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Superfast set up

QuickBooks is easy to set up and use:

• The simple set up interview gets you started in minutes
• Easy-to-follow tutorials show you how to use key features
• Includes 30 days of free telephone support to get your questions answered

If you're not convinced QuickBooks Desktop is easy to use, you can return it for a full refund within 60 days.

Share your accounts

With capacity for up to 30 users, different people can log in to QuickBooks to access your company finances at the same time:

• Be sure everyone’s working on the most up-to-date data
• No need to log out before someone else can log in
• Ideal for busy finance or sales teams

With multi-user access it’s much easier to use your accounting software together – so people in your company can work more efficiently.

Import your existing data easily

Get up and running fast by importing customer and supplier details from the tools you currently use to track your finances.

• Import data from Excel spreadsheets.
• Import from Quicken and Microsoft Office Accounting
• Import data from previous versions of QuickBooks, automatically

With QuickBooks, you shouldn't need to manually enter information you already have stored elsewhere.

Create branded estimates and invoices

All QuickBooks Desktop packages let you create and send invoices in seconds - and you can design them just the way you want them:

• Choose from a selection of templates
• Customise all aspects of the invoice design
• Choose which information to include and add your logo

Send invoices and estimates from your email address

QuickBooks connects to popular email software and services like Microsoft Outlook, Gmail, Yahoo Mail and Hotmail, so you can send invoices and estimates straight from your email address:

• Saves you time – no need to attach documents to emails manually
• Makes you look professional – all emails come from one address

Email integration makes it easier to create and send invoices, estimates and other documents – without having to log in to your email service separately.

Batch invoicing

Automatically create a full set of invoices for customers receiving the same product or service. Just create the invoice once and choose which customers you want to send it to.

You can email invoices in batches directly from QuickBooks, without having to open any other software. If you currently create invoices individually, this feature will save you heaps of time.

Create estimates and turn them into invoices

Create professional estimates using customer records stored in QuickBooks:

• Add customer and product or service details
• Save, print or send estimates by email
• Turn estimates into invoices easily when the job is done

You can choose from a selection of estimate templates or customise your own – and it’s really easy to add your logo too.

Manage all your payments

The Payment Snapshot gives you up-to-date information about payments to your business, and shows you reminders and tasks:

• See which customers owe you money, and how much
• See instantly which payments are almost due or overdue
• Create detailed reports about cash you’re owed

You can also record payments here as you receive them – making the Payment Snapshot the first place to go for all payment-related tasks.

Track and manage stock

Keep an eye on your stock levels with QuickBooks accounting software:

• See how items flow in and out of your business
• QuickBooks prompts you to reorder when stocks fall
• Create purchase orders to send to suppliers

QuickBooks helps you avoid having cash tied up in stock unnecessarily, while still ensuring you can meet customer demand.

Offer early payment discounts

Maintain your business cash flow by offering discounts to customers who pay promptly:

• Set discount terms once, then apply them to chosen invoices
• QuickBooks recalculates discounted VAT  for you

Early payment discounts can be fiddly to implement manually – which is why our business accounting software does it all for you.

Handle as many foreign currencies as you need

Trade in over 145 currencies just as easily as your do in pounds sterling:

• Work with international customers in their own currencies
• Convert back using the latest exchange rates
• Understand gains and losses caused by rate fluctuations

Handling foreign currencies helps your business deliver great service, because international customers will appreciate it when you work in their currencies.

Create back orders

When you’re out of stock of an item, QuickBooks will let you create back orders for your customers:

• Customers can buy from you, even when you’re out of stock
• Allocate incoming stock to specific customers

Accepting back orders will increase customer satisfaction, because customers know they will be first in line when stocks are replenished.

Use different units of measure

QuickBooks Premier supports different units of measure, so you can buy and sell in different units.

For instance, if you run a bar, you might buy wine by the case but sell it by the bottle and by the glass.

Our accounting software understands how many glasses make up a bottle and case, and will do the sums for you to keep track of your stock.

Flexible pricing

Our accounting software gives you complete freedom to price products and services the way that suits your business:

• Set discount levels for specific customers or jobs
• Change prices easily, whenever you need to
• Offer special deals to match or beat competitors

Use the flexible pricing tools to reward loyal customers with extra discounts, give new customers an incentive to buy – or deep-discount end of line stock. It’s entirely up to you.

Track the time you spend on every job

Track exactly how much time and money you and your staff spend on every job:

• Track anything, from bricklaying to consultancy
• Know exactly how much work you’ve done for every client
• Always bill for a fair, accurate number of hours

By tracking time and expenses for every job and using that information to generate your invoices, you can be sure you charge every customer fairly.

Track sales, expenses and profit

Monitor your company's performance in these key areas:

• See the money going in and out of your business
• Understand where your cash goes
• Monitor sales and identify your most profitable areas

With a clear picture of how and where you make and spend your money, your business can identify opportunities and plan well for the future.

Generate and customise business reports

Generate reports showing important information about your business.

• Browse the built-in library of reports
• See the overall picture or drill drown into figures by clicking reports
• All QuickBooks versions include P&L and balance sheet reports

QuickBooks reports are generated automatically, but you can customise them to make them most useful for your company’s needs.

Find everything fast with QuickBooks Search

Your QuickBooks company file stores lots of key data for your business. But as it grows, finding the exact information you need can be a challenge.

QuickBooks Search saves time by locating what you need instantly - just enter a relevant keyword and it will pull up all related accounts, reports, invoices, contacts and transaction details.

• Works like a search engine - it searches everything in QuickBooks
• Superfast - it starts searching as you start typing
• Never lose another piece of information again

QuickBooks Search is a powerful way to search your complete accounting history, in seconds. If you usually sift through paper by hand, it can save you hours.

See your company finances at a glance

The Company Snapshot shows the overall state of your business on a single screen. It makes key data easy to digest:

• See a clear, graphical overview of your company finances
• Check who owes you money and what bills you need to pay
• Key reminders tell you what you need to do next

The Company Snapshot is generated automatically, using the very latest data about your business. It means you always know where you stand.

Keep track of receivables

See what you’re owed and the status of payments from a single, simple screen:

• Lists all outstanding payments due to your business
• See if payments are almost due or overdue - at a glance
• Understand the impact of missed or late payments

If you need to chase up late payers or identify persistent offenders, the Collection Centre is the easiest place to start.

Calendar view

We've added a calendar inside QuickBooks so you can stay on top of your business and handle important tasks.

For each day, the calendar shows important 'to-dos', tasks, bills and invoices that are due - plus any transactions you entered on that day.

• Quickly scan items at a glance
• See your to-do list in calendar format
• View overdue items in a single list

Organise and access all your data

QuickBooks gives you fast access to important information about customers, suppliers and employees on three key screens:

• The Customer Centre lets you find and view information about all customers
• With the Supplier Centre, drill down into detailed supplier information
• If you have our optional Payroll package, view the Employee Centre too

With logical organisation of the information that matters most to your business, you can save time and be much more efficient.

Assess customers in moments

The Customer Snapshot gives you a consolidated view of a single customer on a simple screen:

• Assess each customer's purchase history
• See how long they usually take to pay – and any outstanding balance

You can also identify top customers in seconds, then prioritise them accordingly. It can dramatically improve your decision-making and service, even when you’re on the phone to a client.

Automatic VAT returns and online filing

Do your VAT the fast, accurate way. Our business accounting software uses financial information stored in the software to generate VAT returns for you:

• Create VAT returns in minutes – at last, freedom from VAT!
• File your VAT returns online – QuickBooks is tested with HMRC systems
• HMRC now requires most businesses to submit VAT returns online

VAT return time can be a real headache for businesses which calculate their returns manually. With automatic VAT returns, you can slash the hassle and worry.

VAT exception report

The VAT exception report helps you manage any transactions that change after you've filed a VAT return. For instance, perhaps you gave a customer a refund.

It automatically adjusts your VAT calculations, making sure your next VAT return is accurate. It also provides a clear audit trail - so you can see what's changed, and can prove this to HMRC if they ask.

Create budgets

Plan ahead effectively by creating budgets for your business:

• Set monthly, quarterly or annual budgets
• Track your performance and compare actual to expected results

Creating budgets can help plan your spending and set sales targets for the months ahead. Budgets are a key element of successful business planning.

Build financial forecasts

Predict your company's performance by creating financial forecasts for sales or expenses.

You can alter forecasts to see how different situations would play out. How would a spike in sales or an unexpected expense affect your company?

As time passes, you can compare your actual performance to what you predicted.