QuickBooks Accountant provides specific industry reporting and more than 150 sales, financial and tax reports. QuickBooks has all of the great features of QuickBooks Pro, plus deeper, more tailored reports based on industry. QuickBooks includes customizable tools for tracking inventory, creating purchase orders, and setting pricing levels. It also offers automatic forecasting of future sales, expenses, and growth opportunities.
View customized sales and profitability reports. Track and bill clients by time and material, job phase, or percentage completion, whatever works best for your unique business.
Track time and expenses by employee, project, client, or service and create an invoice.
Features & Charts
View Customized Sales and Profitability Reports
Keep track of your biggest moneymakers so you'll know which products to promote and keep in stock, and which to drop from your line.
Track Your Balance Sheet by Class
Now you can now track data separately by location, department, or profit center with a single, easy to access report.
Run 'Cost to Complete Job' Report
Keep tabs on how much it will cost you to complete each job, and how your actual costs are comparing to your estimated costs.
Document and Track Change Orders
As a job changes, simply enter change orders into the estimate to keep track of the changes and their impact on your bottom line. Change orders are included on documents you print for your customer so that there are no surprises at the end of the job.
Bill Clients Progressively by Job Phase
Track and bill clients by time & material, job phase, or percentage completion, whatever works best for your unique business.
Track Time and Expenses by Employee, Project, Client, or Service and Create an Invoice
Decide who to bill by seeing all clients with unbilled time and expenses on a single screen. No need to create an invoice from scratch--just open the Invoice for Time & Expenses screen and select the client and job combination. Outstanding billable time and expenses are transferred directly to the invoice.
Time-Saving Features for 2015
NEW! Send Portable Company File - Clients can send you a portable company file directly from QuickBooks.
NEW! Insights on Home Page - See a snapshot of the health of your client's business so that you can make insightful recommendations.
NEW! Time and Expenses block in Income Tracker - View unbilled hours and take immediate action.
NEW! Send Multiple Reports in Email - Easily choose and attach multiple reports in one email.
Easy to Set up, Easy to Learn to Use
The New User Setup also includes coaching tips to help you navigate through your first tasks so you can get up and running easily. Plus, you can now easily import your contacts from Excel or any email address book.
Organize Your Finances All in One Place
See how your essential business tasks fit together on the QuickBooks Home page. Tasks are organized by group, like Vendors, Customers, and Banking. Workflow arrows show you how tasks relate to each other, helping you decide what to do next.
Manage Customer, Vendor, and Employee Data
Use the Customer, Vendor, and Employee Centers to manage key data easily. The Customer Center, for example, gives you an easy place to edit a customer's billing address, company name, phone number and more, and gives you quick access to related transactions.
Easily Print Checks, Pay Bills and Track Expenses
Easily print checks, pay bills & track expenses. Aggregate all of your checks to be paid and print them in one batch. QuickBooks keeps track of each check so you can keep tabs on where your money is going. Enter bills from vendors. QuickBooks organizes everything in one place so you'll be able to access all past payments & bills with just a few clicks.
Get a Consolidated View of Your Business With Company Snapshot
Stay on top of your business by customizing your Company Snapshot. See at a glance year-over-year income and expense trends, income and expenses details, and top customers.
Go Paperless With Online Banking
Securely download bank and credit transactions directly into QuickBooks.
Faster Access to the Information You Need When You Need It
One-Click Financial, Tax and Sales Reports
Get pre-designed, customizable business reports to gain insights into your business. See all available reports in one screen to easily choose the right one. Drill down with one click to see the detail behind the numbers. Export any report to Excel--your QuickBooks formatting and formulas go with it. Access industry-specific reports in QuickBooks Premier and Enterprise Solutions.
Track Your Balance Sheet by Class
Whether your company has several funds, departments, or locations, you can now track the data separately within a single, easy to access report.
Create Industry-Specific Reports and Install Industry Features
Access over 150 industry-specific reports in QuickBooks Premier and Enterprise Solutions such as: Profitability by Product for manufacturing and wholesale businesses, Job/ Project Costs for professional services firms & contracting businesses, Donor Contribution Summary for nonprofit organizations, Sales Tax Liability for retail businesses.
Allow Multiple Users to Work in QuickBooks at the Same Time (available for an extra charge)
Multiple-user functionality enables more than one person to work on a company file at the same time, increasing collaboration and productivity. It ensures that all users are working on the most up-to-date data (available for an extra charge).
See All Your Key Customer Information at a Glance With the Customer Snapshot
Customer Snapshot gives you a consolidated view so you can assess at a glance your customer's purchase history, average days to pay, and outstanding balance and make timely decisions on customer requests. You can also identify your top customers by revenue and payment consistency, and prioritize them accordingly.
Stay on Top of Your Receivables With the Collections Center
Quickly identify overdue and almost due invoices, and email all collection notices from your Outlook, Yahoo, Gmail or Hotmail4 account in a few steps.
Stay on Top of Your Business by Customizing Your Company Snapshot
See at a glance year-over-year income and expense trends, income and expenses details, and top customers.
Download Your Bank & Credit Transactions Into QuickBooks
Save time and avoid data entry errors. Instead of typing in your bank and credit card transactions, download them securely from over 3000 participating financial institutions and easily import them into QuickBooks.
Track Inventory, Set Reorder Points & Create Purchase Orders
Easily track your inventory to avoid overbuying and backorders. Indicate re-order points for each inventory good and turn on reminders to automatically let you know when its time to reorder.
Quickly Locate Any Account, Report, or Invoice With Just a Keyword in QuickBooks Search.
Your QuickBooks file is the repository of record for your business, but finding the exact information you need is not always easy. With QuickBooks Search, all you need to do is enter the keyword, and it will pull up all the related reports, invoices, contacts and transaction details.
Import Data From Excel, Quicken, Microsoft Office Accounting & Prior QuickBooks Versions
Get up and running fast by importing data from the tool you use to track your finances now. However little or much data you currently have, you won't have to start over from scratch.
Complete Transactions Faster With Convenient Access to Your Customer or Vendor's Balance and Transaction History
See at a glance important details such as your customer's payment history, estimates, and past orders with vendors right at your fingertips on the same screen, so that you can complete the transaction at one time instead of switching back and forth between screens.
Easily print checks, pay bills and track expenses.
Get a consolidated view of your business with Company Snapshot.
Everyday Tasks Made More Efficient
Manage Your Bills
Keep close track of what you owe and set simple due-date reminders.
Track Sales, Sales Taxes & Customer Payments
Get rid of piles of paperwork. Easily enter customer payments. Since QuickBooks organizes everything in one place, you'll be able to access all past payments for each customer with just a few clicks.
Manage Payroll & Payroll Taxes; Offer Direct Deposit (Sold Separately)
Intuit QuickBooks Payroll Services, QuickBooks Payroll for Mac powered by PayCycle, and Payroll for QuickBooks Online save you time by eliminating steps and giving you the tools to get your payroll done right.
Send Invoices and Estimates Right From Your Business Yahoo, Gmail or Hotmail account
The new Webmail integration allows you to easily email right from QuickBooks. You can also e-mail using Microsoft Outlook or Outlook Express.
Save Time With Batch Invoicing
Automatically create a full set of invoices for customers with the same service. Just create the invoice once and select the customers you want to send it to.
Accept Credit and Debit Cards Right in QuickBooks
Process credit card approvals right in your QuickBooks software. If you use Intuit QuickBooks Merchant Services, the data is automatically recorded in QuickBooks when you make a sale. And, it has no teaser rates, no hidden fees, no cancellation fees, and no long-term contracts.
Scan and Deposit Your Checks With Intuit Check Solution for QuickBooks (Subscription Required)
Easily scan and deposit your checks into QuickBooks with Intuit Check Solution for QuickBooks. Subscription required; scanner sold separately.
Track Time, Mileage, and Expenses to Bill Clients
Record time and expenses by client job so you can easily stay on top of your projects. From there, it's easy to invoice clients in a few clicks so you won't miss any billable time and expenses.