DETAILED PRODUCT COMPARISON – QUICKBOOKS 2020
 |  |  | |
|---|---|---|---|
| Pro | Premier | Accountant | |
| Multiple Companies |  | | |
| Multiple Users 1 (Requires the purchase of additional licenses) | | | |
| Online Application 2 |  | | |
| OS ³: Client- Win 7 (32/ 64 bit) & Win 8 (32/ 64 bit) , Win 8.1 & Win 10 , Server- Windows 2008, & 2012 / 2012 R22 | | | |
What’s new in 2020 | |||
| Automated Payment Reminders: You can schedule, review and send payment reminders to your customers for their due/overdue invoices. | | | |
| Automatically add customer PO# to Invoice emails. Add PO numbers as the first customers see in the subject of invoice email. | | | |
| Combine multiple emails: Improve customer service by combining all invoices meant for a single customer into one email just by checking a box. | | | |
| Company file search: Easily find and open your company files with the addition of a file search option on the No company open screen. | | | |
| Enhanced Accessibility: Accessibility enhancements to improve usability for vision-challenged users on the Bills, Invoice and Write Check screens. | | | |
Easily get started | |||
| “Welcome to QuickBooks!” for first time users – featuring general tips & to-do’s. | | | |
| Quickly get started with common tasks using the Quick Start Centre | | | |
| Easy Step® interview to get you up & running quicker when creating a new company | | | |
| Help and Live Community | | | |
| Quick navigation using the Shortcut bar, Icon bar and Menu bar | | | |
| QuickBooks Coach and Video Tutorials | | | |
| Create a new company file by copying preferences and lists from existing company file | | | |
| Chart of Accounts customised for your industry | | | |
Organize and complete everyday tasks | |||
| Multi-monitor Support 4 | | | |
| Past due date stamp in invoices | | | |
| Search in Chart of accountants | | | |
| Cash-accrual toggle on reports | | | |
| Search Types – Customer Type and Vendor Type | | | |
| Search as you type | | | |
| Improved Multi user mode – switch to single user mode easily. See who is logged in and give them time to save work1. | | | |
| Easier Amount search | | | |
| Show Applied Filters on Reports – quickly view all applied filters on a report | | | |
| Deleted users on Reports – Now you can see users that you have deleted on all reports by username, no longer seeing “unknown” as the user | | | |
| Scheduled Reports – QuickBooks now allows you to set up a schedule to automatically email memorized reports | | | |
| Bill Tracker – Simplify Supplier expense tracking by visualizing flow of Supplier-related transactions | | | |
| Batch Delete Transactions – Invoices / Cheques / Bills 7 | | | |
| Insights on Homepage – track your business health | | | |
| Bulk Remove – Send Forms & print Queue 7 | | | |
| Customer Lead Centre – Track leads and convert easily to a customer | | | |
| Quickly locate an account, report, or invoice with QuickBooks F3 Search | | | |
| Stay on top of your receivables with the ‘Income Tracker’ | | | |
| Add or edit multiple lists by copying from MS Excel in spreadsheet view 4 | | | |
| Setup multiple email templates. | | | |
| Email customer payment receipts | | | |
| Email memorized report groups in batch | | | |
| See all your customer information at a glance with the Customer Snapshot | | | |
| Payment Snapshot: one place to view payment flows | | | |
| Create an invoice for multiple customers in single window with batch invoicing | | | |
| Easily manage reports with new Report Centre | | | |
| Run reports and back up data while others work in the same company file | | | |
| Duplicate sales and purchase transactions and list items | | | |
| Progress invoicing and automatic recharge of expenses | | | |
| Integrate QuickBooks data with other applications | | | |
| Customisable reports and graphs | 100+ Reports | 135+ Reports | 135+ Reports |
| Alerts Menu. Stay on top of important tasks | | | |
| Short Term Cash Flow Projections | | | |
| Create a Budget | | | |
| Company Snapshot shows key performance indicators for your business | | | |
| Set billing rates by employee, customer/client, position or service | | | |
| Invoice Status Tracker Get real-time visibility of invoice statuses to expedite collections and stay on top of your cash flow. | | | |
| Transfer Credits Transfer customer credits across jobs, quickly and easily. | | | |
| Check to Bill Pay Easily keep track of what you owe suppliers, from check to bill pay | | | |
| Inactive Item and Industry Reports A filter to include/exclude inactive inventory in reports is now available for you to have an up-to-date assessment of inventory. | | | |
| Easy Upgrade Save a lot of time and effort by upgrading to the latest version with just a few clicks! | | | |
| IIF Imports With the enhanced IIF import, you are sure your imported data is accurate. | | | |
Efficiently manage stock | |||
| Track Stock, set reorder points & create Purchase Orders | | | |
| Stock Centre | | | |
| Attach documents pertaining to stock using the Doc centre. | | | |
| Create sales orders | | | |
| Manage back orders using the Sales Order fullfilment worksheet (not available if multi-currency enabled) | | | |
| Generate Sales Orders from Estimates | | | |
| Generate Purchase Orders from Estimates | | | |
| Generate Purchase Orders from Sales orders | | | |
| Easily set prices and determine discounts by customer or job (fixed %) | | | |
| Easily set prices and determine discounts by customer or job (per item) | | | |
| Build and Track Inventory Assemblies to Finished Goods | | | |
| Units of Measure – buy, sell stock in different units | | | |
| Set maximum order levels in addition to the existing minimum reorder levels. | | | |
| Store Manufacturers Part Numbers on Items | | | |
Trade in multiple currencies | |||
| Download currency exchange rates | | | |
| Support for over 140 currencies | | | |
| Exchange rate history calendar | | | |
| Create Summary Reports in Home and Foreign values | | | |
| Set multiple foreign sales prices for items | | | |
| Credit memo exhange rates automatically change to match Invoice exchange rates | | | |
| Invoice templates show home and foreign currency totals | | | |
VAT Management | |||
| South Africa VAT201 | | | |
| Report VAT liability on a Cash (payment) basis | | | |
| Report VAT liability on a Accrual (invoice) basis | | | |
| VAT Centre for easy access to common VAT tasks | | | |
| VAT Setup Wizard to change / add new VAT rates | | | |
| Access prior VAT returns once a period has been filed offline. (Online filing avail only in UK) | | | |
Accountant specific tools | |||
| Audit Trail | | | |
| Create Accountant Copy Changes (.QBY) | | | |
| QuickBooks File Manager – managing multiple data files | | | |
| Accountant Centre | | | |
| Entering Cheques in a batch | | | |
| Password Protected Closing Date | | | |
| Auto Reverse of Journal entries | | | |
| One Click Journal History | | | |
| Adjusted TB, Adjusting Journal Entries Report | | | |
| Financial Statement designer | | | |
| Toggle between different editions of QuickBooks (Pro and Premier 2017) | | | |
Optimised for multiple users and locations | |||
| Track your Balance Sheet by Class | | | |
| Open two different company files simultaneously on same machine | | | |
| Set basic permissions levels to control user access | | | |
| Multiple User Access (Purchase of additional licenses is required) 1 | Up to 5 users 1 | Up to 5 users 1 | Up to 30 users 1 |
| Multiuser tools (backup and file locking) | | | |
| QuickBooks Instant Messenger | | | |