2023 2021
Intercompany transactions - You can issue a bill or check between your separate company files ✓
Inventory categories - Group items into categories to keep your inventory organized. ✓
Inventory expiration date - You have the option to add mandatory expiration dates to your serial/lot numbers. ✓
Cash Flow Hub - This one-stop solution gives you insight into the current cash status of your company. ✓
Payment links - Quickly collect payments for items that don't require an invoice by sending a payment link. ✓
Import bank feeds faster by automatically categorizing or batch-editing your bank transactions by payees, accounts and classes. ✓ ✓
Automate creating categorized receipt expense entries using the QuickBooks Desktop Mobile App. Just photograph, import and review. ✓ ✓
Get paid faster with automatic statements sent to customers, tailored to each customer's needs. ✓ ✓
Give payment receipts a more professional look by adding logos and custom formatting. ✓ ✓
Improve customer communication with rule-based customer groups based on fields like customer type, location, or balance. ✓ ✓
Easily set reminders for customers when their invoices are due with Automatic Payment Reminders. ✓ ✓
Easily add customer customer PO numbers to email subject line in QuickBooks. ✓ ✓
Simplify customer payment processing by consolidating multiple invoices into just one email. ✓ ✓
Hide columns to see simple, easy to read customer totals in reports with jobs & classes. ✓ ✓
Press “F1” for enhanced Smart Help content and search experience, or access to live experts through messaging and call back options.3 ✓ ✓
More reliable file transfer process between Accountants and QuickBooks customers. ✓ ✓
Easily find and open company files with the addition of a file search option. ✓ ✓
Get real-time visibility of invoice statuses to expedite collections and stay on top of your cash flow. ✓ ✓
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.4 ✓ ✓
Be confident that you are accruing sick and vacation time correctly.5 ✓ ✓
Easily upgrade or transfer your QuickBooks file to a new computer. ✓ ✓
Add flexibility and insight to you business with new customizable inventory reports. ✓ ✓
Get your work done significantly faster with windows open across multiple monitors.6 ✓ ✓
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.7 ✓ ✓
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. ✓ ✓
View shipping rates, print labels, and track packages through UPS, FedEx, or USPS. ✓ ✓
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.1 ✓ ✓
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!, Gmail, or Hotmail account. ✓ ✓
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 5 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. ✓ ✓
View customized sales and profitability reports. ✓ ✓
Run "Cost to Complete Job" report. ✓ ✓
Track time and expenses by employee, project, client, or service. ✓ ✓
Bill clients progressively by job phase. ✓ ✓
Document and track change orders. ✓ ✓
For more questions or queries, please click this link to contact us.