Q: How do I know which edition of QuickBooks I need?
A: QuickBooks offers a range of accounting and business planning tools designed to help small businesses organize their finances with ease. Because every business is unique, only you can decide which QuickBooks edition is best for you, but we make it easy by letting you try QuickBooks for up to 60 days at no risk.¹Learn more about your different QuickBooks options.

In addition, you can save time and boost your efficiency with additional products to help solve all your business needs. Process payroll with QuickBooks Payroll, accept credit card payments with QuickBooks Merchant Services, order QuickBooks Checks, Forms, and Supplies, run your store with QuickBooks Point of Sale, and more.

Q: What if I decide QuickBooks isn't right for me?
A: Try QuickBooks for up to 60 days at no risk. If you're not 100% satisfied for any reason, please call customer service within 60 days of purchase at 1-800-446-8848 to request a refund. To process your request, the agent will need the product license number located on the CD.

Q: How is QuickBooks 2010 different from my earlier edition?
A: QuickBooks 2010 has tools to give you deeper business insights than ever before. You'll make better business decisions, and you'll be able to make them faster.
Learn More about QuickBooks 2010.


Q: How long does it take to upgrade?
A: In most cases, you can upgrade your QuickBooks in under an hour.² Many files take even less time. Your data and previous preferences are transferred at the same time.

Q: Why upgrade now?
A: You can upgrade your QuickBooks anytime! However, in addition to gaining the benefits from the newest QuickBooks features to help your business succeed, there are other important reasons to upgrade now. Starting May 31, 2010, we will no longer be offering access to live technical support or add-on business services for QuickBooks 2007 (see www.aboutqb.com/discontinuationplan for details). Additionally, only QuickBooks versions 2007 and later are built to run on the Windows Vista operating system.

Q: Will my data from previous QuickBooks versions be transferred safely if I upgrade to QuickBooks 2010
A: Yes. When you install QuickBooks 2010, the new software will find the older version of QuickBooks on your computer and import your company file and preferences for you.

Q: Where are Pro 5 User Edition and Premier 5 User Edition?
A: We have learned that many multi-user customers have 3 or fewer employees working on QuickBooks, so we introduced Pro 3 User in 2007 and Premier 3 User in 2008. Each product has all the features of the 5 User Editions, but, instead, will now allow 3 users to work on your QuickBooks program at the same time.

Q: How do I upgrade my Pro 5 User or Premier 5 User since you are no longer offering it?
A: If you own a previous version of Pro 5 or Premier 5 and need access for more than 3 users, you can easily purchase the Pro 3 User or Premier 3 User product and add additional licenses. See:

• How do I purchase additional licenses outside of what is available on the site?
• Is there a discount?

Q: What if I plan to upgrade my computer to Windows Vista or 7?
A: QuickBooks 2007-2009 are compatible with Windows Vista and Windows XP. We plan to support Windows 7 also for QuickBooks 2010. However, Windows 7 will be released right at the same time as QuickBooks 2010, so please give us a call if you have questions about Windows 7.
For a full list of our system requirements and other compatible programs, click on the System Requirements tab above.

Find out more about upgrading

Q: How is QuickBooks 2010 different from my earlier edition?
A: QuickBooks offers a wide range of solutions for virtually every business, from those just starting out to those which have grown bigger and more complex. As your business needs change, you can upgrade to other QuickBooks products with more features or more capacity easily and painlessly–all of your data goes with you.
Compare QuickBooks products.
What's New in 2010

Q: Can Quicken do the same thing as QuickBooks?
A: Quicken is specifically designed to handle personal finances, while QuickBooks handles small business finances. Each product is tailored (features, reports, and workflows) to meet the needs of those specific audiences. If you prefer to track personal and business income and expenses in the same place, pay your personal bills and business expenses from the same account, and run a small, home-based, Schedule C filing business with no employees, then Quicken Premier Home & Business might be the right solution for you.

Q: Can I use QuickBooks to run my payroll? Is payroll included?
A: QuickBooks Payroll, a subscription-based service, works right inside QuickBooks. QuickBooks Payroll Services help you make your payroll easier and more accurate through automatic calculations, the latest tax tables and forms, at-a-glance screens to manage activities, and built-in Direct Deposit.³ There's no double-entry, and nothing new to learn.
Learn more about a variety of timesaving, easy-to-use Payroll Solutions

Q: Is there third-party, industry-specific software that works with QuickBooks?
A: Yes, you can meet your business needs with tested and proven software that integrates with QuickBooks. Search by your specific industry, business function and/or QuickBooks version for solutions that will help eliminate double data entry, streamline business operations, and save you time, so you can focus on growing your business. Research and compare software applications for tasks such as project management, complex estimating, and customer scheduling, created by credible, top-rated developers.
Visit QuickBooks Solutions Marketplace today.⁴

Q: Can QuickBooks handle credit card and debit card payments?

A: Yes. You can accept all major credit cards and debit cards right in QuickBooks if you have an Intuit QuickBooks Merchant Service account, the only payment processing solution that allows you to process payments directly into QuickBooks. ⁵ No new hardware, software, or phone lines are required. Eliminate the need for double data entry; just process the credit card and debit card transactions directly in QuickBooks and the data is automatically recorded in your QuickBooks software.

QuickBooks now also helps you keep more accurate records by telling you which customer payments have been deposited to your bank and by allowing you to download your QuickBooks Merchant Service fees directly into QuickBooks. QuickBooks Merchant Service is sold separately. No teaser rates, no hidden fees, no cancellation fees, and no long-term contracts.

Learn More or Apply Now

Q: What other business products and services work with QuickBooks?
A:  Intuit offers a variety of solutions to help you meet all your business needs,⁵ including:

• Point of Sale
• Checks, Forms and Supplies
• Time tracking
• and much more!

Q: What is QuickBooks Remote Access?
A: With QuickBooks Remote Access, you can access your computer remotely from another location. For example, if you go on a business trip with your laptop and need to access your company file on your desktop PC, you can access the desktop PC through QuickBooks Remote Access. You don't have to have QuickBooks installed on your laptop; just leave your desktop computer running while you are away. Internet access is required for both the desktop computer and the laptop.  When you buy QuickBooks Pro Edition 2010 software, you get QuickBooks Remote Access at no additional charge for 6 months. When you buy QuickBooks Premier Edition 2010 software, you get QuickBooks Remote Access at no additional charge for 12 months.⁶

Q: Can I import my data from Excel?
A: Yes, you can import your existing data from Excel files. QuickBooks provides templates which make it easy for you to import your existing customer, vendor or product information.⁷

Q: Can I import my data from Quicken® and into QuickBooks?
A: Yes, you can with QuickBooks Pro, Premier, and Enterprise Solutions.⁸ You can directly convert data from Quicken and Quicken Home and Business Editions '98 through 2010 (older editions require some additional steps). QuickBooks provides detailed step-by-step instructions for the entire conversion process.⁸

Q: Can I import my Peachtree, Microsoft Small Business Accounting, and Microsoft Office Accounting/ Office Accounting Express data into QuickBooks?
A: Yes, you can easily import your Peachtree, Microsoft Small Business Accounting, and Microsoft Office Accounting/Office Accounting Express business data into QuickBooks.We've created a special site to provide conversion tools and information to help you easily move from your current accounting software to QuickBooks.⁸Visit our Switcher center.

Q: How can more than one person work on QuickBooks at the same time?
A: The multi-user mode⁹ in QuickBooks Pro and Premier allows multiple 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 the same time increasing collaboration and productivity. It improves accuracy because all users are working on the most up-to-date data.Additionally, it ensures data stays protected because individual user access levels can be set. To enable multi-user mode, go to the File menu in QuickBooks and choose "Multi-User Mode".
If you need 5 or more users accessing QuickBooks at the same time, please see our QuickBooks Online Edition or QuickBooks Enterprise Solutions products, or call us at 1-866-676-9668.

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 may install QuickBooks software on one computer for access and use by only one specific person; and, install the software on one additional portable computer so long as only the same specific person accesses and uses the software.

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 have more than 3 users of Pro or Premier, we recommend that you call 1-866-379-6635 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 receive a discount for purchasing additional QuickBooks user licenses.

If you already have a copy of QuickBooks, you can also add additional licenses from within the product. To do so, go to the Help menu, click on "Manage My License" to purchase additional licenses. You will see a web page that allows you to select "Purchase additional licenses via phone" or "Purchase additional licenses via web". If you choose to purchase additional licenses by phone, you will be given a phone number to call and a representative can assist you in purchasing an additional 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 10% off a single-user copy of Pro or Premier when you purchase an additional license. Currently, you cannot receive the 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 1-866-379-6635.

Or, if you already have a copy of QuickBooks 2010, you can purchase additional licenses 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: QuickBooks can accommodate up to 30 simultaneous users.⁹ You can directly convert data from Quicken and Quicken Home and Business Editions '98 through 2010 (older editions require some additional steps). QuickBooks provides detailed step-by-step instructions for the entire conversion process.⁸ QuickBooks Pro and Premier Editions are best suited for businesses with 1-4 users. (Note that one license is required for each user. A server does not count as a user if no one works on QuickBooks on the server itself). If your business has 5 or more users, please call us at 1-866-379-6635.

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 30 simultaneous users with 200 percent faster performance.⁹ 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.