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.
IMPROVED! Save your worksheet formatting when you export QuickBooks reports to Excel
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.
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.
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.
NEW! Access industry-specific report templates created by other QuickBooks users
Now QuickBooks gives you access to Contributed Reports in your industry, created by other QuickBooks users. Search by industry, user rating and popularity. Choose the template you like and QuickBooks will populate the report with your business data in one click.
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.
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.
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.
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.
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.
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.
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.
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.
Create email estimates, invoices, reports
Send e-mail directly from QuickBooks using MS Outlook & Outlook Express.
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.
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.
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.
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.
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.
Import from prior versions of QuickBooks
At least 2.4 GHz Intel Pentium III (or equivalent) with 2 GB of RAM.
- Operating System 32-bit or 64-bit edition of Microsoft® Windows® XP/Vista/7
- Processor 2.0 GHz Intel® Pentium III (or equivalent)
- RAM 1 user: 1 GB RAM (2 GB recommended for multiple users).
- Hard Disk 2.5 GB of disk space (additional space required for data files)
- Browser Microsoft® Internet Explorer 7.0
- Monitor At least 256 color SVGA video. Minimum resolution for 1024×768
- CD-ROM Drive 4X CD-ROM
- Printer Works with any printer supported by Windows XP/Vista/7
- Internet All online features/services require Internet access with at least a 56 Kbps modem (DSL or cable modem recommended)
- Product Registration Required
Adobe Acrobat Reader 6.0 or later.
Microsoft Office integration requires Microsoft Office 2003, 2007 or 2010. Microsoft Outlook, Word and Excel synchronization requires Outlook, Word and Excel 2003, 2007 or 2010 (inc. 64 bit) & the QuickBooks Contact Sync for Outlook tool, available for free at www.quickbooks.com/contact_sync
Optimized for Windows Server 2003 & 2008 networks, and Windows XP Pro /Windows Vista/Windows 7
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