How to Get a Sales Tax License Products
Peachtree Complete Accounting 2010

Peachtree by Sage Complete Accounting 2010 provides robust core accounting for small businesses, plus features like job costing, time and billing, and in-depth inventory capabilities. Its multi-user option* helps improve productivity while providing screen-level security and a clear audit trail. More than 125 customizable business reports and financial statements are available. Save time with simplified navigation, integration with Microsoft® Excel® *, multi-tasking screens, and comparative budgeting. Audit Trail helps you track errors and deter fraud. Achieve better business results through accurate accounting and business controls with Peachtree by Sage Complete Accounting 2010.
Peachtree by Sage Complete Accounting 2010 combines robust core accounting with advanced features like job costing, time and billing, in-depth inventory capabilities, and analysis tools. Its multi-user option* helps improve productivity while providing control over who accesses data. Plus, a clear audit trail helps track errors and deter fraud. (*See www.peachtree.com/disclosures for details.)
Easily and quickly view all history related to a particular customer or vendor transaction. Click to enlarge. |
Use Business Analytics to help improve your business’ financial health and make critical decisions. Click to enlarge. |
View the details you need all in one place with the Customer Management Center. Click to enlarge. |
Open and work in multiple companies within Peachtree at the same time. Click to enlarge. |
Store a virtually unlimited number of contacts for every customer in Peachtree. Click to enlarge. |
Product Features
All of the features found in Peachtree Pro Accounting, plus:
- Business Status Center
- Multi-User Option* with Screen-Level Security
- Audit Trails
- New–Open Multiple Companies*
- New–Customer Management Center
- Improved–Employee Management
- 125+ Customizable Reports
(*See www.peachtree.com/disclosures for details.)
New and Improved Features for 2010
Transaction History
- Easily and quickly view all history related to a particular customer or vendor transaction throughout the entire chain of events at any point in the sales or purchase process.
- View forward from a purchase order to a payment or backwards from a receipt to a quote.
- Save time getting to the information you need to take action!
Business Analytics*
- See how your company is performing compared to other companies in your industry or geographic region with the new customizable company dashboard!
- Get instant access to view up-to date key financial trends in order to compare items such as Total Revenue, Gross Margin %, Days Sales Outstanding, and much more.
- Use this tool to help improve your business’ financial health and make critical decisions.
* Internet access required. Service is embedded within Peachtree 2010, however is also available for Peachtree 2008 and 2009 products via a separate application download from www.peachtree.com.
Customer Management Center
- Save time by viewing the details you need all in one place to better manage and service your customers without missing a beat.
- Create a customizable dashboard view of your customers’ information such as their converted and unconverted quotes, invoices, receipts, time tickets, aged balances, items and services sold, and much more. Drill down to the detail and quickly take action too.
- Save time by looking up customers quickly based on their ID, phone number or any of their contact information, and filter further based on date ranges. Utilize the Recent Selections link to quickly pull up customers you have already viewed.
- Easily export customer information to Microsoft Excel or PDF, or launch an e-mail from the Customer Management Center.
Open Multiple Companies*
- Get your work done faster by being able to open and work in multiple companies within Peachtree at the same time!
- Open all of your companies at the same time and toggle in just one click to the company you need without closing your current company.
- If you would rather work in only one company at a time, now you can save time by not having to re-enter your login information when switching between companies. Enter your user id & password once and Peachtree will remember it until you close Peachtree.
* When opening more than one company, performance is not impacted; however, you will experience reduced product functionality in those companies opened after the first one.
Multiple Contacts*
- Store a virtually unlimited number of contacts for every customer in Peachtree!
- The new “Contacts” tab in the Customers screen allows you to keep track of many specific details you need to maintain your relationships for each of your customers.
- Track more details like contacts’ titles, phone numbers, e-mail address, and specify the ship-to addresses.
- A new Notes field allows you to track unique information about each contact, like shipping instructions.
*There is a maximum of 20 ship to addresses and 1 billing address per customer. Only 2 contacts per customer can be synced with Outlook.
Employee Management
- Save time and reduce errors by keeping track of employees’ information all in one place!
- Store additional employee data within Peachtree such as emergency contact, performance reviews, employment details like hiring date and I-9 verification, additional phone numbers and much more.
- Easily stay on top of your employees’ records by receiving alerts and reminders for key tasks coming up such as review dates.
Automatic Backup
- No more hassles or worries about safeguarding data in Peachtree. Automate your backup process for any time that is convenient for you and your company!
- With Peachtree Automatic Backup, set up your schedule once, and the rest is taken care of for you. Peachtree doesn’t even have to be running to make the scheduled backup.
- Notify users to log out, or automatically log them off in order to run your backup (Peachtree Quantum only).
Password Security
- Secure your company’s data from unauthorized access with increased password security options.
- Strengthen your password security with new customizable options such as automatic password expiration, multiple incorrect password attempts lockout, no repeat passwords, and masking passwords from other users in Peachtree.
- Maintenance is easier giving users the ability to change their own passwords without relying on the admin, and requiring strong password compliance.
In-Product Advisor
- Learn the best way to work within Peachtree by leveraging our in-product user tips. These tips will help you discover functions or features that will assist you in learning other areas of the product quicker.
- The Advisor will assist you in pointing out better ways to accomplish common tasks in the program, in areas such as Sales/Invoicing, Inventory, Vendors, Receipts and General Journal Entries.
- Set your experience with Peachtree to maximize the effectiveness of assistance you might require, and set the length of time that each message will be displayed.
Inventory Enhancements
- See what your customers are buying with the new Item Sales History by Customer onscreen view and report.
- Now you don’t need to know the official name of an item, or the number, to find it quickly. Search for items by words you’ve typed into other description or notes fields.
- Streamline your data entry when setting up new items with the ability to set the Item Class default based on your most common inventory type such as Stock, Non-Stock, Service, etc.
Peachtree by Sage 2010 Product Family Feature Comparison Chart
| Feature | Peachtree First Accounting | Peachtree Pro Accounting | Peachtree Complete Accounting | Peachtree Premium Accounting | Peachtree Quantum |
|---|---|---|---|---|---|
| Easy Start-up and Use | X | X | X | X | X |
| Accounts Payable: Check Writing, Bill Payment, Purchases | X | X | X | X | X |
| Accounts Receivable: Invoicing, Receive Payments | X | X | X | X | X |
| Customizable Reports | 35+ | 100+ | 125+ | 140+ | 140+ |
| Conversion from QuickBooks1 | Â | X | X | X | X |
| E-mail Alerts, Forms, Reports and Financial Statements2 | Â | X | X | X | X |
| Internal Accounting Review3 | Â | X | X | X | X |
| Inventory: Assemblies, Average/LIFO/FIFO Costing Methods, Back Orders | Â | Basic | Advanced | Advanced | Advanced |
| IMPROVED! Password Security | Â | Module Level | Screen Level | Screen Level | Screen Level |
| Attach documents to transactions and records | Â | X | X | X | X |
| NEW! Business Analytics4 | Â | X | X | X | X |
| Comparative Budget Spreadsheet Creator–track 4 years | Â | X | X | X | X |
| Integration with Microsoft Excel and Word5 | Â | X | X | X | X |
| Payroll Solutions6 | Â | X | X | X | X |
| NEW! Customer Management Center | Â | Â | X | X | X |
| NEW! Track Multiple Contacts7 | Â | Â | X | X | X |
| NEW! View Transaction History | Â | Â | X | X | X |
| Electronic Bill Payment through Peachtree Bill Pay8 | Â | Â | X | X | X |
| Integration with UPS9 | Â | Â | X | X | X |
| NEW! Open Multiple Companies10 | Â | Â | X | X | X |
| Sync your Outlook Contacts11 | Â | Â | X | X | X |
| Auto Creation of Purchase Orders | Â | Â | X | X | X |
| Audit Trail | Â | Â | X | X | X |
| Fixed Assets12 | Â | Â | X | X | X |
| Job Costing–Phase and Cost Level | Â | Â | X | X | X |
| Advanced Budgeting | Â | Â | Â | Included | Included |
| Archive Company Data | Â | Â | Â | X | X |
| Company Consolidation Wizard | Â | Â | Â | X | X |
| Crystal Reports 200813 | Â | Â | Â | X | X |
| Departmentalized Financial Statements | Â | Â | Â | X | X |
| Serialized Inventory | Â | Â | Â | X | X |
| Developed to handle large data requirements14 | Â | Â | Â | Â | X |
| Exclusive SmartPosting Technology | Â | Â | Â | Â | X |
| NEW! My Dashboard | Â | Â | Â | Â | X |
| NEW! Order Process Workflow | Â | Â | Â | Â | X |
| Product updates and software upgrades for 1 year15 | Â | Â | Â | Â | X |
| Role based security | Â | Â | Â | Â | X |
| Support for 10, 15, 20 or 30 named users16 | Â | Â | Â | Â | X |
| Unlimited17 access to support for 1 year | Â | Â | Â | Â | X |
| Includes all industry solution functionality (Manufacturing, Construction, Distribution and Nonprofits | Â | Â | Â | Â | X |
Disclaimers:
1. Versions 2006-2009. Excludes conversion of QuickBooks individual payroll transactions. For additional information on conversion limitations, please visit www.peachtree.com/qb
2. Requires Microsoft Outlook 2002, 2003 or 2007; Outlook Express 5 or 6; other MAPI compliant e-mail programs.
3. Sage is not liable or responsible for any fines or penalties that may result from errors in your company accounting records. The Internal Accounting Review is not intended to uncover all questionable transactions.
4. Internet access required. Service is embedded within Peachtree 2010, however is also available for Peachtree 2008 and 2009 products via a separate application download from www.peachtree.com.
5. Requires Microsoft Excel, Word or Outlook 2002, 2003, or 2007.
6. Compliant tax forms and tax tables require a subscription to Peachtree Simple Payroll. For details see www.peachtreepayroll.com or call 877-231-3761.
7. There is a maximum of 20 ship to addresses and 1 billing address per customer.
8. Subject to approval and to Sage terms of service. Additional fees, internet access and checking account required.
9. UPS functionality is subject to UPS terms and conditions. Internet access required.
10. When opening more than one company, you will experience reduced product functionality in those companies opened after the first one.
11. Outlook Sync supported in Exchange 2000 SP2, 2003 and 2007.
12. Regulatory compliance requires paid subscription. Additional fees apply for more than 200 assets.
13. Microsoft Windows XP Home Edition and Windows Server 2000 not supported.
14. Peachtree does not impose a hard limit on database capacity, however, individual performance will vary depending on actual number of transactions, database size, and number of concurrent users. Data management efficiencies are also realized in the Peachtree 2010 products.
15. The Peachtree Business Care Plan (which includes product upgrades, updates, and customer support) will be renewed automatically each year on the anniversary date of your purchase unless you terminate your agreement prior to that date. Renewal is not required to continued access to product updates for supported versions.
16. Multi User licenses available in of packs of 10, 15, 20 or 30. A maximum of 30 licensed, named users is allowed. Only the first 30 named users selected in the user maintenance screen are considered licensed, named users.
17. Support Specialists are available from 8:30 am until 8:30 pm ET Monday-Friday, and reserve the right to limit calls to 1 hour or 1 incident.
Peachtree Complete Accounting 2010

Peachtree by Sage Complete Accounting 2010 provides robust core accounting for small businesses, plus features like job costing, time and billing, and in-depth inventory capabilities. Its multi-user option* helps improve productivity while providing screen-level security and a clear audit trail. More than 125 customizable business reports and financial statements are available. Save time with simplified navigation, integration with Microsoft® Excel® *, multi-tasking screens, and comparative budgeting. Audit Trail helps you track errors and deter fraud. Achieve better business results through accurate accounting and business controls with Peachtree by Sage Complete Accounting 2010.
Peachtree by Sage Complete Accounting 2010 combines robust core accounting with advanced features like job costing, time and billing, in-depth inventory capabilities, and analysis tools. Its multi-user option* helps improve productivity while providing control over who accesses data. Plus, a clear audit trail helps track errors and deter fraud. (*See www.peachtree.com/disclosures for details.)
Easily and quickly view all history related to a particular customer or vendor transaction. Click to enlarge. |
Use Business Analytics to help improve your business’ financial health and make critical decisions. Click to enlarge. |
View the details you need all in one place with the Customer Management Center. Click to enlarge. |
Open and work in multiple companies within Peachtree at the same time. Click to enlarge. |
Store a virtually unlimited number of contacts for every customer in Peachtree. Click to enlarge. |
Product Features
All of the features found in Peachtree Pro Accounting, plus:
- Business Status Center
- Multi-User Option* with Screen-Level Security
- Audit Trails
- New–Open Multiple Companies*
- New–Customer Management Center
- Improved–Employee Management
- 125+ Customizable Reports
(*See www.peachtree.com/disclosures for details.)
New and Improved Features for 2010
Transaction History
- Easily and quickly view all history related to a particular customer or vendor transaction throughout the entire chain of events at any point in the sales or purchase process.
- View forward from a purchase order to a payment or backwards from a receipt to a quote.
- Save time getting to the information you need to take action!
Business Analytics*
- See how your company is performing compared to other companies in your industry or geographic region with the new customizable company dashboard!
- Get instant access to view up-to date key financial trends in order to compare items such as Total Revenue, Gross Margin %, Days Sales Outstanding, and much more.
- Use this tool to help improve your business’ financial health and make critical decisions.
* Internet access required. Service is embedded within Peachtree 2010, however is also available for Peachtree 2008 and 2009 products via a separate application download from www.peachtree.com.
Customer Management Center
- Save time by viewing the details you need all in one place to better manage and service your customers without missing a beat.
- Create a customizable dashboard view of your customers’ information such as their converted and unconverted quotes, invoices, receipts, time tickets, aged balances, items and services sold, and much more. Drill down to the detail and quickly take action too.
- Save time by looking up customers quickly based on their ID, phone number or any of their contact information, and filter further based on date ranges. Utilize the Recent Selections link to quickly pull up customers you have already viewed.
- Easily export customer information to Microsoft Excel or PDF, or launch an e-mail from the Customer Management Center.
Open Multiple Companies*
- Get your work done faster by being able to open and work in multiple companies within Peachtree at the same time!
- Open all of your companies at the same time and toggle in just one click to the company you need without closing your current company.
- If you would rather work in only one company at a time, now you can save time by not having to re-enter your login information when switching between companies. Enter your user id & password once and Peachtree will remember it until you close Peachtree.
* When opening more than one company, performance is not impacted; however, you will experience reduced product functionality in those companies opened after the first one.
Multiple Contacts*
- Store a virtually unlimited number of contacts for every customer in Peachtree!
- The new “Contacts” tab in the Customers screen allows you to keep track of many specific details you need to maintain your relationships for each of your customers.
- Track more details like contacts’ titles, phone numbers, e-mail address, and specify the ship-to addresses.
- A new Notes field allows you to track unique information about each contact, like shipping instructions.
*There is a maximum of 20 ship to addresses and 1 billing address per customer. Only 2 contacts per customer can be synced with Outlook.
Employee Management
- Save time and reduce errors by keeping track of employees’ information all in one place!
- Store additional employee data within Peachtree such as emergency contact, performance reviews, employment details like hiring date and I-9 verification, additional phone numbers and much more.
- Easily stay on top of your employees’ records by receiving alerts and reminders for key tasks coming up such as review dates.
Automatic Backup
- No more hassles or worries about safeguarding data in Peachtree. Automate your backup process for any time that is convenient for you and your company!
- With Peachtree Automatic Backup, set up your schedule once, and the rest is taken care of for you. Peachtree doesn’t even have to be running to make the scheduled backup.
- Notify users to log out, or automatically log them off in order to run your backup (Peachtree Quantum only).
Password Security
- Secure your company’s data from unauthorized access with increased password security options.
- Strengthen your password security with new customizable options such as automatic password expiration, multiple incorrect password attempts lockout, no repeat passwords, and masking passwords from other users in Peachtree.
- Maintenance is easier giving users the ability to change their own passwords without relying on the admin, and requiring strong password compliance.
In-Product Advisor
- Learn the best way to work within Peachtree by leveraging our in-product user tips. These tips will help you discover functions or features that will assist you in learning other areas of the product quicker.
- The Advisor will assist you in pointing out better ways to accomplish common tasks in the program, in areas such as Sales/Invoicing, Inventory, Vendors, Receipts and General Journal Entries.
- Set your experience with Peachtree to maximize the effectiveness of assistance you might require, and set the length of time that each message will be displayed.
Inventory Enhancements
- See what your customers are buying with the new Item Sales History by Customer onscreen view and report.
- Now you don’t need to know the official name of an item, or the number, to find it quickly. Search for items by words you’ve typed into other description or notes fields.
- Streamline your data entry when setting up new items with the ability to set the Item Class default based on your most common inventory type such as Stock, Non-Stock, Service, etc.
Peachtree by Sage 2010 Product Family Feature Comparison Chart
| Feature | Peachtree First Accounting | Peachtree Pro Accounting | Peachtree Complete Accounting | Peachtree Premium Accounting | Peachtree Quantum |
|---|---|---|---|---|---|
| Easy Start-up and Use | X | X | X | X | X |
| Accounts Payable: Check Writing, Bill Payment, Purchases | X | X | X | X | X |
| Accounts Receivable: Invoicing, Receive Payments | X | X | X | X | X |
| Customizable Reports | 35+ | 100+ | 125+ | 140+ | 140+ |
| Conversion from QuickBooks1 | Â | X | X | X | X |
| E-mail Alerts, Forms, Reports and Financial Statements2 | Â | X | X | X | X |
| Internal Accounting Review3 | Â | X | X | X | X |
| Inventory: Assemblies, Average/LIFO/FIFO Costing Methods, Back Orders | Â | Basic | Advanced | Advanced | Advanced |
| IMPROVED! Password Security | Â | Module Level | Screen Level | Screen Level | Screen Level |
| Attach documents to transactions and records | Â | X | X | X | X |
| NEW! Business Analytics4 | Â | X | X | X | X |
| Comparative Budget Spreadsheet Creator–track 4 years | Â | X | X | X | X |
| Integration with Microsoft Excel and Word5 | Â | X | X | X | X |
| Payroll Solutions6 | Â | X | X | X | X |
| NEW! Customer Management Center | Â | Â | X | X | X |
| NEW! Track Multiple Contacts7 | Â | Â | X | X | X |
| NEW! View Transaction History | Â | Â | X | X | X |
| Electronic Bill Payment through Peachtree Bill Pay8 | Â | Â | X | X | X |
| Integration with UPS9 | Â | Â | X | X | X |
| NEW! Open Multiple Companies10 | Â | Â | X | X | X |
| Sync your Outlook Contacts11 | Â | Â | X | X | X |
| Auto Creation of Purchase Orders | Â | Â | X | X | X |
| Audit Trail | Â | Â | X | X | X |
| Fixed Assets12 | Â | Â | X | X | X |
| Job Costing–Phase and Cost Level | Â | Â | X | X | X |
| Advanced Budgeting | Â | Â | Â | Included | Included |
| Archive Company Data | Â | Â | Â | X | X |
| Company Consolidation Wizard | Â | Â | Â | X | X |
| Crystal Reports 200813 | Â | Â | Â | X | X |
| Departmentalized Financial Statements | Â | Â | Â | X | X |
| Serialized Inventory | Â | Â | Â | X | X |
| Developed to handle large data requirements14 | Â | Â | Â | Â | X |
| Exclusive SmartPosting Technology | Â | Â | Â | Â | X |
| NEW! My Dashboard | Â | Â | Â | Â | X |
| NEW! Order Process Workflow | Â | Â | Â | Â | X |
| Product updates and software upgrades for 1 year15 | Â | Â | Â | Â | X |
| Role based security | Â | Â | Â | Â | X |
| Support for 10, 15, 20 or 30 named users16 | Â | Â | Â | Â | X |
| Unlimited17 access to support for 1 year | Â | Â | Â | Â | X |
| Includes all industry solution functionality (Manufacturing, Construction, Distribution and Nonprofits | Â | Â | Â | Â | X |
Disclaimers:
1. Versions 2006-2009. Excludes conversion of QuickBooks individual payroll transactions. For additional information on conversion limitations, please visit www.peachtree.com/qb
2. Requires Microsoft Outlook 2002, 2003 or 2007; Outlook Express 5 or 6; other MAPI compliant e-mail programs.
3. Sage is not liable or responsible for any fines or penalties that may result from errors in your company accounting records. The Internal Accounting Review is not intended to uncover all questionable transactions.
4. Internet access required. Service is embedded within Peachtree 2010, however is also available for Peachtree 2008 and 2009 products via a separate application download from www.peachtree.com.
5. Requires Microsoft Excel, Word or Outlook 2002, 2003, or 2007.
6. Compliant tax forms and tax tables require a subscription to Peachtree Simple Payroll. For details see www.peachtreepayroll.com or call 877-231-3761.
7. There is a maximum of 20 ship to addresses and 1 billing address per customer.
8. Subject to approval and to Sage terms of service. Additional fees, internet access and checking account required.
9. UPS functionality is subject to UPS terms and conditions. Internet access required.
10. When opening more than one company, you will experience reduced product functionality in those companies opened after the first one.
11. Outlook Sync supported in Exchange 2000 SP2, 2003 and 2007.
12. Regulatory compliance requires paid subscription. Additional fees apply for more than 200 assets.
13. Microsoft Windows XP Home Edition and Windows Server 2000 not supported.
14. Peachtree does not impose a hard limit on database capacity, however, individual performance will vary depending on actual number of transactions, database size, and number of concurrent users. Data management efficiencies are also realized in the Peachtree 2010 products.
15. The Peachtree Business Care Plan (which includes product upgrades, updates, and customer support) will be renewed automatically each year on the anniversary date of your purchase unless you terminate your agreement prior to that date. Renewal is not required to continued access to product updates for supported versions.
16. Multi User licenses available in of packs of 10, 15, 20 or 30. A maximum of 30 licensed, named users is allowed. Only the first 30 named users selected in the user maintenance screen are considered licensed, named users.
17. Support Specialists are available from 8:30 am until 8:30 pm ET Monday-Friday, and reserve the right to limit calls to 1 hour or 1 incident.
QuickBooks Pro 2008 [OLD VERSION]

QUICKBOOKS PRO 2008 RETAIL SML PKG
QuickBooks Pro Edition 2008 makes accounting easy with tools to organize your finances all in one place. Complete tasks like payroll1, invoicing, bill tracking and check-writing. With one click, view past-due invoices or overdue bills. Or instantly see your entire account history with any customer or vendor.
Easily track sales and expenses. Quickly create your own professional-looking custom forms such as customer estimated, invoices and reports by using any of the over 100 included templates. Share your data with programs like Word and Excel.
With QuickBooks Pro, you’ll spend less time on routine tasks and more time on business.
|
Movies See how QuickBooks Pro can help your business succeed. Pro Edition Overview (2:13) New Features (2:44) Quickly Pay Bills and Print Checks (0:51) Invoice a Customer and Apply Payments (1:17) |
Answer a few basic questions, and get a customized setup you can change at any time. |
Robust new Help functionality allows you to find the information you need quickly and easily. |
Easily Get Started
IMPROVED! Import Data from Excel
Excel templates make it easy for you to import your existing customers, vendors, or product information into QuickBooks. You can also assign each column in your existing Excel spreadsheet to a corresponding QuickBooks column. Save these settings to use again the next time you want to pull in data. You can even preview your data before you transfer it.
Import Data from Quicken, Peachtree, and Microsoft Office Accounting
Access the Quicken conversion tool in QuickBooks to convert your data from Quicken 1998 through 2007. If you are currently running your business using Peachtree 2001-2008, Microsoft Small Business Accounting 2006, and Microsoft Office Accounting/ Office Accounting Express, you can also easily convert your data into QuickBooks 2008.
Get Set Up and Running Quickly
Answer a few basic questions, and get a customized setup you can change at any time.
NEW! Step by step coaching for new users to help you learn QuickBooks faster
Get up to speed on QuickBooks easily. The new QuickBooks Coach guides you step by step, so you can learn how to use QuickBooks features faster and explore QuickBooks as you enter your data.
Learn QuickBooks Quickly with Built-in Tutorials
Learn QuickBooks skills as you need them–in your own time, at your own pace. The built-in Learning Center offers short tutorials on basic and advanced features to help you get the most out of QuickBooks.
Upgrade your QuickBooks effortlessly
Easily transfer your existing data file into QuickBooks 2008. Your company file and preferences will transfer automatically. In just a few steps, you can start working in QuickBooks using your information, including customer lists, vendor lists, balances, and inventory lists.
Get Help When You Need It
NEW! Find Answers Fast
Robust new Help functionality allows you to find the information you need quickly and easily as you work in QuickBooks, so you can get back to business. You’ll find answers to most questions in QuickBooks in-product onscreen Help. Type a question, choose from a list of topics, or search by keyword.
Enjoy Free QuickBooks support included for 30 days from registration for questions submitted online
Have a question about QuickBooks? Submit your questions online at www.quickbooks.com/contactme. We’ll email or call you back usually in 30 minutes or less. No waiting on hold!
Tap into the knowledge of the QuickBooks User Community
Visit the QuickBooks User Community to connect with other QuickBooks users and experts to ask questions and share advice. Search or browse through a variety of discussion topics or post your own question.
Choose from dozens of pre-designed QuickBooks templates, or send the key invoice data to a customizable Microsoft Word document. |
Use your existing e-mail address to send invoices, statements, estimates, sales receipts, purchase orders, reports, and pay stubs from your QuickBooks to your customers, vendors, employees, and accountant. |
Save Time on Everyday Tasks
Easily track and pay bills; set due date reminders
Record bills as they arrive directly from the QuickBooks homepage. Never mistakenly miss a bill due date–QuickBooks will alert you with due date reminders. And when you are ready to pay bills, QuickBooks shows you all bills that are outstanding.
Track inventory assemblies and finished goods
Let QuickBooks track your raw materials and finished goods to avoid overbuying and backorders. Combine them in the appropriate quantities to create “finished goods” items. Each time you log a sale or complete a work order, QuickBooks deducts materials as it increases finished goods. Instantly see how many assemblies you can build with current stock.
Quickly create estimates & invoices
When it’s time to bill your customer, turn any estimate into an invoice with one click. Choose from dozens of pre-designed QuickBooks templates, or send the key invoice data to a customizable Microsoft Word document.
NEW! Send estimates, invoices & reports directly from QuickBooks using MS Outlook or Outlook Express
Use your existing e-mail address to send invoices, statements, estimates, sales receipts, purchase orders, reports, and pay stubs from your QuickBooks to your customers, vendors, employees, and accountant.
Download credit card and bank statements
Download cleared checks, deposits, and credit card transactions into QuickBooks to save time on data entry and reconciliation.
See contact information and complete transaction history for any customer with Customer Center. |
Select any vendor to see purchase orders, bills, and payments with Vendor Center. |
See contact information for any employee and a complete list of checks paid in Employee Center. |
Stay Organized and on Top of Your Business
Organize data all in one place with Customer, Vendor, and Employee Centers
- Customer Center
Follow up on past-due accounts and answer customer requests faster. See contact information and complete transaction history for any customer. - Vendor Center
Select any vendor to see purchase orders, bills, and payments. Check your account status to avoid incurring late charges. Initiate new payments or purchase orders with one click. - Employee Center
See contact information for any employee and a complete list of checks paid.
Track sales, sales taxes, and customer payments
Easily record sales and create sales receipts for your customers. Set up sales tax codes, and QuickBooks will automatically charge sales tax on all invoices, sales receipts, and other sales forms. When it’s time to pay sales tax to your local sales tax board, QuickBooks will also help you figure out how much you owe.
Track employee time and expenses to bill clients
Track time by employee, service, and customer with timesheets in QuickBooks. When you select a client to bill, QuickBooks automatically reminds you of unbilled time and expenses for that client.
Easily export or enter data into TurboTax, or send to your accountant
Be ready for tax time. QuickBooks helps you assign each account in your Chart of Accounts to a specific line on tax forms, so all income and expenses are accurately categorized. Easily export your tax data into TurboTax or provide your accountant accurate data to simplify the tax process.
Create 100+ customizable reports, like Profit & Loss Statements and sales reports, in two clicks
QuickBooks comes with more than 100 pre-designed, customizable business reports and a Report Navigator that makes it easy to choose the right one. Create reports,like your Profit and Loss statement and Balance Sheet in two clicks. Plus, you can get the totals you need for tax forms instantly.
Efficiently Manage Employees and Contract Workers
Manage payroll and payroll taxes; offer Direct Deposit 1(paid subscription required)
Build a professional business plan quickly by answering step-by-step questions. QuickBooks fills in the numbers based on your QuickBooks data. You can export the projections to Excel and save it as a PDF file.
Prepare and print 1099s & 1096s for contract workers & federal filing
The QuickBooks 1099 and 1096 wizard will walk you through all the steps to create and print tax forms for you and your independent contractors.
Manage Products, Services and Inventory
Track inventory, set reorder points, and create purchase orders
Easily track your raw materials and finished goods to avoid overbuying and backorders. Import your inventory from Excel or record directly in QuickBooks. You can even indicate re-order points for each inventory good and turn on reminders to automatically let you know when its time to reorder. Create and customize purchase orders directly from the Home Page, and automatically receive against P.O.s when recording bills
Use your company data from your QuickBooks reports and export it to new or existing Excel spreadsheets while keeping all Excel formulas and formatting intact. |
Use your company data from your QuickBooks reports and export it to new or existing Word documents. |
Easily share your accounting records with your accountant. |
Flexibility to Work the Way You Want
Export company data to Excel spreadsheets
Use your company data from your QuickBooks reports and export it to new or existing Excel spreadsheets while keeping all Excel formulas and formatting intact. Anytime you export updated data from QuickBooks, Excel maintains your existing formulas and updates the results automatically.
Create letters with Word using customer data
Use your company data from your QuickBooks reports and export it to new or existing Excel spreadsheets while keeping all Excel formulas and formatting intact. Anytime you export updated data from QuickBooks, Excel maintains your existing formulas and updates the results automatically.
Create and customize professional-looking forms
Create professional-looking forms by choosing from more than 100 expertly designed forms, including invoices, estimates, and sales receipts. Or create one for yourself in Microsoft Word. You can also customize the templates by adding your company logo and tag line to present your business uniquely to your customers.
IMPROVED! Allow your accountant to review data & make changes while you work.
Easily share your accounting records with your accountant. Increase your productivity by allowing your accountant to review historical data and make changes while you work. Seamlessly import your accountant’s changes back into your file for improved accuracy.
Easily map and obtain directions to your saved customer, vendor and employee addresses–right from within QuickBooks!
Open up any record in the Customer, Vendor and Employee centers to access links to maps and directions to customer and vendor locations or employee addresses.
Access your QuickBooks data from any secure Internet connection
Access your financial data even when you’re not in the office by using QuickBooks Remote Access, powered by WebEx. All you need is an Internet-connected PC. All transmissions are protected by encryption technology used by financial institutions.
Other Tools to Meet Your Business Needs
Print checks and forms directly from QuickBooks to keep better, more accurate records while also saving time
- Accurate records: All your information will be updated and stored in QuickBooks.
- Save time: Three out of four QuickBooks customers save at least one-half the time printing checks vs. handwriting them.
- Check out our deposit slips, envelopes, tax forms, invoices, stamps, and labels–all designed to work with QuickBooks.
We guarantee your checks will work with QuickBooks and your printer, and they will be accepted by any financial institution in the United States–or we will refund or replace your order within 60 days of purchase. Learn More
Save time by accepting all major credit cards and debit cards with QuickBooks Merchant Services
Built into your QuickBooks software, QuickBooks Merchant Services is easy to set up and use. No new hardware, software, or phone lines are required. When you make a sale, the data is automatically recorded in QuickBooks. QuickBooks Merchant Services requires no additional data-entry, and you won’t waste hours searching for errors. You can process sales on screens you already know and use. Reconcile quickly, without headaches. This credit card processing from QuickBooks has no teaser rates, no hidden fees, no cancellation fees, and no long-term contracts.
Keep track of your inventory and customer information while you ring up sales
QuickBooks Point of Sale software and hardware save you the time and trouble of doing it yourself, making it easier to focus on the products and services that will keep your customers coming back. Pair Point of Sale with QuickBooks financial software and you can transfer sales information to your financial software–in one click.
NEW! Quickly capture billable hours online and from Outlook Calendar
Free 60-day trial! Time Tracker is the simplest way to track and record employee and contractor time in QuickBooks. Your employees can track their hours from anywhere, using a timesheet on the Web and, now by designating meetings, emails, and appointments in their Outlook calendar for billing! You can download an entire set of timesheets into QuickBooks with one click. Administrators can review and edit timesheets before submitting to ensure accuracy, as well as run custom reports on submitted time.
Meet key business needs with third-party software found at QuickBooks Solutions Marketplace
Find industry-specific solutions that work with QuickBooks and help solve your unique business challenges including specialized inventory and order management, scheduling, document management, multiple billing rates, complex estimating, and project management.