Product Comparison Detail

New 2021 features

• Get paid faster by automatically reminding customers when payments are due.
• Facilitate quicker payments by enabling customers to easily search for invoice emails by PO numbers.
• Simplify customer payment processing by consolidating multiple invoices into just one email
• Save time with improved navigation through reports with jobs & classes
• Enhanced help content and access to live experts through messaging and call back options

Track income & expenses

Know where your money is going.

• Connect your bank and credit card to automatically download transactions
• Easily import previous financial data from Excel and other programs.
• Organize everything in one place with Customer, Vendor, and Employee Centers.

Invoicing

Look professional and get paid faster.

• Create professional estimates and invoices.
• Invoice for services, goods, and for billable time and expenses.
• Accept payments right from your invoices and send reminders on outstanding payments.
• Get real-time visibility of invoice statuses to expedite collections and stay on top of your cash flow.

Run reports

Better decisions with smart insights.

• Stay ready for tax time with reliable reports.
• Schedule automatic reporting including profit & loss, expenses, and balance sheets.
• Consolidate reports for multiple companies*

Send estimates

Easily track and convert estimates.

• Send professional estimates and track leads in one place.
• Convert estimates to invoices in a single click.
• Customize and automate pricing with Advanced Pricing*

Track sales tax

Stay on top of sales tax.

• Define which customers and which products are taxable.
• Track sales tax automatically throughout the month.
• Run sales tax liability reports so you know exactly what you owe.

Manage bills & accounts payable

Know what you owe.

• Clearly track bills and purchase orders in one place.
• Maintain cash flow and easily take action on unpaid bills.
• Take early pay discounts automatically.
• View unpaid bills from a vendor to easily manage payments.

Track time

Clock employee time and billable hours

• Track billable hours by client or employee and automatically add them to invoices.
• Enter hours yourself or give employees protected access to enter their own time.
• Seamlessly integrate with TSheets by QuickBooks for simpler time tracking*
• Easily track accruals of employee sick and vacation time.

Track inventory

Stay stocked for success.

• Track products, cost of goods, and receive notifications when inventory is low.
• Easily adjust inventory to account for loss, theft, and shrinkage.
• Create purchase orders to keep track of what’s on order.
• For the most inventory features, see Advanced Inventory in QuickBooks Enterprise.

List limits

Maximize QuickBooks performance.

• Pro and Premier: Up to 14,500 items.
• Enterprise: More than 1 million items.

Pay 1099 contractors

Help stay compliant on all your 1099s.

• Keep track of subcontractor payments and assign them to 1099 categories.
• Prepare and file 1099s right from QuickBooks.
• See who you’ve paid, what you’ve paid, and when.

End-to-end sales order fulfillment

Streamlined and more reliable sales order fulfillment

• Manage the entire end-to-end workflow from a central dashboard.12
  Send items to a picker or packer with one click.
• Fill out and print shipping labels from the major carriers right in QuickBooks.
• Get additional flexibility with Express Pick-Pack to combine picker and packer roles.

Data backups and upgrades

• Safeguard your most valuable information with automated data backup and recovery.
• Get access to the latest features and updates, so you always have the latest version.

Forecasting

Stay on the right track.

• Create a forecast from scratch or use previous years’ information.
• Track and view forecast progress both in dollars and percentages.
• Create forecast by customer job, by class and more.

Industry specific features

Manage tasks unique to your industry.

• Track profitability by product or by project and client.
• Bill clients progressively by job phase.
• Run industry specific reports including donor contributions, sales summary, and more.

Mobile inventory barcode scanning⁶

Easier picking means faster sales.

• Easily prioritize which sales orders to fulfill first.
• Create customer pick lists across warehouses and send to barcode scanners.
• Workers on the floor can scan inventory, and update sales orders in real-time.

Unlimited customer support

• With Pro Plus and Premier Plus,* get unlimited support and access to QuickBooks experts.
• With QuickBooks Enterprise, get access to the Priority Circle loyalty program, including a dedicated account team, complimentary on-demand training, and premium care from our top specialists.

Concurrent users (sold separately)

Save time when you work together

• Collaborate with 1 to 40 concurrent users (each sold separately).
• Create a copy of your company file for your accountant.
• Protect sensitive data with user-access levels.
• In Enterprise, customize user access to view specific customer or vendor data.

Payroll

• Easily pay employees, file taxes, and get instant W-2s at year end.
• Use free direct deposit for employees and track payroll status.

Remote access via hosting

Use QuickBooks from anywhere, any time on any device.

• Your data is stored in the cloud, not at your office, making access easy and convenient.*
• Log-in from any desktop computer – no problem.
• Collaborate with your accountant remotely.