QuickBooks Premier Professional Services Edition 2008

Answer a few basic questions, and get a customized setup you can change at any time.

Robust new Help functionality allows you to find the information you need quickly and easily.

Easily Get Started

IMPROVED! Import Data from Excel
Excel templates make it easy for you to import your existing customers, vendors, or product information into QuickBooks. You can also assign each column in your existing Excel spreadsheet to a corresponding QuickBooks column. Save these settings to use again the next time you want to pull in data. You can even preview your data before you transfer it.

Import Data from Quicken, Peachtree, and Microsoft Office Accounting
Access the Quicken conversion tool in QuickBooks to convert your data from Quicken 1998 through 2007. If you are currently running your business using Peachtree 2001-2008, Microsoft Small Business Accounting 2006, and Microsoft Office Accounting/ Office Accounting Express, you can also easily convert your data into QuickBooks 2008.

Get Set Up and Running Quickly
Answer a few basic questions, and get a customized setup you can change at any time.

NEW! Step by step coaching for new users to help you learn QuickBooks faster
Get up to speed on QuickBooks easily. The new QuickBooks Coach guides you step by step, so you can learn how to use QuickBooks features faster and explore QuickBooks as you enter your data.

Learn QuickBooks Quickly with Built-in Tutorials
Learn QuickBooks skills as you need them--in your own time, at your own pace. The built-in Learning Center offers short tutorials on basic and advanced features to help you get the most out of QuickBooks.

Upgrade your QuickBooks effortlessly
Easily transfer your existing data file into QuickBooks 2008. Your company file and preferences will transfer automatically. In just a few steps, you can start working in QuickBooks using your information, including customer lists, vendor lists, balances, and inventory lists.

Get Help When You Need It

NEW! Find Answers Fast
Robust new Help functionality allows you to find the information you need quickly and easily as you work in QuickBooks, so you can get back to business. You'll find answers to most questions in QuickBooks in-product onscreen Help. Type a question, choose from a list of topics, or search by keyword.

Enjoy Free QuickBooks support included for 30 days from registration for questions submitted online
Have a question about QuickBooks? Submit your questions online at www.quickbooks.com/contactme. We'll email or call you back usually in 30 minutes or less. No waiting on hold!

Tap into the knowledge of the QuickBooks User Community
Visit the QuickBooks User Community to connect with other QuickBooks users and experts to ask questions and share advice. Search or browse through a variety of discussion topics or post your own question.

View unbilled employee time and expenses in a single screen; transfer to an invoice in one click.

Build a professional business plan quickly by answering step-by-step questions.

Use your existing e-mail address to send invoices, statements, estimates, sales receipts, purchase orders, reports, and pay stubs from your QuickBooks to your customers, vendors, employees, and accountant.

Customized for Your Professional Service Needs

IMPROVED! View unbilled employee time and expenses in a single screen; transfer to an invoice in one click
Now you can decide who to bill by seeing all clients with unbilled time and expenses on a single screen. Instead of creating an invoice from scratch, simply open the Invoice for Time & Expenses screen and select the client and job combination. Outstanding billable time and expenses are transferred directly to an invoice.

Set billing rates by employee, customer, and service type
QuickBooks provides the flexibility of setting different billing rates by any combination of employee, customer, and service. You can set a fixed hourly rate for each employee or create custom hourly rates by service for a specific employee.

Plan for the future by creating sales/expense forecasts and a business plan
Click a button to create a forecast of income and expenses for the coming year, based on your existing QuickBooks data. Increase or decrease line items by any percentage to adjust for future changes. Build a professional business plan quickly by answering step-by-step questions. QuickBooks fills in the numbers based on your QuickBooks data. You can export the projections to Excel for further analysis or save it as a PDF file.

Create key reports, like Project Costs and Billed/Unbilled Hours by Employee and Project in two clicks
QuickBooks comes with more than 120 pre-designed, customizable business reports and a Report Navigator that makes it easy to choose the right one. Stay on top of your professional services business by creating key reports, like:

• Job Costs by Vendor and Job Summary
• Billed/Unbilled Hours by Person
• Job Costs by Vendor and Job Detail
• Billed/Unbilled Hours by Person & Project
• Job Costs by Job and Vendor Summary
• Billed/Unbilled Hours by Person & Activity
• Job Costs by Job and Vendor Detail
• Open Balances by Customer/Project
• Cost-to-Complete by Job Summary
• Billed vs. Proposal by Project
• Cost-to-Complete by Job Detail
• A/R Aging Detail by Class
• Project Cost Detail
• Project Status
• Unbilled Expenses by Project
• Project Contact List
• Expenses Not Assigned to Projects

Improved! Quickly capture billable hours online and from Outlook Calendar
Free 60 day trial! Time Tracker is the simplest way to track and record employee and contractor time in QuickBooks. Your employees can track their hours from anywhere, using a timesheet on the Web and by designating meetings, emails, and appointments in their Outlook calendar for billing! You can download an entire set of timesheets into QuickBooks with one click. Administrators can review and edit timesheets before submitting to ensure accuracy, as well as run custom reports on submitted time.

Access your company's file from remote locations
Access your financial data even when you're not in the office by using QuickBooks Remote Access powered by WebEx. All you need is an Internet-connected PC. All transmissions are protected by encryption technology used by financial institutions.

Create a professional look for your business with expertly designed templates for invoices, project proposals, and more
Create professional-looking forms by choosing from more than 100 expertly-designed forms, including invoices, estimates, and sales receipts. Or, you can create one yourself in Microsoft Word. You can also customize the templates by adding your company logo and tagline.

Save Time on Everyday Tasks

Easily track and pay bills; set due date reminders
Record bills as they arrive directly from the QuickBooks homepage. Never mistakenly miss a bill due date - QuickBooks will alert you with due date reminders. And when you are ready to pay bills, QuickBooks shows you all bills that are outstanding.

Quickly create estimates & invoices
When it's time to bill your customer, turn any estimate into an invoice with one click. Choose from dozens of pre-designed QuickBooks templates, or send the key invoice data to a customizable Microsoft Word document.

NEW! Send estimates, invoices & reports directly from QuickBooks using MS Outlook or Outlook Express
Use your existing e-mail address to send invoices, statements, estimates, sales receipts, purchase orders, reports, and pay stubs from your QuickBooks to your customers, vendors, employees, and accountant.

Download credit card and bank statements
Download cleared checks, deposits, and credit card transactions into QuickBooks to save time on data entry and reconciliation.

See contact information and complete transaction history for any customer with Customer Center.

Select any vendor to see purchase orders, bills, and payments with Vendor Center.

See contact information for any employee and a complete list of checks paid in Employee Center.

Stay Organized and on Top of Your Business

Organize data all in one place with Customer, Vendor, and Employee Centers

• Customer Center
  Follow up on past-due accounts and answer customer requests faster. See contact information and complete transaction history for any customer.
• Vendor Center
  Select any vendor to see purchase orders, bills, and payments. Check your account status to avoid incurring late charges. Initiate new payments or purchase orders with one click.
• Employee Center
  See contact information for any employee and a complete list of checks paid.

Track sales, sales taxes, and customer payments
Easily record sales and create sales receipts for your customers. Set up sales tax codes, and QuickBooks will automatically charge sales tax on all invoices, sales receipts, and other sales forms. When it's time to pay sales tax to your local sales tax board, QuickBooks will also help you figure out how much you owe.

Track employee time and expenses to bill clients
Track time by employee, service, and customer with timesheets in QuickBooks. When you select a client to bill, QuickBooks automatically reminds you of unbilled time and expenses for that client.

Easily export or enter data into TurboTax, or send to your accountant
Be ready for tax time. QuickBooks helps you assign each account in your Chart of Accounts to a specific line on tax forms, so all income and expenses are accurately categorized. Easily export your tax data into TurboTax or provide your accountant accurate data to simplify the tax process.

Efficiently Manage Employees and Contract Workers

Manage payroll and payroll taxes; offer Direct Deposit (paid subscription required)
Build a professional business plan quickly by answering step-by-step questions. QuickBooks fills in the numbers based on your QuickBooks data. You can export the projections to Excel and save it as a PDF file.

Prepare and print 1099s & 1096s for contract workers & federal filing
The QuickBooks 1099 and 1096 wizard will walk you through all the steps to create and print tax forms for you and your independent contractors.

Manage Products, Services, and Inventory

Track inventory, set reorder points, and create purchase orders
Easily track your raw materials and finished goods to avoid overbuying and backorders. Import your inventory from Excel or record directly in QuickBooks. You can even indicate re-order points for each inventory good and turn on reminders to automatically let you know when its time to reorder. Create and customize purchase orders directly from the Home Page, and automatically receive against P.O.s when recording bills.

Use your company data from your QuickBooks reports and export it to new or existing Excel spreadsheets while keeping all Excel formulas and formatting intact.

Use your company data from your QuickBooks reports and export it to new or existing Word documents.

Easily share your accounting records with your accountant.

Flexibility to Work the Way You Want

Export company data to Excel spreadsheets
Use your company data from your QuickBooks reports and export it to new or existing Excel spreadsheets while keeping all Excel formulas and formatting intact. Anytime you export updated data from QuickBooks, Excel maintains your existing formulas and updates the results automatically.

Create letters with Word using customer data
Use your company data from your QuickBooks reports and export it to new or existing Excel spreadsheets while keeping all Excel formulas and formatting intact. Anytime you export updated data from QuickBooks, Excel maintains your existing formulas and updates the results automatically.

Create and customize professional-looking forms
Create professional-looking forms by choosing from more than 100 expertly designed forms, including invoices, estimates, and sales receipts. Or create one for yourself in Microsoft Word. You can also customize the templates by adding your company logo and tag line to present your business uniquely to your customers.

IMPROVED! Allow your accountant to review data & make changes while you work.
Easily share your accounting records with your accountant. Increase your productivity by allowing your accountant to review historical data and make changes while you work. Seamlessly import your accountant's changes back into your file for improved accuracy.

Easily map and obtain directions to your saved customer, vendor and employee addresses--right from within QuickBooks!
Open up any record in the Customer, Vendor and Employee centers to access links to maps and directions to customer and vendor locations or employee addresses.

Other Tools to Meet Your Business Needs

Print checks and forms directly from QuickBooks to keep better, more accurate records while also saving time

• Accurate records: All your information will be updated and stored in QuickBooks.
• Save time: Three out of four QuickBooks customers save at least one-half the time printing checks vs. handwriting them.
• Check out our deposit slips, envelopes, tax forms, invoices, stamps, and labels - all designed to work with QuickBooks.

We guarantee your checks will work with QuickBooks and your printer, and they will be accepted by any financial institution in the United States-or we will refund or replace your order within 60 days of purchase.

Save time by accepting all major credit cards and debit cards with QuickBooks Merchant Services
Built into your QuickBooks software, QuickBooks Merchant Services is easy to set up and use. No new hardware, software, or phone lines are required. When you make a sale, the data is automatically recorded in QuickBooks. QuickBooks Merchant Services requires no additional data-entry, and you won't waste hours searching for errors. You can process sales on screens you already know and use. Reconcile quickly, without headaches. This credit card processing from QuickBooks has no teaser rates, no hidden fees, no cancellation fees, and no long-term contracts.

Keep track of your inventory and customer information while you ring up sales
QuickBooks Point of Sale software and hardware save you the time and trouble of doing it yourself, making it easier to focus on the products and services that will keep your customers coming back. Pair Point of Sale with QuickBooks financial software and you can transfer sales information to your financial software-in one click.

NEW! Quickly capture billable hours online and from Outlook Calendar
Free 60-day trial! Time Tracker is the simplest way to track and record employee and contractor time in QuickBooks. Your employees can track their hours from anywhere, using a timesheet on the Web and, now by designating meetings, emails, and appointments in their Outlook calendar for billing! You can download an entire set of timesheets into QuickBooks with one click. Administrators can review and edit timesheets before submitting to ensure accuracy, as well as run custom reports on submitted time.

Meet key business needs with third-party software found at QuickBooks Solutions Marketplace
Find industry-specific solutions that work with QuickBooks and help solve your unique business challenges including specialized inventory and order management, scheduling, document management, multiple billing rates, complex estimating, and project management.

Additional Reports

Reports in QuickBooks Premier

• Forecast Overview
  What are my company's forecasted income and expenses each month?
• Forecast vs. Actual
  What transaction changes were made on or before the last closing date?
• Closing Date Exception Report
  What changes were made after the last closing date was set to transactions dated on or before that closing date?
• Open Sales Orders by Customer
  What are the open sales orders for each customer or job?

Reports in QuickBooks Pro and QuickBooks Premier

• Inventory Stock Status by Vendor
  What is the detailed information about each inventory item, organized by vendor?
• Profit & Loss Budget Performance
  How do the actual income and expenses compare to what has been budgeted for the current month and year?
• Time by Item
  How much time has my company spent on each service we provide?
• Purchases by Item Summary
  How much has my company spent on purchased items or services?
• Profit and Loss Standard
  How much money did my company make or lose over a specific period of time?
• A/P Aging Detail
  Which bills are due and overdue?
• Statement of Cash Flows
  What was the cash inflow (from profit and additional cash received) and cash outflow (cash spent) during a specific period of time?
• Income Tax Detail
  What transactions will need to be included on my company income tax forms?