Quickbooks 2020 products comparison


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 graphs100+ Reports135+ Reports135+ 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) 1Up to 5 users 1Up to 5 users 1Up to 30 users 1
Multiuser tools (backup and file locking)
QuickBooks Instant Messenger
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