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QuickBooks ProAdvisor Program —
Includes QuickBooks Accountant!

QuickBooks ProAdvisor Program
Enroll today and get QuickBooks Accountant 2012, plus other software, training, support and marketing tools all in one place.

$549/year[17]

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See What's New in Accountant 2012
Intuit® QuickBooks®
Accountant 2012

Find and fix client entry errors faster.
Save time with 8 powerful tools found only in QuickBooks Accountant 2012.


 
Ideal for Accountants!
Accountant 2012
   Pro 2012
QuickBooks Professional Accounting Software

Fix incorrectly recorded sales tax payments
Identify multiple transactions that appear to be sales tax payments, but were not recorded with the Pay Sales Tax function then turn them into sales tax payments with just a few clicks. 		—
Write off invoices
Write off uncollectible invoices to the account of your choosing. 		—
Reclassify transactions
Quickly reclassify hundreds of transactions from a single window. 		—

Features & Benefits (including New for 2012)

QuickBooks Accountant 2012 Overview

Explore the exclusive tools in QuickBooks 2012 that are designed to save you time, streamline your workflow and help better serve your clients

See Video (2:31)
8

Powerful Time-Saving Tools

for Finding and Fixing Client Entry Errors Faster!

Save time and reduce errors by reclassifying transactions in batch rather than one at a time. Whether for a group of invoices, series of payments or inventory overview, this feature allows you to select and execute multiple transactions at once. Plus with Client Data Review, you will have exclusive access to eight highly specialized tools created specifically for accounting professionals. This set of eight specialized tools, available only in QuickBooks Accountant, can be accessed under the Accountant menu and will help you:
1
Reclassify transactions in batch instead of individually

This tool brings together several steps into one easily accessible window. Accounts are listed on the left and transactions in those accounts are on the right. Using checkboxes, select which transactions to reclassify, then select the account and class you want to reclassify to and push the Reclassify button.
View Video
See a Screenshot
5
Easily identify added, changed, deleted, or merged list items from the previous review period

The Review List Changes tool reports all list changes for the Chart of Accounts, Item List, Payroll Items, and Fixed Asset Items. This tool also contains direct access to the Customer and Vendor Centers and the Review Item Setup window.
View Video
2
Write-off invoices in batch instead of individually


This tool allows you to specify a group of invoices to write-off instead of doing them individually. There is no limit to the number of invoices you can write off at one time. Internally, each invoice that you write off is discounted. A memo is added to the invoice and the discount transaction. All invoices that you write off with this feature are tracked. To see the list anytime during the review, select Audit Trail of Review from the Client Data Review center.
View Video
See a Screenshot
6
Easily see changes to account balances from the previous close

The beginning balances in a client's books for the review period can be different from the balances from the accountant's records for the previous period. This feature displays the differences in balances and suggests adjusting entries to correct the opening balances.
View Video
See a Screenshot
3
Identify multiple payments that appear to be sales tax payments, but were not recorded, with the Pay Sales Tax function from one window

This happens when a client uses a regular check to pay Sales Tax. Using checkboxes, you can change all or some of the payments to Sales Tax Check with just a few clicks.
View Video
See a Screenshot
7
Match unapplied vendor and customer payments/credits with invoices/charges from one window

This tool helps clean up unlinked transactions by listing payments/credits in the right column and invoices/charges in the left column. Using checkboxes, you can select which payments/credits to match up with invoices/charges.
View Video
4
Quickly see and then fix inventory discrepancies from one screen

This tool contains several views of potential inventory problems. By changing which items are shown and the inventory criteria, you can see items in a way that best suits your client's company. After the inventory list is shown, you can QuickZoom to an inventory item and correct any errors. Status columns help identify irregularities in inventory, such as negative quantities or items that are out of balance.
View Video
See a Screenshot
8
Clear up undeposited funds account from one screen

If a deposit is created manually, rather than by selecting payments in the Payments to Deposit window, the amount of the payment can stay in the Undeposited Funds account indefinitely. From one screen, this tool allows you to link deposits to payments so you can quickly clear out the Undeposited Funds account.
View Video
View Video: Toggle Between Editions

Collaborate easier with clients by accessing virtually all QuickBooks editions in one software package.[5]


Collaborate with your clients the easy way—get instant access to all QuickBooks editions in one software package. Because you can see exactly the same screen as your clients, working together by phone and email is simple and seamless.

See Video (3:25)

See a Screenshot
QuickBooks Statement Writer Designer

Now Included in QuickBooks Accountant 2012 — QuickBooks Statement Writer!
Save time creating and customizing advanced financial statements and associated documents in QuickBooks Accountant

Now Included in QuickBooks 2012, streamline workflow by editing and formatting custom financial statements and documents using the Microsoft Excel and Word functions you already know. Plus, you can now automatically update those reports with a one-touch "live link" feature, saving hours of time otherwise spent on data entry.

See Video (1:02)

See a Screenshot
Period Copy

NEW!
Create a time bound copy of your clients' QuickBooks files

Help your clients fulfill a request from a third party for their company data. The Period Copy feature gives you the ability to easily create a copy of a QuickBooks company file for a specific date range.

See Video (1:03)

See a Screenshot
Show more
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FAQs

General FAQs about QuickBooks Accountant 2012

  1. How does QuickBooks Accountant 2012 work with QuickBooks 2012 files?
  2. Why would I choose QuickBooks Accountant over QuickBooks Pro?
  3. I have a lot of clients on Pro 2012. Will I be able to "see" what they are seeing when they call with questions?
  4. Is QuickBooks Accountant backward compatible? Can I use QuickBooks Accountant to work on client files from older versions of QuickBooks?
  5. Can I use QuickBooks to run payroll for my clients?
  6. Are there training and support options available to me as I get started?
  7. What other business products and services work with QuickBooks Accountant?
  8. How does the Accountant's Copy work in QuickBooks Accountant 2012?
  9. Can I open an Accountant's Copy in a version of QuickBooks 2011 and 2012 other than the QuickBooks Accountant?
  10. How do I convert an Accountant's Copy to a regular QuickBooks file?

Multi-User: Flexible Options for Using QuickBooks 2012

  1. How can more than one person work on QuickBooks Accountant 2012 at the same time?
  2. What are the benefits of Multi-User Mode?
  3. When do I need an additional license?
  4. What should I know before installing multiple licenses in a multiple user environment?
  5. What is the maximum number of simultaneous users for a QuickBooks company file?
  6. Can I install a copy of QuickBooks on my network server? Do I need an additional license?
  7. What server platform can I run on?

FAQs from Accountants Currently Using Peachtree®

  1. 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.
  2. 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?
  3. Can I use QuickBooks for payroll and write-up services?
  4. What about inventory? I've always thought that Peachtree was better for product-based businesses than QuickBooks.
  5. If I do switch, how will I get up and running as fast as possible?

FAQs from Accountants Currently Using Premium Write-Up

  1. If I'm using the same software that my clients use, will I be able to charge the rates that I do? Can't my clients do the same thing I'm doing if we're using the same accounting software platform?
  2. I thought QuickBooks was only for bookkeeping. I provide a wide variety of services like payroll and write-up to my clients. Can I use QuickBooks Accountant for these jobs too?


General FAQs about QuickBooks Accountant 2012

  1. How does QuickBooks Accountant 2012 work with QuickBooks 2012 files?

    QuickBooks Accountant is the master QuickBooks program designed for accounting professionals serving multiple accounting clients. QuickBooks Accountant 2012 includes full working copies of QuickBooks 2012 Pro, Premier, and Premier Industry editions.[5] This allows you to exchange, open, modify, and return accounting records with your QuickBooks 2012 clients.

  2. Why would I choose QuickBooks Accountant over QuickBooks Pro?

    QuickBooks Accountant is designed for professionals who support multiple accounting clients. It includes unique, time saving tools that help streamline the accounting workflow including:

    Multi-instance[3] - allows you to open two different company files at the same time by opening two instances of QuickBooks Accountant.

    Client Data Review - a set of eight specialized tools that help you quickly find and fix common data entry errors such as writing-off invoices in batch instead of individually, reclassify transactions in batch, easily see changes to account balances in one screen, quickly identify and fix incorrectly recorded sales tax payments.

    Accountant's Copy[6] - allows you and your client to work in the same file simultaneously by setting a dividing date in the file. You work in the past period, while your client works in the current period. Once you have made your changes, your client can incorporate your changes with theirs.

    Toggle - QuickBooks Accountant 2012 includes full working copies of QuickBooks 2012 Pro, Premier, and Premier Industry editions[5]. This allows you to exchange, open, modify, and return accounting records with your QuickBooks 2012 clients.

  3. I have a lot of clients on Pro 2012. Will I be able to "see" what they are seeing when they call with questions?

    Yes. QuickBooks Accountant 2012 includes full working copies of QuickBooks 2012 Pro, Premier, and Premier Industry editions[5]. This allows you to exchange, open, modify, and return accounting records with your QuickBooks 2012 clients.

  4. Is QuickBooks Accountant backward compatible? Can I use QuickBooks Accountant to work on client files from older versions of QuickBooks?

    Some features in QuickBooks Accountant 2012 allow you to work on client files from QuickBooks 2011 depending on how you choose to work with your clients accounting records. QuickBooks Accountant 2012 is built to allow you to easily exchange and work with your clients' QuickBooks 2012 accounting files. There are three different ways to exchange QuickBooks accounting data, to suit how you work with your clients.

    Accountant's Copy[6]
    Allows you to exchange, open and adjust virtually all your clients' prior period accounting records from QuickBooks Pro 2011 and QuickBooks Premier 2011. 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' 2012 QuickBooks files. 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 QuickBooks Accountant 2012 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 email. Contains only your company file financial data but doesn't have related files such as letters, logos, images, and templates.

  5. Can I use QuickBooks to run payroll for my clients?

    Yes. If you offer payroll services as a part of your practice, Intuit has a solution designed specifically with you in mind:

    Intuit QuickBooks Payroll Enhanced for Accountants[8] provides you with the control and flexibility you need to process payroll for up to 50 clients under a single payroll subscription. Federal and most state tax forms are provided and filled out automatically with your clients' QuickBooks data, so there is no need to enter data more than once. This can minimize data entry errors from storing data in multiple places.

    Learn more about all of the Intuit Payroll Services.

  6. Are there training and support options available to me as I get started?

    Yes. QuickBooks offers a variety of training courses, from free online recorded training sessions to live online and in person events. 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.

  7. What other business products and services work with QuickBooks Accountant?

    We offer a full range of products and services that integrate with QuickBooks Accountant to streamline your work. Some of our additional products and services (each sold separately) include:

  8. How does the Accountant's Copy work in QuickBooks Accountant 2012?

    A client using QuickBooks Pro or Premier 2011 or 2012 sets a dividing date that determines past and current periods, and then creates and transfers an Accountant's Copy (.QBX) to their accountant. The client continues working on their QuickBooks file, and is restricted from changing the past 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. There are some restrictions in what you can edit. You cannot edit transactions in the current period, but can add 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 Pro and Premier 2011 and 2012 allow the client to create an Accountant's Copy that can be opened in QuickBooks Accountant 2012. If a client creates an Accountant's Copy using an older version of QuickBooks Pro or Premier, the accountant will not be able to open this file directly as an Accountant's Copy in QuickBooks Accountant 2012. The accountant can upgrade the file to a QuickBooks 2012 format, but the file will be converted to a regular working copy (.QBW) and not an Accountant's Copy.

  9. Can I open an Accountant's Copy in a version of QuickBooks 2011 and 2012 other than the QuickBooks Accountant?

    No, you cannot. Accountant's Copy files created by your client in QuickBooks 2011 and 2012 can only be opened in QuickBooks Accountant 2012 (and QuickBooks Accountant 2011). If you are using a version of QuickBooks 2012 other than the QuickBooks 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.

  10. How do I convert an Accountant's Copy to a regular QuickBooks file?

    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 convert. Once the file is converted, your client will NOT be able to import your changes into their file automatically.



Multi-User: Flexible Options for Using QuickBooks 2012

  1. How can more than one person work on QuickBooks Accountant 2012 at the same time?

    The Multi-user mode in QuickBooks Pro and Premier allows up to five users to collaborate on the same company file simultaneously. All users must be networked and must each have their own QuickBooks license (sold separately). To enable multi-user mode, go to the File menu in QuickBooks and choose "Multi-User Mode." If you need more than five users to access QuickBooks at the same time see QuickBooks Enterprise Solutions products.

  2. What are the benefits of Multi-User Mode?

    Multi-user mode enables more than one person to work on a company file simultaneously, 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.

  3. When do I need an additional license?

    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. For full details on our license agreement, please click here.

  4. What should I know before installing multiple licenses in a multiple user environment?

    All users must be networked in order to take advantage of Multi-User Mode. The company file is a true SQL database, so you can either install QuickBooks on a server and have all users access it there, or users can access the file from a designated user's computer. The installation interview will guide you through the process of setting up QuickBooks according to your network configuration.

  5. What is the maximum number of simultaneous users for a QuickBooks company file?

    The maximum number of simultaneous users (users in 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 QuickBooks Online products offer the ability for more users to work in the file at the same time.

  6. Can I install a copy of QuickBooks on my network server? Do I need an additional license?

    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.

  7. What server platform can I run on?

    You can only install on a Windows® server platform, and only in compliance with the End User License Agreement ("EULA"), which prohibits networking or serving QuickBooks on an "application service provider" or ASP basis. Linux and Novell NetWare platforms are not supported.



FAQs from Accountants Currently Using Peachtree®

  1. 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.

    QuickBooks was originally built for small business owners as an accounting management tool to help them make faster work of repetitive tasks. Instead of requiring small business owners to make double-sided entries, QuickBooks automatically 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 and legitimacy to small business owners and accounting professionals. Closing periods are an important step to ensuring the validity of a company's books. To set a closing date and password in QuickBooks, open a QuickBooks file, navigate to "Preferences," and select the "Company" tab. 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.

  2. 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?

    QuickBooks may be easier for your clients to learn and use than many other small business accounting programs. 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 several interactive tutorials in the Learning Center that help clients take full advantage of their use of QuickBooks.

    Your clients may find QuickBooks is more adaptable for their industries than Peachtree. QuickBooks offers six different industry-specific editions — Contractor, Nonprofit, Retail, Manufacturing and Wholesale, and Professional Services.

  3. Can I use QuickBooks for payroll and write-up services?

    Intuit QuickBooks Accountant 2012 is a comprehensive bookkeeping, write-up, and financial reporting tool. With built-in features like Client Data Review, Working Trial Balance tool, and Fixed Asset Manager you can provide multiple services to different clients of varying sizes and industries. Additionally, QuickBooks Accountant integrates with the different QuickBooks editions,[5] allowing you to easily exchange, adjust and return the accounting records from your QuickBooks clients. It also integrates with Intuit's professional tax programs.

    QuickBooks also provides a full range of payroll solutions from in-house options like QuickBooks Payroll Basic and Payroll Enhanced. QuickBooks Payroll Enhanced for Accountants integrates seamlessly with QuickBooks[8] and is strongly recommended for accountants who provide payroll processing as a value-added service to clients.

  4. What about inventory? I've always thought that Peachtree was better for product-based businesses than QuickBooks.

    QuickBooks Accountant 2012, QuickBooks Premier Manufacturing and Wholesale 2012, and QuickBooks Premier Retail 2012 have comprehensive inventory features for product-based businesses. These features include:

    • "Available to Promise" window
    • Bill of Materials feature:
      • View the total cost associated with price-assembled products in one simple view
      • Factor in cost of materials as well as non-material items such as overhead, supplies, depreciation, and labor
    • Sales Order Fulfillment worksheet
    • 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
    • There are also over 400 QuickBooks Software Add-on applications, developed by the Intuit Developer Network that can help your clients with their specific inventory needs

  5. If I do switch, how will I get up and running as fast as possible?

    We provide you with all the tools and services to get you up and running smoothly, including data conversion tools, training, and ongoing support (fees may apply). Call (800) 926-6808 for details.



FAQs from Accountants Currently Using Premium Write-Up

  1. If I'm using the same software that my clients use, will I be able to charge the rates that I do? Can't my clients do the same thing I'm doing if we're using the same accounting software platform?

    QuickBooks Accountant is a tool, but it cannot replace an accounting professional's experience, expertise, and analytical judgment. If you and your clients are using the same accounting software platform, you can accomplish your most repetitive tasks faster, giving you more time to provide the expert service that commands higher billable rates. Accountant is specifically designed for accounting professionals, not your clients. This comprehensive bookkeeping, write-up, and financial reporting tool includes advanced accounting features to help you expand the scope of services you offer clients.

  2. I thought QuickBooks was only for bookkeeping. I provide a wide variety of services like payroll and write-up to my clients. Can I use QuickBooks Accountant for these jobs too?

    QuickBooks Accountant 2012 is a comprehensive bookkeeping, write-up, and financial reporting tool. With built-in features like Working Trial Balance tool, a full-featured Fixed Asset Manager, and Client Data Review, you can provide multiple services to clients of various sizes and different industries. Plus, QuickBooks Accountant integrates with the different QuickBooks versions,[5] allowing you to easily exchange, adjust and return the accounting records from your QuickBooks clients.

    QuickBooks Accountant also provides a full range of payroll solutions. Intuit QuickBooks Payroll Enhanced for Accountants[8] (sold separately) is strongly recommended for accountants who provide payroll processing as a value-added service to clients. QuickBooks Payroll Enhanced for Accountants seamlessly integrates with QuickBooks with features like automatically filling in many State and Federal Payroll forms with your clients' QuickBooks information. It also has an integrated direct deposit feature, workers compensation tracking.

System Requirements

  • Minimum 2.0 GHz processor, 2.4 GHz recommended
  • Minimum 1 GB RAM for single user, 2 GB RAM recommended for multiple users
  • Minimum 2.5 GB available disk space (additional space required for data files)
  • 250 MB disk space for Microsoft .NET 4.0 Runtime (provided on the QuickBooks CD)
  • Minimum 1024x768 screen resolution. 16-bit or higher color
  • 4x CD-ROM
  • All online features/services require Internet access
  • Product registration required

Integration with Other Software

  • Microsoft Word and Excel integration requires Word and Excel 2003, 2007, or 2010[15] (including 64-bit)
  • Synchronization with Outlook requires QuickBooks Contact Sync for Outlook 2003, 2007 and 2010 (including 64-bit), downloadable for free at: www.quickbooks.com/contact_sync
  • Email Estimates, Invoices and other forms with Gmail, Yahoo! Mail, Windows Mail
  • Compatible with QuickBooks Point of Sale version 7.0 and later

Client OS

  • Microsoft Windows XP (SP3), Vista (SP1 including 64-bit), 7 (including 64-bit)

Server OS

  • Microsoft Windows XP (SP3), Vista (SP1 with UAC on), 7 (with UAC on), Windows Server 2003 (SP2), Windows Server 2008, Small Business Server 2008

Read All Customer Reviews

Why Become a QuickBooks ProAdvisor?

The QuickBooks ProAdvisor Program is the best way to get QuickBooks Accountant 2012 and much more!

Software that allows you to do more in less time is nice. But if you are looking to take your practice to the next level consider becoming a ProAdvisor. Get the software, support, training and marketing tools — all in one place.

As a ProAdvisor you can:

  • Advance your QuickBooks expertise through training and certification with CPE credits. Get unlimited access to in-depth training, so you can answer clients' QuickBooks questions. You can also train clients with materials included in the membership and earn hours of CPE credit
  • Serve any QuickBooks client with a complete suite of software

The following Intuit software is included in your ProAdvisor membership:

QuickBooks Accountant Plus 2012 (exclusive to ProAdvisors)[1]

Exclusively for QuickBooks ProAdvisors: Get every new feature as soon as it's available throughout the year — automatically! QuickBooks Accountant Plus also includes the following connected services to help you manage critical business processes, at no extra cost:
  • Accountant's Copy File Transfer[01] lets you exchange QuickBooks 2012 Accountant Copy files using Intuit's secure servers, instead of email and portable hard drives
  • QuickBooks Email[01] lets you easily email right from QuickBooks without going through the steps of setting up an Outlook® account
  • QuickBooks Online Plus
  • QuickBooks Enterprise Solutions for Accountants with Advanced Inventory
  • QuickBooks for Mac[13]
  • Intuit Merchant Service
  • Intuit Connected Services Bundle
  • QuickBooks Point of Sale Free 30-day trial

Get unlimited U.S.-based support from a team of highly trained experts[2]

Unlimited technical online chat support from a team of agents who exclusively address accountant software issues and access to the exclusive ProAdvisor community website where you can share real-world expertise with other ProAdvisors

Grow your practice by expanding your services and reaching new clients

Learn more about the QuickBooks ProAdvisor Program

See How it Works with Quick Videos


Multi-instance

Save time by working in two different company files at the same time with Multi-Instance

File Manager

Streamline your workflow by managing your clients' QuickBooks files, usernames and passwords in one place using File Manager

Balance Sheets by Class

Amy Vetter, CPA and Intuit Key Account Manager, shows you how to instantaneously gain deeper insights into your client's business using Balance Sheets by Class

Client Data Review: Overview

Explore the time saving tools in Client Data Review with Randi Sorenson, CPA and Advanced Certified QuickBooks ProAdvisor
Show more
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Product Support

QuickBooks professional accounting software 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 professional accounting software to learn about fundamental QuickBooks 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 Accountant users 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 30[9] 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 defects.[9]
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


 
** Works with all QuickBooks accounting software except QuickBooks Simple Start, QuickBooks Mac, QuickBooks Online. Works with QuickBooks 2009 and 2010. Payroll transactions cannot be adjusted. Not all fields can be accessed for clients using QuickBooks 2009; including 1099 Account Mapping and modify and merge class lists. Previous versions of Accountant's Copy have restricted reconciliation after the dividing date. QuickBooks Simple Start has similar file transfer capabilities; to learn more go to QuickBooks Support to download QuickBooks Simple Start File Transfer tool.

Important disclaimers, disclosures and notes
  1. The following services are included with QuickBooks Accountant Plus 2012 while your membership is active: Intuit Data Protect, Accountant Copy File Transfer, QuickBooks Email, QuickBooks Attached Documents, QuickBooks Connect. If you cancel your ProAdvisor Program membership or do not renew your membership, access to all of these services as well as version protection provided by the automatic updates that are part of QuickBooks Accountant Plus will terminate immediately. You will continue to be able to use QuickBooks Accountant software but will not receive updates or the services mentioned here. Access to new features and improvements at no cost are available to you if and when they become available during your membership year.
  2. ProAdvisors enjoy unlimited technical support from a team of U.S.-based agents who exclusively address accountant software issues. Extended U.S.-based technical support hours, from 6:00 a.m. to 6:00 p.m., Pacific Standard Time . General QuickBooks technical support team available 24/7. Terms and conditions of ProAdvisor technical support, support features, pricing and support availability are subject to change at any time without notice. Intuit reserves the right to limit each telephone call to one hour and to limit each contact (telephone or electronic) to one incident. Inquiries are limited to the following QuickBooks product areas: installation, upgrade assistance, and basic functionality. Toll-free access available from the United States only. For complete Terms and Conditions for QuickBooks ProAdvisor Technical Support, please visit accountant.intuit.com/paptechsupportterms.
  3. Multi-Instance available only in QuickBooks Accountant 2012, and QuickBooks Accountant Enterprise 12.0. Does not allow the same QuickBooks file to be open concurrently, must be two different QuickBooks files. The following features are not available in second instance: QuickBooks Messenger, payroll. The following features are unavailable in both instances: unlocking or purchasing additional features/seats, TurboTax integration, Intuit Data Services setup, applications that use the Intuit Software Development Kit (SDK) to communicate with QuickBooks. The following features are available in one of the two instances: multi-user mode, file hosting, QuickBooks Help and Live Community. Other features not listed above are impacted and additional restrictions apply in either the first instance, second instance or both instances; See http://accountant.intuit.com/mi for a list of restrictions.
  4. Only one user at a time can access Client Data Review in multi-user mode.
  5. Works with QuickBooks Pro, Premier, and Industry Editions 2012. Does not work with QuickBooks Enterprise Solutions, QuickBooks for Mac, or QuickBooks Online Edition.
  6. Works with Accountant Copy files from QuickBooks Pro, Premier, and Premier Industry Editions 2012 and 2011. Payroll transactions cannot be adjusted. Not all fields can be accessed for QuickBooks 2011 files; including 1099 Account Mapping and modify and merge class lists. Previous versions of Accountant's Copy restricted reconciliation after the dividing date. Additional fees apply for file transfer services across Intuit servers.
  7. Currency rates provided by Wall Street on Demand. Internet access required. Payroll services and online banking will only work with U.S. dollars as home currency. If you set your home currency in QuickBooks at Euros for instance, these services will not work. Please note that once you enable the multi-currency feature, it cannot be disabled. Additional fees may apply for wire transfer and draft services.
  8. Requires an annual payroll subscription, Internet access, Federal Employer Identification Number (FEIN) and QuickBooks Simple Start, Pro or Premier 2008 or higher, or Enterprise 8.0 or higher (all sold separately) updated to the most current maintenance release. Not compatible with QuickBooks Online or QuickBooks for Mac. Additional fees apply for Direct Deposit. Pricing varies depending on number of employees. Check stock sold separately. Plus sales tax where applicable. State forms available for most states; see www.quickbooks.com/taxforms for complete list of supported forms. e-File & Pay feature requires QuickBooks 2008 or higher and is available for federal and select state taxes. Please check availability at www.payroll.com/fileandpay. You may need to register with tax agencies in order to use e-File & Pay. 24/7 access is subject to occasional downtime. Terms and conditions, features, support, pricing and service options subject to change without notice.
  9. 30 consecutive days of QuickBooks 2012 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.
  10. If you cancel or do not renew your ProAdvisor Program membership, access to this service will terminate immediately along with the termination of your membership.
  11. The first three months (starting from the date you run your first payroll) of subscription to Intuit Online Payroll for Accounting Professionals is free. Offer is valid for new Intuit Online Payroll for Accounting Professionals customers only. Customers who participate in this offer will automatically be billed at the then current monthly subscription rate starting with the fourth month of service. Prices vary depending on number of clients and employees. Customers will be asked to present a valid credit card account for authorization when they enroll. Cancel at any time by calling (866) 729-2925. Offer cannot be combined with any other Intuit Online Payroll offer. Terms, conditions, features, pricing, service and support subject to change without notice.
  12. The CPA Practice Advisor Readers' Choice Award Logo is a registered trademark of Cygnus Business Media. Used under license. Reprinted from The CPA Technology Advisor magazine, December 2010, with permission. Copyright © 2010 Cygnus Business Media. All Rights Reserved.
  13. QuickBooks for Mac and QuickBooks Statement Writer will be made available on or after 9/26/2011.
  14. Accountant's Copy file transfer services across Intuit servers available for an additional $9.95 per year.
  15. QuickBooks Statement Writer requires Excel 2003 or 2007.
  16. Includes transactions with: open balances, reimbursable expenses that have not been reimbursed, payroll transactions from the current year, transactions not reconciled, transactions marked to be printed or emailed, online checks waiting to be sent or check with associated pending payment inquiries, transactions linked to other transactions that cannot be removed, payments that have not yet been deposited.
  17. The $50 discount expires 7/31/2012 and is valid for both ProAdvisor membership and ProAdvisor membership with payroll. It is available only to new ProAdvisor members and is not valid for renewals. Limit one per person.
  18. Special offer of $319.95 for QuickBooks Accountant 2012 (1 User) and $849.95 for QuickBooks Accountant 2012 (3 User). Must be ordered by May 23, 2012 11:59 p.m., Pacific Time. No limit on the number of copies ordered. Terms, conditions, pricing, special features and service and support options subject to change without notice. This offer cannot be combined with any other offers.
  19. See official rules for more information. Terms, conditions, pricing, features, services and support subject to change without notice.
 

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Terms, conditions, features, pricing, support and service are subject to change at any time without notice.
 
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