To Order, Call Sales (888) 236-9501
 
Buy Now:
QuickBooks Premier Accountant Edition 2009
New User Pricing:
Intuit Statement Writer helps you create customized financial statements in less time.
 
ISW works in Excel, and maintains a "live link" to Premier Accountant, so updates you make in Premier Accountant are updated in your financial statements.
Premier Accountant 1 user
$399.95
Premier Accountant and Intuit Statement Writer Add-on. For a limited time, get ISW for an additional $119.95!
 
Upgrade User Pricing:
Intuit Statement Writer helps you create customized financial statements in less time.
 
ISW works in Excel, and maintains a "live link" to Premier Accountant, so updates you make in Premier Accountant are updated in your financial statements.
Premier Accountant 1 user
$349.95
Premier Accountant and Intuit Statement Writer Add-on. For a limited time, get ISW for an additional $119.95!
 
 
 
Already have Premier Accountant 2009?

Learn how others are using Client Data Review

Learn More

 
 
 

An integrated accounting solution from QuickBooks
Compare Products

Intuit® QuickBooks®
Premier Accountant 2009

Customers who have tried our new Client Data Review feature report saving an average of 4 hours per client for each file clean up job.*

"QuickBooks Premier Accountant 2009 contains real substance when it comes to some very useable features. The new Client Data Review alone can easily justify the expense of the upgrade"

Jim Merritt
President & CEO, QuickTrainer, Inc.
Certified QuickBooks ProAdvisor


Features & Benefits

Premier Accountant is QuickBooks' master program for accounting professionals with tools and file sharing capabilities for bookkeeping, write-up and financial reporting.

No matter which QuickBooks accounting program your clients use, you can serve all of them with one copy of Premier Accountant, the QuickBooks' master program designed for accounting professionals.






Enlarge Image
View Video

Support Clients with one program

Premier Accountant 2009 contains all of the QuickBooks 2009 accounting programs1 - Simple Start, Pro, Premier and the Premier industry-specific editions, so you can access the same screens and features as your clients.

When you are looking at the same screens your clients sees, you'll be able to quickly answer their questions. Simply use the Toggle feature to switch between the different QuickBooks 20091 editions and view the screens that your clients see.

Troubleshoot
Account Balances



Enlarge Image
View Video

NEW! Client Data Review

Save time finding and correcting client entry errors all in one screen.

  • Troubleshoot and adjust beginning account balances.
  • Review changes and correct errors made by client to key QuickBooks lists: chart of accounts, items, Fixed Asset Items, Payroll Items.
  • Clear open items in A/P and A/R.
  • Clean-up sales and payroll tax accounts.
  • See how others are using Client Data Review
Accountant Copy
Work Flow



Enlarge Image
View Video

IMPROVED Accountant's Copy2

Exchange, open, and adjust virtually all of your client's prior period accounting records from all 2008 and 2009 QuickBooks editions2.

After you've made adjustments, your client can review and then import your changes. Highlights include:

  • Your client can work in the current period, but is locked from the period in which you are working.
  • Adjust virtually all transactions and lists and then your client can review and automatically import your changes into their QuickBooks files.
  • New flexibility has been added to the client import process.
  • You can reconcile accounts and set closing date to protect the accounting period you worked on from future.
Working
Trial Balance



Enlarge Image
View Video

Working Trial Balance

Save hours per client by using the Working Trial Balance tool to review and adjust account balances all in one place.

  • View beginning balances, current period transactions, period adjustments, and ending balances for any time frame.
  • Enter workpaper references.
  • Make adjusting entries and print an adjusted trial balance.
  • To do the same work with QuickBooks Pro, you'd have to export the account data to a Microsoft® Excel spreadsheet or third party trial balance module before working on the data.
New Data
Sorting Capabilities



Enlarge Image

IMPROVED Bank Reconciliation

Save more time as you reconcile clients' bank accounts, thanks to new data sorting capabilities.

Now in the Bank Reconciliation window you can sort by:

  • Check number
  • Date
  • Amount
  • Payee and other column headings
See how QuickBooks
and Lacerte integrate



View Video

Integrates with Lacerte Tax Software using Smart Map

Intuit Lacerte's® SmartMap streamlines the data transfer from QuickBooks by automating the transfer of your trial balance data.

  • Automatically assigns tax fields to your trial balance accounts.
  • Balances are imported into a "safe place" in Lacerte so corrections can be made prior to posting balances to the return.
  • Build your own custom database by automatically saving new assignments. Complete one client and almost all your other returns are done.
Automatically converts
foreign transactions to
the home currency



Enlarge Image
View Video

NEW! Multi-Currency

Premier Accountant now supports all global currencies, making it easier for you to support clients, who conduct business with international customers and vendors3.

  • Track sales and expenses abroad just as you do for U.S. customers and vendors.
  • QuickBooks automatically converts foreign transactions into the home currency designated by the user.
  • Use reports, like "Realized and Unrealized Gains & Losses," to analyze the effect of currency fluctuations on your clients' businesses.





Enlarge Image
View Video

Remote Access

Work on clients' files from your office or home securely
via the internet.

  • No need to exchange disks or drive to your clients' offices.
  • Work on your clients current and older versions of QuickBooks.
  • Improve your ability to add out-of-town clients.
  • A 12-month basic subscription is free with Premier Accountant 20094.
1 Does not include QuickBooks Enterprise Solutions, QuickBooks for Mac or QuickBooks Online

2 Works with all QuickBooks accounting software except QuickBooks Simple Start, QuickBooks Mac, QuickBooks Online and works with QuickBooks 2008 and 2009. Payroll transactions cannot be adjusted. Not all fields can be accessed for clients using QuickBooks 2008; including 1099 Account Mapping and modify and merge class lists. Previous versions of Accountant's copy restricted reconciliation after the dividing date. Simple Start has similar file transfer capabilities. Go to QuickBooks Support to download the QuickBooks Simple Start File Transfer tool. Click here for details about Accountant's Copy.

3 Currency rates provided by Wall Street on Demand. Internet access required. Payroll services and online banking will only work in US dollars as home currency. If you set your home currency in QBs as Euros for instance, these services won't work. Please note that once you enable the multi-currency preference, the multi-currency feature cannot be disabled. Additional fees may apply for wire transfer and draft services.

4 Internet access required. QuickBooks Premier: 1 single user subscription (12 months of QuickBooks-only access) included, valid for customers who purchase and install QuickBooks Premier 2009 software before 12/31/2009.


Top of the page

What's New in 2009

Troubleshoot
Account Balances



Enlarge Image
View Video

NEW! Client Data Review

Save time finding and correcting client entry errors all in one screen.

  • Troubleshoot and adjust beginning account balances.
  • Review changes and correct errors made by client to key QuickBooks lists: chart of accounts, items, Fixed Asset Items, Payroll Items.
  • Clear open items in A/P and A/R.
  • Clean-up sales and payroll tax accounts.
  • See how others are using Client Data Review
Accountant Copy
Work Flow



Enlarge Image
View Video

IMPROVED Accountant's Copy

Based on feedback from many accounting professionals, we've made many improvements to the Accountant's Copy that will save you time:

  • Improved import process1
  • Mapping accounts to fields in the 1099 form
  • Ability to modify and merge classes
New Data
Sorting Capabilities



Enlarge Image

IMPROVED Bank Reconciliation

Save more time as you reconcile clients' bank accounts, thanks to new data sorting capabilities.

Now in the Bank Reconciliation window you can sort by:

  • Check number
  • Date
  • Amount
  • Payee and other column headings



Enlarge Image
View Video

NEW! Add-on Tool for Premier Accountant 2009 (sold separately) Intuit Statement Writer

Create professional financial statements with this tool that uses Microsoft® Excel2

  • Format changes and styles quickly and share them with colleagues
  • Choose from 20 pre-set templates or create your own
  • Access budget to actual and class reporting from one tool
  • Control the flow of QuickBooks data from your statements with one click



Enlarge Image
View Video

NEW! Free Business Website

Get a 3-page website and hosting for 12 months to help you grow your business.3 This tool is even better if you:

  • Are starting out and need a web presence soon
  • Have established your business but still need a website
  • Want to switch from an existing website
1 All "good" changes will import; no wholesale import failures because of one "bad" entry.

2 Additional charges apply for Premier Account. This tool is free in QuickBooks Enterprise Solutions 2009. This new Excel plug-in takes the place of the previous Financial Statement Designer that was available in Accountant Edition 2007 and 2008. Intuit Statement Writer generally has the same technical requirements as QuickBooks Accountant Edition 2009, with the addition that the application also requires Excel 2003 or 2007, sold separately. Does not work with some versions of 2003 - Microsoft Office Student and Teacher Edition 2003, Microsoft Office Basic Edition 2003, Microsoft Office Small Business Edition 2003.

3 One 12-month subscription to website hosting services included, valid for customers who purchase and install QuickBooks 2009 software from an authorized seller before 8/31/2009. Subscription begins at time of online account creation or within 90 days of purchase, whichever comes sooner. After a year, you will be able to choose from our standard set of packages, currently priced at $4.99 per month. Pricing available for a limited time only. Standard prices subject to change.


Top of the page

Awards & Testimonials

Awards

5 Star Rating:

QuickBooks Premier Accountant Wins 5-Star Rating
from CPA Technology Advisor
Learn More

Testimonials

Thank you for the "troubleshoot account balances" tool in the 2009 product. You're my hero for that feature. I just did a corporate tax return and it probably dropped an hour off of the time to complete!

Bryce Forney
CPA and Advanced Certified ProAdvisor / Owner, Forney Accountancy


The Client Data Review feature will save me a significant amount of time by finding and pinpointing the exact discrepancies for quarter or year end clean-up of client files. This feature is such a HUGE timesaver and I plan to use it regularly.

Brenda Ellis
Ellis Accounting & Tax, Owner


Go buy yourself a present and get a copy of QuickBooks Premier Accountant 2009. With Client Data Review, the wacky changes that clients make are now organized in checklist fashion. The troubleshoot account balances tool is slick.

Susan Bradley
Certified QuickBooks ProAdvisor, CPA, and Blogger



Top of the page

Product Support

QuickBooks provides a variety of options, from do-it-yourself resources to live expert advice from support engineers who know minutes matter and are experienced in providing support to accountants and their clients.

Self-Help resources

Search In-Program Help
Get instant help in your QuickBooks software. Type a question in your own words, and receive a list of relevant help topics, tips, and troubleshooting links.

QuickBooks Learning Center
Use the short, interactive tutorials built into QuickBooks to learn about fundamental Quick-Books concepts and tasks. Learn how to record sales, bill customers, generate reports, and more.

Web-Based QuickBooks Support Knowledge Base
Find answers to frequently asked questions on the Web. Search for information on any QuickBooks product or service through our online Knowledge Base. Available seven days a week, 24 hours a day.
Search the Support Knowledge Base

Accountant Community
Connect with other QuickBooks Premier Accountant users, Accountants and experts to ask questions and share advice.
Go to the Accountant Community.

QuickBooks Training Learn to customize QuickBooks for your business with interactive training products. (Fees apply.)
Learn More

Assisted Support

Free Support
Get free help for your QuickBooks questions from our Accountant Support Team during the first 301 days after you register your software.
Learn More

Installation, Upgrade, and Error Message Assistance
Receive free support for issues regarding installation, upgrading, error messages, and defects2.
Learn More

Paid support
Get around-the-clock access to technical support experts who can answer your QuickBooks questions and access to other valuable business continuity services. (Fees apply.)
Learn More

1 30 consecutive days of QuickBooks 2009 support included from first-time registration. Offer valid 90 days from software purchase; U.S. only. Assisted data conversion includes a one-time conversion case which can be applied to multiple files. Assisted data conversion must be completed within 30 days from the date you register your software.

2 Transfer data from Peachtree® 2001-2009; Microsoft®


Top of the page

System Requirements

Recommended System Configuration

QuickBooks Pro/Premier on XP

  • At least 1.8GHz processor, 2.0GHz recommended
  • At least 256MB (512MB recommended) of RAM for a single user
  • At least 512MB of RAM for multiple, concurrent users
  • 1 GB of disk space (additional space required for data files)

QuickBooks Pro/Premier on Vista

  • At least 2.0GHz processor
  • At least 512MB of RAM (1GB recommended)
  • 1 GB of disk space (additional space required for data files)

Disk Space Requirements for Additional Software

  • 50MB for Microsoft .NET 2.0 Runtime, provided on the QuickBooks CD
  • Google Desktop Search (in-product search) space requirements are determined by the size of the company file and the nature of usage. It is not unusual for indices to be as large as 1GB.

Additional Hardware and Software

Operating Systems supported:

  • Windows XP (SP2 or later strongly recommended), all editions
  • Windows 2003 Server
  • Windows Vista (w/UAC on), all editions
  • Windows Longhorn Server (database only, not client)
  • 4x CD-ROM drive
  • Optimized for 1024x768 screen resolution or higher, supports 800x600 using "Small fonts" setting in your Windows control panel display settings

Database Server Requirements

  • Microsoft® Windows XP (SP2 or later strongly recommended), Windows 2003 Server, Windows Vista (w/ UAC on), or Windows Server 2008 operating systems.
  • Linux is supported for Enterprise Solutions only (SUSE 10.2, fedora 6)

File Server Requirements

  • Novell Netware server or Linux/Samba file servers can be used with advanced configuration; performance will be impacted on networks running less than 100Mbps.

Integration/Compatibility Requirements

QuickBooks is capable of integrating with hundreds of third-party applications (see http://www.marketplace.intuit.com for the most up-to-date list) in addition to the following standard integrations provided with QuickBooks, additional RAM will enhance the use of these features:

  • Preparing letters requires Microsoft® Word 2000, 2002, 2003 or 2007
  • Exporting reports requires Microsoft® Excel 2000, 2002, 2003 or 2007
  • Contact Synchronization with Microsoft® Outlook requires Outlook 2000, 2002, 2003 or 2007
  • Synchronization with Outlook requires QuickBooks Contact Sync for Outlook (downloadable for free here: http://www.quickbooks.com/contact_sync)
  • Compatible with QuickBooks Customer Manager V2.0 and later, and QuickBooks Client Manager v2.0 and later
  • Compatible with QuickBooks Point of Sale v4.0 and later
  • Business Planner functionality requires Adobe Acrobat Reader 5.0 and later
  • Payroll and other online features and services require Internet access with at least a 56Kbps connection speed (DSL or cable modem recommended)

Download File Sizes and Download Times

File sizes and typical download times for cable and DSL modems are listed below. Actual download times will vary depending upon modem speed, Internet traffic, time of day, and other factors.

Product Download
File Size
Estimated Download
Time (cable modem)
Estimated Download
Time (DSL)
QuickBooks
Simple Start
290 MB 30 min 60 min
QuickBooks
Pro or Premier
290 MB 30 min 60 min

For more details on downloading QuickBooks, see our download faqs.



Top of the page

FAQ



General FAQs about Premier Accountant 2009

Q: Will QuickBooks 2009 run on Microsoft Windows Vista?
A: Yes, QuickBooks 2009 will run on the Windows Vista, Windows XP and Windows 2000 operating systems. For information on previous versions of QuickBooks on Windows Vista, please see www.quickbooks.com/support/vista.

Q: How does Premier Accountant 2009 work with QuickBooks 2009 files?
A: Premier Accountant is QuickBooks' master program designed for accounting professionals. Premier Accountant 2009 has full working versions of all the QuickBooks 2009 programs from Simple Start to Contractor Edition built-in1. This allows you to exchange, open, adjust and send back clients' QuickBooks 2009 accounting records1.

Q: Is Premier Accountant backward compatible? That is, can I use Premier Accountant to work on client files from older versions of QuickBooks?
A: Yes and No depending on the option you choose. Premier Accountant is built to allow you to exchange and work with your clients' QuickBooks accounting records and there are three ways to exchange files.

Accountant's Copy
Allows you to exchange, open & adjust your client's prior period accounting records from all 2008 and 2009 QuickBooks accounting software2. When you've finished making adjustments, your client can review and merge your changes into their ongoing accounting records.

Backup Copy
Open, adjust, and return full data files from your clients' 2009 QuickBooks, from Simple Start to Premier Contractor Edition1. File can be sent via e-mail or CD. When the client imports a backup file it overwrites the current file. If you want the client to import your changes they must stop work in their file so their work is not lost. You can open and modify files from prior year versions. However, files opened and converted in Premier Accountant 2009 cannot be sent back to prior year versions of QuickBooks.

Portable Company File
All the benefits of a Backup Copy but in a much smaller file size making it easier to e-mail. Contains only your company file financial data but doesn't have related files such as letters, logos, images, and templates.

Remote Access
Premier Accountant, also, provides a way to work with clients that use older versions of QuickBooks -12 months of Remote Access3 are included with your purchase of Premier Accountant. With Remote Access, you can securely access your clients' QuickBooks files, open the client's version of QuickBooks, and work directly on the client's company file.

Q: Why would I choose Premier Accountant over QuickBooks Pro?
A: Premier Accountant has advanced tools designed specifically for accounting professionals and includes full working versions of your clients' QuickBooks 2009 programs, from Simple Start and Pro to Contractor Edition. So you only need one program to support your QuickBooks clients, no matter which edition they use. With the Toggle feature, you can switch between QuickBooks editions to see the same screens your clients see.

Premier Accountant exclusive features like Working Trial Balance, Fixed Asset Manager, and Client Data Review can help boost your productivity. You can perform more services for your clients and save time on the services you already provide.

Q: What if I have a lot of clients on Pro? Will I still be able to "see" what they are seeing when they call me with questions?
A: Yes. TheToggle feature allows you to switch between 2009 QuickBooks editions, including Pro 2009. If a client using Pro 2009 calls you with a question, you can Toggle to Pro and view the same screen your client sees.

Q: Can I use QuickBooks to run payroll for my clients?
A: Yes, if you offer payroll services as a part of your practice, Intuit has a solution designed specifically with you in mind: QuickBooks Enhanced Payroll for Accountants provides you with the control and flexibility you need to process payroll for up to 50 clients under a single payroll subscription. The most current federal and state tax forms are provided and filled out automatically with your clients' QuickBooks data, and because it works inside QuickBooks, there is no need to enter data more than once.

Q: How does Remote Access work?
A: Internet access is required to use QuickBooks Remote Access. Troubleshoot and train your clients without having to drive to your clients' offices. Remote Access transmissions are protected by SSL 128-bit encryption-the same security technology used by banks and other financial institutions for their Internet transactions.

You initiate Remote Access sessions, but permission must be granted by your clients. Remote Access is FREE with the purchase of QuickBooks Premier Premier Accountant and allows access to QuickBooks files for an unlimited number of clients.

Q: Are there training and support options available to me as I get started?
A: Yes. QuickBooks offers a variety of training courses, from free online recorded training sessions to live three-hour events in your local area. You can learn more about the QuickBooks products for you and your clients. Also, when you register, you receive 30 days of free unlimited technical support from the date of software registration.

Q: What other business products and services work with QuickBooks?
A: We offer a full range of products and services that integrate with QuickBooks to streamline your work. Some of our additional products and services include:
  • Intuit Statement Writer - customize financial statements right from Premier Accountant
  • MyCorp - Help your clients incorporate or form an LLC
  • Intuit Payroll Services
  • Checks, Forms & Supplies
  • Merchant Services (Credit Card Processing)
  • Third-Party Software Applications

Q: How does the Accountant's Copy work in QuickBooks Premier Accountant 2008?
A: A client using QuickBooks 2008 or 2009 sets a dividing date that determines prior and current periods, and then creates and transfers an Accountant's Copy (.QBX). The client continues working on their QuickBooks file, and is restricted from changing the prior period. You receive the Accountant's Copy from the client, and convert it to a working Accountant's Copy (.QBA). You can add or adjust virtually all Banking, Sales, Customer and Vendor transactions and complete bank reconciliations. Additionally, you can adjust and merge the chart of accounts. You cannot edit transactions in the current period, but can add transactions. There are some restrictions in what you can edit2. The biggest one being you cannot work with payroll transactions. Once you have completed your changes, you can review the change summary, add a client note, and export the changes (.QBY). Your client can review the changes and then automatically import them into their working copy of QuickBooks. After import, the dividing date is removed, and you can "Set closing date" in their file to password protect and preserve your changes. Only QuickBooks 2008 and 2009 allows the client to create an Accountant's Copy that can be opened in QuickBooks Premier Premier Accountant 2009. If a client creates an Accountant's Copy using an older version of QuickBooks, the accountant will not be able to open this file directly as an Accountant's Copy in QuickBooks Premier Accountant 2009. The accountant can upgrade the file to a QuickBooks 2009 format, but the file will be converted to a regular working copy (.QBW) and not an Accountant's Copy.

Q: Can I open an Accountant's Copy in a version of QuickBooks 2008 and 2009 other than the Premier Accountant?
A: No, you cannot. Accountant's Copy files created by your client in QuickBooks 2008 and 2009 can only be opened in QuickBooks Premier Accountant 2009. If you are using a version of QuickBooks 2009 other than the Premier Accountant you can either convert the file to a regular QuickBooks file (.QBW) or ask your client to send a backup or portable file for you to review. The Premier Accountant in Premier Accountant 2009 is designed for accountants to efficiently manage their client files, and includes enhanced reporting, journal entries, trial balance, remote access and other accountant specific modules that help support clients.

Q: How do I convert an Accountant's Copy to a regular QuickBooks file?
A: To convert an Accountant's Copy file to a regular QuickBooks company file, go to the File menu, click Utilities, and then click Convert Accountant's Copy to Company File (.QBW). If the file is from an older version of QuickBooks then you will be prompted to upgrade the company file during the conversion. Once the file is converted your client will NOT be able to import your changes into their file automatically.

Top of the page

FAQs for Accountants Currently Using Peachtree

Q: I've always heard that QuickBooks is not a "true" accounting program. For example, I've heard that: 1) there's no double-sided entry; 2) you can't use account numbers and 3) you can't close periods.
A: QuickBooks was originally built for small business owners as an accounting management tool that provides the balanced entry in the background.

While QuickBooks does not default to using account numbers, you may choose to use account numbers if that's your preference. To use account numbers, open a QuickBooks file. Then, navigate to "Edit" and select "Preferences." Enable the check box for "Use account numbers."

QuickBooks was built to provide flexibility to small business owners and accounting professionals. However, closing periods is an important step to ensuring the validity and legitimacy of a company's books. In QuickBooks, you can set a closing date, and you can also set a closing date password. To do this, open a QuickBooks file. Navigate to "Preferences," and select the "Company" tab. There, you can set a closing date and a password. If you did not password protect the close date and changes have occurred in the closed period, you can use the Closing Date Exception Report to quickly identify the errors.

Q: I see the value of having QuickBooks to provide better service for the clients I have who use QuickBooks. What about the clients I have on Peachtree? Why should they switch to QuickBooks?
A: QuickBooks is easier for your clients to learn and use than Peachtree. The simplified "Home" page and Customer, Vendor and Employee centers make it easy for your clients to quickly access the tasks and data they need. Along with QuickBooks navigation and overall layout, QuickBooks offers 23 interactive tutorials in the Learning Center to help clients get the most from QuickBooks.

In QuickBooks, it's also easier for your clients to do routine tasks like printing checks, generating reports and managing vendors and customers. For example, your clients only need to follow four steps to print a check compared to Peachtree's seven steps. QuickBooks is also more customizable for your clients' industries than Peachtree. QuickBooks offers six different industry-specific editions - Contractor, Nonprofit, Retail, Manufacturing and Wholesale and Professional Services. QuickBooks also has over 100 pre-defined forms with the ability to create forms from scratch, while Peachtree's forms are difficult to customize.

Q: Can I use QuickBooks for payroll and write-up services too?
A: QuickBooks Premier Accountant 2009 is an all-in-one bookkeeping, write-up and financial reporting tool. With built-in features like the Client Data Review, Working Trial Balance solution, Fixed Asset Manager, financial reporting capabilities, and Remote Access, you can provide multiple services to different clients of varying sizes and industries. Plus, QuickBooks Premier Accountant's integration with the all the different QuickBooks Editions1 allows you to easily exchange, adjust and return the accounting records from your QuickBooks clients. QuickBooks also provides a full range of payroll solutions from in-house options like Standard and Enhanced Payroll to the full-service Complete Payroll solution. QuickBooks Enhanced Payroll for Accountants5 is strongly recommended for accountants who provide payroll processing as a value-added service to clients. Enhanced Payroll for Accountants is seamlessly integrated with QuickBooks.

Q: What about inventory? I've always thought that Peachtree was better for product-based businesses than QuickBooks.
A: Premier Accountant 2009, Premier Manufacturing & Wholesale Edition 2009, and Premier Retail Edition 2009 have comprehensive inventory features that allow product -based businesses to have a better understanding and more control over every aspect of their inventory. These features include:
  • The new "Available to Promise" window
  • The new Bill of Materials feature:
    • View the total cost associated with price-assembled products in one simple view
    • And factor in cost of materials as well as non-material items such as overhead, supplies,
    • depreciation, and labor
  • New Sales Order Fulfillment worksheet
  • New backorder capabilities
  • Ability to store 200 unique addresses for each customer
  • Power to update costs directly on transactions such as bills
  • Capability to run price list reports within the price level list
  • Ability to choose from a large selection of rounding options for each price level


Q: If I do switch, how will I get up and running as fast as possible so that I can continue to be profitable?
A: Making the move to QuickBooks software has never been easier as we can provide you with all the tools and services to get you up and running smoothly, including data conversion, training and ongoing support. Call 1-877-556-4326 for details on the New Accountant Start-Up Services package. Exclusively for accountants who are new to QuickBooks.

Top of the page

Multiple Users: Flexible options for using QuickBooks

Q: How can more than one person work on QuickBooks at the same time?
A: The multi-user mode in QuickBooks Pro and Premier allows up to 5 users to collaborate on the same company file at the same time. All users must be networked and must each have their own QuickBooks license.

Multi-user mode enables more than one person to work on a company file at one time increasing collaboration and productivity. It ensures that all users are working on the most up-to-date data and allows you to set individual user access levels. To enable multi-user mode, go to the File menu in QuickBooks and choose "Multi-User Mode".

If you need more than 5 users to access QuickBooks at the same time, please see our QuickBooks Online Edition or QuickBooks Enterprise Solutions products.

Q: When do I need an additional license?
A: Our standard license agreement requires separate QuickBooks licenses for each person who uses QuickBooks software. However, if you have both a laptop and desktop PC, and you're the only person using QuickBooks, you only need one license. You need to get additional licenses when additional people need to use QuickBooks on their computers. Complete details on our license agreement.

Q: What are some common situations in which businesses need to buy additional licenses?
A: The most common scenario is when more than one person in the business needs to use QuickBooks, even if only for certain specific tasks. For example, a business owner may want to have a copy of QuickBooks solely for running reports, doing payroll, and printing checks, but his office manager needs to use QuickBooks to enter sales orders and receipts. Accordingly, the business needs two licenses.

Q: What if I print out reports from my QuickBooks software for another person? Would I need to get an additional license for this person?
A: If another person is solely reviewing printed reports that you generate yourself in QuickBooks, then they don't need to get their own QuickBooks license. However, if they install and/or use QuickBooks, then they will need a separate license.

Q: Can I run QuickBooks both at the office and at home on a single-user license or do I need to purchase separate licenses for both computers? If so, how do I do that?
A: Under the single-user license, you can install QuickBooks on both your work and home computers, as long as you're the only person using QuickBooks on both computers. Also, only one person at a time can access the company file with one single-user license.

Q: How do I purchase additional licenses outside of what is available on the site?
A: You can configure your QuickBooks to suit however many users you need. If you need a 4-user or 5-user of Pro or Premier, we recommend that you call 1-866-676-9668 and order from one of our sales consultants. They will ensure that you are set up with the proper number of licenses and that you receive the add-a-seat discount for multi-users.

If you already have a copy of QuickBooks, you can also add additional licenses, up to a total of 5, from within the product. To do so, go to the Help menu, click on "Manage My License" to purchase additional seats to your license. You will see a web page that allows you to select "Add seat by phone" or "Add seat by web". If you choose to purchase additional seats by phone, you will be given a phone number to call and a representative can assist you in adding a seat to your license. If you choose to purchase additional seats over the Internet, you will be directed to the in-product e-Store to make your additional purchases.

Q: Is there a discount if I purchase an additional user or license?
A: Yes, you will save 20% off a single-user copy of Pro or Premier when you purchase an additional user. Currently, you cannot receive the add-a-seat discount by ordering from the QuickBooks.com Web site. To receive this discount, you need to order through one of our sales consultants by calling 1-866-676-9668.

Or, if you already have a copy of QuickBooks 2009, you can add additional licenses, up to a total of 5, from within the product. Learn how to purchase additional licenses.

Q: Can I run multiple companies from one copy of QuickBooks?
A: Yes. You can run as many companies as you want from one copy of QuickBooks. Of course, you'll still need a separate license for each user of QuickBooks if you have multiple users.

Q: What is the maximum number of simultaneous users for a QuickBooks company file?
A: The maximum number of simultaneous users (users accessing the file at the same time) for QuickBooks Pro and Premier Editions is five users. A server does not count as a user if no one works on QuickBooks on the server itself. Our Enterprise Solutions and Online Edition products offer the ability for more users to work in the file at the same time.

Q: Can I install a copy of QuickBooks on my network server? Do I need an additional license?
A: You do not need a separate license if you install QuickBooks on a server for other users to access, but no one directly uses QuickBooks on that server. By choosing the Server Installation during the Installation Interview, QuickBooks will install a version that is appropriate for server access but not for regular QuickBooks use.

If you install QuickBooks on your server, you still must have a license for every user of the program. Only certain configurations involving shared company data files are allowed.

Q: What if I have more questions about multiple users?
A: You can access additional help on multiple users in several different places:
  • During the QuickBooks installation process
  • In the materials included with your QuickBooks software
  • On our support Web-site

Q: When should I consider QuickBooks Online Edition?
A: QuickBooks Online Edition is ideal if you would like to access your books from home, the office, or on the road—any place with an Internet connection. It also provides the flexibility for up to 25 people to work on your books at one time. You can also control what they see and how much they can do. Learn more about Online Edition.

Q: When should I consider QuickBooks Enterprise Solutions?
A: Move up to QuickBooks Enterprise Solutions when you're at the point where you need to handle larger amounts of data (resulting from having more customers, vendors, inventory, and transaction volume) and multiple users with ease. With Enterprise Solutions, you get twice the list capacity of QuickBooks Pro and Premier Editions, and you can scale up to 20 simultaneous users with 200 percent faster performance6. The software also offers in-depth security features with different levels of access to more than 120 individual reports. And it includes 13 predefined user roles to make new user set-up fast and easy. Learn more about Enterprise Solutions.

Top of the page
1 Does not include QuickBooks Enterprise Solutions, QuickBooks: Pro for Mac, QuickBooks: Online Edition, Invoice Manager, Easy Estimate or Time Tracker.

2 Works with all QuickBooks accounting software except QuickBooks Enterprise Solutions, QuickBooks Simple Start, QuickBooks Pro for Mac, QuickBooks Online and requires at least QuickBooks 2008. Payroll transactions cannot be adjusted. Not all fields can be accessed for clients using QB 2008; including, 1099 Account Mapping and modify and merge class lists.

3 Powered by WebEx Internet access required. One 12-month single-user subscription of Remote Access Service included at no charge, valid for customers who purchase and install QuickBooks: Premier Edition 2007 software before December 31, 2007. Twelve months of service begins at the time of installation of Premier Edition software. After 12 months, Premier Edition users can subscribe to the service for a fee. Fees apply for additional subscriptions. Terms subject to change.

4 30 consecutive days of QuickBooks 2009 support included from first-time registration. Offer valid 90 days from software purchase; U.S. only. Assisted data conversion includes a one-time conversion case which can be applied to multiple files. Assisted data conversion must be completed within 30 days from the date you register your software.

5 QuickBooks Enhanced Payroll for Accountants is sold separately and requires a subscription, EIN and at least QuickBooks 2007. Internet access required for download delivery and Direct Deposit. Nominal additional fees apply for Direct Deposit. Checks sold separately. 24x7 access subject to occasional downtime due to systems and servers maintenance. State forms are supported for over 40 states. Terms, conditions, features, pricing and service options subject to change without notice.

6 Requires the purchase of additional single-user and/or multi-user packs to become multiple-user capable (one user per license purchased). All users must be on the same-year version of QuickBooks to access the same company file.

Top of the page
* QuickBooks Premier Accountant 2009 Market Assessment study, ResearchLink Partners, January 2009.
 
 
 
© 2009 Intuit Inc. All rights reserved. Intuit, the Intuit logo, QuickBooks, ProSeries and Lacerte, among others, are registered trademarks and/or registered service marks of Intuit Inc. or one of its subsidiaries. Other parties' marks are the property of their respective owners. Terms, conditions, features, pricing, support and service are subject to change at anytime without notice.