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Complete – QuickBooks Manuals, Guides, and Free Trial Links

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	Usefulness?	Online Solopreneur $20/m	Online Ledger $10/m	Online Simple Start $38/m	QuickBooks Online Essentials $85/m	QuickBooks Online Plus $140/m	QuickBooks Online Advanced $340/m	Intuit Enterprise Suite (Approx $8,000/y)	Desktop Enterprise Platinum 2024 From $2,400/y (1-user) To: $11,000/y (30-user)	Desktop Pro PLUS 2024 From $1000/y (1-user) To $2000/y (3-user)	QuickBooks Premier PLUS 2024 From $1500/y (1-user) To $3500/y (5-user)	QuickBooks Desktop Accountant PLUS 2024 $2400/y
_Free Add-on	Works with RightTool Addon for Chrome or Edge Browser	High	Yes (limited)	Yes	Yes	Yes	Yes	Yes	Yes	No	No	No	No
Accounting	Chart of Accounts Templates	High	No	Yes	Accountant Only	Accountant Only	Accountant Only	Accountant Only	Yes	Yes	Yes	Yes	Yes
Accounting	Books Review (Comprehensive tools to manage month-end closing process)	High	No	Yes	Accountant Only	Accountant Only	Accountant Only	Accountant Only	Accountant Only	No	No	No	No
AI	Smart expense organization (upload receipts/bills and convert them to expenses or Bills)	Medium	No	Yes	Yes	Yes	Yes	Yes	Yes	No	No	No	No
AI	Accounting Agent (Auto-categorize transactions from Bank Feed)	Low (Hit & Miss)	No	No	No	Yes	Yes	Yes	Yes	No	No	No	No
AI	Payments Agent (suggest wasys to get paid faster)	Low	No	No	No	Yes	Yes	Yes	Yes	No	No	No	No
AI	AI-powered Reconciliation (attempt to reconcile the bank accounts after uploading the PDF bank statement)	Low (Hit & Miss)	No	No	No	Yes	Yes	Yes	Yes	No	No	No	No
AI	Customer Agent (read your gmail and try to bring up potential leads)	Medium	No	No	No	Yes	Yes	Yes	Yes	No	No	No	No
AI	Finance Agent (Report Insights, KPI analysis, and anomily detection)	High	No	No	No	No	Yes	Yes	Yes	No	No	No	No
AI	Project Management Agent (create projects for uploaded documents)	Medium	No	No	No	No	Yes	Yes	Yes	No	No	No	No
AI	Intuit Intelligence (AI Chat)	Medium	No	No	No	Yes	Yes	Yes	Yes	No	No	No	No
Banking	Toggle for Categorizing Personal vs Business Expenses		Yes	No	No	No	No	No	No	No	No	No	No
Banking	Add Doc Attachment from Bank Feeds		No	Yes	Yes	Yes	Yes	Yes	Yes	No	No	No	No
Banking	Advanced Bank Feeds (Detailed Rules, Auto Add, Undo, Excluded Transactions, Copy Payee in Memo, Reclass Posted Transactions)		No	Yes	Yes	Yes	Yes	Yes	Yes	No	No	No	No
Banking	Built-in tool to download and classify PayPal transactions		No	Yes	Yes	Yes	Yes	Yes	Yes	No	No	No	No
Banking	Direct Download transactions from bank at no cost (90 days worth)		Yes	Yes	Yes	Yes	Yes	Yes	Yes	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	Yes	Yes
Banking	Import/Export Bank Rules		No	Yes	Yes	Yes	Yes	Yes	Yes	No	No	No	No
Banking	Manually upload a .CSV file from the bank into Bank Feeds (1000 transaction limit)		Yes	Yes	Yes	Yes	Yes	Yes	Yes	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	Yes	Yes
Banking	Previous Reconciliations History		No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes
Banking	Select Class from Bank Feeds		No	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Banking	Select Location from Bank Feeds		No	No	No	No	Yes	Yes	Yes	No	No	No	No
Banking	Select Dimension from Bank Feeds		No	No	No	No	Yes	No	Yes	No	No	No	No
Banking	Select Customer:Project from Bank Feeds		No	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Banking	Upload Receipts or Bills using mobile device (or upload file in browser) to create an expense /payable workflow		No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes,	Yes
Banking	QB Bill Payments Addon (first 5 free, then $15m or $90/m)		No	No	Yes	Yes	Yes	Yes	Yes (but a different price)	No	No	No	No
Contractors / Projects / Job Costing	Certified Payroll Reports		No	No	No	No	No	No	Yes	Yes	Yes	Yes	Yes
Contractors / Projects / Job Costing	Change Order tracking on Estimates		No	No	No	No	No	No	Yes	Yes	No	Yes	Yes
Contractors / Projects / Job Costing	Project Phase Tracking (Formerly known as Milestones)		No	No	No	No	No	No	Yes	No	No	No	No
Contractors / Projects / Job Costing	Cost Groups (Item grouping in estimates/budgets)		No	No	No	No	No	No	Yes	No	No	No	No
Contractors / Projects / Job Costing	AIA Style Invoicing (BETA)		No	No	No	No	No	No	Yes	No	No	No	No
Contractors / Projects / Job Costing	Proposals with Embeded Estimates		No	No	No	No	No	No	Yes	No	No	No	No
Contractors / Projects / Job Costing	AI for Cost Allocation & Budget Insights		No	No	No	No	No	No	Yes	No	No	No	No
Contractors / Projects / Job Costing	Detailed Budget per Project (instead of Project Estimate)		No	No	No	No	No	No	Yes	No	No	No	No
Contractors / Projects / Job Costing	WIP Dashboard Widget		No	No	No	No	No	No	Yes	No	No	No	No
Contractors / Projects / Job Costing	Change Order tracking from Estimates with approval workflow		No	No	No	No	No	No	Yes	No	No	No	No
Contractors / Projects / Job Costing	Original and Modified Value Tracking (with Negative Change Orders)		No	No	No	No	No	No	Yes	No	No	No	No
Contractors / Projects / Job Costing	Cost to Complete Tracking (with Manual Progress % Tracking) and Reporting		No	No	No	No	No	Yes	Yes	Yes	No	No	Yes
Contractors / Projects / Job Costing	Estimates vs. Actual Reports (Tracking Estimated Costs per job/project)		No	No	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes
Contractors / Projects / Job Costing	Job Profitability Detail		No	No	No	No	No	No	Yes	Yes	Yes	Yes	Yes
Contractors / Projects / Job Costing	Job Cost Tracking		No	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Contractors / Projects / Job Costing	Job/Project Status Report		No	No	No	No	Yes	No	Yes	Yes	Yes	Yes	Yes
Contractors / Projects / Job Costing	Job Type Tracking		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
Contractors / Projects / Job Costing	Job Profitability Summary		No	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Contractors / Projects / Job Costing	Special Construction Industry specific reports		No	No	No	No	No	No	Yes	Yes	No	Yes	Yes
Contractors / Projects / Job Costing	Work in Process Report		No	No	No	No	No	Yes	Yes	Yes	No	No	No
Contractors / Projects / Job Costing	Progress Invoicing		No	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Contractors / Projects / Job Costing	Special Construction Industry KPI/Dashboard: Project Progress, Project Expenses, Estimates vs Actual Income, Estimates vs Actual Cost, Actual Income vs. Cost, Unbilled Time and Expenses		No	No	No	No	No	No	Yes	No	No	No	No
Contractors / Projects / Job Costing	Company Goal Setting for a time period: Total Income, Total Expense, Net Profit Margin, and Gross Profit Margin. And Project Gross Margin Goal Setting		No	No	No	No	No	No	Yes	No	No	No	No
Contractors / Projects / Job Costing	AI Generated Forcasting		No	No	No	No	No	No	Yes	No	No	No	No
Contractors / Projects / Job Costing	Reminders/Notifications for Projects in Workflows: Reminder on project expenses when go higher than costs, Reminder on any project updates, Reminder profitability when it is less than what you estimated, and Notify project progress percentage for invoicing		No	No	No	No	No	No	Yes	No	No	No	No
Contractors / Projects / Job Costing	Approval Workflows on Budget Creation		No	No	No	No	No	No	Yes	No	No	No	No
Contractors / Projects / Job Costing	Comited Costs Report		No	No	No	No	No	No	Yes	Yes	No	No	No
Contractors / Projects / Job Costing	Manage Tasks inside Projects		No	No	No	No	No	No	Yes	No	No	No	No
Contractors / Projects / Job Costing	Manage Milestones inside Projects (and group items by Milestone for a Cost by Milestone Report)		No	No	No	No	No	No	Yes	No	No	No	No
Contractors / Projects / Job Costing	Custom Fields on Projects		No	No	No	No	No	Yes	Yes	No	No	No	No
Contractors / Projects / Job Costing	Default Dimensions on Projects		No	No	No	No	No	No	Yes	No	No	No	No
Contractors / Projects / Job Costing	Entering Sales Reps or Item-level Custom Fields in Bills, Checks, or Credit Card Charges		No	No	No	No	No	No	No	Yes	No	No	No
Contractors / Projects / Job Costing	Payroll-level Job Costing		No	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Contractors / Projects / Job Costing	Timesheet-level Labor Costing to Projects with Overhead Cost-Rates		No	No	No	No	Yes	Yes	Yes	No	No	No	No
Free Trial	No Credit Card 30-day Trial		Yes, but a CC is required	No, but prorated amount	Link	Link	Link	Link	No	Link	No	No	No
General	Pre-payments on Estimates & Sales Orders / Customer Deposits (New in 2024)		No	No	No	No	No	No	No	Yes	No	No	No
General	Expense Report Tool for employees to submit reimbursable expense reports		No	No	No	No	No	Yes	Yes	No	No	No	No
General	Integration with Webgility for E-commerce WITHIN QuickBooks		No	No	No	No	No	No	No	Yes	No	No	No
General	Purchase Order and Bill approval Workflow		No	No	No	No	No	Yes	Yes	Yes	No	No	No
General	Customizable Vendor Bill Payment Stub		No	No	No	No	No	No	No	Yes	No	No	No
General	Number of total tag groups and tags		0	40/300	40/300	40/300	40/300	Unlimited	Unlimited	N/A	N/A	N/A	N/A
General	Add/Edit Multiple Customers, Vendors, or Items in batch (with excel copy/paste)		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
General	Batch Delete Bills and Checks		No	No	No	No	No	No	No	Yes	No	No	Yes
General	Batch Delete Invoices		No	No	No	No	No	Yes	Yes	Yes	No	No	Yes
General	Batch Delete Sales Orders		No	No	No	No	No	No	No	Yes	No	No	Yes
General	Add Tags or Labels to transactions to create highly customized, specialty reports		No	Yes	Yes	Yes	Yes	Yes	Yes	No	No	No	No
General	Batch Enter Invoices, Bills, Expenses, and Checks in a spreasdheet style window via Copy/Paste)		No	No	No	No	No	Yes (but Copy/paste is a little clunky)	Yes (but Copy/paste is a little clunky)	Yes	No	No	Yes
General	Batch Import Invoices, Sales Receipts Bills, Expenses, and Checks via CSV		No	No	No	No	No	Yes	Yes	No	No	No	No
General	Batch Fix unpplied customer payments and vendor payments		No	No	No	No	No	No	No	Yes	No	No	Yes
General	Batch Invoicing from grid-style creator or via CSV		No	No	No	No	No	Yes	Yes	Yes	No	Yes	Yes
General	Batch Invoicing based on Customer Type		No	No	No	No	No	No	No	Yes	No	No	No
General	Batch Invoicing from Billable items		No	No	No	No	No	No	No	Yes	No	Yes	Yes
General	Batch Reclassify the account and/or class from a transaction		No	Yes	Accountant Only	Accountant Only	Accountant Only	Yes	Yes	Yes	No	No	Yes
General	Billable Millage Tracking		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
General	Billing Rate Levels		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
General	Built-in Support for Salesforce Integration (extra addon)		No	No	No	No	No	Yes	Yes	No	No	No	No
General	Change Item Prices in Bulk		No	No	No	No	No	No	No	Yes	No	Yes	Yes
General	Client Data Review (Tools for accountant to identify and fix errors)		No	Yes	Accountant Only	Accountant Only	Accountant Only	Yes	Yes	Yes	No	No	Yes
General	Collaboration with Accountant or 3rd party		2 Accountant users	2 Accountant users	2 Accountant users	2 Accountant users	2 Accountant users	3 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"
General	Company File Overview (transaction Count and summary of transactions)		No	Yes	Accountant Only	Accountant Only	Accountant Only	Yes	Yes	No	No	No	No
General	Using Items (Products/Services) In Expense Transactions like Checks, Expenses, and Bills		No	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Condense Data / Period Copy		No	No	No	No	No	No	No	Yes	No	No	Yes
General	Connect QuickBooks with External ODBC-compliant Database		No	No	No	No	No	No	No	Yes	No	No	No
General	Ability to Backup or Duplicte Data files locally		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
General	Class Tracking		No	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Create Bills from Vendor Timesheets		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
General	Cloud-Based Document Attachment		No	Yes	Yes	Yes	Yes	Yes	Yes	No	No	No	No
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	No	No	Yes	Yes	No	No	No	No
General	Create Period Copies for audits or limited time-frame reviews		No	No	No	No	No	No	No	Yes	No	No	Yes
General	Comprehensive Training Videos Included		No	No	No	No	Yes	Yes	Yes	Yes	No	No	No
General	Fully Featured Sales Orders (and/or Convert Estimates to Sales Orders). Track Back Orders		No	No	No	No	No	No	No	Yes	No	Yes	Yes
General	Basic Sales Orders (for E-commerce sales and light backorder tracking)		No	No	No	No	Yes	Yes	Yes	Yes	No	Yes	Yes
General	Credit Limit Warnings		No	No	No	No	No	No	No	Yes	No	Yes	Yes
General	Convert Cleared Checks to Bill Payments		No	Yes	Yes	Yes	Yes	Yes	Yes	No	No	No	No
General	Track Income by CUSTOMER		Yes	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Convert Estimates to Invoices		Yes	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Convert Estimates to Purchase Orders		No	No	No	No	Yes	Yes	Yes	Yes	No	Yes	Yes
General	Create and Print Checks		No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Customer Letters Batching		No	No	No	No	No	No	No	Yes	No	Yes	Yes
General	Create Bills and Pay Bills (Manage Accounts Payables, create vendor credits)		No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Customer/Vendor Level User Permissions		No	No	No	No	No	No	No	Yes	No	No	No
General	Default Classes based on Payee or Account		No	No	No	No	No	No	No	Yes	No	No	No
General	Create Estimates, Sales Receipts, Invoices (Accounts Receivables), and Customer Payments		No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Create Expense Transactions (separate transaction type from Check)		No	Yes	Yes	Yes	Yes	Yes	Yes	No	No	No	No
General	Create Finance Charges on Overdue Invoices		No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Disallow Sales to Overdue Customers		No	No	No	No	No	No	No	Yes	No	No	No
General	Customer Hub (Appointment Scheduling and Requesting Customers for Feedback/Reviews)		No	No	No	Yes	Yes	Yes	Yes	No	No	No	No
General	Time Tracking (Time Sheets)		No	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Create Recurring / Memorized Transactions		No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Contract Upload and E-Signature		No	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Basic Lead Tracker		No	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Recurring Invoices (with Payment)		No	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Disallow user from entering beginning balances on new Cusomers, Vendors, Items, or Accounts		No	No	No	No	No	No	No	Yes	No	No	No
General	Early Pay Discount Tracking		No	No	No	No	No	No	No	Yes	No	Yes	Yes
General	Enhanced User Permissions and Roles		No	No	No	No	No	No	No	Yes	No	No	No
General	Fixed Asset List and Asset Manager		No	No	No	No	No	Yes + Automated Depreciation	Yes + Automated Depreciation	Yes	Yes	Yes	Yes
General	Customizable Columns in Check Register		No	Yes	Yes	Yes	Yes	Yes	Yes	No	No	No	No
General	Default Classes based on Item		No	No	No	No	Yes	Yes	Yes	Yes	No	No	No
General	Granular Multi-User Support		No	No	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes
General	Delayed Charges and Credits		No	No	No	Yes	Yes	Yes	Yes	No	No	No	No
General	Granular User Access Controls and Permissions (115 acces points)		No	No	No	No	No	No	No	Yes	No	No	No
General	Import/Export IIF Files		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
General	Keyboard Shortcuts for 90% of functions		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
General	Easy API/SDK app integration		No	Yes (very limited)	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Easy Collaboration with External Accountant without transfering files or accesing remote desktop		No	Yes	Yes	Yes	Yes	Yes	Yes	No	No	No	No
General	Easy Expense recategorization		Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	No	Yes
General	Easy to read/customize Audit Trail		Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	No	No	No
General	Local Storage Document Attachment		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
General	Max Number of Accounts (Chart of Accounts)		250	250	250	250	250	Unlimited	Unlimited	10,000	10,000	10,000	10,000
General	Max Number of Classes		0	0	0	0	40	Unlimited	Unlimited	10,000	10,000	10,000	10,000
General	Max Number of Customers/Vendors/Employees Combined		Customers Only	Vendors/Employees Only	Unlimited	Unlimited	Unlimited	Unlimited	Unlimited	100,000	10,000	10,000	10,000
General	Group Items ("Bundles" In QB Online)		No	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Max Number of Items		Unlimited	No Items	Unlimited	Unlimited	Unlimited	Unlimited	Unlimited	100,000	14,500	14,500	14,500
General	Inventory Items		No	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Invoice Communications Portal with Customers		No	No	Yes	Yes	Yes	Yes	Yes	No	No	No	No
General	Invoice Status Tracker		No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Max Number of Locations		No	0	0	0	40	Unlimited	Unlimited	0	0	0	0
General	Multi-user restrictions for Administrative Functions		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
General	Location Tracking		No	No	No	No	Yes	Yes	Yes	No	No	No	No
General	Manage "Projects"		No	No	No	No	Yes	Yes	Yes	Yes (it's called "Jobs")	Yes (it's called "Jobs")	Yes (it's called "Jobs")	Yes (it's called "Jobs")
General	Multi-user restrictions for some functions		No	No	No	No	No	No	No	Yes (but less than Pro/Premier)	Yes	Yes	Yes
General	Multiple Companies with one purchase/subscription		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
General	Multiple Industry Sample Files		No	No	No	No	No	No	No	Yes	No	Yes	Yes
General	Number of Companies open simultaneously* QuickBooks Online /EIS requires separate monthly subscriptions for each		No	Unlimited	Unlimited	Unlimited	Unlimited	Unlimited	Unlimited	2	1	1	2
General	Number of company files that can be created/managed with a single monthly/annual subscription		No	1	1	1	1	1	1	Unlimited	Unlimited	Unlimited	Unlimited
General	Mileage Tracker in Software		No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	App-based Mileage Tracking		No	No	Yes	Yes	Yes	Yes	Yes	No	No	No	No
General	Multi-currency		No	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Multi-language Invoice Support (translates some elements of the invoice)		No	No	Yes	Yes	Yes	Yes	Yes	No	No	No	No
General	Multi-monitor Support		No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Number of Users (Multi-User Support)		No	1	1	3	5	25	25	30	3	5	5
General	Online backup/restore for QB Online Advanced		No	No	No	No	No	Yes	Yes	No	No	No	No
General	Multiple A/R and/or A/P lines in a transaction		No	Yes (but no A/R or A/P is meant to be used)	Yes	Yes	Yes	Yes	Yes	No	No	No	No
General	Optimal for large data files with high volume and long list sizes		No	No	No	No	No	Yes	Yes	Yes	No	No	No
General	Other Charges and Payment Items		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
General	Non-inventory and Service Items		No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Payroll Addon (Pricing varies based on number of employees)		No	Basic Payroll for $45/m extra + $6 per employee	Basic Payroll for $45/m extra + $6 per employee	Basic Payroll for $45/m extra + $6 per employee	Basic Payroll for $45/m extra + $6 per employee	Basic Payroll for $45/m extra + $6 per employee	Different Packaged Pricing	Enhanced Payroll Included	Enhanced Payroll for 50/m extra + $6 per employee/month	Enhanced Payroll for 50/m extra + $6 per employee/month	Enhanced Payroll for 50/m extra + $6 per employee/month
General	Payroll Features		No	Basic	Basic	Basic	Enhanced	Enhanced	Enhanced	Highly Detailed	Highly Detailed	Highly Detailed	Highly Detailed
General	Set Customer Credit Limits and warn when credit limit is reached		No	No	No	No	No	No	No	Yes	No	Yes	Yes
General	Statement and Finance Charges		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
General	Statement Automation (automatically create statements at the end of the period)		No	No	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes
General	Traditional QuickBooks Desktop Homescreen, Workflows, and Interface		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
General	Tsheets Elite with Job Costing Support Included		No	No	No	No	No	No	No	No	No	No	No
General	Works without Internet connection		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
General	Print 1099-NEC forms (E-file would be an extra fee)		No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Print Bills		Yes	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes	Yes	Yes
General	Reclassify Expense Transactions in Batch		No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	No	No	Yes
General	Search in the Chart of Accounts		No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Send Invoice Reminders in Batch		No	No	Yes	Yes	Yes	Yes	Yes	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	No	No	Yes	Yes	No	No	No	No
General	Smartphone App (limited Functionality)		No	Yes	Yes	Yes	Yes	Yes	Yes	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	No	No	Yes	Yes	No	No	No	No
General	Unlimited Transactions/Data		No	Yes	Yes	Yes	Yes	Yes	Yes	No	No	No	No
General	US-based free tech support with active monthly/annual subscription		No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Use "Tags" in Invoices, Sales Receipts, Bills, Checks, and Expenses to create special reports		No	Yes (Expenses, Checks, and Deposits only)	Yes	Yes	Yes	Yes	Yes	No	No	No	No
General	Automatic Invoicing of unbilled activities		No	No	No	Yes	Yes	Yes	Yes	No	No	No	No
Intercompany	Intercompany Journal Entries		No	No	No	No	No	No	Yes	No	No	No	No
Intercompany	Manual Intercompany Eliminations Module for Consolidated Reporting		No	No	No	No	No	No	Yes	No	No	No	No
Intercompany	Automatic Eliminations of Interacompany Sales/Expenses based on customer or vendor for Consolidated Reporting		No	No	No	No	No	No	No	No	No	No	No
Intercompany	Automatic Eliminations of Due To/From Accounts		No	No	No	No	No	No	Yes	No	No	No	No
Intercompany	User Management/Permissions shared accross multiple entities		No	No	No	No	No	No	Yes	No	No	No	No
Intercompany	Report Combinations in Excel Via Spreadshet Sync		No	No	No	No	No	Yes	Yes	No	No	No	No
Intercompany	Unified Chart of Accounts for Consolidations (similar to Qvinci)		No	No	No	No	No	No	No	No	No	No	No
Intercompany	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	No	No	No	Yes	No	No	No
Intercompany	Intercompany Expense Allocation (and automatic % calculation based on last month or last years sales/expenses)		No	No	No	No	No	No	Yes	No	No	No	No
Inventory	Allocated Landed Cost to Inventory Items from bills that contain freight, customs, insurance, etc		No	No	No	No	No	No	No	Yes	No	No	No
Inventory	Alternative Vendors (4, in addition to Preferred Vendors)		No	No	No	No	No	No	No	Yes	No	No	No
Inventory	Assembly Shortage Reports		No	No	No	No	No	No	No	Yes	No	No	No
Inventory	Auto Markup/Margin adjusting sales price		No	No	No	No	No	No	No	Yes	No	No	No
Inventory	Automatically Build Sub-Assemblies		No	No	No	No	No	No	No	Yes	No	No	No
Inventory	Barcode Tracking (USB Barcode Scanner)		No	No	No	No	No	No	No	Yes	No	No	Yes
Inventory	Choose what "cost" to use on inventory assemblies (based on BOM vs. your own cost)		No	No	No	No	No	No	No	Yes	No	No	No
Inventory	Current Availability (QTY on Hand vs. QTY on Sales Order / Pending Build)		No	No	No	No	No	No	No	Yes	No	Yes	Yes
Inventory	Delivery Date Tracking on Transactions		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
Inventory	Disallow Negative Inventory		No	No	No	No	No	No	No	Yes	No	No	No
Inventory	Editable Bill of Materials while creating a Build Assembly		No	No	No	No	No	No	No	Yes	No	No	No
Inventory	Separate Item Receipt from Bill workflow		No	No	No	No	Yes	Yes	Yes	Yes	No	No	No
Inventory	FIFO Valuation of Inventory		No	No	No	No	Yes	Yes	Yes	Yes	No	No	No
Inventory	Enhanced Sales Order Fulfilment with Pick/Pack/Ship Status		No	No	No	No	No	No	No	Yes	No	No	No
Inventory	Find and Select Items in forms		No	No Items	No	No	No	Yes	Yes	Yes	No	No	No
Inventory	Inventory Assembly / Bill of Materials		No	No	No	No	No	No	No	Yes	No	Yes	Yes
Inventory	Inventory Support		No	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Inventory	Inventory Center (Central screen for all inventory-related activities)		No	No	No	No	No	No	No	Yes	No	Yes	Yes
Inventory	Inventory Value Adjustment		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
Inventory	Lot Number or Serial Tracking		No	No	No	No	No	No	No	Yes	No	No	No
Inventory	Mobile App/Barcode Support for Sales Orders Fullfillment and Purchase Orders receiving		No	No	No	No	No	No	No	Yes	No	No	No
Inventory	Mobile App/Barcode Support performing Cycle Counts / Importing Cycle Counts via CSV file		No	No	No	No	No	No	No	Yes	No	No	No
Inventory	Multiple Shipping Addresses per customer		No	No	No	No	No	No	No	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	No	No	No	Yes	Yes	Yes	Yes
Inventory	Multiple Site Location & Bin Inventory Tracking		No	No	No	No	No	No	No	Yes	No	No	No
Inventory	Partial Receive PO's and Vendor Backorders		No	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Inventory	Multiple Units of Measure		No	No	No	No	No	No	No	Yes	No	Yes	Yes
Inventory	Pictures on Inventory Items for reference (but Not includable within Invoices)		No	No	No	No	Yes	Yes	Yes	Yes	No	No	No
Inventory	Perform Inventory cycle counts in excel and import them into QuickBooks Enterprise		No	No	No	No	No	No	No	Yes	No	No	No
Inventory	Price Levels Based on Percentage from Sales Price (price rules)		No	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Inventory	Price Levels Based on specific pricing tables (Price Rules)		No	No	No	No	Yes	Yes	Yes	Yes	No	Yes	Yes
Inventory	Purchase Orders		No	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Inventory	Quick PO creation based on Reorder points and preferred vendors		No	No	No	No	Yes	Yes	Yes	Yes	No	No	No
Inventory	Price Levels Based on cost		No	No	No	No	No	No	No	Yes	No	Yes	Yes
Inventory	Reorder Points Mininum		No	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Inventory	Reorder Points Maximum		No	No	No	No	No	No	No	Yes	No	Yes	Yes
Inventory	Sales Order Fulfillment Worksheet and Batch Picklist Print		No	No	No	No	No	No	No	Yes	No	Yes	Yes
Inventory	Sales Orders dropship to PO workflow		No	No	No	No	No	No	No	Yes	No	Yes	Yes
Inventory	Set Reorder Points in Batch (by Site Location)		No	No	No	No	No	No	No	Yes	No	No	No
Inventory	Show MPN in item dropdown list inside transaction forms		No	No	No	No	No	No	No	Yes	No	No	No
Inventory	Transfer Inventory across multiple Site Locations		No	No	No	No	No	No	No	Yes	No	No	No
Inventory	UPS/USPS/FEDEX Integration (Print Shipping Labels)		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
Inventory	Where Used, Batch Component replacedment accross multiple BOM's		No	No	No	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	No	Yes	Yes (limited)	Yes (Limited)	Yes (Limited)	Yes (Limited)	Yes	No	No	No
Inventory	Default Sales and Purchase Bin Location by Site (item level)		No	No	No	No	No	No	No	Yes	No	No	No
Inventory	Expiration Dates for Lot numbers (ability to track an expiration date for every lot number)		No	No	No	No	No	No	No	Yes	No	No	No
Inventory	Inventory Turnover Reports		No	No	No	No	No	No	No	Yes	No	No	No
Payments	Payment Link: Ability to send customers a payment request (via QB Payments Merchant Services) without using an invoice		No	No	Yes	Yes	Yes	Yes	Yes	Yes	No	No	Yes
Payroll	Keep Track of Accrued Sick and Vacation Pay Accuratelly		No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Reporting	Dimensional Reporting (or 4-20 "Additional Classes") and COPY DOWN function on Classes/Dimensions to pre-fill accross multiple lines	Very High	No	No	No	No	No	No	Yes	No	No	No	No
Reporting	Special Project Reports: Unpaid Bills by Project & Vendor Report	Medium	No	No	No	No	No	No	Yes	No	No	No	No
Reporting	Granular permissions for specific reports	High	No	No	No	No	No	No	Yes	No	No	No	No
Reporting	3-Way Forcasting (P&L, Balance Sheet, and Statement of Cashflows)	High	No	No	No	No	No	No	Yes	No	No	No	No
Reporting	AI-powered Cash flow forcasting	Medium	No	No	No	No	No	No	Yes	No	No	No	No
Reporting	Granular permissions for report categories		No	No	No	No	No	Yes	Yes	Yes	No	No	No
Reporting	Invoice Profitability Reports (Summary & Detail)		No	No	No	No	No	No	No	Yes	No	No	No
Reporting	Include PO Number in Customer Statements		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
Reporting	Profit & Loss by Customer / Sales by Customer Repots		Yes	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Reporting	Balance Sheet by Class		No	No	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	No	No	No	Yes	Yes	Yes	Yes
Reporting	Comprative Financial Statements (compared to previous period and/or previous year)		No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Reporting	Balance Sheet by Location		No	No	No	No	Yes	Yes	Yes	No	No	No	No
Reporting	Budget Support		No	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Reporting	Built-in Advanced Reporting with Pivot Table capabilities		No	No	No	No	No	Yes	Yes	Yes (but not easy to use)	No	No	No
Reporting	Canned/Standard Reports		5	50	70	80	100	90	90	150	100	115	115
Reporting	Cashflow Projections & Forcasting		No	No	No	No	No	No	No	Yes	No	Yes	Yes
Reporting	Collapse Customer:Jobs and Classes with Subclasses in the columns of reports		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
Reporting	Combine / Consolitade Multiple Company Files into one Financial Report		No	No	No	No	No	No	Yes	Yes	No	No	No
Reporting	Commented Reports		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
Reporting	Create Multiple Budgets		No	No	No	No	Yes	Yes	Yes	No	No	No	No
Reporting	Custom Dashboards and Custom Charts with top KPI's by Item, Account, Class, Locations, Customer, etc.		No	No	No	No	No	Yes	Yes	No	No	No	No
Reporting	Expanded KPI Library		No	No	No	No	No	No	Yes	No	No	No	No
Reporting	Custom Detail Reports		No	No	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes
Reporting	Custom fields on Item Lists		No	No	No	No	No	No	No	15	7	7	7
Reporting	Custom List Report		No	No	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes
Reporting	Custom Summary Reports		No	No	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes
Reporting	Customer Types and customizable reports by these dimensions (except P&L)		No	No	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes
Reporting	Customizable Charts for key data (such as sales by Customer. Class. Location, Account, etc..)		No	No	No	No	No	Yes	Yes	No	No	No	No
Reporting	Vendor Types and customizable reports by these dimensions		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
Reporting	Customizable Excel Report Formatting		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
Reporting	Export Report to Google Sheets		No	No	No	No	No	Yes	Yes	No	Yes	Yes	Yes
Reporting	Filters on Custom Reports		No	No	No	No	No	Yes	Yes	Yes	Yes	Yes	Yes
Reporting	Financial Statement Forecast		No	No	No	No	No	Yes	No	Yes	No	Yes	Yes
Reporting	Customizable reports using filters such as accounts, payee, transaction type, etc.		No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Reporting	Management Reports		No	No	Yes	Yes	Yes	Yes	Yes	No	No	No	No
Reporting	Number of Custom Fields on Form header		No	No	0	4	4	12	12	10	5	5	5
Reporting	Number of Custom Fields on Form's transaction lines		No	No	No	No	No	No	No	15	7	7	7
Reporting	QuickBooks Business Planner (Business Plan Maker)		No	No	No	No	No	No	No	Yes	No	No	No
Reporting	Reports Only Users		No	No	No	No	Yes	Yes	Yes	Yes	No	No	No
Reporting	Save Memorized/Customized Reports		No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Reporting	Scheduled Reporting		No	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Reporting	Scheduled Reporting (while offline)		No	No	No	Yes	Yes	Yes	Yes	No	No	No	No
Reporting	Show Account or Item Descriptions on Reports		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
Reporting	Group Customers by Customer Type (For reporting)		No	No	No	No	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		No	No	Yes	Yes	Yes	Yes	Yes	Yes	No	No	Yes
Sales Forms	Automatic Invoice or Sales Receipt e-mail		No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Sales Forms	Basic Form Customization		No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Sales Forms	Calculate ITEM Subtotal Columns in Transactions		No	No	No	No	No	No	No	Yes	No	No	No
Sales Forms	Copy/Paste Line Items within forms		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
Sales Forms	Customizable Formatting on Forms		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
Sales Forms	Drop Down Custom Fields		No	No	No	No	No	Yes	Yes	Yes	No	No	No
Sales Forms	Mark Invoices or Credit Memos as Pending		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
Sales Forms	Multiple Sales Tax in transactions and Sales Tax grouping Reports		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
Sales Forms	Invoices with QB Payments (Merchant Service)		Yes	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Sales Forms	Sales Tax Support		Yes	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Sales Forms	On-click e-mailing forms (estimates, sales receipts, purchase orders, and invoices)		Yes (Estimates/Invoices Only)	No	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	Yes, Manual Ordering	Yes, Manual Ordering	Yes, Manual Ordering	Sort any Column – Alphabetical	No	No	No
Sales Forms	Rep and Ship Via Tracking		No	No	No	No	No	Yes (with custom fields)	Yes (with custom fields)	Yes	Yes	Yes	Yes
Sales Forms	Sales Receipt and CC automation		No	No	No	Yes	Yes	Yes	Yes	No	No	No	No
Sales Forms	Show Item Cost + Markup in Estimates		No	No	No	No	No	No	No	Yes	Yes	Yes	Yes
Sales Forms	Show Item Cost in Invoices		No	No	No	No	No	No	No	Yes	No	No	No
Sales Forms	Subtotal Rows in Transactions		No	No	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes

Hector Garcia

Use our link to get 30% off for a year, valid through 07/31/2022

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