Easy to set up and learn to use
The New User Setup includes coaching tips to help you navigate through your first tasks so you can get up and running easily. Plus, you can import your contacts from Excel or other email address books.
Organize your finances all in one place
See how your essential business tasks fit together on the QuickBooks Home page. Tasks are organized by group, like Vendors, Customers, and Banking. Workflow arrows show you how tasks relate to each other, helping you decide what to do next.
Find information quickly
Get to the features you need fast with user-friendly navigation . The customizable left tool bar provides access to your open windows and most common tasks. Invoices, Estimates, Sales Receipts, and other forms have simple layouts for easy use.
Easily create invoices and track sales & expenses
Create invoices quickly and save time tracking your sales, bills, and expenses. QuickBooks organizes everything in one place, so you can access all past invoices, payments, and bills with just a few clicks.
Get reliable records for tax time
Gain insights into your business and prepare for tax season with one-click tax reports. Drill down to see the details behind the numbers, and export your reports and all of your QuickBooks formatting to Excel.
Manage customer, vendor, and employee data
Use the Customer, Vendor, and Employee Centers to manage key data easily. The Customer Center, for example, gives you a single place to edit a customer’s billing address, company name, phone number and more, and gives you quick access to related transactions.
Get a consolidated view of your business with Company Snapshot
Stay on top of your business by customizing your Company Snapshot. See at a glance year-over-year income and expense trends, along with details, and top customers.
Go paperless with online banking
Securely download bank and credit transactions directly into QuickBooks.