Comprehensive financial management and
business planning tools. In addition to helping you with
your usual accounting tasks, also includes specialized
tools and reports to help you manage your complete financial
checks, pay bills & track sales & expenses
expenses automatically as you pay bills.
Record bills in QuickBooks, and get automatic
reminders when they're due. Create checks to
pay your outstanding bills in one step. QuickBooks
tracks expenses and job costs automatically
as you pay bills, saving you hours of manually
collecting and calculating data for taxes and
Get exactly the reports you need
QuickBooks comes with over 120 pre-designed,
customizable business reports and a Report Navigator
that makes it easy to choose the right one.
Get the totals you need for tax forms instantly.
Create customized, professional-looking
forms Choose from over 100 ready-to-use,
professionally designed forms, including invoices,
estimates, and statements. Customize them with
your company logo and or additional information
like terms or the types of credit cards you
Track employee time and job costs
QuickBooks lets you easily track costs by job
as you pay bills and track employee hours. You
can transfer those figures to paychecks and
invoices automatically, and run job costing
reports to see where you're making or losing
money on each of your jobs.
Save time on payroll—manage it
within QuickBooks(Additional fees apply)
Save time and reduce payroll errors with QuickBooks
Payroll. QuickBooks Payroll works within QuickBooks
and automatically uses employee data and timesheet
data from your QuickBooks records. It keeps
your tax tables up-to-date automatically. Just
enter employee hours, and QuickBooks Payroll
instantly calculates gross pay, deductions,
and paycheck amounts. You can print checks on
your office printer, or save employees a trip
to the bank with Direct Deposit1. QuickBooks
offers a variety of timesaving, easy to use
estimates, invoices & reports
estimates and invoices in seconds Duplicate
and edit previous estimates to create new ones
without rewriting all the details. When it's
time to bill your customer, turn any estimate
into an invoice with one click. Choose from
dozens of pre-designed QuickBooks templates
to give your invoices a professional look. For
businesses that don't use standard invoices
to bill customers you can also send the key
invoice data to a customized Microsoft Word
document and add a personalized note.
for payroll & tracking employee time
See contact information for any employee, and
a complete list of checks paid. And if you need
to makes changes to personnel or get in touch
with an employee, you can find employee contact
information right on this screen.
with Microsoft® Office
redundant data entry with easy synchronization
with Outlook! Simply download the QuickBooks
Contact Sync tool from our website and a "synchronize"
icon will be added to your Outlook toolbar.
Just click once on this icon whenever you want
to sync customer, vendor or job information
between QuickBooks and Outlook. No more re-entering
contact or job information in multiple places.
With the new Outlook sync tool, you can manage
your data more easily and get in touch with
your customers or vendors faster.
Transfer data to and from Microsoft Excel.
Pull in information to QuickBooks like large
groups of customers, vendors and inventory items
quickly from Microsoft Excel. Or use your company
data from your QuickBooks reports and export
it to a new or existing Excel spreadsheets with
all Excel formulas and formatting intact. Anytime
you export updated data from QuickBooks; Excel
maintains your existing formulas and updates
the results automatically.
Merge QuickBooks data with Microsoft Word.
QuickBooks comes with a variety of standard
customer and vendor letters that can be created
in Microsoft Word and that merges in information
from QuickBooks like customer name, address,
and current balance. Select a group of customers
or vendors in QuickBooks, choose a template,
and QuickBooks merges the data to create a letter
in Word. With just a few more clicks you can
create standard envelopes with all the right
customer information just as easily. If your
business doesn't send invoices, QuickBooks can
also create "Invoice Letters" that have the
billing information for customers you need and
you can any personal message to easily bill
customers with look you want.
data with more than 400 other business applications.
QuickBooks works with over 400 popular software
applications, including industry-specific applications,
in order to meet your specific business needs.
data from Peachtree. If you currently
run your business on Peachtree software you
can easily convert your data to QuickBooks.
In just a few steps you can start working in
QuickBooks using your Peachtree information,
including customer lists, vendor lists, balances,
and inventory lists.
credit card & bank transactions
bank and credit card transactions in as little
as one step.
Don't have time to keep track of expenses? Let
QuickBooks Pro do it for you. Download cleared
checks and credit card transactions from your
financial institutions, and enter them into your
books with as little as one click1. You'll have
more detailed records, with a lot less time and
Inventory & Set Reorder Points
inventory assemblies and finished goods.
Let QuickBooks track your raw materials and finished
goods to avoid overbuying and backorders. List
each component or material as an inventory item.
Combine them in the appropriate quantities to
create "finished goods" items. Each
time you log a sale or complete a work order,
QuickBooks deducts materials as it increases finished
goods. Instantly see how many assemblies you can
build with current stock. Set alerts to remind
you when to produce more assemblies and when to
Create purchase orders from estimates
or sales orders. Turn any estimate or
sales order into a purchase order instantly. No
need to retype line items or vendor information—QuickBooks
fills it in for you. Just edit, print and mail...or
turn the PO into a PDF and email it right from
Create up to 100 pricing levels with different
prices for each item. Set up to 100 levels
of pricing discounts and link them to customers.
For instance, you could apply a "High-Volume
Customer" discount of 10% to every item in
your inventory or, for your best customers, adjust
the price of each item. Under each customer you
can define a special price level you want to charge
— QuickBooks automatically applies the correct
discounts for that customer when you write an
Access your financial data remotely.
Access your financial data even when you're not
in the office with QuickBooks Remote Access powered
by WebEx™ All you need is an Internet-connected
PC. Log in through the secure Web site and work
as if you were at the office. Log sales, check
a customer's account status while you're on-site,
create reports and print them locally. All transmissions
are protected by the same encryption technology
used by financial institutions.
business plans & forecasts
a business plan easily. Build a professional
business plan quickly. Answer step-by-step questions,
then QuickBooks fills in the numbers based on
your actual QuickBooks data. You can export the
projections to Excel. You can even spellcheck
your plan and save it as a PDF file.
See how you compare with others in your
industry Learn how your business is performing
compared to similar-sized companies in your industry.
The Expert Analysis tool includes current data
for more than 130 industries1. You'll get a printable
report that offers customized recommendations
from business experts.
Create a forecast automatically Click a button
to create a forecast of income and expenses for
the coming year, based on your existing QuickBooks
data. Increase or decrease line items by any percentage
to see "what-if?" Later, compare your
forecast to your actual results to see what worked
and what didn't.
Build a budget with one click. Create
a working budget automatically, based on your
recent spending history. Adjust figures individually
or across line items. The spreadsheet-style format
makes it easy to see the results of your changes.
Refer back to the budget to see how your actual
Specific Versions Available
Professionals: for accountants, bookkeepers
and CPAs who need to do financial statements,
write-ups and more.
Contractors, Remodelers and Subs:
for contractors, builders, landscapers and plumbers
who need to do job costing, change orders and
Manufacturers and Wholesalers:
for manufacturers, wholesalers and job shops who
need to do bill of materials, assemblies from
raw materials and more.
Nonprofits: for non-profits,
charities, religious organizations and arts groups
who need to do donation reports, donor forms and
Professional Services Firms:
for professionals, lawyers and consultants who
need to do time tracking, project costs and more.
Retailers: for retailers, apparel
and gift stores who need to do inventory, point-of-sale
How QuickBooks Premier Can Help You
Work Flexibly with specialized tools for
tracking inventory assemblies, creating purchase
orders, setting multiple price levels, and accessing
your data via the Web.
success with a built-in business plan
builder, Expert Analysis2 tool, forecasting and
everything in one place, including sales,
expenses, business loans, and more.
Manage customers, vendors, and employees
easily with access to contact information,
balances, and transactions — all in one simple
screen in the Customer Center, Vendor Center,
and Employee Center.
Boost efficiency with direct
access to key tasks and information from the new
simplified Home Page.
Share data with Microsoft® Office
applicationsincluding Excel, Word, and
Outlook, to save time and help reduce errors .
Multi-User Pack available for up to 5 simultaneous
Get all the tools you need in one package:Pay
bills, print checks, track expenses, create customized
estimates, invoices, purchase orders and reports
– track time, job costs, and more.
fast and get help when you need it, with
built-in tutorials, onscreen help, and FREE QuickBooks
callback support for 30 days following registration.
Guaranteed easy — or your money back! QuickBooks
is the financial management solution recommended
by more accountants than any other, and we guarantee
your satisfaction or your money back.
least 1 GHz Intel Pentium III (or equivalent)
MB of RAM for single user and 512 MB for multiple
Minimum System Requirements1
MHZ Intel Pentium II (or equivalent)
MB of RAM for single user and 256 MB for multiple
of disk space for QuickBooks installation
Explorer 6.0 required (6.0 provided on CD. Requires
an additional 70 MB)
.NET Framework CLR 1.1 (provided on CD. Requires
an additional 150 MB).
least 256 color SVGA video
for 1024x768. Support 800x600 with small fonts
online features/services require Internet access
with at least a 56 Kbps modem
/ Compatibility Requirements
and Excel integration requires MS Word and Excel,
2000, 2002 or 2003
synchronization requires QuickBooks Contact
Sync for Outlook tool, available for free at
www.quickbooks.com/contact_sync, and Outlook
2000, 2002 or 2003. Synchronization with Outlook
is also possible with QuickBooks Customer Manager
synchronization requires Symantec Act 3.08,
4.02, or 2000
with QuickBooks Customer Manager v1 and v2 &
QuickBooks Client manager v1 and v2
with QuickBooks Point-of-Sale v4.0
Planner functionality requires Adobe Acrobat
5.0 or 6.0
Multi-user mode is optimized for Windows 2000 Server
or Windows Server 2003 client-server networks, and
Windows 2000/XP peer-to-peer networks. Novell NetWare
is supported but not recommended.
1 To find your computer’s system
1. Click on Start button (located on bottom left
hand corner of your screen)
2. Select Settings -> Control Panel
3. Click on System. The Processor and RAM are listed
on the bottom right of this screen.
4. To find your computer’s disk space, double-click
on My Computer (located on your Desktop).
Here's where you'll find answers to commonly asked
questions about choosing, upgrading and using QuickBooks
software. If you need more information before making
your purchase decision, please call us.
Understanding options and choosing QuickBooks
do I know which edition of QuickBooks I need?
offers a range of financial software products
designed to meet the needs of various types
of businesses. Because every business is
unique, only you can decide which edition
is best for you, but we make it easy by
letting you try QuickBooks for up to 60
days at no risk1. Here’s a general overview
of QuickBooks editions. Click any product
name to read more about it.
QuickBooks Simple Start is ideal for new
or very small businesses with few employees
that currently pay bills and bill customers
by hand, and track expenses, sales and customers
on paper or with a spreadsheet, but would
like to do it much more easily and efficiently.
QuickBooks: Pro is for businesses that want
the basic tools included in Simple Start,
plus easy, efficient way to manage more
complex business information, such as accounts
payable, job costs, employee time, payroll
cash flow, assets and loans. QuickBooks:
Pro also offers customizable invoices, flexible
reporting, and a fast, easy way to exchange
information with Microsoft Word®, Excel®
and Outlook, and more than 300 other business
In addition, you can save time and boost
your efficiency with additional products
made to work alone or together with the
QuickBooks financial software products mentioned
above. These include QuickBooks Point of
Sale for retail stores, QuickBooks Payroll
for businesses with employees, and third-party
products. In addition, you can save time
and boost your efficiency with additional
products made to work alone or together
with the QuickBooks financial software products
mentioned above. These include QuickBooks
Point of Sale for retail stores, QuickBooks
Payroll for businesses with employees, and
if I decide QuickBooks isn't right for me?
QuickBooks financial software for up to 60
days at no risk. It's guaranteed easy or your
money back: if you're not 100% satisfied for
any reason, return it within 60 days with
your dated receipt for a full refund of the
Getting started and growing with QuickBooks
I outgrow QuickBooks?
offers a wide range of solutions for virtually
every business, from those just starting out
to those which have grown bigger and more
complex. As your business needs change, you
can upgrade to other QuickBooks products with
more features or more capacity easily and
painlessly — all of your data goes with
QuickBooks: Pro and Premier can be used by
up to 5 people simultaneously over your company
network. You can buy additional licenses as
you need them, or save money with the 5-User
Quicken do the same thing as QuickBooks?
is specifically designed to handle personal
finances while QuickBooks handles small
business finances. Each product is tailored
(features, reports, and workflows) to meet
the needs of those specific audiences. If
you require a single solution to handle
personal finances and small business finances
for a small, home-based, Schedule C filing
business with no employees, then Quicken
Premier Home & Business might be the
right solution for you.
Using other services that work with QuickBooks
I use QuickBooks to run my payroll? Is payroll
QuickBooks: Pro and Premier offer built-in
payroll capabilities that work together with
a range of Intuit paid-subscription services
to help ensure accurate deductions and payroll
tax processing and reduce your workload.
other business products and services work
offer a full range of products and services
that integrate with QuickBooks to streamline
your work. Are you looking for ways to manage
your business more efficiently? Eliminate
data reentry and save time, so you can focus
on more important things. Developed by industry
experts, these software applications help
solve the business needs for those in construction,
retail, manufacturing, legal, non-profit and
QuickBooks handle credit card payments?
You can accept all major credit and debit
cards right in QuickBooks — with QuickBooks
Merchant Service, the only credit card processing
solution that's completely integrated into
QuickBooks. Process credit cards with the
click of a button as you enter your data into
QuickBooks. There is no need for additional
hardware or software, saving you money and
making your job easier. Furthermore, QuickBooks
helps you keep more accurate records, by telling
you which payments have been deposited to
your bank account, and by allowing you to
download your merchant fees directly into
QuickBooks. QuickBooks Merchant Service is
sold separately. Additional fees, conditions,
and terms apply.
Find specialized products that help you work
my 3rd-party software integrate with QuickBooks?
time and work more efficiently using one of
the over 400 QuickBooks-integrated software
solutions. These business applications, available
for manufacturing, construction, retail, legal,
nonprofit and other industries, are developed
by experts in these fields.
Bringing your information into QuickBooks
I import my data from Quicken?
you can with QuickBooks: Pro, Premier and
Enterprise Solutions. You can directly convert
data from Quicken and Quicken Home and Business
Editions '98 through 2006 (older editions
require some additional steps). QuickBooks
provides detailed step-by-step instructions
for the entire conversion process.
Flexible options for using QuickBooks
I run QuickBooks both at the office and at
home on a single-user license or do I need
to purchase separate licenses for both machines?
If so, how do I do that?
the single-user license, you can install QuickBooks
on both your work and home machines, as long
as you're the only person using QuickBooks
on both machines. Also, only one person at
a time can access the company file with one
multiple users access QuickBooks at the same
you can purchase additional licenses to support
multiple users accessing a company file at
the same time. Each additional user must have
their own license and a corresponding copy
of QuickBooks installed on their machine locally,
and then they can access the common company
file over your network
do I purchase another license for QuickBooks?
there are two methods to purchase additional
licenses for QuickBooks:
1. You can buy another box of QuickBooks,
which has a unique license number. This will
allow a user to access the company file AT
THE SAME time as another user with a different
2. Go to the Help menu, click on "Manage
My license", and purchase additional
seats to your license. You will see a web
page that allows you to select "Add seat
by phone" or "Add seat by web".
If by phone, you will be given a phone number
to call and a representative can assist you
in adding a seat to your license. If by web,
you will be directed to the QuickBooks e-Store
where you can purchase additional license(s).
I purchase a 5-user pack or can I purchase
just what I need?
can purchase just what you need. You may choose
from the 1-user or 5-user versions available
online or at your preferred retailer. Another
option is to buy 1-user and use the "add
seat" functionality in the product. This
means you are adding a license to your copy
of QuickBooks, which is the same as buying
another copy of QuickBooks. Adding a license
or buying a new box of QuickBooks is entirely
up to you - the result is the same.
I create accounts in QuickBooks to give specific
people certain permissions?
customer can create many "users"
to access the company file. When creating
the users, you can set up permissions for
areas that a particular user has access to.
However, just because a user is "restricted"
in one company file, doesn't mean that if
the same user opens a different file, they'll
have the same restrictions. They could create
a separate company file and have full access.
So rights are restricted based on which company
file you open, not to the application. There's
no feature that allows someone to restrict
areas based on the installation on the system.
do third party software applications integrate
are over 400 popular business applications
that work with QuickBooks. When software is
integrated with QuickBooks, it can share data
with QuickBooks automatically, saving you
time by reducing data entry and reducing errors.
Integration allows selected sales, customer,
or financial data to automatically move between
I run multiple companies from one copy of
You can run as many companies as you want
from one copy of QuickBooks. Of course, you'll
still need a separate license for each user
of QuickBooks if you have multiple users.