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REVIEWS - QuickBooks Pro 2008 W/Payroll 2008
[OLDER VERSION]
ViewUserReviews
Average Customer Rating
3.2 out of 5
Product Feature
Value pack brings together the two softwareq
packages most recommended by accountants
Stores all your payroll and accounting data in aq
single location, eliminating the need for double
data entry and saving you time
QuickBooks Pro provides all the accounting andq
business tools you need to quickly organize and
complete routine tasks from creating invoices and
reports to bill tracking and check-writing
QuickBooks Payroll offers an easy-to-use solutionq
for doing your payroll essentials in-house from
paying employees and downloading up-to-date tax
tables to preparing tax forms
Features a customizable Home Page that gives youq
direct access to key features, plus a clear picture
of how they all fit together
Read moreq
Product Description
QUICKBOOKS PRO 2008 w/PAYROLL 2008 RETAIL DBL WIDE BOX SET Read more
Product Description
QuickBooks Pro + QuickBooks Payroll: 2 great products in 1 value pack. With this integrated set of tools, all
your payroll and accounting data is stored in a single location, eliminating double data entry and saving you
time.
QuickBooks Pro provides all the accounting and business tools you need to quickly organize and complete
routine tasks from creating invoices and reports to bill tracking and check-writing.
QuickBooks Payroll provides an easy-to-use solution for doing your payroll essentials in-house from paying
employees and downloading up-to-date tax tables to preparing tax forms.
The QuickBooks Pro + Payroll Value Pack is the easiest way to help your business succeed.
QuickBooks Pro
Movies
See how QuickBooks Pro can
help your business succeed.
Pro Edition Overview (2:13)
New Features (2:44)
Quickly Pay Bills and Print
Checks (0:51)
Invoice a Customer and Apply
Payments (1:17)
Answer a few basic questions, and get a customized setup you can change at any time.
Robust new Help functionality allows you to find the information you need quickly and easily.
Easily Get Started
IMPROVED! 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 2008.
Get Set Up and Running Quickly
Answer a few basic questions, and get a customized setup you can change at any time.
NEW! Step by step coaching for new users to help you learn QuickBooks faster
Get up to speed on QuickBooks easily. The new 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 2008. 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
NEW! Find Answers Fast
Robust new Help functionality allows you to find the information you need quickly and easily as you
work in QuickBooks, so you can get back to business. 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.
Enjoy Free QuickBooks support included for 30 days from registration for questions
submitted online
Have a question about QuickBooks? Submit your questions online at www.quickbooks.com/contactme.
We'll email or call you back usually in 30 minutes or less. No waiting on hold!
Tap into the knowledge of the QuickBooks User Community
Visit the QuickBooks User Community to connect with other QuickBooks users and experts to ask
questions and share advice. Search or browse through a variety of discussion topics or post your own
question.
Choose from dozens of pre-designed QuickBooks templates, or send the key invoice data to a
customizable Microsoft Word document.
Use your existing e-mail address to send invoices, statements, estimates, sales receipts, purchase
orders, reports, and pay stubs from your QuickBooks to your customers, vendors, employees, and
accountant.
Save Time on Everyday Tasks
Easily track and pay bills; set due date reminders
Record bills as they arrive directly from the QuickBooks homepage. Never mistakenly miss a bill due
date--QuickBooks will alert you with due date reminders. And when you are ready to pay bills,
QuickBooks shows you all bills that are outstanding.
Track inventory assemblies and finished goods
Let QuickBooks track your raw materials and finished goods to avoid overbuying and backorders.
Combine them in the appropriate quantities to create "finished goods" items. Each time you log a sale
or complete a work order, QuickBooks deducts materials as it increases finished goods. Instantly see
how many assemblies you can build with current stock.
Quickly create estimates & invoices
When it's time to bill your customer, turn any estimate into an invoice with one click. Choose from
dozens of pre-designed QuickBooks templates, or send the key invoice data to a customizable
Microsoft Word document.
NEW! Send estimates, invoices & reports directly from QuickBooks using MS Outlook or
Outlook Express
Use your existing e-mail address to send invoices, statements, estimates, sales receipts, purchase
orders, reports, and pay stubs from your QuickBooks to your customers, vendors, employees, and
accountant.
Download credit card and bank statements
Download cleared checks, deposits, and credit card transactions into QuickBooks to save time on data
entry and reconciliation.
See contact information and complete transaction history for any customer with Customer Center.
Select any vendor to see purchase orders, bills, and payments with Vendor Center.
See contact information for any employee and a complete list of checks paid in Employee Center.
Stay Organized and on Top of Your Business
Organize data all in one place with Customer, Vendor, and Employee Centers
Customer Center
Follow up on past-due accounts and answer customer requests faster. See contact information and
complete transaction history for any customer.
Vendor Center
Select any vendor to see purchase orders, bills, and payments. Check your account status to avoid
incurring late charges. Initiate new payments or purchase orders with one click.
Employee Center
See contact information for any employee and a complete list of checks paid.
Track sales, sales taxes, and customer payments
Easily record sales and create sales receipts for your customers. Set up sales tax codes, and
QuickBooks will automatically charge sales tax on all invoices, sales receipts, and other sales forms.
When it's time to pay sales tax to your local sales tax board, QuickBooks will also help you figure out
how much you owe.
Track employee time and expenses to bill clients
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.
Easily export or enter data into TurboTax, or send to your accountant
Be ready for tax time. QuickBooks helps you assign each account in your Chart of Accounts to a
specific line on tax forms, so all income and expenses are accurately categorized. Easily export your
tax data into TurboTax or provide your accountant accurate data to simplify the tax process.
Create 100+ customizable reports, like Profit & Loss Statements and sales reports, in two
clicks
QuickBooks comes with more than 100 pre-designed, customizable business reports and a Report
Navigator that makes it easy to choose the right one. Create reports,like your Profit and Loss
statement and Balance Sheet in two clicks. Plus, you can get the totals you need for tax forms
instantly.
Efficiently Manage Employees and Contract Workers
Manage payroll and payroll taxes; offer Direct Deposit 1(paid subscription required)
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 and save it as a PDF
file.
Prepare and print 1099s & 1096s for contract workers & federal filing
The QuickBooks 1099 and 1096 wizard will walk you through all the steps to create and print tax
forms for you and your independent contractors.
Manage Products, Services and Inventory
Track inventory, set reorder points, and create purchase orders
Easily track your raw materials and finished goods to avoid overbuying and backorders. Import your
inventory from Excel or record directly in QuickBooks. You can even indicate re-order points for each
inventory good and turn on reminders to automatically let you know when its time to reorder. Create
and customize purchase orders directly from the Home Page, and automatically receive against P.O.s
when recording bills
Use your company data from your QuickBooks reports and export it to new or existing Excel
spreadsheets while keeping all Excel formulas and formatting intact.
Use your company data from your QuickBooks reports and export it to new or existing Word documents.
Easily share your accounting records with your accountant.
Flexibility to Work the Way You Want
Export company data to Excel spreadsheets
Use your company data from your QuickBooks reports and export it to new or existing Excel
spreadsheets while keeping all Excel formulas and formatting intact. Anytime you export updated
data from QuickBooks, Excel maintains your existing formulas and updates the results automatically.
Create letters with Word using customer data
Use your company data from your QuickBooks reports and export it to new or existing Excel
spreadsheets while keeping all Excel formulas and formatting intact. Anytime you export updated
data from QuickBooks, Excel maintains your existing formulas and updates the results automatically.
Create and customize professional-looking forms
Create professional-looking forms by choosing from more than 100 expertly designed forms, including
invoices, estimates, and sales receipts. Or create one for yourself in Microsoft Word. You can also
customize the templates by adding your company logo and tag line to present your business uniquely
to your customers.
IMPROVED! Allow your accountant to review data & make changes while you work.
Easily share your accounting records with your accountant. Increase your productivity by allowing
your accountant to review historical data and make changes while you work. Seamlessly import your
accountant's changes back into your file for improved accuracy.
Easily map and obtain directions to your saved customer, vendor and employee
addresses--right from within QuickBooks!
Open up any record in the Customer, Vendor and Employee centers to access links to maps and
directions to customer and vendor locations or employee addresses.
Access your QuickBooks data from any secure Internet connection
Access your financial data even when you're not in the office by using QuickBooks Remote Access,
powered by WebEx. All you need is an Internet-connected PC. All transmissions are protected by
encryption technology used by financial institutions.
Other Tools to Meet Your Business Needs
Print checks and forms directly from QuickBooks to keep better, more accurate records
while also saving time
Accurate records: All your information will be updated and stored in QuickBooks.
Save time: Three out of four QuickBooks customers save at least one-half the time printing checks vs.
handwriting them.
Check out our deposit slips, envelopes, tax forms, invoices, stamps, and labels--all designed to work
with QuickBooks.
We guarantee your checks will work with QuickBooks and your printer, and they will be accepted by
any financial institution in the United States–or we will refund or replace your order within 60 days of
purchase. Learn More
Save time by accepting all major credit cards and debit cards with QuickBooks Merchant
Services
Built into your QuickBooks software, QuickBooks Merchant Services is easy to set up and use. No new
hardware, software, or phone lines are required. When you make a sale, the data is automatically
recorded in QuickBooks. QuickBooks Merchant Services requires no additional data-entry, and you
won't waste hours searching for errors. You can process sales on screens you already know and use.
Reconcile quickly, without headaches. This credit card processing from QuickBooks has no teaser
rates, no hidden fees, no cancellation fees, and no long-term contracts.
Keep track of your inventory and customer information while you ring up sales
QuickBooks Point of Sale software and hardware save you the time and trouble of doing it yourself,
making it easier to focus on the products and services that will keep your customers coming back.
Pair Point of Sale with QuickBooks financial software and you can transfer sales information to your
financial software–in one click.
NEW! Quickly capture billable hours online and from Outlook Calendar
Free 60-day trial! Time Tracker is the simplest way to track and record employee and contractor time
in QuickBooks. Your employees can track their hours from anywhere, using a timesheet on the Web
and, now by designating meetings, emails, and appointments in their Outlook calendar for billing! You
can download an entire set of timesheets into QuickBooks with one click. Administrators can review
and edit timesheets before submitting to ensure accuracy, as well as run custom reports on
submitted time.
Meet key business needs with third-party software found at QuickBooks Solutions
Marketplace
Find industry-specific solutions that work with QuickBooks and help solve your unique business
challenges including specialized inventory and order management, scheduling, document
management, multiple billing rates, complex estimating, and project management.
Payroll Standard
Using QuickBooks Standard Payroll
1. Subscribe and set up your QuickBooks
Payroll. Subscribing unlocks the payroll
features in your QuickBooks software. Once
you've subscribed, your QuickBooks software
will help you with a step-by-step guided
approach to setting up your payroll process,
including information about your company,
your employees' wages or salaries, their bank
account information, and your company's
year-to-date payroll amounts. Enter
information only once, and QuickBooks will
remember it each time you run payroll. You
can update, add, or delete information or
create customizable reports anytime.
2. Download the latest tax tables and
forms into QuickBooks. QuickBooks uses
the Internet to check for and download the
latest federal and state tax tables and federal
forms. It automatically checks to see if new tax
rates are available each time you run payroll
and prompts you to install them first.
3. Enter employees' time right into
QuickBooks. You can easily enter the time for
your hourly employees directly into the payroll.
Or, if you track your employees' hours using
the optional Time Tracker feature in
QuickBooks, it will automatically flow the
employees' hours into the payroll1. You enter
salaried employees only once, and QuickBooks
remembers the salary amount each payday.
4. Run payroll and issue paychecks. Once
you've entered your employees' hours or
payroll amounts, taxes are instantly calculated
and your paychecks are ready to print from
QuickBooks anytime. Or you can use our
convenient Direct Deposit feature to have
employees' pay transferred straight to their
bank accounts (additional fees apply). Your
QuickBooks software automatically calculates
employee earnings, deductions, and federal
and state payroll taxes. It automatically
applies the amounts to the correct accounts in
your QuickBooks register and provides
customizable, detailed reports.
5. Pay and file your taxes and liabilities.
Your QuickBooks Standard Payroll service
includes federal payroll tax forms. QuickBooks
uses the data from paychecks to automatically
fill in the forms for you--just print your tax
forms and liabilities checks, sign them, and
mail them. You can easily track your liabilities
with QuickBooks Payroll reports. (If your state
requires you to file state forms, get more
information on our QuickBooks Enhanced
Payroll service.) QuickBooks Standard Payroll
includes federal payroll tax forms: W-2, W-3,
940, 941, 941/Schedule B, 1096, and
1099-MISC2. All federal payroll tax forms can
be printed onto blank paper (with the
exception of Forms 1099-MISC and 1096).
Efficient
Automatically fills in federal tax forms that are ready to print, sign and mail
Works within QuickBooks, so there’s nothing new to learn and no double entry
Quickly download the latest state and federal payroll tax tables and federal forms
Easy to use
Step-by-step guidance makes it easy to set up and get started
Run payroll in just a few mouse clicks; just enter hours and you're ready to go
Payroll taxes and deductions are calculated automatically based on the data you enter
Easily share data with your accountant
Flexible
Pay your employees when and how you want, helping you manage your cash flow effectively
Offer Direct Deposit (DD) to your employees; schedule DD up to 45 days in advance
Run customized payroll reports from QuickBooks any time you like.
Automatically calculate payroll taxes and deductions based on the data you enter.
Run payroll in just a few mouse clicks: simply enter hours and you're ready to go.
QuickBooks Direct Deposit will deposit your employees' pay into their accounts--no matter where you
are on payday.
Standard Payroll helps you manage the essentials in-house
Automatically calculate payroll taxes and deductions based on the data you enter
Enter your employee information once, and QuickBooks will use the information each payday to
automatically calculate deductions and prepare paychecks to print. You can spend less time on
payroll and minimize tax filing hassles.
If you want to save even more time completing your quarterly and year-end tax forms, consider
QuickBooks Enhanced Payroll. It automatically fills in your federal and state tax forms for you. Or, you
could let us handle all your payroll tax filings and payments--QuickBooks Assisted Payroll will deposit
and file your payroll taxes and forms for you.
Quickly download the latest federal payroll tax tables and forms, and automatically fill
them in with QuickBooks data--you just print, sign, and mail
Download the most up-to-date tax tables and forms into QuickBooks--automatically
Every 45 days, QuickBooks automatically prompts you to download the most current tax tables,
helping you keep your payroll accurate and up-to-date. QuickBooks Payroll's team of compliance
professionals works with federal and state tax authorities to monitor changes and make the
necessary updates during the course of a year.
Need to track Workers' Compensation? Consider QuickBooks Enhanced Payroll. It makes paying the
correct amount easy.
Just print, sign, and mail tax filings
Prepare your tax filings in less time. QuickBooks compiles the payroll data for your 940/Schedule A,
941/Schedule B, W-2, W-3, 1099-MISC, and 1096 forms and carries your data directly into your federal
filings, so you can print signature-ready federal tax forms. (Forms 1099-MISC and 1096 require
QuickBooks Pro, Premier, or Enterprise Solutions 2005 or higher. Forms 1099-MISC and 1096 are not
available in QuickBooks Simple Start.) QuickBooks Standard Payroll also compiles the payroll data you
need to fill in your state tax forms manually--great if your accountant files your taxes for you.
Need to fill in federal, state, and 943/943A tax forms? QuickBooks Enhanced Payroll may be the right
service for you.
Run customized payroll reports from QuickBooks anytime you like
Run reports to see how payroll affects your bottom line. QuickBooks Payroll offers customizable
summary-level and detail-level reports. You can even use payroll data for more accurate job costing
analysis.
You can process your payroll more efficiently
Run payroll in just a few mouse clicks: simply enter hours and you're ready to go.
Create and print paychecks from your own PC in minutes
Just set up your payroll in QuickBooks, enter your employees' hours (if applicable), and then print
your paychecks. QuickBooks stores your payroll data and automatically retrieves it each time you run
payroll. You can also use optional built-in Direct Deposit to make paydays a breeze.
Enter all employees' hours from a single screen to help save time and eliminate hassles
Using the Pay Employees workflow (requires QuickBooks Pro, Premier, or Enterprise Solutions 2007 or
newer, or QuickBooks Simple Start 2008)) or Rapid Time Entry (QuickBooks 2005 or newer), you can
enter all employee hours quickly and accurately on a single screen, rather than on individual screens.
You can streamline your payroll process, minimize the hassle, and finish your payroll in a fraction of
the time.
Have employees that receive a commission or bonus? Consider QuickBooks Enhanced Payroll. It
performs one-step, net-to-gross calculations to make sure you pay your employees the correct
commission or bonus
Offer Direct Deposit to your employees and schedule deposits up to 45 days in advance
With optional Direct Deposit, you don't need to be in the office on payday. If you're away on business
or enjoying a vacation, employees can still get paid. QuickBooks Direct Deposit will deposit your
employees' pay into their accounts--no matter where you are on payday. Plus, employees don't have
to run to the bank to deposit their paychecks. (Additional fees apply.)
Manage all your payroll activities from a single screen with the Payroll Center
The Payroll Center (requires QuickBooks Pro/Premier/Enterprise Solutions 2006 or higher, or
QuickBooks Simple Start 2008) simplifies payroll management by letting you handle all payroll
activities--from paying employees, taxes, and liabilities, to filing tax forms and tracking payroll
expenses--all from one at-a-glance screen.
The Payroll Center lets you see an end-to-end view of your most important payroll tasks and quickly
check due dates for your payroll schedule, including when to pay your taxes, who to pay, and how
much. Everything is available with one-click access.
60-day satisfaction guarantee
60-day satisfaction guarantee--or your money back
Standard Payroll makes the rest easy
Works within QuickBooks financial software, so there's nothing new to learn and no double data entry
Works within QuickBooks financial software--so it's easy to use
All QuickBooks Payroll services work within your existing QuickBooks software, so there is nothing
new to learn.
All payroll data is in QuickBooks, so you don't need to re-enter data manually
Every time you get a report from ADP or Paychex, or calculate payroll in Excel, you have to manually
re-enter the data into QuickBooks. Why waste time? With QuickBooks Payroll, your data is already
integrated. That means no double data entry and fewer chances for data-entry errors. QuickBooks
Payroll offers an easy, all-in-one solution for managing both your business finances and your payroll.
Easily share data with your accountant
It's simple to share your QuickBooks company financial and payroll data file with your accountant.
And your accountant can run reports and make adjustments for you, without ever leaving the office.
Just e-mail your company file to your accountant or give them remote access to your file via their
QuickBooks Accountant Edition software.
Get set up quickly with step-by-step guidance
Easy to switch, easy to learn. Once you've signed up, QuickBooks Payroll guides you step-by-step
through payroll setup. You'll enter your employees' payroll information, your company's tax
information, and your year-to-date payroll amounts. You only need to enter this information
once--QuickBooks remembers it each time you run payroll. You can easily add employees or update
an employee's information at any time.
Get ongoing help through the included callback phone support available via Web request
QuickBooks Standard Payroll offers free unlimited callback support for setup and usage for active
subscribers. There's no need to wait on hold. Submit an online callback support request and a support
expert will research your question and usually call you back within 2 hours.
Read more

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Quick books pro 2008 w payroll 2008 [older version]

  • 1. REVIEWS - QuickBooks Pro 2008 W/Payroll 2008 [OLDER VERSION] ViewUserReviews Average Customer Rating 3.2 out of 5 Product Feature Value pack brings together the two softwareq packages most recommended by accountants Stores all your payroll and accounting data in aq single location, eliminating the need for double data entry and saving you time QuickBooks Pro provides all the accounting andq business tools you need to quickly organize and complete routine tasks from creating invoices and reports to bill tracking and check-writing QuickBooks Payroll offers an easy-to-use solutionq for doing your payroll essentials in-house from paying employees and downloading up-to-date tax tables to preparing tax forms Features a customizable Home Page that gives youq direct access to key features, plus a clear picture of how they all fit together Read moreq Product Description QUICKBOOKS PRO 2008 w/PAYROLL 2008 RETAIL DBL WIDE BOX SET Read more Product Description QuickBooks Pro + QuickBooks Payroll: 2 great products in 1 value pack. With this integrated set of tools, all your payroll and accounting data is stored in a single location, eliminating double data entry and saving you time. QuickBooks Pro provides all the accounting and business tools you need to quickly organize and complete routine tasks from creating invoices and reports to bill tracking and check-writing. QuickBooks Payroll provides an easy-to-use solution for doing your payroll essentials in-house from paying employees and downloading up-to-date tax tables to preparing tax forms. The QuickBooks Pro + Payroll Value Pack is the easiest way to help your business succeed. QuickBooks Pro
  • 2. Movies See how QuickBooks Pro can help your business succeed. Pro Edition Overview (2:13) New Features (2:44) Quickly Pay Bills and Print Checks (0:51) Invoice a Customer and Apply Payments (1:17) Answer a few basic questions, and get a customized setup you can change at any time. Robust new Help functionality allows you to find the information you need quickly and easily. Easily Get Started IMPROVED! 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 2008. Get Set Up and Running Quickly Answer a few basic questions, and get a customized setup you can change at any time. NEW! Step by step coaching for new users to help you learn QuickBooks faster Get up to speed on QuickBooks easily. The new QuickBooks Coach guides you step by step, so you
  • 3. 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 2008. 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 NEW! Find Answers Fast Robust new Help functionality allows you to find the information you need quickly and easily as you work in QuickBooks, so you can get back to business. 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. Enjoy Free QuickBooks support included for 30 days from registration for questions submitted online Have a question about QuickBooks? Submit your questions online at www.quickbooks.com/contactme. We'll email or call you back usually in 30 minutes or less. No waiting on hold! Tap into the knowledge of the QuickBooks User Community Visit the QuickBooks User Community to connect with other QuickBooks users and experts to ask questions and share advice. Search or browse through a variety of discussion topics or post your own question. Choose from dozens of pre-designed QuickBooks templates, or send the key invoice data to a customizable Microsoft Word document. Use your existing e-mail address to send invoices, statements, estimates, sales receipts, purchase orders, reports, and pay stubs from your QuickBooks to your customers, vendors, employees, and accountant. Save Time on Everyday Tasks Easily track and pay bills; set due date reminders Record bills as they arrive directly from the QuickBooks homepage. Never mistakenly miss a bill due date--QuickBooks will alert you with due date reminders. And when you are ready to pay bills, QuickBooks shows you all bills that are outstanding. Track inventory assemblies and finished goods Let QuickBooks track your raw materials and finished goods to avoid overbuying and backorders. Combine them in the appropriate quantities to create "finished goods" items. Each time you log a sale or complete a work order, QuickBooks deducts materials as it increases finished goods. Instantly see
  • 4. how many assemblies you can build with current stock. Quickly create estimates & invoices When it's time to bill your customer, turn any estimate into an invoice with one click. Choose from dozens of pre-designed QuickBooks templates, or send the key invoice data to a customizable Microsoft Word document. NEW! Send estimates, invoices & reports directly from QuickBooks using MS Outlook or Outlook Express Use your existing e-mail address to send invoices, statements, estimates, sales receipts, purchase orders, reports, and pay stubs from your QuickBooks to your customers, vendors, employees, and accountant. Download credit card and bank statements Download cleared checks, deposits, and credit card transactions into QuickBooks to save time on data entry and reconciliation. See contact information and complete transaction history for any customer with Customer Center. Select any vendor to see purchase orders, bills, and payments with Vendor Center. See contact information for any employee and a complete list of checks paid in Employee Center. Stay Organized and on Top of Your Business Organize data all in one place with Customer, Vendor, and Employee Centers
  • 5. Customer Center Follow up on past-due accounts and answer customer requests faster. See contact information and complete transaction history for any customer. Vendor Center Select any vendor to see purchase orders, bills, and payments. Check your account status to avoid incurring late charges. Initiate new payments or purchase orders with one click. Employee Center See contact information for any employee and a complete list of checks paid. Track sales, sales taxes, and customer payments Easily record sales and create sales receipts for your customers. Set up sales tax codes, and QuickBooks will automatically charge sales tax on all invoices, sales receipts, and other sales forms. When it's time to pay sales tax to your local sales tax board, QuickBooks will also help you figure out how much you owe. Track employee time and expenses to bill clients 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. Easily export or enter data into TurboTax, or send to your accountant Be ready for tax time. QuickBooks helps you assign each account in your Chart of Accounts to a specific line on tax forms, so all income and expenses are accurately categorized. Easily export your tax data into TurboTax or provide your accountant accurate data to simplify the tax process. Create 100+ customizable reports, like Profit & Loss Statements and sales reports, in two clicks QuickBooks comes with more than 100 pre-designed, customizable business reports and a Report Navigator that makes it easy to choose the right one. Create reports,like your Profit and Loss statement and Balance Sheet in two clicks. Plus, you can get the totals you need for tax forms instantly. Efficiently Manage Employees and Contract Workers Manage payroll and payroll taxes; offer Direct Deposit 1(paid subscription required) 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 and save it as a PDF file. Prepare and print 1099s & 1096s for contract workers & federal filing The QuickBooks 1099 and 1096 wizard will walk you through all the steps to create and print tax forms for you and your independent contractors. Manage Products, Services and Inventory Track inventory, set reorder points, and create purchase orders Easily track your raw materials and finished goods to avoid overbuying and backorders. Import your inventory from Excel or record directly in QuickBooks. You can even indicate re-order points for each inventory good and turn on reminders to automatically let you know when its time to reorder. Create and customize purchase orders directly from the Home Page, and automatically receive against P.O.s when recording bills
  • 6. Use your company data from your QuickBooks reports and export it to new or existing Excel spreadsheets while keeping all Excel formulas and formatting intact. Use your company data from your QuickBooks reports and export it to new or existing Word documents. Easily share your accounting records with your accountant. Flexibility to Work the Way You Want Export company data to Excel spreadsheets Use your company data from your QuickBooks reports and export it to new or existing Excel spreadsheets while keeping all Excel formulas and formatting intact. Anytime you export updated data from QuickBooks, Excel maintains your existing formulas and updates the results automatically. Create letters with Word using customer data Use your company data from your QuickBooks reports and export it to new or existing Excel spreadsheets while keeping all Excel formulas and formatting intact. Anytime you export updated data from QuickBooks, Excel maintains your existing formulas and updates the results automatically. Create and customize professional-looking forms Create professional-looking forms by choosing from more than 100 expertly designed forms, including invoices, estimates, and sales receipts. Or create one for yourself in Microsoft Word. You can also customize the templates by adding your company logo and tag line to present your business uniquely to your customers. IMPROVED! Allow your accountant to review data & make changes while you work. Easily share your accounting records with your accountant. Increase your productivity by allowing your accountant to review historical data and make changes while you work. Seamlessly import your
  • 7. accountant's changes back into your file for improved accuracy. Easily map and obtain directions to your saved customer, vendor and employee addresses--right from within QuickBooks! Open up any record in the Customer, Vendor and Employee centers to access links to maps and directions to customer and vendor locations or employee addresses. Access your QuickBooks data from any secure Internet connection Access your financial data even when you're not in the office by using QuickBooks Remote Access, powered by WebEx. All you need is an Internet-connected PC. All transmissions are protected by encryption technology used by financial institutions. Other Tools to Meet Your Business Needs Print checks and forms directly from QuickBooks to keep better, more accurate records while also saving time Accurate records: All your information will be updated and stored in QuickBooks. Save time: Three out of four QuickBooks customers save at least one-half the time printing checks vs. handwriting them. Check out our deposit slips, envelopes, tax forms, invoices, stamps, and labels--all designed to work with QuickBooks. We guarantee your checks will work with QuickBooks and your printer, and they will be accepted by any financial institution in the United States–or we will refund or replace your order within 60 days of purchase. Learn More Save time by accepting all major credit cards and debit cards with QuickBooks Merchant Services Built into your QuickBooks software, QuickBooks Merchant Services is easy to set up and use. No new hardware, software, or phone lines are required. When you make a sale, the data is automatically recorded in QuickBooks. QuickBooks Merchant Services requires no additional data-entry, and you won't waste hours searching for errors. You can process sales on screens you already know and use. Reconcile quickly, without headaches. This credit card processing from QuickBooks has no teaser rates, no hidden fees, no cancellation fees, and no long-term contracts. Keep track of your inventory and customer information while you ring up sales QuickBooks Point of Sale software and hardware save you the time and trouble of doing it yourself, making it easier to focus on the products and services that will keep your customers coming back. Pair Point of Sale with QuickBooks financial software and you can transfer sales information to your financial software–in one click. NEW! Quickly capture billable hours online and from Outlook Calendar Free 60-day trial! Time Tracker is the simplest way to track and record employee and contractor time in QuickBooks. Your employees can track their hours from anywhere, using a timesheet on the Web and, now by designating meetings, emails, and appointments in their Outlook calendar for billing! You can download an entire set of timesheets into QuickBooks with one click. Administrators can review and edit timesheets before submitting to ensure accuracy, as well as run custom reports on submitted time. Meet key business needs with third-party software found at QuickBooks Solutions Marketplace Find industry-specific solutions that work with QuickBooks and help solve your unique business challenges including specialized inventory and order management, scheduling, document management, multiple billing rates, complex estimating, and project management. Payroll Standard
  • 8. Using QuickBooks Standard Payroll 1. Subscribe and set up your QuickBooks Payroll. Subscribing unlocks the payroll features in your QuickBooks software. Once you've subscribed, your QuickBooks software will help you with a step-by-step guided approach to setting up your payroll process, including information about your company, your employees' wages or salaries, their bank account information, and your company's year-to-date payroll amounts. Enter information only once, and QuickBooks will remember it each time you run payroll. You can update, add, or delete information or create customizable reports anytime. 2. Download the latest tax tables and forms into QuickBooks. QuickBooks uses the Internet to check for and download the latest federal and state tax tables and federal forms. It automatically checks to see if new tax rates are available each time you run payroll and prompts you to install them first. 3. Enter employees' time right into QuickBooks. You can easily enter the time for your hourly employees directly into the payroll. Or, if you track your employees' hours using the optional Time Tracker feature in QuickBooks, it will automatically flow the employees' hours into the payroll1. You enter salaried employees only once, and QuickBooks remembers the salary amount each payday. 4. Run payroll and issue paychecks. Once you've entered your employees' hours or payroll amounts, taxes are instantly calculated and your paychecks are ready to print from QuickBooks anytime. Or you can use our convenient Direct Deposit feature to have employees' pay transferred straight to their bank accounts (additional fees apply). Your QuickBooks software automatically calculates employee earnings, deductions, and federal and state payroll taxes. It automatically applies the amounts to the correct accounts in your QuickBooks register and provides customizable, detailed reports.
  • 9. 5. Pay and file your taxes and liabilities. Your QuickBooks Standard Payroll service includes federal payroll tax forms. QuickBooks uses the data from paychecks to automatically fill in the forms for you--just print your tax forms and liabilities checks, sign them, and mail them. You can easily track your liabilities with QuickBooks Payroll reports. (If your state requires you to file state forms, get more information on our QuickBooks Enhanced Payroll service.) QuickBooks Standard Payroll includes federal payroll tax forms: W-2, W-3, 940, 941, 941/Schedule B, 1096, and 1099-MISC2. All federal payroll tax forms can be printed onto blank paper (with the exception of Forms 1099-MISC and 1096). Efficient Automatically fills in federal tax forms that are ready to print, sign and mail Works within QuickBooks, so there’s nothing new to learn and no double entry Quickly download the latest state and federal payroll tax tables and federal forms Easy to use Step-by-step guidance makes it easy to set up and get started Run payroll in just a few mouse clicks; just enter hours and you're ready to go Payroll taxes and deductions are calculated automatically based on the data you enter Easily share data with your accountant Flexible Pay your employees when and how you want, helping you manage your cash flow effectively Offer Direct Deposit (DD) to your employees; schedule DD up to 45 days in advance Run customized payroll reports from QuickBooks any time you like. Automatically calculate payroll taxes and deductions based on the data you enter.
  • 10. Run payroll in just a few mouse clicks: simply enter hours and you're ready to go. QuickBooks Direct Deposit will deposit your employees' pay into their accounts--no matter where you are on payday. Standard Payroll helps you manage the essentials in-house Automatically calculate payroll taxes and deductions based on the data you enter Enter your employee information once, and QuickBooks will use the information each payday to automatically calculate deductions and prepare paychecks to print. You can spend less time on payroll and minimize tax filing hassles. If you want to save even more time completing your quarterly and year-end tax forms, consider QuickBooks Enhanced Payroll. It automatically fills in your federal and state tax forms for you. Or, you could let us handle all your payroll tax filings and payments--QuickBooks Assisted Payroll will deposit and file your payroll taxes and forms for you. Quickly download the latest federal payroll tax tables and forms, and automatically fill them in with QuickBooks data--you just print, sign, and mail Download the most up-to-date tax tables and forms into QuickBooks--automatically Every 45 days, QuickBooks automatically prompts you to download the most current tax tables, helping you keep your payroll accurate and up-to-date. QuickBooks Payroll's team of compliance professionals works with federal and state tax authorities to monitor changes and make the necessary updates during the course of a year. Need to track Workers' Compensation? Consider QuickBooks Enhanced Payroll. It makes paying the correct amount easy. Just print, sign, and mail tax filings Prepare your tax filings in less time. QuickBooks compiles the payroll data for your 940/Schedule A, 941/Schedule B, W-2, W-3, 1099-MISC, and 1096 forms and carries your data directly into your federal filings, so you can print signature-ready federal tax forms. (Forms 1099-MISC and 1096 require QuickBooks Pro, Premier, or Enterprise Solutions 2005 or higher. Forms 1099-MISC and 1096 are not available in QuickBooks Simple Start.) QuickBooks Standard Payroll also compiles the payroll data you need to fill in your state tax forms manually--great if your accountant files your taxes for you. Need to fill in federal, state, and 943/943A tax forms? QuickBooks Enhanced Payroll may be the right
  • 11. service for you. Run customized payroll reports from QuickBooks anytime you like Run reports to see how payroll affects your bottom line. QuickBooks Payroll offers customizable summary-level and detail-level reports. You can even use payroll data for more accurate job costing analysis. You can process your payroll more efficiently Run payroll in just a few mouse clicks: simply enter hours and you're ready to go. Create and print paychecks from your own PC in minutes Just set up your payroll in QuickBooks, enter your employees' hours (if applicable), and then print your paychecks. QuickBooks stores your payroll data and automatically retrieves it each time you run payroll. You can also use optional built-in Direct Deposit to make paydays a breeze. Enter all employees' hours from a single screen to help save time and eliminate hassles Using the Pay Employees workflow (requires QuickBooks Pro, Premier, or Enterprise Solutions 2007 or newer, or QuickBooks Simple Start 2008)) or Rapid Time Entry (QuickBooks 2005 or newer), you can enter all employee hours quickly and accurately on a single screen, rather than on individual screens. You can streamline your payroll process, minimize the hassle, and finish your payroll in a fraction of the time. Have employees that receive a commission or bonus? Consider QuickBooks Enhanced Payroll. It performs one-step, net-to-gross calculations to make sure you pay your employees the correct commission or bonus Offer Direct Deposit to your employees and schedule deposits up to 45 days in advance With optional Direct Deposit, you don't need to be in the office on payday. If you're away on business or enjoying a vacation, employees can still get paid. QuickBooks Direct Deposit will deposit your employees' pay into their accounts--no matter where you are on payday. Plus, employees don't have to run to the bank to deposit their paychecks. (Additional fees apply.) Manage all your payroll activities from a single screen with the Payroll Center The Payroll Center (requires QuickBooks Pro/Premier/Enterprise Solutions 2006 or higher, or QuickBooks Simple Start 2008) simplifies payroll management by letting you handle all payroll activities--from paying employees, taxes, and liabilities, to filing tax forms and tracking payroll expenses--all from one at-a-glance screen. The Payroll Center lets you see an end-to-end view of your most important payroll tasks and quickly check due dates for your payroll schedule, including when to pay your taxes, who to pay, and how much. Everything is available with one-click access. 60-day satisfaction guarantee 60-day satisfaction guarantee--or your money back Standard Payroll makes the rest easy Works within QuickBooks financial software, so there's nothing new to learn and no double data entry Works within QuickBooks financial software--so it's easy to use All QuickBooks Payroll services work within your existing QuickBooks software, so there is nothing new to learn. All payroll data is in QuickBooks, so you don't need to re-enter data manually Every time you get a report from ADP or Paychex, or calculate payroll in Excel, you have to manually re-enter the data into QuickBooks. Why waste time? With QuickBooks Payroll, your data is already integrated. That means no double data entry and fewer chances for data-entry errors. QuickBooks Payroll offers an easy, all-in-one solution for managing both your business finances and your payroll. Easily share data with your accountant
  • 12. It's simple to share your QuickBooks company financial and payroll data file with your accountant. And your accountant can run reports and make adjustments for you, without ever leaving the office. Just e-mail your company file to your accountant or give them remote access to your file via their QuickBooks Accountant Edition software. Get set up quickly with step-by-step guidance Easy to switch, easy to learn. Once you've signed up, QuickBooks Payroll guides you step-by-step through payroll setup. You'll enter your employees' payroll information, your company's tax information, and your year-to-date payroll amounts. You only need to enter this information once--QuickBooks remembers it each time you run payroll. You can easily add employees or update an employee's information at any time. Get ongoing help through the included callback phone support available via Web request QuickBooks Standard Payroll offers free unlimited callback support for setup and usage for active subscribers. There's no need to wait on hold. Submit an online callback support request and a support expert will research your question and usually call you back within 2 hours. Read more