QuickBooks Desktop Software Reviews | .Download a trial of QuickBooks Desktop

QuickBooks Desktop Software Reviews | .Download a trial of QuickBooks Desktop

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It appears that JavaScript is disabled in your web browser. Please enable it to have full system functionality available. Use the comparison chart below and read the reviews from our own tests to determine which version of QuickBooks Desktop is the best fit for you and your business.

Click here to compare all QuickBooks products. QuickBooks customers have two versions of the software to choose from, Online and Desktop. While Intuit has been trying to push customers toward the online version, many businesses and bookkeepers still prefer QuickBooks Desktop. Intuit is always eager to receive requests for improvements and new features from their users. Likewise, they want to see their clients confidently get more done using QuickBooks products, which is why QuickBooks Desktop is one of the most widely-used accounting software solutions among small businesses.

To preserve their patronage, they have fulfilled some of the most requested product improvements and changes. As it was previously easy to mistakenly overpay for these benefits, there is now a warning feature that displays an alert when your employee has used more sick time than they have been allotted.

Issue : The balance sheet often did not match the Inventory Item Summary report. By default, inactive items were not listed in the inventory item summary report, however the inventory total would include inactive items in the total on the balance sheet, which created an inventory asset account balance that did not match across different reports.

This item has a quantity on hand other than zero. Then create an inventory adjustment to make the quantity on hand zero. This new feature allows for more clear communication between you and your clients about their open receivables, making sure that payments are processed within the agreed time frame.

You can now apply credits from one job to another of the same customer. A new column on the Apply Credits window displays the Customer and Job, which the credit is currently assigned to. It is listed as inactive and zeros out — users should not select it during normal transaction entries.

Trackable payroll items only include: hourly payroll, annual salary, bonus rate and commission items. Information provided in the history tracking report includes: pay periods, paycheck dates, payroll earnings items, previous rates, percent of changes, and the exact amounts of each payroll-earning item paid in previous paychecks.

This feature was added to the update a few months after its release, during maintenance. While it is not technically new, some users are still unaware of it, which is why it has been added to the list of updates and improvements.

Admin now has more options when modifying the roles of users, controlling what they have permission to view, such as transactions and sensitive payroll information. The process keeps all transactions and only removes the audit trail, which takes up a large percentage of your file size.

It also cleans up a few performance logs and technical details from behind-the-scenes that will not be missed. Now you can rest easy knowing your files can be condensed without deleting valuable list elements or summarizing lengthy transactions. You no longer need to manually check IIF imports for mistakes.

Any failures will now be listed in a report. The improved import method uses the SDK interface to insert data, including lists and transactions. The SDK interface already has the required validations and business logic that determine how data can be created, stored and changed by automatically encoding QB business rules.

Not only are data backups now faster as a result of behind-the-scenes technology advancements - Intuit has also made it easier to schedule automatic data backups of QB company files. With the new data protection system you can:. Which type of email notifications you would like to receive, including: 1 The backup fails, 2 The backup is successful, 3 The backup takes longer than a selected number of days, or 4 Other critical issues arise.

If you are to receive an email notifying you of any of the previously mentioned issues, it will include steps to take to correct the action. The improved inventory receiving process helps to reduce data entry errors and optimizes your workflow by utilizing the Purchase Order Worksheet, which ensures that all details of an order are clearly communicated from the QB Enterprise file to the warehouse worker and back again. The PO Worksheet creates clear communication and accuracy throughout the inventory receiving process.

An Internet connection is required for both the QB Enterprise file as well as the warehouse location. The optimized workflow is as follows:. Note: The worksheet can be used on mobile devices, but can also be used manually with a printout.

Simply put, the process of fulfilling sales orders has been enhanced by giving users a single worksheet on which they can manage all fulfillment aspects including the three major steps: pick, pack and ship. The process is now more flexible and can be customized to fit the respective needs of various business models.

Customer Sales Orders are now more efficiently fulfilled and accurate. Once the new worksheet is enabled and a mobile device is connected, the pick, pack, and ship workflow should be smoother than ever. The following features are examples of how intuitive the new Sales Order Fulfillment Worksheet is, in the sense that it provides insight and access to the order fulfillment process. The improved dashboard allows you to see a snapshot of your sale order statuses and more vie the following filters : Search for a specific customer or sales order, Date range, Fulfillment sites, and Whether or not the order is fulfillable.

You can now select multiple sales orders and do Batch Actions where before you could only do one order at a time. Additionally, an internet connection is required for the QuickBooks file and at the warehouse. The pack and ship workflow is available with QuickBooks Enterprise. For both workflows Advanced Inventory must be enabled. The first Mac update since includes the following improvements and additions:. Transfering your QB Program and Files to a new computer is no longer a long, laborious process.

Now all you need is your old computer, new computer, an internet connection and a USB flash drive with MB of free space. You can only use this tool to transfer up to three company files, so unfortunately this awesome new migrator function is only awesome for smaller operations.

But on the upside, QBs will download the latest version of whichever product you already have when you use this tool. As the name implies, Desktop is software linked to your physical computer. Although QB Desktop is not as modern as its cloud based sibling, it is still the more powerful and full featured tool. Those features include the ability to create invoices, track sales and expenses, manage accounts payable, and create one-click sales and tax reports — also features that come with the online version.

QuickBooks Desktop also offers features not currently available with QuickBooks Online including advanced inventory tracking, industrys-specific reports and the ability to calculate and rebill job costs and calculate discounts by customer. While Intuit makes the case that QuickBooks Desktop is more limited, many QuickBooks Desktop users note that it is a much more robust product in terms of offering more report options, analytical capabilities, and future forecasting.

Some bookkeepers also like that Desktop lets you keep multiple screens open in the background, so you can easily switch back and forth between reports, bills, and vendors. You have three choices: Basic, Enhanced, or Assisted Payroll. If you already have Payroll as standalone software, it will export transactions to QuickBooks Desktop. QuickBooks Desktop Pro is for those who want the comprehensive features of the best bookkeeping software for small businesses, but do not need the ability to forecast sales and expenses or create a business plan within the software.

Also, unlike the Online versions, this software will save a local copy of your books to your hard drive, which users will find especially valuable if your Internet connection gets disrupted or the Intuit website goes offline. New for QuickBooks : QuickBooks Desktop software now lets you see invoices, billing dates, and other scheduled tasks in an integrated calendar view. They have also added the Document Center which will let you scan and attach receipts, estimates, and other documents to invoices and customer files.

Another addition is a " Lead Center" that allows you to manage valuable business leads and transfer them easily into the "Customer Center" with a single click.

Also with this new release, all Desktop software comes with Industry-specific report templates created by other QuickBooks users that you can populate with your own financial data in one click of the mouse. Keeping your exported reports in Excel up-to-date has been made easier as well. By connecting these files with your QuickBooks software, all you have to do is refresh the Excel file and your reports are automatically updated every time you need it. A few more additions to the QuickBooks software are covered in the detailed review.

Number of User Accounts. Free Trial. No, but. Unlimited Customer Support. Ease of Use. Managerial Features. Number of Reports. Online Access. Prints Checks. Creates Invoices. Uploads Bank Files. Tracks Inventory. Helps Create Tax Forms. Industry-Specific Reports. This bookkeeping software is truly all a small business could ask for with its robust feature set, including more than detailed reports, industry-specific files, menus, and accounts and the ability to create sales and expense forecasts and business plans.

New QuickBooks Features : QuickBooks Desktop software now lets you see invoices, billing dates, and other scheduled tasks in an integrated calendar view. Another addition is the Lead Center that allows you to manage valuable business leads and, once they become a customer, transfer them easily into the Customer Center with a single click.

A few more additions to the QuickBooks software are covered in our detailed review. Read Full Desktop Premier Review. Small Business Solutions and Tools.

StartUp Guide. Compare QuickBooks Desktop Products Use the comparison chart below and read the reviews from our own tests to determine which version of QuickBooks Desktop is the best fit for you and your business. Visit Site. QuickBooks Desktop Updates Intuit is always eager to receive requests for improvements and new features from their users.

Transfer Credits Between Jobs of the Same Customer You can now apply credits from one job to another of the same customer. Available with: QuickBooks Enterprise 8. Improved Intuit Data Protection Not only are data backups now faster as a result of behind-the-scenes technology advancements - Intuit has also made it easier to schedule automatic data backups of QB company files. With the new data protection system you can: Choose how often to backup your data.

   


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