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This is the download version of QuickBooks Premier Manufacturing & Wholesale for Windows 2014 from Intuit. It has everything in the Pro version, plus industry-specific features to help you run your business better. It offers an easy set of accounting, inventory and other time-saving features to meet the demands of today's businesses.
Easily organize your business finances all in one place, and save time on everyday tasks. Use industry-specific tools to manage inventory and costs, track customer orders, monitor pending builds and assemblies, and more. Stay on top of your cash flow and gain deeper business insights with industry-specific reports. Instantly create invoices, track payments, manage expenses, and get reliable records for tax time.
No accounting knowledge is necessary and you can quickly import your data from a spreadsheet. Step-by-step tutorials show you how to create invoices, record expenses and more. Benefit from the ability to try out sample files for your business type.
It's easy to track customers' orders and backorders, and to create sales orders and turn them into invoices or POs with one click. Do business globally in multiple currencies, and adjust price levels by item.
Manage vendors and expenses easily, and track and pay bills. Easily create and customize estimates, invoices and statements. You can even download your online banking transactions directly into QuickBooks. Track how your business is doing and get financial, tax and sales reports in one click. Get a real-time view of your business activities with Company Snapshot. Additionally, you can view income and expense trends by category.
E-mail estimates, invoices and other forms with Windows Outlook, Outlook Express and Mozilla Thunderbird, as well as web mail services such as Gmail, Yahoo Mail, and Hotmail.
Added or Improved in the 2014 Version
Better Email Capabilities
You can now add multiple attachments and customize email templates to include customer or job info. Additionally, you have the ability to see prior email conversations.
See All Your Banking Transactions
Improved bank feeds pull in all your banking transactions from multiple banks and accounts so you can view and categorize them for tax time. Download your data from participating banks until May 2017. Online services vary by participating financial institutions or other parties and may be subject to application approval, additional terms, conditions and fees.
See Who's Paid You and Who Still Owes You
The new Income Tracker shows all your income-producing transactions in one spot, including overdue invoices so you can remind customers to pay up.
Little Things to Make Business Easier
Track bounced checks, see key reports in one click, and benefit from other improvements requested by customers like you.
Features Retained from Previous Versions
Track Inventory Reorder Point by Vendor
Track inventory and set optimal inventory levels. Run a report showing items that need reordering.
Track Profitability by Product
Keep track of your biggest moneymakers so you'll know which products to promote and keep in stock, and which to drop from your line.
Easily Prioritize which Orders to Fulfill
See all open sales orders and prioritize them the way you want. Instantly see which orders can be shipped and which can't.
Create Bill of Materials
Create bill of materials to track material costs, overhead costs and labor. During manufacturing, mark assembly items as pending to see work in progress.
Track Sales by Product
See which products generate the best sales each month, quarter, year or any time period you designate.
Track Open Sales Orders by Customer
Follow open orders by customer to ensure that your most important customers get the products they need.
Buy and Sell the Same Item in Different Units
Set multiple units of measurement for each inventory item to track the amounts used and available. With a click, you can instantly convert from cases to pallets or other units you define. Correct units are printed on invoices, purchase and sales orders, pick lists and packing slips.
Adjust Price Levels by Item
Set custom prices for individual items for different customers or jobs.
Bill Clients Progressively by Job Phase
Track and bill clients by time and material, job phase or percentage of completion--whatever works best for your unique business.
Track Expenses, Print Checks and Pay Bills
Identify and track expenses - even those that haven't been categorized - and easily assign them to jobs. Easily print checks and pay bills, too
Identify Unbilled Time and Expenses in One Screen; Invoice Clients with One Click
You can decide who to bill by seeing all clients with unbilled time and expenses on a single screen. Instead of creating an invoice from scratch, simply open the Invoice for time and expenses screen and select the client and job combination. Outstanding billable time and expenses are transferred directly to an invoice.
Import Data from Excel, Quicken, Microsoft Office Accounting and Prior QuickBooks Versions
Get up and running fast by importing data from the tool you use to track your finances now. However little or much data you currently have, you won't have to start over from scratch. Transfer data from Peachtree 2009-2011; Microsoft SBA 2006; and Microsoft Office Accounting 2007-2009 using free tool available at www.quickbooks.com/support. Transfer data directly from Quicken 2012-2014, QuickBooks 4.0-2014 and Microsoft Excel 2003-2010. Import your contacts from Excel or other email address books.
Multiple-user functionality enables up to 5 users to work on a company file at the same time, increasing collaboration and productivity. It ensures that all users are working on the most up-to-date data. Requires purchase of a license for each additional user up to a maximum of 5 user licenses. All copies of QuickBooks must be the same version-year.
See Your Invoices, Billing and Other Important Tasks in a Calendar View
Quickly scan invoices, billing, past transactions and more items at a glance in the calendar. The improved "to do" list captures more relevant information and displays it all in a calendar format.
Track and Follow up on Sales Leads in the Lead Center
The lead center makes it easy to keep track of your sales leads and import existing leads into QuickBooks. When your lead becomes a customer, move the contact information into the customer center with one click.
Save Your Worksheet Formatting When You Export QuickBooks Reports to Excel
Now you can export your QuickBooks reports along with all your formatting to Excel. Just select a new time period, rerun your report and export it. Excel integration requires Microsoft Excel 2003, 2007 or 2010 (including 64-bit).
Attach and Store Documents in the Document Center
Get organized by attaching receipts, estimates and other documents to invoices and customer files. Just drag and drop - a major advantage at tax time. Local storage is now included with your QuickBooks purchase.
Send Invoices and Estimates Right from Your Business Yahoo, Gmail or Hotmail Account
Webmail integration allows you to easily e-mail right from QuickBooks. You can also e-mail using Microsoft Outlook or Outlook Express.
Track Sales, Sales Taxes and Customer Payments
Get rid of piles of paperwork. Easily enter customer payments. Since QuickBooks organizes everything in one place, you'll be able to access all past payments for each customer with just a few clicks.
Download Your Bank and Credit Transactions into QuickBooks
Save time and avoid data entry errors. Instead of typing in your bank and credit card transactions, download them securely from over 3000 participating financial institutions and easily import them into QuickBooks.
Fill Out Deposit Slips
Complete and print deposit slips, which are available separately
Stay on Top of Your Receivables with the Collections Center
Quickly identify overdue and almost-due invoices and e-mail all collection notices from your Outlook, Yahoo, Gmail or Hotmail account in a few steps.
See All Your Key Customer Information at a Glance with the Customer Snapshot
Customer Snapshot gives you a consolidated view so you can assess your customer's purchase history, average days to pay and outstanding balance at a glance, and make timely decisions on customer requests. You can also identify your top customers by revenue and payment consistency, and prioritize them accordingly
Search and Access Industry-Specific Reports
Access popular industry-specific report templates created by other QuickBooks users. Search by industry, user rating and popularity. Choose the template you like and QuickBooks will populate the report with your business data in one click.
Access Your Inventory Items All in One Place with the Inventory Center
Easily find and locate inventory tasks by accessing your inventory items and reports all in one place with QuickBooks Inventory Center. Add a notes field to each item for quick identification.
Complete Everyday Tasks Faster with Simplified Customer Forms
Invoices, estimates, sales receipts and other forms now have a simplified layout for better access to actions previously hidden or requiring several clicks to execute. The ribbon toolbar groups similar actions so you can complete your tasks faster.
Keep Customer, Vendor and Employee Contact Information at Your Fingertips
Store multiple e-mail addresses, phone numbers, website addresses and even social network profiles for quick access. Tab functionality enables you to view transactions, contacts, "to do" lists and notes on the same page.
Get Easier Access to Data and Transactions with Streamlined Navigation
Larger fonts and a refined color scheme improve readability to help you focus on the task at hand. Customizable left toolbar provides easy access to your open windows and most common tasks.
Do More with Add-On Applications
Extend the use of your QuickBooks with add-on applications and services right in QuickBooks. Additional purchase may be required. Terms and conditions apply. Apps currently only compatible with select mobile devices (see details here: http://www.workplace.intuit.com/quickbooksconnect) and require registration with corresponding online services. Mobile application works with iOS and Android OS. Mobile and online access requires product registration and an Intuit account.
Process and Select When to Run Memorized Transactions
Set up memorized transactions for recurring billing, invoices and estimates. Review and process each transaction individually and select which transactions to run now and which to run later. You can also set up bi-monthly processing.
Invoice Multiple Customers for Time and Expenses in One Batch
Invoice multiple customers for time and expenses in one convenient batch. Create a single invoice for customers who share regularly scheduled expenses and QuickBooks will process them. No additional reentry is needed.
Save Time with Batched Time Sheets for Multiple Employees or Vendors
Create and use the same time sheet for employees or vendors who worked for the same hours.
Track Your Balance Sheet by Class
Whether your company has several funds, departments or locations, you can now track the data separately within a single, easy-to-access report.
Save Time with Batch Invoicing
Automatically create a full set of invoices for customers with the same service. Just create the invoice once and select the customers you want to send it to.
Quickly Locate Any Account, Report or Invoice with QuickBooks Search
Your QuickBooks file is a repository of record for your business, but finding the exact information you need is not always easy. With QuickBooks Search, all you need to do is enter the keyword and it will pull up all the related reports, invoices, contacts and transaction details.
Make Transactions Faster with Easy Access to Your Customer/Vendor's Balance/Transaction History
See at a glance important details such as your customer's payment history, estimates and past orders with vendors right at your fingertips on the same screen, so that you can complete the transaction at one time, instead of switching back and forth between screens.
Create Professional-Looking Invoices and Forms
Stand out from the crowd with fast and easy invoice customization. Create a distinct look for your small business with professional designs, and apply it across all your invoices, statements and other forms all at once.
Create E-Mail Estimates, Invoices and Reports
Send e-mails directly from QuickBooks using MS Outlook and Outlook Express.
Manage Payroll and Track Key Tax Dates in the Payroll Center
Enhanced Payroll can be activated for additional fees. Keep track of payroll, taxes and other liabilities at a glance in the Payroll Center; a "to do" list tells you when taxes are due. See dates for payroll, taxes and other liabilities and get confirmation when payroll is rescheduled. Pay W-2 employees and file payroll taxes.
Accept Payments as an Add-On Option
Accept credit and debit card payments in QuickBooks or on a mobile device by activating the Payments option for an additional fee. Debit card transactions are processed as Signature Debit, which does not require entering a PIN code.
Get a Quick View to Key Data with the Customer, Vendor and Employee Centers
Easily see any customer's balance, transaction history and contact info in the customer center. Review your balance with any vendor and a list of POs (purchase orders), bills and payments in the vendor center. View all paychecks and contact information for any employee instantly with the employee center.
Get Insights to Make Better Decisions from the Report Center
Get insights to make better business decisions in the report center. Find just the report you need to understand how your business is doing. Easily access the reports you rely on in Favorite Reports.
For Your Accountant
Create a copy of your company file for your accountant.
Import from Prior Versions
You can import from prior versions of QuickBooks.
Set individual user permissions to control access to sensitive information.
Table of Contents
Windows Server 2003 SP2/2008/2012, Windows Small Business Server 2008, Windows Vista SP1 Starter/Home Basic/Home
Premium/Business/Enterprise/Ultimate/Home Basic x64/ Home Premium x64/Business x64/Enterprise x64/Ultimate x64, Windows 7 (any version), Windows 8 (any version)
2.0 GHz processor or greater; 2.4 GHz recommended
Minimum 1.0 GB RAM for single user; 2.0 GB RAM recommended for multiple users
Minimum 2.5 GB available disk space (additional space required for data files); 60 MB for Microsoft .NET 4.0 Runtime
Minimum 1024x768 screen resolution, 16-bit or higher color, default DPI settings
All online features/services require Internet connection
Internet Explorer 7, 8, 9, or 10 (IE 10 on Windows 8)
Microsoft Word and Excel integration requires Word and Excel 2003, 2007 or 2010 (including 64-bit)
Synchronization with Outlook requires QuickBooks Contact Sync for Outlook 2003, 2007 (32 and 64-bit) or 2010 (32-bit only) E-mail estimates, invoices and other forms with Windows Outlook, Outlook Express and Mozilla Thunderbird, as well as web mail services such as Gmail, Yahoo Mail, and Hotmail
Compatible with QuickBooks Point of Sale version 10.0 and later Transfer data from Peachtree 2009-2011, Microsoft SBA 2006, and Microsoft Office Accounting 2007-2009 using free tool available at http://quickbooks.intuit.com Transfer data directly from Quicken 2012-2014, QuickBooks 4.0-2014 version
Intuit QuickBooks Premier Manufacturing & Wholesale for Windows 2014 (Download) Review