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QuickBooks 2018-2023 Desktop (Pro, Premier, Accountant, or Enterprise)

QuickBooks Online

Confused about all the different versions? What is better Online or Desktop? Watch Hector Garcia’s video on his comparison across versions:

Lastly, here is Hector’s feature-by-feature comparison spreadsheet

Type	Feature	Online Simple Start $300/y	QuickBooks Online Essentials $660/y	QuickBooks Online Plus $1,020/y	QuickBooks Online Advanced $2,400	Desktop Enterprise Platinum 2023 From $2,140/y (1-user) To: $9,300/y (30-user)	Desktop Enterprise Diamond 2021 $Custom$	Desktop Pro PLUS 2023 From $550/y (1-user) To $950 (3-user)	QuickBooks Premier PLUS 2023 From $800/y (1-user) To $1950/y (5-user)	QuickBooks Desktop Accountant PLUS 2023 $1000/y per user
Banking	Add Doc Attachment from Bank Feeds	Yes	Yes	Yes	Yes	No	No	No	No	No
Banking	Advanced Bank Feeds (Detailed Rules, Auto Add, Undo, Copy Payee in Memo)	Yes	Yes	Yes	Yes	No* (semi-improved in 2021)	No* (semi-improved in 2021)	No* (semi-improved in 2021)	No* (semi-improved in 2021)	No* (semi-improved in 2021)
Banking	Built-in tool to download and classify PayPal transactions	Yes	Yes	Yes	Yes	No	No	No	No	No
Banking	Direct Download transactions from bank at no cost (90 days worth)	Yes	Yes	Yes	Yes	No	No	No	No	No
Banking	Direct Download transactions (most banks charge for Direct Downloads with QBDesktop)	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Banking	Import/Export Bank Rules	Yes	Yes	Yes	Yes	No	No	No	No	No
Banking	Manually upload a .CSV file from the bank into Bank Feeds (1000 transaction limit)	Yes	Yes	Yes	Yes	No	No	No	No	No
Banking	Manually upload a .QBO file from the bank into Bank Feeds	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Banking	Previous Reconciliations History	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes
Banking	Select Class from Bank Feeds	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Banking	Select Location from Bank Feeds	No	No	Yes	Yes	No	No	No	No	No
Banking	Select Customer:Project from Bank Feeds	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Banking	Undo Reconcilations as an end-user	No	No	No	No	Yes	Yes	Yes	Yes	Yes
Banking	Upload Receipts or Bills using mobile device (or upload file in browser) to create an expense /payable workflow	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes,	Yes
Banking	Integration with Melio to Pay vendors electonically	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes,	Yes
Contractors	Certified Payroll Reports	No	No	No	No	Yes	Yes	Yes	Yes	Yes
Contractors	Change Order tracking on Estimates	No	No	No	No	Yes	Yes	No	Yes	Yes
Contractors	Cost to Complete Report	No	No	No	No	Yes	Yes	No	Yes	Yes
Contractors	Estimates vs. Actual Reports (Tracking Estimated Costs per job/project)	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes
Contractors	Job Cost Tracking	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Contractors	Job Profitability Detail	No	No	No	No	Yes	Yes	Yes	Yes	Yes
Contractors	Job Profitability Summary	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Contractors	Job Type and Status Tracking	No	No	No	No	Yes	Yes	Yes	Yes	Yes
Contractors	Progress Invoicing	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Contractors	Work in Process & Commited Costs Report	No	No	No	No	Yes	Yes	No	No	No
General	Expense Report Tool for employees to submit reimbursable expense reports	No	No	No	Yes	No	Yes	No	No	No
General	Intefgration with Webgility for E-commerce WITHIN QuickBooks	No	No	No	No	Yes	Yes	No	No	No
General	Purchase Order and Bill approval Workflow	No	No	No	Yes	Yes		No	No	No
General	Customizable Vendor Bill Payment Stub	No	No	No	No	Yes	Yes	No	No	No
General	"Expense" Transaction (That is different than a "Check" Transaction)	Yes	Yes	Yes	Yes	No	No	No	No	No
General	Add Tags or Labels to transactions to create highly customized, specialty reports	Yes	Yes	Yes	Yes	No	No	No	No	No
General	Number of total tag groups and tags	40/300	40/300	40/300	Unlimited	N/A	No	N/A	N/A	N/A
General	Add/Edit Multiple Customers, Vendors, or Items in batch (with excel copy/paste)	No	No	No	No	Yes	Yes	Yes	Yes	Yes
General	Batch Delete Bills and Checks	No	No	No	No	Yes	Yes	No	No	Yes
General	Batch Delete Invoices	No	No	No	Yes	Yes	Yes	No	No	Yes
General	Batch Delete Sales Orders	No	No	No	No	Yes	Yes	No	No	Yes
General	Batch Enter Invoices, Bills, Expenses, and Checks in a spreasdheet style window via Copy/Paste)	No	No	No	Yes (but Copy/paste is a little clunky)	Yes	Yes	No	No	Yes
General	Batch Import Invoices, Sales Receipts Bills, Expenses, and Checks via CSV	No	No	No	Yes	No	No	No	No	No
General	Batch Fix unpplied customer payments and vendor payments	No	No	No	No	Yes	Yes	No	No	Yes
General	Batch Invoicing	No	No	No	Yes	Yes	Yes	No	Yes	Yes
General	Batch Invoicing from Billable items	No	No	No	No	Yes	Yes	No	Yes	Yes
General	Batch Reclassify the account and/or class from a transaction	Accountant Only	Accountant Only	Accountant Only	Accountant Only	Yes	Yes	No	No	Yes
General	Batch/Group Invoicing	No	No	No	Yes	Yes	Yes	No	Yes	Yes
General	Billable Millage Tracking	No	No	No	No	Yes	Yes	Yes	Yes	Yes
General	Billing Rate Levels	No	No	No	No	Yes	Yes	Yes	Yes	Yes
General	Built-in Support for Salesforce Integration	No	No	No	Yes	No	Yes	No	No	No
General	Change Item Prices in Bulk	No	No	No	No	Yes	Yes	No	Yes	Yes
General	Class Tracking	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Client Data Review (Tools for accountant to identify and fix errors)	Accountant Only	Accountant Only	Accountant Only	Yes	Yes	Yes	No	No	Yes
General	Cloud-Based Document Attachment	Yes	Yes	Yes	Yes	No	No	No	No	No
General	Collaboration with Accountant or 3rd party	2 Accountant users	2 Accountant users	2 Accountant users	3 Accountant users	Transfer file via "Accountant's Copy"	Transfer file via "Accountant's Copy"	Transfer file via "Accountant's Copy"	Transfer file via "Accountant's Copy"	Transfer file via "Accountant's Copy"
General	Company File Overview (transaction Count and summary of transactions)	No	No	No	Yes	No	No	No	No	No
General	Comprehensive Training Videos Included	No	No	No	Yes	Yes	Yes	No	No	No
General	Condense Data / Period Copy	No	No	No	No	Yes	Yes	No	No	Yes
General	Connect QuickBooks with External ODBC-compliant Database	No	No	No	No	Yes	Yes	No	No	No
General	Convert Cleared Checks to Bill Payments	Yes	Yes	Yes	Yes	No	No	No	No	No
General	Convert Estimates to Invoices	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Convert Estimates to Purchase Orders	No	No	Yes	Yes	Yes	Yes	No	Yes	Yes
General	Create and Print Checks	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Ability to Backup or Duplicte Data files locally	No	No	No	No	Yes	Yes	Yes	Yes	Yes
General	Create Bills and Pay Bills (Manage Accounts Payables, create vendor credits)	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Create Bills from Vendor Timesheets	No	No	No	No	Yes	Yes	Yes	Yes	Yes
General	Create Custom Workflows (Approve an Invoice before is posted, Approve Bill before is posted to be paid, Vendor payment reminders, automate payment receipt emails, overdue invoice memo, etc)	No	No	No	Yes	No	No	No	No	No
General	Create Estimates, Sales Receipts, Invoices (Accounts Receivables), and Customer Payments	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Create Expense Transactions (separeted transaction type from Check)	Yes	Yes	Yes	Yes	No	No	No	No	No
General	Create Finance Charges on Overdue Invoices	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Create Period Copies for audits or limited time-frame reviews	No	No	No	No	Yes	Yes	No	No	Yes
General	Time Tracking (Time Sheets)	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Create Recurring / Memorized Transactions	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Create Sales Orders (and/or Convert Estimates to Sales Orders). Track Back Orders	No	No	No	No	Yes	Yes	No	Yes	Yes
General	Credit Limit Warnings	No	No	No	No	Yes	Yes	No	Yes	Yes
General	Customer Letters Batching	No	No	No	No	Yes	Yes	No	Yes	Yes
General	Customer/Vendor Level User Permissions	No	No	No	No	Yes	Yes	No	No	No
General	Customizable Columns in Check Register	Yes	Yes	Yes	Yes	No	No	No	No	No
General	Default Classes based on Item	No	No	Yes	Yes	Yes	Yes	No	No	No
General	Default Classes based on Payee or Account	No	No	No	No	Yes	Yes	No	No	No
General	Delayed Charges and Credits	No	Yes	Yes	Yes	No	No	No	No	No
General	Disallow Sales to Overdue Customers	No	No	No	No	Yes	Yes	No	No	No
General	Disallow user from entering beginning balances on new Cusomers, Vendors, Items, or Accounts	No	No	No	No	Yes	Yes	No	No	No
General	Early Pay Discount Tracking	No	No	No	No	Yes	Yes	No	Yes	Yes
General	Easy API/SDK app integration	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Easy Collaboration with External Accountant without transfering files or accesing remote desktop	Yes	Yes	Yes	Yes	No	No	No	No	No
General	Easy Expense recategorization	Yes	Yes	Yes	Yes	Yes	Yes	No	No	Yes
General	Easy to read/customize Audit Trail	Yes	Yes	Yes	Yes	No	No	No	No	No
General	Enhanced User Permissions and Roles	No	No	No	Yes	Yes	Yes	No	No	No
General	Fixed Asset List and Asset Manager	No	No	No	No	Yes	Yes	No	No	Yes
General	Full Service/Assisted Payroll (Pricing might vary)	$125/m	$125/m	$125/m	$125/m	$100/m	N/A	$100/m	$100/m	$100/m
General	Granular Multi-User Support	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes
General	Granular User Access Controls and Permissions (115 acces points)	No	No	No	No	Yes	Yes	No	No	No
General	Group Items ("Bundles" In QB Online)	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Import/Export IIF Files	No	No	No	No	Yes	Yes	Yes	Yes	Yes
General	Inventory Items	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Invoice Communications Portal with Customers	Yes	Yes	Yes	Yes	No	No	No	No	No
General	Invoice Status Tracker	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Keyboard Shortcuts for 90% of functions	No	No	No	No	Yes	Yes	Yes	Yes	Yes
General	Local Storage Document Attachment	No	No	No	No	Yes	Yes	Yes	Yes	Yes
General	Location Tracking	No	No	Yes	Yes	No	No	No	No	No
General	Manage "Projects"	No	No	Yes	Yes	Yes (it's called "Jobs")	Yes (it's called "Jobs")	Yes (it's called "Jobs")	Yes (it's called "Jobs")	Yes (it's called "Jobs")
General	Max Number of Accounts (Chart of Accounts)	250	250	250	Unlimited	10,000	10,000	10,000	10,000	10,000
General	Max Number of Classes	0	0	40	Unlimited	10,000	10,000	10,000	10,000	10,000
General	Max Number of Customers/Vendors/Employees Combined	Unlimited	Unlimited	Unlimited	Unlimited	100,000	100,000	10,000	10,000	10,000
General	Max Number of Items	Unlimited	Unlimited	Unlimited	Unlimited	100,000	100,000	14,500	14,500	14,500
General	Max Number of Locations	0	0	40	Unlimited	0	0	0	0	0
General	Mileage Tracker in Software	Yes	Yes	Yes	Yes	Yes	Yes (but no Phone app)	Yes	Yes	Yes
General	App-based Mileage Tracking	Yes	Yes	Yes	Yes	No		No	No	No
General	Multi-currency	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Multi-language Invoice Support (translates some elements of the invoice)	Yes	Yes	Yes	Yes	No	No	No	No	No
General	Multi-monitor Support	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Multi-user restrictions for Administrative Functions	No	No	No	No	Yes	Yes	Yes	Yes	Yes
General	Multi-user restrictions for some functions	No	No	No	No	Yes (but less than Pro/Premier)	No	Yes	Yes	Yes
General	Multiple A/R and/or A/P lines in a transaction	Yes	Yes	Yes	Yes	No	No	No	No	No
General	Multiple Companies with one purchase/subscription	No	No	No	No	Yes	Yes	Yes	Yes	Yes
General	Multiple Industry Sample Files	No	No	No	No	Yes	Yes	No	Yes	Yes
General	Non-inventory and Service Items	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Number of Companies open simultaneously* QuickBooks Online requires separate monthly subscriptions for each	Unlimited	Unlimited	Unlimited	Unlimited	2	2	1	1	2
General	Number of company files that can be created/managed with a single monthly/annual subscription	1	1	1	1	Unlimited		Unlimited	Unlimited	Unlimited
General	Number of Users (Multi-User Support)	3	3	5	25	30	40	3	5	5
General	Online backup/restore for QB Online Advanced	No	No	No	Yes	No	No	No	No	No
General	Optimal for large data files with high volume and long list sizes	No	No	No	Yes	Yes	Yes	No	No	No
General	Other Charges and Payment Items	No	No	No	No	Yes	Yes	Yes	Yes	Yes
General	Payroll Addon (Pricing might vary)	Basic Payroll for $45/m extra + $5 per employee	Basic Payroll for $45/m extra + $5 per employee	Basic Payroll for $45/m extra + $5 per employee	Basic Payroll for $45/m extra + $5 per employee	Enhanced Payroll Included	Assisted Payroll (plus additional per EE cost)	Enhanced Payroll for 50/m extra + $5 per employee/month	Enhanced Payroll for 50/m extra + $5 per employee/month	Enhanced Payroll for 50/m extra + $5 per employee/month
General	Payroll Features	Basic	Basic	Basic	Basic	Enhanced	Assisted/Enhanced	Enhanced	Enhanced	Enhanced
General	Print 1099-NEC forms (E-file would be an extra fee)	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Print Bills	No	No	No	No	Yes	Yes	Yes	Yes	Yes
General	Reclassify Expense Transactions in Batch	No	Yes	Yes	Yes	Yes	Yes	No	No	Yes
General	Search in the Chart of Accounts	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Send Invoice Reminders in Batch	No	Yes	Yes	Yes	No	No	No	No	No
General	Set Customer Credit Limits and warn when credit limit is reached	No	No	No	No	Yes	Yes	No	Yes	Yes
General	Smartphone App (limited Functionality)	Yes	Yes	Yes	Yes	No	No	No	No	No
General	Statement and Finance Charges	No	No	No	No	Yes	Yes	Yes	Yes	Yes
General	Statement Automation (automatically create statements at the end of the period)	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes
General	Traditional QuickBooks Desktop Homescreen, Workflows, and Interface	No	No	No	No	Yes	Yes	Yes	Yes	Yes
General	Tsheets Elite with Job Costing Support Included	No	No	No	No	No	Yes	No	No	No
General	Unlimited Transactions/Data	Yes	Yes	Yes	Yes	No	No	No	No	No
General	US-based free tech support with active monthly/annual subscription	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Use "Tags" in Invoices, Sales Receipts, Bills, Checks, and Expenses to create special reports	Yes	Yes	Yes	Yes	No	No	No	No	No
General	Works without Internet connection	No	No	No	No	Yes	Yes	Yes	Yes	Yes
General	Automatic Invoicing of unbilled activities	No	Yes	Yes	Yes	No	No	No	No	No
General	Monthly Revenue Recognition (creating a single invoice that will reclassify income to deferred income liability and automate a monthly entry in the future to recognize revenue)	No	No	No	Yes	No	No	No	No	No
General	"Spreadsheet Sync" Excel Add-on that allows some of the that to be manipulated via Excel for custom reporting and/or mass editing purposes	No	No	No	Yes	No	No	No	No	No
Inventory	Allocated Landed Cost to Inventory Items from bills that contain freight, customs, insurance, etc	No	No	No	No	Yes	Yes	No	No	No
Inventory	Alternative Vendors (4, in addition to Preferred Vendors)	No	No	No	No	Yes	Yes	No	No	No
Inventory	Assembly Shortage Reports	No	No	No	No	Yes	Yes	No	No	No
Inventory	Auto Markup/Margin adjusting sales price	No	No	No	No	Yes	Yes	No	No	No
Inventory	Automatically Build Sub-Assemblies	No	No	No	No	Yes	Yes	No	No	No
Inventory	Barcode Tracking (USB Barcode Scanner)	No	No	No	No	Yes	Yes	No	No	Yes
Inventory	Choose what "cost" to use on inventory assemblies (based on BOM vs. your own cost)	No	No	No	No	Yes	Yes	No	No	No
Inventory	Current Availability (QTY on Hand vs. QTY on Sales Order / Pending Build)	No	No	No	No	Yes	Yes	No	Yes	Yes
Inventory	Delivery Date Tracking on Transactions	No	No	No	No	Yes	Yes	Yes	Yes	Yes
Inventory	Disallow Negative Inventory	No	No	No	No	Yes	Yes	No	No	No
Inventory	Editable Bill of Materials while creating a Build Assembly	No	No	No	No	Yes	Yes	No	No	No
Inventory	Enhanced Inventory Receiving (separate Item Receipt from Bill)	No	No	No	No	Yes	Yes	No	No	No
Inventory	Enhanced Sales Order Fulfilment with Pick/Pack/Ship Status	No	No	No	No	Yes	Yes	No	No	No
Inventory	FIFO Valuation of Inventory	No	No	Yes	Yes	Yes	Yes	No	No	No
Inventory	Find and Select Items in forms	Yes	Yes	Yes	Yes	Yes	Yes	No	No	No
Inventory	Inventory Assembly / Bill of Materials	No	No	No	No	Yes	Yes	No	Yes	Yes
Inventory	Inventory Center (Central screen for all inventory-related activities)	No	No	No	No	Yes	Yes	No	Yes	Yes
Inventory	Inventory Support	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Inventory	Inventory Value Adjustment	No	No	No	No	Yes	Yes	Yes	Yes	Yes
Inventory	Lot Number or Serial Tracking	No	No	No	No	Yes	Yes	No	No	No
Inventory	Mobile App/Barcode Support for Sales Orders Fullfillment and Purchase Orders receiving	No	No	No	No	Yes	Yes	No	No	No
Inventory	Mobile App/Barcode Support performing Cycle Counts / Importing Cycle Counts via CSV file	No	No	No	No	Yes	Yes	No	No	No
Inventory	Multiple Shipping Addresses per customer	No	No	No	No	Yes	Yes	Yes	Yes	Yes
Inventory	Flexibility on setting up shipping address and name to be completly different than billing name/address as a default entry	No	No	No	No	Yes	Yes	Yes	Yes	Yes
Inventory	Multiple Site Location & Bin Inventory Tracking	No	No	No	No	Yes	Yes	No	No	No
Inventory	Multiple Units of Measure	No	No	No	No	Yes	Yes	No	Yes	Yes
Inventory	Partial Receive PO's and Vendor Backorders	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Inventory	Perform Inventory cycle counts in excel and import them into QuickBooks Enterprise	No	No	No	No	Yes	Yes	No	No	No
Inventory	Pictures on Inventory Items for reference (but Not includable within Invoices)	No	No	Yes	Yes	Yes	Yes	No	No	No
Inventory	Price Levels Based on cost	No	No	No	No	Yes	Yes	No	Yes	Yes
Inventory	Price Levels Based on Percentage from Sales Price	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Inventory	Price Levels Based on specific pricing tables	No	No	Yes	Yes	Yes	Yes	No	Yes	Yes
Inventory	Purchase Orders	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Inventory	Quick PO creation based on Reorder points and preferred vendors	No	No	Yes	Yes	Yes	Yes	No	No	No
Inventory	Reorder Points Maximum	No	No	No	No	Yes	Yes	No	Yes	Yes
Inventory	Reorder Points Mininum	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Inventory	Sales Order Fulfillment Worksheet and Batch Picklist Print	No	No	No	No	Yes	Yes	No	Yes	Yes
Inventory	Sales Orders dropship to PO workflow	No	No	No	No	Yes	Yes	No	Yes	Yes
Inventory	Set Reorder Points in Batch (by Site Location)	No	No	No	No	Yes	Yes	No	No	No
Inventory	Show MPN in item dropdown list inside transaction forms	No	No	No	No	Yes	Yes	No	No	No
Inventory	Transfer Inventory across multiple Site Locations	No	No	No	No	Yes	Yes	No	No	No
Inventory	UPS/USPS/FEDEX Integration	No	No	No	No	Yes	Yes	Yes	Yes	Yes
Inventory	Where Used, Batch Component replacedment accross multiple BOM's	No	No	No	No	Yes	Yes	No	No	No
Inventory	Default Sales and Purchase Bin Location by Site (item level)	No	No	No	No	Yes	Yes	No	No	No
Job Costing	Entering Sales Reps or Item-level Custom Fields in Bills, Checks, or Credit Card Charges	No	No	No	No	Yes	Yes	No	No	No
Job Costing	Payroll-level Job Costing	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Job Costing	Timesheet-level Labor Costing to Projects	No	No	Yes	Yes	No	No	No	No	No
Payroll	Keep Track of Accrued Sick and Vacation Pay Accuratelly	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Reporting	Balance Sheet by Class	No	No	Yes	Yes	Yes	Yes	No	Yes	Yes
Reporting	Special Item types such as Fixed Asset Items, Discount Items, and Other Charges that can provided more filterable datapoints in reports	No	No	No	No	Yes	Yes	Yes	Yes	Yes
Reporting	Comprative Financial Statements (compared to previous period and/or previous year)	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Reporting	Balance Sheet by Location	No	No	Yes	Yes	No	No	No	No	No
Reporting	Budget Support	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Reporting	Built-in Advanced Reporting with Pivot Table capabilities	No	No	No	Yes	Yes (but not easy to use)	Yes	No	No	No
Reporting	Canned/Standard Reports	60	60	90	90	150	150	100	115	115
Reporting	Cashflow Projections & Forcasting	No	No	No	No	Yes	Yes	No	Yes	Yes
Reporting	Collapse Customer:Jobs and Classes with Subclasses in the columns of reports	No	No	No	No	Yes	Yes	Yes	Yes	Yes
Reporting	Combine / Consolitade Multiple Company Files into one Financial Report	No	No	No	No	Yes	Yes	No	No	No
Reporting	Commented Reports	No	No	No	No	Yes	Yes	Yes	Yes	Yes
Reporting	Create Multiple Budgets	No	No	Yes	Yes	No	No	No	No	No
Reporting	Custom Dashboards and Custom Charts with top KPI's by Item, Account, Class, Locations, Customer, etc.	No	No	No	Yes	No	No	No	No	No
Reporting	Custom Detail Reports	No	No	No	No	Yes	Yes	Yes	Yes	Yes
Reporting	Custom fields on Item Lists	No	No	No	No	15	15	7	7	7
Reporting	Custom List Report	No	No	No	No	Yes	Yes	Yes	Yes	Yes
Reporting	Custom Summary Reports	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes
Reporting	Customer/Vendor Types and customizable reports by these dimensions	No	No	No	No	Yes	Yes	Yes	Yes	Yes
Reporting	Customizable Charts for key data (such as sales by Customer. Class. Location, Account, etc..)	No	No	No	Yes	No	No	No	No	No
Reporting	Desktop Accountant 2020 $500/y	No	No	No	Yes	10	10	5	5	5
Reporting	Customizable Excel Report Formatting	No	No	No	No	Yes	No	Yes	Yes	Yes
Reporting	Export Report to Google Sheets	No	No	No	Yes	No	Yes	Yes	Yes	Yes
Reporting	Filters on Custom Reports	No	No	No	No	Yes	Yes	Yes	Yes	Yes
Reporting	Financial Statement Forecast	No	No	No	No	Yes	Yes	No	Yes	Yes
Reporting	Customizable reports using filters such as accounts, payee, transaction type, etc.	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Reporting	Management Reports	No	Yes	Yes	Yes	No	No	No	No	No
Reporting	Number of Custom Fields on Form header	No	3	3	10	10	10	5	5	5
Reporting	Number of Custom Fields on Form's transaction lines	No	No	No	No	15	15	7	7	7
Reporting	QuickBooks Business Planner (Business Plan Maker)	No	No	No	No	Yes	Yes	No	No	No
Reporting	Reports Only Users	No	No	Yes	Yes	Yes	Yes	No	No	No
Reporting	Save Memorized/Customized Reports	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Reporting	Scheduled Reporting	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Reporting	Scheduled Reporting (while offline)	No	Yes	Yes	Yes	No	No	No	No	No
Reporting	Show Account or Item Descriptions on Reports	No	No	No	No	Yes	Yes	Yes	Yes	Yes
Reporting	Group Customers by Customer Type (For reporting)	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Sales Forms	Automatic Invoice or Sales Receipt e-mail	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Sales Forms	Basic Form Customization	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Sales Forms	Calculate ITEM Subtotal Columns in Transactions	No	No	No	No	Yes	Yes	No	No	No
Sales Forms	Copy/Paste Line Items within forms	No	No	No	No	Yes	Yes	Yes	Yes	Yes
Sales Forms	Customizable Formatting on Forms	No	No	No	No	Yes	Yes	Yes	Yes	Yes
Sales Forms	Drop Down Custom Fields	No	No	No	Yes	Yes	Yes	No	No	No
Sales Forms	Mark Invoices or Credit Memos as Pending	No	No	No	No	Yes	Yes	Yes	Yes	Yes
Sales Forms	Multiple Sales Tax in transactions and Sales Tax grouping Reports	No	No	No	No	Yes	Yes	Yes	Yes	Yes
Sales Forms	On-click e-mailing forms (estimates, sales receipts, purchase orders, and invoices)	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Sales Forms	Re-Sort/Organize rows	Yes, Manual Ordering	Yes, Manual Ordering	Yes, Manual Ordering	Yes, Manual Ordering	Sort any Column – Alphabetical	Sort any Column – Alphabetical	No	No	No
Sales Forms	Rep and Ship Via Tracking	No	No	No	Yes (with custom fields)	Yes	Yes	Yes	Yes	Yes
Sales Forms	Sales Receipt and CC automation	No	Yes	Yes	Yes	No	No	No	No	No
Sales Forms	Show Item Cost + Markup in Estimates	No	No	No	No	Yes	Yes	Yes	Yes	Yes
Sales Forms	Show Item Cost in Invoices	No	No	No	No	Yes	Yes	No	No	No
Sales Forms	Subtotal Columns in Transactions	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Reporting	Cashflow Hub: single dashboard with all things related to current cash balaces and potential in/out flows in the near future	Yes	Yes	Yes	Yes	Yes		No	No	Yes
Payments	Payment Link: Ability to send customers a payment request (via QB Payments Merchant Services) without using an invoice	Yes	Yes	Yes	Yes	Yes		No	No	Yes
General	Intercompany Transactions tool: enables transactions from one company file to "flow through" via a journal entry unto another file using the due to/from accounts	No	No	No	No	Yes		No	No	No
Inventory	Item Categories (organize items by a category) Note: QBO has single Categories. Enterprise has 4-layer deep categoy options	No	Yes	Yes	Yes	Yes		No	No	No
Inventory	Expiration Dates for Lot numbers (ability to track an expiration date for every lot number)	No	No	No	No	Yes		No	No	No

Hector Garcia

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5 Responses

Brian M. Buxton says:

December 3, 2016 at 10:23 pm

Where is the Desktop Pro 2017 Users Guide?

Reply
Wendy says:

July 6, 2017 at 7:41 pm

Where is the Desktop Pro 2017 Users Guide?

Reply
C. Blanche says:

November 7, 2017 at 3:40 pm

The link to the comparison spreadsheet does not work.

Reply
RICHARD N. DAVID says:

October 6, 2018 at 1:15 pm

I kindly request for quick book 2018 complete manual and its software to do installation to my computer for better practise.

Assist me please.
Almighty God bless abundantly as i wait wait for your positive response. Use this email rd109340@gmail.com

Reply
1. Hector Garcia says:
  
  January 17, 2019 at 7:41 am
  
  the link is on the website
  
  Reply