Quick books premier nonprofit edition 2009 [old version]Document Transcript
REVIEWS - QuickBooks Premier Nonprofit Edition2009 [OLD VERSION]ViewUserReviewsAverage Customer Rating3.4 out of 5Product FeatureSave time on everyday tasks like paying bills andqrecording donationsTake advantage of easy tools for customizingqdonor communications and informationEasily demonstrate financial accountability to yourqBoard of DirectorsThe Company Snapshot lets you getqup-to-the-minute information on income &expenses, vendor balances, and importantreminders all on one screenRead moreqProduct DescriptionQuickBooks Premier Nonprofit Edition offers accounting and donation management tools tailored for nonprofits.In addition to saving you time on everyday tasks, Nonprofit Edition makes it simple to demonstrate financialaccountability to your Board of Directors, manage expenses and identify important donors. You can also accesstools to cultivate donor relationships and monitor program budgets. Read moreProduct DescriptionPremier Industry Edition offers industry-specific features and financial planning software to take your businessto the next level. Monitor and gain insights into your business performance. Easily manage customers, vendorand employee info. Business planning tools are tailored to help you grow your business.
Designed for nonprofits. Click to enlarge.Designed For NonprofitsDemonstrate financial accountability to your Board of Directors with the Statement of FinancialIncome & ExpenseDemonstrate financial accountability to your Board of Directors with the Statement of Financial Income &Expense and 990 form. Give your Board an overview of your organizations financial status with the Statementof Financial Income and Expense.Access all the data to complete your 990 form in one reportMake it easy for you or your accountant to prepare the IRS Form 990 by letting QuickBooks total and organizeall your finances according to IRS requirements. The Statement of Functional Expenses--990 matches the IRSForm 990. Just transfer the totals to the form and youre done.Monitor program funding with budgets and budget versus actual reportingOnce youve set up your budget, you can compare it to your actual performance with almost no effort--justopen the budgets versus actual reports from the Report Center and see where you stand.Identify key donors with the Donor Contribution SummaryThe Donor Contribution Summary report shows you a list of all your donors and their contributions through theyear. Use this report to recognize loyal donors and create year-end donation statements for your donors.Track financial information in one placeTrack sales & expensesGet rid of the piles of paperwork. Easily enter customer payments & bills from vendors. Since QuickBooksorganizes everything in one place, youll be able to access all past payments & bills for each customer andvendor with just a few clicks.
Access all the data to complete your 990 form in one report. Click to enlarge.Monitor program funding with budgets and budget versus actual reporting. Click to enlarge.Identify key donors with the Donor Contribution Summary. Click to enlarge.Reduce data entry by downloading your bank & credit card transactions into QuickBooks. Click to enlarge.
Create purchase orders. Click to enlarge.Generate reports with one click to see how your business is doing. Click to enlarge.Manage payroll & payroll taxes; offer Direct Deposit (paid subscription required). Click to enlarge.Pay bills & print checksEasily create and print checks. Aggregate all your checks to be paid and print them in one batch. QuickBookswill keep track of each check so you can keep tabs on where your money is going.Create & e-mail invoicesUse the data you already have in QuickBooks--such as customer contact info & products/services--to make
creating invoiced a snap. Choose from pre-designed QuickBooks templates or customize the layout yourself.Organize data on customers, vendors, and employees all in one placeNo more hunting through piles of files or trying to remember where you stashed that important paper.QuickBooks organizes all your important small business information in one place, giving you easy access to acomplete picture of your business.Import data from Excel, Quicken/ Quicken for Mac, and Microsoft Office AccountingGet up and running fast by importing data from the tool you use to track your finances now. However little ormuch data you currently have, you wont have to start over from scratch.Save time & be more efficientReduce data entry by downloading your bank & credit card transactions into QuickBooksSave time and avoid data entry errors. Instead of typing in your bank and credit card transactions, downloadthem securely from over 3000 participating financial institutions and easily import them into QuickBooks.Enter bills and set due-date remindersQuickBooks helps you ensure you pay your bills on time. Record bills as they come and set a reminder to makesure you pay before the due date.Export data into ExcelExport data from QuickBooks reports to Excel spreadsheets so that you can do more complex analysis orgraphing in Excel.Track international sales & expenses with multiple currency supportQuickBooks supports all global currencies and does all the currency calculations for you. You can evendownload exchange rates or do wire transfers from right in QuickBooks.Manage products & inventoryCreate purchase ordersYou can create purchase orders in seconds by selecting from vendors and inventory already in your QuickBooks.When you get the inventory in-house and record it in QuickBooks, QuickBooks will remember you have an openpurchase order and automatically match the PO to the inventory bill.Track inventoryEasily track your inventory to avoid overbuying and backorders. Indicate re-order points for each inventorygood and turn on reminders to automatically let you know when its time to reorder.Advanced Tools to track raw & finished goodsQuickBooks Premier and Enterprise Solutions help you address your more complex inventory & productmanagement needs including: tracking both raw materials & finished goods, adjusting inventory as youcreating bills of material (BOMs), and receiving inventory in one unit of measure and selling in another.Monitor performance & gain insightsGenerate reports with one click to see how your business is doingGet pre-designed, customizable business reports to gain insights into your business. See all available reports inone screen to easily choose the right one. Drill down with one click to see the detail behind the numbers.Export any report to Excel--your QuickBooks formatting and formulas go with it. Access industry-specific reportsIn QuickBooks Premier and Enterprise Solutions.Create budgets to keep your business on trackCreate a working budget automatically, based on your recent spending history. Adjust figures individually oracross line items. The spreadsheet-style format makes it easy to see the results of your changes. Refer back tothe budget to see how your actual spending compares to your original budget.Get a real-time snapshot of your business, in one central location with the Company Snapshot
Stay on top of your business- see who owes you money, who you owe money to, important reminders, andincome/expense performance, all in one centralized locationEasily create a business plan; Forecast sales and expensesBuild a professional business plan quickly by answering step-by-step questions. QuickBooks fills in the numbersbased on your QuickBooks data. You can export the projections to Excel for further analysis or save it as a PDFfile. Click a button to create a forecast of income and expenses for the coming year, based on your existingQuickBooks data. Increase or decrease line items by any percentage to adjust for future changes.Manage EmployeesManage payroll & payroll taxes ; offer Direct Deposit (paid subscription required)Intuit QuickBooks Payroll Services, QuickBooks Payroll for Mac powered by PayCycle, and Payroll for QuickBooksOnline save you time by eliminating steps and giving you the tools to get your payroll done right.Automatically populate and print 1099s for independent contractors and federal filingCreate and print 1099 tax forms for you and your independent contractors.Track time & billingTrack employee time and expensesTrack time by employee, service, and customer with timesheets in QuickBooks. When you select a client to bill,QuickBooks automatically reminds you of unbilled time and expenses for that client.Assign different billing rates for different types of employeesQuickBooks provides the flexibility of setting different billing rates by employee and service type. You can set afixed hourly rate for each employee or create custom hourly rates by service.Allow employees to enter billable & non-billable time online, from anywhere with an internetconnectionTime tracking is automatically included with QuickBooks Online Plus. Time Tracker for QuickBooks Pro andPremier, an optional subscription service, is the fastest, easiest way to collect and record billable andnon-billable hours into QuickBooks Pro and Premier for accurate invoicing, payroll and reporting purposes. Nomore paperwork! Employees or contractors only need an internet connection to submit billable hours Downloadtimesheets right into QuickBooks with one click.Attract Customers & Manage Customer RelationshipsTrack customer information and related transactionsKeep customer contact and transaction information in QuickBooks, so you can follow up on past-due accountsand answer customer requests faster. See contact information and complete transaction history for anycustomer.Accept credit card payments right in QuickBooksProcess credit card approvals right in your QuickBooks software. If you use Intuit QuickBooks Merchant Services,the data is automatically recorded in QuickBooks when you make a sale. And, it has no teaser rates, no hiddenfees, no cancellation fees, and no long-term contracts.
Track employee time and expenses. Click to enlarge.Track customer information and related transactions. Click to enlarge.Work simultaneously with other QuickBooks users on your company file. Click to enlarge.
Ask questions and get answers from experts and other small businesses like you, through Live Community,right in QuickBooks. Click to enlarge.Easily create a professional website with customizable templates and drag-and-drop tools.Save time with easy-to-use website creation tools including customizable templates, one-click publishing, andwebsite hosting. Everything is included to get your site live within minutes. Point-and-click, drag-and-drop tools.Know how well your site is doing with website tracking and statistics.Create & customize professional-looking invoices and other forms with advanced customizationtoolsCreate professional-looking forms by choosing from more than 100 expertly designed forms, including invoices& sales receipts. You can also customize the templates by adding your company logo and tag line to presentyour business uniquely to your customers.Create sales orders & track back ordersQuickBooks helps you and your customer keep track of backordered items. Invoices, sales orders, and othersales forms show which items have been invoiced, which items have been backordered, and the quantitiesbackordered.Set price levelsQuickBooks Premier and Enterprise Solutions help you address your more complex pricing needs such ascustomize prices for different groups of customers or jobs (i.e. corporate, loyal, high-volume, etc.) with moreprice levels (up to 100).Multiple Users & Multiple LocationsWork simultaneously with other QuickBooks users on your company fileMultiple-user functionality enables more than one person to work on a company file at the same time,increasing collaboration and productivity. It ensures that all users are working on the most up-to-date data.Set individual access levels for each userRestrict access for other users to only certain parts of your QuickBooks data so that employees only see thedata they need to get their work done. For QuickBooks Pro and Premier, you can restrict access to 9 broadcategories. QuickBooks Online Plus and Enterprise Solutions restrict access on a more detailed level to specifictasks and information. Customize each users access level to view-only, create, modify, delete, print or anycombination thereof for Enterprise Solutions.Real time remote multi-location access service includedAccess your QuickBooks data remotely. Remote access is automatically built into your QuickBooks Onlinesubscription, so theres no need to send files back and forth. For QuickBooks Pro and Premier, get up to 1 yearfree access to your QuickBooks data through WebEx. You can use Windows Terminal Services with EnterpriseSolutions to allow password-protected access by authorized users.
Support for your product & dataAsk questions and get answers from experts and other small businesses like you, through LiveCommunity, right in QuickBooksAsk a Question: Ask QuickBooks users like you for help on anything from how to use QuickBooks to how to growyour business. Chances are, someone else has had the same question you do. Discover Answers: See whatothers are talking about. You will be able to see Questions & Answers relevant to what youre looking for, soyou can find your answer right away. Help Others: Give advice and share your own knowledge of QuickBooks.Industry Specific FeaturesCreate customizable reports designed for your industryAccess over 150 industry-specific reports In QuickBooks Premier and Enterprise Solutions such as:--Profitabilityby Product for manufacturing and wholesale businesses--Job/ Project Costs for professional services firms &contracting businesses--Donor Contribution Summary for nonprofit organizations--Sales Tax Liability for retailbusinesses.Easily Get StartedImport Data from ExcelExcel templates make it easy for you to import your existing customers, vendors, or product information intoQuickBooks. You can also assign each column in your existing Excel spreadsheet to a correspondingQuickBooks column. Save these settings to use again the next time you want to pull in data. You can evenpreview your data before you transfer it.Import Data from Quicken, Peachtree, and Microsoft Office AccountingAccess the Quicken conversion tool in QuickBooks to convert your data from Quicken 1998 through 2007. If youare currently running your business using Peachtree 2001-2008, Microsoft Small Business Accounting 2006,and Microsoft Office Accounting/Office Accounting Express, you can also easily convert your data intoQuickBooks 2009.Get Set Up and Running QuicklyAnswer a few basic questions, and get a customized setup you can change at any time.Step-by-step Coaching for New Users to Help you Learn QuickBooks FasterGet up to speed on QuickBooks easily. The QuickBooks Coach guides you step by step, so you can learn how touse QuickBooks features faster and explore QuickBooks as you enter your data.Get set up and running quickly. Click to enlarge.
Step by step coaching for new users. Click to enlarge.Learn QuickBooks quickly with built-in tutorials. Click to enlarge.Find answers fast. Click to enlarge.
Connect with other QuickBooks users and experts. Click to enlarge.Learn QuickBooks Quickly with Built-in TutorialsLearn QuickBooks skills as you need them--in your own time, at your own pace. The built-in Learning Centeroffers short tutorials on basic and advanced features to help you get the most out of QuickBooks.Upgrade your QuickBooks EffortlesslyEasily transfer your existing data file into QuickBooks 2009. Your company file and preferences will transferautomatically. In just a few steps, you can start working in QuickBooks using your information, includingcustomer lists, vendor lists, balances, and inventory lists.Get Help When You Need ItFind Answers FastHelp functionality allows you to find the information you need quickly and easily. Youll find answers to mostquestions in QuickBooks in-product, onscreen Help. Type a question, choose from a list of topics, or search bykeyword.Connect with Other QuickBooks Users and Experts to Get Help and Share IdeasConnect with a vibrant community of QuickBooks users, QuickBooks experts, accountants, and Intuitemployees. Instant access to a wealth of questions and answers to assist with QuickBooks and small businessproblems.ReportsWith QuickBooks reports, youll always know where your business stands. See who owes you money and howmuch. Find out who your best customers are and what theyre buying. Learn where your business is profitableand where youre losing money. You can also customize report templates to best meet your needs.QuickBooks Premier ReportsProfit & Loss StandardHow much money did my company make or lose over a specific period of time?Inventory Stock Status by VendorWhat is the detailed information about each inventory item, organized by vendor?Purchases by Item SummaryFor each item or service, how many has my company bought, and what is the total amount spent?A/P Aging DetailWhich bills are due and overdue?Profit & Loss Budget PerformanceHow do the actual income and expenses compare to what has been budgeted for the current month and year?
Statement of Cash FlowsWhat was the cash inflow (from profit and additional cash received) and cash outflow (cash spent) during aspecific period of time?Income Tax DetailWhat transactions make up each amount on my companys income tax forms?Forecast OverviewWhat are my companys forecasted income and expenses each month?Forecast vs. ActualHow did my companys forecast compare with its actual performance?Closing Date Exception ReportWhat changes were made after the last closing date was set to transactions dated on or before that closingdate?Open Sales Orders by CustomerWhat are the open sales orders for each customer or job?QuickBooks Premier--Nonprofit ReportsThe following additional reports are available when you select the Nonprofit version during the installation ofPremier Edition.Donor Contribution Summary ReportHow much has each donor contributed throughout the year?Biggest Donors/GrantsWho are my biggest donors and what were their total contributions?Budget vs. Actual by Program / ProjectsHow much money was contributed and spent on each program versus what was budgeted?Statement of Financial Income and ExpenseWhat money came in (income) and how it was spent (expense)?Statement of Functional Expenses (Form 990)What are my expenses and how can I show that information to my board, major donors, and the IRS?Read more