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QuickBooks for Mac
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QuickBooks Pro for Windows
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Easy to get started
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Company Set-up Assistant helps you set up your company file in two easy steps. Guide Me helps you quickly become familiar with key tasks (like creating invoices) until you're ready to start working on your own.
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Let us help you get started with confidence, and answer your QuickBooks questions. Call 888-222-7276 after registering your product. 2
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Little Square is a free, online resource created just for you. It provides helpful videos and columns by QuickBooks for Mac accountants, advanced users, and other experts to help you get more out of QuickBooks.
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Save time on everyday tasks and become more organized
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The Customer, Vendor, and Transaction (available only in QuickBooks for Mac) centers make it easy to access key information. For example, the Customer Center lets you quickly see contact information and complete transaction history for a particular customer all on one screen.
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Get rid of piles of paperwork. Create estimates and invoices and easily enter customer payments. Set sales tax rate to be automatically applied to customer transactions, and track sales tax you have collected. Since QuickBooks organizes everything in one place, you'll be able to access all past payments and sales for each customer with just a few clicks. Email forms to your customers and vendors. 3
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Easily print checks, pay bills & track expenses. Queue all your checks to be paid and print them in one batch. QuickBooks will keep track of each check so you can keep tabs on where your money is going. Enter bills from vendors. Since QuickBooks organizes everything in one place, you'll be able to access all past payments & bills for each vendor with just a few clicks.
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Personalize forms, like estimates, invoices, and statements quickly and easily. Add logos, images, and fonts to templates and create your own custom forms. 4
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Your QuickBooks file stores all your business information, so finding exactly what 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 invoices, contacts and transaction details. Use filters to refine results. Quickly access recent or saved searches.
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Save time and avoid data entry errors. Instead of typing in your bank and credit card transactions, download them securely from 3000 participating financial institutions and easily import them into QuickBooks. 1
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Record time and expenses by client job so you can easily stay on top of your projects. It's easy to invoice clients in a few clicks so you won't miss any billable time and expenses.
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Easily track your inventory to avoid overbuying and backorders. Indicate re-order points for each inventory item and turn on reminders to automatically let you know when its time to reorder.
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Make better business decisions with reports, and be ready for tax time
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Company 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. See at a glance year-over-year income and expense trends, income and expense details, and top customers.
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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.
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Built for the Mac
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Never enter a phone number or address twice. Save typing time and errors by effortlessly synchronizing contact information between QuickBooks and your Mac Address Book, cell phone, PDA or other iSync-compatible applications. Activate QuickBooks Contact Sync, and selected contacts appear automatically in Address Book. Update a contact in Address Book...the changes automatically appear in QuickBooks. Leave the feature active to keep contact information, including email addresses, up-to-date at all times. 5
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QuickBooks integrates with iCal so you can be reminded to print invoices and checks or to pay bills in one consolidated calendar and never miss a bill payment. Simply check the box next to "Show in iCal" on any invoice and a reminder is added to your calendar. And if you later decide to change the payment terms on the invoice in QuickBooks, iCal is automatically updated with the new due date. 6
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Export any report to Numbers or Excel - your QuickBooks formatting and formulas go with it. 7
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Prevent painful data loss by backing up your QuickBooks file to MobileMe. Choose one-time or ongoing automatic backup. You can restore it at any time. 8
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Other features
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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. 9
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QuickBooks allows you to invoice for projects in phases. You can now invoice by line item or percentage of the estimate. You can track how much has been invoiced and what's left. Job history reports provide additional detail.
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QuickBooks Payroll for Mac allows you to easily manage payroll online and export data into your QuickBooks software. 10
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Share your QuickBooks data with Windows-based users, such as your accountant. Send a Mac file to a Windows user (who can update it) and the Windows user can send it back. Just click the toolbar icon: "Backup to QuickBooks Windows". As QuickBooks creates the backup, it simultaneously creates a PDF file of simple instructions for opening and sending back the file. Send both files to your accountant or Windows user. 11
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Create a copy of your company file that your accountant can use to make changes while you continue to work. When your accountant is done, import your accountant's changes into your company file.
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QuickBooks for Mac
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QuickBooks Pro for Windows
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