 4.4.2 or greater (works with downloaded app called warehouse manager). Supercharge this process by adding wireless mobile scanning using a Motorola/Zebra MC40
    First assign the warehouse and if applicable Bin
    Next send the picklist to your employee's android
    The employee completes the order and the PICKLIST screen now will be updated with the order status

    QuickBooks 2018 New Feature - Advanced order fulfillment

 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 sheet lines  (from Edit menu)

Improved Insights page on the Home ScreenQuickBooks 2017 new featurs

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

QuickBooks 2016 New Feature - Billtracker

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 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 mont


  • 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 customers is making a payments on multiple jobs.  Sort the receive 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

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.
he tabs (Time, Expenses, Mileage, Items) now include total of # of billable entries for each tab.
Reduces time needed to search each tab for billable time.

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

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

Estimates -
Automatically closed when you fully invoice an estimate.

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

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

New for Reports

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

Filter Report Names -
Sort alphabetically
Report names are searchable

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

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

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

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

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

QuickBooks Accountant 2015
With a 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


QuickBooks Accounting Software 2014  Includes all the great features of the prior editions PLUS Added - the following key features:

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 emailing.


  • 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 a 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 timesheet posted to 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 is 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 quanitity.

  • 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 customers 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.


  • 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 menu's.  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 advise 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

ustom 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 date range.
  All the conditions you set must be met for a rule to apply, great tool for implementing sale pricing, Rep pricing or when there is only nonstandard  
  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 Enterprise Advanced Inventory
2014 Edition        
Improved bank feeds X X X X
Improved email tracking and attach documents to customer emails. X X X X
Improved job cost reporting for large contract jobs     X X
Assign sales reps to purchase transactions      X X
Income Tracker X X X X
Format reports to fit into x pages wide and x pages tall X X X X
Copy and paste lines on forms X X X X
Online banking -bank feeds X X X X
New payroll center X X X X
Automatically build sub-assemblies when the parent inventory assembly item finds that there is not enough sub-assemblies in stock (nested build assemblies)      X X
Automatically update costs of assemblies when their component costs change using the bill of materials      X X
Auto switch out assembly parts for all items where used      X X
Customer bounced check feature X X X X
Billable time and costs window is now sortable by column heading   X X X
Maximum stock levels and Recommended reorder quanitites on the stock status report   X X X
2014 Edition        
Print Bills (items only tab) X X X X
Option to Uncheck Billable column by default X X X X
Selective Expand/Collapse on Reports X X X X
Print item descriptions in reports X X X X
Renaming rule for downloaded transactions - now you can customize so every single home depot store does not require you to assign an alias. X X X X
Group items - up to 50 in one group X X X X
Assign default classes to accounts, items, names     X X
Auto generate  Purchase Orders     X X
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     X X
Serial and lot number tracking, multi location inventory tracking  in QuickBooks
Bay/Bin locations, bar code scanning
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   X X X
Batched invoicing for time and expenses in QuickBooks   X X X
Batched time sheets (Crew timekeeping)  New in QuickBooks 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 Premier & QuickBooks Enterprise v 13 new features
Mac users - click here

2013 new and improved features for windows QuickBooks Editions:

1. New Design QuickBooks 2013:
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 is still available for QuickBooks users who prefer the icon on top

QuickBooks 2013 improvements

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.

QuickBooks 2013 Great new stuff

Awesome improvements to 2013 QuickBooks

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.

QuickBooks and the best of whats new

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) Its 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 subaccounts)
    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 years 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.


QuickBooks Accounting Software 2012 Added

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. 

QuickBooks 2013 Calendar


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 leads can   
    be converted to customers, leads can have multiple contacts. 
QuickBooks 2013 lead Center

3. Improved help menu, will make getting answers in QuickBooks even easier

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

QuickBooks 2013 great new value

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

     QB new features

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 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 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!

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 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 now includes a transaction tab on transactions - view linked transactions and
     summary data in the same window

QuickBooks 2013

14. No Company File Open -   QuickBooks nbsp; 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 CenterQuickBooks 2013 Inventory for sale

QuickBooks Enterprise v12 only Improvements
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 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.

Find QuickBooks 2013


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


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.

    Quickbooks 2010 Whats New

    Quickbooks 2010 Whats New
    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)

    Whats New in QuickBooks 2010
    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


  • 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

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

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

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.
    whats new in QuickBooks - shipping manager
  • 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.   


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

Intuit has stopped supporting older versions of QuickBooks 2008 and earlier -read more




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

Main QuickBooks Advantages:

QuickBooks Pro or Quickbooks Simple Start
What are your company's information needs and how QuickBooks can help?

Read more about the additional features Premier has to offer:

QuickBooks Premier

QuickBooks Accountant Premier Edition
QuickBooks Contractor Premier Edition
QuickBooks Professional Services Edition
QuickBooks Manufacturing and Wholesale
QuickBooks Nonprofit Editions
QuickBooks Enterprise Edition

Easier to use, but does it have the features you need?


Payroll integrates with QuickBooks, allocates labor costs to job, easy to use, competitively priced, do-it-yourself or complete services

QuickBooks Payroll


QuickBooks Help

Are you ready to buy but need help selecting the right QuickBooks version?

  Certified QuickBooks  Advisors

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.

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?
QuickBook Online

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,


Software Limitations
QuickBooks  system requirements
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  7 SP1, Windows 8.1 Update 1, Windows 10, Windows server 2008 R1 SP1,
Windows 2012 R2
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


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

List Name


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

lists combined

Customer:Job, Vendor, Employee,
Other Names

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

Job Type

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


Enterprise Solutions - unlimited  names and items 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


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. Top


QuickBooks for Mac

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.

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

Overview Tour
Features of QuickBooks Pro for Mac

Compare Quicken and QuickBooks Pro for Mac

When you purchase from this sit
Free E-book 500 page manual on using QuickBooks Mac
e-mail your paid receipt to info@qbalance.com for your free copy.

Video tips on Using QuickBooks for Mac
Finding stuff in QuickBooks Mac

Bookkeeping with QuickBooks 101
Why QuickBooks for Mac?
Whats going on in your Business - Mac will show you

buy QuickBooks for the Mac
QuickBooks For Mac
Single User $199.95
Two  User $349.95
Three  User $499.95

All desktop QuickBooks software come with a 60-Day Money-Back Guarantee. Try QuickBooks 2014 software for 60 days, if you are not satisfied, return it with a dated receipt for a full refund of purchase price.

QuickBooks Mac 2014

  • Income tracker where you can easily find transactions, edit transactions and create new transactions
  • Add sales representative
  • Customized views in customer center and vendor center

QuickBooks Mac 2013

  • Batch Invoicing- For fast invoicing when you are billing many customers for the same item/price
  • Attach Documents-scan and attach to the transaction or list item a copy of any document.
  • Improved help with videos-
  • Option to refresh reports automatically and choose to have reports option window open first
    before running the report. Also printing is much faster in 2013 edition.
  • Add Multiple (import Customers, vendors, items) from excel spreadsheet.
  • Improved backup- choose to backup to a folder every time QB is closed, the folder can be a cloud based such as Dropbox or Sugarsync.
  • Get paid faster from customers - payment network allows customers to pay by ACH
  • Improved reconciliation window- Sort by Date, ck #, payee, or amount (makes finding problems a breeze)
        hide transactions after the reconciliation date will keep errors to a minimum, discrepancies posted to a
        reconciliation discrepancy expense account (not open balance equity). Round tripping to QB Windows
        does NOT undo the reconciliation.

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
  • 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 



QuickBooks Pro

Benefits of using the QuickBooks program:

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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