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| A | B | C | D | E | F | G | H | I | J | K | |
|---|---|---|---|---|---|---|---|---|---|---|---|
1 | QB Module/Feature | Pro | Premier | Enterprise | Premier/ES Accountant | MAC | QBSE | QBO Essentials | QBO Plus | QBOA | Notes to Consider |
2 | Accept Credit Card payments from customers | x | x | x | x | x | x | x | x | Additional fees apply, free for ProAdvisors | |
3 | Accountant Center | x | x | Customize and access accountant tools from one view. QBPB has a Bookkeeping Center | |||||||
4 | Accountant's Copy (Send to Accountant) | x | x | x | x | n/a | n/a | n/a | Ability to create a file (QBX) to send to accountant | ||
5 | Accountant's Copy Conversion | x | n/a | n/a | n/a | Convert QBX to QBA, or QBA to QBY and send changes back to client's QBW | |||||
6 | Activity Log--Not only track txn changes but when users log in/out | x | x | x | |||||||
7 | Accountant Toolbox | x | x | x | For ProAdvisors and QBA license ownsers. Sign into client's 2015 data file and unlock QBA tools. | ||||||
8 | Add Cost Column to Sales Forms | x | ESAE | Can show cost of item on sales transactions on screen, does NOT print | |||||||
9 | Adjusted Trial Balance Report | x | x | x | 7 column report detailing unadjusted/adjusted TB | ||||||
10 | Advanced Pricing--Add on 399/yr | x | x | Add-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. | |||||||
11 | Anywhere, Anytime Access | x | x | x | x | QB desktop would require hosting provider or terminal server, citrix, lynux, etc | |||||
12 | Audit trail tracks changes to transactions | x | x | x | x | x | x | x | x | Audit Trail in QB desktop, Audit Log in QBO | |
13 | Audit trail tracks lists changes | x | x | x | x | x | x | x | Need CDR to track changes to lists in QB desktop. Non-accountant editions, signed in as EA, can access CDR | ||
14 | Audit trail tracks when users log in and out | x | x | x | |||||||
15 | Auto Deliver Reports | x | x | x | Set reports or report groups to auto-send | ||||||
16 | Auto Sales Price Markup | x | ESAE | Markup items automatically when costs change, set by amount or % above cost or sales price | |||||||
17 | Automatic offsite backups | x | x | Free with FSP | x | x | x | x | Requires IDP subscription for QB desktop, ES free with FSP | ||
18 | Automatic upgrades | x | x | x | QBO requires no installations or maintenance releases | ||||||
19 | Average cost inventory valuation method | x | x | x | x | x | |||||
20 | Balance Sheet by Class | x | x | x | x | x | QBO Plus offers a Balance Sheet by Location, truer than a BS by Class | ||||
21 | Bank Reconciliation | x | x | x | x | x | x | x | x | ||
22 | Bank Reconciliation -- List of Previous Monthly Reconciles | x | x | x | x | x | x | x | Mac supported 2013 | ||
23 | Bank Reconciliation--Undo previous | x | x | x | x | x | x | Mac supported 2013 | |||
24 | Bar Code Scanning | Advanced Inventory | ESAE with AI | ES 13 with additional Advanced Inventory purchase | |||||||
25 | Batch Delete/Void Transactions | x | x | Supports checks, bills and invoices, new for QB 2016 | |||||||
26 | Batch Enter Transactions | x | x | x | Now supports Invoices/Credit memos, Bills/Bill Credits. This was a 2013 QBA/ES enhancement that supported Checks, Deposits, and Credit Card Charges/Credits | ||||||
27 | Batch Invoicing | x | x | x | x | x | Create the same invoice for multiple customers at once. Mac supported for 2013 | ||||
28 | Batch invoicing for Time and Expense | x | x | x | Create different invoices for multiple customers at once | ||||||
29 | Batched Timesheet Entry | x | x | x | x | Create timesheet for multiple employees/vendors | |||||
30 | Bill Tracker | x | x | x | x | x | New for QB 2016 | ||||
31 | Billable Time and Expense Default Preference | x | x | x | x | When entering time or expenses, you now have the option control whether QuickBooks automatically bills for them | |||||
32 | Billing Rate Level | Contractor Professional | Contractor Professional | x | Allows user to create and assign different billable rates to their employees/subcontractors for service performed | ||||||
33 | Bin Tracking: Row Shelf Bin tracking, Sub-sites | Advanced Inventory | ESAE with AI | ES with AI can now track up to a million locations for inventory, including rows, shelves and bins | |||||||
34 | Bounce Check Feature | x | x | x | x | Instead of the rather involved workaround in Help, users can record a bounced check against a customer payment in a few clicks. | |||||
35 | Budgets | x | x | x | x | x | x | x | Only QB Windows has a Budget Performance report, Mac and QBO Plus do not support YTD column on budget reports. | ||
36 | Bulk Clear Send Forms | x | x | x | x | New for QB 2016. Bulk clear Print Forms eventually | |||||
37 | Business Planner, Forecasting, Balance Sheet by Class (Premier and ES) | x | x | x | |||||||
38 | Calendar View | x | x | x | x | Track appts, current and overdue transactions, To Do's | |||||
39 | Change Orders on Estimates | Contractor | Contractor | x | Track changes to your job estimates/contracts | ||||||
40 | Class Tracking | x | x | x | x | x | x | x | Track most business activity by department, etc | ||
41 | Class Tracking--Assign Default classes to names, accounts and items | x | ESAE | ||||||||
42 | Client Collaborator | x | x | x | x | Converse with your clients about transactions within the data file. | |||||
43 | Client Data Review | x | x | x | Full Version | x | All 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 | ||||
44 | Client Status Dashboard | x | See client file data without accessing client file | ||||||||
45 | Collections Center | x | x | x | x | Track overdue and almost due invoices | |||||
46 | Company Scorecard | x | x | x | QBO has a Trend Tracker as well | ||||||
47 | Company Snapshot | x | x | x | x | x | x | x | x | ||
48 | Comparative Balance Sheet and P&L | x | x | x | x | x | x | QBO can customize these reports | |||
49 | Condense Data file | x | x | x | x | x | |||||
50 | Condense Data--Period Copy | x | Create a file for a specific period of data | ||||||||
51 | Condense Data--Summary Journal Entry | x | x | Condense now allows for one summary entry | |||||||
52 | Condense Data--No Summary Entry | x | x | ||||||||
53 | Create Estimates | x | x | x | x | x | x | x | x | ||
54 | Current Availability | x | x | x | Tracking what is available to promise to a customer, not just QOH | ||||||
55 | Current Availability Window | Retail, M&W | x | x | Window details what is on SO, PO or Assembly per item, QOH and what is currenly available to sell | ||||||
56 | Custom Fields | x | x | x | x | x | x | x | x | Desktop 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 | |
57 | Customer Snapshot | x | x | x | x | ||||||
58 | Delayed Charges/Billing | x | x | x | QBO feature--Enter charges to be billed later | ||||||
59 | Document Center/Management | x | x | x | x | x | x | x | x | Doc 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 | |
60 | Enhanced Item Receiving | x | ESAE | Bill and Item receipt are separate/unlinked transactions | |||||||
61 | Express Setup of QB Company file | x | x | x | x | x | x | x | x | QB Mac 2013 has a better easier setup | |
62 | FIFO Inventory Valuation | Advanced Inventory | ESAE with AI | x | x | ES 12 AI. Inventory Cost First In, First Out method | |||||
63 | FIFO Cost Lot History Report | Advanced Inventory | ESAE with AI | Track acquisitions and disbursements for cost litting | |||||||
64 | File Manager/Client File Dashboard | x | x | ||||||||
65 | Find and Select Items | x | ESAE | Quickly find and select items on transaction, add multiple at once | |||||||
66 | Go from Estimate to a PO or SO | x | x | x | Very important to contractors | ||||||
67 | Group Items | x | x | x | x | x | x | x | QBO calls it "Bundles" | ||
68 | Improved Excel Reporting | x | x | x | x | x | Export report to existing excel spreadsheet | ||||
69 | Income List/Transaction Center | x | x | x | x | x | x | x | x | QB Pro/Premier/ES/Mac all now have an Income Tracker/List module. | |
70 | Industry specific reporting | x | x | x | QBA and ESA have all edition reports | ||||||
71 | Integrated Help | x | x | x | x | x | x | x | x | QB 2011 Plus too: Help, KB and Community articles | |
72 | Inventory Assembly/Bill of Materials | x | x | x | Manufacture finished good from component parts | ||||||
73 | Inventory Assembly--Edit Build/Variable Builds | x | ESAE | To edit build in Premier, must edit the actual assembly item. Time consuming, not ideal like ES | |||||||
74 | Inventory Assemly--Build Nested Assemblies and auto-Update BOM cost when BOM component cost changes | x | x | QBES 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. | |||||||
75 | Inventory Center | x | x | x | ES supports item picture | ||||||
76 | Inventory: Disallow Selling Negative Inv | x | ESAE | Ability to set a preference to not be able to sell inventory iwth QTY <0. | |||||||
77 | Invoice Automation | x | x | x | Automatically create invoice from unbilled activity | ||||||
78 | Job Costing Module and Reports | x | x | x | x | x | x | 2014 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 | |||
79 | Journal Entries: Adjusting | x | x | x | Mark a JE as an adjusting entry | ||||||
80 | Journal Entries: List of Previous Entries | x | x | ||||||||
81 | Journal Entries: Debit and Credit Totals | x | x | x | x | x | |||||
82 | Journal Entries: Reversing | x | x | x | x | x | x | ||||
83 | Journal Entries: More than on AR/AP per… | x | x | x | |||||||
84 | Journal Entries: Send JE to client | x | n/a | n/a | n/a | Send JE to client via email, import into data file. For QBA 2014, Accountant can send JE's to QB Mac 2014 clients. | |||||
85 | Lead Center | x | x | x | x | ||||||
86 | Line Items copy/paste on forms | x | x | x | x | 2014 supports copy/paste of line items on a transaction | |||||
87 | Location Tracking | x | x | A secondary level of class tracking | |||||||
88 | Manage Fixed Assets | x | x | Track your fixed assets and post depreciation to QB | |||||||
89 | Mileage Tracking | x | x | x | x | x | x | Enter vehicle mileage and assgin to customer/job | |||
90 | Multi-currency | x | x | x | x | x | x | x | |||
91 | Multi-Location Access | x | x | x | Desktop QB requires Citrix, Terminal Server or Hosting | ||||||
92 | Multi-Instance | x | x | x | x | x | 2 company files open in same program year. QBO--create chrome users | ||||
93 | Multi-User Access | up to 3 | up to 5 | up to 30 | x | up to 3 | up to 3 | up to 5 | x | QB is a User License, regardless of concurrent use. QBO supports up to 25 users | |
94 | Multiple Vendor ship to addresses | x | x | x | x | ||||||
95 | Multiple windows | x | x | x | x | x | x | x | x | View and flip thru multiple windows in your view. For QBO/A, use multiple tabs in Google Chrome, Firefox or IE 10 | |
96 | ODBC functionality | x | x | Free | x | Open Database Connectivity for SQL queries. Free in ES | |||||
97 | One-click Transactions | x | x | x | x | Pay bill right from bill, Receive Pmt or Create Credit Memo from invoice. QB 2011 Plus too | |||||
98 | Online Banking/Bank Feeds | x | x | x | x | x | x | x | x | x | Totally revampled in Pro, Premier and Enterprise 2014, geared towards faster, easier and batch entry. More like Quicken-cool. |
99 | Online Banking/Bank Feeds: Undo | x | x | x | Ability to Undo an added/matched transactions from the Bank Feed window without having to go to register | ||||||
100 | Online Banking/bank Feeds: Split by % | x | x | x | Ability to set bank rules to split categories by percent or amount. |
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