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