Introduction – QuickBooks The Missing Manual [Book]

How to use QBprint. Why am I getting quickbooks registration error? Upgrade QuickBooks to another version or to the latest release or to the version that is available in your upgrade. The process is here to upgrade your QuickBooks Desktop account from your current QuickBooks account edition. The upgrade process is mentioned here to install an upgrade from your current using QuickBooks The upgrade can be done on time to get the benefits of new, advanced, and improved features.

Do upgrade it manually from existing software or directly download it from the links mentioned below. The upgrade helps you to work without facing the errors and problems that you are facing because of using the outdated version of QuickBooks software. Here are the steps that you have to follow In this, you have to first download the latest release and then install it within your existing software.

The download can be done from your software itself using the Help menu and then updates then check for it to download it. So the steps to do this are mentioned here In this phase, you have to prepare your file according to the upgraded version. Now after preparing the file, upgrade it and use it easily with your upgraded version of your QuickBooks account.

Here are the steps that you have to follow to complete the process of upgrading your company file. Upgrading to QuickBooks is not a difficult task and the process is completely seamless.

However, before upgrading, keep few points in mind:. To know about these steps in details and learn about all the pros and cons, get in touch with our QuickBooks Technical Support team.

Our QuickBooks Customer Support team will guide you and let you know how to upgrade the QuickBooks and what are the best ways to do that. You can call QuickBooks tech support team through our smbaccountants. Intuit stops live chat support and admittance to add-on business administrations of more seasoned Desktop renditions of QuickBooks to zero in on supporting more current editions. QuickBooks Tutorials. QuickBooks Learning Center.

The process of upgrading or updating the software is easy so you have to follow the process properly in which you have to take the backup that helps you to secure your data while upgrading or updating. There are a few things that you have to do before starting the update or upgrade process It is different according to the different editions of QuickBooks software that are mentioned below For beginners, QuickBooks offers a free trial for a specific time period to experience how to manage your business accountancy in automated mode.

To take advantage of new features, switch to an advanced plan. The cost of advanced plans might be varied before the switch to any plan checks the current plans and their prices.

Yes, you can download QuickBooks on windows 10 but it might be creating issues in your file. This happens because this version is not completely fit on windows 10 specifications, the user has to fix the errors manually for further processing. QuickBooks and all higher versions support the windows appropriately to meet more advanced features.

But in case, if you need to manage the tax return programs and all related processes, then you need an accounting expert to approve the tax files. First Phase: Download and install the upgrade Second Phase: Preparation for company data file Download Quickbooks Pro Download Quickbooks Premier Download Quickbooks Mac Download Quickbooks Enterprise Download Quickbooks Accountant NET 4.

Microsoft Office: Synchronize with your Microsoft Outlook account that requires QuickBooks Contact Sync for Outlook Exporting the reports requires Microsoft Excel , , or Preparing letters requires Microsoft Word , , or MS Office includes the bit and bit both The online features and Payroll requires internet access with 56 Kbps connection speed Cable modem or DSL recommended Adobe Acrobat Reader: requires the business planner functionality and for viewing the forms it requires Adobe Acrobat Reader 5.

Microsoft Office: Synchronize with your Microsoft Outlook account that requires QuickBooks Contact Sync for Outlook Exporting the reports requires Microsoft Excel , , or Preparing letters requires Microsoft Word , , or MS Office that includes the bit and bit both The online features and Payroll requires internet access with 56 Kbps connection speed Cable modem or DSL recommended Adobe Acrobat Reader: requires the business planner functionality and for viewing the forms it requires Adobe Acrobat Reader 5.

Accountant s. Features of QuickBooks Pro The features that are basic and common for all the editions are mentioned here. The features are as follows:- New features Calendar View- In this, you can easily view all the invoices, important tasks, and billing that are due or upcoming. This helps you in tracking and reporting so that no mistakes can take place Lead Center- It helps you to follow up or track the new leads.

You can store your documents and attach them to the Document Center of QuickBooks so that you can refer to them. The tax time preparations are done easily, and also store locally on the hard drive. Batched Timesheets- In this, you are looking for creating the timesheet for multiple persons then this feature helps you a lot.

With this, you can create timesheets for multiple employees. This helps you in managing the files easily and gets used the more space.

So it is now improved so you can take advantage of it. This feature comes under the basic feature that you get in all editions of QuickBooks. Features of QuickBooks Premier Inventory Center- This feature helps you in finding and locating the inventory tasks in the inventory Centre.

Now it is easier for you to determine the tasks that are related to the inventory. All the tasks are reflected in the inventory center that makes your work more smooth and easy. Batched Invoicing for Time and Expenses- With this feature now you can make the invoices to multiple customers at the same time for the expenses and time in a single batch.

It makes you save your time and make your work faster. Features of QuickBooks Enterprise Track the Inventory in Multiple Locations- Easy to track the inventory from different trucks, warehouses, or piles. Also, transfer items from one location to another. You get the detailed report as well with this feature so that inventory management is easy. Serial Number and Lot Tracking- It is easy to track the lot numbers or serial numbers from the inside of QuickBooks Find and Select items- There is a new feature known as Faster Form Completion that makes finding and entering items into the sales forms easy.

You can also switch between the costing methods whenever you want to switch in your QuickBooks Enterprise account.

These days, QuickBooks Help gives more in the way of accounting background and troubleshooting tips than it used to, although useful examples are still in short supply. The problem is finding the topics you want. This book takes the place of the manual that should have accompanied QuickBooks It applies to the U.

Windows version of QuickBooks Pro and Premier. Versions for other countries differ from the U. After that, go ahead and jump from topic to topic depending on the bookkeeping task at hand. All the features in QuickBooks Pro—and in this book—are also in Premier.

To keep you productive, this book also includes evaluations of features to help you figure out which ones are useful and when to use them. QuickBooks The Missing Manual is designed to accommodate readers at every technical level. The primary discussions are written for people with advanced-beginner or intermediate QuickBooks skills. These chapters cover creating and managing a company file; setting up accounts, customers, jobs, invoice items, and other lists; and managing QuickBooks files.

These chapters describe how to track time and expenses, pay for things you buy, bill customers, manage the money that customers owe you, pay for expenses, run payroll, manage your bank accounts, and perform other bookkeeping tasks.

Part Three delves into the features that can help you make your company a success—or even more successful than it already is. Part Four helps you take your copy of the program to the next level. Part Five provides a guide to installing and upgrading QuickBooks and a reference to helpful resources. You can find three bonus appendixes online at www.

To use this book and QuickBooks , you need to know a few basics. To click means to point your cursor the arrow pointer at something on the screen and then—without moving the cursor—press and release the left button on the mouse or laptop trackpad. To right-click means the same thing, but you press the right mouse button instead. To double-click , of course, means to click the left button twice in rapid succession, again without moving the pointer at all. And to drag means to move the cursor while holding down the left mouse button the entire time.

To right-drag means to do the same thing but holding down the right mouse button. Related procedures, like Ctrl-clicking , work the same way—just click while pressing the corresponding key. The menus are the words at the top of your screen: File, Edit, and so on. Some people click to open a menu and then release the mouse button; after reading the menu command choices, they click the command they want. Other people like to press the mouse button continuously as they click the menu title and drag down the list to the desired command; only then do they release the mouse button.

Both methods work, so use whichever one you prefer. Keyboard shortcuts. Nothing is faster than keeping your fingers on your keyboard to enter data, choose names, trigger commands, and so on—without losing time by grabbing the mouse, carefully positioning it, and then choosing a command or list entry.

On the submenu that appears, choose Customer Type List. Figure 1. Instead of filling pages with long and hard-to-follow instructions for navigating through nested menus and nested folders, the arrow notation is concise but just as informative. At www. In fact, we invite and encourage you to submit such corrections and updates. To see the changes, go to www. To find the companion page specifically for this book—called its Missing CD page—head to www.

With a subscription, you can read any page and watch any video from our library online. Read books on your cell phone and mobile devices. Access new titles before they are available for print, and get exclusive access to manuscripts in development and post feedback for the authors. Copy and paste code samples, organize your favorites, download chapters, bookmark key sections, create notes, print out pages, and benefit from tons of other time-saving features. Skip to main content. Start your free trial.

Choosing the Right Edition. The QuickBooks Premier Choices. Note The Accountant edition is designed to help professional accountants and bookkeepers deliver services to their clients. Accounting Basics: The Important Stuff. Note Each side of a double-entry transaction is either a debit or a credit. Table 1. About This Book. About the Outline. Note You can find three bonus appendixes online at www. Free: QuickBooks Newsletter.

Business Resources. All about Payroll. Search this site. Guide to buying QuickBooks software. Now Selling QuickBooks Call Call in your order to purchase QuickBooks Now Selling in CD or Downloadable format:.

Accounting Software. Now is a good time to upgrade from QuickBooks versions , , , , , , , , , , , , , , , 99, and earlier. Accounting Firms. Professional Services. Other Industries. QuickBooks Pro. Enterprise Editions. Other special use Quickbooks software below.

QuickBooks Online. QuickBooks Mac. Comparison Chart. QuickBooks Premier Your industry. QuickBooks Pro Single User. Two User. Up to 30 user. Service Company. Manufacturing Wholesale. Click on the links to purchase QuickBooks. For assistance in selecting the right QuickBooks for your business, call What are the unique features of each Premier Edition? For assistance in selecting the right QuickBooks for your business, call Compare features Watch more tours Whats new in and prior editions.

Share data easily with Excel, Word, and Outlook; easily convert Peachtree data to QuickBooks Product Description QuickBooks 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! Travel Fee 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. Understand the differences between QuickBooks Editions:. Estimates, Invoicing, track receivables, write checks, sales tax, financial reports customize invoices.

Payroll management additional subscription fees apply. E-mail sales orders from within QuickBooks. Balance Sheet by Class. Tracks sales orders , inventory components and finished goods or ” assemblies ” bill of material. Create invoices from Sales orders- See differences between industry versions for unique characteristics features. Create forecasts and business plans and budgets in QuickBooks. Customize prices – up to different prices levels per item by percent. Use for a customer name or to a customer group.

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.

Export report templates useful when setting up sister companies or for accountants creating report templates for clients. Print shipping labels from invoices, improved print for packing slips. Job costing, time tracking by job. Simultaneous multi-user QuickBooks option available additional cost may apply.

Integrates with Microsoft products including Excel and Word plus capable of integration with 3rd party add on software for greater efficiency. Calculate and track loans with loan manager. 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. Export to excel, creates letters and envelopes in word using QuickBoosk data. Industry specific versions with special features added – see below.

Reprint any prior period bank reconciliation. Batch Invoicing for Time and Expense- Invoice time and expenses from a single list without. Inventory Center – See whats new. Unit of Measure- track purchases in one measurable unit while selling in another unit of measure. Closing date exception report. Sort QuickBooks Receive payment screen by name, invoice number, balance due for easy payment application. Enterprise Only.

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.

Click Here for more information. Buy Pro Now. Call 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.

Industry versions have QuickBooks Premier features Plus. QuickBooks Premier feature comparison Need help selecting the right version? Create Professional financial GAAP statements and supporting documents using familiar spreadsheet like tools. Working Trial Balance with workpaper reference column.

Customized set-up including Chart of accounts developed for your industry, forms and reports for your industry. Specific Help topics written by an industry expert. A sample company file with two years of data. Track and print change orders. Create invoices in letter format using Microsoft Word. Integrated fixed asset manager- calculates depreciation.

Works with add-on Financial statement reporter software. Closing Date Exception report listing all changes made prior to the closing date. Toggle between Simple Start, Pro, and all Premier industry specific editions. Easily see features of all. 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.

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. Backordered functions for sales orders and purchase orders also included in Retail.

See whats new in QuickBooks for more info. 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. Purchase and sell the same item in different units of measure. Manage subcontractor insurance. When you create a sales or purchase form that reference the vendor, QuickBooks will display a warning if the vendors Insurance has expired. 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. Great reports: Expenses not assigned to Jobs. Document materials that do not meet specs. Inventory Reorder report by vendor. Free Travel Fee or Free Download. Buy Now. Click here: Retailers Edition. Industry Specific QuickBooks Premier Tip: 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? Books to learn QuickBook s. QuickBooks Accounting Software includes all the great features of the prior editions PLUS Added – the following key features: Notable improvements found in All Editions M ulti-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 Easier access to selecting the report basis 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.

QuickBooks Accounting Software 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 Screen 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 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.

Other improvements Drop Ship address will convert from sales order to a purchase order. 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.

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 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.

New for Reports Onscreen Report Appearance – Easier to read reports due to background shading some lines and a little more spacing between lines. 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. 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.

Views: On the home page you can customize which accounts you want to monitor balances for and remove those accounts which are not required. 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 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. New Features Found in the and later QuickBooks Edition – feature details are discussed below this table.

QuickBooks Enterprise Advanced Inventory. Improved email tracking and attach documents to customer emails. Improved job cost reporting for large contract jobs. Assign sales reps to purchase transactions. Format reports to fit into x pages wide and x pages tall. Copy and paste lines on forms. Online banking -bank feeds. Automatically build sub-assemblies when the parent inventory assembly item finds that there is not enough sub-assemblies in stock nested build assemblies.

Automatically update costs of assemblies when their component costs change using the bill of materials. Auto switch out assembly parts for all items where used. Customer bounced check feature. Billable time and costs window is now sortable by column heading.

Maximum stock levels and Recommended reorder quanitites on the stock status report. Print Bills items only tab. Option to Uncheck Billable column by default. Print item descriptions in reports.

Renaming rule for downloaded transactions – now you can customize so every single home depot store does not require you to assign an alias. Group items – up to 50 in one group. Assign default classes to accounts, items, names. Auto generate Purchase Orders. First in First Out inventory valuation in QuickBooks. Price level Capacity number of unique price levels. Enhanced Inventory receiving the item receipt and the bill are now 2 separate transactions. Find and Select groups of items for any sales form- great time saver in QuickBooks.

Inventory Center New in QuickBooks. Batched invoicing for time and expenses in QuickBooks. Batched time sheets Crew timekeeping New in QuickBooks. Document Center – attach documents for free if stored on your local server. Improved Memorized transactions. Condense data improvements. Custom reporting templates in QuickBooks.

The old icon bar and open windows list is still available for QuickBooks users who prefer the icon on top 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. 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.

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. Report of your Turn Statistics on the items you sell turnover is how quickly you sell your items QuickBooks Added – key features Click to run a “Whats new video” for QuickBooks Version 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.

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 Premier Accountant Edition which works with any 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.

What is AdWords? Go to www. See how your sales can increasing by buying key search terms – for your community. This edition will remind you when to cut payroll checks, when to file and pay payroll taxes and how much to pay.

You can even schedule pickups and track packages right in your QuickBooks software. Travel Fee 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. And you can sign up for Travel Fee Manager through your QuickBooks software and start using it right away.

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.

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 , 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. You can even search on custom fields and notes fields Included in QuickBooks are all of the great features Added to QuickBooks Vehicle mileage tracker.

Top Included in QuickBooks are all of the great features added to QuickBooks Premier only Sales orders Inventory Assemblies All versions Automatically create a budget professional looking form templates to choose from Add text fields to forms See Tour QuickBooks 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 and earlier -read more Top.

Detailed QuickBooks Accounting product descriptions More articles below Would you like to talk to a certified QuickBooks advisor before making your selection?

Try out. QuickBooks add-ons that integrate with QuickBooks. Software Limitations. Sales Tax Codes. Chart of Accounts. Items Inventory, Service Non-Inventory, other. Price Level. Billing Rate Level. Payroll Item. Name lists combined. Sales Rep. Types: Customer Vendory Job Type.

Customer Message. Payment Method. Ship via.

QuickBooks Software. Which QuickBooks Pro, QuickBooks Premier, QuickBooks Enterprise should I buy?

Best Fit: QuickBooks Premier Contractor is well suited for small or start-up construction companies that need an easy to use software product that fits into their budget. As in previous years, Intuit continues to update its popular QuickBooks business management software with new features and product enhancements. QuickBooks Premier Contractor provides tools to manage and track jobs for most small and mid-sized construction companies. QuickBooks continues to provide users with a customizable, easy to navigate user interface screen.

The application uses transaction cycle-based Home Page as the main navigation point. All controls are navigated by using a drop down menu at the top of the screen, as well as workflow diagrams that display the available options for each area of the business customers, vendors, employees, banking etc.

Data entry screens are consistent with earlier versions, and all screens include look up options for quicker data entry. The new Calendar View provides better calendar management functions and users can scan documents and add to-dos to further improve functionality.

Company Snapshots provide users with comprehensive views of selected reports such as payment status and company aging reports. A QuickBooks add-on provides remote personnel with easy system access. Data entry screens are consistent throughout QuickBooks and contain the necessary look up options. Job costing and some other features needed by construction companies are not supported on either the Mac OS or the Online edition of the program.

New in is the Inventory Center, which allows users to manage inventory transactions from a single location. Users can utilize batch transaction processing when invoicing the same item or service. Recurring billings and invoices can be automated, and users can set the intervals between processing.

The Premier Contractor edition uses construction related vocabulary and the chart of accounts that installs with this edition includes construction specific accounts. QuickBooks also offers numerous Payroll options, where users can either process payroll in-house, or utilize an outside payroll service.

Solid banking functionality simplifies the import, tracking, and reconciliation of bank accounts and credit cards. QuickBooks contains a transaction audit trail, with an audit trail report available on demand. Managers can assign varying levels of access to QuickBooks, including full or specified access to each transaction cycle, and system areas can be made accessible or off limits as desired.

QuickBooks Premier Contractor contains solid estimation tools, allowing users to create custom estimates and estimate templates which can be used in future jobs. Quotes can be easily modified if necessary, and users have the ability to create multiple quotes for each job in the system. Good reporting ability allows users to track all job related costs, and project managers can easily track job estimates against actual results.

Change orders are easily entered, and can be added to an existing estimate. Subcontractor time and expenses can be tracked and paid directly from the system. QuickBooks centers easily track all customer, vendor, and employee information, allowing users to create new items, search for existing data, or print lists or reports as needed. The new Leads Center provides users with the ability to better track any potential sales leads and can easily convert those leads to sales. The Inventory Center provides users with a centralized area to manage inventory transactions which include entering part numbers, units of measure, and re-order points.

There are also a number of user-defined fields available for additional tracking. Users can create purchase order templates for future use, and add new vendor information as needed.

Remote employees can easily access QuickBooks through a remote access subscription to the QuickBooks Remote Access Service, or have their instance of QuickBooks hosted by a third party hosting provider.

The Contractor Edition offers a good selection of construction specific reports including the comprehensive Job Profitability Detail, which allows managers to determine how profitable a job is, and where the profit is originating.

The QuickBooks Report Center makes it easy to run reports from a central location, with all available system reports categorized for quick access. Reports can be easily customized as needed, and exported to Excel directly from the print screen. QuickBooks incorporates templates throughout the application, so users can quickly create and save billing, invoicing, reporting, or other recurring transactions for future usage.

QuickBooks users can now also access industry specific report templates created by other users. The application can create groups of reports as well as customer invoices and statements.

All reports can be published as a PDF file. An online document storage service is no longer offered with the version of QuickBooks.

Standing data can be imported and exported using a text file format, and third party tools are available to simplify the transaction import process. Users can also import data using a. All data imported into QuickBooks will need to be modified prior to importing into existing data files.

QuickBooks works with a long list of third-party software applications, as well as existing Intuit add-ons such as Intuit Sync Manager, which helps to keep files accurate.

All QuickBooks products are truly designed for the new system user, and as such, contain a wide range of learning tools and training options. Setup wizards can be implemented during installation and business setup, simplifying the configuration process.

QuickBooks also offers excellent online help, as well as the availability of local QuickBooks experts for those who need onsite assistance. Periodic system updates can be downloaded and installed automatically, or downloaded manually. Many training options are also available to new users, and a popular user community can assist new users and answer questions as needed. Support options are available, with users able to choose the level of support they will need. While routine support calls are frequently routed overseas, all payroll related questions are handled by U.

Many consultants call themselves QuickBooks experts. The true experts will be able to document their capabilities and expertise. QuickBooks Premier is a reliable, consistent application. An excellent entry level product, QuickBooks is ideal for the smaller construction company looking for an affordable product that just about anyone can use. A second software revolution taking place around us is the mobile revolution, which is changing the way we work, live, and communicate with everyone in our lives.

Individual […]. Intuit, Inc. Three Apps for Mobile Professionals A second software revolution taking place around us is the mobile revolution, which is changing the way we work, live, and communicate with everyone in our lives. Individual […] Next. Subscribe today!

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Feb 13,  · QuickBooks Premier Contractor contains solid core accounting functionality including GL, AP, AR, and Payroll functions. New in is the Inventory Center, which allows users to manage. Oct 17,  · Hi. I have QuickBooks Premier – Contractor Edition that was working fine on Win 8/, and is no longer working on Windows I have tried running as administrator, and tried just about every previous version of windows in compatibility mode. I require this to run my business, and can’t function without it, and I can’t afford to shell out. 6 rows · QuickBooks Contractor Premier Industry Edition. Visit the QuickBooks Store. Currently.

QuickBooks download | Quickbooks Download

Old computer is having problem. I have the other packaging and license number. Go to Solution. Let’s make sure first that your computer meets the system requirements your software needs.

Once you’re done verifying, you can then begin downloading and installing your QuickBooks through this link:. Note: QuickBooks is no longer a supported version of QuickBooks.

View solution in original post. It might be the right time for the new computer to get a new and Supported and QB updated program. QuickBooks ran on my Windows 10 computer for years until last night when it died and says that I need to re do IE8 for it to work again.

I can’t find my original disk and license key. Make sure your computer meets the system requirements before installing the program.

You can use the links within this article if you’re using a different version. From there, you should be able to install and activate QuickBooks without any issues. The QuickBooks Community has your back. If you were looking for the system requirements for QuickBooks for Windows, there was no Intuit article available. I did happen to find the short synopsis of them for you thou. You can also view this link below for a more thorough guide.

If you have any questions please let me know. Have a great weekend! I have a similar situation with my old hard drive dead and retrieving my quickbooks that has my current and quickbooks on the files. If I get a new laptop and load quickbooks to it and then move files to it, will it work good enough to get info off and then update quickbooks to ? Thanks for dropping by the Community. You should have no issues downloading QBDT to port over the files to a newer version.

I’m happy to provide some additional information on the transfer process as well. You’ll need to upgrade your company files so you can continue using them in your latest version. First, you’ll need to log in to Windows as an admin user. Then, prep your company file and upgrade it. Here’s how:. Once done, QuickBooks will prompt you to upgrade your company file as you open the newest version. Ensure all users are logged out before opening, then follow these steps below:.

QuickBooks will now start to upgrade. Once completed, click Done. You can now open your existing company file in your new version of QuickBooks Desktop. Here’s an article for your reference: Upgrade your company files after switching to a new version of QuickBooks Desktop.

You can also read through our help article: Update QuickBooks Desktop to the latest release. This will guide you on how you can update your QuickBooks to its latest release. If there’s anything else you need, feel free to post here anytime. Thank you for your time and have a nice afternoon. I need help with the installation and registration of my QuickBooks premier accountant edition I moved my operations to another PC and ever since I tried to register online a dialogue message keeps popping up “checking whether you’re online and currently registered” it keeps reloading even if I restart QuickBooks.

I still have my product number and license number with me. I need urgent help. Hey there, DoreenT. Registering it online is currently unavailable. Intuit discontinues live support and access to add-on business services of older desktop versions of QuickBooks to focus on supporting more current versions. You might want to consider upgrading your QuickBooks Desktop so you can continue and back to running your normal business processing. However, if you want to keep your QuickBooks version, I’d suggest getting in touch with our Support Team to help you install and re-register the program using a validation code.

Unlike in this public forum, they have the tools required to get the correct authentication code. I’ll be sharing with you this article: System requirements for QuickBooks and Enterprise Solutions It contains information about the operating system, hardware, software, and other requirements to run QuickBooks Desktop.

Please know that you can always get back into this post if you have more questions. I’ll keep an eye on your response. Have a good one. I happen to have a version of QB and can get a trial version of QB online. I just need a version of QB Help please!! I’d be glad to help you download the version of QuickBooks Desktop, Volunteer Just make sure to select the right region and version. I’ve attached a snip for your reference in this process:. Once done, you can now open your existing company file in your new version of QuickBooks Desktop.

Additionally, you can refer to this article to update QuickBooks to the latest software release: Update QuickBooks Desktop. It contains do-it-yourself articles, training, and pro advice that will help you get familiar with QuickBooks Desktop. Thanks for the link to get QB – however, it asks for a licence to do the download. Another option, consider purchasing a 3rd party upgrade service.

Thank you very much for your help. I’ll share the steps on how you can get your QuickBooks license and product number. There are three ways to see your product info, either in the product information window, camps. Here’s how. If you forgot what email address you’re using, go back to camps. This will let you connect accounts that have different emails. About recovering your lost data, you can follow the steps found in this article on how to restore a backup of your company file.

I’m also attaching this link here in case you need help with other tasks in QBDT. Just browse for topics that suit your concern. I’m just a post away if you still have questions or concerns with the program. Don’t hesitate to reply anytime. Take care and have a wonderful day ahead. I want to ensure this is taken care of, but before I do, can you elaborate more on your concern so that I can give you the right amount of information to resolve the issue.

If you wish to get the QuickBooks license and product number, you can follow the steps given by my colleague above. HI there. I have written down the license number and product number. I then proceed to this download link.

I have doubled checked and all numbers are correct. Is this because this version is the wrong version? Please let me know and point me to the correct download link. I have QB Pro Our account number is [removed]. I need the product and License to install on new computer. New computer has Windows By clicking “Continue”, you will leave the community and be taken to that site instead.

Enter a search word. Turn off suggestions. Enter a user name or rank. Turn on suggestions. Showing results for. Search instead for. Did you mean:. Connect with and learn from others in the QuickBooks Community. Join now. I have a license need to move computers but lost CD.