Youve wondered. I have QuickBooks 2005 or earlier, 2006, 2007, 2008, or 2009. Why do I need to spend another $200 bucks (actually $160 if you get it through me **, write for more details) for each user license to upgrade Well, the difference is in my opinion as a Certified QuickBooks ProAdvisor is the same as the difference between Windows 7 and XP or Vista. Switching can save you (employee time or your) time and potentially money. It can also make your life easier. Think about what life was like before cell phones, modern safe cars, energy efficient houses, Polarguard, and more up to date Windows and Mac Operating Systems.
QuickBooks Pro (and Premier if you need it) 2010 allows you to do five new features that earlier versions didnt allow you to do:
The first is the ability to scan and attach your company checks to received invoices from vendors. Why spend all that time is spent searching for an invoice when you can have it a the push of a button Image if you have 10-20 file cabinets to worry about. If you improved your employees efficiency by 10 or even 20% by this time savings, how much would that represent
Think of how the IRS, DOR, city, or your accountant would feel when it comes time to do an audit or your required annual audit to keep your business insurance and bonding. Think of all that fraud that would be prevented as no check could be issued under company policy without a corresponding invoice to match it up against.
You can also do the same for your checks that you receive from your customers and their issued invoices and employee time sheets. How many of your reading this make photocopies of checks Think of how much storage you wont need the coming three years because everything was scanned and you wont need to worry about a fire destroying all your records because you back up your data every day. Well, you do, dont you
The second is the company snapshot feature that came out in 2009. Get an immediate view into your bottom line all in one page with the Company Snapshot. Stay on top of your business by customizing your Company Snapshot. Choose at-a-glance reports of yearly or monthly expenses and income, expense and income details, who you owe money to and vice versa, top customers, track job costs, and use online banking so you know what your actual bank or credit card balance is after taking into account activities in those accounts.
The third is the ability to scan and deposit your checks with Intuit Check Solution for QuickBooks (subscription required); scanner sold separately. Why waste (employee) time running to the bank Shouldnt they be working instead, gasp!
The fourth is the ability to manage your business in more than one currency.
The fifth is the ability to modify all your forms (estimates, invoices, sales receipts, statements, etc.) with one click.
Why not join the 7 Million businesses who have chosen Intuits QuickBooks accounting and bookkeeping software to stay on top of their finances instead of the other way around. Nearly 70% of users report that they save 3+ hrs/week on bookkeeping* New features show you exactly where your business stands saving you time to focus on your business. QuickBooks can:
Organize your finances all in one place
Manage and customer, vendor, and employee data
Save money - track every dollar in and out
Create invoices, pay bills, and manage expenses
Gain insight into your business with over 100 reports
Access key data fast with Customer and Vendor Centers
Know where your business stands with real-time reports
* Based on 2008 survey of QuickBooks Pro & Premier customers who expressed an opinion
Save time when tracking your finances
Easily print checks, pay bills & track expenses
Easily print checks, pay bills & track expenses. Aggregate all your checks to be paid and print them in one batch. QuickBooks will keep track of each check so you can keep tabs on where your money is going. Enter bills from vendors. Since QuickBooks organizes everything in one place, youll be able to access all past payments & bills for each vendor with just a few clicks. Screenshot Example
Track sales, sales taxes & customer payments
Get rid of piles of paperwork. Easily enter customer payments. Since QuickBooks organizes everything in one place, youll be able to access all past payments for each customer with just a few clicks. Screenshot Example
Manage payroll & payroll taxes and offer Direct Deposit 1 (sold separately)
Intuit QuickBooks Payroll Services, QuickBooks Payroll for Mac powered by PayCycle, and Payroll for QuickBooks Online save you time by eliminating steps and giving you the tools to get your payroll done right. Screenshot Example
Create professional-looking invoices and forms 2
Select from Free professional designs to create a distinct look for your business across all your invoices, statements, and other forms. Apply across all your forms at once. Screenshot Example
E-mail estimates, invoices, sales receipts, statements, reports, and more 3
Create customer communications and e-mail directly from your QuickBooks using Microsoft Outlook or Outlook Express using your existing e-mail address. You can even edit your e-mail. Screenshot Example
NEW: Organize and back-up documents by attaching them to your QuickBooks records 4
Document Management lets you save time by attaching any electronic or scanned document --to any customer, vendor, employee, account, or transaction. A new feature in 2010. Screenshot Example
Accept credit and debit cards right in QuickBooks 5
Process credit card approvals right in your QuickBooks software. If you use Intuit QuickBooks Merchant Services, the data is automatically recorded in QuickBooks when you make a sale. And, it has no teaser rates, no hidden fees, no cancellation fees, and no long-term contracts. Screenshot Example
NEW: Scan and deposit your checks with Intuit Check Solution for QuickBooks (subscription required) 6
Easily scan and deposit your checks into QuickBooks with Intuit Check Solution for QuickBooks. Subscription required; scanner sold separately.
Track time, mileage, and expenses to bill clients
Record time and expenses by client job so you can easily stay on top of your projects. From there, its easy to invoice clients in a few clicks so you wont miss any billable time and expenses. Screenshot Example
Get insights so you make better decisions
Allow multiple users to work in QuickBooks Pro for the PC at the same time 7
Multiple-user functionality enables more than one person to work on a company file at the same time, increasing collaboration and productivity. It ensures that up to five (5) users are working on the most up-to-date data. Screenshot Example
One-click business reports
Get pre-designed, customizable business reports to gain insights into your business. See all available reports in one screen to easily choose the right one. Drill down with one click to see the detail behind the numbers. Export any report to Excel - your QuickBooks formatting and formulas go with it. Screenshot Example
100+
Import data from Excel, Quicken, Microsoft Office Accounting & prior QuickBooks versions 8
Get up and running fast by importing data from the tool you use to track your finances now. However little or much data you currently have, you wont have to start over from scratch. If you have a Bank of America customer, you might be able to import your records for the last year. Screenshot Example
Track inventory, set reorder points & create purchase orders
Easily track your inventory to avoid overbuying and backorders. Indicate re-order points for each inventory good and turn on reminders to automatically let you know when its time to reorder. Screenshot Example
Download your bank & credit transactions into QuickBooks 9
Save time and avoid data entry errors. Instead of typing in your bank and credit card transactions, download them securely from over 3000 participating financial institutions and easily import them into QuickBooks. Screenshot Example
Get an immediate view into your bottom line all in one page with Company Snapshot
Stay on top of your business by customizing your Company Snapshot. Choose at-a-glance reports of yearly expenses and income, expense and income details, and top customers. Screenshot Example
Track international sales & expenses in multiple currencies 10
QuickBooks supports all global currencies and does all the currency calculations for you. You can even download exchange rates or do wire transfers from right in QuickBooks. Screenshot Example
If you want to be able to easily create and build a professional business plan by quickly by answering step-by-step questions, forecast sales & expenses, or create 100 industry-specific reports and install industry features such as: Profitability by Product for manufacturing and wholesale businesses, Job/ Project Costs for professional services firms & contracting businesses, Donor Contribution Summary for nonprofit organizations, and Sales Tax Liability for retail businesses then you might want to consider using QuickBooks Premier or Enterprise Solutions. Write to me to set up a time to discuss or call me at (206) 789-8328.
Important disclaimers, disclosures and Chart Notes (yes, I hate to have to mention these but it is the ethical thing to do):
1. Requires paid subscription, EIN and Internet access. For Mac: Requires Intuit QuickBooks Payroll for Mac. Additional fees apply. Internet access required. Adobe Reader is required to print checks and forms. Service not available in Canada.
2. For Mac: Templates customized in prior versions of QuickBooks for Mac will be available but not editable. QuickBooks for Windows templates are not transferable to QuickBooks for Mac.
3. Outlook integration requires Outlook or Outlook Express 2000, 2002, 2003 or 2007. For Mac: Requires Apple Mail MicrosoftEntourage2004 or 2008 for Mac.
4. Scanner not included. Only TWAIN compliant scanners supported. Maximum 100 MB per file. Total file storage 100MB or about 1000 2 page PDFs.
5. Additional fees, terms, and conditions apply.
6. Payments submitted by 3 p.m. PST usually get funds deposited to the merchants U.S. bank account the next business day. Intuit reserves the right to hold settlement on deposited checks as necessary to manage risk. Deposits held are reviewed with merchants and a decision is made to release funds after reviewing the specific situation. Subsequent deposits then revert to next day funding. Requires QuickBooks accounting software 2010 (for the PC) or higher, QuickBooks Enterprise Solutions 10, or QuickBooks Online Edition (each sold separately) and a merchant account through Intuit Payment Solutions. Application approval, an Internet connection on a Windows PC and at least Internet Explorer 5.0 required. Not compatible with QuickBooks Pro for Mac. Transaction fees apply. Terms, conditions, features, pricing, service and support options are subject to change without notice. Requires one of two scanners: high speed Panini Vision VX Scanner or general purpose Fujitsu ScanSnap s300/s1300 Scanner (each sold separately).
7. QuickBooks Pro and Premier: Requires purchase of a license for each additional user. All copies of QuickBooks must be the same version-year.
8. For QuickBooks Online Plus, Pro, Premier, and Enterprise: Upgrade from any product QuickBooks 4.0 or later. For Mac: QuickBooks 2010 for Mac can upgrade files from QuickBooks Simple Start, Pro, Premier, and Premier Accountant Edition 2008, 2009, and 2010 for Windows; New User Edition 5.0, 6.0, 2005, and 2006; and QuickBooks Pro for Mac 4.0 (M12), 5.0, 6.0, 2005, 2006, 2007 and 2009 (U.S. versions).
9. Online services vary by participating financial institutions and may be subject to application approval, and additional terms, conditions and fees. We authenticate your account with your financial institution, and then use secure data transmissions between your financial institution and Intuit.
10. Internet Access Required. Additional fees may apply.
QuickBooks is not spelled Quick Books but I am spelling it that way in case you are searching for it using those words.
As a point of disclosure, I receive a referral fee equal to 6% of the sales price from Intuit for each sale or we can discuss others ways for you to save.
Location: Seattle: Your place / quiet coffee shop
its NOT ok to contact this poster with services or other commercial interests
