Looking for:
Intuit quickbooks desktop pro 2020 review - |
Intuit quickbooks desktop pro 2020 review. QuickBooks Pro Plus 2022
QuickBooks Desktop includes several new features that are designed to streamline various processes. These new features include:. QuickBooks Desktop offers top notch invoicing software capability , allowing users to create a professional invoice for their customers.
The Premier edition offers users a variety of industry-specific invoice templates including professional, product, and service invoice templates. Good inventory tracking capability is available in all QuickBooks Desktop editions, with the ability to track all products sold, cost of goods, and inventory management, including inventory adjustments. You can easily add inventory items to QuickBooks Desktop, with custom fields available for tracking additional details.
Image source: Author. In addition, there are custom fields that can be used to track additional information for any inventory item. The Vendor Center lets you easily manage all vendor details, displaying a list of all active vendors, as well as the option to add a new vendor to QuickBooks Desktop. Primary and secondary contacts can be added to any vendor, and you can add notes to any vendor file if desired. The Vendor Center provides a list of all vendors as well as access to the Bill Tracker.
The Bill Tracker information provides an excellent summary of all purchase orders , open bills, and overdue bills, as well as a total of most recently paid bills.
You can easily connect all of your bank and credit card accounts to QuickBooks Desktop in order to easily manage and track your business expenses.
Connecting your bank accounts also makes bank reconciliation a breeze, with the majority of entries automatically posted for you.
QuickBooks Pro includes more than standard expense reports , with the Premier and Enterprise editions offering more than industry-specific reports, with even more advanced reporting options available in the Enterprise plan. QuickBooks Desktop Report Center allows you to view any report, access additional information, add it to your favorites, and access report-specific help options. A series of icons appears below each displayed report, offering options to run the report, view additional information, mark the report as a favorite, and request report-specific help.
QuickBooks Desktop also includes reports templates, making it easier than ever to create a custom report.
All QuickBooks Desktop reports can be reviewed on-screen, printed, emailed to a recipient directly from the print screen, and exported to Microsoft Excel for further customization if desired. In addition to the features above, QuickBooks Premier and Enterprise also offer the following features:. QuickBooks Enterprise also offers mobile inventory barcode scanning capability as well as an enhanced pick, pack, and ship option that is perfect for retailers.
QuickBooks Desktop uses navigation centers that make it easy to get around in the application, even for new users. The main screen is divided into sections, with each section offering a flow chart with access to specific features relative to each navigation center. QuickBooks home page uses navigation centers that provide easy access to system tasks.
You can click on the yellow tab to the right of the navigation centers to see new features. In addition to the navigation centers, QuickBooks Desktop offers additional navigation options, with a menu bar at the top of the home page offering drop-down capability, along with a vertical menu bar to the left of the screen that provides access to system features. Other options available include My Shortcuts, where you can create quick access to frequently used tasks; View Balances, that displays accounts receivable, accounts payable, and cash balances; and the Run Favorite Reports option, where you can save your frequently used reports for easy future access.
If the interface appears too crowded, you can choose to hide the vertical menu bar, expanding it only when you need access to a particular task. You can access help and support from any screen in QuickBooks Desktop, easily connecting to a variety of help and support options. QuickBooks Desktop is scalable, with three plans available.
The Pro plan supports up to 3 users. The Premier plan supports up to 5 users. The Enterprise plan supports up to 30 users. QuickBooks Desktop offers good support options for users, with help and support options accessible from within the application. QuickBooks Desktop Help offers a variety of tools and resources for new users.
One of the biggest benefits of using QuickBooks Desktop is that you can easily scale up to the next edition should it be necessary. But perhaps the biggest benefit of all is the availability of industry-specific editions for retailers, nonprofits, professional services, and manufacturing and wholesale businesses. QuickBooks Desktop is popular with small business owners for a reason. It offers affordability, a ton of useful features, easy system navigation, and scalability.
Sharing with accountants. Changes must be imported back into the file. QuickBooks Desktop offers Premier Plus and Enterprise plans for people who require more users or need advanced features. Ease of use. Business owners with some prior accounting knowledge will get the most out of QuickBooks products.
From there, it takes about 10 minutes to set up a company file. Next, users enter details about their business contacts, sales tax, the products or services they sell and any other users who will have access to the software. QuickBooks recommends creating an initial backup of that company info after the setup process is complete.
If you need more than three total users, consider upgrading to QuickBooks Desktop Premier Plus , which can accommodate up to five users. The product will alert business owners when stock is running low and let them create purchase orders, track products and keep tabs on the cost of goods.
Additionally, the software product lets you connect the item to an asset account, cost of goods account and income account. Lots of these report categories are further divided into summary and detail reports.
Users can schedule reports automatically, too. 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.
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 time. 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 Inventory Center. Attach and store documents in the Document Center. Access industry-specific report templates created by other QuickBooks 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! Create and print deposit slips. Easily print checks, pay bills, and track expenses. Import your contacts from Excel or other email address books. Allow up to 3 users to work in QuickBooks at the same time. 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 versions. Download bank and credit card transactions directly into QuickBooks. 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.
Comments
Post a Comment