The QBO Show's QuickBooks Matrix--View Only
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QB Module/FeatureProPremierEnterprisePremier/ES AccountantMACQBSEQBO EssentialsQBO PlusQBOANotes to Consider
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Accept Credit Card payments from customersxxxxxxxxAdditional fees apply, free for ProAdvisors
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Accountant CenterxxCustomize and access accountant tools from one view. QBPB has a Bookkeeping Center
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Accountant's Copy (Send to Accountant)xxxxn/an/an/aAbility to create a file (QBX) to send to accountant
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Accountant's Copy Conversionxn/an/an/aConvert QBX to QBA, or QBA to QBY and send changes back to client's QBW
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Activity Log--Not only track txn changes but when users log in/outxxx
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Accountant ToolboxxxxFor ProAdvisors and QBA license ownsers. Sign into client's 2015 data file and unlock QBA tools.
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Add Cost Column to Sales FormsxESAECan show cost of item on sales transactions on screen, does NOT print
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Adjusted Trial Balance Reportxxx7 column report detailing unadjusted/adjusted TB
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Advanced Pricing--Add on 399/yrxxAdd-on to QBES 14, like Advanced Inventory. Active Full Service Plan required. Offers ability to create Price Rules, Make rules exclusive, and Set quantity discounts on items.
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Anywhere, Anytime AccessxxxxQB desktop would require hosting provider or terminal server, citrix, lynux, etc
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Audit trail tracks changes to transactionsxxxxxxxxAudit Trail in QB desktop, Audit Log in QBO
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Audit trail tracks lists changesxxxxxxxNeed CDR to track changes to lists in QB desktop. Non-accountant editions, signed in as EA, can access CDR
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Audit trail tracks when users log in and outxxx
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Auto Deliver ReportsxxxxSet reports or report groups to auto-send
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Auto Sales Price MarkupxESAEMarkup items automatically when costs change, set by amount or % above cost or sales price
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Automatic offsite backupsxxFree with FSPxxxxRequires IDP subscription for QB desktop, ES free with FSP
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Automatic upgradesxxxQBO requires no installations or maintenance releases
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Average cost inventory valuation methodxxxxx
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Balance Sheet by ClassxxxxxQBO Plus offers a Balance Sheet by Location, truer than a BS by Class
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Bank Reconciliationxxxxxxxx
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Bank Reconciliation -- List of Previous Monthly ReconcilesxxxxxxxMac supported 2013
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Bank Reconciliation--Undo previousxxxxxxMac supported 2013
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Bar Code ScanningAdvanced InventoryESAE with AIES 13 with additional Advanced Inventory purchase
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Batch Delete/Void TransactionsxxSupports checks, bills and invoices, new for QB 2016
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Batch Enter TransactionsxxxNow supports Invoices/Credit memos, Bills/Bill Credits. This was a 2013 QBA/ES enhancement that supported Checks, Deposits, and Credit Card Charges/Credits
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Batch InvoicingxxxxxCreate the same invoice for multiple customers at once. Mac supported for 2013
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Batch Invoicing for Time and ExpensexxxCreate different invoices for multiple customers at once
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Batched Timesheet EntryxxxxCreate timesheet for multiple employees/vendors
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Bill TrackerxxxxxNew for QB 2016
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Billable Time and Expense Default PreferencexxxxWhen entering time or expenses, you now have the option control whether QuickBooks automatically bills for them
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Billing Rate LevelContractor ProfessionalContractor ProfessionalxAllows user to create and assign different billable rates to their employees/subcontractors for service performed
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Bin Tracking: Row Shelf Bin tracking, Sub-sitesAdvanced InventoryESAE with AIES with AI can now track up to a million locations for inventory, including rows, shelves and bins
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Bounce Check FeaturexxxxInstead of the rather involved workaround in Help, users can record a bounced check against a customer payment in a few clicks.
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BudgetsxxxxxxxOnly QB Windows has a Budget Performance report, Mac and QBO Plus do not support YTD column on budget reports.
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Bulk Clear Send FormsxxxxNew for QB 2016. Bulk clear Print Forms eventually
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Business Planner, Forecasting, Balance Sheet by Class (Premier and ES)xxx
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Calendar ViewxxxxTrack appts, current and overdue transactions, To Do's
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Change Orders on EstimatesContractorContractorxTrack changes to your job estimates/contracts
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Class TrackingxxxxxxxTrack most business activity by department, etc
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Class Tracking--Assign Default classes to names, accounts and itemsxESAE
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Client CollaboratorxxxxConverse with your clients about transactions within the data file.
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Client Data ReviewxxxFull VersionxAll QBES skus now support: Batch Delete, Entry, Reclassify and Bulk Remove send forms, Troubleshoot Prior Account balances (CDR tool), Review changes to lists (CDR tool), Period Copy
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Client Status DashboardxSee client file data without accessing client file
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Collections CenterxxxxTrack overdue and almost due invoices
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Company ScorecardxxxQBO has a Trend Tracker as well
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Company Snapshotxxxxxxxx
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Comparative Balance Sheet and P&LxxxxxxQBO can customize these reports
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Condense Data filexxxxx
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Condense Data--Period CopyxCreate a file for a specific period of data
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Condense Data--Summary Journal EntryxxCondense now allows for one summary entry
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Condense Data--No Summary Entryxx
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Create Estimates xxxxxxxx
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Current Availability xxxTracking what is available to promise to a customer, not just QOH
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Current Availability WindowRetail, M&WxxWindow details what is on SO, PO or Assembly per item, QOH and what is currenly available to sell
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Custom FieldsxxxxxxxxDesktop QB custom fields for items and names, QBO allows 3 fields on forms. Pro/Premier is 5 for items, 15 for names, ES is 15 for item, 30 for names
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Customer Snapshotxxxx
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Delayed Charges/Billing xxxQBO feature--Enter charges to be billed later
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Document Center/ManagementxxxxxxxxDoc Center for local storage in QB desktop free. Attached Docs still requires subscription to store online, not included for PAP anymore. QB Mac 2013 now supports Document Management and QBO supports for invoice/sales receipt
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Enhanced Item ReceivingxESAEBill and Item receipt are separate/unlinked transactions
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Express Setup of QB Company filexxxxxxxxQB Mac 2013 has a better easier setup
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FIFO Inventory ValuationAdvanced InventoryESAE with AIxxES 12 AI. Inventory Cost First In, First Out method
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FIFO Cost Lot History ReportAdvanced InventoryESAE with AITrack acquisitions and disbursements for cost litting
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File Manager/Client File Dashboardxx
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File SharingxIn Work module of QBOA
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Find and Select ItemsxESAEQuickly find and select items on transaction, add multiple at once
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Go from Estimate to a PO or SOxxxVery important to contractors
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Group ItemsxxxxxxxQBO calls it "Bundles"
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Improved Excel ReportingxxxxxExport report to existing excel spreadsheet
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Income List/Transaction CenterxxxxxxxxQB Pro/Premier/ES/Mac all now have an Income Tracker/List module.
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Industry specific reportingxxxQBA and ESA have all edition reports
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Integrated HelpxxxxxxxxQB 2011 Plus too: Help, KB and Community articles
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Inventory Assembly/Bill of MaterialsxxxManufacture finished good from component parts
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Inventory Assembly--Edit Build/Variable BuildsxESAETo edit build in Premier, must edit the actual assembly item. Time consuming, not ideal like ES
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Inventory Assemly--Build Nested Assemblies and auto-Update BOM cost when BOM component cost changesxxQBES 14.0 supports Building Nested (sub-assemblies of final assemble) assemblies when the final assembly is built. Industry term is "exploding builds". Also, when assembly component cost changes, BOM cost and sales price auto update.
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Inventory CenterxxxES supports item picture
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Inventory: Disallow Selling Negative InvxESAEAbility to set a preference to not be able to sell inventory iwth QTY <0.
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Invoice AutomationxxxAutomatically create invoice from unbilled activity
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Job Costing Module and Reportsxxxxxx2014 Pro/Premier supports linking Sales Rep to Job, Filtering reports by Job Status. QBES supports customizing bill, check, and credit card charge columns, and two new reports, Job WIP and Committed Costs. QBO Plus does not offer a lot of "job" reports. No Estimate v Actual
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Journal Entries: Adjusting xxxMark a JE as an adjusting entry
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Journal Entries: List of Previous Entriesxx
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Journal Entries: Debit and Credit Totalsxxxxx
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Journal Entries: Reversingxxxxxx
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Journal Entries: More than on AR/AP per…xxx
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Journal Entries: Send JE to client xn/an/an/aSend JE to client via email, import into data file. For QBA 2014, Accountant can send JE's to QB Mac 2014 clients.
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Lead Centerxxxx
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Line Items copy/paste on formsxxxx2014 supports copy/paste of line items on a transaction
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Location TrackingxxA secondary level of class tracking
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Manage Fixed AssetsxxTrack your fixed assets and post depreciation to QB
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Mileage TrackingxxxxxxEnter vehicle mileage and assgin to customer/job
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Multi-currencyxxxxxxx
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Multi-Location AccessxxxDesktop QB requires Citrix, Terminal Server or Hosting
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Multi-Instancexxxxx2 company files open in same program year. QBO--create chrome users
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Multi-User Accessup to 3up to 5up to 30xup to 3up to 3up to 5xQB is a User License, regardless of concurrent use. QBO supports up to 25 users
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Multiple Vendor ship to addressesxxxx
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Multiple windows xxxxxxxxView and flip thru multiple windows in your view. For QBO/A, use multiple tabs in Google Chrome, Firefox or IE 10
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ODBC functionalityxxFreexOpen Database Connectivity for SQL queries. Free in ES
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One-click Transactions xxxxPay bill right from bill, Receive Pmt or Create Credit Memo from invoice. QB 2011 Plus too
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Online Banking/Bank FeedsxxxxxxxxxTotally revampled in Pro, Premier and Enterprise 2014, geared towards faster, easier and batch entry. More like Quicken-cool.
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Online Banking/Bank Feeds: Undo xxxAbility to Undo an added/matched transactions from the Bank Feed window without having to go to register
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