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New! Access your inventory items all in one place with the Inventory Center
Easily find and locate inventory tasks by accessing your inventory items and reports all in one place with QuickBooks Inventory Center. Add a notes field to each item for quick identification. |
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New! See your invoices, billing, and other important tasks in a calendar view
Quickly scan invoices, billing, past transactions and more items at a glance in the new Calendar. The improved "to-do" list captures more relevant information and displays it all in a calendar format. |
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Improved! Save your worksheet formatting when you export QuickBooks reports to Excel
Now you can export your QuickBooks reports along with all your formatting to Excel. Just select a new time period, rerun your report, and export it.1 |
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Improved! Process and select when to run Memorized Transactions
Set up Memorized Transactions for recurring billing, invoices, and estimates. Review and process each transaction individually, and select which transactions to run now and which to run later. You can also set up bi-monthly processing. |
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New! Attach and store documents in the Document Center
Get organized by attaching receipts, estimates, & other documents to invoices & customer files. Just drag & drop - a major advantage at tax time. Local storage now included with your QuickBooks purchase.2 |
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New! Track and follow up on sales leads in the new Lead Center
The new Lead Center makes it easy to keep track of your sales leads and import existing leads into QuickBooks. When your lead becomes a customer, move the contact information into the Customer Center with one click. |
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New! Invoice multiple customers for time and expenses in one batch
Now you can invoice multiple customers for time and expenses in one convenient batch. Create a single invoice for customers who share regularly scheduled expenses and QuickBooks will process them, no additional reentry needed. |
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New! Save time with Batched Time Sheets for multiple employees or vendors
Create and use the same time sheet for employees or vendors who worked the same hours. |
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New! Access industry-specific report templates created by other QuickBooks users
Quickly find the report you need, with results displayed by industry, user rating and report popularity. Click to populate the report with your business data. |
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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. |
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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. |
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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. |
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Quickly locate any account, report, or invoice with 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. |
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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 Hotmail account in a few steps.3 |
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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. |
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Add or edit multiple entries in QuickBooks list from one spreadsheet view.
Batch entry and edit for customers, vendors, and items means you save significant time. |
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Create professional-looking invoices and forms
Stand out from the crowd with fast and easy invoice customization. Create a distinct look for your small business with professional designs and apply it across all your invoices, statements, and other forms all at once. Additional fee applies. Free trial available. |
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Easily find customer, vendor, and items with QuickFilter
Save time from scrolling through customer, vendor and item lists - find the information you need quickly and easily using QuickFilter. |
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Create email estimates, invoices, reports
Send e-mail directly from QuickBooks using MS Outlook & Outlook Express.4 |
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Allow multiple users to work in QuickBooks at the same time
Allow multiple users to work off the same, up-to-date QuickBooks company file at the same time. You can also set user permission levels to control what information each user can access.5 |
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Download transactions from your financial institution
Save time on data entry and increase the accuracy of your financial records by downloading transactions from your financial institution directly into QuickBooks.6 |
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Manage payroll & track key tax dates in the Payroll Center
Keep track of payroll, taxes, and other liabilities at a glance in the Payroll Center; a to-do list tells you when taxes are due. See dates for payroll, taxes, and other liabilities, and get confirmation when payroll is rescheduled.7 (Additional fees apply) |
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Stay on top of your business with Company Snapshot
Get an immediate view into your bottom line all in one page with the at-a-glance reports that are most important to you. |
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Get a quick view to key data with the Customer, Vendor, and Employee Centers
Easily see any customer's balance, transaction history, and contact info in the Customer Center. Review your balance with any vendor and a list of POs, bills, and payments in the Vendor Center. View all paychecks and contact information for any employee instantly with the Employee Center. |
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Get insights to make better decisions from the Report Center
Get insights to make better business decision in the Report Center. Find just the report you need to understand how your business is doing. And, more easily access the reports you rely on in Favorite Reports. |
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Import from prior versions of QuickBooks
Import from prior version of QuickBooks 8 |
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| Customized for Your Contractor Needs | ||||||||
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Identify unbilled time & expenses in one screen; invoice clients with one click
You can decide who to bill by seeing all clients with unbilled time and expenses on a single screen. Instead of creating an invoice from scratch, simply open the Invoice for Time & Expenses screen and select the client and job combination. Outstanding billable time and expenses are transferred directly to an invoice. |
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Get alerts when worker's comp insurance expires
Subcontractor insurance tracking features alerts you when the sub's liability or worker's comp insurance has expired |
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| Customized for Your Manufacturer and Wholesale Needs | ||||||||
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Buy and sell the same item in different units of measure
Unit of Measure conversion allows you to buy and sell the same item in different units of measure |
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Track back orders on sales orders and POs
Easy-to-use sales order features will allow you to track pending orders without affecting your accounts receivable accounts, prioritize open sales orders, and manage partial fulfillment. |
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| Customized for Your Professional Services Needs | ||||||||
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View unbilled time & expenses on one screen; transfer to an invoice
You can decide who to bill by seeing all clients with unbilled time and expenses on a single screen. Instead of creating an invoice from scratch, simply open the Invoice for Time & Expenses screen and select the client and job combination. Outstanding billable time and expenses are transferred directly to an invoice. |
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| Customized for Your Nonprofit Needs | ||||||||
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View year-end summary by donor
Demonstrate financial accountability for your Board of Directors, donors, and accountant with nine Nonprofit-specific reports |
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View Nonprofit-specific reports
Demonstrate financial accountability for your Board of Directors, donors, and accountant with nine Nonprofit-specific reports |
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| Customized for Your Retail Needs | ||||||||
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Track Service Work Orders and service histories
Track Service Work Orders and service histories |
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Track materials and kits automatically, along with their costs
Track materials and kits automatically, along with their costs |
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| Back to Top | 2012 | 2011 | 2010 | 2009 | ||||
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