QuickBooks Accountant - Comparison

QuickBooks Accountant Desktop PLUS feature comparison chart

Key features by version year
2021
2020
2019
2018
2017
Improved bank feeds
Automatically categorize bank transactions with more detail by using enhanced rules, batch editing and improved matching.
Automatically send statements
Automate regularly sent statement emails, tailored to different customer needs.
Customize payment receipts
Customize payment receipt formatting, including logos, for a professional and consistent look across your customer communications.
Create Customer Groups
Create rule-based customer groups based on fields like customer type, status, location and balance, so you can easily manage and communicate to them.
PDF Preview
Automatically preview attachments before emailing them to customers
QuickBooks Desktop Manager
Easily find and install all of your QuickBooks Desktop products from a single management tool.
QuickBooks Capital
Get access to transparent, easy, flexible business funding --- with no origination fees, prepayment penalties, or hidden charges.
QuickBooks Tool Hub
Fix common problems and errors with a hub containing easy to use troubleshooting tools.
Automatic payment reminders
Easily set reminders for customers when their invoices are due.
Customer PO numbers in emails
Easily add customer PO numbers to email subject lines in QuickBooks
Combine multiple emails
Simplify customer payment processing by consolidating multiple invoices into just one email.1
Horizontal Collapse
Hide columns to see simple, easy-to-read totals in reports with jobs & classes.
Smart Help
Press “F1” for enhanced help content and search experience, or access to live experts through messaging and call back options.2
Accountant Copy File Transfer
Improved collaboration and reliability when transferring QuickBooks files to and from your clients.
Company File Search
Easily find and open company files with the addition of a file search option.
View inactive items in inventory reports
A new filter to include/exclude inactive inventory items gives an up-to-date assessment of inventory.
Transfer credits across different jobs
Simplified 1-click transfer of credits across customer jobs for streamlined workflow.
Optimize the size of QuickBooks company files
Simple, self-serve solution allows you to reduce the size of your company file and improves file reliability
Quickly merge duplicate vendors
Search and sort to identify duplicate vendors, designate the master vendor, and merge up to four records at a time.3
Increase productivity with Multi-Monitor support
Increase your efficiency and visibility into your QuickBooks files through multi-monitor viewing.4
Search faster within Chart of Accounts
Quickly find an account by typing in the full or partial account name or number in the search box.
Easily switch between cash and accrual basis
With one click in the report window you can switch between cash and accrual basis.
Save time with easier, faster search
Search for transactions using a range of values instead of exact amounts and allow QuickBooks to auto-fill partial search terms for you.
Improved report filters
Easily see which filters have been applied to a report, reproduce memorized reports, and toggle back and forth between reports.
Get more detail on deleted users
Give clients a more detailed audit trail by easily tracking and matching transactions back to deleted users.
Accountant Toolbox
Unlock access to powerful accountant tools on-the go.
Send Portable Company File
Clients can send you a portable company directly from QuickBooks. No more technical support.
Insights on Home Page
See a snapshot of the health of your client’s business so that you can make insightful recommendations.
Time and Expenses block in Income Tracker
View unbilled hours and take immediate action.
Send Multiple Reports in Email
Easily choose and attach multiple reports in one email.
Enter multiple transactions at the same time
Batch-enter checks, deposits, or credit card transactions on one screen.
Let clients access journal entries with a click
Email journal entries from QuickBooks with ease and let clients import them with a single click with Send General Journal Entry.
Send files securely
Send Accountant's Copy files through secured Intuit servers with Accountant's Copy File Transfer Service.
Find and Fix errors fast
Find and Fix client entry errors faster with Client Data Review.
Take a cross-edition expedition
See what your clients see with instant access to all QuickBooks editions in one software package.
Delete or void transactions in bulk
Easily filter transactions to see which ones are linked and find the right ones to delete or void.
Make asset management your best asset
Stay on top of acquisition, depreciation and disposal with Fixed Asset Manager.
Find all your balances in one place
Gather beginning balances, period transactions and adjustments, and ending balances for any time frame with Working Trial Balance.
Free features and improvements