QuickBooks 2017 – Detail Product Comparison

Pro Premier Accountant
Multiple Companies
Multiple Users 1 (Requires the purchase of additional licenses)
Online Application 2 X X X
OS 3: Client- Vista, Win 7 (32/ 64 bit) & Win 8 (32/ 64 bit) , Win 8.1 & Win 10 (preview). Server- Windows Server 2003, 2008, & 2012 / 2012 R2
Easily Get Started
“Welcome to QuickBooks!” for first time users – featuring general tips & to-do’s.
Quickly get started with common tasks using the Quick Start Centre
Easy Step® interview to get you up & running quicker when creating a new company
Help and Live Community
Quick navigation using the Shortcut bar, Icon bar and Menu bar
QuickBooks Coach and Video Tutorials
Create a new company file by copying preferences and lists from existing company file X X
Chart of Accounts customised for your industry
Organise and complete everyday tasks
NEW: Search Types – Customer Type and Vendor Type
NEW: Search as you type
NEW: Improved Multi user mode – switch to single user mode easily. See who is logged in and give them time to save work1.
NEW: Easier Amount search
NEW: Show Applied Filters on Reports – quickly view all applied filters on a report
NEW: Deleted users on Reports – Now you can see users that you have deleted on all reports by username, no longer seeing “unknown” as the user
NEW: Scheduled Reports – QuickBooks now allows you to set up a schedule to automatically email memorized reports
Bill Tracker – Simplify Supplier expense tracking by visualizing flow of Supplier-related transactions
Batch Delete Transactions – Invoices / Cheques / Bills 7 X
Insights on Homepage – track your business health
Bulk Remove – Send Forms & print Queue 7
Customer Lead Centre – Track leads and convert easily to a customer
Quickly locate an account, report, or invoice with QuickBooks F3 Search
Stay on top of your receivables with the ‘Income Tracker’
Add or edit multiple lists by copying from MS Excel in spreadsheet view 4
Setup multiple email templates.
Email customer payment receipts
Email memorized report groups in batch
See all your customer information at a glance with the Customer Snapshot
Payment Snapshot: one place to view payment flows
Create an invoice for multiple customers in single window with batch invoicing
Easily manage reports with new Report Centre
Run reports and back up data while others work in the same company file
Duplicate sales and purchase transactions and list items
Progress invoicing and automatic recharge of expenses
Integrate QuickBooks data with other applications6
Customisable reports and graphs 100+ Reports 135+ Reports 135+ Reports
Alerts Menu. Stay on top of important tasks
Short Term Cash Flow Projections
Create a Budget
Company Snapshot shows key performance indicators for your business
Set billing rates by employee, customer/client, position or service X
Efficiently manage stock
Track Stock, set reorder points & create Purchase Orders
Stock Centre X
Attach documents pertaining to stock using the Doc centre.
Create sales orders X
Manage back orders using the Sales Order fullfilment worksheet (not available if multi-currency enabled) X X
Generate Sales Orders from Estimates X
Generate Purchase Orders from Estimates X
Generate Purchase Orders from Sales orders X
Easily set prices and determine discounts by customer or job (fixed %)
Easily set prices and determine discounts by customer or job (per item) X
Build and Track Inventory Assemblies to Finished Goods X
Units of Measure – buy, sell stock in different units X
Set maximum order levels in addition to the existing minimum reorder levels. X
Store Manufacturers Part Numbers on Items
Trade in multiple currencies
Download currency exchange rates
Support for over 140 currencies
Exchange rate history calendar
Create Summary Reports in Home and Foreign values
Set multiple foreign sales prices for items X
Credit memo exhange rates automatically change to match Invoice exchange rates
Invoice templates show home and foreign currency totals
VAT Managment
South Africa VAT201
Report VAT liability on a Cash (payment) basis
Report VAT liability on a Accrual (invoice) basis
VAT Centre for easy access to common VAT tasks
VAT Setup Wizard to change / add new VAT rates
Access prior VAT returns once a period has been filed offline. (Online filing avail only in UK)
Accountant specific tools
Audit Trail
Create Accountant Copy Changes (.QBY) X X
QuickBooks File Manager – managing multiple data files X X
Accountant Centre X X
Entering Cheques in a batch X X
Password Protected Closing Date
Auto Reverse of Journal entries X
One Click Journal History X X
Adjusted TB, Adjusting Journal Entries Report X X
Financial Statement designer X X
Toggle between different editions of QuickBooks (Pro and Premier 2017) X X
Optimised for multiple users and locations
Track your Balance Sheet by Class X
Open two different company files simultaneously on same machine X X
Set basic permissions levels to control user access
Multiple User Access (Purchase of additional licenses is required) 1 Up to 5 users 1 Up to 5 users 1 Up to 30 users 1
Multiuser tools (backup and file locking)
QuickBooks Instant Messenger
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Foot notes:

  1. Requires the purchase of additional licenses. Pro/Premier 5 concurrent users, Accountant 30 concurrent users.
  2. QuickBooks UK Desktop is not an online application. It can however be accessed on Cloud using Windows Remote Desktop Protocals (Terminal Services)
  3. QuickBooks UK Desktop is Windows based – cannot be directly installed on Mac or iPad. For Terminal Server purposes we reccomend Windows Server 2003 Standard (SP2), Windows Server 2008/ 2008 R2, Windows Server 2012/ 2012 R2 therefore making it ‘Cloud friendly’.
  4. Microsoft Office Compatibility: Email requires MS Office Outlook 2007, 2010 or 2013 (Click-to-Run not supported). Letter Writing requires MS Word 2007, 2010 and 2013. Excel integration requires MS Excel 2007, 2010 and 2013. Outlook synchronization requires QuickBooks Contact Sync for Outlook (www.quickbooks.com/contact_sync/) – requires MS Outlook 2007 & 2010 (2013 not supported). QuickBooks Statement Writer requires MS Excel 2007 and 2010 (2013 not supported).
  5. The ‘Send file to Accountant’ facility, assumes user already has a service such as dropbox in place and setup. It places accountants copy or Portable Company File in the specific folder configured for services such as dropbox.
  6. Third party applictions that are compatible with the UK versions of QuickBooks
  7. Future product releases (updates)