NEW FEATURES IN QuickBooks: Premier Edition 2004

Cash Flow Projector

Cash Flow Projector helps to predict cash flow for six weeks, using the QuickBooks data and your answers to simple questions. View projected "available to spend" weekly cash balances in a printable report. "What if?" scenarios show how making changes to receipts and disbursements could affect weekly cash balances.

Fixed Asset Tracker

The Fixed Asset Tracker helps to keep track of basic information and depreciate for tax purposes of fixed assets, such as equipment, trucks, cash registers, and computers. Track details such as asset name, serial number, acquisition date, and disposal date and use it to calculate depreciation and tax benefits.

Set "Per Item" Price Levels

More flexible price levels allow users to set the exact prices you want to charge each customer for each item you sell.

Manage Addresses more Easily

Quickly and easily copy and paste entire addresses, rather than having to cut, copy, and paste just one line at a time. Export address lists more easily to Microsoft® Excel, since each line of the address exports to a different column.

Reconcile and "undo" a Reconcile

Undo a previous reconcile in one click. Customize the layout of the reconcile screen, and an improved reconcile discrepancy report shows changes and deletions made to previously reconciled transactions.

Time tracking

Gives an alert when creating an invoice where there is any outstanding time or expenses, to help avoid under-billing. Plus bring over both item descriptions and notes to invoices, so customers can clearly see what you are billing them for.

Industry Specific Editions of QuickBooks

QuickBooks Premier is available in many new industry-specific editions that offer specialized tools and features unique to each industry.

Fixed Asset Manager

Manages fixed assets from acquisition to disposition with fewer spreadsheets. With Fixed Asset Manager, enter fixed assets, calculate depreciation, and print reports. Enter asset purchases, or import a clients' Fixed Asset List. Compute depreciation for up to six asset bases including federal, state, book, and AMT. Compute Section 179 expense and luxury auto calculations. Project depreciation can be applied for the life of the asset. Automatically create journal entries for depreciation, as well as gains and losses from asset sales. Print 20 different reports, including asset schedules by General Ledger Account, location, and category. Also, print tax worksheets for Forms 4562 and 4797.

Calculate, allocate, and track loans in one place

Track all clients' loans in one place with Loan Manager. Create and manage loan amortization schedules.   Compute "what if" scenarios to help clients make better financial decisions about the loans and lines of credit that are right for them. Allocate the loan payment between principal and interest, and track the allocation over the life of the loan.

Save reports and forms as PDFs, and e-mail them directly from QuickBooks

Save professional looking reports and forms as PDFs, this will provide a convenient archive of prior reports such as bank reconciliations, trial balances, and ledgers.  E-mail forms and reports as well — directly from QuickBooks, making it easier to communicate with clients.

Track adjustments with Adjusting Entry feature and Adjusted Trial Balance report

Save time when tracking adjusted journal entries.  Use the new Adjusting Entry feature in the journal entry screen to record Adjusting Entries to clients' original balances. View clients' original balances, your adjustments, and the final adjusted balances in the Adjusted Trial Balance report.  Print all Adjusting Entries made during a specified period with the Adjusting Journal Entry report.

Integration with professional tax software

Integration with Intuit professional tax offerings makes it easier to be more accurate.  Export General Ledger balances to Lacerte® or ProSeries® tax software.  Lacerte and ProSeries software sold separately.

QuickBooks Accountant Edition 2004 includes the reports and features of all industry-specific Premier editions plus the features of Basic, Pro, and Premier 2004. Accountant Edition 2004 facilitates the manipulation of clients' files, no matter which QuickBooks 2004 financial software products the clients use.

Manage fixed assets from acquisition to disposition with integrated Fixed Asset Manager

Manage fixed assets with fewer spreadsheets directly from QuickBooks. With the new full-featured Fixed Asset Manager, fixed assets can be easily entered, depreciation calculated, and reports printed.  Enter asset purchases, or easily import a clients' Fixed Asset List. 

•         Depreciation can be calculated for up to six asset bases including federal, state, book, and AMT. 

•         Compute Section 179 expense and luxury auto calculations. 

•         Project depreciation can be determined for the life of the asset. 

•         Automatically create journal entries for depreciation, as well as gains and losses from asset sales. 

•         Print 20 different reports, including asset schedules by General Ledger Account, location, and category.  

•         Tax worksheets for Forms 4562 and 4797 can also be printed.

Calculate, allocate, and track loans with Loan Manager

Track clients' loans in one place.  Fewer spreadsheets will be needed with the new Loan Manager.  Create and manage loan amortization schedules.  Compute "what if" scenarios to help clients make better financial decisions about which loans and lines of credit are right for them. Allocate the loan payment between principal and interest, and track the allocation over the life of the loan.

Work on clients' files from anywhere with Remote Access

Data reviewing and inputting can be utilized without being tied to your desk. Work on clients' files from the Internet, and access files without exchanging disks or driving to a clients' offices. Remote access powered by WebEx™ is easy to use and protected. One 12-month basic subscription for remote access is included with Accountant Edition 2004 — valued at approximately $300.

Track adjustments with Adjusting Entry feature and Adjusted Trial Balance report

Save time when tracking adjusted journal entries.  Use the new Adjusting Entry feature in the journal entry screen to record Adjusting Entries to clients' original balances. View a clients' original balances, your adjustments, and the final adjusted balances in the Adjusted Trial Balance report.  Print all Adjusting Entries made during a specified period with the Adjusting Journal Entry report.
 

Improved reconciliation troubleshooting

The Reconcile Discrepancy report provides a means for searching of deleted and changed transactions to previously cleared transactions.  Quickly identify transactions that have been changed since the last bank reconciliation, so it's easier to correct them.  If there are significant discrepancies, the application allows for an undo of the previous reconciliation.  It is also possible to save PDFs of prior reconciliation reports.

Prevent prior period changes

Keep prior periods closed by password-protecting closing dates. Simply select the closing date, such as the end of a period or the end of the fiscal year, in a client's file. Then set a closing-date password to prevent changes to a closed period.  View changes made before the password-protected closing date in a convenient report.

Integration with professional tax software

Integration with Intuit professional tax offerings makes it easier to be more accurate. Export General Ledger balances to Lacerte® or ProSeries® tax software. Lacerte and ProSeries software sold separately.

QuickBooks Client Manager

$249.00

Avoid entering data twice

Reduce time-consuming double entry with the integration of QuickBooks financial software, Lacerte® and ProSeries® tax software, and Microsoft Outlook software programs.  Client Manager can synchronize contact information among these programs and help eliminate redundant data entry.  One central system reduces the risk of inaccurate data across multiple sources.

Work faster with one click access

Provides one-click access to some of the tools currently being used and the client information stored, so new software can be implemented without changing job procedures.  Jump instantly to Lacerte and ProSeries tax returns or transaction detail in QuickBooks.  Launch a Microsoft Outlook e-mail or Microsoft Word letter to a client.

Organize client information

View critical client information from one main screen. Quickly gain access to contact information, client history, ProSeries® and Lacerte® tax returns, recent QuickBooks transactions, linked documents, projects, appointments, and to-do's — from one screen.

Attach files to client records

Attach relevant document files such as tax returns, letters, faxes, e-mail messages, and spreadsheets to client records.

View and track recent communications history

Save client interactions and review them from a single screen — including notes, e-mail messages, letters, appointments, and more.

Customize data fields, organize client data, and store multiple forms of contact information

Create an unlimited number of custom fields to record and track information.  Organize clients by groups and categories, and filter and sort client lists, to-do lists, project lists, or communications history.  Store up to 10 different addresses, phone numbers, and e-mail addresses per contact.

Easily set up, learn, and use with Startup Wizard

Import data with the Startup Wizard so the application can be up and running in less than 30 minutes.  Choose the application you want to pull data from, and the type of data, such as Microsoft® Outlook e-mails, Lacerte® and ProSeries® tax returns, and QuickBooks financial transactions.  On-screen help is available.   The program also includes an intuitive design, including text links and back buttons.

Manage client relationships

Schedule appointments and link them to specific clients to facilitate follow through. Track project information, such as files and notes. Link clients and other contact types, such as vendors, to projects for quick reference.  Set pop-up alerts for to-do's and appointments so that entered engagements don't slip through the cracks.  Track critical information about clients, referrals, associations, projects, and more.

Grow your practice

QuickBooks Client Manager enhances client service — which can drive more revenue and grow your practice.

Software sold separately.  QuickBooks Client Manager will synchronize with QuickBooks Basic 2003 and 2004, QuickBooks Pro 2003 and 2004, and QuickBooks Premier 2003 and 2004, Lacerte® tax software 2003, ProSeries® tax software 2003, Microsoft Outlook 2000, 2002, Microsoft Outlook Express 5.5 and 6.0, and Microsoft Word 97, 2000, and 2002.  Apply the appropriate Client Manager update in order to enable 2003 tax software integration, which is available free-of-charge.  Client Manager will also import data from Lacerte tax software 2002 and ProSeries tax software 2002.  Other applications, such as Microsoft Access and Microsoft Excel, may be imported using a CSV (comma separated value) file format.

Client Manager is a stand-alone desktop software package that also works with QuickBooks financial software, as well as Lacerte® and ProSeries® tax software, Microsoft Outlook® and Microsoft Outlook Express messaging software.

Client Manager can be set up easily and in less than 30 minutes the data can be imported with Client Manager up and running. Plus, on-screen help on most pages makes it a quick and easy program to learn and use.

One screen access gives a comprehensive view of files and notes on one screen, data can be managed and tracked efficiently, respond to client questions faster, and get more detailed information at the touch of a key.  The critical client data is accessible from just one screen.

Client Manager is integrated with some of the applications currently use, new programs can be utilized without changing current business operations.  Client Manager synchronizes with Microsoft Outlook software and provides one-click access to the information contained in it.

Client Manager will synchronize with QuickBooks Basic, QuickBooks Pro, and QuickBooks Premier 2003 and 2004, Lacerte® tax software 2003, ProSeries® tax software 2003, Microsoft Outlook 2000 and Outlook 2002, Microsoft Outlook Express 5.5 and Express 6.0, and Microsoft Word 97, Word 2000, and Word 2002.

Data can be imported from all of the above and ProSeries and Lacerte tax software 2002.  Other databases are acceptable, such as Microsoft Excel, Microsoft Access, or Quicken® software, require formats capable of exporting CSV (comma-separated values), or text data files.

One screen can be used to view contact information and client history almost instantly. Plus, the application provides the ability to connect to linked documents, projects, tax returns, appointments and to-do's all on a single screen.

Client Manager features intuitive designs such as text links and back buttons, similar to those found on Web sites.  Questions can be answered via Client Manager’s on-screen help.

QuickBooks Customer Manager

$79.95

Customer Manager is a powerful customer information system that works with QuickBooks to help organize business-critical customer data more efficiently, intelligently, and profitably.

Strengthen customer relationships by having instant access to critical information

QuickBooks Customer Manager consolidates all the customer information into one system. This stand-alone software works with or without QuickBooks and Microsoft® Outlook.

Track critical information concerning customers, clients, donors, suppliers, contractors, referrals, associations, projects, sales leads, and more.

Find key customer data in one easy click

View contact information, customer history, recent QuickBooks transactions, linked documents, projects, appointments, and to-do's all on a single screen.  Track customer projects and relationships.  Store multiple forms of customer information.  Attach files, such as letters, faxes, e-mail messages, and spreadsheets, to customer records.

Strengthen customer relationships

One-click access to key customer data allows for quick responses to customers without making them wait while systems are being switched, or manually sorting through paper files.

Grow your business

Customer Manager gives you the tools to serve your customers even better.

Be more productive

Provides seamless integration with QuickBooks, Microsoft® Outlook and Microsoft® Outlook Express so that data doesn’t have to be entered twice.  One central system maintains key customer information and ensures that it is both accurate and up to date.

•         Attach relevant document files such as letters, faxes, e-mail messages, and spreadsheets to customer records.

•         Save and review all customer interactions from a single screen — including notes, e-mail messages, letters, appointments, and more.

•         Create custom fields to record and track information.

•         Organize contacts by groups and categories.  Filter and sort contact lists, to-do lists, project lists, or communications history.

Communicate with customers with one click by launching an e-mail message or Microsoft® Word letter.  Or set-up automated e-mail communications for thank-you notes, "keep-in-touch" messages, electronic birthday cards, and more.

Set-up, learn, and use with Startup Wizard

Be up and running in about 30 minutes by importing data with the Startup Wizard.  Onscreen help provides answers to questions quickly.  Find frequently asked questions on every page. Plus, the program includes an intuitive design, including text links and back buttons.

Manage customer information.

Customer Manager organizes customer data.

Schedule and link appointments to ensure you follow through with customers.

Store multiple forms of contact information: Store up to 10 different addresses, phone numbers, and e-mail addresses per contact.

Track customer projects: Keep all information about a project, such as files and notes, together on one screen.  Link customers and other contacts, such as vendors and contractors, to projects for quick reference.

Keep on top of appointments or important tasks by utilizing pop-up alerts for important to-dos and appointments.

Integrates with QuickBooks Financial Software, Microsoft® Outlook, and Microsoft® Outlook Express.  Use Customer Manager to view and schedule appointments in Microsoft® Outlook, or to view customer-specific transactions, records, or reports in QuickBooks Financial Software.

Customer Manager is a stand-alone desktop software package that also works with QuickBooks, Microsoft® Outlook and Microsoft® Outlook Express.

Customer Manager set up  is easy and in about 30 minutes data can be imported and Customer Manager up and running.  On-screen help on every page makes Customer Manager easy to learn and use.

Customer Manager integrates with Microsoft® Outlook and Microsoft® Outlook Express so business processes can remain the same. Customer Manager synchronizes with Microsoft® Outlook and Microsoft® Outlook Express and provides one-click access to information.

Customer Manager will synchronize with QuickBooks Basic, Pro, and Premier 2003 and 2004, Microsoft® Outlook 2000 and 2002 and Microsoft® Outlook Express 5.5 and 6.0.

Data can also be imported from other programs, such as Microsoft® Excel, Microsoft® Access, or Quicken, that allow for exporting in the CSV (comma-separated values) or text data file format.

QuickBooks Financial Statement Reporter

QuickBooks Financial Statement Reporter gives accountants the flexibility to quickly create professional-looking financial statements — all from within QuickBooks: Premier Accountant Edition.

1 User -  Full-version CD-ROM $319.95 

 5-Pack -  Full version, 5 CD-ROMs $1,115.95 

Select from over 20 report layouts

Select from over 20 financial statement layouts, including balance sheets, income statements, cash flow statements, and comparative and trend financial reports. Automatically pull in data from your clients' QuickBooks 2003 or 2004 financial files.

Supporting Documents

Title Page

Compilation

Review

Audit

Balance Sheets

Current Year

Current Year Two Column

Current Year with %

Current/Prior Year

Current/Prior Year with %

Current/Prior Year with Variance

Current/Prior Year with Variance and %

Income Statements

Current Period

Current Period with %

Current Period/Year

Current Period/Year with %

Current/Prior Period

Current/Prior Period with %

Current/Prior Period and Current/Prior Year

Current/Prior Period and Current/Prior Year with %

Current/Prior Period with Variance and

12 Months of Fiscal Year

Most Recent 12 Months

4 Quarters of Fiscal Year

Most Recent 4 Quarters

Statements of Cash Flows

Current Period

Current Period/Year

Current/Prior Period

Create supporting documentation — all within QuickBooks

Use the built-in word processor to create supporting documentation to accompany financial statements.  Create notes, title pages, and engagement letters.  Select from a list of standard compilation, review, and audit templates that automatically fill in company and client information.  Print supporting documentation as-is, customize, or start from scratch.

Edit financial statements per client

Eliminate double-data entry by customizing financial statements from within QuickBooks. Customize section and column headers; customize the footer and add up to three lines of text and change the positioning; easily change the column alignments, column widths, and fonts; and control indentations.

Expand and collapse account groups

QuickBooks Financial Statement Reporter provides control over how much detail to show. Show the detail by collapsing or expanding individual account groups.  Re-order accounts within account groups, or move accounts into different account groups for financial statement purposes only.  Easily create a supporting schedule of any collapsed account group.

Memorize clients' financial statements and update in seconds

Save customized financial statements and produce a complete set of updated financials in seconds by selecting a new statement date. Automatically update financial statements, all title pages, notes, and letters.

Change QuickBooks data and all statements update automatically

Financial Statement Reporter is integrated with QuickBooks: Premier Accountant Edition or QuickBooks Enterprise Solutions, so the data in financial statements is "live."  Make a change in the QuickBooks data and all statements update automatically.

The QuickZoom® feature allows you to  jump directly from an amount on the financial statement to the source data in the QuickBooks file.  Edit the amount, and the statement is instantly updated.

Print documents in the correct order

Choose the print order of documents, from opinion pages to financials.  Automatically number pages.  Use "smart" page breaks to keep sections together.

QuickBooks Premier

Professional Services Edition

QuickBooks: Premier Professional Services Edition is specifically designed to support the needs of professional services firms

Full-version CD-ROM $499.95 

 

Upgrade CD-ROM $379.95 

 

5-User Value Pack:

 

Full-version CD-ROM $1,499.95 

Upgrade CD-ROM $1,349.95 

Customized Proposal and Invoice Templates

New Professional Services invoice templates and a proposal template streamline proposal and invoicing process, while providing a professional look.  New invoice templates include Time & Expense, Fixed Fee, Invoice From Proposal, and Attorney's Invoice.

Access key workflows through the Professional Services-specific Navigator

One-click access to the most frequently used features and reports.  A new specially designed Professional Services Navigator graphically displays key business tasks.

Professional Services-specific sample files

There are four new sample files designed by professional services industry experts to optimize software functionality.  The sample files include: Consulting Firm, Law Office, Engineering/Architecture Firm, Graphic Design/Advertising Agency.  View the sample file that most closely matches a particular business to learn ways to tailor the system for a business.  Use the sample file to try new features without changing the current data file.

Eliminate double data entry

Track time spent on projects and transfer all or part of timesheet and description details to invoices.  Select any or all hours from a timesheet, and transfer them to the invoice with a few clicks.  No retyping.  No manual calculations.

More flexible billing rates

The Professional Services Edition allows for variable rates to clients and services, and the right rates are automatically applied to the client invoice.

Alerts help to deter under billing

Invoice creation includes an alert if the client or project has unbilled time or expenses. You can review the information and determine what you want to include on the invoice.

Save your invoices as PDFs

Invoice completion includes a variety of options; save the invoice, print and mail it, or email it to a client as a PDF.   The program provides a method to select the option preferred by the client.

The application also includes 11 new pre-built Professional Services-specific reports help manage business more effectively.  The reports provide a means to analyze profitability and accurately track costs with the Project Costs Detail and Unbilled Expenses by Project reports.  Users can review billable versus non-billable time with the Billed/Unbilled Hours reports and avoid under billing with Expenses Not Assigned to Projects and Unbilled Expenses by Project reports.  Improve project estimating and show remaining revenue on projects with the Billed vs. Proposal by Project report.

The following screens demonstrate some of the reporting functionality:

Manage resources and monitor productivity

View projects at a glance with the Project Status report, which will help manage resources and determine availability for new projects.  The program also includes Track Billed and Unbilled Time by Person, Project, or Activity to get a clear picture of how many hours have been billed to projects and how many hours remain to be billed.

Save reports as PDFs and e-mail them to clients

Professional Services Edition provides a means to export reports to Excel, save reports as PDFs, and e-mail the reports to your clients.

Get started quickly and easily with EasyStep® interview, new starter templates, and Industry Expert Tips

Set up the Professional Services Edition in about an hour by answering a series of questions within the EasyStep® interview process.

Includes six new starter templates to help set up accounting records

The Professional Services Edition includes six new starter templates, each based on a different type of professional services business.  Choose the file that most closely matches a business and QuickBooks automatically sets up the accounting records, including a Professional Services-specific chart of accounts, an item list for services, and pre-built reports. The six new starter templates include: Consulting Firm, Engineering Firm, Architecture Firm, Law Firm, Graphic Design/Advertising Agency, and Interior Design Firm.

Over 60 Industry Expert Tips to set up and use the software most efficiently

More than 60 Industry Expert Tips demonstrate how to get the most out of the financial management software. These tips are easily accessible in the Professional Services Help section.

Upgrade to the Professional Services Edition is easy for previous Quickbooks users

QuickBooks Premier Professional Services Edition will easily import current QuickBooks data into the new software. When upgrading to Premier Professional Services Edition, prompts guide the process of importing data from existing files.  Set up can be accomplished in less than an hour.

Access all the rich features available in QuickBooks Pro and Premier 2004

Professional Services Edition offers all the comprehensive tools of QuickBooks Pro and Premier 2004, including these key features important to professional services firms:

•         Remote Access powered by WebEx™ functionality provides the flexibility to access data from a client's office.

•         Vehicle Mileage Tracker helps organize vehicle expense information.

•         Fixed Asset Tracker collects depreciation information easily.

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