Feature List by Version Year
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2018
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2019
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2020
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2021
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Import bank feeds faster by automatically categorizing or batch-editing your bank transactions by payees, accounts and classes. | ||||
Automate creating categorized receipt expense entries using the QuickBooks Desktop Mobile App. Just photograph, import and review. | ||||
Get paid faster with automatic statements sent to customers, tailored to each customer's needs. | ||||
Give payment receipts a more professional look by adding logos and custom formatting. | ||||
Improve customer communication with rule-based customer groups based on fields like customer type, location, or balance. | ||||
New! Easily set reminders for customers when their invoices are due with Automatic Payment Reminders. | ||||
Easily add customer customer PO numbers to email subject line in QuickBooks. | ||||
Simplify customer payment processing by consolidating multiple invoices into just one email. | ||||
Hide columns to see simple, easy to read customer totals in reports with jobs & classes. | ||||
Press “F1” for enhanced Smart Help content and search experience, or access to live experts through messaging and call back options. | ||||
More reliable file transfer process between Accountants and QuickBooks customers. | ||||
Easily find and open company files with the addition of a file search option. | ||||
Get real-time visibility of invoice statuses to expedite collections and stay on top of your cash flow. | ||||
Transfer customer credits across jobs, quickly and easily. | ||||
Easily keep track of what you owe vendors, from check to bill pay. | ||||
Reliably and significantly reduce file size without deleting data - on your own with confidence and ease. | ||||
Be confident that you are accruing sick and vacation time correctly. | ||||
Easily upgrade or transfer your QuickBooks file to a new computer. | ||||
Add flexibility and insight to you business with new customizable inventory reports. | ||||
Get your work done significantly faster with windows open across multiple monitors. | ||||
Save time with a new searchable Chart of Accounts. | ||||
Help deliver your payroll taxes on time with a payroll liability reminder on the home screen. | ||||
Compare business performance on a cash or accrual basis with one click. | ||||
Automated reports let you know that your reports are on time and accurate based on the data provided, automatically generated and emailed to you when you schedule them. | ||||
Smart search is a personalized autocomplete feature that helps you search for names, account numbers, and transaction amounts quickly. | ||||
Reports filters are now easily viewable and can be applied across multiple reports and viewed on one screen. | ||||
Bill Tracker lets you see the status of your bills, print or close purchase orders, and more, making it easier than ever to manage payables. | ||||
Manage forms in a single step—unclutter your "send forms" queue in a single click. | ||||
Advanced reporting features include a "this year to last month" filter. | ||||
Get the full picture of your business performance -- see your profit and loss, income and expenses, and top customers instantly on the Homepage Insights. | ||||
Find all reminders and notifications in one single window - overdue items, to-do tasks, system notifications, and notes from accountants. | ||||
View and pin important notes about customers, vendors, and employees. | ||||
View shipping rates, print labels and track packages through UPS, FedEx or USPS. | ||||
Add multiple attachments, customize email templates to include customer or job info, and see prior email conversations with powerful email capabilities. | ||||
See all your income-producing transactions in one spot, including overdue invoices so you can remind customers to pay up with Income Tracker. | ||||
Pull in all your banking transactions from multiple banks and accounts so you can view and categorize them for tax time8 | ||||
Track bounced checks and see key reports in just one click. | ||||
Invoice multiple customers for time and expenses in one batch. | ||||
See your invoices, billing, and other important tasks in a Calendar View. | ||||
Access your inventory items all in one place with the Inventory Center. | ||||
Attach and store documents in the Document Center | ||||
Access industry-specific report templates created by other QuickBooks Premier users. | ||||
See all your key customer information at a glance with the Customer Snapshot. | ||||
Set up Memorized Transactions for recurring billing, invoices, and estimates. | ||||
Create professional looking invoices and forms. | ||||
Track sales, sales taxes, and customer payments. | ||||
Send invoices and estimates right from your business Yahoo!, Gmail, or Hotmail account9. | ||||
Create and print deposit slips10. | ||||
Easily print checks, pay bills, and track expenses. | ||||
Import your contacts from Excel or other email address books11. | ||||
Allow up to 5 users to work in QuickBooks at the same time12. | ||||
Set individual user permissions to control access to sensitive information. | ||||
Create a copy of your company file for your accountant. | ||||
Track your balance sheet by class such as a location, department, or profit center. | ||||
Import data from Excel, Quicken, and prior QuickBooks versions13. | ||||
Download bank and credit card transactions directly into QuickBooks8, 13. | ||||
View customized sales and profitability reports. | ||||
Run "Cost to Complete Job" report. | ||||
Track time and expenses by employee, project, client, or service. | ||||
Bill clients progressively by job phase. | ||||
Document and track change orders. | ||||
Pay W-2 employees and file payroll taxes | Turn on Enhanced Payroll for an additional $25.20/mo. | Turn on Enhanced Payroll for an additional $25.20/mo. | Turn on Enhanced Payroll for an additional $25.20/mo. | Turn on Enhanced Payroll for an additional $25.20/mo. |
Accept credit card payments in QuickBooks or on a mobile device. | Turn on Payments for an additional fee | Turn on Payments for an additional fee | Turn on Payments for an additional fee | Turn on Payments for an additional fee |