| Import bank feeds faster by automatically categorizing or batch-editing your bank transactions by payees, accounts and classes. |
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| Automate creating categorized receipt expense entries using the QuickBooks Desktop Mobile App. Just photograph, import and review. |
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| Get paid faster with automatic statements sent to customers, tailored to each customer's needs. |
✓ |
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| Give payment receipts a more professional look by adding logos and custom formatting. |
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| Improve customer communication with rule-based customer groups based on fields like customer type, location, or balance. |
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| Easily set reminders for customers when their invoices are due with Automatic Payment Reminders. |
✓ |
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| Easily add customer customer PO numbers to email subject line in QuickBooks. |
✓ |
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| Simplify customer payment processing by consolidating multiple invoices into just one email. |
✓ |
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| Hide columns to see simple, easy to read customer totals in reports with jobs & classes. |
✓ |
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| Press “F1” for enhanced Smart Help content and search experience, or access to live experts through messaging and call back options.3 |
✓ |
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| More reliable file transfer process between Accountants and QuickBooks customers. |
✓ |
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| Easily find and open company files with the addition of a file search option. |
✓ |
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| Get real-time visibility of invoice statuses to expedite collections and stay on top of your cash flow. |
✓ |
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| Transfer customer credits across jobs, quickly and easily. |
✓ |
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| Easily keep track of what you owe vendors, from check to bill pay. |
✓ |
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| Reliably and significantly reduce file size without deleting data - on your own with confidence and ease.4 |
✓ |
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| Be confident that you are accruing sick and vacation time correctly.5 |
✓ |
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| Easily upgrade or transfer your QuickBooks file to a new computer. |
✓ |
✓ |
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| Add flexibility and insight to you business with new customizable inventory reports. |
✓ |
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| Get your work done significantly faster with windows open across multiple monitors.6 |
✓ |
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| Save time with a new searchable Chart of Accounts. |
✓ |
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| Help deliver your payroll taxes on time with a payroll liability reminder on the home screen.7 |
✓ |
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| Compare business performance on a cash or accrual basis with one click. |
✓ |
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| 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. |
✓ |
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| Smart search is a personalized autocomplete feature that helps you search for names, account numbers, and transaction amounts quickly. |
✓ |
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| Reports filters are now easily viewable and can be applied across multiple reports and viewed on one screen. |
✓ |
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| 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. |
✓ |
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| Manage forms in a single step—unclutter your "send forms" queue in a single click. |
✓ |
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| Advanced reporting features include a "this year to last month" filter. |
✓ |
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| Get the full picture of your business performance -- see your profit and loss, income and expenses, and top customers instantly on the Homepage Insights. |
✓ |
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| Find all reminders and notifications in one single window - overdue items, to-do tasks, system notifications, and notes from accountants. |
✓ |
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| View and pin important notes about customers, vendors, and employees. |
✓ |
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| View shipping rates, print labels, and track packages through UPS, FedEx, or USPS. |
✓ |
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| Add multiple attachments, customize email templates to include customer or job info, and see prior email conversations with powerful email capabilities. |
✓ |
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| See all your income-producing transactions in one spot, including overdue invoices so you can remind customers to pay up with Income Tracker. |
✓ |
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| Pull in all your banking transactions from multiple banks and accounts so you can view and categorize them for tax time.1 |
✓ |
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| Track bounced checks and see key reports in just one click. |
✓ |
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| Invoice multiple customers for time and expenses in one batch. |
✓ |
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| See your invoices, billing, and other important tasks in a Calendar View. |
✓ |
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| Access your inventory items all in one place with Inventory Center. |
✓ |
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| Attach and store documents in the Document Center. |
✓ |
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| Access industry-specific report templates created by other QuickBooks users. |
✓ |
✓ |
✓ |
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| See all your key customer information at a glance with the Customer Snapshot. |
✓ |
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| Set up Memorized Transactions for recurring billing, invoices, and estimates. |
✓ |
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| Create professional looking invoices and forms. |
✓ |
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| Track sales, sales taxes, and customer payments. |
✓ |
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| Send invoices and estimates right from your business Yahoo!, Gmail, or Hotmail account. |
✓ |
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| Create and print deposit slips. |
✓ |
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| Easily print checks, pay bills, and track expenses. |
✓ |
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| Import your contacts from Excel or other email address books. |
✓ |
✓ |
✓ |
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| Allow up to 5 users to work in QuickBooks at the same time. |
✓ |
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| Set individual user permissions to control access to sensitive information. |
✓ |
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| Create a copy of your company file for your accountant. |
✓ |
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| Track your balance sheet by class such as a location, department, or profit center. |
✓ |
✓ |
✓ |
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| Import data from Excel, Quicken, and prior QuickBooks versions. |
✓ |
✓ |
✓ |
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| Download bank and credit card transactions directly into QuickBooks. |
✓ |
✓ |
✓ |
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| View customized sales and profitability reports. |
✓ |
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| Run "Cost to Complete Job" report. |
✓ |
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| Track time and expenses by employee, project, client, or service. |
✓ |
✓ |
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| Bill clients progressively by job phase. |
✓ |
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| Document and track change orders. |
✓ |
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