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(More customer reviews)I cannot believe Intuit has completely destroyed this product with the 2009 version.
Downloading transactions and matching into a bank account or credit card account is a waste of time and I do mean waste of actual time. We download sometimes 50-100 banking transactions a day and a similar number of credit card transactions. The ability to automatically match those transactions is extemely old school ( a major regression for QB ) as each one must be done manually one by one. Gone is the "add multiple" to allow QB the ability to matchup payees and aliases. That feature allowed the input of hundreds of transactions in less than 5 seconds. Now hundreds of transactions will take no less than 5 hours.
This is the single biggest change between 2008 and 2009, completely for the worse. Any other changes are strictly smoke and mirrors to sell something new with glitz and glamour. If your business generate more than a few banking transactions a day or week, stay away from version 2009. Your online banking "time" will increase to an amount that it will take away from other tasks.
Aside from rushing Quicken and Quickbooks to market with major bug problems in each of the last few years and also sending support calls to India, removing the "add multiple" feature from online banking is the single biggest blunder Intuit has ever made.
Thankfully, I have a backup of my QB 2008 file. It's time to uninstall 2009 and re-install 2008!!!!
Consider yourself warned...
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QuickBooks Pro 2009Small business accounting software that makes accounting easy with tools to organize your finances all in one place.
Key Features
Track financial information in one place
Track sales & expenses Get rid of the piles of paperwork. Easily enter customer payments & bills from vendors. Since QuickBooks organizes everything in one place, you'll be able to access all past payments & bills for each customer and vendor with just a few clicks.
Pay bills & print checks Easily create and print checks. Aggregate all your checks to be paid and print them in one batch. QuickBooks will keep track of each check so you can keep tabs on where your money is going.
Create & e-mail invoices Use 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 place No 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 a complete picture of your business.
Import data from Excel, Quicken/ Quicken for Mac, and Microsoft Office Accounting Get up and running fast by importing data from the tool you use to track your finances now. However little or much data you currently have, you won't have to start over from scratch.
Save time & be more efficient
Reduce data entry by downloading your bank & credit card transactions into QuickBooks Save time and avoid data entry errors. Instead of typing in your bank and credit card transactions, download them securely from over 3000 participating financial institutions and easily import them into QuickBooks.
Enter bills and set due-date reminders QuickBooks helps you ensure you pay your bills on time. Record bills as they come and set a reminder to make sure you pay before the due date.
Export data into Excel Export data from QuickBooks reports to Excel spreadsheets so that you can do more complex analysis or graphing in Excel.
Track international sales & expenses with multiple currency support QuickBooks supports all global currencies and does all the currency calculations for you. You can even download exchange rates or do wire transfers from right in QuickBooks.
Manage products & inventory
Create purchase orders You 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 open purchase order and automatically match the PO to the inventory bill.
Track inventory Easily track your inventory to avoid overbuying and backorders. Indicate re-order points for each inventory good and turn on reminders to automatically let you know when its time to reorder.
Advanced Tools to track raw & finished goods QuickBooks Premier and Enterprise Solutions help you address your more complex inventory & product management needs including: tracking both raw materials & finished goods, adjusting inventory as you creating bills of material (BOMs), and receiving inventory in one unit of measure and selling in another.
Monitor performance & gain insights
Generate reports with one click to see how your business is doing Get pre-designed, customizable business reports to gain insights into your business. See all available reports in one 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 reports In QuickBooks Premier and Enterprise Solutions.
Create budgets to keep your business on track Create a working budget automatically, based on your recent spending history. Adjust figures individually or across line items. The spreadsheet-style format makes it easy to see the results of your changes. Refer back to the 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, and income/expense performance, all in one centralized location
Easily create a business plan; Forecast sales and expenses Build a professional business plan quickly by answering step-by-step questions. QuickBooks fills in the numbers based on your QuickBooks data. You can export the projections to Excel for further analysis or save it as a PDF file. Click a button to create a forecast of income and expenses for the coming year, based on your existing QuickBooks data. Increase or decrease line items by any percentage to adjust for future changes.
Manage Employees
Manage payroll & payroll taxes; offer Direct Deposit (paid subscription required) Intuit QuickBooks Payroll Services, QuickBooks Payroll for Mac powered by PayCycle, and Payroll for QuickBooks Online 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 filing Create and print 1099 tax forms for you and your independent contractors.
Track time & billing
Track employee time and expenses Track 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 employees QuickBooks provides the flexibility of setting different billing rates by employee and service type. You can set a fixed 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 internet connection Time tracking is automatically included with QuickBooks Online Plus. Time Tracker for QuickBooks Pro and Premier, an optional subscription service, is the fastest, easiest way to collect and record billable and non-billable hours into QuickBooks Pro and Premier for accurate invoicing, payroll and reporting purposes. No more paperwork! Employees or contractors only need an internet connection to submit billable hours Download timesheets right into QuickBooks with one click.
Attract Customers & Manage Customer Relationships
Track customer information and related transactions Keep customer contact and transaction information in QuicKBooks, so you can follow up on past-due accounts and answer customer requests faster. See contact information and complete transaction history for any customer.
Accept credit card payments right in QuickBooks Process 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 hidden fees, no cancellation fees, and no long-term contracts.
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, and website 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 customization tools Create 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 present your business uniquely to your customers.
Create sales orders & track back orders QuickBooks helps you and your customer keep track of backordered items. Invoices, sales orders, and other sales forms show which items have been invoiced, which items have been backordered, and the quantities backordered.
Set price levels QuickBooks Premier and Enterprise Solutions help you address your more complex pricing needs such as customize prices for different groups of customers or jobs (i.e. corporate, loyal, high-volume, etc.) with more price levels (up to 100).
Multiple Users & Multiple Locations
Work simultaneously with other QuickBooks users on your company file Multiple-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 user Restrict access for other users to only certain parts of your QuickBooks data so that employees only see the data they need to get their work done. For QuickBooks Pro and Premier, you can restrict access to 9 broad categories. QuickBooks Online Plus and Enterprise Solutions restrict access on a more detailed level to specific tasks and information. Customize each user's access level to view-only, create, modify, delete, print or any combination thereof for Enterprise Solutions.
Real time remote multi-location access service included Access your QuickBooks data remotely. Remote access is automatically built into your QuickBooks Online subscription, so there's no need to send files back and forth. For QuickBooks Pro and Premier, get up to 1 year free access to your QuickBooks data through WebEx. You can use Windows Terminal Services with Enterprise Solutions to allow password-protected access by authorized users.
Support for your product & data Ask questions and get answers from experts and other small businesses like you, through Live Community, right in QuickBooks Ask a Question: Ask QuickBooks users like you for help on anything from how to use QuickBooks to how to grow your business. Chances are, someone else has had the same question you do. Discover Answers: See what others are talking about. You will be able to see Questions & Answers relevant to what you're looking for, so you can find your answer right away. Help Others: Give advice and share your own knowledge of QuickBooks.
Industry Specific Features
Create customizable reports designed for your industry Access over 150 industry-specific reports In QuickBooks Premier and Enterprise Solutions such as:
Profitability by 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 retail businesses
Easily Get Started
Import Data from Excel Excel templates make it easy for you to import your existing customers, vendors, or product information into QuickBooks. You can also assign each column in your existing Excel spreadsheet to a corresponding QuickBooks column. Save these settings to use again the next time you want to pull in data. You can even preview your data before you transfer it.
Import Data from Quicken, Peachtree, and Microsoft Office Accounting Access the Quicken conversion tool in QuickBooks to convert your data from Quicken 1998 through 2007. If you are 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 into QuickBooks 2009.
Get Set Up and Running Quickly Answer 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 Faster Get up to speed on QuickBooks easily. The QuickBooks Coach guides you step by step, so you can learn how to use QuickBooks features faster and explore QuickBooks as you enter your data.
Learn QuickBooks Quickly with Built-in Tutorials Learn QuickBooks skills as you need them--in your own time, at your own pace. The built-in Learning Center offers short tutorials on basic and advanced features to help you get the most out of QuickBooks.
Upgrade your QuickBooks Effortlessly Easily transfer your existing data file into QuickBooks 2009. Your company file and preferences will transfer automatically. In just a few steps, you can start working in QuickBooks using your information, including customer lists, vendor lists, balances, and inventory lists.
Get Help When You Need It
Find Answers Fast Help functionality allows you to find the information you need quickly and easily. You'll find answers to most questions in QuickBooks in-product, onscreen Help. Type a question, choose from a list of topics, or search by keyword.
Connect with Other QuickBooks Users and Experts to Get Help and Share Ideas Connect with a vibrant community of QuickBooks users, QuickBooks experts, accountants, and Intuit employees. Instant access to a wealth of questions and answers to assist with QuickBooks and small business problems.
QuickBooks Pro Reports With QuickBooks reports, you'll always know where your business stands. See who owes you money and how much. Find out who your best customers are and what they're buying. Learn where your business is profitable and where you're losing money. You can also customize report templates to best meet your needs.
Profit & 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 a specific period of time?
Income Tax DetailWhat transactions make up each amount on my company's income tax forms?
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