What is different in QuickBooks Pro 2009?
Intuit have just released their 2009 version of QuickBooks Pro Edition (end of September). Some of the new features of Quick Books Pro 2009 are new company snapshot, live community, multiple currency support and a website creation tool.QuickBooks small business financial software programs are the most widely used of the accounting software programs on the market. A workflow chart layout will give you a quick access to all your company information and commonly performed tasks. Tutorials (recommended for new users) provide step by step instructions and QuickBook’s tutoring mode provides tips to make the best use of the software. QuickBooks Pro 2009 is supported by many accountants. It’s easy to send your data to your accountant - they can review data and make changes while you work (they need QuickBooks Accountant Edition).
Company Setup
The 30 minute QuickBooks EasyStep Interview walks you through setting up your company. You can easy customize QuickBooks to match your business needs by answering a set of questions. You can always enable more features later, if you need them.
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Navigation
QuickBooks Pro provides easy navigation through the home page and an icon bar (which is customizable). Users can customize their home page through the Preferences option - selecting only the forms and workflows most relevant to their business. The new Company Snapshot provides a business real-time overview with the Income & Expense Trend graph, account balances, unpaid invoices and reminders. Customer, vendor and employee information is organized in separate centers.
Customer/Vendor Details
Customer and Vendor information is organized in Customer/Vendor Centers (including any related customer/vendor transactions). The Centers contain contact details, additional information about payment or credit limits, custom fields that can be added as desired and a Notes section which links to a To-Do list with reminder dates you can set for individual items.
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Forms
With QuickBooks Pro 2009, users can create estimates, invoices, credit memos, customer statements and sales orders and receipts. Forms are customizable, so users can checkmark certain items - selecting them to appear on screen and/or when printed on customer invoices. The Layout Designer displays how items will look on forms. Items can be moved around and changed in size.
Online Banking
Through Online Banking Center you will be able to manage online banking tasks and check up-to-date financial information for your accounts. To turn on the Online Banking feature, simply select your financial institution and enter your account information. Your financial institution will be prompted to activate online services for you and provide you with logon information. You will then be able to fill out and send online transactions (there’s an Online Transmission Summary provided which can be printed for your records), and also download transactions back into QuickBooks.
Check if your financial institution offers online check & bill pay through QuickBooks - (they may charge bank fees for this service).
Time Recording & Billing
Time can be entered for each employee by single activity or by week. There’s also a stopwatch to click when starting and finishing an activity. Notes recorded on the time entries can be displayed on client invoice if desired.
When creating invoices you select the customer from the drop down list; then QuickBooks Pro alerts you if that customer has unbilled billable time and expenses or checks if you want to add those to the invoice now or exclude them for the moment.
To let your employees enter time themselves, you will need the subscription-based Time Tracker service, which allows employees to track their time online. (Timesheets are then downloaded into QuickBooks). There’s currently a 60-day free trial and prices start at $10/month for 1 user, $25/month for 2-5 users and $50/month for 6-10 users.
Inventory
You can track inventory with QuickBooks Pro, set reorder limits and create purchase orders. Your company’s products or services (items list) link directly to sales forms and invoices to make it easier to create them. You must use a Purchase order to track what inventory has been ordered and what has been received. When you write checks or enter credit card charges to record expenses you can also track those inventory items by amount and individual cost.
Payroll
Use the Payroll Setup Interview to set up company payroll information. There’s a payroll setup checklist and a step by step guide to also help with setup.
The Payroll Center contains your employee’s details and all transactions already entered and processed. You can perform payroll activities here, e.g. pay employees, and pay taxes “liabilities, process payroll tax forms and run payroll reports for each employee. You can also keep track on which payments are due or upcoming.
Reporting
QuickBooks Pro has over 100 pre-defined, customizable reports which you can export to Excel, with formulas and formatting intact. Reports can also be built from scratch. Reports are listed (in the Report Center) by category for easy identification, along with a description of the contents. You can also drill down to the individual transactions shown in the reports with the Quick Zoom feature.
Tax reports organize data for tax time, and, if you want to complete your tax returns yourself, you can easily export directly to TurboTax; or to provide to professional tax preparers.
Help
Help about any topic is available by clicking Help icon or F1 button at any time. Relevant help topics are also displayed, on the left side of your screen, based on where you are in the program. The Search tab allows you to type in searches and the Live Community also opens when you access Help, allowing you to connect with thousands of other QuickBooks users and experts. For technical assistance, 30 days free callback support is provided; further support costs are $299/year.
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QuickBooks Pro 2009 tips for easy use
- Take the time to view the in-built tutorials and use the step-by-step Coaching guides
- Consider hiring a Certified QuickBooks ProAdvisor or an accountant who can help you get set up, use, and learn QuickBooks
- For unlimited access to technical help - the annual paid support plan provides 24/7 access to support
When you purchase QuickBooks Accounting Pro Edition 2009 through Accounting-career-web.com, you are buying the product directly from the original software publisher, Intuit.
We offer the publishers software and all their products on this website with a special discount 20%. Once you click on the “Shop Now” buttons you will be directed to the original software publisher to purchase your chosen software item. Use any promotional codes, vouchers or coupons provided here, at QuickBook’s checkout page. If no codes have been provided, any special offers or discounts shown on this page will be applied to your QuickBooks product when purchasing, so you can benefit from the lowest, cheapest and best price.
