What is New & Improved for 2004 Solution Resources Sandy Robertson

New for 2004 Industry Specific solutions for Premier & Enterprise Manufacturing & Wholesale Distribution Edition Retail / Repair shop Edition Professional Services Edition Contractor Edition Non Profit Edition Health-Care Edition

New for 2004 (cont.) Add-on Products Premier Convertible Edition Financial Statement Reporter QuickBooks Client Manager QuickBooks Customer Manager QuickBooks Employee Organizer

New for 2004 (cont.) Point of Sale v3.0 Now sold in Basic, Pro and Multi- Store versions.

Basic, Pro, and Pro Multi-Store Editions This version of QuickBooks POS offers three levels of functionality in one software package. When upgrading, you can choose to purchase the level that meets your needs, without paying for features that you don't need. QuickBooks POS Basic Edition provides the essential features you need to order and track inventory, manage customers, ring up sales, process credit cards, and run meaningful business reports. Also included in the Basic Edition is the Physical Inventory tool, Price Manager, data security features, practice mode, POS equipment compatibility, store closing reports, and the ability to share your POS data with your QuickBooks Financial Software. The Basic edition does not include the features listed in the table to the right. QuickBooks POS Pro Edition includes all of the basic features, plus advanced features as shown in the table. QuickBooks POS Pro Multi-Store Edition includes all of the Pro features, plus the features and functionality you need to manage up to ten stores efficiently. As your business grows, you can upgrade all your workstations to a higher level of features with one phone call. All the program files are already on your computer; there is no need to reinstall. New for 2004 (cont.)

What’s New in QuickBooks 2004 Basic, Pro, Premier & Enterprise Solutions

Features & Benefits

Features & Benefits (cont.)

System Requirements

System Requirements - Minimum

System Requirements - Recommended

System Requirements - Integration

System Requirements – Multi-User

Functionality of QuickBooks 2004

Pain Points for Accountants Mailing and Saving Reports Sending forms by mail requires paper, postage, and envelopes. In addition it requires manual assembly of the envelope. It takes several days to get to the recipient, in turn could delay getting the payment that one needs or the supplies one ordered. Printing, faxing or sending reports takes time and money. In some cases long distance charges may apply. Keeping paper back-ups of reports and forms costs money and clutters office space.

Changes to reports & functionality to make life a little easier.

Keep greater control over data with user permissions and password-protected closing date Set user permissions to restrict access to your confidential and sensitive financial information. This feature is especially useful if a business has multiple users of QuickBooks, and your clients want to restrict access by user to parts of their financial data. QuickBooks allows your clients to password-protect their closing date. Your clients can easily see any changes made before the password-protected closing date in a convenient report. The report shows who (using the password) has made what changes.

New Tools that add value

Example

Pain Points for Accountants Tracking Loans The ability to track loans is currently not a feature in QuickBooks 2003 or prior. Information about the loan had to be tracked outside the product as well. The small business owner had to manually enter principal and interest. In addition other means had to be used as an amortization table I.e. spreadsheet or other software.

Pain Points for Accountants Fixed Asset Tracking There was no way to track complete information on Fixed Assets. This information had to be stored elsewhere. Other means of calculating depreciation had to be used and then manually entered into QuickBooks. Preparing information to give to you the accountant could be time- consuming. Without accurate depreciation calculations the small business owner may not be making the most of their tax deductions.

Manage fixed assets from acquisition to disposition New tools make it easy to manage fixed assets and calculate depreciation for tax purposes—right from QuickBooks. The new Fixed Asset Manager is fully integrated into QuickBooks AE Premier & Enterprise Solutions, so you can manage fixed assets, such as equipment, trucks, cash registers, and computers, from cradle to grave. With the new Fixed Asset Manager, you can enter fixed assets, calculate depreciation, record asset purchases and sales, and print reports. You can also compute depreciation for up to six asset bases, including federal, state, book, and AMT. Plus, with the new Fixed Asset Tracker, also included free in QuickBooks Pro, Premier & ES, you can track fixed assets by designating which items are assets and tracking important details such as asset name, serial number, acquisition date, and disposal date.

Additional Pain Points for Accountants Reconciliation If a reconcile was in error and one wanted to restart it, all transactions would have to be found one by one and manually cleared. This could take hours and is very tedious. Tracking down reconcile discrepancies manually was also very time consuming and tedious.

Pain Points for Accountants (cont.) Managing addresses Users would have to copy one line of an address at a time. Users would not be able to export address information with the various parts of the address fully broken up into different columns in an Excel spreadsheet.

Pain Points for Accountants(cont.) Importing from Excel Users would have to set up a spreadsheet and save it in an IIF format. This process is time consuming and usually must be done repeatedly by those unfamiliar with the process as it is tedious and complicated

Set “Per Item” price levels to match the right price to the right customer (New) More flexible price levels enable your clients to set the exact prices they want to charge each customer for each item they sell. Setting price levels per item helps them save time, reduce errors, and increase profits by recognizing loyal customers with specialized service.

Excel integration speeds importing and exporting to spreadsheets Quickly import customer lists, vendor lists, and other information from Microsoft® Excel into QuickBooks. Or, easily export QuickBooks reports to any Excel worksheet. Just assign each column in your spreadsheet to the corresponding QuickBooks “field,” such as inventory item, phone number, or price, and import your data. Preview the data before importing. Plus, save import settings to use again.

QuickBooks 2004 Pricing – Call or visit for Discounts

QuickBooks 2004 Pricing (cont.)

For additional Information please call Sandy Robertson Intuit Certified Professional Advisor Please Visit