New 2020 features

• Get paid faster by automatically reminding customers when payments are due.
• Facilitate quicker payments by enabling customers to easily search for invoice emails by PO numbers.
• Simplify customer payment processing by consolidating multiple invoices into just one email¹
• Save time with improved navigation through reports with jobs & classes
• Enhanced help content and access to live experts through messaging and call back options²

Track income & expenses

Know where your money is going.

• Connect your bank and credit card to automatically download transactions*
• Easily import previous financial data from Excel and other programs.
• Organize everything in one place with Customer, Vendor, and Employee Centers.

Invoicing

Look professional and get paid faster.

• Create professional estimates and invoices.
• Invoice for services, goods, and for billable time and expenses.
• Accept payments right from your invoices and send reminders on outstanding payments.
• Get real-time visibility of invoice statuses to expedite collections and stay on top of your cash flow.

Run reports

Better decisions with smart insights.

• Stay ready for tax time with reliable reports.
• Schedule automatic reporting including profit & loss, expenses, and balance sheets.
• Consolidate reports for multiple companies*
• Enterprise - Advanced reporting.

Send estimates

Easily track and convert estimates.

• Send professional estimates and track leads in one place.
• Convert estimates to invoices in a single click.
• Customize and automate pricing with Advanced Pricing*
• Enterprise - Advanced pricing.

Track sales tax

Stay on top of sales tax.

• Define which customers and which products are taxable.
• Track sales tax automatically throughout the month.
• Run sales tax liability reports so you know exactly what you owe.

Manage bills & accounts payable

Know what you owe.

• Clearly track bills and purchase orders in one place.
• Maintain cash flow and easily take action on unpaid bills.
• Take early pay discounts automatically.
• View unpaid bills from a vendor to easily manage payments.

Track time

Clock employee time and billable hours

• Track billable hours by client or employee and automatically add them to invoices.
• Enter hours yourself or give employees protected access to enter their own time.
• Seamlessly integrate with TSheets by QuickBooks for simpler time tracking*
• Easily track accruals of employee sick and vacation time.¹⁵

Track inventory

Stay stocked for success.

• Track products, cost of goods, and receive notifications when inventory is low.
• Easily adjust inventory to account for loss, theft, and shrinkage.
• Create purchase orders to keep track of what’s on order.
• Enterprise - Advanced inventory.

List limits

Maximize QuickBooks performance.

• Pro and Premier: Up to 14,500 items.
• Enterprise: More than 1 million items.

Pay 1099 contractors

Help stay compliant on all your 1099s.

• Keep track of subcontractor payments and assign them to 1099 categories.
• Prepare and file 1099s right from QuickBooks.
• See who you’ve paid, what you’ve paid, and when.

Forecasting

Stay on the right track.

• Create a forecast from scratch or use previous years’ information.
• Track and view forecast progress both in dollars and percentages.
• Create forecast by customer job, by class and more.

Industry specific features

Manage tasks unique to your industry.

• Track profitability by product or by project and client.
• Bill clients progressively by job phase.
• Run industry specific reports including donor contributions, sales summary, and more.

Mobile inventory barcode scanning⁶

Easier picking means faster sales.

• Easily prioritize which sales orders to fulfill first.
• Create customer pick lists across warehouses and send to barcode scanners.
• Workers on the floor can scan inventory, and update sales orders in real-time.

QuickBooks Priority Circle loyalty program⁷

Putting your business first.

• Dedicated customer success manager you can call with any questions about your QuickBooks products.
• Complementary product training for you and your employees.⁸
• Get expert care from our top product specialists via phone and chat.⁹

Enhanced Pick, Pack & Ship¹⁰

Streamlined and more accurate sales order fulfilment

• Manage the entire end-to-end workflow from a central dashboard.
• Send items to a picker or packer with one click.
• Fill out and print shipping labels from the major carriers right in QuickBooks.
• Get additional flexibility with Express Pick-Pack to combine picker and packer roles.

Multiple users

Save time when you work together.

• Allows more than one user at a time*
• Create a copy of your company file for your accountant.
• Protect sensitive data with user-access levels.

Upgrade to Plus

All the features of Pro, with over $399 worth of additional value.⁴

• Get unlimited support plus access to QuickBooks experts.²
• Safeguard your most valuable information with automated data back-up and recovery.⁵
• Get access to the latest features and updates, so you always have the latest version.³

Pay employees

Pay employees and e-file taxes.

• Pay employees with free direct deposit and create unlimited paychecks.
• Easily pay and file federal and state payroll taxes right from QuickBooks.
• Print and file W2s at the end of the year*
• Enterprise - Gold & Platinum edition.

Remote hosting

Lower cost networking with reliable hosting.

• Access on the go - your data is stored in the cloud, not at your office, making access easy and convenient.¹⁴
• Password-protected connections and ongoing IT maintenance.
• Log-in from any device. Use a Mac? PC? Tablet? No problem.