QuickBooks Pro 2011/12 - Upgrade Version |

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Overview
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Comprehensive payroll management
All payroll information is centralised and available at your fingertips in the Payroll Centre. From here you can perform all payroll tasks, drill down to previous payroll transactions, enter time for all employees in a single window, create and schedule payments, email pay slips to your employees, store employee existing and past superfund details and even split their pays into multiple bank accounts.
The inbuilt security safeguards and information messages allow users to edit or void past payroll payments without the need to recalculate entire pay cheques while the Detailed and Streamlined Payroll Summary Reports helps make end of period reporting and analysis effortless.
QuickBooks Pro integrated payroll will save you time and money by avoiding duplicate data entry and will help you avoid hassles associated with incorrect payroll withholding.
Comprehensive employee record management
Record detailed employee information such as leave, wages, promotions and contact details using the Employee Organiser Wizard, as well as produce sophisticated summaries of your employees’ details and history. By storing your important employee information in one easy-to-access location you can better manage your employees and improve business efficiency.
Multi-User Enabled*
QuickBooks Pro increases efficiency by allowing multiple users to work on a company file at the same time. Smart security features can restrict access to confidential financial information, so you can control your data.
*One licence included, additional licences required for multi-users.
Multicurrency
With QuickBooks Pro you can record, track and account for foreign transactions regardless of the currency used. Tracking these foreign-currency transactions is as easy as selecting the foreign customer or supplier from your list; QuickBooks Pro takes care of everything else. With multicurrency, you can also set up a fixed foreign price for items, or enter prices in your home currency and then have QuickBooks Pro calculate the foreign price based on the current exchange rate. The home currency refers to the currency that is used in the country in which your business is located.
Automatically track inventory items in different units of measure
You may buy the same item in one unit of measure, stock it in another, and sell it in yet another. QuickBooks can automate the conversion from one unit of measure to another as the item moves through your business, helping you avoid costly mistakes. That means you can buy and sell products in precisely the way your suppliers and customers prefer.
Monitor and analyse key projects
Job cost tracking is an extremely important part of a business. Job costing means tracking the expenses for a job and then comparing those expenses to the job’s revenue. This shows you which jobs are making money and which are not.
Job costing can also help you estimate more accurately. Estimating may be the most important - and most difficult - part of running a business. But unless you compare your estimated costs to your actual costs after the work is complete, you have no way to know if you are estimating too high or low, and no way of improving your ability to estimate in the future. The QuickBooks job cost reports make it easy for you to compare your estimated costs to actual costs.
Monitor business performance
More than 100 reports and graphs can be generated within the Reports Centre to help you keep a close eye on your business. With just one click you can also drill down into reports to find detailed financial information. You can even convert the report into a PDF file for email, so the recipient views the report just as you see it in QuickBooks.
Manage your business more effectively QuickBooks is much more efficient than spreadsheets, word-processing or paper ledgers. Quickly and easily manage basic tasks like printing cheques, paying bills, generating reports, invoicing customers and tracking expenses. You’ll spend less time and money on bookkeeping and paperwork – and have more time to work on other important areas of your business.
Increased efficiency with advanced tools
Save your business undue costs by utilising QuickBooks email functionality. Invoices, statements, estimates, purchase orders, sales orders, sales receipts, adjustment notes, and reports can all arrive on your suppliers or customers desktop within minutes. There is no need to separately track your contact lists - you can easily synchronise your contact information with Microsoft® Outlook.
Backup your company data automatically
Reckon Tools Backup† makes it easy to backup your important company data file. Seamless integration with QuickBooks means your company data file is automatically backed up helping you to keep your business data safe and secure.
† Reckon Tools Backup is an additional product that can be purchased separately. Prices start from $29.95 per annum or included with Reckon Advantage
Superannuation compliance
QuickBooks integrates seamlessly with Reckon Tools SuperLink that links to a comprehensive list of Australia’s superannuation funds; providing you an easier way of managing your Super Choice compliance and superannuation payments.
*Reckon Tools SuperLink is an additional product that can be purchased separately. Prices start from $110 per annum for 0-5 employees.
An ‘always on’ Audit Trail
The ‘always on’ Audit Trail makes it easier for your accountant to spot possible trouble spots or mispostings in your accounts.
Work more efficiently with your accountant or bookkeeper
The Accountant’s copy of your company data file allows you to work more collaboratively with your accountant, with a dividing date that clearly delineates which periods are for your accountant to work in, and which are for you. QuickBooks also allows you to perform a bank reconciliation – even if your Accountant is working on your file.
Industry specific Chart of Accounts
QuickBooks also includes 21 industry specific Chart of Accounts, so only accounts relevant to your business are included.
QuickBooks home page
All key tasks and functions are available within a few clicks of the home page with the Customer, Supplier, Employee and Report Centres. You can also customise how information is displayed in each of these centres. Plus control access to your confidential account balances with the QuickBooks’ Hide/Show preference. Simply switch your Account Balance previews to “off” to help ensure only you have access to your business’ confidential account balances.
Customise and re-size displays and the appearance of your desktop
QuickBooks works even harder for you as you can customise and re-size displays, reports and workflows. The company desktop can also be customised by each user. You can customise colour and content, and arrange toolbars and icons to suit the way you work.
Batch printing and emailing of forms
Batch printing or emailing your business forms can increase your business efficiency – you can set a Preferred Send Method (email or print) for all forms you send to specific customers, suppliers and employees.
Work faster with QuickBooks
Quickly and easily clean up data files so you can increase transaction processing speed.
Reckon Tools
This powerful portfolio of integrated financial solutions expands the capabilities of your accounting software with online data-backup, credit card payment systems, streamlined cash flow and superannuation compliance solutions.
System Requirements
- At least 2.0 GHz Intel Pentium IV (or equivalent)
- Microsoft Windows XP users : At least 512 MB RAM for a single user and at least 1GB of RAM for multiple users
- 1 GB RAM for Microsoft Windows VistaTMand Windows 7 users
- 1 GB RAM for Windows Server 2003/2008*
- 1024 x 768 pixel screen resolution
- Windows XP/VistaTM/7 operating system
- 1 GB of disk space (additional space required for company files)
- Internet Explorer 7.0 or later required
- Microsoft .NET Framework Common Language Runtime 2.0 (provided on QuickBooks Installation CD. Requires an additional 150 MB).
- Requires 9 MB for QuickBooks Pro Timer
- At least 256-colour SVGA video
- 24 x CD-ROM
- All online features / services require Internet access with at least a 56 Kbps modem (ADSL or Cable Modem recommended)
*Windows Small Business Server 2008 requires 4GB RAM. Windows Small Business Server 2003 is not supported.
Integration Requirements
- Microsoft Word and Excel integration requires Microsoft Word and Excel 2003, 2007 or 2010. Integration limited to export only. If you want to synchronise with contact management software, you need Microsoft Outlook 2003, 2007 or 2010. Contact synchronisation with Outlook requires QuickBooks Contact Sync for Outlook.
- QuickBooks email integration requires Outlook 2003, 2007 or 2010.
- Compatible with Reckon Retail Point of Sale 2011/12 Enterprise, Professional and Lite versions.
- Business planners functionality required Adobe Acrobat Reader 5.0 or later.
Multi-User Requirements
- Multi-user mode is optimised for Microsoft Windows 2003 Server or Windows Server 2008 operating systems, and for Windows XP Pro/ VistaTM/7**.
- Terminal Services are supported for QuickBooks 2011/12 Premier and Enterprise.
** Not all versions of Windows VistaTM/7 are supported. Support is provided for Windows VistaTM Business and Ultimate and Windows 7 Professional and Ultimate.
Documentation(s)
Comparison Chart
| Help & Support |
| Reckon Tools Backup integration |
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| EasyStep® Wizard |
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| HTML Help |
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| Weekend support available*** |
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| 12 months support, update and upgrades |
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| Find important information quicker |
| Homepage Customisation |
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| Personal Centre |
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| QuickBooks Google Desktop Search |
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| Customise and re-size displays |
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| Customise the appearance of your desktop |
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| Class Tracking |
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| Change column order |
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| Keyword Search |
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| Reminders and To Do Lists |
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| Widcard search |
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| GST and BAS Requirements |
| Cash-based accounting |
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| Accrual-based accounting |
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| Manage GST |
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| Online Lodgement |
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| Integrated Reckon GovConnect BAS Lodgement |
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| Tax Items are linked to Tax Codes |
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| Powerful Reporting capability |
| Multi-company reporting |
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| Statement of Cash Flow |
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| Always On' Audit Company File |
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| Advanced reporting tools |
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| Industry specific versions |
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| Reports Centre |
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| Company Snapshot |
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| Contractor Reports Forms |
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| Managing stock |
| Track and manage inventory |
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| Units of Measure Sets |
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| Sales order / back order tracking |
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| Track Stock Assembly (finished goods) |
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| Online Access |
| Online Accounting |
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| Access data file online 24/7 |
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| Worldwide data file access |
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| Transation Processing |
| Unlimited transactions |
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| Multiple estimates |
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| Track Change Orders |
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| Email Purchase Orders |
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| Email Remittance Advices |
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| Email Invoices |
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| Multi-currency accounting |
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| Customise price levels |
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| Progress Invoicing |
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| Estimates, quotes and job costing |
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| Time Billing |
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| Variable service billing rates |
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| Getting paid quicker |
| Prepare invoices |
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| Time Tracking on jobs |
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| More flexible printing of customer statements |
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| Professional presentation |
| Spell Checker |
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| Customised forms, invoices |
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| Customisable, exportable Report Templates |
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| More Form printing options |
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| Paid Stamp on Invoices |  |  |  |  |
| Easier banking |
| Pay bills and track expenses |
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| Import bank statements |
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| Easily reconcile |
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| Split Payments |
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| Online banking |
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| Process credit card payments***** |
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| Managing my data |
| Integrated online backup**** |
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| Industry specific Chart of Accounts |
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| Vehicle Mileage Tracker |
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| Improved ways to work with your accountant |
| Portable company file |
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| Dividing date functionality |
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| Improved warnings for cancelling the Accountant's copy |
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| Accept/reject Accountant changes |
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| Accountant copy notes and instructions |
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| QuickBooks integrated services |
| Reckon Tools SuperLink |
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| Reckon Tools Backup |
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| Reckon Tools Credit Card Payments |
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| Microsoft Office integration |
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| Microsoft Outlook integration |
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| Accountants Data Transfer Tool integration |
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| Easier to manage my payroll |
| Reportable Employer Super Contributions |
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| Employee Organiser |
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| Integrated Payroll Module Manager |
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| Payroll Setup Wizard |
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| Edit or void past payroll payments |
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| Enter Payroll Information window |
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| Email payslips and payment summaries |
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| Enhanced superannuation module |
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| Super Threshold Tracking |
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| Customise Pay Slip |
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| Payslip layouts |
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| Process Advance Pays |
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| CDEP functionality to meet obligations |
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| Centrelink Reporting |
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| Help comply with Governement Paid Parental leave scheme |
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| Efficiency for growing businesses |
| Multi-user enabled |
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Yes (from 1 to 5) |
Yes (up to 5) |
Yes (up to 30) |
| Multiple licences included |
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5tt |
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| Enhanced multi-user security |
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| Integrate with other applications |
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| Multi-site enabled |
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| Extended lists |
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| See how well I'm running my business |
| Advanced forecasting |
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| Easier budgeting |
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| Business Planner |
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| Retail Solutions |
| User and role based security features |
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| Enhanced Customer loyalty programs |
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| Back office management |
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| Touch screen enabled |
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| Label printing software |
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| Enter Payroll Information window |
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| Inventory (Stock) management |
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| Designed for fast paced retailers |
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| Transactions on hold |
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| Integrated EFTPOS |
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| Layby |
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| Wildcard search |
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| Transaction history for printing receipts |
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| Training mode |
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| Currency conversion |
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| Kitchen printing/Table tracking |
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| Multiple barcodes |
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| Layered touch screen |
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| Wildcard search |
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| Promotions |
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| Graphical Table Manager |
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| Appointment Managerr |
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| Enhanced Cash Out Facilityr |
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| Powerful Reporting for Retail |
| Powered by Microsoft SQL Database |
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| Customised SQL reporting tool†††|
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| Manage your personal finances |
| Savings Planner |
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| Reward Card Tracker |
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| Monitor your total net worth |
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| Download your bank statements* |
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| Write or print cheques |
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| Plan for retirement, study or a new home |
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| Scheduled bills and income |
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| Attach images to Accounts or Transactions |
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| Reports & graphs show where your money goes |
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| In-product calendar |
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| Handles multiple currencies |
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| Express Setup |
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| Links to online resources* |
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| Backing up to CD |
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| Scanner Integration |
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| Find ways to reduce debt |
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| Cash Flow Details |
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| Submit feedback directly to Reckon |
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| Redesigned Account Centres |
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| Reports and graphs |
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| Alerts |
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| Reconcile liability accounts |
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| Save reports in Excel compatible format |
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| Track interest-only loans |
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| Optimise your investments |
| F11 and Full screen mode |
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| E*Trade Integration |
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| Investment Account Log |
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| See a consolidated report of investment activity |
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| Get investing insights to help improve performance* |
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| Superannuation Tracking and Summary |
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| Analyse your portfolio |
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| Employee Stock Options Tracking |
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| Share Price Download* |
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| Currency Rate Download* |
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| Account for and report on dividend imputation credits |
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| Average Annual Return tracking to see your overall performance |
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| Investing Activity Monitor |
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| US Quotes, Headlines and Indexes |
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| AU Quotes |
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| NZ Quotes & Indexes |
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| Conduct Property Investment Analysis |
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| Automatically record share details |
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| Multiple income and expense recording for investments |
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| Reporting capabilities |
| Customisable Reports |
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| Cash Flow Details |
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| Minireports |
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| Reports on spending by Payee |
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| Reports on spending by Category |
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| Current Spending vs. Average Spending (by category or payee) |
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| Income and expenses by Payee |
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| Income and Expenses Comparison by Payee |
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| Itemised Payees |
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| Save Reports to PDF |
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| Reporting capabilities |
| Customisable Reports |
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| Cash Flow Details |
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| Minireports |
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| Reports on spending by Payee |
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| Reports on spending by Category |
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| Current Spending vs. Average Spending (by category or payee) |
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| Income and expenses by Payee |
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| Income and Expenses Comparison by Payee |
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| Itemised Payees |
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| Save Reports to PDF |
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| Take the pain out of taxes |
| GST tax codes |
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| Capital Gains Estimator |
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| Taxes Centre |
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| Tax Schedule report for the Tax Pack |
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| Plan for your future |
| Tax Planner† |
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| Create household budgets and compare against actual spending |
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| Cash Flow forecast |
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| Debt Reductions Planner |
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| Budget alerts |
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| Run your business |
| Track Multiple Business Areas |
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| Account balance forecast graph |
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| Manage your personal and business finances from one program |
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| Open Split Window Automatically |
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| Bill Reminder Gadget |
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| Environment Friendly |
| Carbon Footprint |
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| Calculator |
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end faq
end faq