Before investing your time and energy setting up a QuickBooks
accounting system, it is important that you first answer a
couple of questions.
Is QuickBooks right for you?
While QuickBooks accounting software is an incredibly flexible
and powerful program for most small businesses, there are
instances where another accounting solution may better serve
your needs. Some factors that need to be considered include:
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What type of business are you? (services,
manufacturing, retail, etc…)
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How many transactions do you have each
month?
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How many users will need access to the
system?
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What are your reporting requirements?
The majority of our small business use QuickBooks successfully,
but there are some that are better served by other solutions.
By letting us help you evaluate your needs, you can save yourself
time, money, and aggravation that can come from trying to use
a system that may not provide you with what you need.
Which version of QuickBooks should you use?
QuickBooks accounting software is available in several different
versions; Simple Start, Online, Pro, Premier, and Enterprise.
Choosing the right solution for you is important to get the
best cost/benefit from your QuickBooks system. Listed below
is a quick summary of each version.
QuickBooks
Simple Start
QuickBooks Simple Start organizes your financial information
all in one place, so everything is easy to find. It simplifies
all your accounting tasks and presents the information you
need exactly the way you need it. And now it's easier to use
and more flexible than ever!
Start saving time right away!
Now, easier to use and more flexible, QuickBooks Basic makes
managing your small business finances faster and easier than
ever. Now, you can access the improved Help & Support
Center from more places... and type your question in plain
English.
You can schedule automated data backups onto
more types of media, including CD-ROMs (Windows XP only). You
get more flexibility when printing forms. And you can create
a budget more easily.
Want more options for customizing your forms? A way to create
a budget instantly and automatically? Want to flow information
from QuickBooks into other business applications-and vice
versa? Then take a look at QuickBooks Pro. And if you want
all that, plus planning tools to help you achieve better results,
check out QuickBooks Premier.
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Track of your sales and expenses automatically
as you create receipts or invoices, and make deposits.
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Includes everything you need to organize
customer information, pay your bills and prepare for tax
time.
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Simple to set up, learn, and use.
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Keeps you organized, efficient, accurate.
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New customization option lets you create
professional-looking estimates and invoices with a few keystrokes.
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Find any transaction fast. Get totals
automatically without writing formulas or doing math.
QuickBooks Pro
Advanced tools that increase your productivity and
help you look more professional
QuickBooks Pro offers advanced, yet easy-to-use
tools for small businesses that want to manage their finances
more effectively and efficiently. In addition to all the features
of QuickBooks Basic, it offers more power and flexibility.
For instance, it automates job costing and time tracking.
It allows you to create multiple estimates per job. It gives
you over 100 forms templates and lots of control over the
look and content of your forms. It lets you create a monthly
budget with just one click of your mouse.
QuickBooks Pro can save you time by letting
you share your customer, vendor, inventory and financial data
with more than 100 popular business applications, including
Microsoft Word, Excel, Outlook, and ACT!
Order the Pro Edition 5-User Pack, and you can give as many
as 5 networked users access to your company's QuickBooks file
at the same time.
Key Advantages
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More than 100 timesaving form templates
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Powerful forms customization options
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Creates a budget with one click
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Shares data with more than 100 business
software applications
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Tracks job cost, tracks time and allows
multiple estimates per job
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Allows up to 5 simultaneous users (5-User
Pack only; requires local area network)
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Lets you assign custom price levels
to different customers
QuickBooks
Premier
An exciting recent addition to the QuickBooks
family, QuickBooks Premier is designed for businesses who want
to manage their finances and improve the long-term performance
of their business.
It offers a comprehensive set of tools that include everything
in QuickBooks Pro, plus advanced tools and features that help
you take your business further. It helps you quickly and easily
create a business plan to help you get loans or financing.
QuickBooks Premier also includes a sophisticated analysis
tool that actually measures your financial performance against
averages for your industry and make expert recommendations
to help you improve it
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New management and planning tools help
you achieve better results
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Builds a business plan and forecast
based on your finances
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Analyzes your finances and makes expert
recommendations
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Tracks sales orders
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Tracks components and finished goods
for more accurate inventory management
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Flexibility to work from home or the
road via the Internet
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Easy upgrade automatically transfers
your existing QuickBooks data
QuickBooks
Retail: Point of Sale
QuickBooks Point of Sale software for retailers makes it
faster and easier to track sales, inventory and customer information.
It turns an ordinary PC into a cash register.
QuickBooks Point of Sale software gives you
the convenience you want with the control you need to manage
and analyze your business.
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Rings up sales like a cash register.
Stores sales, inventory and customer information for better
reporting and decision-making.
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Tracks inventory, so you know what inventory
you have on hand without doing a manual count.
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Stores customer information, including
name, contact information and items purchased.
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Never enter sales information into QuickBooks
Financial Software again!
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Works with Intuit-tested point of sale
hardware - receipt printer, cash drawer, bar code scanner
and credit card swipe.
QuickBooks Point of Sale software lets you easily transfer
summarized sales data to QuickBooks Pro or Premier (bought
separately), so you'll never have to re-enter sales information
into QuickBooks Financial Software again.
Get the Complete Solution
When you buy QuickBooks Point of Sale software, you can also
purchase the Intuit-tested hardware package, which includes
a receipt printer, cash drawer, bar code scanner and credit
card swipe.
QuickBooks
Premier: Contractors Edition
Custom Built For Contractors
Introducing QuickBooks Premier: Contractor
Edition, a first-ever addition to the existing QuickBooks family
of products used by more than 350,000 contractors.
Premier: Contractor Edition is custom-built for contractors.
It simplifies the work of running your contracting business-from
paying bills to estimating, invoicing, and job costing - so
you can manage your business more effectively and free yourself
for the work that makes a difference to your customers.
It lets you create more accurate and complete
estimates, with change orders, and instantly see where you are
making money and where you are losing money.
With customized set-up help, a custom contractor menu and
navigator, and customizable forms templates, there's never
been an easier way to take charge of your contracting business.
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Custom job-costing reports let you see
which jobs are making money-and which are not
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Track change orders and get client approvals
in writing
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Nine reports specialized for contractors
keep you on top of your business
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Contractor Menu and Navigator give you
one-click access to your key contractor activities and reports
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Contractor-customized help and tips to
help you get more from QuickBooks
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More than 100 new form designs and more
customization options
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Automatically converts your existing
QuickBooks files
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Works like other QuickBooks products,
so you can be assured it's fast and easy-to-use
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Includes everything in QuickBooks Pro
and Premier
QuickBooks
Premier: Professional Services Edition
QuickBooks Professional Services Edition is an all-in-one
solution recommended for consulting, engineering, architecture,
law, graphic design firms, and many other types of small businesses.
QuickBooks: Professional Services makes it faster and easier
to manage projects, clients, and to automate invoicing without
giving up flexibility.
QuickBooks: Professional Services software
gives you the convenience you want, with the control you need
to manage and analyze your business.
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Create and track invoices in QuickBooks,
then send the data to Word documents that look just like
those you used to create manually. No need to retype any
information.
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Get instant access to contact information,
balances and transaction histories for any client, all in
one window.
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Set multiple hourly billing rate levels
for your employee, client or service, and apply them to
invoices any way you choose.
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Gain insight into your business with
17 Professional Services reports, including reports that
keep you on top of your projects and show where you're making
or losing money.
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Streamline financial tasks by turning
estimates or proposals into invoices with one click, and
emailing them as PDF files.
QuickBooks
Premier: Manufacturing and Wholesale Edition
QuickBooks Manufacturing and Wholesale Edition is an all-in-one
solution recommended for manufacturers and wholesalers. QuickBooks
Manufacturing and Wholesale Edition makes it faster and easier
to create Bills of Materials, create customized pricing levels,
track inventory, sales orders, etc.
QuickBooks Manufacturing and Wholesale Edition
software gives you the convenience you want, with the control
you need to manage and analyze your business.
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Create Bills of Material to easily track
assembled products and their associated costs including
both material and non-material costs.
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11 Manufacturing and Wholesale reports
show where you where you're making money and where you aren't.
See which items are on your shelves, and which out-of-stocks
are costing you sales.
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Price your products more profitably
with tools that let you create up to 100 pricing levels
per item.
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The new Sales Order Fulfillment Worksheet
shows all your open sales orders. And, it helps you select
the orders to ship based on the criteria that are important
to you.
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The new, simplified QuickBooks Home Page
gives you instant access to bills, bank accounts, customer
and vendor data, and reports. Pay bills, print checks and
track expenses with ease.
Start fast and get help when you need it.
Manufacturing and Wholesale Edition includes a chart of accounts
customized for manufacturers and wholesalers and built-in tutorials
on topics like inventory management. Plus, get FREE QuickBooks
callback support for 30 days following registration.
Start fast and get help when you need it. Manufacturing and
Wholesale Edition includes a chart of accounts customized for
manufacturers and wholesalers and built-in tutorials on topics
like inventory management. Plus, get FREE QuickBooks callback
support for 30 days following registration.Start fast and get
help when you need it. Manufacturing and Wholesale Edition includes
a chart of accounts customized for manufacturers and wholesalers
and built-in tutorials on topics like inventory management.
Plus, get FREE QuickBooks callback support for 30 days following
registration.Start fast and get help when you need it. Manufacturing
and Wholesale Edition includes a chart of accounts customized
for manufacturers and wholesalers and built-in tutorials on
topics like inventory management. Plus, get FREE QuickBooks
callback support for 30 days following registration.
QuickBooks
Premier: Nonprofit Edition
QuickBooks Nonprofit Edition is an all-in-one solution recommended
to help nonprofits easily show accountability to the Board
of Directors. QuickBooks Nonprofit Edition is recommended
if your work involves charity, religious, human service, arts,
education, or other tax-exempt groups.
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Nonprofit Edition organizes your financial
information the way your Board of Directors, donors, and
the IRS want to see it.
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Automatically track your organization's
finances with the Nonprofit Chart of Accounts as you enter
donations, fund programs, and pay bills. Plus, create a
budget automatically.
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Finish basic accounting tasks faster.
Get direct access to bills, bank accounts, pledges, donations,
vendors, and reports from the new simplified Home Page.
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Streamline donation processing and fundraising.
Turn pledge forms into thank you letters and receipts with
just a few clicks. See contact information, pledge status
and contribution history for any donor at a glance in the
new Customer Center.
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Generate any of the 8 nonprofit-specific
reports with one click.
Start fast and get help when you need it,
with in-product Help focused on nonprofit-specific issues, built-in
tutorials and FREE QuickBooks callback support for 30 days following
registration.Start fast and get help when you need it, with
in-product Help focused on nonprofit-specific issues, built-in
tutorials and FREE QuickBooks callback support for 30 days following
registration.Start fast and get help when you need it, with
in-product Help focused on nonprofit-specific issues, built-in
tutorials and FREE QuickBooks callback support for 30 days following
registration.
QuickBooks Online Edition
QuickBooks Online Edition is an online version of QuickBooks,
but instead of installing it on your computer, you access
and manage your data through a secure, encrypted Internet
connection. Once you're setup, your data resides on QuickBooks
remote servers.
Key Advantages
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Access your financial data anywhere,
any time. Update your financial records, run reports, and
track income and expenses from your home, office, on the
road, or anywhere you can access an Internet-connected PC.
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Grant access to multiple users. Give
employees and your accountant limited access so they can
update timesheets, sales, expenses or review the books.
No need to invest in a network.
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Maintain total control of your data.
Decide who has access, what they can see and what transactions
they can make.
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Protect your data from facility disasters
and hardware failures with automatic daily backups and offsite
data storage.
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Manage financial tasks easily online.
Track expenses, write checks, invoice customers, and more.
Quickbooks online is ideal for companies
with multiple locations or who have financial or other staff
who telecommute frequently.
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