When you purchase a QuickBooks subscription you will
automatically get the following QuickPerks
- QuickBooks 2018 and free upgrades to the latest version of QuickBooks available when you renew your subscription going forward
- Email and telephone support included in your subscription
What makes QuickBooks the world’s favourite accounting software?
Every year QuickBooks updates their desktop accounting software for one important reason. We listen to what our loyal users like about the software, what they dislike about it, as well what new applications they think could make their QuickBooks accounting experience easier for both accountants and non-accountants.
The QuickBooks Desktop 2018 theme is all about getting more done, faster than ever. What’s more, when you combine these new features with the ones that are already in QuickBooks, your business has an incredibly powerful tool to manage its finances:
2018 Added Features
Multi Monitor Support
While you are managing your finances or to reconcile accounts, one may need to refer to multiple different forms and accounts. This can be simplified with the new multi monitor support. With this feature, users can view multiple windows of QuickBooks on multiple monitors.
Merge Multiple Vendors
QuickBooks 2018 allows you to merge vendors by consolidating multiple vendors into one. You can also search for duplicate vendors and merge their records together.
Switch between Accrual and Cash Basis
Selecting the right basis for accounting can be difficult for some businesses. Accrual basis has been the choice of medium sized organisations whereas cash basis is preferred by small businesses. With QuickBooks 2018, you can switch between the two through the Reports window.
New Keyboard Shortcut
New shortcuts have been added to boost the productivity of users. Through these shortcuts, complete lines of transaction can be copied and pasted.
Past Due Date Stamp
This feature highlights the fact that an invoice is past-due date. By customising this feature, your business will be able to improve its cash flow as it is automatically generated.
Chart of Accounts Search
In QuickBooks 2018 the search for accounts has been enhanced. Now it takes seconds to find a particular account rather than minutes. All you need to do is type in a partial name, full name or account number and there it is.
As your financial information is confidential, its security is essential. This has been an ongoing focus of the QuickBooks development team for a long time. With QuickBooks 2018, we have further secured email integration as well as Personally Identifiable Information, which has been further encrypted through the use of passwords.
Which QuickBooks Desktop & QuickPerks
does my business need?
QuickBooks have created different packages/suites for you to choose from, these suites are aimed at different business types with different pricing structures to make sure that it fits in with your needs as well as your budgets.
QuickBooks Pro allows you to manage your business accounts simply and easily.
QuickBooks Pro is aimed at all business sizes, from small to medium, to growing businesses. QuickBooks Pro is the starter package, but is by no means an ‘entry level’ product. The Pro suite has everything you need to run a successful business. QuickBooks Pro has the ability to be upgraded to the more advanced versions as your company grows and needs more advanced options added.
QuickBooks Premier is a fast and complete finance solution.
QuickBooks Premier is aimed at all business sizes, from small to medium, to growing businesses. QuickBooks Premier is the next level with added features like ‘Advanced Stock Management Tools’ and ‘Business Planning Tools’. So if your business is a business that relies on stock management and control, then QuickBooks Premier is the package designed for your company.
Need all of QuickBooks? The QuickBooks Accountant is for you. It boasts with all the features of Premier and more.
QuickBooks Accountant is a suite that incorporates all the goodness from both Pro and Premium but has the ability for 30 users to access the quickbooks software which is why it is aimed at the Accountant firms. It may be aimed at the accountant firms for this specific reason but it by no means limits it to Accountants only, this package can be use by ALL businesses that would like to be in complete control.
|“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|
|Chart of Accounts customised for your industry|
|New: Multi-monitor Support 4|
|New: Past due date stamp in invoices|
|New: Search in Chart of accountants|
|New: Cash-accrual toggle on reports|
|Search Types - Customer Type and Vendor Type|
|Search as you type|
|Improved Multi user mode – switch to single user mode easily. See who is logged in and give them time to save work1.|
|Easier Amount search|
|Show Applied Filters on Reports – quickly view all applied filters on a report|
|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|
|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|
|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|
|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|
|Track Stock, set reorder points & create Purchase Orders|
|Attach documents pertaining to stock using the Doc centre.|
|Create sales orders|
|Manage back orders using the Sales Order fullfilment worksheet (not available if multi-currency enabled)|
|Generate Sales Orders from Estimates|
|Generate Purchase Orders from Estimates|
|Generate Purchase Orders from Sales orders|
|Easily set prices and determine discounts by customer or job (fixed %)|
|Easily set prices and determine discounts by customer or job (per item)|
|Build and Track Inventory Assemblies to Finished Goods|
|Units of Measure – buy, sell stock in different units|
|Set maximum order levels in addition to the existing minimum reorder levels.|
|Store Manufacturers Part Numbers on Items|
|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|
|Credit memo exhange rates automatically change to match Invoice exchange rates|
|Invoice templates show home and foreign currency totals|
|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)|
|Create Accountant Copy Changes (.QBY)|
|QuickBooks File Manager – managing multiple data files|
|Entering Cheques in a batch|
|Password Protected Closing Date|
|Auto Reverse of Journal entries|
|One Click Journal History|
|Adjusted TB, Adjusting Journal Entries Report|
|Financial Statement designer|
|Toggle between different editions of QuickBooks (Pro and Premier 2017)|
|Track your Balance Sheet by Class|
|Open two different company files simultaneously on same machine|
|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|
- Requires the purchase of additional licenses. Pro/Premier 5 concurrent users, Accountant 30 concurrent users.
- QuickBooks UK Desktop is not an online application. It can however be accessed on Cloud using Windows Remote Desktop Protocols (Terminal Services)
- QuickBooks UK Desktop is Windows based – cannot be directly installed on Mac or iPad. For Terminal Server purposes we recommend , Windows Server 2008/ 2008 R2, Windows Server 2012/ 2012 R2 therefore making it ‘Cloud friendly’.
- Up to 3 monitors support. Not available in a hosted environment.
- Microsoft Office Compatibility: Email requires MS Office Outlook 2007, 2010 or 2013 or 2016 (Click-to-Run not supported). Letter Writing requires MS Word 2007, 2010 , 2013 and 2016. Excel integration requires MS Excel 2007, 2010 , 2013 and 2016. 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).
New! Net Tax Gross totals reporting – Replaced with Net to Gross pay calculation
- Third party applications that are compatible with the UK versions of QuickBooks
- Not available when Multi-currency is enabled