Quickbooks Version 2020 Click on version for more information

(Single User)

Multiple Companies

Multiple Users (Requires the purchase of  licenses)

OS Client- Win 10 (64 bit). Server- Server 2012/2016

“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

New Create a new company file by copying preferences and lists from existing company file

Chart of Accounts customised for your industry

New Insights on Homepage- track your business health

New Favourites Menu- create your own menu with transactions you access regularly

Copy, scan or drag documents into the new Doc Centre

Attach multiple documents when emailing customers or suppliers

Customer Lead Center- Track leads and convert easily to a customer

Quickly locate an account, report, or invoice with QuickBooks F3 Search

Improved Stay on top of your receivables with the ‘Income Tracker’

Add or edit multiple lists by copying from MS Excel in spreadsheet view

Create customer letters in MS word

Send forms using a desktop email handler  Outlook 2010 (32 /64 bit) & 2013/2016/2019 (32 /64 bit) Not compatible with Office Click-To-Run delivery formats.

New Send Company File to Accountant

Setup multiple email templates

Track emails sent to customers & suppliers from customer & supplier centres

Email customer payment receipts

New Email memorised report groups in batch

Track your Balance Sheet by Class/Cost Centre

See all your key 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

One click access to relevant reports

Duplicate sales and purchase transactions and list items

Track bills and set due-date reminders

Customer and Supplier Centres: contact and transaction history in one place

Progress Invoicing and automatic recharge of expenses

Integrate QuickBooks data with other business applications

Improved Customisable reports and graphs

New Insert Report comments

Report Center

Improved 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

Stock Centre

Attach documents pertaining to stock using the Doc centre

Create sales orders

Manage back orders using the Sales Order fullfilment worksheet (not avail 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 (Per Item or fixed %)

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 re order 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)

Audit Trail

Create Accountant Copy Changes (.QBY)

QuickBooks File Manager- managing multiple data files

Accountant Centre

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

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 (with purchase of additional licenses)

(Up to 5 users)

(Up to 5 users)

(Up to 30 users)

Multiuser tools (backup and file locking)

QuickBooks Instant Messenger

Desktop Sharing- access your computer from a remote location. Similar to Teamviewer- not meant for multiple branches/ users.)