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Quick books premier professional services edition 2008 [old version]

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  • 1. REVIEWS - QuickBooks Premier ProfessionalServices Edition 2008 [OLD VERSION]ViewUserReviewsAverage Customer Rating3.8 out of 5Product FeatureIncludes all the standard accounting features ofqQuickBooks Pro, plus tools to meet the uniqueneeds of professional-services firmsGain insight into your business with 17qprofessional-services reportsManage client information efficiently in theqCustomer Center, save time with onlinetimesheetsShare data with Microsoft Office applications;qstreamline tasks by turning estimates or proposalsinto invoicesStart fast and get help when you need it withqbuilt-in tutorials, onscreen help, and freeQuickBooks callback supportRead moreqProduct DescriptionQUICKBOOKS PREMIER PROFESSIONAL SERVICES EDITION 2008 RETAIL SML PKG Read moreProduct DescriptionQuickBooks Professional Services Edition 2008 streamlines everyday accounting tasks and simplifies trackingtime and expenses for easier, more accurate billing. Financial management software to meet the needs of anyprofessional service firm.
  • 2. Answer a few basic questions, and get a customized setup you can change at any time.Robust new Help functionality allows you to find the information you need quickly and easily.Easily Get StartedIMPROVED! Import 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 2008.Get Set Up and Running QuicklyAnswer a few basic questions, and get a customized setup you can change at any time.NEW! Step by step coaching for new users to help you learn QuickBooks fasterGet up to speed on QuickBooks easily. The new QuickBooks Coach guides you step by step, so you can learnhow to use QuickBooks features faster and explore QuickBooks as you enter your data.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 2008. 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 ItNEW! Find Answers Fast
  • 3. Robust new Help functionality allows you to find the information you need quickly and easily as you work inQuickBooks, so you can get back to business. Youll find answers to most questions in QuickBooks in-productonscreen Help. Type a question, choose from a list of topics, or search by keyword.Enjoy Free QuickBooks support included for 30 days from registration for questions submittedonlineHave a question about QuickBooks? Submit your questions online at www.quickbooks.com/contactme. Wellemail or call you back usually in 30 minutes or less. No waiting on hold!Tap into the knowledge of the QuickBooks User CommunityVisit the QuickBooks User Community to connect with other QuickBooks users and experts to ask questions andshare advice. Search or browse through a variety of discussion topics or post your own question.View unbilled employee time and expenses in a single screen; transfer to an invoice in one click.Build a professional business plan quickly by answering step-by-step questions.Use your existing e-mail address to send invoices, statements, estimates, sales receipts, purchase orders, reports,and pay stubs from your QuickBooks to your customers, vendors, employees, and accountant.Customized for Your Professional Service NeedsIMPROVED! View unbilled employee time and expenses in a single screen; transfer to an invoice inone clickNow you can decide who to bill by seeing all clients with unbilled time and expenses on a single screen. Insteadof creating an invoice from scratch, simply open the Invoice for Time & Expenses screen and select the clientand job combination. Outstanding billable time and expenses are transferred directly to an invoice.Set billing rates by employee, customer, and service type
  • 4. QuickBooks provides the flexibility of setting different billing rates by any combination of employee, customer,and service. You can set a fixed hourly rate for each employee or create custom hourly rates by service for aspecific employee.Plan for the future by creating sales/expense forecasts and a business planClick 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. Build aprofessional business plan quickly by answering step-by-step questions. QuickBooks fills in the numbers basedon your QuickBooks data. You can export the projections to Excel for further analysis or save it as a PDF file.Create key reports, like Project Costs and Billed/Unbilled Hours by Employee and Project in twoclicksQuickBooks comes with more than 120 pre-designed, customizable business reports and a Report Navigatorthat makes it easy to choose the right one. Stay on top of your professional services business by creating keyreports, like:Job Costs by Vendor and Job SummaryBilled/Unbilled Hours by PersonJob Costs by Vendor and Job DetailBilled/Unbilled Hours by Person & ProjectJob Costs by Job and Vendor SummaryBilled/Unbilled Hours by Person & ActivityJob Costs by Job and Vendor DetailOpen Balances by Customer/ProjectCost-to-Complete by Job SummaryBilled vs. Proposal by ProjectCost-to-Complete by Job DetailA/R Aging Detail by ClassProject Cost DetailProject StatusUnbilled Expenses by ProjectProject Contact ListExpenses Not Assigned to ProjectsImproved! Quickly capture billable hours online and from Outlook CalendarFree 60 day trial! Time Tracker is the simplest way to track and record employee and contractor time inQuickBooks. Your employees can track their hours from anywhere, using a timesheet on the Web and bydesignating meetings, emails, and appointments in their Outlook calendar for billing! You can download anentire set of timesheets into QuickBooks with one click. Administrators can review and edit timesheets beforesubmitting to ensure accuracy, as well as run custom reports on submitted time.Access your company’s file from remote locationsAccess your financial data even when youre not in the office by using QuickBooks Remote Access powered byWebEx. All you need is an Internet-connected PC. All transmissions are protected by encryption technologyused by financial institutions.Create a professional look for your business with expertly designed templates for invoices, projectproposals, and moreCreate professional-looking forms by choosing from more than 100 expertly-designed forms, including invoices,estimates, and sales receipts. Or, you can create one yourself in Microsoft Word. You can also customize thetemplates by adding your company logo and tagline.Save Time on Everyday TasksEasily track and pay bills; set due date remindersRecord bills as they arrive directly from the QuickBooks homepage. Never mistakenly miss a bill due date -QuickBooks will alert you with due date reminders. And when you are ready to pay bills, QuickBooks shows youall bills that are outstanding.
  • 5. Quickly create estimates & invoicesWhen its time to bill your customer, turn any estimate into an invoice with one click. Choose from dozens ofpre-designed QuickBooks templates, or send the key invoice data to a customizable Microsoft Word document.NEW! Send estimates, invoices & reports directly from QuickBooks using MS Outlook or OutlookExpressUse your existing e-mail address to send invoices, statements, estimates, sales receipts, purchase orders,reports, and pay stubs from your QuickBooks to your customers, vendors, employees, and accountant.Download credit card and bank statementsDownload cleared checks, deposits, and credit card transactions into QuickBooks to save time on data entryand reconciliation.See contact information and complete transaction history for any customer with Customer Center.Select any vendor to see purchase orders, bills, and payments with Vendor Center.See contact information for any employee and a complete list of checks paid in Employee Center.Stay Organized and on Top of Your BusinessOrganize data all in one place with Customer, Vendor, and Employee CentersCustomer CenterFollow up on past-due accounts and answer customer requests faster. See contact information and completetransaction history for any customer.Vendor Center
  • 6. Select any vendor to see purchase orders, bills, and payments. Check your account status to avoid incurringlate charges. Initiate new payments or purchase orders with one click.Employee CenterSee contact information for any employee and a complete list of checks paid.Track sales, sales taxes, and customer paymentsEasily record sales and create sales receipts for your customers. Set up sales tax codes, and QuickBooks willautomatically charge sales tax on all invoices, sales receipts, and other sales forms. When its time to pay salestax to your local sales tax board, QuickBooks will also help you figure out how much you owe.Track employee time and expenses to bill clientsTrack 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.Easily export or enter data into TurboTax, or send to your accountantBe ready for tax time. QuickBooks helps you assign each account in your Chart of Accounts to a specific line ontax forms, so all income and expenses are accurately categorized. Easily export your tax data into TurboTax orprovide your accountant accurate data to simplify the tax process.Efficiently Manage Employees and Contract WorkersManage payroll and payroll taxes; offer Direct Deposit (paid subscription required)Build 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 and save it as a PDF file.Prepare and print 1099s & 1096s for contract workers & federal filingThe QuickBooks 1099 and 1096 wizard will walk you through all the steps to create and print tax forms for youand your independent contractors.Manage Products, Services, and InventoryTrack inventory, set reorder points, and create purchase ordersEasily track your raw materials and finished goods to avoid overbuying and backorders. Import your inventoryfrom Excel or record directly in QuickBooks. You can even indicate re-order points for each inventory good andturn on reminders to automatically let you know when its time to reorder. Create and customize purchaseorders directly from the Home Page, and automatically receive against P.O.s when recording bills.Use your company data from your QuickBooks reports and export it to new or existing Excel spreadsheets whilekeeping all Excel formulas and formatting intact.
  • 7. Use your company data from your QuickBooks reports and export it to new or existing Word documents.Easily share your accounting records with your accountant.Flexibility to Work the Way You WantExport company data to Excel spreadsheetsUse your company data from your QuickBooks reports and export it to new or existing Excel spreadsheets whilekeeping all Excel formulas and formatting intact. Anytime you export updated data from QuickBooks, Excelmaintains your existing formulas and updates the results automatically.Create letters with Word using customer dataUse your company data from your QuickBooks reports and export it to new or existing Excel spreadsheets whilekeeping all Excel formulas and formatting intact. Anytime you export updated data from QuickBooks, Excelmaintains your existing formulas and updates the results automatically.Create and customize professional-looking formsCreate professional-looking forms by choosing from more than 100 expertly designed forms, including invoices,estimates, and sales receipts. Or create one for yourself in Microsoft® Word. You can also customize thetemplates by adding your company logo and tag line to present your business uniquely to your customers.IMPROVED! Allow your accountant to review data & make changes while you work.Easily share your accounting records with your accountant. Increase your productivity by allowing youraccountant to review historical data and make changes while you work. Seamlessly import your accountantschanges back into your file for improved accuracy.Easily map and obtain directions to your saved customer, vendor and employee addresses--rightfrom within QuickBooks!Open up any record in the Customer, Vendor and Employee centers to access links to maps and directions tocustomer and vendor locations or employee addresses.Other Tools to Meet Your Business NeedsPrint checks and forms directly from QuickBooks to keep better, more accurate records while alsosaving timeAccurate records: All your information will be updated and stored in QuickBooks.Save time: Three out of four QuickBooks customers save at least one-half the time printing checks vs.
  • 8. handwriting them.Check out our deposit slips, envelopes, tax forms, invoices, stamps, and labels - all designed to work withQuickBooks.We guarantee your checks will work with QuickBooks and your printer, and they will be accepted by anyfinancial institution in the United States–or we will refund or replace your order within 60 days of purchase.Save time by accepting all major credit cards and debit cards with QuickBooks Merchant ServicesBuilt into your QuickBooks software, QuickBooks Merchant Services is easy to set up and use. No new hardware,software, or phone lines are required. When you make a sale, the data is automatically recorded in QuickBooks.QuickBooks Merchant Services requires no additional data-entry, and you wont waste hours searching forerrors. You can process sales on screens you already know and use. Reconcile quickly, without headaches. Thiscredit card processing from QuickBooks has no teaser rates, no hidden fees, no cancellation fees, and nolong-term contracts.Keep track of your inventory and customer information while you ring up salesQuickBooks Point of Sale software and hardware save you the time and trouble of doing it yourself, making iteasier to focus on the products and services that will keep your customers coming back. Pair Point of Sale withQuickBooks financial software and you can transfer sales information to your financial software–in one click.NEW! Quickly capture billable hours online and from Outlook CalendarFree 60-day trial! Time Tracker is the simplest way to track and record employee and contractor time inQuickBooks. Your employees can track their hours from anywhere, using a timesheet on the Web and, now bydesignating meetings, emails, and appointments in their Outlook calendar for billing! You can download anentire set of timesheets into QuickBooks with one click. Administrators can review and edit timesheets beforesubmitting to ensure accuracy, as well as run custom reports on submitted time.Meet key business needs with third-party software found at QuickBooks Solutions MarketplaceFind industry-specific solutions that work with QuickBooks and help solve your unique business challengesincluding specialized inventory and order management, scheduling, document management, multiple billingrates, complex estimating, and project management.Additional ReportsReports in QuickBooks PremierForecast OverviewWhat are my companys forecasted income and expenses each month?Forecast vs. ActualWhat transaction changes were made on or before the last closing date?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?Reports in QuickBooks Pro and QuickBooks PremierInventory Stock Status by VendorWhat is the detailed information about each inventory item, organized by vendor?Profit & Loss Budget PerformanceHow do the actual income and expenses compare to what has been budgeted for the current month and year?Time by ItemHow much time has my company spent on each service we provide?Purchases by Item SummaryHow much has my company spent on purchased items or services?Profit and Loss StandardHow much money did my company make or lose over a specific period of time?A/P Aging Detail
  • 9. Which bills are due and overdue?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 will need to be included on my company income tax forms?Read more

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