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Productivity Tools for Growing Businesses |
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Maximum number of simultaneous users |
Up to 5 |
Up to 5 |
Up to 30 |
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Number of products and customers that can be added and tracked |
14,500 |
14,500 |
100,000+5 |
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First year technical support and upgrades included1 |
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More custom fields with definable formatting to improve reporting |
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Adjust inventory, delete list items, and change sales tax rates in multi-user mode |
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Rapidly Add or Edit Multiple List Entries from One Spreadsheet View |
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Banking and Accounting |
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Manage fixed assets |
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Download banking and credit card transactions28 |
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Voided/Deleted Transactions Reports |
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Easily reconcile and “undo” a reconciliation |
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Calculate, allocate and track loans |
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Apply and calculate foreign currencies automatically on transactions, such as sales orders, invoices and purchase orders |
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Reporting and Analysis Tools |
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Intuit Statement Writer included to create professional financial statements52 |
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Combine reports from multiple company files25 |
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Retrieve QuickBooks data using ODBC-compliant applications such as Microsoft Excel or Access13 |
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Create and customize a business plan |
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Automatically create a forecast from prior years data |
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See business data at a glance with the Company Snapshot |
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Categorize income & expenses (Class Tracking) |
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Save reports and forms as PDFs, and email directly from QuickBooks29 |
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Automatically create a budget from prior years data |
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Project cash flow |
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Track Inventory and Items |
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Change assembly components on the fly and print them with one click |
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Build and track inventory assemblies (finished goods and kits) |
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Track costs and components of assembled products with Bill of Materials feature |
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Apply different units of measure on sales orders and purchase orders |
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Set price levels per item |
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Use Sales Orders feature to track sales |
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Track inventory and create purchase orders |
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Customize prices with up to 100 price levels |
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Backorder tracking on sales forms and purchase orders |
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Track Sales and Manage Customers |
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See customer lists, transactions and contact information all on one screen |
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Easily create invoices, track payments and manage sales taxes |
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Create job estimates and turn them into invoices |
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Email invoices and statements as PDFs29 |
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Track billable time and expenses and automatically add to customer invoices |
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Manage customer payments, including over and underpayments |
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Track Expenses, Pay Bills and Manage Vendors |
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Generate Purchase Orders from estimates or sales orders |
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See vendor lists, transactions and contact information all on one screen |
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Print checks, pay bills, and track expenses |
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Track unpaid bills and set due date reminders |
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Manage Payroll and Employee Information |
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Organize employee information, compliance guidance and critical reports with included Employee Organizer32 |
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See all your important employee and payroll information on one screen |
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Payroll Center keeps you on top of payroll-related tasks and compliance (additional fees required) |
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Data Safeguards & Control |
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Define user access levels to 115 activities, lists and reports |
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25 GB online back-up |
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12 Months |
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Data protection services to help with password removals and repairing damaged files |
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12 Months |
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Password Protected Closing Date to prevent changes to prior periods |
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Always-on Audit Trail |
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Compatibility with Other Software and Services |
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Run QuickBooks faster or connect remote users using Remote Desktop Services12 |
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Works seamlessly with Intuit Field Service Management ES to schedule service jobs |
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Works seamlessly with Intuit Warehouse Management ES track multi-location inventory |
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Includes TrueCommerce EDI Transaction Manager - a $795 value 9 |
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Run your QuickBooks Database Server on the Linux operating system 38 |
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Works seamlessly with Microsoft® Excel and Word 3 |
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Easily synchronizes with Microsoft® Outlook contacts 3 |
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Process shipments and print labels for FedEx and UPS 10 |
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Export G/L balances to ProSeries or Lacerte tax products 23 |
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Integrates with QuickBooks Point of Sale software 24 |
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Works with over 200+ small business applications for more specific needs 15 |
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(866) 379-6635
