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Peachtree Quantum provides faster than ever access to your information1. Peachtree Quantum includes significant performance improvements in the following areas:
Look up lists and searches - 50% faster1.
Access nearly all reports in less than 1 second!1
Designed to significantly reduce multi-user lock ups and blocking2. than your current solution in a 5 user environment!
Increased performance of up to 90%18 when saving transactions.
Accommodate 10, 15, 20 or 30 users3 (local and/or remote4).
Peachtree Quantum was designed for companies with larger databases and has been optimized to effectively manage more customer, vendor and inventory data5.
Managing user security is easier than ever! Now you can use a preexisting template or create custom roles according to job functions and assign them to different users in the system. This new functionality significantly improves new user setup time.
Peachtree Construction features built in
Track Subcontractor Insurance
Reduce your liability risk by tracking subcontractor insurance expiration dates. Store insurance expiration dates within the software, so it can warn you when you try to pay or enter a transaction for a subcontractor whose insurance has expired. And there's a Subcontractor Insurance Report so you can easily review insurance expiration dates, company name, policy number, and policy limit.
Apply Labor Burden
Easily allocate a percentage of an employee's overhead costs (such as taxes, insurance, benefits and more) to a job on which that employee works to gain a better understanding of the jobs true profitability. Applying labor burden to jobs will provide you with a greater degree of accuracy in reporting costs associated for each job. You can set a standards Payroll Overhead rate and assign it by job or company wide. You can also easily modify the rate on individual paychecks.
Progress Billing
Tracking Progress Billing is an invaluable feature if you bill against a contract. Peachtree tracks the job's contract price, previous progress billings and retainage withheld. You can then create invoices based on the job's current progress. You can specify that billing be based on a percentage of the job's completion, a percentage of estimated job revenue, or a percentage of each line item.
Track Retainage*
Peachtree Premium Accounting for Construction 2009 lets you account for retainage, whether it's owed to you or by you. Know instantly what your clients are holding back, and how much leverage you have with your subcontractors. You can change the applied percentage amount on a transaction without changing the retainage percentage applied at company or job level.
Work in Progress
Peachtree Manufacturing Features built in
Enhanced Item Pricing Levels
Ensure bottom line profitability with flexible, user-defined, formula-based pricing calculations, such as basing a price level on a percentage above average cost, and store them for use across all your inventory items. There are 10 Item Price Levels, and you have the ability to custom name each level, which show on reports and data entry windows. The Item Price Levels can be stored at the customer and item level.
Apply Quantity Pricing Discounts
Easily specify up to 5 quantity ranges (per item) that will automatically trigger a percentage or dollar amount discount. Applying quantity discounts on the most commonly used forms is a seamless, behind-the-scenes process. When combined with Price Levels, you can create a matrix of up to 50 prices per item!
Indented Bill of Materials Report
Manage your assemblies with the Indented BOM report. Use this report to see sub-assembly details, the cost for each component, and the estimated unit cost for the assembly. This report is available in both a detailed and summary format. The Indented BOM will support up to 300 components per sub-assembly.
Order or Sell Using Vendor Part Numbers
Peachtree allows you to store an additional part number for inventory items. You can select to use the existing Item ID, the new Part Number field or the UPC/SKU field when printing inventory reports, Purchase Orders, Quotes, Sales Orders, Invoices, Credit Memos, Receipts, or Payments.
Inventory Trend Analysis
This feature allows you to see information on inventory without running multiple reports. You will have the ability to see fastest/slowest selling items as well as an inventory cost trend graph which displays revenue, cost and gross profit percent by period.
Buy and Sell in Multi-Quantity Units
You can buy and sell inventory in units other than 1. When it comes time to purchase components or ship finished goods, you can set up shipping units that match the way you do business, which can save time and improve the accuracy of your inventory counts.
A work in progress report is a key indicator of a contractor's financial position. This is one of the standard reports that contractors use to obtain a loan from a bank or bonding for a job. Bond underwriters and loan officers use this report to review jobs in progress, determine profitability on completed jobs, and over/under job billings on job currently in progress.
Advance Job Costing
Keep track of all cost associated with the completion of a job by phase or cost-levels. These may include costs associated with the purchasing materials, or paying for labor, equipment rental or subcontractors. Keeping track of such cost can help you track how much money you are making on each job because you can compare the expenses incurred with the revenue you receive for a job. Track cost tracks the costs that you incur while completing a job and maintain a record of revenues you earn from your jobs.
Operation Reports
Better business decisions are based on better business information. Peachtree Premium Accounting for Construction 2009 includes the high-quality reports and graphics of Crystal Reports® 2008. In addition, more than 145+ customizable reports provide detailed financial and operational information to help you understand how each element of you business is performing. Some of the most useful construction-specific reports are:
Aged receivables, aged payables and cash requirements sorted by job
Job ledger and job profitability reports with debit and credit columns
Vendor and Customer Management Detail
Job Work in Progress
Non Profit Features Built in
Donor Grantor Summary List Report
Helps you keep track of your organization's contributors.
Statement of Revenues and Expenditures
Lists revenues and expenditures over a range of time, reflecting the excess or deficiency. View a sample report.
YTD Statement of Revenues and Expenditures
Lists revenues and expenditures on a year to date (YTD) basis. View a sample report.
Budgeted Statement of Revenues and Expenditures
Compares revenues and expenditures for a given time period to the amounts budgeted. View a sample report.
Combining Statement of Revenues and Expenditures
Lists current month revenues and expenditures by program, project, or fund. View a sample report.
Statement of Financial Position
Lists total assets, liabilities, and net assets of an organization as of a specific date. View a sample report.
Peachtree Manufacturing Features Built In
Enhanced Item Pricing Levels
Ensure bottom line profitability with flexible, user-defined, formula-based pricing calculations, such as basing a price level on a percentage above average cost, and store them for use across all your inventory items. There are 10 Item Price Levels, and you have the ability to custom name each level, which show on reports and data entry windows. The Item Price Levels can be stored at the customer and item level.
Apply Quantity Pricing Discounts
Easily specify up to 5 quantity ranges (per item) that will automatically trigger a percentage or dollar amount discount. Applying quantity discounts on the most commonly used forms is a seamless, behind-the-scenes process. When combined with Price Levels, you can create a matrix of up to 50 prices per item!
Indented Bill of Materials Report
Manage your assemblies with the Indented BOM report. Use this report to see sub-assembly details, the cost for each component, and the estimated unit cost for the assembly. This report is available in both a detailed and summary format. The Indented BOM will support up to 300 components per sub-assembly.
Order or Sell Using Vendor Part Numbers
Peachtree allows you to store an additional part number for inventory items. You can select to use the existing Item ID, the new Part Number field or the UPC/SKU field when printing inventory reports, Purchase Orders, Quotes, Sales Orders, Invoices, Credit Memos, Receipts, or Payments.
Inventory Trend Analysis
This feature allows you to see information on inventory without running multiple reports. You will have the ability to see fastest/slowest selling items as well as an inventory cost trend graph which displays revenue, cost and gross profit percent by period.
Buy and Sell in Multi-Quantity Units
You can buy and sell inventory in units other than 1. When it comes time to purchase components or ship finished goods, you can set up shipping units that match the way you do business, which can save time and improve the accuracy of your inventory counts. |
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Track Subcontractor Insurance
Reduce your liability risk by tracking subcontractor insurance expiration dates. Store insurance expiration dates within the software, so it can warn you when you try to pay or enter a transaction for a subcontractor whose insurance has expired. And there's a Subcontractor Insurance Report so you can easily review insurance expiration dates, company name, policy number, and policy limit.
Apply Labor Burden
Easily allocate a percentage of an employee's overhead costs (such as taxes, insurance, benefits and more) to a job on which that employee works to gain a better understanding of the jobs true profitability. Applying labor burden to jobs will provide you with a greater degree of accuracy in reporting costs associated for each job. You can set a standards Payroll Overhead rate and assign it by job or company wide. You can also easily modify the rate on individual paychecks.
Progress Billing
Tracking Progress Billing is an invaluable feature if you bill against a contract. Peachtree tracks the job's contract price, previous progress billings and retainage withheld. You can then create invoices based on the job's current progress. You can specify that billing be based on a percentage of the job's completion, a percentage of estimated job revenue, or a percentage of each line item.
Track Retainage*
Peachtree Premium Accounting for Construction 2009 lets you account for retainage, whether it's owed to you or by you. Know instantly what your clients are holding back, and how much leverage you have with your subcontractors. You can change the applied percentage amount on a transaction without changing the retainage percentage applied at company or job level.
Work in Progress
A work in progress report is a key indicator of a contractor's financial position. This is one of the standard reports that contractors use to obtain a loan from a bank or bonding for a job. Bond underwriters and loan officers use this report to review jobs in progress, determine profitability on completed jobs, and over/under job billings on job currently in progress.
Advance Job Costing
Keep track of all cost associated with the completion of a job by phase or cost-levels. These may include costs associated with the purchasing materials, or paying for labor, equipment rental or subcontractors. Keeping track of such cost can help you track how much money you are making on each job because you can compare the expenses incurred with the revenue you receive for a job. Track cost tracks the costs that you incur while completing a job and maintain a record of revenues you earn from your jobs.
Operation Reports
Better business decisions are based on better business information. Peachtree Premium Accounting for Construction 2009 includes the high-quality reports and graphics of Crystal Reports® 2008. In addition, more than 145+ customizable reports provide detailed financial and operational information to help you understand how each element of you business is performing. Some of the most useful construction-specific reports are:
Aged receivables, aged payables and cash requirements sorted by job
Job ledger and job profitability reports with debit and credit columns
Vendor and Customer Management Detail
Job Work in Progress |
|
Enhanced Item Pricing Levels
Ensure bottom line profitability with flexible, user-defined, formula-based pricing calculations, such as basing a price level on a percentage above average cost, and store them for use across all your inventory items. There are 10 Item Price Levels, and you have the ability to custom name each level, which show on reports and data entry windows. The Item Price Levels can be stored at the customer and item level.
Apply Quantity Pricing Discounts
Easily specify up to 5 quantity ranges (per item) that will automatically trigger a percentage or dollar amount discount. Applying quantity discounts on the most commonly used forms is a seamless, behind-the-scenes process. When combined with Price Levels, you can create a matrix of up to 50 prices per item!
Indented Bill of Materials Report
Manage your assemblies with the Indented BOM report. Use this report to see sub-assembly details, the cost for each component, and the estimated unit cost for the assembly. This report is available in both a detailed and summary format. The Indented BOM will support up to 300 components per sub-assembly.
Order or Sell Using Vendor Part Numbers
Peachtree allows you to store an additional part number for inventory items. You can select to use the existing Item ID, the new Part Number field or the UPC/SKU field when printing inventory reports, Purchase Orders, Quotes, Sales Orders, Invoices, Credit Memos, Receipts, or Payments.
Inventory Trend Analysis
This feature allows you to see information on inventory without running multiple reports. You will have the ability to see fastest/slowest selling items as well as an inventory cost trend graph which displays revenue, cost and gross profit percent by period.
Buy and Sell in Multi-Quantity Units
You can buy and sell inventory in units other than 1. When it comes time to purchase components or ship finished goods, you can set up shipping units that match the way you do business, which can save time and improve the accuracy of your inventory counts. |
|
Donor Grantor Summary List Report
Helps you keep track of your organization's contributors.
Statement of Revenues and Expenditures
Lists revenues and expenditures over a range of time, reflecting the excess or deficiency. View a sample report.
YTD Statement of Revenues and Expenditures
Lists revenues and expenditures on a year to date (YTD) basis. View a sample report.
Budgeted Statement of Revenues and Expenditures
Compares revenues and expenditures for a given time period to the amounts budgeted. View a sample report.
Combining Statement of Revenues and Expenditures
Lists current month revenues and expenditures by program, project, or fund. View a sample report.
Statement of Financial Position
Lists total assets, liabilities, and net assets of an organization as of a specific date. View a sample report. |
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Timeslips 2009 provides a powerful, well established feature set that has helped to make it an industry standard in time and billing. Timeslips 2009 has a user-friendly interface and intuitive navigation allowing you to spend very little time learning the product and more time doing your job. Timeslips 2009 offers the perfect combination of powerful functionality and ease-of-use.
Timeslips 2009 billing and time tracking software finds new ways to increase your efficiency and improve every step of your billing cycle, and personalize Timeslips to meet your unique billing and time tracking software needs!
Timeslips is a robust billing and time tracking software solution which provides you the tools you need to maximize your business goals. Billing and time tracking software can significantly improve productivity and allow you to focus your business in today's ever changing marketplace.
Easy to Start, Easy to Use
Smart Time & Expense Entry
Intuitive Bill Generation
Complete Accounts Receivable Management
Simple Report Design & Customization
Accounting Solution Integration
Unique Features
Get set up quickly and easily with the many useful tools provided with Timeslips! The helpful wizard guides you through the simple steps to build your database.
Database Wizard
Get started quickly with the Database Wizard for an easy way to build your database. This wizard walks you through creating a new database and prompts you for each piece of information needed to start up easily.
Features Tour
Industry-Specific Templates
Set up your database using a predefined template specific to your industry. These databases include terminology, task names, expense names, and custom fields familiar to your industry. Templates are available for several service-based industries, including legal, accounting, consulting services, architecture and more!
Training videos
Learn Timeslips the easy way with new interactive training videos. Get up and running quickly by learning basic Timeslips features, or get even more from Timeslips with videos on the more advanced topics.
View the available training videos
Data Import
A built-in text import utility allows Timeslips 2009 to accept data from other applications, or your old billing system. If you can produce data in a delimited text file, Timeslips 2009 will import information like client names, addresses, balances, rates, task lists, and more. Setup time is reduced dramatically when you do not have to reenter your data.
Features Tour
Smart Configure
Save time by using only the functionality you need. Timeslips detects unused features and after a pre-determined period of time, offers to either disable those features or to help you learn more about them. This feature helps to simplify your usage of Timeslips and to personalize it to meet your needs.
Features Tour
Name-Specific Alerts
The powerful alert functionality in Timeslips has been improved so that you can now trigger name-specific alerts. Alerts can be created for specific clients, timekeepers and tasks, saving valuable time. If needed, you can also create alerts for groups of clients, timekeepers and tasks.
Smart Time & Expense Entry
Tracking time and expenses, whether from one computer or from several simultaneously, is a simple process with Timeslips. Flexible in its design, Timeslips allows you to choose from many ways in which you can enter your information. Use the stopwatch timer to track your activities, or simply enter all of your time at once into a time sheet. An extensive list of tools and preference settings make the process of time and expense entry as effortless as possible.
Create Slips by Email
Create your slips from any email capable device. Timeslips now includes the ability to turn an e-mail into a time or expense slip. Simply send an e-mail in the required format, and a new slip will be created in Timeslips. This feature now makes it possible to create a slip from virtually any device, including a BlackBerry® handheld device. The ability to receive slips sent by e-mail requires Microsoft Outlook 2000, 2002, 2003 or 2007 on the computer that receives the slips. Receiving slips is not compatible with Outlook Express or AOL® e-mail.
Features Tour
Spell Check with Grammar Check
Create professional bills and statements. With the upgraded spell checker and the inclusion of the grammar check, you can be sure to create error-free slips and bills. An on-screen visual indicator will help you catch misspellings and resolve grammar mistakes.
Features Tour
Slip Approval
Maintain better control over your billing. Explicitly determine which time and expense slips should be included on bills by mandating that all slips of specified timekeepers require approval. You can choose whether or not you would like to include unapproved slips in reports.
Features Tour
Time and Expense Slips
"Slips" are the individual records of your time and expense activities. The Slip Entry view accommodates every detail of your activities and includes helpful features like a stopwatch timer, custom abbreviations, spell-check, markups, mass update, and more.
Time Sheet Entry
Enter time quickly with a simple spreadsheet-type Time Sheet interface.
TSTimer
TSTimer is a compact version of the time entry portion of Timeslips that makes it easy to track time even when Timeslips isn't open! Simply make a single click on the TSTimer system tray icon and a time entry is created with an active timer.
Features Tour
Stopwatch Timer
Timeslips allows you to track your time interactively by using the stopwatch timer. Instead of guessing at how much time you spend on tasks, turn on the stopwatch timer to automatically track time as you work.
Integration with Microsoft® Outlook®
Turn Microsoft Outlook items such as emails, meetings, appointments and tasks into billable slips in just a few clicks.
Intuitive Bill Generation
Timeslips offers many capabilities for printing bills. You can print to display, a printer, RTF or PDF files. You can also reprint bills to PDF for easy electronic storage and distribution.
Enhanced! Billing Assistant
With centralized control over the billing process, users can easily access and manage billings. The improved billing workflow helps create and review bills while tracking the status of individual bills – all within one function. New filtering capabilities, an improved user interface, better controls and one-click access to Bills and Pre-Bill Worksheets all help users efficiently manage the billing process.
Features Tour
Enhanced! Screen-based Interface
Increase efficiency with screens that are easier to understand and use in the Billing Assistant. Key functions are easier to access.
New! Filtering Capabilities in Billing Assistant
Customize your billing by setting up parameters to determine when clients should be billed. For example, Timeslips can be set up to create bills for clients who have not been billed in 30 days, when clients hit a billing limit, or any other billing scenarios.
Improved! Billing Controls
Gain greater control of bills directly from the Billing Assistant. The ability to approve bills, clear bills, or place bills in proof, revision or audit stages means all aspects of the billing process are under your control within one area.
Improved! Billing Access
Quickly and easily view two key reports, Bills and Pre-Bill Worksheets, through one-click access. You will also have easier access to billing history, interest calculations and consolidated billing details.
Bill Layout Cover Page
Easily summarize your bill details. Provide a clear, concise overview of each client’s bill. This cover page can summarize client-specific details, such as the amount due and current balance, in any format you choose.
Features Tour
Intuitive Bill Design Tool
The powerful bill design tool displays a full bill on screen with simple drag-and-drop customization. Drop in your logo, add and remove fields, change fonts, and reorder sections to get just the look you and your clients want. Intuitively, the design displayed on screen is what the printed bill will look like.
View a quick tour of this feature
Improved! Bill Preview
Easily, quickly and directly edit bills during the billing review process. Remove entire bills or individual slips from printing while previewing then or edit bills directly from the preview dialog, to ensure that clients are accurately billed in a timely manner.
Enhanced! Billing Start Dates and Billing Hour Totals
Avoid confusion in the client's office by showing start dates on all slips of a bill. Maintain consistency by printing bills showing total hours as either a decimal or a clock format so the totals match the display used for line items.
Reprint Bills
Additional copies of past bills are easily printed to a printer, display, PDF or even e-mail.
The once time-consuming process of reprinting only unpaid and partially paid bills is a one-step process in Timeslips 2008. To more easily locate key information, you can even sort the list by the largest balance. These reprinted bills can then be mailed to your clients as notices of their outstanding balances.
View a quick tour of this feature
Send bills and statements by email
Deliver bills and statements for your clients more quickly and conveniently by emailing them directly from Timeslips. Reprinted bills can also be sent to clients via email.
Improved! Envelopes and Labels
Save time and increase accuracy through this automated system for generating envelopes and labels right along with bills. Avoid duplicate effort and ensure that the correct bill goes out with each client.
Billing arrangements
Choose from multiple billing arrangements for each client including hourly, flat, contingency, percent complete and more!
Print Bills to Pre-printed Forms
Timeslips includes bill templates that are perfectly formatted to match pre-printed invoice forms sold by Sage Software. These forms can be customized with your logo and company information, giving your invoices a clean, professional look. Additional fees apply for the purchase of the printed forms.
View Pre-Printed Form Options
Split bills
Split billing allows you to split charges automatically from one client to one or more other clients.
Complete Accounts Receivable Management
The accounts receivable module allows for easy entry of bill payments and other transactions such as write-offs, credits, refunds, and funds transfers.
You can choose from many of the available AR reports included and link with more than 20 accounting packages, including Peachtree by Sage. Additionally, you can define your own aging periods, allocate payments to timekeepers, set up discount rules for early payments and more.
New! User- Defined Accounts Receivable Report
Save time by building summary and itemized reports within Timeslips based on A/R or fund records.
Payments by invoice number
Enter the invoice number that is being paid and the appropriate invoice transaction is displayed, ready for payment entry.
Backdated A/R report
This report lists the accounts receivable balance of any client at any period in time. Simply enter a date and client name, and their balance as of the given date is displayed.
Interactive Accounts Receivable List
Quickly access transactions through an interactive listing. Simply select the transaction and apply the payment.
Simple Report Design & Customization
Timeslips contains over 100 pre-defined reports designed specifically to meet the needs of service professionals. Timeslips includes the ability to create custom reports and graphs. Get detailed or summary reports of every task performed in your firm. And use the intuitive report wizard to walk through the steps of setting up the right report.
Timeslips includes the ability to:
Create custom reports and graphs.
Get detailed or summary task reports.
Set up custom reports with the help of our intuitive report wizard.
Intuitive Report Design Tool
Timeslips provides customizable reports for information such as slips, clients, timekeepers, tasks, expenses and transactions. This tool makes it easier to create new report templates and modify existing reports. You can easily design your reports the way you want them to look with simple drag-and-drop functionality.
Features Tour
Interactive Reports
Get to the source of your reporting data faster by clicking to instantly drill down to the detail needed, make a change to the source data, save it, and your report is instantly updated with the new information.
Features Tour
Report Preview
Timeslips includes over 100 pre-defined reports. To help you quickly locate the correct report, Timeslips includes a "thumbnail" sample of each standard report. If you need more information prior to generating your report, you can review the brief description or launch a full example of the report.
Features Tour
Print to Excel®
Customize your reports even further by printing Timeslips reports to a formatted Microsoft Excel file. You can export the report information to an existing Excel file or create a brand new worksheet. Once the data has been exported, you can modify the report in Excel as well as perform custom calculations on Timeslips data.
Features Tour
Sort reports by Value
See report information in the order you choose. Select reports can now be sorted by values. In one example, an Aged A/R Balance report can be sorted by total client balance, allowing you to more easily locate key data; especially in lengthy reports.
Print Reports to File
Most Timeslips reports can be output to PDF, RTF and text file.
Add a Report Wizard
Because of the extensive number of reporting options available, Timeslips provides this helpful tool to help you select and generate reports
Unique Features
By leveraging over 20 years of experience, and listening to valuable feedback from our customers, Timeslips has evolved to include many unique features that helps to set it apart from other time and billing products. These features are designed not only to simplify your bill cycle, but also to present you with critical information that will help you better manage your business.
Scheduled Backup
Ensure your Timeslips data (client information) is safe. The automatic, scheduled backup of your Timeslips data will ensure that your important slip and billing details are not lost. Each backup file can have a unique name to help determine the most current information.
Features Tour
Timeslips Today
Timeslips Today is your interactive window to your entire bill cycle. Timeslips Today can gather information from almost any area of the product and bring it together onto one customized view.
Features Tour
Alerts
Create your own Alerts so that you never overlook important information. Alerts will let you know when you've gone over budget, when a client's balance reaches a certain level, or any number of custom criteria. Trigger alerts for specific clients, timekeepers and tasks, saving valuable time. You can also create alerts for groups of clients, timekeepers and tasks.
Features Tour
Custom Fields
Custom fields allow you to track every detail that's important to you. Create up to 30 custom fields for clients, timekeepers, and task names.
Features Tour
Custom Preferences
Dozens of preference settings let you tailor Timeslips to the way you work. Change program-wide terminology; create custom categories; set default values; and even turn off features you don't use.
Features Tour
Print to Excel®
Customize your reports even further by printing report directly to a formatted Microsoft Excel file. You can export the report information to an existing Excel file or create a brand new worksheet. Once the data has been exported, you can modify the report in Excel as well as perform custom calculations on Timeslips data.
Features Tour
Networking Options
Timeslips is a single-station product that's network ready. Just add network stations for each networked computer in your office. Or, take advantage of one of the Timeslips Multi-User Value Packs, which come complete with your choice of 5 or 10 stations.
For each user create unique, detailed security profiles, custom preferences, menus and abbreviations, review audit trails to show you the date and time of any action performed, and so much more. |
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ACT! by Sage 2009 (11.0)
With ACT! 2009 (11.0), you can easily access a complete, integrated view of your contact relationships, impress contacts with your follow-up, leave no task undone, and make informed decisions to advance your business. Since ACT! is easy to learn and use, you get up and running quickly. With more than 2.8 million individual users, ACT! continues to help business professionals like you provide superior service.
Learn More about ACT!
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ACT! by Sage Premium Solutions 2009 (11.0)
With ACT! Premium Solutions 2009 (11.0), teams can maximize productivity and provide a better customer experience through access to an integrated view of contact relationships. Designed for sales teams or corporate workgroups, ACT! Premium Solutions include ACT! by Sage Premium 2009 (11.0) and ACT! Premium–Corporate Edition (ACT! Premium 2009 (11.0) and ACT! by Sage Premium for Web 2009 (11.0)). ACT! Premium Solutions are easy to deploy, learn, and use, either as-is or customized to fit your business requirements.
Learn More about ACT! Premium Solutions
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ACT! Corporate Program
Developed for corporate sales teams, ACT! Premium–Corporate Edition provides Windows and Web-based access to an integrated view of contact and customer relationships, plus all the resources of the Corporate License Program. Benefits of the Corporate License program include a dedicated account manager, a dedicated pre-sales support team, exclusive offers, promotions, and more. Teams have real-time access to prospect and customer information anywhere, whether office-based, traveling, or remote, to maximize productivity and provide a better customer experience.
Learn More about ACT! Corporate Program
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ACT! by Sage for Real Estate 2008 (10.0)
Designed specifically for professionals in the residential Real Estate market, ACT! by Sage for Real Estate is a contact and customer management solution that equips Real Estate professionals with the tools needed to be more successful in a competitive market. ACT! for Real Estate enables you to organize buyer, seller, and property information in one place, manage daily responsibilities from showings to closing tasks, and communicate effectively using custom flyers and letter templates. Because ACT! for Real Estate is easy to learn and easy to use, you can quickly become more productive, and ultimately sell more property.
Learn More about ACT! for Real Estate Professionals
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ACT! by Sage for Financial Professionals (10.0)
Designed specifically for financial services professionals, ACT! by Sage for Financial Professionals is a comprehensive contact and compliance management solution that equips you and your team with the tools you need to enhance client retention and growth, while helping maintain corporate compliance and tracking standards. ACT! for Financial Professionals enables you to organize prospect and client data and associated financial information, maintain frequent and relevant interaction with contacts, and stay on top of activities.
Learn More about ACT! for Financial Professionals
What can ACT! help you do?
Keep all your important relationship details for quick,
organized access to the information you need.
Get up-to-speed quickly and remain productive because ACT! provides you with an intuitive interface, making it easy to learn and use.
Find the exact relationship details you need instantly using powerful search capabilities in an easy-to-use format.
Manage your daily responsibilities by scheduling and tracking activities within ACT! so important calls, meetings, and to-dos are not overlooked.
Communicate consistently and successfully so you are always top of mind with your prospects and customers.
Gain instant insight into the performance of your business using dashboards and reports for more informed decision making.
Easily customize ACT! to fit your unique business requirements and ensure you are capturing the exact data you require.
Remotely access relationship details, along with your schedule, for the information you need, when and where you need it.
Integrate ACT! with applications you use every day, including Microsoft® Office and popular accounting solutions, to work the way in which you are accustomed.
Keep all your important relationship details for quick,
organized access to the information you need for that sales
call or meeting.
Find the exact relationship details you need instantly using powerful search capabilities in an easy-to-use format.
Manage your daily responsibilities by scheduling and tracking activities within ACT! so important sales calls, meetings, and to-dos are not overlooked.
Monitor your leads from first interaction through close, ensuring no sales opportunity is lost.
Communicate consistently and successfully with your prospects and customers to remain top of mind.
Gain instant insight into your pipeline and performance using dashboards and reports for more informed decision making.
Remotely access relationship details, along with your schedule, for the information you need, when and where you need it.
Do you have a growing team?
Consider ACT! Premium Solutions which are specifically designed to benefit larger teams.1 With ACT! Premium Solutions, you and your team benefit from increased data sharing capability, group scheduling functionality, advanced opportunity tracking and customization capabilities2, robust dashboards and reports, security on multiple levels, and more. And with online, offline, and mobile options, you have anywhere access whether office-based, traveling, or remote.
Keep all the important relationship details in one central
location for quick, organized access to the information your
team needs for sales calls and meetings.
Make sure your team manages their daily responsibilities by scheduling and tracking activities within ACT! so important sales calls, meetings, and to-dos are not overlooked.
Monitor leads from first interaction through close, ensuring no sales opportunity is lost.
Gain instant insight into your team’s pipeline and performance using dashboards and reports for more informed decision making and to improve sales results.
Enable your team to remotely access relationship details, along with their schedule, for the information they need, when and where they need it.
Easy to administer with automatic backup, database
maintenance, and synchronization
Implement as-is or customize to fit your needs
Easy to learn and use, so users will be up and running quickly,
with no training required
Offers secure, central access to contact information
Contact and Customer Management
Maintain contact details, notes, history, activities, opportunities, documents, secondary contacts, and more on Contact Records
Duplicate checking and the ability to merge records
Lookups and Searching
Lookups on all fields
Advanced queries
Sales Opportunity Management
Built-in or custom sales process with multiple steps
Track product/services, details, and more for each sales opportunity
Calendar and Activity Management
Schedule calls, meetings, and to-dos, plus custom activities
At-a-glance user availability
Prospect and Customer Communications
ACT! and Outlook® e-mail integration
Create activities and contacts from Outlook e-mails
Dashboards and Reporting
Dashboard with team views
Report on activities by user
Data Sharing and Security
View activities for 10+ users on your ACT! calendar
Specify user permissions and access
Anywhere Workforce
Windows or offline access
Web access1
1. ACT! Premium for Web is only available with ACT! Premium Corporate Edition. |
|
6 Industry Versions in 1
6 Industry Versions in 1
When you buy QuickBooks Premier and install your software, you may choose from one of the following industry versions to install, or stay with the General Business Edition. Note that you can also mix and match certain features within the product such as inventory, job costing, order tracking, invoicing and reporting — to name a few.
Browser the industry-specific features:
Premier General Business Contractor Manufacturing & Wholesale Nonprofit Professional Services Retail
Cannot find your business?
Key Features Premier Pro
Track financial information in one place
Track sales & expenses
Get rid of the piles of paperwork. Easily enter customer payments & bills from vendors. Since QuickBooks organizes everything in one place, you'll be able to access all past payments & bills for each customer and vendor with just a few clicks. view screenshot view screenshot
Pay bills & print checks
Easily create and print checks. Aggregate all your checks to be paid and print them in one batch.QuickBooks will keep track of each check so you can keep tabs on where your money is going. view screenshot view screenshot
Create & e-mail invoices
Use the data you already have in QuickBooks - such as customer contact info & products/services - to make creating invoiced a snap. Choose from pre-designed QuickBooks templates or customize the layout yourself. #1view screenshot #1view screenshot
Organize data on customers, vendors, and employees all in one place
No more hunting through piles of files or trying to remember where you stashed that important paper. QuickBooks organizes all your important small business information in one place, giving you easy access to a complete picture of your business. view screenshot view screenshot
Import data from Excel, Quicken/ Quicken for Mac, and Microsoft Office Accounting
Get up and running fast by importing data from the tool you use to track your finances now. However little or much data you currently have, you won't have to start over from scratch. #2view screenshot #2view screenshot
Save time & be more efficient
Reduce data entry by downloading your bank & credit card transactions into QuickBooks
Save time and avoid data entry errors. Instead of typing in your bank and credit card transactions, download them securely from over 3000 participating financial institutions and easily import them into QuickBooks. #3view screenshot #3view screenshot
Enter bills and set due-date reminders
QuickBooks helps you ensure you pay your bills on time. Record bills as they come and set a reminder to make sure you pay before the due date. view screenshot view screenshot
Export data into Excel
Export data from QuickBooks reports to Excel spreadsheets so that you can do more complex analysis or graphing in Excel. #4view screenshot #4view screenshot
Track international sales & expenses with multiple currency support
QuickBooks supports all global currencies and does all the currency calculations for you. You can even download exchange rates or do wire transfers from right in QuickBooks. #5view screenshot #5view screenshot
Manage products & inventory
Create purchase orders
You can create purchase orders in seconds by selecting from vendors and inventory already in your QuickBooks. When you get the inventory in-house and record it in QuickBooks, QuickBooks will remember you have an open purchase order and automatically match the PO to the inventory bill. view screenshot view screenshot
Track inventory
Easily track your inventory to avoid overbuying and backorders. Indicate re-order points for each inventory good and turn on reminders to automatically let you know when its time to reorder. view screenshot view screenshot
Advanced Tools to track raw & finished goods
QuickBooks Premier and Enterprise Solutions help you address your more complex inventory & product management needs including: tracking both raw materials & finished goods, adjusting inventory as you creating bills of material (BOMs) , and receiving inventory in one unit of measure and selling in another. view screenshot
Monitor performance & gain insights
Generate reports with one click to see how your business is doing
Get pre-designed, customizable business reports to gain insights into your business. See all available reports in one screen to easily choose the right one. Drill down with one click to see the detail behind the numbers. Export any report to Excel - your QuickBooks formatting and formulas go with it. Access industry-specific reports In QuickBooks Premier and Enterprise Solutions. 150+ industry specific
view screenshot 100+
view screenshot
Create budgets to keep your business on track
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 spending compares to your original budget. view screenshot view screenshot
Get a real-time snapshot of your business, in one central location with the Company Snapshot
Stay on top of your business- see who owes you money, who you owe money to, important reminders, and income/expense performance, all in one centralized location view screenshot view screenshot
Easily create a business plan; Forecast sales and expenses
Build a professional business plan quickly by answering step-by-step questions. QuickBooks fills in the numbers based on your QuickBooks data. You can export the projections to Excel for further analysis or save it as a PDF file. 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 adjust for future changes. view screenshot
Manage Employees
Manage payroll & payroll taxes ; offer Direct Deposit (paid subscription required)
Intuit QuickBooks Payroll Services, QuickBooks Payroll for Mac powered by PayCycle, and Payroll for QuickBooks Online save you time by eliminating steps and giving you the tools to get your payroll done right. #9view screenshot #9view screenshot
Automatically populate and print 1099s for independent contractors and federal filing
Create and print 1099 tax forms for you and your independent contractors. #10view screenshot #10view screenshot
Track time & billing
Track employee time and expenses
Track time by employee, service, and customer with timesheets in QuickBooks. When you select a client to bill, QuickBooks automatically reminds you of unbilled time and expenses for that client. view screenshot view screenshot
Assign different billing rates for different types of employees
QuickBooks provides the flexibility of setting different billing rates by employee and service type. You can set a fixed hourly rate for each employee or create custom hourly rates by service. #11view screenshot
Allow employees to enter billable & non-billable time online, from anywhere with an internet connection
Time tracking is automatically included with QuickBooks Online Plus. Time Tracker for QuickBooks Pro and Premier, an optional subscription service, is the fastest, easiest way to collect and record billable and non-billable hours into QuickBooks Pro and Premier for accurate invoicing, payroll and reporting purposes. No more paperwork! Employees or contractors only need an internet connection to submit billable hours Download timesheets right into QuickBooks with one click. #12view screenshot #12view screenshot
Attract Customers & Manage Customer Relationships
Track customer information and related transactions
Keep customer contact and transaction information in QuicKBooks, so you can follow up on past-due accounts and answer customer requests faster. See contact information and complete transaction history for any customer. view screenshot view screenshot
Accept credit card payments right in QuickBooks
Process credit card approvals right in your QuickBooks software. If you use Intuit QuickBooks Merchant Services, the data is automatically recorded in QuickBooks when you make a sale. And, it has no teaser rates, no hidden fees, no cancellation fees, and no long-term contracts. #13view screenshot #13view screenshot
Easily create a professional website with customizable templates and drag-and-drop tools.
Save time with easy-to-use website creation tools including customizable templates, one-click publishing, and website hosting. Everything is included to get your site live within minutes. Point-and-click, drag-and-drop tools. Know how well your site is doing with website tracking and statistics. #14view screenshot #14view screenshot
Create & customize professional-looking invoices and other forms with advanced customization tools
Create professional-looking forms by choosing from more than 100 expertly designed forms, including invoices & sales receipts. You can also customize the templates by adding your company logo and tag line to present your business uniquely to your customers. #15view screenshot #15view screenshot
Create sales orders & track back orders
QuickBooks helps you and your customer keep track of backordered items. Invoices, sales orders, and other sales forms show which items have been invoiced, which items have been backordered, and the quantities backordered. view screenshot
Set price levels
QuickBooks Premier and Enterprise Solutions help you address your more complex pricing needs such as customize prices for different groups of customers or jobs (i.e. corporate, loyal, high-volume, etc.) with more price levels (up to 100). view screenshot
Multiple Users & Multiple Locations
Work simultaneously with other QuickBooks users on your company file
Multiple-user functionality enables more than one person to work on a company file at the same time, increasing collaboration and productivity. It ensures that all users are working on the most up-to-date data. up to 5 #16
view screenshot up to 5 #16
view screenshot
Set individual access levels for each user
Restrict access for other users to only certain parts of your QuickBooks data so that employees only see the data they need to get their work done. For QuickBooks Pro and Premier, you can restrict access to 9 broad categories. QuickBooks Online Plus and Enterprise Solutions restrict access on a more detailed level to specific tasks and information. Customize each user's access level to view-only, create, modify, delete, print or any combination thereof for Enterprise Solutions. 9
view screenshot 9
view screenshot
Real time remote multi-location access service included
Access your QuickBooks data remotely. Remote access is automatically built into your QuickBooks Online subscription, so there's no need to send files back and forth. For QuickBooks Pro and Premier, get up to 1 year free access to your QuickBooks data through WebEx. You can use Windows Terminal Services with Enterprise Solutions to allow password-protected access by authorized users. With Webex #17
view screenshot With Webex #17
view screenshot
Support for your product & data
Ask questions and get answers from experts and other small businesses like you, through Live Community, right in QuickBooks
Ask a Question: Ask QuickBooks users like you for help on anything from how to use QuickBooks to how to grow your business. Chances are, someone else has had the same question you do. Discover Answers: See what others are talking about. You will be able to see Questions & Answers relevant to what you’re looking for, so you can find your answer right away. Help Others: Give advice and share your own knowledge of QuickBooks. #19view screenshot #19view screenshot
Industry Specific Features
Create customizable reports designed for your industry
Access over 150 industry-specific reports In QuickBooks Premier and Enterprise Solutions such as: - Profitability by Product for manufacturing and wholesale businesses - Job/ Project Costs for professional services firms & contracting businesses - Donor Contribution Summary for nonprofit organizations - Sales Tax Liability for retail businesses view screenshot
Chart Notes:
Outlook integration requires Outlook or Outlook Express 2000, 2002, 2003 or 2007. For Mac: Requires Apple mail or Entourage
For QuickBooks Pro, Premier, and Enterprise: Transfer data from Peachtree 2001-2008; Microsoft SBA 2006; and Microsoft Office Accounting 2007 using free tool available at http://quickbooks.com/converttoquickbooks. Transfer data from Quicken 98 through current version, QuickBooks 4.0 through current version and Microsoft Excel 2000-2007. For QuickBooks for Mac: QuickBooks 2009 for Mac can convert register transactions from Quicken Mac 2007 for use with QuickBooks 2009 for Mac. You may need to make adjustments to your converted Quicken Mac file to take advantage of QuickBooks features. QuickBooks 2009 for Mac can upgrade files from Intuit QuickBooks Accounting Simple Start, Pro, Premier, and Premier Accountant Edition 2009 for Windows; New User Edition 5.0, 6.0, 2005, 2006 and 2007; and QuickBooks Pro for Mac 4.0 (M12), 5.0, 6.0, 2005, 2006, and 2007 (U.S. versions).
Online services vary by participating financial institutions and may be subject to application approval, and additional terms, conditions and fees. We authenticate your account with your financial institution, and then use secure data transmissions between your financial institution and Intuit.
For QuickBooks Pro, Premier, and Enterprise Solutions: Requires Excel 2000, 2002, 2003 or 2007. For QuickBooks for Mac requires Excel 2004 or 2008 for Mac.
Internet Access Required. Additional fees may apply.
One seat included with purchase of QuickBooks Enterprise Solutions, fees apply for additional seats
The Full Service Plan for QuickBooks Enterprise Solutions is good for 12 months from purchase. Dedicated support team available weekdays from 5 A.M. - 5 P.M. Pacific time. Intuit reserves the right to limit each telephone contact to one hour and to one incident. Support availability subject to occasional downtime for systems and server maintenance, company events, observed U.S. holidays, and events beyond our controls. Terms, conditions, pricing, service offerings, and availability of the Full Service Plan are subject to change at any time without notice. U.S. only. Callback support; internet access required. See terms and conditions inside software.
Standard cell phone fees apply.
Requires paid subscription, EIN and Internet access. For Mac: Requires QuickBooks Payroll for Mac, powered by PayCycle, Inc. Additional fees apply. Internet access required. Adobe Reader is required to print checks and forms. Service not available in Canada. You can also choose to use Aatrix Top Pay (software not included).
Requires pre-printed form
Billing Rate Levels only available in Premier Professional Services, Contractor and Accountant Editions.
For Pro and Premier:Requires subscription to Time Tracker service. 60-day free trial of QuickBooks Time Tracker online subscription is included. Time Tracker for MS Outlook is included in the 60-day free trial of Time Tracker. Requires Microsoft Outlook 2002, 2003 or 2007. Time Tracker requires at least QuickBooks 2006 or later editions of QuickBooks for Windows (Pro, Premier and Enterprise) updated to the most current release. Internet access required. Fees apply after free trial period. QuickBooks Time Tracker subscription required after free trial period to access Time Tracker for MS Outlook
Additional fees, terms, and conditions apply.
One 12-month subscription to website hosting services included, valid for customers who purchase and install QuickBooks 2009 software from an authorized seller before 8/31/2009. Subscription begins at time of online account creation or within 90 days of purchase, whichever comes sooner. After a year, you will be able to choose from our standard set of packages, currently priced at $4.99 per month. Pricing available for a limited time only. Standard prices subject to change.
For Mac: Templates customized in prior versions of QuickBooks for Mac will be available but not editable. QuickBooks for Windows templates are not transferable to QuickBooks for Mac.
QuickBooks Pro and Premier: Requires purchase of a license for each additional user. All copies of QuickBooks must be the same version-year. If you back up your QuickBooks data using the QuickBooks Online Backup Service, you must first switch to single-user mode.You must be logged into the company file to use QuickBooks Messenger .
Internet access required. QuickBooks Pro: 1 single-user subscription (6 months of QuickBooks-only access) included, valid for customers who purchase and install QuickBooks Pro 2009 software before 12/31/2009. QuickBooks Premier: 1 single-user subscription (12 months of QuickBooks-only access) included, valid for customers who purchase and install QuickBooks Premier 2009 software before 12/31/2009. Subscription begins at time of product registration. For Enterprise Solutions: Additional fees may apply. Requires Microsoft Windows Server 2003, XP Pro, Windows server 2008, or Linux. For multiple remote users, Windows Terminal Services Client Access license required for each user.
For QuickBooks Online Basic, email support is available within 24 hours between 6 AM and 6 PM Pacific time, M-F. For QuickBooks Online Plus, Chat and Call Back support available, usually within 30 minutes 6 AM - 6 PM Pacific time, M-F. For QuickBooks Enterprise Solutions, the Full Service Plan for QuickBooks Enterprise Solutions is good for 12 months from purchase. Dedicated support team available weekdays from 5 A.M. - 5 P.M. Pacific time. Intuit reserves the right to limit each telephone contact to one hour and to one incident. Support availability subject to occasional downtime for systems and server maintenance, company events, observed U.S. holidays, and events beyond our controls. Terms, conditions, pricing, service offerings, and availability of the Full Service Plan are subject to change at any time without notice. U.S. only. Callback support; internet access required. See terms and conditions inside software.
Internet access required.
Does not include QuickBooks Enterprise Solutions, QuickBooks: Pro for Mac and QuickBooks: Online Edition.
30 consecutive days of QuickBooks 2009 support included from first-time registration. Offer valid 90 days from software purchase; U.S. only. Assisted data conversion includes a one-time conversion case which can be applied to multiple files. Assisted data conversion must be completed with-in 30 days from the date you register your software.
Transfer data from Peachtree 2001-2009; Microsoft SBA 2006; and Microsoft Office Accounting 2007-2008 using free tool available at http://accountant.intuit.com/convert.
Requires paid MobileMe account available separately from Apple Computer, Inc.
For Pro, Premier, and Enterprise: Outlook synchronization requires QuickBooks Contact Sync for Outlook tool, available for free at www.quickbooks.com/contact_sync/, and Outlook 2000, 2002, 2003 or 2007.. Address Book is included in Mac OS X from Apple Computer, Inc. Synchronization with mobile phones and PDAs requires an iSync 2.1-supported phone or PDA. For a list of supported devices, visit www.apple.com/macosx/features/isync/devices.html.
iCal is included in Mac OS X from Apple Computer, Inc.
QuickBooks 2009 for Mac can exchange data with QuickBooks Accounting Pro, Premier, and Premier Accountant Edition 2009 for Windows (U.S. versions, round trip: between Mac and Windows).
Your accountant must be using QuickBooks Premier Accountant Edition 2008 or 2009.
For QuickBooks Online Plus, Pro, Premier, and Enterprise: Upgrade from any product QuickBooks 4.0 or later. For Mac: QuickBooks 2009 for Mac can upgrade files from Intuit QuickBooks Accounting Simple Start, Pro, Premier, and Premier Accountant Edition 2009 for Windows; New User Edition 5.0, 6.0, 2005, 2006 and 2007; and QuickBooks Pro for Mac 4.0 (M12), 5.0, 6.0, 2005, 2006, and 2007 (U.S. versions).
No QuickBooks fee for using shipping features, but FedEx and UPS will charge their standard shipping fees for packages from within QuickBooks. Registration and agreement to terms and conditions required. UPS, the UPS brandmark, and the color Brown are registered trademarks of United Parcel Service of America, Inc. All rights reserved.
This feature requires user to purchase both QuickBooks 2009 and Adobe Acrobat Professional 9.0 software. Adobe Acrobat Professional 9.0 software sold separately. The following forms are unavailable to Simple Start and Pro customers: PO to purchase sales order and PO to service sales order.
Works with all QuickBooks accounting software except QuickBooks Enterprise Solutions, QuickBooks Simple Start, QuickBooks Pro for Mac, QuickBooks Online. Payroll transactions cannot be adjusted. Not all fields can be accessed for clients using QB 2008; including, 1099 Account Mapping and modify and merge class lists.
When you buy QuickBooks Premier and install your software, you may choose from one of the following industry versions to install, or stay with the General Business Edition. Note that you can also mix and match certain features within the product such as inventory, job costing, order tracking, invoicing and reporting — to name a few.
Browser the industry-specific features:
Premier General Business Contractor Manufacturing & Wholesale Nonprofit Professional Services Retail
Cannot find your business?
Key Features Premier Pro
Track financial information in one place
Track sales & expenses
Get rid of the piles of paperwork. Easily enter customer payments & bills from vendors. Since QuickBooks organizes everything in one place, you'll be able to access all past payments & bills for each customer and vendor with just a few clicks. view screenshot view screenshot
Pay bills & print checks
Easily create and print checks. Aggregate all your checks to be paid and print them in one batch.QuickBooks will keep track of each check so you can keep tabs on where your money is going. view screenshot view screenshot
Create & e-mail invoices
Use the data you already have in QuickBooks - such as customer contact info & products/services - to make creating invoiced a snap. Choose from pre-designed QuickBooks templates or customize the layout yourself. #1view screenshot #1view screenshot
Organize data on customers, vendors, and employees all in one place
No more hunting through piles of files or trying to remember where you stashed that important paper. QuickBooks organizes all your important small business information in one place, giving you easy access to a complete picture of your business. view screenshot view screenshot
Import data from Excel, Quicken/ Quicken for Mac, and Microsoft Office Accounting
Get up and running fast by importing data from the tool you use to track your finances now. However little or much data you currently have, you won't have to start over from scratch. #2view screenshot #2view screenshot
Save time & be more efficient
Reduce data entry by downloading your bank & credit card transactions into QuickBooks
Save time and avoid data entry errors. Instead of typing in your bank and credit card transactions, download them securely from over 3000 participating financial institutions and easily import them into QuickBooks. #3view screenshot #3view screenshot
Enter bills and set due-date reminders
QuickBooks helps you ensure you pay your bills on time. Record bills as they come and set a reminder to make sure you pay before the due date. view screenshot view screenshot
Export data into Excel
Export data from QuickBooks reports to Excel spreadsheets so that you can do more complex analysis or graphing in Excel. #4view screenshot #4view screenshot
Track international sales & expenses with multiple currency support
QuickBooks supports all global currencies and does all the currency calculations for you. You can even download exchange rates or do wire transfers from right in QuickBooks. #5view screenshot #5view screenshot
Manage products & inventory
Create purchase orders
You can create purchase orders in seconds by selecting from vendors and inventory already in your QuickBooks. When you get the inventory in-house and record it in QuickBooks, QuickBooks will remember you have an open purchase order and automatically match the PO to the inventory bill. view screenshot view screenshot
Track inventory
Easily track your inventory to avoid overbuying and backorders. Indicate re-order points for each inventory good and turn on reminders to automatically let you know when its time to reorder. view screenshot view screenshot
Advanced Tools to track raw & finished goods
QuickBooks Premier and Enterprise Solutions help you address your more complex inventory & product management needs including: tracking both raw materials & finished goods, adjusting inventory as you creating bills of material (BOMs) , and receiving inventory in one unit of measure and selling in another. view screenshot
Monitor performance & gain insights
Generate reports with one click to see how your business is doing
Get pre-designed, customizable business reports to gain insights into your business. See all available reports in one screen to easily choose the right one. Drill down with one click to see the detail behind the numbers. Export any report to Excel - your QuickBooks formatting and formulas go with it. Access industry-specific reports In QuickBooks Premier and Enterprise Solutions. 150+ industry specific
view screenshot 100+
view screenshot
Create budgets to keep your business on track
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 spending compares to your original budget. view screenshot view screenshot
Get a real-time snapshot of your business, in one central location with the Company Snapshot
Stay on top of your business- see who owes you money, who you owe money to, important reminders, and income/expense performance, all in one centralized location view screenshot view screenshot
Easily create a business plan; Forecast sales and expenses
Build a professional business plan quickly by answering step-by-step questions. QuickBooks fills in the numbers based on your QuickBooks data. You can export the projections to Excel for further analysis or save it as a PDF file. 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 adjust for future changes. view screenshot
Manage Employees
Manage payroll & payroll taxes ; offer Direct Deposit (paid subscription required)
Intuit QuickBooks Payroll Services, QuickBooks Payroll for Mac powered by PayCycle, and Payroll for QuickBooks Online save you time by eliminating steps and giving you the tools to get your payroll done right. #9view screenshot #9view screenshot
Automatically populate and print 1099s for independent contractors and federal filing
Create and print 1099 tax forms for you and your independent contractors. #10view screenshot #10view screenshot
Track time & billing
Track employee time and expenses
Track time by employee, service, and customer with timesheets in QuickBooks. When you select a client to bill, QuickBooks automatically reminds you of unbilled time and expenses for that client. view screenshot view screenshot
Assign different billing rates for different types of employees
QuickBooks provides the flexibility of setting different billing rates by employee and service type. You can set a fixed hourly rate for each employee or create custom hourly rates by service. #11view screenshot
Allow employees to enter billable & non-billable time online, from anywhere with an internet connection
Time tracking is automatically included with QuickBooks Online Plus. Time Tracker for QuickBooks Pro and Premier, an optional subscription service, is the fastest, easiest way to collect and record billable and non-billable hours into QuickBooks Pro and Premier for accurate invoicing, payroll and reporting purposes. No more paperwork! Employees or contractors only need an internet connection to submit billable hours Download timesheets right into QuickBooks with one click. #12view screenshot #12view screenshot
Attract Customers & Manage Customer Relationships
Track customer information and related transactions
Keep customer contact and transaction information in QuicKBooks, so you can follow up on past-due accounts and answer customer requests faster. See contact information and complete transaction history for any customer. view screenshot view screenshot
Accept credit card payments right in QuickBooks
Process credit card approvals right in your QuickBooks software. If you use Intuit QuickBooks Merchant Services, the data is automatically recorded in QuickBooks when you make a sale. And, it has no teaser rates, no hidden fees, no cancellation fees, and no long-term contracts. #13view screenshot #13view screenshot
Easily create a professional website with customizable templates and drag-and-drop tools.
Save time with easy-to-use website creation tools including customizable templates, one-click publishing, and website hosting. Everything is included to get your site live within minutes. Point-and-click, drag-and-drop tools. Know how well your site is doing with website tracking and statistics. #14view screenshot #14view screenshot
Create & customize professional-looking invoices and other forms with advanced customization tools
Create professional-looking forms by choosing from more than 100 expertly designed forms, including invoices & sales receipts. You can also customize the templates by adding your company logo and tag line to present your business uniquely to your customers. #15view screenshot #15view screenshot
Create sales orders & track back orders
QuickBooks helps you and your customer keep track of backordered items. Invoices, sales orders, and other sales forms show which items have been invoiced, which items have been backordered, and the quantities backordered. view screenshot
Set price levels
QuickBooks Premier and Enterprise Solutions help you address your more complex pricing needs such as customize prices for different groups of customers or jobs (i.e. corporate, loyal, high-volume, etc.) with more price levels (up to 100). view screenshot
Multiple Users & Multiple Locations
Work simultaneously with other QuickBooks users on your company file
Multiple-user functionality enables more than one person to work on a company file at the same time, increasing collaboration and productivity. It ensures that all users are working on the most up-to-date data. up to 5 #16
view screenshot up to 5 #16
view screenshot
Set individual access levels for each user
Restrict access for other users to only certain parts of your QuickBooks data so that employees only see the data they need to get their work done. For QuickBooks Pro and Premier, you can restrict access to 9 broad categories. QuickBooks Online Plus and Enterprise Solutions restrict access on a more detailed level to specific tasks and information. Customize each user's access level to view-only, create, modify, delete, print or any combination thereof for Enterprise Solutions. 9
view screenshot 9
view screenshot
Real time remote multi-location access service included
Access your QuickBooks data remotely. Remote access is automatically built into your QuickBooks Online subscription, so there's no need to send files back and forth. For QuickBooks Pro and Premier, get up to 1 year free access to your QuickBooks data through WebEx. You can use Windows Terminal Services with Enterprise Solutions to allow password-protected access by authorized users. With Webex #17
view screenshot With Webex #17
view screenshot
Support for your product & data
Ask questions and get answers from experts and other small businesses like you, through Live Community, right in QuickBooks
Ask a Question: Ask QuickBooks users like you for help on anything from how to use QuickBooks to how to grow your business. Chances are, someone else has had the same question you do. Discover Answers: See what others are talking about. You will be able to see Questions & Answers relevant to what you’re looking for, so you can find your answer right away. Help Others: Give advice and share your own knowledge of QuickBooks. #19view screenshot #19view screenshot
Industry Specific Features
Create customizable reports designed for your industry
Access over 150 industry-specific reports In QuickBooks Premier and Enterprise Solutions such as: - Profitability by Product for manufacturing and wholesale businesses - Job/ Project Costs for professional services firms & contracting businesses - Donor Contribution Summary for nonprofit organizations - Sales Tax Liability for retail businesses view screenshot
Chart Notes:
Outlook integration requires Outlook or Outlook Express 2000, 2002, 2003 or 2007. For Mac: Requires Apple mail or Entourage
For QuickBooks Pro, Premier, and Enterprise: Transfer data from Peachtree 2001-2008; Microsoft SBA 2006; and Microsoft Office Accounting 2007 using free tool available at http://quickbooks.com/converttoquickbooks. Transfer data from Quicken 98 through current version, QuickBooks 4.0 through current version and Microsoft Excel 2000-2007. For QuickBooks for Mac: QuickBooks 2009 for Mac can convert register transactions from Quicken Mac 2007 for use with QuickBooks 2009 for Mac. You may need to make adjustments to your converted Quicken Mac file to take advantage of QuickBooks features. QuickBooks 2009 for Mac can upgrade files from Intuit QuickBooks Accounting Simple Start, Pro, Premier, and Premier Accountant Edition 2009 for Windows; New User Edition 5.0, 6.0, 2005, 2006 and 2007; and QuickBooks Pro for Mac 4.0 (M12), 5.0, 6.0, 2005, 2006, and 2007 (U.S. versions).
Online services vary by participating financial institutions and may be subject to application approval, and additional terms, conditions and fees. We authenticate your account with your financial institution, and then use secure data transmissions between your financial institution and Intuit.
For QuickBooks Pro, Premier, and Enterprise Solutions: Requires Excel 2000, 2002, 2003 or 2007. For QuickBooks for Mac requires Excel 2004 or 2008 for Mac.
Internet Access Required. Additional fees may apply.
One seat included with purchase of QuickBooks Enterprise Solutions, fees apply for additional seats
The Full Service Plan for QuickBooks Enterprise Solutions is good for 12 months from purchase. Dedicated support team available weekdays from 5 A.M. - 5 P.M. Pacific time. Intuit reserves the right to limit each telephone contact to one hour and to one incident. Support availability subject to occasional downtime for systems and server maintenance, company events, observed U.S. holidays, and events beyond our controls. Terms, conditions, pricing, service offerings, and availability of the Full Service Plan are subject to change at any time without notice. U.S. only. Callback support; internet access required. See terms and conditions inside software.
Standard cell phone fees apply.
Requires paid subscription, EIN and Internet access. For Mac: Requires QuickBooks Payroll for Mac, powered by PayCycle, Inc. Additional fees apply. Internet access required. Adobe Reader is required to print checks and forms. Service not available in Canada. You can also choose to use Aatrix Top Pay (software not included).
Requires pre-printed form
Billing Rate Levels only available in Premier Professional Services, Contractor and Accountant Editions.
For Pro and Premier:Requires subscription to Time Tracker service. 60-day free trial of QuickBooks Time Tracker online subscription is included. Time Tracker for MS Outlook is included in the 60-day free trial of Time Tracker. Requires Microsoft Outlook 2002, 2003 or 2007. Time Tracker requires at least QuickBooks 2006 or later editions of QuickBooks for Windows (Pro, Premier and Enterprise) updated to the most current release. Internet access required. Fees apply after free trial period. QuickBooks Time Tracker subscription required after free trial period to access Time Tracker for MS Outlook
Additional fees, terms, and conditions apply.
One 12-month subscription to website hosting services included, valid for customers who purchase and install QuickBooks 2009 software from an authorized seller before 8/31/2009. Subscription begins at time of online account creation or within 90 days of purchase, whichever comes sooner. After a year, you will be able to choose from our standard set of packages, currently priced at $4.99 per month. Pricing available for a limited time only. Standard prices subject to change.
For Mac: Templates customized in prior versions of QuickBooks for Mac will be available but not editable. QuickBooks for Windows templates are not transferable to QuickBooks for Mac.
QuickBooks Pro and Premier: Requires purchase of a license for each additional user. All copies of QuickBooks must be the same version-year. If you back up your QuickBooks data using the QuickBooks Online Backup Service, you must first switch to single-user mode.You must be logged into the company file to use QuickBooks Messenger .
Internet access required. QuickBooks Pro: 1 single-user subscription (6 months of QuickBooks-only access) included, valid for customers who purchase and install QuickBooks Pro 2009 software before 12/31/2009. QuickBooks Premier: 1 single-user subscription (12 months of QuickBooks-only access) included, valid for customers who purchase and install QuickBooks Premier 2009 software before 12/31/2009. Subscription begins at time of product registration. For Enterprise Solutions: Additional fees may apply. Requires Microsoft Windows Server 2003, XP Pro, Windows server 2008, or Linux. For multiple remote users, Windows Terminal Services Client Access license required for each user.
For QuickBooks Online Basic, email support is available within 24 hours between 6 AM and 6 PM Pacific time, M-F. For QuickBooks Online Plus, Chat and Call Back support available, usually within 30 minutes 6 AM - 6 PM Pacific time, M-F. For QuickBooks Enterprise Solutions, the Full Service Plan for QuickBooks Enterprise Solutions is good for 12 months from purchase. Dedicated support team available weekdays from 5 A.M. - 5 P.M. Pacific time. Intuit reserves the right to limit each telephone contact to one hour and to one incident. Support availability subject to occasional downtime for systems and server maintenance, company events, observed U.S. holidays, and events beyond our controls. Terms, conditions, pricing, service offerings, and availability of the Full Service Plan are subject to change at any time without notice. U.S. only. Callback support; internet access required. See terms and conditions inside software.
Internet access required.
Does not include QuickBooks Enterprise Solutions, QuickBooks: Pro for Mac and QuickBooks: Online Edition.
30 consecutive days of QuickBooks 2009 support included from first-time registration. Offer valid 90 days from software purchase; U.S. only. Assisted data conversion includes a one-time conversion case which can be applied to multiple files. Assisted data conversion must be completed with-in 30 days from the date you register your software.
Transfer data from Peachtree 2001-2009; Microsoft SBA 2006; and Microsoft Office Accounting 2007-2008 using free tool available at http://accountant.intuit.com/convert.
Requires paid MobileMe account available separately from Apple Computer, Inc.
For Pro, Premier, and Enterprise: Outlook synchronization requires QuickBooks Contact Sync for Outlook tool, available for free at www.quickbooks.com/contact_sync/, and Outlook 2000, 2002, 2003 or 2007.. Address Book is included in Mac OS X from Apple Computer, Inc. Synchronization with mobile phones and PDAs requires an iSync 2.1-supported phone or PDA. For a list of supported devices, visit www.apple.com/macosx/features/isync/devices.html.
iCal is included in Mac OS X from Apple Computer, Inc.
QuickBooks 2009 for Mac can exchange data with QuickBooks Accounting Pro, Premier, and Premier Accountant Edition 2009 for Windows (U.S. versions, round trip: between Mac and Windows).
Your accountant must be using QuickBooks Premier Accountant Edition 2008 or 2009.
For QuickBooks Online Plus, Pro, Premier, and Enterprise: Upgrade from any product QuickBooks 4.0 or later. For Mac: QuickBooks 2009 for Mac can upgrade files from Intuit QuickBooks Accounting Simple Start, Pro, Premier, and Premier Accountant Edition 2009 for Windows; New User Edition 5.0, 6.0, 2005, 2006 and 2007; and QuickBooks Pro for Mac 4.0 (M12), 5.0, 6.0, 2005, 2006, and 2007 (U.S. versions).
No QuickBooks fee for using shipping features, but FedEx and UPS will charge their standard shipping fees for packages from within QuickBooks. Registration and agreement to terms and conditions required. UPS, the UPS brandmark, and the color Brown are registered trademarks of United Parcel Service of America, Inc. All rights reserved.
This feature requires user to purchase both QuickBooks 2009 and Adobe Acrobat Professional 9.0 software. Adobe Acrobat Professional 9.0 software sold separately. The following forms are unavailable to Simple Start and Pro customers: PO to purchase sales order and PO to service sales order.
Works with all QuickBooks accounting software except QuickBooks Enterprise Solutions, QuickBooks Simple Start, QuickBooks Pro for Mac, QuickBooks Online. Payroll transactions cannot be adjusted. Not all fields can be accessed for clients using QB 2008; including, 1099 Account Mapping and modify and merge class lists. |
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