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– Quickbooks premier nonprofit edition 2011

Nonprofit-specific report bundles. Enterprise includes 9 reports created specifically to provide the information nonprofits need. In addition, Advanced Reporting* allows you to create your own custom reports from scratch using the raw data in QuickBooks. If the data is in QuickBooks, you can report on it to gain a deeper understanding of your. QuickBooks for Nonprofits & Churches: A Setp-By-Step Guide to the Pro, Premier, and Nonprofit Versions. Part of: The Accountant Beside You . Integrate QuickBooks with your favorite e-commerce solution. 2 NEW ADD-ON. Import bank feeds faster by automatically categorizing or batch-editing your bank transactions by payees, accounts and classes. 3. Automate creating categorized receipt expense entries using the QuickBooks Desktop Mobile App. Just photograph, import and review. 4.


Intuit Inc – QuickBooks Premier Nonprofit Edition


Limitations that require more than the following number of items should not Consider Pro, or Premier but should take a look at QuickBooks Enterprise Edition. Enterprise Solutions – unlimited names and items but performance begins to degrade around , Up to 30 simultaneous users. Maximum number of classes is 10, Call us to let a technical expert help you determine if QuickBooks Enterprise is the right choice While QuickBooks provides tremendous accounting capabilities, the following is a situation where it might be a good idea to use a 3rd party inventory product that integrates with QuickBook rather than the QuickBooks Inventory feature: Companies that require an inventory method other than average cost such as FIFO or LIFO may not want to use the inventory feature Top.

Lower pricing and no more hassles with rebate forms. QuickBooks Mac My-Time tracking software now available. QuickBooks Mac New Features:. Learn how Top. QuickBooks Pro Mac Benefits of using the QuickBooks program: Increase Efficiency: QuickBooks helps you save time and be more efficient, with easy-to-use tools to help you more quickly manage your business finances.

Improve Accuracy: QuickBooks has tools designed to help you accurately enter and keep track of the information you need for taxes or other purposes. QuickBooks helps you organize your information, backup data and control access to critical information, so you have accurate data at your fingertips whenever you need it.

Customization Options to Meet Your Needs: Since each business is different, QuickBooks allows you to customize it to fit your particular needs. Manage Money More Effectively: QuickBooks realizes that every dollar counts, so it helps you find ways to save money today and manage money effectively for longer-term savings.

The features and functionality you pay extra for in QuickBooks Premier software will pay for itself in the reduced set-up time plus and a customized set-up that reduces mistakes. The added QuickBooks Premier software functionality will help you manage your business and understand your finances like no other accounting package.

So if you are a retailer, professional services firm, accountant, manufacturer or wholesaler, contractor or nonprofit, select QuickBooks premier. QuickBooks Premier will reduce stress and aggravation that generally accompanies the process of change and learning something new, plus shorten your learning curve saving valuable employee time. If there is no industry specific QuickBooks Premier software for you, consider purchasing the QuickBooks Accountant Premier Version – it comes with all of the help menus, sample company files of all the other Premier software products.

This is a great opportunity to see how other companies handle transactions that you may also encounter. We here at QBalance. When remote access, sales orders, emailing forms, pdf reports, forecasts, advanced help features, or the other functions that differentiate QuickBooks Premier from QuickBooks Basic and QuickBooks Pro are not needed to run your business, QuickBooks Pro and QuickBooks Basic are still the number one selling small business software because of their sophisticated accounting features.

No other software is as flexible and forgiving to those who are not accountants or bookkeepers. Mistakes are easily rectified and reports are easy to create and interpret. We would be happy to offer assistance to selecting the QuickBooks software product that is right for your company when you make a purchase through this site.

Top QuickBooks Training Home. QuickBooks Software Help. Trouble viewing PDFs in Firefox? Click on your industry or QuickBooks Software desired.

Standard Editions of QuickBooks. QuickBooks Premier Software for your industry. New same low price, one software for both upgraders and new users. Upgrade Now. Quicken Payroll integrates with QuickBooks, allocates labor costs to job, easy to use, competitively priced, do-it-yourself or complete services QuickBooks Payroll. What QuickBooks Online Edition can do for you: For the company with relatively simple reporting needs Time entry from the field is a very convenient feature!

Track time for employees and subcontractors, print s Billing customers invoicing – print or email Customize the style of your invoices Create charges, billable expenses, and time activities that flow on to invoices Accept Credit Cards from within QuickBooks: Online Edition Additional fee required Track expenses by customer Additional fee required Schedule recurring charges and automate billing Track sales tax Pay bills Write and print checks Enter and pay bills Recurring bills template Track credit card use Reports customizable reports plus -export to excel Payroll imported from Intuit Complete Payroll or PayCycle Key Benefits of Online Edition Automatic updates Backus up data automatically Includes free accountant user with each client subscription Maintains a perpetual audit trail and activity log Allows restricted access to product areas Remote access is also available in QuickBooks Premier.

For those larger companies that are interested in QuickBooks but are not sure if QuickBooks Pro, or QuickBooks Premier file considerations for each exactly the same will support their database, the following calculation will help you with your decision: Number of transactions each month times 2 KB monthly growth rate Multiply this result by 12 for an annual growth KB Divide this result by to arrive at MB growth per year A QuickBooks company file should grow less than 15 MB per year for practical performance levels.

QuickBooks for Mac. Benefits of using the QuickBooks program: Increase Efficiency: QuickBooks helps you save time and be more efficient, with easy-to-use tools to help you more quickly manage your business finances. Also subscribe to our newsletter. Discounted prices. QB alance. QuickBooks Help. We have been selected as one of the top QuickBooks Advisors for the last 3 years. Buy QuickBooks Is your QuickBooks running slower than an 3 legged tortoise?

QuickBooks Payroll. QuickBooks Enterprise Software. QuickBooks Enterprise. QuickBooks Pro -Windows. QuickBooks Premier Contractors Edition. QuickBooks Premier Retail Edition. QuickBooks Premier Other Industries. QuickBooks Point of Sale. QuickBooks Simple Start. QuickBooks Online Edition. QuickBooks Online Payroll.

Watch Videos on features. Differences – Pro Prem Ent. QuickBooks Checks. Invoice with Remittance. QuickBooks W2. QuickBooks Learning Guides. Using QuickBooks Tips. QuickBooks Add Ons. QuickBooks Software. Free: QuickBooks Newsletter. Business Resources. All about Payroll. Search this site. Guide to buying QuickBooks software. Now Selling QuickBooks Call Call in your order to purchase QuickBooks Now Selling in CD or Downloadable format:. Accounting Software.

Now is a good time to upgrade from QuickBooks versions , , , , , , , , , , , , , , , 99, and earlier. Accounting Firms. Professional Services. Other Industries. QuickBooks Pro. Enterprise Editions. Other special use Quickbooks software below. QuickBooks Online. QuickBooks Mac. Comparison Chart. QuickBooks Premier Your industry. QuickBooks Pro Single User. Two User. Up to 30 user. Service Company. Manufacturing Wholesale. Click on the links to purchase QuickBooks. For assistance in selecting the right QuickBooks for your business, call What are the unique features of each Premier Edition?

For assistance in selecting the right QuickBooks for your business, call Compare features Watch more tours Whats new in and prior editions. Share data easily with Excel, Word, and Outlook; easily convert Peachtree data to QuickBooks Product Description QuickBooks provides standard accounting and business tools for organizing your finances with ease.

Start fast and get help when you need it with built-in tutorials, onscreen help, and free unlimited QuickBooks self-help support. As always, your satisfaction is guaranteed or your money back! Shipping Manager, at no extra charge, converts sales receipts or invoices into pre-filled FedEx or UPS shipping labels and forms, complete with tracking numbers and bar codes. Track business loans and fixed assets such as computers and other equipment, right along with your other financial data.

QuickBooks automatically reminds users to include related expenses like vehicle expenses and job-related mileage. Import customers, vendors, items from Excel, or enter them on-the-fly as you pay bills and record sales. Understand the differences between QuickBooks Editions:. Estimates, Invoicing, track receivables, write checks, sales tax, financial reports customize invoices.

Payroll management additional subscription fees apply. E-mail sales orders from within QuickBooks. Balance Sheet by Class. Tracks sales orders , inventory components and finished goods or ” assemblies ” bill of material. Create invoices from Sales orders- See differences between industry versions for unique characteristics features.

Create forecasts and business plans and budgets in QuickBooks. Customize prices – up to different prices levels per item by percent. Use for a customer name or to a customer group. Auto reverse journal entries and you can set QuickBooks to automatically repeat the text in the Memo field of the first line of the entry in each subsequent line, set JEs number automatically. Remote access to your QuickBooks from any computer with hi-speed access. Export report templates useful when setting up sister companies or for accountants creating report templates for clients.

Print shipping labels from invoices, improved print for packing slips. Job costing, time tracking by job. Simultaneous multi-user QuickBooks option available additional cost may apply. Integrates with Microsoft products including Excel and Word plus capable of integration with 3rd party add on software for greater efficiency. Calculate and track loans with loan manager. Export memorized report templates a feature you would want if you are working with several company data files and would like to copy a memorized report from one data file to another.

Export to excel, creates letters and envelopes in word using QuickBoosk data. Industry specific versions with special features added – see below. Reprint any prior period bank reconciliation. Batch Invoicing for Time and Expense- Invoice time and expenses from a single list without.

Inventory Center – See whats new. Unit of Measure- track purchases in one measurable unit while selling in another unit of measure. Closing date exception report. Sort QuickBooks Receive payment screen by name, invoice number, balance due for easy payment application. Enterprise Only. QuickBooks Enterprise Editions contains all the features of QuickBooks Premier but with a more robust data base engine, greater security features with enhanced access restrictions, and select between a 1 – 10 user or 15 or 20 or 25 or 30 user editions.

Click Here for more information. Buy Pro Now. Call for help selecting and current pricing. The following features found in Enterprise, Premier, Pro are excluded from the QuickBooks Simple Start Memorize transactions for recurring transactions such as loan payments, rent, monthly invoices to customers Robust reporting capabilities. Industry versions have QuickBooks Premier features Plus. QuickBooks Premier feature comparison Need help selecting the right version?

Create Professional financial GAAP statements and supporting documents using familiar spreadsheet like tools. Working Trial Balance with workpaper reference column. Customized set-up including Chart of accounts developed for your industry, forms and reports for your industry. Specific Help topics written by an industry expert. A sample company file with two years of data. Track and print change orders. Create invoices in letter format using Microsoft Word.

Integrated fixed asset manager- calculates depreciation. Works with add-on Financial statement reporter software. Closing Date Exception report listing all changes made prior to the closing date. Toggle between Simple Start, Pro, and all Premier industry specific editions. Easily see features of all. Review in one window how much of an inventory item is on hand, how much has been committed to customers, amt expected on POs , and how much is pending for builds also included in Retail Edition See whats new in QuickBooks for more info.

An improved bill of materials that includes total cost to produce with the ability to factor in overhead costs such as labor, supplies and depreciation also included in Retail edition See whats new in QuickBooks for more info. Backordered functions for sales orders and purchase orders also included in Retail. See whats new in QuickBooks for more info.

Sales order fulfillment worksheet window shows all open orders based on criteria important to you such as oldest orders, shippable dollar amount, or by customer. Purchase and sell the same item in different units of measure.

Manage subcontractor insurance. When you create a sales or purchase form that reference the vendor, QuickBooks will display a warning if the vendors Insurance has expired. Special notes.

Remote Access gives accounting professionals the ability to access and work on their clients’ QuickBooks files from a remote computer with client permission. Great reports: Expenses not assigned to Jobs. Document materials that do not meet specs. Inventory Reorder report by vendor. Free Shipping or Free Download. Buy Now.

Click here: Retailers Edition. Industry Specific QuickBooks Premier Tip: Purchase Accountants edition and get the advantages of all features in all industries for no additional cost. Downside – Too many options may cause confusion among untrained staff What are added features of QuickBooks Premier? Books to learn QuickBook s. QuickBooks Accounting Software includes all the great features of the prior editions PLUS Added – the following key features: Notable improvements found in All Editions M ulti-Monitor Support – Now QuickBooks have multiple windows for one QuickBooks file open in up to 3 monitors Paste Due Stamp – Users have the choice to display a past due stamp on invoices Search feature now found in the chart of accounts Easier access to selecting the report basis cash or accrual Notable improvements found in Premier and QuickBooks Enterprise Improved Inventory reporting – now you can select which columns to display on the inventory valuation or Stock Status reports a.

QuickBooks Accounting Software Includes all the great features of the prior editions PLUS Added – the following key features: Time Sheets – copy and paste time sheet lines from Edit menu Improved Insights page on the Home Screen Under gear icon at top right corner of page you can choose what is important for you to see New Bill Tracker – Makes easy work of finding and converting a purchase order to a bill and then paying that bill 4 TABS -Purchase Order, Unpaid Bills , Overdue Bills , Paid bills Search Purchase orders, sales order, Invoices and sales receipts for the item or description fields This feature will be super helpful if you regularly send out invoices or enter bills with more than 5 lines of product.

Other improvements Drop Ship address will convert from sales order to a purchase order. New Macro date to choose from – Instead of ” This year to date”, you can choose This fiscal year to last mont Merchant payments can now be customized to allow your customer to pay online using credit card or ACH or give them the choice.

Advanced Reporting Improvements Ability to create a mix of charts and detail data on one sheet New object added for Chart reporting of Sales Order Created vs Sales Order Shipped New object added for Invoiced vs Paid Transactions Transaction, Customer and Canonical Date Ribbons Help Site improvements, including template pages, user guides and training videos QuickBooks Accounting Software Includes all the great features of the prior editions PLUS Added – the following key features: New Insights dashboard has been added to QuickBooks home page – Chart how your monthly Profit and Loss and see how your doing View your open and overdue Account Receivables Quick view of company spending and have better control over your cash flow Send portable file – Easier to now send a portable copy of your company file to your accountant.

New for Reports Onscreen Report Appearance – Easier to read reports due to background shading some lines and a little more spacing between lines. Send transactions and supporting attachments in one email Have multiple cover e-mail letters per transaction type and select the appropriate cover at the time of emailing.

Profitability by sales rep- Assign rep to purchase transactions POs, bills, checks, credit card trx for Profit and Loss reports by sale rep. QuickBooks Enterprise only. Add custom fields to purchase transactions bills, credit cards and checks.

In prior editions these could only be added to purchase orders. This now will enhance reporting capability. Keeping in mind that the custom fields for customers and custom fields for vendors are two different fields even if you name them the same, they are not linked Data Entry Copy and paste lines on forms Copy a specific row in a chosen transaction form and paste it at a specified row in the same form.

This will copy all elements of the line item, Qty, description, tax, amount, etc. Works with all sales transaction types and purchase orders Online Banking- much easier to BATCH Enter downloaded transactions Income Tracker No more clicking the back arrow , no more scrolling through lists of customers, no more need to use the find window, no more need for memorized reports that list income transactions.

Now, in one place, you can Reprint, Re-email, Create new transactions, and convert transactions. Keeps you constantly however, if you like the way you are finding transactions now, you can still do so! Assembly items – QuickBooks Enterprise only Where used in assembly- discover which assemblies builds used a particular item and replace the bill of material with a new different item.

This will identify the component you want to switch out with a new component part and do so in every assembly the old part was used. Build nested assemblies – QuickBooks Enterprise Only Automatically create pending build assembly transactions for any assembly item used as components within an assembly, just by creating the build for the parent assembly item when there is not enough components on hand to create a build.

You can also automatically update costs of assemblies when their component costs changes. Maximum Stocking levels and Reorder Quantities Now new field for tracking maximum on hand quantities for each inventory item, plus the stock status report now recommends a reorder quanitity.

Customer Bounced Checks When a customer’s check is returned for insufficient funds, QuickBooks now has a Record bounced check button on the receive payment window you recorded your original customer payment.

When clicked a manage bounced check window appears where you enter any bank service fees and how much of a service charge you would like to assess on your customers account.

This wizard will mark the original invoice as unpaid, charge your bank account with the amount of the bounced check plus any bank fees, invoice your customer for the service charge. Views: On the home page you can customize which accounts you want to monitor balances for and remove those accounts which are not required.

The ribbon bar allowed us to jump to actions that were only available by searching through the menu’s. This version has added “contextual reports” on the ribbon bar, so when an invoice is open you can with one click get an open invoice report, a customer balance detail report, or average days to pay report.

Similar reports are available on purchase forms. QuickBooks payroll center is now AMAZING What was once crammed into 1 tab, is now nicely organized and set into three separate tabs Pay employees tab with the payroll schedule, a complete list of every payroll date run and quick links and instructions for direct deposit, paying employees and view my paycheck and payroll reports Pay liability tab that includes the pay taxes liability window plus a link to all prior payroll tax payments made in the last days that includes the date of the payment, and the period that was being paid, with quick links and reports to adjusting payroll liabilities, adding or changing the frequency of payment methods File forms tab with a list of forms that should be filed along with the filing period and a link to all prior payroll forms created in QuickBooks along with instructions on filing W2s, E-filing and ordering forms.

Include Credits on bill payment stubs. Finally your vendor will have a remittance advise from you with what credits were used to help pay their bill. New Features Found in the and later QuickBooks Edition – feature details are discussed below this table.

QuickBooks Enterprise Advanced Inventory. Improved email tracking and attach documents to customer emails. Improved job cost reporting for large contract jobs. Assign sales reps to purchase transactions. Format reports to fit into x pages wide and x pages tall. Copy and paste lines on forms.

Online banking -bank feeds. Automatically build sub-assemblies when the parent inventory assembly item finds that there is not enough sub-assemblies in stock nested build assemblies. Automatically update costs of assemblies when their component costs change using the bill of materials.

Auto switch out assembly parts for all items where used. Customer bounced check feature. Track the performance of stocks and bonds. But companies have investments, too, of course. A machine that costs hundreds of thousands of dollars is an investment that you hope will generate lots of income, and you should track it in QuickBooks.

Manage customer relationships. Lots of information goes into keeping customers happy. But for tracking details like memberships, items sold on consignment, project progress, and scheduled events, another program like Microsoft Excel or Access would be a better solution.

QuickBooks comes in a gamut of editions, offering options for organizations at both ends of the small-business spectrum. Enterprise Solutions, on the other hand, are the most robust and powerful editions of QuickBooks, boasting enhanced features and speed for the biggest of small businesses.

This book focuses on QuickBooks Pro because its balance of features and price make it the most popular edition. QuickBooks Pro is the workhorse edition. It lets up to five people work in a company file at a time; you can purchase licenses in single-or five-user packs.

QuickBooks Pro includes features for tasks such as invoicing; entering and paying bills; job costing; creating estimates; saving and distributing reports and forms as email attachments; creating budgets automatically; projecting cash flow; tracking mileage; customizing forms; customizing prices with price levels; printing shipping labels for FedEx and UPS; and integrating with Word, Excel, and hundreds of other programs.

Other lists like the Chart of Accounts can have up to 10, entries. QuickBooks Premier is another multi-user edition. For business owners, its big claim to fame is handling inventory items assembled from other items and components. In addition, Premier can generate purchase orders from sales orders and estimates, and apply price levels to individual items. You can also track employee info and get to your data remotely. This edition also includes a few extra features that typically interest only accountants, like reversing general journal entries.

When you purchase QuickBooks Premier, you can choose from six different industry-specific flavors see the next section.

Like the Pro edition, Premier can handle a combined total of up to 14, list entries. Enterprise Solutions Up to 30 people can access a company file at the same time, and this simultaneous access is at least twice as fast as in the Pro or Premier edition. The database can handle lots more names in its customer, vendor, employee, and other name lists 1,, versus 14, for Pro and Premier. You can have multiple company files, work in several locations, and produce combined reports for those companies and locations.

And because more people can be in your company file, this edition has features such as an enhanced audit trail, more options for assigning or limiting user permissions, and the ability to delegate administrative functions to the other people using the program. When you install QuickBooks Premier, you choose the industry version you want to run.

If your business is in an industry other than one of the five industry-specific versions, choose General Business. Some people swear that these customizations are worth every extra penny. Here are the industries that have their own Premier editions:. As long as funding comes primarily from unrestricted sources, the Pro edition will work reasonably well. Accountant Edition is designed to help professional accountants and bookkeepers deliver services to their clients.

It lets you run any QuickBooks edition that is, Pro, or any of the Premier versions. The General Business version has all the goodies of the Premier Edition like per-item price levels, sales orders, and so on. It includes a chart of accounts and menus customized for manufacturing and wholesale operations. You can manage inventory assembled from components and track customer return materials authorizations RMAs and damaged goods.

If you run a nonprofit organization, you know that several things work differently in the nonprofit world, as the box above details.

The Professional Services version not to be confused with QuickBooks Pro is designed for companies that deliver services to their clients. Unique features include project-costing reports, templates for proposals and invoices, billing rates that you can customize by client or employee, and professional service—specific reports and help.

The Retail version customizes much of QuickBooks to work for retail operations. It includes a specialized chart of accounts, menus, reports, forms, and help. Intuit offers companion products that you can integrate with this edition to support all aspects of your retail operation. For example, QuickBooks Point of Sale tracks sales, customers, and inventory as you ring up sales, and it shoots the information over to your QuickBooks company file. But if bookkeeping and accounting are unfamiliar territory, some background training QuickBooks Training may help you use QuickBooks better and more easily without calling your accountant for help five times a day.

To contact the school, visit www. Double-entry accounting is the standard method for tracking where your money comes from and where it goes.

For example, as shown in Table 1 , when you sell something to a customer, the money on your invoice comes in as income and goes into your Accounts Receivable account. Then, when you deposit the payment, the money comes out of the Accounts Receivable account and goes into your checking account. See Chapter 16 for more about double-entry accounting and journal entries. Each side of a double-entry transaction has a name: debit or credit.

As you can see in Table 1 , when you sell products or services, you credit your income account since you increase your income when you sell something , but debit the Accounts Receivable account because selling something also increases how much customers owe you. You can also install QuickBooks on a new computer without disk installation. Save the download file where you can easily find it to run and install.

The QuickBooks Migration Tool will walk you through the process of how to transfer QuickBooks desktop to another computer as well as copy up to three company files. Intuit provides instructions to use the QuickBooks Migration Tool first starting with the old computer:. Qbox is a cloud-enabled collaboration software that helps users share files over the Internet.

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