
QuickBooks Desktop: Featuresīoth QuickBooks Online and QuickBooks Desktop applications offer a good selection of features, though QuickBooks Desktop features tend to be more comprehensive. QuickBooks Desktop is also a good fit for niche businesses such as nonprofit organizations, retailers, and general contractors looking for a more industry-specific solution.
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QuickBooks Desktop is designed for small to mid-size businesses that are looking for the reliability of a desktop software solution. Originally designed for very small businesses that desired easy online access, web based QuickBooks Online has evolved into a solid small business accounting application that is easy to use and can be quickly accessed from any location on any type of device. But aside from cloud access, there are other differences between the two applications that we’ll talk about next. While many QuickBooks Online aficionados cite anytime/anywhere access as one of the main benefits of going with QuickBooks Online, keep in mind that QuickBooks Desktop can be hosted on a virtual server if you’re looking to combine the reliability of a desktop application with easy cloud access. While both provide easy access to a variety of features and functions, only you can decide which one will work best for you. When you do, you’ll notice the difference immediately as QuickBooks Online offers a streamlined user interface, while QuickBooks Desktop relies on a flow-chart based interface. Whether you’re thinking about converting to QuickBooks Online or switching from QuickBooks Desktop to QuickBooks Online, your first step should be to take a long look at both applications. QuickBooks Online and QuickBooks Desktop are both excellent small business accounting software applications, both offering complete double-entry accounting as well as automatic processing of closing entries. Join us as we compare QuickBooks Online to its desktop counterpart in an effort to help you decide between these two popular small business accounting applications.

If the Set Up Administrator screen appears, click Cancel.From the Company menu, choose Setup Users.To enter the closing date for the previous fiscal year: If you see this message, click NO and enter the correct the transaction date. Are you sure you want to make this change?” “This transaction date is prior to the closing date for this company file. If you attempt to enter a transaction in a closed year, QuickBooks will prompt you with this message: Closing your QuickBooks file at the end of each fiscal year will prevent inadvertent changes to previous years’ data. The ‘closing date’ is the last day of your fiscal year. To protect your data by closing out QuickBooks for the year: If it does not match, or if you have any difficulty with this procedure, please call our office. After you have imported the Accountant’s Copy, run both of these reports and compare them to the printed reports we provided. In addition to the disc we send you, we will provide you with a hard copy of your Balance Sheet and Profit and Loss Statement. Follow the instructions to merge the Accountant’s data with your file.Backup your QuickBooks file before you begin.

You can then merge the new data with your file without overriding any work you have done since giving us the disc. We will make the necessary adjustments to your QuickBooks file and return your disc with the updated information. What will happen to your Accountant’s Copy disc:

Be sure to send us your password, if applicable, along with the disc.
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(You can download QuickBooks updates on the Intuit website). We support the most current releases of QuickBooks Pro for Windows. In the window that opens on your screen, look for the name of the QuickBooks version you are using, as well as the release. In order to determine which version you now have, press the Control key (Ctrl) and the (number) 1 key simultaneously. If you send us an Accountant’s Copy, your QuickBooks version must be the same as ours.
