QuickBooks Pro 2016

QuickBooks Premier 2016

QuickBooks Accountant 2016

QuickBooks Accountant 2013

 

Save time with powerful tools found only in Accountant Edition

  • Find and fix client errors quickly
  • Collaborate efficiently and effectively with your clients
  • Use the master programme for accountants

 

 

 

KEY Features

Includes all features of QuickBooks Premier, plus these tools for accountants:

  •  Client data review tool
  • QuickBooks Statement Writer
  • Switch between QuickBooks editions
  • Work in two company files at once
  • Working trial balance
  • Accountant Centre
  • Send general journal entries
  • Paste transactions from Excel
  • QuickBooks File Manager

Detailed Features

Client data review tool

Find and fix client data entry errors faster with eight powerful client data review tools found only in QuickBooks Accountant Edition 2013:

  • Fix incorrectly recorded VAT payments. Identify transactions that were not correctly recorded as VAT payments, then turn them into VAT payments.
  • Write off invoices. Write off uncollectable invoices to the account you choose. Includes automatic VAT adjustment.
  • Clear up undeposited funds. Find deposits that were created manually, then quickly link them to undeposited payments.
  • Reclassify transactions. Quickly reclassify hundreds of transactions from a single window, instead of doing them one by one.
  • Troubleshoot stock. Identify irregularities in stock, such as negative quantities or items that are out of balance.
  • Review list changes. Easily identify list items that your client has changed since you finalised the balance for a period.
  • Troubleshoot prior account balances. See the differences in ending account balances from your records and recommendations of how to adjust them.
  • Fix unapplied customer and supplier payments and credits. Identify and apply unlinked payments and credits to the appropriate invoices and bills.

(Please note: you can only use the client data review tool if your client is using the QuickBooks Pro or Premier 2013.)

QuickBooks Statement Writer

Create customised financial statements, supporting documents and management letters automatically.

You only need to set each document up once, using Microsoft Word or Excel. QuickBooks then updates those documents with the very latest data from each client's company file, whenever you need it to.

Switch between QuickBooks editions

QuickBooks Accountant Edition is the master programme for accountants and also includes QuickBooks SimpleStart, Pro and Premier.

You can switch between these packages in seconds. This means you can choose to see exactly what a client sees, making it easier to work together by phone and email.

Work in two company files at once

Working in two company files makes it easier to enter inter-company transactions and answer client questions, because you don't have to close one company's accounts before opening another.

Working trial balance

Easily see the balance of each account in debit and credit format so mistakes can be traced if debits don't equal credits.

QuickBooks Accountant Centre

A simple, customisable screen that gives you one-click access to the tools you use most.

Send general journal entries

Save time by sending journal entries to your clients with the click of a button. They can import them straight into their copy of QuickBooks - meaning no manual data entry and a lower chance of mistakes.

Paste transactions from Excel

Reduce manual data entry by simple copying and pasting transaction details from Excel into QuickBooks. It's much faster and reduces the change of mistakes.

QuickBooks File Manager

Helps you find the QuickBooks file for a particular client faster, and ensures you open it with the correct edition of QuickBooks.

Benefits

 Faster data entry

Copy cheques, deposits and credit card transactions into QuickBooks from Excel

Avoid keying in data by pasting transactions directly into QuickBooks from Excel.

QuickBooks Accountant Edition also has a clean, simple interface designed for heads down data entry, so you can also enter data efficiently if you have to.

 

 

 Client data review tool

Access eight powerful tools to help you find and fix the most common client errors.

Find and fix client data entry errors faster with eight powerful client data review tools found only in QuickBooks Accountant Edition 2013:

  • Fix incorrectly recorded VAT payments. Identify transactions that were not correctly recorded as VAT payments, then turn them into VAT payments.
  • Write off invoices. Write off uncollectable invoices to the account you choose. Includes automatic VAT adjustment.
  • Clear up undeposited funds. Find deposits that were created manually, then quickly link them to undeposited payments.
  • Reclassify transactions. Quickly reclassify hundreds of transactions from a single window, instead of doing them one by one.
  • Troubleshoot stock. Identify irregularities in stock, such as negative quantities or items that are out of balance.
  • Review list changes. Easily identify list items that your client has changed since you finalised the balance for a period.
  • Troubleshoot prior account balances. See the differences in ending account balances from your records and recommendations of how to adjust them.
  • Fix unapplied customer and supplier payments and credits. Identify and apply unlinked payments and credits to the appropriate invoices and bills.

(Please note: you can only use the client data review tool if your client is using the QuickBooks Pro or Premier 2013.)

 

 

 Collaborate with clients efficiently

You can do your work while they carry on with day-to-day accounting tasks.

Your clients can use the Accountant's Copy feature in QuickBooks Pro or Premier to send you their latest figures as a single file for you to import into your copy of QuickBooks.

When they do this, they set a cut-off date for transactions you can work on. This enables you to perform important tasks using data from before the cut-off date, while they continue to perform day-to-day tasks after the cut-off date.

Once you've finished, QuickBooks merges the changes, creating one company file that your client can continue to work from.

 

Create statements, documents and letters automatically

Design custom financial statements and documents once, then generate them again and again using the very latest data.

Create customised financial statements, supporting documents and management letters automatically.

You only need to set each document up once, using Microsoft Word or Excel. QuickBooks then updates those documents with the very latest data from each client's company file, whenever you need it to.

It's a fast, effective way to create consistent, professional client documentation.

 

 Work in two company files at once

Being able to open two company files at once makes it much easier to enter inter-company transactions or quickly open a file to answer a client's question there and then.

Working in two company files makes it easier to enter inter-company transactions and answer client questions, because you don't have to close one company's accounts before opening another.

 

 Use the QuickBooks your clients use

QuickBooks Accountant Edition includes full versions of QuickBooks SimpleStart, Pro and Premier plus powerful accountant tools.

QuickBooks Accountant Edition includes QuickBooks SimpleStart, Pro and Premier as well as the powerful accountant tools.

You can switch between the different editions in seconds, to see exactly what your customer is seeing and making it easier to work together by phone and email.

 

Support:

Making sure you get a smooth start

QuickBooks includes unlimited freephone support for 30 days, just in case you need any help getting started.
Our experts will answer your calls 9am - 5pm on working days, providing help on any aspect of setting up and using QuickBooks.
(QuickBooks 2013 support is included for 30 consecutive days from first-time registration. First-time registration must be completed within 90 days of purchase. UK only, see terms and conditions.)
 

There's plenty of help online

Our support website is the fast way to get an answer to most questions about QuickBooks. Search thousands of help articles, browse guides, watch videos and read FAQs to solve problems and learn how to do things efficiently.
(Looking for help now? Here's our support site.)
 
 

Advice from our Live Community

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