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Quickbooks
Accountant Edition 2003
Text from QuickBooks.com
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Now you can
better manage your clients' financial needs. QuickBooks Premier:
Accountant Edition 2003 is customized to help accountants get
more done, more efficiently.
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Work
more effectively with tools customized for accountants
Remote
access 1
QuickBooks Premier: Accountant Edition 2003 lets you work in your clients'
QuickBooks 2003 data files anytime, from anywhere-your office, your
home, even on the road. No commuting. No lost time. No file mixups.
You can update their files and even run reports at your remote location.
You can stop worrying about who's got the most recent file because the
file will never leave your clients' computer. Log on through our secure
Web site, and work as if you were at your client's office. No one can
access the data but you and those you authorize. QuickBooks Premier:
Accountant Edition 2003 gives you one subscription to a full year of
Remote Access at no charge ($300 value1), so you can discover its value
without spending a cent.
1
Internet access required. One 12-month subscription included at no charge,
valid for customers who purchase and install QuickBooks Premier 2003
software before 12/31/03. 12 months of service begin at the time of
installation of QuickBooks Premier software. After 12 months, Premier
user can subscribe to the service for a fee. Fees apply for additional
subscriptions. Service subject to change.
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Multiple journal entry view (New!)
Now you can view multiple journal entries while you edit them... all
in a single window. The new Journal Entry window offers a split-screen
view. Choose a 30-, 60-, 90-day or 1-year date range for viewing in
one screen. Select any entry, and it appears in the other screen for
editing. You'll save time and mouseclicks.
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Condensed
reports (New!)
Why sift through details you don't need? Now you can see just the information
you use. Eight new accountant-specific QuickBooks reports automatically
condense transaction details (payroll, liabilities, invoices, etc.)
into one-line summaries. You'll work faster and get the information
you need. New condensed reports include:
- General Ledger
- Transaction Detail
by Account
- Balance Sheet
Detail
- Profit &
Loss Detail
- Income Tax Detail
- Audit Trail
- Transaction Journal
- Journal Report
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Customized
reports for accountants (New!)
Save time with reports specifically designed to present information
the way you need to see it. An Income Tax Preparation Report gives you
the figures you need to prepare your clients' tax return. And six detail
reports now always display debit and credit columns instead of just
the amount column:
- General Ledger
- Trial Balance
- Balance Sheet
Detail
- P&L Detail
- Transaction Detail
by Account
- Transaction Journal
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Easy, one-click access to the transaction journal
(New!)
Want to quickly view the debits and credits behind a transaction? Just
click on the new icon to see the transaction journal report behind key
QuickBooks forms, including checks, bills, and invoices.
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Enhanced journal entry options
Three new automated features let you fly through your work faster and
with greater accuracy. Automatically create a reversed entry from any
original journal entry with just one click. Repeat a memo on all lines
of a journal entry by checking a box. And now QuickBooks numbers journal
entries automatically.
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Accountant Navigator
No more searching for menu commands and reports. The Accountant Navigator
gives you one-click access to the reports and menu items accountants
use most... right from your desktop.
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Quick-find journal entries (New!)
No more clicking your way through "previous" and "next"
entries to find the one you want. Now you can find the journal entries
you're looking for in one quick step. Just click the new FIND icon on
the Journal Entry screen and enter your search criteria. QuickBooks
instantly shows you all entries that match.
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More forms customization options (New!)
Now, your QuickBooks forms can make a perfect impression. Thanks to
more flexible formatting options, you can make them look and work exactly
the way you want them to. You can add and remove fields; repeat fields;
add multiple text comments; add up to 3 images anywhere you like; add
a watermark or background image; use colored lines, colored text, shaded
boxes, and more.
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More
robust integration with ProSeries® Tax Software (New!)
Streamline tax preparation by seamlessly flowing information back and
forth between QuickBooks and ProSeries Tax Software (sold separately).
QuickBooks automatically assigns tax line items to the relevant ending
balances from Income & Expense accounts, and now from Balance Sheet
accounts. You can flow the data automatically to the appropriate places
in the ProSeries return without leaving QuickBooks. Or, create a new
return and flow the information from QuickBooks without leaving the
ProSeries application. Make further changes to QuickBooks files; ProSeries
alerts you and offers to flow the changes into the return. You'll save
hours of entering the same information in two applications, and your
clients are assured of accurate returns.
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More
journal entry reports
Now you can quickly run customized journal entry reports for specific
periods of time without having to customize standard reports yourself.
Just click the QuickReports icon on the Journal Entry screen to select
the time period you want, and QuickBooks instantly displays the report
for viewing or printing.
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Work more efficiently with advanced
accounting features
Enhanced
closing procedures
Now you can keep your clients' closed periods closed. Just set a closing
date (end of period, end of fiscal year, etc.) in the file and create
a closing date-specific password. Run the Closing Date Exception Report
at any time to easily see all changes made to transactions dated prior
to the closing date.
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Standardize
and share reports
Why spend your valuable time recreating custom reports in your clients'
QuickBooks files? QuickBooks lets you export and share your favorite
custom reports via e-mail or disk! You'll save time and get your new
clients set up much faster.
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Improved
class tracking (New!)
Now you can track all of your clients' income and expense items more
precisely by class. Assign a class to each line item on invoices, purchase
orders, customer statements and other forms. Classes can now be assigned
to finance charges, discounts on payments received and made, service
charges and interest earned. Optional alerts warn your clients when
they try to record an unclassified transaction. And you can use the
new Profit & Loss Unclassified Report to quickly find entries that
are missing class assignments.
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Track sales orders and back orders (New!)
Manage your clients' inventory more efficiently and boost the accuracy
of their financial data by creating sales orders. QuickBooks automatically
compares items available in inventory with sales orders and places out-of-stock
items on back order. QuickBooks can even automatically generate purchase
orders for items on back order.
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Manage client inventory more precisely (New!)
Set up each finished good as its own inventory item and specify which
pieces of current inventory are needed to produce it. QuickBooks automatically
adjusts inventory and finished goods and tracks them separately, so
clients know exactly what's on hand and their books are accurate and
up-to-date.
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Offer your clients more value
Provide
expert analysis and suggestions
Help your clients gain insight and grow their business. QuickBooks powerful
Expert Analysis Tool 2 provides an
easy-to-understand five- to six-page customized written assessment of
how your clients are performing relative to others in their industry
and where they could make improvements. The Expert Analysis Tool draws
information from your clients' actual data and from a database containing
current information on more than 130 specific retail, service and product
industries. Your clients will see where they stand with regard to profits,
sales, borrowing, liquidity, assets and employees. The report even suggests
changes they can make to achieve better results.
2
Recommended use by 12/31/03, based on time-sensitive industry comparison.
Recommendation may not take into account all critical factors of specific
businesses.
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Help your clients create a business plan (New!)
Add value to your services by helping your clients build a business
plan. It's easy! Just answer simple, step-by-step questions, and QuickBooks
uses your clients' historical QuickBooks data to automatically project
a future balance sheet, profit and loss statement and statement of cash
flows. Detailed instructions and sample text help you finish the job.
They can use their business plan to obtain a loan, line of credit or
plan for the future.
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Share
data with over 100 business applications
Save time and reduce data entry errors for your clients and yourself.
QuickBooks can integrate and share data with over 100 business software
applications developed specifically for your clients industries, including
retail, construction, legal, nonprofit, and more. Import project management
data into QuickBooks for progress invoicing. And more. See a complete
list of supported applications.
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Build a budget automatically (New!)
Save time with faster and easier budgeting. Just click a button and
QuickBooks creates an editable budget for your clients based on their
actual QuickBooks data. A new spreadsheet format for budgeting lets
you easily apply percentage increases or decreases across a line item,
class, job or account. Generate a report to compare your clients' actual
income and expenses to their budget.
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