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New report formatting. The rows for top-level categories are shaded gray, lower-level category rows are shaded beige, and rows with totals are shaded light gray. Updated online payments. Big changes for online payments were still in the works when this book was written. When you run a business or a nonprofit , you track company finances for two reasons: to keep your business running smoothly and to generate the reports required by the IRS, SEC, and anyone else you have to answer to.

QuickBooks helps you perform basic financial tasks, track your financial situation, and manage your business to make it even better. Work with more than 14, unique inventory items or 14, contact names. QuickBooks Pro and Premier company files can hold up to 14, inventory items and a combined total of up to 14, customer, vendor, employee, and other Other Names List names.

In the QuickBooks Enterprise Solutions edition of the program, the number of names is virtually unlimited. Track personal finances. In addition to opening a separate checking account for your business, you should also track your personal finances somewhere else like in Quicken. If you do decide to use QuickBooks, at least create a separate company file for your personal financial info. Track the performance of stocks and bonds. Of course, companies invest in things like equipment and office buildings, and you should track investments such as these in QuickBooks.

However, in QuickBooks, they show up as assets of your company Creating an Account. Manage specialized details about customer relationships. Lots of information goes into keeping customers happy.

With QuickBooks, you can stay on top of customer activities with features like to-dos, notes, reminders, and memorized transactions. You can also keep track of leads before they turn into customers. But if you need to track details for thousands of members or customers, items sold on consignment, project progress, or tasks related to managing projects, a customer-management program or a program like Microsoft Excel or Access might be a better solution.

Some third-party customer-management programs integrate with QuickBooks Managing Leads. QuickBooks comes in a gamut of editions, offering options for organizations at both ends of the small-business spectrum. QuickBooks Pro handles the basic needs of most businesses, whereas Enterprise Solutions the most robust and powerful edition of QuickBooks boasts enhanced features and speed for the biggest of small businesses. Likewise, features vary in the desktop editions for different countries; this book covers the U.

This book focuses on QuickBooks Pro because its balance of features and price makes it the most popular edition. QuickBooks Online Simple Start is a low-cost online option for small businesses with very simple accounting needs and only one person running QuickBooks at a time.

QuickBooks Online Essentials allows up to three people to run QuickBooks at a time and lets you connect to as many bank or credit card accounts as you want.

As its name suggests, it offers essential features like automated invoicing, entering bills, and controlling what users can access. QuickBooks Pro is the workhorse desktop edition. It lets up to three people work on a company file at a time and includes features for tasks such as invoicing; entering and paying bills; job costing; creating estimates; saving and distributing reports and forms as email attachments; creating budgets; projecting cash flow; tracking mileage; customizing forms; customizing prices with price levels; printing shipping labels; and integrating with Word, Excel, and hundreds of other programs.

Other lists, like the chart of accounts, can have up to 10, entries each. QuickBooks Pro Plus is a subscription product that costs a little more than the one-time license fee you pay for QuickBooks Pro, but QuickBooks Pro Plus offers mobile access, unlimited phone support, online backups, and always-up-to-date software.

Similarly, QuickBooks Premier Plus is the premier version of the subscription product. QuickBooks Premier is another multi-user edition up to five simultaneous users. It can handle inventory items assembled from other items and components, generate purchase orders from sales orders and estimates, apply price levels to individual items, export report templates, produce budgets and forecasts, and work with different units of measure for items. Plus, it offers enhanced invoicing for time and expenses, and includes a few extra features like reversing journal entries.

When you purchase QuickBooks Premier, you can choose from six different industry-specific flavors see the next section. Like the Pro edition, Premier can handle a combined total of up to 14, name list entries.

Enterprise Solutions is the edition for midsized operations. Up to 30 people can access a company file at the same time, and this simultaneous access is at least twice as fast as in the Pro or Premier edition. It can track inventory in multiple warehouses or stores and produce combined reports for those companies and locations. And because more people can use your company file at once, this edition has features such as an enhanced audit trail, more options for assigning or limiting user permissions, and the ability to delegate administrative functions to the other people using the program.

It was a struggle to get everything transferred but once I got it figured out, I am good to go. Thank you. When the package arrived, it truly was a new program in an unopened box. I had no problem whatsoever in installing the program and did not even need the additional link just in case. It was such a good deal, I ordered another one for my daughter who just started up a new business in this new year. Skip to main content.

About this product. It falls under the accounting category. Additional Product Features Operating System. Show More Show Less. More items related to this product. EUR EUR 9. Adobe PageMaker v7. Intuit 5. You may also like. No Comments. What is Affected by the Discontinuation? Why does Intuit discontinue products?

Shop Now. Related Posts. February 7, Select and accept the License Agreement and click the Next button. Enter the license and product keys provided to you at the installation time. Step 4- Choosing the right install type You will be shown two types of installs in QuickBooks.

Custom and Network install and the Express install. After selecting your desired installation feature: Proceed with the following steps shown on the window screen. After installation is complete, click on the QuickBooks to open and use. Step 2 - How to get your license and product numbers If you own a soft copy of the product, you will receive a confirmation email with your license and product numbers.

If you have the physical copy, scratch off the label to find your product and license number. Close all other running applications. Open the QuickBooks installer window by clicking on the installed application.

Drag and drop the QuickBooks icon to your systems application folder. The application folder will open automatically. Click on the QuickBooks icon to open the application.

Activating QuickBooks Desktop After your installation is complete, the QuickBooks software requires activation. For activation, you should upgrade the software before using it for the first time. Open the installed QuickBooks Desktop Now carefully follow the instructions and read them as well. After completion, the QuickBooks software is updated. The software is ready to use. Is QuickBooks still supported? How do I reinstall QuickBooks after I had to restore my computer?

Install the QuickBooks from the downloaded link as per the given instructions. Activate the software by updating the latest version. Is QuickBooks still compatible with windows 11? Further Reading. Talk to Support 1. Related Articles. Many factors make Quickbooks a better option, but the most essential part is the reliability and stability. Let's know more about how to download quickbooks and more in this guide.

And QuickBooks Pro is a product that is well-suited for small businesses. If you have less than twenty employees and have a turnover of one million per year, QuickBooks Pro is the best software for you. Download now! The QuickBooks is one such update! Launched in , this version offers a range of user-friendly advancements while still retaining the basic functions of the QuickBooks software. QuickBooks is the latest version of the software, and it includes new features and improvements over previous versions.