QUICKBOOKS group purchase

如何选择QUICKBOOKS网络版

不同QuickBooks网络版类型决定了有多少个用户可以同时在线使用。用户类型和可拥有的用户数

量取决于QuickBooks Online计划。

    • EasyStart版本: 只有一个用户但是可以授权另外两个会计师参与使用
    • Essentials版本: 可以用3个用户并可以授权另外两个会计师事务所参与使用
    • Plus版本: 可以用5个用户并可以授权另外 两个会计师事务所参与使用

 

EasyStart

Statistics of income and expenses

Know where the money went?

- Automatically import bank statements and credit card statements

- Imported entries are automatically sorted and sales tax categories are added

- Immediately display company operating analysis on the desktop

Statistical income and sales taxes

Revenue is always calculated correctly regardless of whether payment is received from customers

- Can be linked to e-commerce channels to automatically calculate income

- Automatically link to some payment channels to automatically calculate customer payments

- Automatically calculate sales tax on income and expenses and provide timely information

Gather and organize receipts

Paperless collection and organization of receipts

- Organize receipts by taking photos with your phone

- Automatically record bank receipts and payments

- All information is neatly organized in a unified file

Automatically record mileage

Accurate calculation of kilometers, no one is missing

- More accurate calculation of kilometers

- Calculate mileage using your phone

- Can manually or automatically distinguish or modify personal or company mileage

Reports

The statistical information in the report helps you make the right decision

- Generate and output income statement and balance sheet

- Generate statistical cash flow statements on your desktop

- Various report formats are easy to understand and operate

Issue invoice and collect payment

Professional invoice templates for faster payment

- Provide professional invoice format templates and add company logo

- Track customer payments and set up payment reminders after invoices are issued

- After receiving payment, automatically and accurately record the payment entry

Invoice according to project completion level

For large projects, invoices can be issued in stages, but payment is not required.

- Issue multiple invoices according to the degree of completion of the project

- Automatically issue part or all of the invoices according to the agreement

- Each invoice can clearly calculate the customer's payment

Maximize tax savings

Keep abreast of business conditions and be prepared for any issues

- Easy and simple classification of income and expenses

- Convenient to exchange information with accountants or output reports

Provide a budget

Have professional estimation reference

- Tailor-made evaluation system for your brand and business

- Quickly and conveniently sign and view estimated status via mobile phone

- After the estimate is passed, one-click-easily realize invoice conversion

Plus

Statistics of income and expenses

Know where the money went?

- Automatically import bank statements and credit card statements

- Imported entries are automatically sorted and sales tax categories are added

- Immediately display company operating analysis on the desktop

Statistical income and sales taxes

Revenue is always calculated correctly regardless of whether payment is received from customers

- Can be linked to e-commerce channels to automatically calculate income

- Automatically link to some payment channels to automatically calculate customer payments

- Automatically calculate sales tax on income and expenses and provide timely information

Gather and organize receipts

Paperless collection and organization of receipts

- Organize receipts by taking photos with your phone

- Automatically record bank receipts and payments

- All information is neatly organized in a unified file

Automatically record mileage

Accurate calculation of kilometers, no one is missing

- More accurate calculation of kilometers

- Use your mobile phone to calculate mileage

- Can manually or automatically distinguish or modify personal or company mileage

Reports

The statistical information in the report helps you make the right decision

- Generate and output income statement and balance sheet

- Generate statistical cash flow statements on your desktop

- Various report formats are easy to understand and operate

Issue invoice and collect payment

Professional invoice templates for faster payment

- Provide professional invoice format templates and add company logo

- Track customer payments and set up payment reminders after invoices are issued

- After receiving payment, automatically and accurately record the payment entry

Invoice according to project completion level

For large projects, invoices can be issued in stages, but payment is not required.

- Issue multiple invoices according to the degree of completion of the project

- Automatically issue part or all of the invoices according to the agreement

- Each invoice can clearly calculate the customer's payment

Maximize tax savings

Keep abreast of business conditions and be prepared for any issues

- Easy and simple classification of income and expenses

- Convenient to exchange information with accountants or output reports

Provide a budget

Have professional estimation reference

- Tailor-made evaluation system for your brand and business

- Quickly and conveniently sign and view estimated status via mobile phone

- After the estimate is passed, one-click-easily convert the invoice

Multiple people using at the same time

Collaboration saves time
- Invite your accountant to access your books for seamless collaboration
- Employees can also use specific features to help reduce "auto-sync" errors
- Set user access rights to share reports and data while maximizing the security of account information

Manage your bills and make payments

Don't be nervous about the various due dates
- Track bills, record payments, and set up recurring payments based on your habits
- Pay multiple suppliers and bills simultaneously
- Record check expenditures anytime, anywhere, and print them easily

Convert between different currencies

Help manage your cross-border business
- Support multi-currency accounting
- Report reading supports multi-currency conversion
- Set the corresponding currency unit for customers and invoices according to needs

Recording working time

Record employee time and paid hours
- Coordinate project working time and automatically generate invoices
- Working hours can be entered by yourself or authorized by employees
- Seamless integration with QuickBooks Tsheets to simplify time management

Calculate project profit

Master each project to make the profit statement clear
- Understand the revenue status of each project
- Fully understand the work progress: working time, unfinished tasks, and unbilled services
- Get a 360-degree view of project progress by tracking non-billable time

Calculate inventory

Ensure timely delivery of inventory
- Track products and inventory, and get timely reminders when quantities are low
- Help understand high-selling products and initiate order placement
- Amazon Shopify data can be imported synchronously

Add-ons

Salary calculation

Pay wages through direct deposit, saving unnecessary handling fees. Automatic calculation of wage tax ensures the accuracy of each employee's wages. Generate wage reports to assist financial analysis.

Advanced salary calculation

Timely automatic payroll tax accounting function has a dedicated secure online portal, allowing employees to upload and review their personal payroll information, prepare and submit various year-end payroll forms such as T4, T4A and Relevé 1s; and provide ROE records for departing employees

Differences between QUICKBOOKS online version and desktop version

QuickBooks Online

- No installation required, can be used on mobile devices: e.g., mobile phones or tablets
- Through an Internet connection
- Access from any device or multiple devices at the same time, access requires setting up a username and password
- The cost of use is the monthly fee paid on a monthly basis. The monthly fee for different versions is different
- QuickBooks does not need to be upgraded, data changes and entries are updated in real time
- No backup required

QuickBooks Desktop

- The software needs to be installed on your computer

- No internet connection required

- Only one device can be used, but multiple company files can be used

- One-time fee buyout

- Requires regular upgrades. Paid upgrades are required every three years

- Requires manual backup and protection

How to choose

When to consider Quickbooks online

It is not restricted by geographical location. As long as there is Internet, it can be used and operated through any electronic device such as mobile phone or tablet. No software upgrade is required. Accounting records can be viewed at any time in the most timely and accurate manner. It can be compatible with other software. This reduces manual input and input errors, saving time and effort.

QuickBooks Online is a good choice if:

- Businesses where people need remote access to books
- Businesses that may need multiple people to access books at the same time
- Enterprise with the extra support that comes with it, available on a monthly basis
- Businesses that adapt to cloud computing, where data is stored online and can only be accessed through an Internet connection
- Companies that want to explore automation

WHEN TO CONSIDER QUICKBOOKS DESKTOP

There are many choices of QuickBooks desktop versions according to different industries, which are more suitable for those with complex inventory tracking needs. In addition, different desktop versions also provide some supporting accounting subjects and other accounting auxiliary requirements. It can be compatible with other software. This reduces manual entry and entry errors, saving time and effort.

QuickBooks Desktop is a good choice if:

- Companies with fixed office locations
- Businesses that only a few people need to visit
- Businesses who do not want to be charged monthly fees
- Businesses that do not want their books to be accessible online
- Businesses looking to explore custom features, such as the ability to track budgets and expenses