User manual
Intuit QuickBooks Premier 2018

User Manual for Intuit QuickBooks Premier 2018

• Product category: Tax & Accounting Intuit
• Brand: Intuit
• Description and content of package
• Technical information and basic settings
• Frequently asked questions – FAQ
• Troubleshooting (does not switch on, does not respond, error message, what do I do if...)
• Authorized service for Intuit Tax & Accounting

Product description

New Features in 2018

• Add flexibility and insight to your business with newly customizable inventory reports

• View more information with windows open across multiple monitors

• Save time with a new searchable Chart of Accounts

• Help deliver your payroll taxes on time with a payroll liability reminder on the home screen

• Compare business performance on a cash or accrual basis with one click

QuickBooks Premier Features

• Automated reports let you know that your reports are on time and accurate based on the data provided, automatically generated and emailed to you when you schedule them

• Smart search is a personalized autocomplete feature that helps you search for names, account numbers, and transaction amounts quickly

• Reports filters are now easily viewable and can be applied across multiple reports and viewed on one screen

• Bill Tracker lets you see the status of your bills, print, or close purchase orders, and more, making it easy to manage payables

• Manage forms in a single step—unclutter your "send forms" queue in a single click

• Advanced reporting features include a "this year to last month" filter

• Get the full picture of your business performance—view your profit and loss, income and expenses, and top customers instantly on the new Homepage Insights

• Find all reminders and notifications in one single window: overdue items, to-do tasks, system notifications, and notes from accountants

• View and pin important notes about customers, vendors, and employees

• View shipping rates, print labels, and track packages through mailing services

• Add multiple attachments, customize email templates to include customer or job info, and see prior email conversations with unique email capabilities

• See all your income-producing transactions in one spot, including overdue invoices, so you can remind customers to pay with new Income Tracker

• Pull in all your banking transactions from multiple banks and accounts, so you can view and categorize them for tax time

• Track bounced checks and see key reports in just one click

• Invoice multiple customers for time and expenses in one batch

• See your invoices, billing, and other important tasks in a Calendar View

• Access your inventory items all in one place with the Inventory Center

• Attach and store documents in the Document Center

• Access industry-specific report templates created by other QuickBooks Premier users

• View all your key customer information at a glance with the Customer Snapshot

• Set up Memorized Transactions for recurring billing, invoices, and estimates

• Create professional looking invoices and forms

• Track sales, sales taxes, and customer payments

• Send invoices and estimates right from your business email account

• Create and print deposit slips

• Easily print checks, pay bills, and track expenses

• Import your contacts from Excel or other email address books

• Allow up to 5 users to work in QuickBooks at the same time

• Set individual user permissions to control access to sensitive information

• Create a copy of your company file for your accountant

• Track your balance sheet by class such as a location, department, or profit center

• Import data from Excel, Quicken, and prior QuickBooks versions

• Download bank and credit card transactions directly into QuickBooks

• View customized sales and profitability reports

• Run "Cost to Complete Job" report

• Track time and expenses by employee, project, client, or service

• Bill clients progressively by job phase

• Document and track change orders

• Pay W-2 employees and file payroll taxes with Enhanced Payroll, which requires an additional fee

• Accept credit card payments in QuickBooks or on a mobile device by turning on the Payments feature for an additional fee

Industry-Specific Features

General Business
• • Manage inventory items—Quickly locate items and complete inventory related tasks all in one place using Inventory Center
  • Track your balance sheet by class—Use this built-in, easy-to-access report to track financial data separately by location, department, or profit center
  • Bill clients progressively by job phase—Track and bill clients by time and material, job phase, or percentage completion

General Contractor
• • Create a "Jobs by Vendor" report—Organize your job costs by vendor, and see which vendors still need to be paid
  • Create job estimates and track change orders—As a job changes simply enter change orders into the estimate field to keep track of the changes and their impact on your bottom line
  • Analyze job profitability—Customizable job cost reports allow you to see a job's profitability on a detailed, task-by-task level

Manufacturing and Wholesale
• • Track inventory reorder point by vendor—Track inventory, set optimal inventory levels, and run a report showing items that need reordering
  • Track profitability by product—Keep track of your biggest moneymakers so you'll know which products to promote and keep in stock, and which to drop from your line
  • Prioritize which orders to fulfill—View all open sales orders and prioritize them by which orders can be shipped and which can't

Nonprofit
• • Create end-of-year donation statements—See who your biggest donors are and track their contributions
  • Create Form 990 (Statement of Functional Expenses)—Identify your expenses for presentation to the board, major donors, and IRS
  • Run donor contribution summary reports—Track each donor's contribution total as needed

Professional Services
• • Track unbilled time and expenses—See all clients with unbilled time and expenses by employee, project, client or service on a single screen as well as quickly sending an invoice
  • Set different billing rates by employee, client, and service—Pay and get paid the right amount by quickly and easily setting different billing rates
  • Analyze profitability by project and client—Reports such as Billed vs Proposal by Project, Cost-to-Complete by Job, and Job Costs by Job and Vendor allow you to stay on top of which projects are most profitable

Retail
• • Track sales results—Track sales accurately and flexibly with the Sales Summary Form and enter total payments and taxable/non-taxable sales for the day, week, or any time period you choose
  • Stay on top of inventory and costs—Track inventory and set reorder points
  • Run a profit and loss report—Compare one month's profit and loss against another

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Intuit QuickBooks 2018 Specs

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