PRINT PAGEQuickBooks' master program for accounting professionals, Accountant Edition has the tools and file sharing capabilities needed to complete write-up, reporting, trial balance and payroll.
Contains all QuickBooks 2008 products
Accountant Edition 2008 contains the different QuickBooks 2008
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accounting software — Simple Start, Pro, Premier and the Premier industry-specific editions. Access the same screens and features as your client and quickly answer client questions.
Exchanging files with QuickBooks clients
Accountant Edition is built to allow you to exchange and work with your clients' accounting records. There are three ways to exchange QuickBooks accounting.
IMPROVED! Accountant's Copy
Exchange, open & adjust your client's accounting records from all 2007 and 2008 QuickBooks editions
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. When you've finished making adjustments, your client can review and import you changes.
Here is how it works:
- Your client selects the prior period by setting a dividing date
- It takes them one click to download and to send you the file
- You work in the prior period set by the dividing date
- Your client continues their work in the current period, but is locked from the period in which you are working
- You can adjust virtually all Banking, Sales, Customer & Vendor transactions plus adjust and merge the chart of accounts
- After you're done your client can review and then automatically import your changes into their QuickBooks files
Backup Copy
- Open, modify, and send back full data files from all your clients' 2008 QuickBooks, from Simple Start to Premier Contractor Edition.
- You can open files from prior year versions. However, files opened and converted in Accountant Edition 2008 cannot be sent back to prior year versions of QuickBooks.
- When the client imports a backup file it overwrites the current file. If you want the client to import your changes they must stop work in their file so their work is not lost.
Portable Company File
- All the benefits of a Backup Copy but in a much smaller file size making it easier to e-mail.
- Contains only your company file financial data so doesn't have related files such as letters, logos, images, and templates.
Toggle between all QuickBooks 2008 editions
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Toggle allows you to easily switch between the different QuickBooks 2008 editions
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. Simply Toggle to your client's edition and it opens on your desktop. Quickly answer their questions because you can view the screens that your clients see.
Accounting controls to prevent, find, and fix client errors
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- Prevent changes to prior periods by limiting access to data with a password using "Set Closing Date".
- Detect client errors and track changes with an always-on audit trail that does not slow down performance. Now with enhanced reporting by date and more robust transaction detail.
- Correctly account for voided checks because QuickBooks automatically makes offsetting journal entries in the affected accounting period.
- Find and fix reconciliation errors with new Reconciliation Differences account.
IMPROVED! Access clients' data remotely from your office or home.
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- Work on clients' files from your own office or home via the Internet, and access files without exchanging disks or driving to your clients' offices.
- Quickly respond to client questions or improve your ability to add out-of-town clients
- A 12-month subscription is free with Accountant Edition 2008
Help clients better manage their inventory-based businesses with inventory management and reporting tools
- Bill of Materials. View the total cost associated with price-assembled products in one simple view and factor in cost of materials as well as non-material items such as overhead, supplies, depreciation, and labor.
- Available-to-Promise. Review what's currently on hand, how much has been committed to customers, when you expect to receive more, and how much is pending for builds.
- Backorder. Show backordered parts on packing lists and track which items are backordered on sales orders, invoices, and purchase orders.
- Sales Order Fulfillment Worksheet. Help your clients decide which orders to ship based on criteria most important to them - such as older orders first. The Sales Order Fulfillment Worksheet shows all your clients' open sales orders on one screen.
Simplify new client setup and reduce coding errors
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The Easy Step® start-up interview gets clients started on simplified industry
specific chart of accounts that were developed by QuickBooks accountants.
- Simple "yes/no" interview quickly defaults clients to the right accounts for their industry.
- Customize further by simply adding or deleting individual accounts.
- Over 30 default industry-specific chart of accounts.
- In-product account descriptors are reworded to match industry terminology.
Notes