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Search Icon Click here to search Search For. Many or all of the products here are from our partners that pay us a commission. Terms may apply to offers listed on this page. Ratings Methodology. QuickBooks Desktop. Rating image, 4. Bottom Line: QuickBooks Desktop remains a favorite among small business owners. Read our review of this popular small business accounting application to see why.
Ease Of use. Rating image, 3. Rating image, 5. Affordably priced Multiple plans offer easy scalability Intuitive system navigation. Interface could be streamlined Access to phone support could be better Limited integration with some third-party apps. QuickBooks Desktop currently offers four very distinct desktop editions: QuickBooks Pro QuickBooks Premier QuickBooks Enterprise QuickBooks Accountant Each of the first three versions offers an excellent selection of features and functionality, while QuickBooks Accountant is an ideal option for accounting professionals who wish to connect and manage their clients that currently use QuickBooks Desktop applications.
Who is QuickBooks Desktop for? These new features include: Enhanced system navigation Expanded help capability Automatic payment reminders sent to past due customers Ability to consolidate invoices into a single email In addition, all QuickBooks editions offer the following features: Invoicing QuickBooks Desktop offers top notch invoicing software capability , allowing users to create a professional invoice for their customers.
Inventory Good inventory tracking capability is available in all QuickBooks Desktop editions, with the ability to track all products sold, cost of goods, and inventory management, including inventory adjustments. Image source: Author The Bill Tracker information provides an excellent summary of all purchase orders , open bills, and overdue bills, as well as a total of most recently paid bills.
Track income and expenses You can easily connect all of your bank and credit card accounts to QuickBooks Desktop in order to easily manage and track your business expenses. Reports QuickBooks Pro includes more than standard expense reports , with the Premier and Enterprise editions offering more than industry-specific reports, with even more advanced reporting options available in the Enterprise plan. Image source: Author A series of icons appears below each displayed report, offering options to run the report, view additional information, mark the report as a favorite, and request report-specific help.
Forecasting: Not typically found in small business accounting applications, QuickBooks Premier and Enterprise also include excellent forecasting capability, allowing you to easily track business performance while creating forecasts from scratch. Image source: Author You can click on the yellow tab to the right of the navigation centers to see new features.
Image source: Author Help and support resources available for QuickBooks Desktop include the following: Ask support personnel a question Connect with an expert Connect with support personnel via chat Educational articles Product tutorials Training classes Training videos User community Webinars Unless you purchase the Enterprise plan, live telephone support is limited to chat.
Benefits of QuickBooks Desktop One of the biggest benefits of using QuickBooks Desktop is that you can easily scale up to the next edition should it be necessary. QuickBooks Desktop is the quintessential accounting software for small business owners featuring invoicing, revenue tracking, and inventory tracking capabilities.
How QuickBooks Desktop Compares. About the Author. Transfer customer credits across jobs, quickly and easily. Easily keep track of what you owe vendors, from check to bill pay.
Reliably and significantly reduce file size without deleting data - on your own with confidence and ease. Be confident that you are accruing sick and vacation time correctly. Add flexibility and insight to you business with new customizable inventory reports. Get your work done significantly faster with windows open across multiple monitors.
Save time with a new searchable Chart of Accounts. Help deliver your payroll taxes on time with a payroll liability reminder on the home screen. Compare business performance on a cash or accrual basis with one click. Automated reports let you know that your reports are on time and accurate based on the data provided, automatically generated and emailed to you when you schedule them. Smart search is a personalized autocomplete feature that helps you search for names, account numbers, and transaction amounts quickly.
Reports filters are now easily viewable and can be applied across multiple reports and viewed on one screen. Bill Tracker lets you see the status of your bills, print or close purchase orders, and more, making it easier than ever to manage payables. Manage forms in a single step—unclutter your "send forms" queue in a single click. Advanced reporting features include a "this year to last month" filter.
Get the full picture of your business performance—see your profit and loss, income and expenses, and top customers instantly on the Homepage Insights. Find all reminders and notifications in one single window—overdue items, to-do tasks, system notifications, and notes from accountants. View and pin important notes about customers, vendors, and employees. Add multiple attachments, customize email templates to include customer or job info, and see prior email conversations with powerful email capabilities.
See all your income-producing transactions in one spot, including overdue invoices so you can remind customers to pay up with Income Tracker. Pull in all your banking transactions from multiple banks and accounts so you can view and categorize them for tax time.
Track bounced checks and see key reports in just one click. Invoice multiple customers for time and expenses in one batch. See your invoices, billing, and other important tasks in a Calendar View.
Access your inventory items all in one place with Inventory Center. Attach and store documents in the Document Center. Access industry-specific report templates created by other QuickBooks users. See all your key customer information at a glance with the Customer Snapshot. Set up Memorized Transactions for recurring billing, invoices, and estimates.
Create professional looking invoices and forms. Track sales, sales taxes, and customer payments. Send invoices and estimates right from your business Yahoo! Create and print deposit slips.
Easily print checks, pay bills, and track expenses. Import your contacts from Excel or other email address books. Allow up to 3 users to work in QuickBooks at the same time.
Set individual user permissions to control access to sensitive information. Create a copy of your company file for your accountant. Track your balance sheet by class such as a location, department, or profit center. Import data from Excel, Quicken, and prior QuickBooks versions.
Download bank and credit card transactions directly into QuickBooks. Next, users enter details about their business contacts, sales tax, the products or services they sell and any other users who will have access to the software.
QuickBooks recommends creating an initial backup of that company info after the setup process is complete. If you need more than three total users, consider upgrading to QuickBooks Desktop Premier Plus , which can accommodate up to five users. The product will alert business owners when stock is running low and let them create purchase orders, track products and keep tabs on the cost of goods. Additionally, the software product lets you connect the item to an asset account, cost of goods account and income account.
Lots of these report categories are further divided into summary and detail reports. Users can schedule reports automatically, too. QuickBooks Desktop plans get pricey once you start adding additional users.
A step up from QuickBooks Desktop Pro Plus, the Premier Plus plan includes industry-specific features for general contractors, nonprofits, wholesale and manufacturing companies, retail stores and professional service businesses. It has more than reports, including industry-specific ones, and financial forecasting tools. Other advantages of cloud-based software include hundreds of integrations, a more modern user interface and the ability to enter transactions through the mobile app.
Here are some of its key features:. Income and expense tracking.
QuickBooks Desktop Pro | TechRadar - QuickBooks Desktop’s features
While it does seem quite involved to the uninitiated, if you spend time working through its many levels you should find it undeniably useful. Intuit is a very large company and as a result has most bases covered when it gets down to the customer support side of things. As mentioned earlier, the QuickBooks Desktop Pro edition ramps the support options up a notch or two, with a Smart Help feature that delivers a fast and efficient means of getting assistance when you need it.
QuickBooks Desktop Pro opens in new tab will not appeal to everyone and might seem a little over engineered if you have a small business that doesn't need so many complex solutions.
Better still, you can use it on a local machine without fear of not being able to access full functionality if you're not connected to the internet. Rob Clymo has been a tech journalist for more years than he can actually remember, having started out in the wacky world of print magazines before discovering the power of the internet.
In the rare moments he's not working he's usually out and about on one of numerous e-bikes in his collection. Tech Radar. North America. Compare Rates. Insurances Auto Insurance. Homeowners Insurance. Life Insurance. Pet Insurance. Loans Best Of Lists. Lender Reviews. Small Business Software Overview. Knowledge Knowledge. Recent Articles. Search Icon Click here to search Search For. Many or all of the products here are from our partners that pay us a commission. Terms may apply to offers listed on this page.
Ratings Methodology. QuickBooks Desktop. Rating image, 4. Bottom Line: QuickBooks Desktop remains a favorite among small business owners. Read our review of this popular small business accounting application to see why. Ease Of use. Rating image, 3. Rating image, 5. Affordably priced Multiple plans offer easy scalability Intuitive system navigation.
Interface could be streamlined Access to phone support could be better Limited integration with some third-party apps. QuickBooks Desktop currently offers four very distinct desktop editions: QuickBooks Pro QuickBooks Premier QuickBooks Enterprise QuickBooks Accountant Each of the first three versions offers an excellent selection of features and functionality, while QuickBooks Accountant is an ideal option for accounting professionals who wish to connect and manage their clients that currently use QuickBooks Desktop applications.
Who is QuickBooks Desktop for? These new features include: Enhanced system navigation Expanded help capability Automatic payment reminders sent to past due customers Ability to consolidate invoices into a single email In addition, all QuickBooks editions offer the following features: Invoicing QuickBooks Desktop offers top notch invoicing software capability , allowing users to create a professional invoice for their customers. Inventory Good inventory tracking capability is available in all QuickBooks Desktop editions, with the ability to track all products sold, cost of goods, and inventory management, including inventory adjustments.
Image source: Author The Bill Tracker information provides an excellent summary of all purchase orders , open bills, and overdue bills, as well as a total of most recently paid bills. Track income and expenses You can easily connect all of your bank and credit card accounts to QuickBooks Desktop in order to easily manage and track your business expenses. Reports QuickBooks Pro includes more than standard expense reports , with the Premier and Enterprise editions offering more than industry-specific reports, with even more advanced reporting options available in the Enterprise plan.
Image source: Author A series of icons appears below each displayed report, offering options to run the report, view additional information, mark the report as a favorite, and request report-specific help. Forecasting: Not typically found in small business accounting applications, QuickBooks Premier and Enterprise also include excellent forecasting capability, allowing you to easily track business performance while creating forecasts from scratch.
Image source: Author You can click on the yellow tab to the right of the navigation centers to see new features. Image source: Author Help and support resources available for QuickBooks Desktop include the following: Ask support personnel a question Connect with an expert Connect with support personnel via chat Educational articles Product tutorials Training classes Training videos User community Webinars Unless you purchase the Enterprise plan, live telephone support is limited to chat.
Benefits of QuickBooks Desktop One of the biggest benefits of using QuickBooks Desktop is that you can easily scale up to the next edition should it be necessary. QuickBooks Desktop is the quintessential accounting software for small business owners featuring invoicing, revenue tracking, and inventory tracking capabilities. How QuickBooks Desktop Compares. About the Author. Blue Twitter Icon Share this website with Twitter.
QuickBooks recommends creating an initial backup of that company info after the setup process is complete. If you need more than three total users, consider upgrading to QuickBooks Desktop Premier Plus , which can accommodate up to five users.
The product will alert business owners when stock is running low and let them create purchase orders, track products and keep tabs on the cost of goods. Additionally, the software product lets you connect the item to an asset account, cost of goods account and income account. Lots of these report categories are further divided into summary and detail reports. Users can schedule reports automatically, too.
QuickBooks Desktop plans get pricey once you start adding additional users. A step up from QuickBooks Desktop Pro Plus, the Premier Plus plan includes industry-specific features for general contractors, nonprofits, wholesale and manufacturing companies, retail stores and professional service businesses. It has more than reports, including industry-specific ones, and financial forecasting tools. Other advantages of cloud-based software include hundreds of integrations, a more modern user interface and the ability to enter transactions through the mobile app.
Here are some of its key features:. Income and expense tracking. Sales tax tracking.
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