QuickBooks Pro vs Premier: A Comparison

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The Motley Fool has positions in and recommends Intuit. The Motley Fool has a disclosure policy. Helping users on a more personal level is her real calling. Through her personal coaching, thousands of companies have learned to effectively navigate and customize QuickBooks for their particular use.

Erin continues to assist accounting professionals to realize the full potential of both cloud based and traditional software options. After catching the Silicon Valley startup bug, Ernest started his first venture backed business in Healthcare. Later, moving on to start a second startup, bringing him back to his FinTech roots with Veryfi, a Y Combinator backed company. She can be reached at esther e-compubooks. This article is authored by the Intuit Firm of the Future team.

For more information, visit www. After a realization that his personal life was out of balance, he developed a passion to design and implement forward-thinking solutions that would protect the balance in his practice.

This eventually evolved into an idea of creating an online patent-pending platform that will drastically reduce tax season hours. In , Ford became a full-time employee of the new venture, BaCo Tech. Frank Abagnale is one of the world’s most respected authorities on forgery, embezzlement and secure documents. For over 35 years he has worked with, advised and consulted with hundreds of financial institutions, corporations and government agencies around the world. Frank has extensive experience providing domestic and international tax consulting and compliance services to private and public entities based in the U.

Frank can be reached at or flandreneau pkftexas. Working as a financial manager for the past 20 years, Gaby Sankovich of Sankovich Solutions has gained many loyal clients who value the accuracy, insight and up-to-date knowledge she brings to financial analysis and the business planning processes. She has repeatedly led companies and organizations to new levels of profitability and effectiveness. Gagan Shah leads the Product Management team for QuickBooks Invoicing, focused on helping small businesses get paid faster while automagically handling accounting.

Gagan passionately believes that for small businesses, Invoicing represents much more than just one final payment. It is about serving their customers better at every step of the journey from following up with a lead to delivering the final project.

Over the last 16 years, Gagan has built product and teams in the Payments, Messaging, and Marketplace spaces. Gale Kirsopp is the CEO of Group, a virtual accounting firm that works exclusively with law firms.

While working at the intersection of accounting and technology, Group provides their clients outsourced accounting services using QBO and Clio at the core, as well as cloud-based solutions that are in compliance with the American Bar Association RPC Rules of Professional Conduct.

As an international speaker and trainer for both accountants and lawyers, Gale believes accurate real-time information can be a differentiator in running a successful law firm.

On the personal side, Gale is both an avid hiker and reader. Gary W. At the young age of 31, Gary left a safe, secure job to acquire a year old CPA firm in his hometown. He has led his firm through a transition from its co-founders to a second generation of leadership, and honed it from a year old traditional firm into a modern firm of the future.

Gary has a passion for CPA firm succession planning. The networking group meets to discuss hot topics and strategic planning for small firms across the United States.

Geni Whitehouse is co-founder of Solve Services. Geni divides her time between working as a winery consultant in Napa Valley and writing, speaking and tweeting about nerdy subjects. As a two-time software company executive and recent CMO of a tech startup, she has a passion for applying technology to solve business problems. Geni is also the author of How to Make a Boring Subject Interesting: 52 ways even a nerd can be heard.

Girish Shenoy is a product marketer for Freshdesk. Freshdesk makes it easier for you to provide excellent service to your customers by equipping you with the right tools for the job. Because she has a thorough understanding of the developments and shift within the real estate and property management industry, she finds solutions for the complex problems that others cannot.

She has authored a series of QuickBooks books, providing step-by-step guidance for business owners and other accountants. She is dedicated to addressing the needs of accountants, helping them grow their practice and becoming trusted advisors to their small business clients.

Greg Buck has practiced in Abbotsford for the last 28 years, firstly as a sole practitioner, then joining a local firm for 8 years before returning to the current team.

Greg has practiced extensively in the areas of accounting and business advisory for privately held businesses. His practice continues to focus on providing corporate and personal income tax planning, promotion of entrepreneurial services and general finance.

He conducts his practice by building close relationships with his client to assist them in successfully running their enterprises. Since , he has been teaching QuickBooks seminars around the country for various groups, and is considered to be an expert in the program. In total, Gregg has taught over 3, seminars to more than 55, students. He is active in the Mid-Atlantic Collectors Association where he currently serves as President, and ACA International, the association of credit and collection professionals, in which he is a senior certified trainer.

Heather was named a categorical Top 10 ProAdvisor in and , and has been listed as a Top ProAdvisor for the past six years by Insightful Accountant. Heather was recently named a Top ProAdvisor for Find Heather on Twitter hsatterley. Hector M. He has over 10 years of experience working with small business finance and accounting, along with 3 Post-graduate degrees from Florida International University FIU in Accounting, Finance and Taxation. After starting his career with Big Four accounting firm Deloitte, he went on to become a business manager and director in the Investment Banking Division of Citigroup, where he spent 15 years.

After leaving investment banking, Howard built a successful consulting and tax practice in Frisco, Texas, focused on owners of closely held businesses. Howard spent three years living in Argentina and enjoys traveling with his wife and business partner Marianne Goodman.

Hugh has more than 20 years of marketing experience working in the consumer packaged goods, internet media, publishing and professional services industries. With more than 25 years of experience in technology and over 15 years of leadership experience in the accounting industry, Ian is passionate about helping accounting professionals be as successful as possible in order to positively impact the businesses they serve. He is currently a co-founder and the vice president of product marketing at Karbon.

Ilene Eisen heads up ie Solutions, a technology consulting firm in Monterrey, California, focused on providing accounting software solutions and information system solutions. Ingrid is an accounting nerd and founder of PriestessOfProfits. She loves taking a topic that most small business owners put on a scale from boring to terrifying and turning it into a fun and rewarding part of entrepreneurship.

Additional free educational resources for accounting professionals can be found at IngridEdstrom. Inna Korenzvit is founder and principal accountant at KORE Accounting Solutions, a future-focused management accounting firm specializing in providing legal professionals and business owners with the data and insights they need to stay compliant and run more profitable businesses.

For more information, visit the ProFile website. Ivy Zhang is a senior tax analyst on the ProFile team with Intuit Canada, and how more than 10 years’ tax experience in public accounting firms and in the industry.

She leads the ProFile’s tax analyst team. Her goal is to make sure ProFile calculates taxes correctly for all possible scenarios for everyone. Jacint Tumacder is a senior product manager at Intuit’s QuickBooks group.

He has worked on QuickBooks since day one when he joined Intuit in as a tech support rep, on the initial team that supported the very first version of QuickBooks. Her team works with executives on strategic tax planning while also consulting on industry best practices as a speaker and thought leader. He works with small business owners to help them truly understand and assist them in scaling their business. As a project manager for Boomer Consulting, Inc. Jackie supports multiple phases by providing assistance and constant communication with clients and sponsors, and by serving as an event liaison for programs and consulting engagements.

Jackie thrives at the opportunities to build new relationships. James Byrnes is a tax researcher on the Intuit team responsible for sales tax calculation and filing inside QuickBooks, a part of the Small Business and Self Employed Group. He focuses on providing the tax content that drives sales tax calculations in nearly 12, tax jurisdictions across the United States.

James is also a licensed attorney. Jamie has two school-age kiddos and one engineer husband. Jan Haugo has a virtual accounting practice that allows her the freedom to help deep dive into her clients’ companies and develop the goals and dreams on a case-by-case basis. Their mission is to empower bookkeepers to higher standards of education and certification. ICBUSA is creating an experience for the bookkeeper that will give them the confidence and standards they deserve, in a community that has been underserved for many years.

I’m a freelance writer and a Certified Public Accountant with nearly two decades experience in accounting and insurance. I write about income taxes, accounting, small business, insurance, credit, saving for college, student loans, and personal finance. I am a Certified Quickbooks Pro-Advisor since and have been a bookkeeper for over 25 years.

I have worked for mainly small business over the years. Janice Figov is a Certified Adult Educator with more than 20 years’ experience in the software and training industry.

She is passionate about training, specializing in training people in QuickBooks. Janice makes learning numbers fun. Prior to joining Intuit in September , January worked as a senior tax analyst in public accounting and in private industry specializing in international taxation.

Jasen Stine has worked in the tax and accounting profession for more than 20 years, and is currently responsible for driving Intuit ProConnect training and education strategy.

He is a thought leader on the Fourth Industrial Revolution, and recently worked on a team to implement natural language processing technology, currently patent pending, in educational programs. Jason loves to dream and play with matches. Jason loves new game-changing technology and plays rock and roll too loud. He brings clarity to creative people, and loves Jesus a lot. Duties: Business coaching and counseling, process design, innovation, creative strategy creation, change agent, leads the firm and supports the team.

Now in her 10th year of business, Jennifer found that her knowledge in evolving her practice had to be shared. Today, she is a content writer and mentor in the Intuit Mentoring Program.

Along with running an ever-growing practice, known as Moore Details Bookkeeping, she’s raising three kids with her supportive husband in Ontario, Canada. Her passion to help has provided her with opportunities to speak at events, such as the annual conference for the Institute of Professional Bookkeepers of Canada and the prestigious Intuit Thrive Conference.

Member of the Intuit Trainer Writer Network. Jeff Borschowa is an author, educator, and curator of all things related to accounting efficiency and technology. Jeff Stimpson has several decades of B2B experience in print and digital.

He currently writes about taxes for consumers and professionals on a range of business topics. Jeff is a graduate of Bowie State University, and a former Big 4 CPA who uses his compound domain expertise to bring a blend of best practices learned at Large organizations with practical application for his small business clients.

As a result of his work, he became the only student director under the Finance and Administration Division. In February , he featured in Black Enterprise Inc. The magazine recognized him for his insight on personal finance and investments.

Jeff is a frequent presenter at workshops and seminars on small business. Jen is the marketing manager at Plooto. She is a creative, data-driven leader who is passionate about helping businesses find a solution to their payment problems. She’s also a big fan of The Office. She regularly writes on topics that help entrepreneurs start, run and grow their businesses.

Jessica Daley, founder of Xcelerate, wife to Greg, Mother to four children and co-leader with her husband of an Incredible Team, finds herself transitioning between these roles all day long. She started Xcelerate in to help pay for an adoption. After the adoption was finalized, the question arose if she could run a company on top of all her other duties.

With courage and tenacity, Greg quit his stable job and took a risk to grow Xcelerate. Never looking back, Greg and Jessica now run a cloud-based accounting firm for churches. In their previous life, Greg was a pastor in Seattle, WA which now allows them to build great rapport with their client base.

Cloud-based accounting allows them to be present with their children’s busy lives, have healthy life rhythms, and “Help Families Thrive” which is Xcelerate’s vision! Greg and Jessica live in Colorado, love to travel, will read any business book they can, enjoy visiting their family on the East Coast, and can’t wait for what the next years hold for Xcelerate.

She brings a long history of user experience and engagement strategy experience, with a passion for seamless customer experiences. Jill has more than 20 years’ experience as an accountant, and has been nationally recognized as an international QuickBooks Online expert and an Intuit Firm of the Future.

She believes financial management is like a puzzle; put the pieces together correctly and you get a picture that tells the perfect story about your business.

Jill not only puts the puzzle together, but helps her clients understand the meaning behind the story. He also serves as a strategic planning and technology consultant and firm advisor to CPA firms across the country. Jim can be reached at jbourke withum. Jim McGinnis is the leader of Intuit’s Accountant Segment, and has led accountant teams since he joined Intuit in as vice president of marketing.

His extensive marketing, general management and global experience has been invaluable as the Accountant and Advisor Group continues to serve as a center of excellence for Intuit’s worldwide efforts with accountants.

I teach groups and individual to become the best they can be. I specialize in job costing, inventory and payroll. I love them all! Writing is another passion, but that goes with the educating. Joanie Cooper Mann is a recognized authority in the areas of ISV cloud enablement and ASP service delivery, and provides consulting support for developers bringing their applications online, and to cloud service companies desiring to develop or expand partner ISV relationships.

Additionally, her extensive work with accounting professionals worldwide has positioned her as an expert consultant and adviser to practitioners looking to leverage cloud accounting solutions, web-based applications and Internet technologies in their firms and with their clients. Joanie Mann has over 30 years of experience in network integration and consulting, workflow and business process automation, and application virtualization and delivery.

When not teaching herself new languages in addition to French, Italian and Ruby, she travels to various parts of the world to connect with their tech communities. As director of services for Karbon, Joe’s primary role is to ensure accounting firms have a successful onboarding to Karbon. Joe is a tech entrepreneur with decades of experience in web, mobile, payments and big data. As an author, consultant, business coach, and national speaker, Joe has trained more than , accounting and business professionals in practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices.

Joe is the host of Woodard Institute, Woodard Alliance, and one of the world’s leading training conferences for small business advisors called Scaling New Heights. In and , Joe was recognized by Accounting Today as one of the Top Influential People within the accounting profession. Joe regularly publishes articles for Intuit publications and for Insightful Accountant, and Joe has been featured repeatedly in Accounting Today and AccountingWEB in both articles and in video interviews.

Joe is the CEO of Woodard Events, LLC which provides education, coaching, resources, and a community for small business advisors and small business owners within the accounting industry.

In , he founded Bespoke Tax Solutions, PC, to provide peace of mind to customers as it relates to their business and personal income taxes.

Coming from a family of eight with four brothers and three sisters, he and his brothers hold the national record for the most wins in the country for wrestling. Joe and his wife, Louana, live in Dallas with their dog, Maddie. She has extensive history in creating user experiences grounded in learning best practices.

John Battley is the co-founder and CEO of fintech company Penny Inc, which offers a smart expense management app that’s integrated with a prepaid debit or virtual card to better control business expenses. One 8 Solutions celebrated its 20th year in business in This award-winning bookkeeping and accounting firm still stands true to its mission today: to provide the latest financial insights and strategies with a team of accounting and bookkeeping experts to support the growth of small to medium-sized businesses in Greater Boston and beyond.

Jonathan has spent more than a decade in digital marketing, helping businesses all over the world tell better stories, connect with their customers, and grow. For more than 25 years, Jonathon has participated at an executive level in five early stage efforts, with a knack for translating and interpreting market conditions into internal and external objectives.

He has developed businesses around immature markets in the areas of telehealth, educational assessment, interactive television, video game and web development, and mobile technology.

Jonyce Bullock has been a part of Intuit’s ProAdvisor program since She started her career at Squire and Company, PC, a regional accounting and business consulting firm located in Orem, Utah. Shortly after starting, she was handed a QuickBooks box and was told that she was to teach a client how to use it. After self-teaching herself how to use the program, she quickly found that she loved teaching clients how to use their QuickBooks software.

She specializes in accounting technology design and support, business advisory, tax planning and compliance, and strategy design and implementation. Before venturing on his own with a mission to help small businesses at Lance CPA Group, Josh spent his early career at a top 10 national public accounting firm and worked at an ultra-high net worth family office.

Josh is also head of accounting for Practice Ignition and an adjunct professor at Northwestern University. He enjoys making wine at home, cooking, traveling, and cheering on his favorite football and soccer teams. She strongly believes that small business is the backbone of the economy, and that by helping them succeed, she can have the greatest impact on the world around her. Her mission is to have AIS Solutions become the standard against which all other bookkeeping firms are measured.

Jyothi is a product manager with Intuit’s ProAdvisor program. His professional Interests include general management, marketing, product management and product strategy. With a background in lead generation, Kaitlin is passionate about delivering content that is valuable and fun to read. Kara Parkinson is the Group Marketing Manager for Small Business Customers at Intuit Canada, where her mission is to fuel small business success by helping small businesses find and understand their best accounting solutions.

Follow her on Twitter ParkinsonKara. She is a marketplace strategist and connector for prospects, clients and friends of the firm. Her innovative practice growth strategies and inside-out approach to practicing what she preaches has enabled the professionals at PKF Texas to gain access to strategically key organizations in international Houston.

Karen can be reached at or klove pkftexas. Karen Magno, a consultant at Transaction Pro for QuickBooks, has been helping small businesses and their accountants eliminate manual data entry to and from QuickBooks for more than 10 years. She is responsible for overseeing the HR function for both firms, including recruiting and hiring, performance management, employee relations, wellness and HR compliance.

She is also a certified senior professional in human resources. In her over 30 years of bookkeeping and accounting experience in the construction and home-building industries, 20 of those years have been working intimately with QuickBooks and getting to know all the ins and outs. She holds advanced certifications in QuickBooks Desktop and QuickBooks Online products, and also is a member of the Intuit Trainer-Writer network, where she has crafted presentations for conferences.

She helps businesses simplify their processes, become more efficient and implement systems utilizing QuickBooks Online and third-party applications. Kate is a very proud Texan, Baylor Bear, and Navy wife. Her hair fits her personality. She is a morning person.

Big time. She gets more done before 7 am when her kids are allowed out of their room than some people get done all day long! In , she was recognized as a Top 50 Women In Accounting. She has over 7 years of experience working in public accounting firms for various tax and accounting engagements prior to joining Intuit. Kathy Gregory has 20 years of experience in business development, including financial forecasting, strategic planning, process development, project management, and mergers and acquisitions.

She has worked in public and private, small to mid-size organizations doing business development, and strategic planning and implementation, working with executives, boards and their investors. She is a graduate of the University of Oregon. Since , her practice dba Bookkeeping Clean and Simple has pivoted providing training, advisory, and consulting services to clients across the country.

She is being increasingly sought after for her Bookkeeping Basics course, and is increasingly being tapped to speak at local meetings and national conferences such as the annual Scaling New Heights event put on by the Woodard Group.

Kathy’s other passion is mentoring promising bookkeeping students. She is married with two grown children one a NICU nurse, another an Eagle Scout working in the IT field and spends her free time traveling, volunteering at the local food pantry, and helping job seekers and career changers through her Cobb Career Site’s Facebook page. Their niche market includes attorneys, doctors, dentists, orthodontists, contractors and other professional service firms.

As an Advanced Certified QuickBooks ProAdvisor in Desktop and Online, Katie has helped hundreds of organizations scale through the use of effective technology, and has coached dozens of bookkeepers through building their own successful practices.

A life balance advocate, when not writing, Katie is often found gardening or hiking with her family. Before founding CPA Growth Guides in , Katie Tolin spent nearly 20 years in professional services marketing in local, regional, super regional and national firms. An award-winning marketer, she has experience in setting firm and niche marketing strategy, business development support, content marketing, public relations, and product management. Today, she helps CPA firms across the country drive top-line revenue and profitability through data-driven marketing strategies, specialization, inbound marketing and formalized sales processes.

Her degree in anthropology helped her establish a strong foundation for researching and empathizing with the many fascinating people she interacts with. Kaydee Peterson is owner of Peterson Business Services, offering accounting technology solutions, training, implementation and outsourcing for businesses across the country. Our primary service area is the Pacific Northwest, though we do travel and offer remote services to fill the needs of our clients. Kellie is a relentless organizer and believes cloud financial technology is key to organization.

An ardent devotee of QuickBooks Online, Kellie is passionate about introducing QBO and its app partner programs to accountants and their clients.

She is an avid runner, water and snow skier, and live music fan. Kellie is a proud member of the Intuit Trainer Writer Network. Kelly Cherniwchan is CEO and co-founder of chata. Kelly has an MBA with a specialization in finance. He previously co-founded a company where he served as CFO and learned first-hand the business value of artificial intelligence.

Kelly Bistriceanu is a writer, professional friend-maker and head of accounting partnerships at CollBox. Apps and technology are her things! Since then, she has co-founded Totally SEO to help accountants with their digital marketing needs, while Leading Lady Machine Works to provide accountants with some cool swag!

She is also the co-founder of Ideation: Think Forward with a mission to help accounting students learn how to work in the real world before they graduate. Kelly loves to travel, spend time with her pup, and learn new recipes whenever possible.

Kessla has worked in growth, marketing, customer service and web design at SKYsmb for more than eight years. She has worked closely with her father, Scott Sloan, to transform the family accounting firm into a rapidly-growing business design company by leveraging technologies to create a seamless cloud-based experience for the team and clients.

She specializes in customer experience design and onboarding. His areas of concentration include tax preparation, planning and consultation for individuals and closely held corporations and partnerships, general financial and operational consulting, QuickBooks Pro accounting systems consulting, mergers and acquisitions, and IRS representation.

As a Business Development Manager at Intuit, Kim Austin helps accounting firms with digital transformation, showing how both firms and clients benefit from a cloud-based apps ecosystem, including QuickBooks Online. She has supported, managed and led company-wide initiatives such as HRIS conversions, federal and state compliance, benefit management, recruiting, retention, safety, workers compensation, employee relations, coaching, and training.

Her background includes experimental research and management, and she served as Program Director at the Center for Social Development at Washington University in St. Louis immediately prior to joining Intuit. She is also the founder of The FRIDAY Guide — an advisory and consulting house devoted to where accounting, data, and tech meet the independent food and beverage industry.

For more than 20 years, Kristen has served everyone from corner bar owners to fine dining celebrity chefs. Kristin Korpos is a tax manager on the Intuit team responsible for sales tax calculation and filing inside QuickBooks, a part of the Small Business and Self Employed Group.

Kristin is also a licensed attorney. When she’s not vetting software, she can be found making lives easier for ProAdvisor, CPA and bookkeeping clients, where she practices, preaches and promotes the use of apps for more productive workflow.

BCI’s vision is to make you more successful and future ready. Areas of focus include: planning, people and processes with technology as the accelerator. Gary is recognized in the accounting profession as the leading authority on technology and firm management. La Toya T. Haynes is a human resources business partner for Intuit. She resides in Frisco, Texas, with her husband and family and enjoys cooking, movies, reading and being a New Orleans Saints fan.

Fun fact: La Toya is the proud owner of a golden doodle who smiles! He is a member of Intuit’s Trainer Writer Network. He writes and teaches extensively about QuickBooks products. Prior to his career in private industry, he served as an officer in the US Navy and worked for several software security, and oil and gas companies. Larry has worked across many familiar QuickBooks products while at Intuit. He previously helmed design programs for everything from kitchen gadgets and office furniture, to a prototype airline cabin and its booking flow.

She also is a Sage Certified Consultant representing Sage Contractor software, and has written several QuickBooks training books and self-paced training videos. In her spare time, she enjoys photography, art, reading, and camping with her sisters and their families. She also co-authors Intuit’s QuickBooks Online training and certification programs for accounting professionals.

She joined forces with industry colleagues to co-create Aero Workflow app for accounting firms, in order to manage their service delivery with staff, performing recurring tasks for multiple clients. She has 30 years of experience as an accountant and business owner, and is an excellent problem-solver with a deep understanding of business management challenges. Laura and her team provide managed services consulting and development for customers in industries like construction, food service, retail and field service management.

She is a graduate of the State University of New York College at Oswego with a bachelor of science degree in business administration. Karen was honored as a Top ProAdvisor in , , , , , and by Insightful Accountant, and was named one of the Top 10 ProAdvisors in Her accounting and software industry experience includes retail, contractors, home builders, manufacturing, and the food and beverage industries.

Integration projects, inventory, construction, and retail are her specialties. In her spare time, Karen loves gardening, listening to books, hiking, and skiing. Strategist, idea sherpa, copywriter and launch catalyst, Laura Wooten helps clients envision and revamp their businesses through strategy sessions and implementation coaching. She designs each client interaction to create clarity, vision and a plan—so her clients know exactly what they need to do to reach their goals.

Her company, based out of East Hartford, CT, provides a host of expert financial management, QuickBooks training, recruiting and bookkeeping maintenance services for small- to medium-sized businesses throughout the region. Lesli Furniss is a digital marketer from Montana with a love for small business.

She got into marketing by starting her own niche T-Shirt E-commerce business, growing it through social media, and selling it. She relocated to Texas and joined Saddle Oak Software as a marketing specialist. Leslie Shiner ‘author, speaker, and trainer’ has more than twenty years’ experience as a financial and management consultant.

She is the owner of The ShinerGroup, a consulting firm helping contractors gain financial control. As a business coach, she has worked with both small and large businesses to help them better understand their business practices and maximize their profits Ms.

Shiner firmly believes training and education is instrumental in the growth and success of those in the contracting field. She is also the author of numerous publications that focus on the construction industry including A Simple Guide to Turning a Profit as a Contractor. Shiner is an engaging speaker with a long history of rave reviews.

She continues to receive high praise for her ability to make financial management interesting, understandable, and even entertaining. Shiner has combined her knowledge of construction management with her passion for education. She teaches construction financial management seminars around the country and frequently speaks at industry conferences, both locally and nationally.

Lindsey is a contributing writer on the Expensify team. Expensify delivers an industry-leading, cloud-based expense and travel management app that directly integrates with Intuit QuickBooks. Lisa has held 4 different leadership roles at Intuit over the last 13 years – growing QB offerings from just 2 products to 15, driving strategic use of customer data and marketing innovation best practices across Intuit, and currently champion for company’s new commitment to the self-employed businesses of one.

Lisa Brann, CPA, CGMA, brings more 25 years of accounting experience to provide businesses with professional, personalized services that meets her clients’ needs. Liz has worked in tax and accounting since Liz is also a freelance writer specializing in content marketing for accountants and bookkeepers around the world. Liz Scott is partner in an Oklahoma City-based firm, Accounting Lifeline, which specializes in QuickBooks training, setup, support, and advisory services for small businesses.

Her primary focus is integration solutions for e-commerce and QuickBooks. Pricing and sales can be difficult. Loren Fogelman shows accounting professionals how to charge fees that reflect value and enroll quality clients.

She delivers talks at many accounting niche conferences. Terms, conditions, features, service and support options are subject to change without notice. Standard Enhanced Payroll subscription fees apply when adding to Enterprise Silver. Enhanced Payroll included in Enterprise Gold or Platinum does charge additional monthly per employee fees, additional fees may apply when paying contractors by direct deposit.

Enhanced Payroll does not limit the number of payrolls scheduled per month. Check stock sold separately. Plus sales tax where applicable. QuickBooks Desktop Payroll requires a supported version of QuickBooks Desktop Enterprise updated to the most current maintenance release. QuickBooks Desktop Enterprise supports over , employees, customers, vendors and other names combined.

However, performance may slow when processing files containing more than employees. QuickBooks Time Elite time tracking: time tracking is included in the base subscription for Enterprise Diamond. Per-employee monthly fees apply. GPS points can be pulled at clock in and clock out, opening the app, switching job codes, and while on the clock. GPS points are not stored when employees are on a break, clocked out, or signed out of the app. The Salesforce CRM connector subscription supports one company file per subscription; limited to one subscription purchased from Intuit.

Your account on file will automatically be charged the then current list price on a monthly basis, starting at sign up, until you cancel. Various setup packages are available.

Pricing varies depending on the setup package chosen. For setup pricing, to purchase additional subscriptions, or for general DBSync billing questions, call or email support-intuit mydbsync.

Data can be imported from all versions of QuickBooks Desktop. Microsoft products sold separately. Synchronization with Outlook is also possible with Contact Sync for Outlook bit downloadable for free here. Sage 50 formerly Peachtree data conversion: The data conversion tool works for Peachtree versions and above. For more details, click here. Your results may vary. A fraction of the cost of other solutions: Comparison based on pricing of QuickBooks Desktop Enterprise vs.

QuickBooks Desktop Enterprise offers many advanced features, such as advanced inventory and reporting. Other advanced features, such as CRM and Human Resource Management, are offered through third party partners for an additional fee.

QuickBooks Desktop Enterprise does not offer international company capabilities. Pricing models vary across all solutions depending on the individual business needs. Click here to read the Minimum technical requirements and system requirements. Call Sales: Terms and conditions, features, support, pricing, and service options subject to change without notice. Limited time offer. Buy now. For Sales: Sales hours:. Sign in.

QuickBooks Online. QuickBooks Self-Employed. QuickBooks ProAdvisor Program. QuickBooks Online Accountant. QuickBooks Desktop Account. QuickBooks Online Payroll. QuickBooks Payments. QuickBooks Time. QuickBooks Commerce. Other Intuit Services. QuickBooks Enterprise. Buy online. QuickBooks Enterprise Features. See all features. Advanced Inventory. Advanced Pricing. Advanced Reporting. Field Service Management.

Order Management. Job Costing. Cloud Access. New in Technical Specs. Cloud Access Pricing. Industry Solutions. Professional Services. Why Enterprise? Already using QuickBooks. Comparison Charts. In-Depth Guides. New to QuickBooks? Switch to Enterprise. Customer Testimonials. Compare to NetSuite. Enterprise as an ERP. Enterprise Diamond. QuickBooks Enterprise can handle it with an all-in-one solution built to manage your business and your bottom line. To learn more, call Interested in hosting your QuickBooks?

Consider hosting packages. Previous Overview. Industry solutions. Access anywhere. Powerful reporting. Customize user permissions. Pay employees.

Job costing. Manage inventory. Take payments. Automate pricing. Manage field workers. Mobile time tracking. Priority Circle. Manage more of your business with Enterprise. The all-in-one solution for business management Specialized editions for your business. QuickBooks Enterprise with cloud access

 
 

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Geni is also the author of How to Make a Boring Subject Interesting: 52 ways even a nerd can be heard. Girish Shenoy is a product marketer for Freshdesk. Freshdesk makes it easier for you to provide excellent service to your customers by equipping you with the right tools for the job.

Because she has a thorough understanding of the developments and shift within the real estate and property management industry, she finds solutions for the complex problems that others cannot. She has authored a series of QuickBooks books, providing step-by-step guidance for business owners and other accountants.

She is dedicated to addressing the needs of accountants, helping them grow their practice and becoming trusted advisors to their small business clients.

Greg Buck has practiced in Abbotsford for the last 28 years, firstly as a sole practitioner, then joining a local firm for 8 years before returning to the current team. Greg has practiced extensively in the areas of accounting and business advisory for privately held businesses. His practice continues to focus on providing corporate and personal income tax planning, promotion of entrepreneurial services and general finance. He conducts his practice by building close relationships with his client to assist them in successfully running their enterprises.

Since , he has been teaching QuickBooks seminars around the country for various groups, and is considered to be an expert in the program. In total, Gregg has taught over 3, seminars to more than 55, students.

He is active in the Mid-Atlantic Collectors Association where he currently serves as President, and ACA International, the association of credit and collection professionals, in which he is a senior certified trainer.

Heather was named a categorical Top 10 ProAdvisor in and , and has been listed as a Top ProAdvisor for the past six years by Insightful Accountant. Heather was recently named a Top ProAdvisor for Find Heather on Twitter hsatterley. Hector M. He has over 10 years of experience working with small business finance and accounting, along with 3 Post-graduate degrees from Florida International University FIU in Accounting, Finance and Taxation.

After starting his career with Big Four accounting firm Deloitte, he went on to become a business manager and director in the Investment Banking Division of Citigroup, where he spent 15 years. After leaving investment banking, Howard built a successful consulting and tax practice in Frisco, Texas, focused on owners of closely held businesses. Howard spent three years living in Argentina and enjoys traveling with his wife and business partner Marianne Goodman.

Hugh has more than 20 years of marketing experience working in the consumer packaged goods, internet media, publishing and professional services industries. With more than 25 years of experience in technology and over 15 years of leadership experience in the accounting industry, Ian is passionate about helping accounting professionals be as successful as possible in order to positively impact the businesses they serve.

He is currently a co-founder and the vice president of product marketing at Karbon. Ilene Eisen heads up ie Solutions, a technology consulting firm in Monterrey, California, focused on providing accounting software solutions and information system solutions. Ingrid is an accounting nerd and founder of PriestessOfProfits. She loves taking a topic that most small business owners put on a scale from boring to terrifying and turning it into a fun and rewarding part of entrepreneurship.

Additional free educational resources for accounting professionals can be found at IngridEdstrom. Inna Korenzvit is founder and principal accountant at KORE Accounting Solutions, a future-focused management accounting firm specializing in providing legal professionals and business owners with the data and insights they need to stay compliant and run more profitable businesses.

For more information, visit the ProFile website. Ivy Zhang is a senior tax analyst on the ProFile team with Intuit Canada, and how more than 10 years’ tax experience in public accounting firms and in the industry. She leads the ProFile’s tax analyst team. Her goal is to make sure ProFile calculates taxes correctly for all possible scenarios for everyone.

Jacint Tumacder is a senior product manager at Intuit’s QuickBooks group. He has worked on QuickBooks since day one when he joined Intuit in as a tech support rep, on the initial team that supported the very first version of QuickBooks. Her team works with executives on strategic tax planning while also consulting on industry best practices as a speaker and thought leader. He works with small business owners to help them truly understand and assist them in scaling their business.

As a project manager for Boomer Consulting, Inc. Jackie supports multiple phases by providing assistance and constant communication with clients and sponsors, and by serving as an event liaison for programs and consulting engagements. Jackie thrives at the opportunities to build new relationships. James Byrnes is a tax researcher on the Intuit team responsible for sales tax calculation and filing inside QuickBooks, a part of the Small Business and Self Employed Group.

He focuses on providing the tax content that drives sales tax calculations in nearly 12, tax jurisdictions across the United States. James is also a licensed attorney. Jamie has two school-age kiddos and one engineer husband. Jan Haugo has a virtual accounting practice that allows her the freedom to help deep dive into her clients’ companies and develop the goals and dreams on a case-by-case basis. Their mission is to empower bookkeepers to higher standards of education and certification. ICBUSA is creating an experience for the bookkeeper that will give them the confidence and standards they deserve, in a community that has been underserved for many years.

I’m a freelance writer and a Certified Public Accountant with nearly two decades experience in accounting and insurance. I write about income taxes, accounting, small business, insurance, credit, saving for college, student loans, and personal finance.

I am a Certified Quickbooks Pro-Advisor since and have been a bookkeeper for over 25 years. I have worked for mainly small business over the years. Janice Figov is a Certified Adult Educator with more than 20 years’ experience in the software and training industry. She is passionate about training, specializing in training people in QuickBooks. Janice makes learning numbers fun. Prior to joining Intuit in September , January worked as a senior tax analyst in public accounting and in private industry specializing in international taxation.

Jasen Stine has worked in the tax and accounting profession for more than 20 years, and is currently responsible for driving Intuit ProConnect training and education strategy. He is a thought leader on the Fourth Industrial Revolution, and recently worked on a team to implement natural language processing technology, currently patent pending, in educational programs.

Jason loves to dream and play with matches. Jason loves new game-changing technology and plays rock and roll too loud. He brings clarity to creative people, and loves Jesus a lot. Duties: Business coaching and counseling, process design, innovation, creative strategy creation, change agent, leads the firm and supports the team.

Now in her 10th year of business, Jennifer found that her knowledge in evolving her practice had to be shared. Today, she is a content writer and mentor in the Intuit Mentoring Program. Along with running an ever-growing practice, known as Moore Details Bookkeeping, she’s raising three kids with her supportive husband in Ontario, Canada. Her passion to help has provided her with opportunities to speak at events, such as the annual conference for the Institute of Professional Bookkeepers of Canada and the prestigious Intuit Thrive Conference.

Member of the Intuit Trainer Writer Network. Jeff Borschowa is an author, educator, and curator of all things related to accounting efficiency and technology. Jeff Stimpson has several decades of B2B experience in print and digital. He currently writes about taxes for consumers and professionals on a range of business topics. Jeff is a graduate of Bowie State University, and a former Big 4 CPA who uses his compound domain expertise to bring a blend of best practices learned at Large organizations with practical application for his small business clients.

As a result of his work, he became the only student director under the Finance and Administration Division. In February , he featured in Black Enterprise Inc.

The magazine recognized him for his insight on personal finance and investments. Jeff is a frequent presenter at workshops and seminars on small business. Jen is the marketing manager at Plooto. She is a creative, data-driven leader who is passionate about helping businesses find a solution to their payment problems. She’s also a big fan of The Office.

She regularly writes on topics that help entrepreneurs start, run and grow their businesses. Jessica Daley, founder of Xcelerate, wife to Greg, Mother to four children and co-leader with her husband of an Incredible Team, finds herself transitioning between these roles all day long.

She started Xcelerate in to help pay for an adoption. After the adoption was finalized, the question arose if she could run a company on top of all her other duties. With courage and tenacity, Greg quit his stable job and took a risk to grow Xcelerate.

Never looking back, Greg and Jessica now run a cloud-based accounting firm for churches. In their previous life, Greg was a pastor in Seattle, WA which now allows them to build great rapport with their client base. Cloud-based accounting allows them to be present with their children’s busy lives, have healthy life rhythms, and “Help Families Thrive” which is Xcelerate’s vision!

Greg and Jessica live in Colorado, love to travel, will read any business book they can, enjoy visiting their family on the East Coast, and can’t wait for what the next years hold for Xcelerate. She brings a long history of user experience and engagement strategy experience, with a passion for seamless customer experiences.

Jill has more than 20 years’ experience as an accountant, and has been nationally recognized as an international QuickBooks Online expert and an Intuit Firm of the Future. She believes financial management is like a puzzle; put the pieces together correctly and you get a picture that tells the perfect story about your business.

Jill not only puts the puzzle together, but helps her clients understand the meaning behind the story. He also serves as a strategic planning and technology consultant and firm advisor to CPA firms across the country. Jim can be reached at jbourke withum. Jim McGinnis is the leader of Intuit’s Accountant Segment, and has led accountant teams since he joined Intuit in as vice president of marketing. His extensive marketing, general management and global experience has been invaluable as the Accountant and Advisor Group continues to serve as a center of excellence for Intuit’s worldwide efforts with accountants.

I teach groups and individual to become the best they can be. I specialize in job costing, inventory and payroll. I love them all! Writing is another passion, but that goes with the educating. Joanie Cooper Mann is a recognized authority in the areas of ISV cloud enablement and ASP service delivery, and provides consulting support for developers bringing their applications online, and to cloud service companies desiring to develop or expand partner ISV relationships.

Additionally, her extensive work with accounting professionals worldwide has positioned her as an expert consultant and adviser to practitioners looking to leverage cloud accounting solutions, web-based applications and Internet technologies in their firms and with their clients.

Joanie Mann has over 30 years of experience in network integration and consulting, workflow and business process automation, and application virtualization and delivery. When not teaching herself new languages in addition to French, Italian and Ruby, she travels to various parts of the world to connect with their tech communities. As director of services for Karbon, Joe’s primary role is to ensure accounting firms have a successful onboarding to Karbon.

Joe is a tech entrepreneur with decades of experience in web, mobile, payments and big data. As an author, consultant, business coach, and national speaker, Joe has trained more than , accounting and business professionals in practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices. Joe is the host of Woodard Institute, Woodard Alliance, and one of the world’s leading training conferences for small business advisors called Scaling New Heights.

In and , Joe was recognized by Accounting Today as one of the Top Influential People within the accounting profession. Joe regularly publishes articles for Intuit publications and for Insightful Accountant, and Joe has been featured repeatedly in Accounting Today and AccountingWEB in both articles and in video interviews.

Joe is the CEO of Woodard Events, LLC which provides education, coaching, resources, and a community for small business advisors and small business owners within the accounting industry. In , he founded Bespoke Tax Solutions, PC, to provide peace of mind to customers as it relates to their business and personal income taxes.

Coming from a family of eight with four brothers and three sisters, he and his brothers hold the national record for the most wins in the country for wrestling.

Joe and his wife, Louana, live in Dallas with their dog, Maddie. She has extensive history in creating user experiences grounded in learning best practices. John Battley is the co-founder and CEO of fintech company Penny Inc, which offers a smart expense management app that’s integrated with a prepaid debit or virtual card to better control business expenses.

One 8 Solutions celebrated its 20th year in business in This award-winning bookkeeping and accounting firm still stands true to its mission today: to provide the latest financial insights and strategies with a team of accounting and bookkeeping experts to support the growth of small to medium-sized businesses in Greater Boston and beyond.

Jonathan has spent more than a decade in digital marketing, helping businesses all over the world tell better stories, connect with their customers, and grow. For more than 25 years, Jonathon has participated at an executive level in five early stage efforts, with a knack for translating and interpreting market conditions into internal and external objectives.

He has developed businesses around immature markets in the areas of telehealth, educational assessment, interactive television, video game and web development, and mobile technology. Jonyce Bullock has been a part of Intuit’s ProAdvisor program since She started her career at Squire and Company, PC, a regional accounting and business consulting firm located in Orem, Utah.

Shortly after starting, she was handed a QuickBooks box and was told that she was to teach a client how to use it. After self-teaching herself how to use the program, she quickly found that she loved teaching clients how to use their QuickBooks software. She specializes in accounting technology design and support, business advisory, tax planning and compliance, and strategy design and implementation.

Before venturing on his own with a mission to help small businesses at Lance CPA Group, Josh spent his early career at a top 10 national public accounting firm and worked at an ultra-high net worth family office. Josh is also head of accounting for Practice Ignition and an adjunct professor at Northwestern University. He enjoys making wine at home, cooking, traveling, and cheering on his favorite football and soccer teams.

She strongly believes that small business is the backbone of the economy, and that by helping them succeed, she can have the greatest impact on the world around her. Her mission is to have AIS Solutions become the standard against which all other bookkeeping firms are measured. Jyothi is a product manager with Intuit’s ProAdvisor program. His professional Interests include general management, marketing, product management and product strategy.

With a background in lead generation, Kaitlin is passionate about delivering content that is valuable and fun to read. Kara Parkinson is the Group Marketing Manager for Small Business Customers at Intuit Canada, where her mission is to fuel small business success by helping small businesses find and understand their best accounting solutions. Follow her on Twitter ParkinsonKara. She is a marketplace strategist and connector for prospects, clients and friends of the firm.

Her innovative practice growth strategies and inside-out approach to practicing what she preaches has enabled the professionals at PKF Texas to gain access to strategically key organizations in international Houston. Karen can be reached at or klove pkftexas. Karen Magno, a consultant at Transaction Pro for QuickBooks, has been helping small businesses and their accountants eliminate manual data entry to and from QuickBooks for more than 10 years.

She is responsible for overseeing the HR function for both firms, including recruiting and hiring, performance management, employee relations, wellness and HR compliance. She is also a certified senior professional in human resources. In her over 30 years of bookkeeping and accounting experience in the construction and home-building industries, 20 of those years have been working intimately with QuickBooks and getting to know all the ins and outs.

She holds advanced certifications in QuickBooks Desktop and QuickBooks Online products, and also is a member of the Intuit Trainer-Writer network, where she has crafted presentations for conferences. She helps businesses simplify their processes, become more efficient and implement systems utilizing QuickBooks Online and third-party applications.

Kate is a very proud Texan, Baylor Bear, and Navy wife. Her hair fits her personality. She is a morning person. Big time. She gets more done before 7 am when her kids are allowed out of their room than some people get done all day long!

In , she was recognized as a Top 50 Women In Accounting. She has over 7 years of experience working in public accounting firms for various tax and accounting engagements prior to joining Intuit. Kathy Gregory has 20 years of experience in business development, including financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. She has worked in public and private, small to mid-size organizations doing business development, and strategic planning and implementation, working with executives, boards and their investors.

She is a graduate of the University of Oregon. Since , her practice dba Bookkeeping Clean and Simple has pivoted providing training, advisory, and consulting services to clients across the country.

She is being increasingly sought after for her Bookkeeping Basics course, and is increasingly being tapped to speak at local meetings and national conferences such as the annual Scaling New Heights event put on by the Woodard Group. Kathy’s other passion is mentoring promising bookkeeping students. She is married with two grown children one a NICU nurse, another an Eagle Scout working in the IT field and spends her free time traveling, volunteering at the local food pantry, and helping job seekers and career changers through her Cobb Career Site’s Facebook page.

Their niche market includes attorneys, doctors, dentists, orthodontists, contractors and other professional service firms. As an Advanced Certified QuickBooks ProAdvisor in Desktop and Online, Katie has helped hundreds of organizations scale through the use of effective technology, and has coached dozens of bookkeepers through building their own successful practices.

A life balance advocate, when not writing, Katie is often found gardening or hiking with her family. Before founding CPA Growth Guides in , Katie Tolin spent nearly 20 years in professional services marketing in local, regional, super regional and national firms. An award-winning marketer, she has experience in setting firm and niche marketing strategy, business development support, content marketing, public relations, and product management.

Today, she helps CPA firms across the country drive top-line revenue and profitability through data-driven marketing strategies, specialization, inbound marketing and formalized sales processes. Her degree in anthropology helped her establish a strong foundation for researching and empathizing with the many fascinating people she interacts with.

Kaydee Peterson is owner of Peterson Business Services, offering accounting technology solutions, training, implementation and outsourcing for businesses across the country. Our primary service area is the Pacific Northwest, though we do travel and offer remote services to fill the needs of our clients. Kellie is a relentless organizer and believes cloud financial technology is key to organization. An ardent devotee of QuickBooks Online, Kellie is passionate about introducing QBO and its app partner programs to accountants and their clients.

She is an avid runner, water and snow skier, and live music fan. Kellie is a proud member of the Intuit Trainer Writer Network. Kelly Cherniwchan is CEO and co-founder of chata.

Kelly has an MBA with a specialization in finance. He previously co-founded a company where he served as CFO and learned first-hand the business value of artificial intelligence. Kelly Bistriceanu is a writer, professional friend-maker and head of accounting partnerships at CollBox. Apps and technology are her things! Since then, she has co-founded Totally SEO to help accountants with their digital marketing needs, while Leading Lady Machine Works to provide accountants with some cool swag!

She is also the co-founder of Ideation: Think Forward with a mission to help accounting students learn how to work in the real world before they graduate. Kelly loves to travel, spend time with her pup, and learn new recipes whenever possible. Kessla has worked in growth, marketing, customer service and web design at SKYsmb for more than eight years. She has worked closely with her father, Scott Sloan, to transform the family accounting firm into a rapidly-growing business design company by leveraging technologies to create a seamless cloud-based experience for the team and clients.

She specializes in customer experience design and onboarding. His areas of concentration include tax preparation, planning and consultation for individuals and closely held corporations and partnerships, general financial and operational consulting, QuickBooks Pro accounting systems consulting, mergers and acquisitions, and IRS representation.

As a Business Development Manager at Intuit, Kim Austin helps accounting firms with digital transformation, showing how both firms and clients benefit from a cloud-based apps ecosystem, including QuickBooks Online. She has supported, managed and led company-wide initiatives such as HRIS conversions, federal and state compliance, benefit management, recruiting, retention, safety, workers compensation, employee relations, coaching, and training.

Her background includes experimental research and management, and she served as Program Director at the Center for Social Development at Washington University in St. Louis immediately prior to joining Intuit. She is also the founder of The FRIDAY Guide — an advisory and consulting house devoted to where accounting, data, and tech meet the independent food and beverage industry. For more than 20 years, Kristen has served everyone from corner bar owners to fine dining celebrity chefs.

Kristin Korpos is a tax manager on the Intuit team responsible for sales tax calculation and filing inside QuickBooks, a part of the Small Business and Self Employed Group. Kristin is also a licensed attorney. When she’s not vetting software, she can be found making lives easier for ProAdvisor, CPA and bookkeeping clients, where she practices, preaches and promotes the use of apps for more productive workflow.

BCI’s vision is to make you more successful and future ready. Areas of focus include: planning, people and processes with technology as the accelerator. Gary is recognized in the accounting profession as the leading authority on technology and firm management. La Toya T. Haynes is a human resources business partner for Intuit. She resides in Frisco, Texas, with her husband and family and enjoys cooking, movies, reading and being a New Orleans Saints fan.

Fun fact: La Toya is the proud owner of a golden doodle who smiles! He is a member of Intuit’s Trainer Writer Network. He writes and teaches extensively about QuickBooks products. Prior to his career in private industry, he served as an officer in the US Navy and worked for several software security, and oil and gas companies. Larry has worked across many familiar QuickBooks products while at Intuit.

He previously helmed design programs for everything from kitchen gadgets and office furniture, to a prototype airline cabin and its booking flow. She also is a Sage Certified Consultant representing Sage Contractor software, and has written several QuickBooks training books and self-paced training videos. In her spare time, she enjoys photography, art, reading, and camping with her sisters and their families.

She also co-authors Intuit’s QuickBooks Online training and certification programs for accounting professionals. She joined forces with industry colleagues to co-create Aero Workflow app for accounting firms, in order to manage their service delivery with staff, performing recurring tasks for multiple clients.

She has 30 years of experience as an accountant and business owner, and is an excellent problem-solver with a deep understanding of business management challenges. Laura and her team provide managed services consulting and development for customers in industries like construction, food service, retail and field service management. She is a graduate of the State University of New York College at Oswego with a bachelor of science degree in business administration.

Karen was honored as a Top ProAdvisor in , , , , , and by Insightful Accountant, and was named one of the Top 10 ProAdvisors in Her accounting and software industry experience includes retail, contractors, home builders, manufacturing, and the food and beverage industries.

Integration projects, inventory, construction, and retail are her specialties. In her spare time, Karen loves gardening, listening to books, hiking, and skiing. Strategist, idea sherpa, copywriter and launch catalyst, Laura Wooten helps clients envision and revamp their businesses through strategy sessions and implementation coaching.

She designs each client interaction to create clarity, vision and a plan—so her clients know exactly what they need to do to reach their goals. Her company, based out of East Hartford, CT, provides a host of expert financial management, QuickBooks training, recruiting and bookkeeping maintenance services for small- to medium-sized businesses throughout the region. Lesli Furniss is a digital marketer from Montana with a love for small business. She got into marketing by starting her own niche T-Shirt E-commerce business, growing it through social media, and selling it.

She relocated to Texas and joined Saddle Oak Software as a marketing specialist. Leslie Shiner ‘author, speaker, and trainer’ has more than twenty years’ experience as a financial and management consultant. She is the owner of The ShinerGroup, a consulting firm helping contractors gain financial control. As a business coach, she has worked with both small and large businesses to help them better understand their business practices and maximize their profits Ms.

Shiner firmly believes training and education is instrumental in the growth and success of those in the contracting field. She is also the author of numerous publications that focus on the construction industry including A Simple Guide to Turning a Profit as a Contractor. Shiner is an engaging speaker with a long history of rave reviews.

She continues to receive high praise for her ability to make financial management interesting, understandable, and even entertaining. Shiner has combined her knowledge of construction management with her passion for education.

She teaches construction financial management seminars around the country and frequently speaks at industry conferences, both locally and nationally. Lindsey is a contributing writer on the Expensify team.

Expensify delivers an industry-leading, cloud-based expense and travel management app that directly integrates with Intuit QuickBooks. Lisa has held 4 different leadership roles at Intuit over the last 13 years – growing QB offerings from just 2 products to 15, driving strategic use of customer data and marketing innovation best practices across Intuit, and currently champion for company’s new commitment to the self-employed businesses of one.

Lisa Brann, CPA, CGMA, brings more 25 years of accounting experience to provide businesses with professional, personalized services that meets her clients’ needs.

Liz has worked in tax and accounting since Liz is also a freelance writer specializing in content marketing for accountants and bookkeepers around the world. Liz Scott is partner in an Oklahoma City-based firm, Accounting Lifeline, which specializes in QuickBooks training, setup, support, and advisory services for small businesses.

Her primary focus is integration solutions for e-commerce and QuickBooks. Pricing and sales can be difficult. Loren Fogelman shows accounting professionals how to charge fees that reflect value and enroll quality clients. She delivers talks at many accounting niche conferences. She specializes in strategic recruiting, talent management, organizational development, employee relations, leadership development, compensation, operations and business advisory services.

He is an adjunct professor in the accounting department at Nassau Community College. He resides on Long Island, New York. He develops the long-term go-to-market strategy for Intuit Australia, is responsible for short-term execution and builds Intuit Australia’s talent bench with high-performing, business leaders focused on marketing. Lynda Artesani is president of Artesani Accounting, where she uses her expertise and organizational skills to help her small business clients grow their firms, thrive and become profitable.

Her firm works exclusively with attorneys. Lynn is president of Mattice Business Services, a bookkeeping and accounting consulting firm in South Florida. She is a Profit Advisor who has been in business since , currently serving more than 85 clients, most of whom are on QuickBooks Online. The business has one full-time bookkeeper in the office and three remote bookkeepers. Her firm was voted as one of the Firms of the Future by Intuit in Majaliwa Bass is an accomplished marketer, product manager and entrepreneur.

Her passion is helping small business grow through simple marketing strategies. When not assisting clients with their business goals, he spends time with family, coaching youth soccer, and traveling as much as possible.

Mariette Martinez, EA, is a virtual small business accounting consultant and tax professional. Her mission is to empower solo-entrepreneurs to seamlessly manage financial performance and meet year-round tax obligations by using accounting, tax and workflow technologies. Mario is bilingual, has worked with QuickBooks products since , and specializes in advanced inventory needs, advanced custom reporting, accounting systems migrations, training, consulting, and accounting services.

Mario Nowogrodzki is an information systems consultant and instructor. He is the founder and principal of Mendelson Consulting, which specializes in software solutions to optimize business operations and maximize financial results. Mario is a frequent author and instructor of accounting technology topics, and a contributing author and speaker for Intuit, The Woodard Group, and other national organizations.

In addition to working with end users and advisors, Mario and his firm provide consulting services to accounting firms and other businesses. Find out how they help enable success through technology, www. The firm specializes in showing customers that they can continue in higher-level QuickBooks products as they grow. In her spare time, Marjorie catches up with one of her six sisters, sweats through a morning run, reads a business book or watches the latest AMC show.

Mark Khazanovich is Director of Operations for KORE Bookkeeping Solutions and has a background in software implementation, cloud technologies, and small business accounting. Mark Richardson is a financial software industry professional and a certified accountant who originates from the UK. Mark Wickersham is known as the most sought after profit improvement expert in the accounting community. He is a widely published author on practice issues. Mark has over recommendations from accountants on LinkedIn; connect with him on LinkedIn to get access to free resources Mark has created for accountants in practice.

She is a dual citizen, certified in desktop and online versions in both Canada and the US. She is also a proud member of the Intuit Trainer Writer Network. She loves to troubleshoot QuickBooks files and acts as a profit and growth expert for clients all across North America. Marnie blogs at thinkquickbooks. Follow her on Twitter marniestretch. Marshal Kushniruk manages Avalara’s key strategic ERP accounts and independent software vendors, supporting their software and usability needs and ensuring that the highest-quality customer care and technical support systems are in place.

His extensive industry experience includes creating and maintaining partnerships with hundreds of development, software solution and value-added reselling partners worldwide.

Marshal has previously been named one of the most influential people in accounting by Accounting Today magazine. Marta Bright is Insightly’s Content Manager. She’s been writing about the ‘business of technology’ in the Silicon Valley for more than a decade.

Part problem solver, part community advocate, Martha Yasso uses more than 20 years of financial experience to deliver peace of mind to small business owners in the professional, trade, medical, and hospitality industries. Prior to starting his firm in , he was a manager at PriceWaterhouseCoopers and a software entrepreneur. He and his family reside in Fort Worth, Texas.

Mary Estrada is an accounting associate with Parkway Business Solutions. Prior to her introduction to cloud-based accounting, Mary earned her business accounting degree from California State University, Channel Islands. Mary is a proud mother and loved wife, who enjoys spending time with her two men, Aaron and Daniel.

During her downtime, Mary also enjoys her hobby, makeup artistry. Matt Rissell is the CEO and co-founder of TSheets, an Idaho based start-up with a conviction that time tracking should be focused on the people that use it — employees. A proven expert on time tracking technology and productivity best practices in the online age, his specialties include start-ups, leadership, trend-setting customer experience, building high performing teams and growth strategy.

Matthew Fulton is co-founder and CTO of Parkway Business Solutions , where he uses his passion for technology to create time-saving tools for accountants and bookkeeping solutions to fit the needs of the modern small business owner. The focus of her practice in CT is mainly QuickBooks consulting and training, specializing in strategizing, researching, and installing 3rd party add-ons and conversions to QuickBooks from other accounting software.

Megan Bhattacharyya has been with Intuit for over 6 years primarily working in the Small Business Group. As the Senior Marketing manager for our small business mobile apps, Megan is committed to making sure small businesses and accountants can easily manage their business right from their pocket! When not working, you can find Megan baking or hanging out with her dog Ricky Ricardo! Alicia Katz Pollock is the owner of Royalwise. She blends the skills of technology, the art of communication, the patience of a teacher, the wisdom of a consultant, and the detailed eye of an obsessive-compulsive to provide the finest in business education solutions.

Melinda Crump is on the data and research team at Sageworks , a financial information company that provides financial analysis and valuation applications to accounting firms. Melissa Lin is a content manager at Intuit. She enjoys working closely with small businesses and accountants on apps. I love connecting with new people. Meredith is chief experience officer with Liscio, Inc. Meredith manages financing columns on Inc, Entrepreneur, HuffPo and more, and her advice can be seen on Yahoo!

Our goal is to provide our clients witha comprehensive service that allows them to work smarter, not harder. Our intuitive and user-friendly platforms allow HR professionals and business owners to focus on their responsibilities. He considers himself an ‘accidental accountant.

Michael launched Reconciled in ; the firm has quickly grown to a nationally recognized Firm of the Future. As an Agency Executive, I optimize profitability by leveraging my expertise in Creative Development, B2B and multi-channel marketing, strategic planning and cross-functional team building. My background includes extensive agency management experience driving results for global brands and companies across beverage, sports, healthcare sectors and more.

Michael Palmer is host of The Successful Bookkeeper podcast and CEO of Pure Bookkeeping North America, which offers a proven system that helps bookkeepers find great clients, hire terrific bookkeepers, and increase their profitability. While Michele is an Accountant by trade and holds an Accounting Degree and a degree in Organizational Management and Communications her passion is in training, coaching, consulting and educating business owners and their staff on the proper use of QuickBooks for financial management.

Her focus is on strategic growth through pricing strategies, cost management and improved profitability to develop sustainability, improve cash flow and ensure compliance. She is passionate about helping accounting pros to harness the power of QuickBooks to grow their practices, scale workflows, and fuel small business success. She has been the owner and president of Premier Accounting and Business Administration since Michelle focuses on small- to mid-size closely held companies in various industries, including real estate, construction, retail, restaurants, health care and consultants.

Michelle is also actively involved in various non-profit organizations. He is a customer and employee instructor, customer and government liaison, and a public relations representative. Mike Milan is Finagraph’s vice president of Customer Success.

He has more than 20 years of sales and entrepreneurship experience, and teaches at the most prestigious graduate schools of banking in America. As a sought-after speaker on small business, Mike speaks several times a year for various state CPA associations, highly regarded accounting conferences and other trade industry associations on financial management. Content Manager ConstantContact. I believe in the really big impact of really small businesses. I am constantly inspired by our amazing customers and can’t get enough of their success stories!

She is dedicated to powering prosperity for accountants and their clients. Misty Megia, CEO and creative director of Theatre of Marketing, has more than 20 years’ experience in market strategy, public speaking, project management, corporate branding, and channel marketing. Misty has driven success for multiple companies across a variety of industries, from hardware manufacturing, software developers, and green energy to education and the accounting profession.

She now trains high achieving executives in public speaking and marketing strategy, and loves every minute of it! Advanced Certified in QuickBooks and an Intuit Premier Reseller, she specializes in helping contractors job cost better and streamline workflow through training and consulting.

She helps visionary companies automate and outsource their financial needs. Offering bookkeeping, controller, and CFO services, her firm helps clients understand their current financials and forecast their future. She also serves the cannabis space and consults with accounting businesses that are looking to work with cannabis clients. Her passion for the written word manifested itself during her time at Boise State University, where she majored in many things including, but not limited to, Medieval Literature and eventually graduated with a B.

Nadia has experience in public accounting, where she performed tax planning projections, and prepared tax returns for high net-worth individuals and different types of businesses. Negotiation Fox provides high-quality negotiation training and consulting based on 30 years of experience in the business and not-for-profit sectors. The company is dedicated to helping people get what they want — both in business and in life — through full- and half-day onsite training, online seminars, and speaking engagements.

Natalie Aldredge is a wife, a mom of two crazy boys and has been a bookkeeper at Two Roads Bookkeeping for over five years. She recently stepped into marketing where she loves being a professional cheerleader for the company and seeing more small businesses thrive. She is always excited about new ways to improve client satisfaction, whether through new systems or relationship building.

He is a graduate of the University of Georgia, where he served as a judge for the Peabody Awards in the documentary category. Nathan Carter is a co-founder of Quotient, an online quoting and proposal software that was borne out of their web design and development agency. A self-proclaimed techie, Nayo decided a virtual accounting practice was the best way to experience her love of travel and still help small business owners across the United States reduce the stress of managing their disorganized financial systems.

I’m continually breaking things at Pay with Bolt as we aim to be the go-to payments platform for SaaS. We’re working to get QuickBooks invoices paid online using the preferred payment providers of our merchants.

I’ve previously run creative teams, been a digital transformation consultant, a speaker at startup events and developed and sold software whilst working on a research project at Oxford University. Currently trying to balance work and home life with the belief that it’s possible.

He is one of the foremost experts in people management, outsourcing, offshoring and building global teams for accounting firms.

Nick Summers is a senior content writer for 1Password, based on the south coast of England. Before joining the company, he was a technology journalist at Engadget and The Next Web. Nicole Lavengco has been developing and managing marketing and media relations programs for small to large companies since Her expertise includes strategic marketing, media relations, social media and all things digital. Prior to founding Butler-Davis, Nicole spent most of her career in industry with Fortune companies.

Nicole Giaimo is a tax researcher on the Intuit team responsible for sales tax calculation and filing inside QuickBooks, a part of the Small Business and Self Employed Group. Nicole is also a licensed attorney. Formerly an attorney who graduated from the UCLA School of Law, Nicolle found her true passion to be financial planning, and helping individuals achieve their retirement and other financial goals.

He has worked on variety of engagements from ranging from small business to large fortune corporations. He graduated from Ryerson University with a B. Com degree. Nina is a summer business development intern at Palo Alto Software. Her recent work has included strategic writing, social media campaign management, and collaboration on creative content for advertising. She is currently studying business administration at the University of Oregon, and will be graduating in Omar Visram is the Co-Founder and CEO of Enkel Backoffice Solutions , a Vancouver-based accounting practice that provides day-to-day bookkeeping services for small and medium-sized businesses.

Enkel strives to provide their clients with the bookkeeping support, insight and data required to allow for smarter and more informed business decisions. Paul Glazier is a comedy writer and advertising copywriter based in Portland, Oregon.

He has been a part of the QuickBooks social media team for three years, helping support initiatives and cultivating the attitude of the brand across the social sphere. Paul Glantz, CPA, is the founder of Launch Consulting, Inc, a virtual tax and accounting practice that serves entrepreneurs, technology businesses, and startups around the world.

Paul left the larger firms of Austin after realizing the demand for strategic tax advisory and cloud-based accounting services for the mid-market. A Massachusetts native, Paul embraces modern technology, working with his team to craft custom solutions centered around back-office automation and tax minimization. Paul is a strong believer in giving back to the community.

When he’s not crunching numbers, he’s volunteering at the Austin Sunshine Camps or volunteering as a mentor through the Big Brother Big Sister Program.

Phil is the head of Marketing Communications at Keela. He has worked as a communications professional within the sector at many levels: grassroots, local, regional and national.

Now, he spends his time telling powerful stories of impact and is devoted to helping nonprofits do good, better.

Priyanka Prakash is a senior finance writer at Fit Small Business. She covers credit scores, interest rates, business lenders and everything in between to help make life easier for small business owners. Prior to joining Fit Small Business, Priyanka practiced law and was in-house counsel at a tech startup. Most recently, Rachel became Advanced certified in Raissa Evans is a marketing behaviorist focused on strategy and productivity, within the context of my clients’ operations.

She founded Running Reload after observing the overwhelm of lean marketing teams in a fast-paced and growing market. Valuable projects and objectives go undone due to just trying to keep up, and these businesses sometimes just need an extra hired gun that will come in like an insider. My goal is to help clients get more done. He joined Intuit in , and works closely with accountants and ProAdvisors, bringing to life the ProAdvisor member benefits within the QuickBooks Online Accountant experience so that ProAdvisors can better serve their clients as trusted advisors and grow their practice.

Randi Sorenson has been a business and accounting consultant for more than 20 years. She works with small- to mid-sized businesses, setting up accounting and point of sale departments. She develops policies and procedural systems so that clients can manage their business finances on their own or with a staff.

Her past experience as a controller for a large Mortgage Banking firm has ensured that she knows what it takes to run an accounting department. Randy Johnston has 39 years of management and technology consulting experience, and has been a top rated speaker in the technology industry for more than 40 years.

He writes a monthly column for CPA Practice Advisor, and has written for other accounting and technology publications, including the Journal of Accountancy. In addition, he is a college instructor, has authored numerous books and owns multiple businesses. In his free time, he enjoys theatre, travel, golf, skiing, snorkeling and model trains. As a previous small business owner, Ray is passionate about the success of small businesses and understands the value of having an accountant.

As part of the ProAdvisor product management team, Ray is dedicated to connecting small businesses and accounting professionals through the Find-a-ProAdvisor directory.

Ray is excited for the launch of the new directory and seeing the benefits it brings to both the small business and ProAdvisors. She offers clients expertise in accounting processes, including compilations, payroll accounting, accounts payable and receivable, month-end processes, procedures, and review.

She has also presented QuickBooks Online training for accounting professionals for Intuit Academy in both live seminar and webinar formats.

Rene J. For more than 30 years, he has regularly worked with clients, both domestic and international, regarding business consulting matters, private equity matters, mergers and acquisitions, business valuation, and litigation support. Rene is bilingual and is fluent in English and Spanish. Rhett Molitor is a cofounder at Basis Accounting, which provides cloud-based outsourced accounting and bookkeeping services for e-commerce, software and technology, and professional services businesses across the United States.

Rhett is a graduate of Chapman University in Southern California, and was a practicing CPA before transitioning into the software industry for over a decade. A 40 under 40 honoree by The CPA Technology Advisor, Rhett enjoys working with dynamics teams and introducing new technologies into accounting and operations workflows.

Hands-on in all areas of marketing and communications, Rhonda has a passion for developing the right strategies to build brand awareness, drive new business and enhance the client experience, while keeping an eye on ROI and current trends in the marketplace. Her career in marketing and business development has spanned more than 20 years. Part forward-thinking problem-solver, part technically-minded marketer, and part space enthusiast, Intellectual Handyman Richard Roppa-Roberts believes that the key to a better world lies in working collaboratively to grow.

Richard is a highly-sought-after business and solutions coach at the helm of Quasar Cowboy, a strategic consulting firm dedicated to helping accounting and bookkeeping firms in their reach for and grasp of the stars. Rob Nixon has 22 years of experience as an advisor to accountants, with clients in over 30 countries.

He is a seven-year veteran in the professional tax and accounting profession and has a great passion for helping small businesses thrive. Having owned a small business, he understands the heartaches, the triumphs and the attention it takes to operate one.

In his current role, he speaks with hundreds of entrepreneurs weekly and enjoys sharing insights that he’s collected from some of the most successful cloud-based firms. Robert J. He is a sought-after speaker for Accounting and Technology conferences nationwide, and is actively involved in moving the accounting industry forward through advancements in technology.

The Small Business Influencer Awards honor those who are influential to small businesses in North America through the products, services, knowledge, information or support they provide to the small business market. Robert Gallagher is a tax researcher on the Intuit team responsible for sales tax calculation and filing inside QuickBooks, a part of the Small Business and Self Employed Group.

Enterprise Diamond is compatible with, but does not include hosting. Hosting sold separately. Enterprise Diamond is a subscription and is only available on a monthly payment plan with no annual commitment. Each month, your account will be automatically charged the agreed-upon price unless and until you cancel. Cancel at any time by calling Intuit at , prior to your monthly renewal date.

When you cancel, you will have access to Enterprise Diamond for the remainder of the month for which you have already paid. The following month, you will no longer have access to the product or any of its connected services. We will authorize your card to ensure prompt order processing, resulting in a temporary hold on your account.

Automatic QuickBooks product updates:. Active QuickBooks Desktop Enterprise subscription members receive new versions of our products, along with updates to your current version, when and if released within 12 months of QuickBooks Desktop Enterprise purchase date or subscription renewal date.

Online backup and data protection:. Requires internet access for backup, restore and setup changes and comes bundled with Enterprise as well as Pro Standard, Premier Standard, Pro Plus, and Premier Plus subscriptions.

Entire PC is limited to GB total storage which includes up to the last 45 days of successful back-ups. Data encrypted using AES bit encryption. Backup can only occur if Intuit Data Protect is correctly set up by user and should only be set up on a single computer. Latest available version of Intuit Data Protect for your version of QuickBooks is required to ensure proper functioning.

Not intended as a file transfer, remote access solution for your QuickBooks file. Hours exclude occasional downtime due to system and server maintenance, company events, observed U. Holidays and events beyond our control. Subject to change at any time without notice.

In some cases, including but not limited to the damage being extensive, non-recoverable or involving a large Data File, service can result in longer than average turnaround times. Data Services will contact you with expected completion date. For customers using a hosting service, check with the hosting provider for backup and sync options they offer.

For QuickBooks Online: data access is subject to Internet or cellular provider network availability and occasional downtime due to events beyond our control. Access to messaging with live experts or call back features requires a QuickBooks Care Plan, and internet connection. Care plan is included with Standard, Plus and Enterprise subscriptions. Training: Online access to training is included with each QuickBooks Desktop Enterprise subscription.

The Cloud access service is a monthly subscription. Each month, your account will be automatically charged the agreed-upon price of the service unless and until you cancel. When a customer calls to cancel, it is canceled and refunded at the date through the end of the current billing period. If you choose to purchase a QuickBooks Desktop Enterprise subscription using the Monthly Payment Plan or QuickBooks Desktop Enterprise with cloud access, you elect to pay your annual subscription in equal payments over the course of 12 months.

Purchasing an annual subscription for QuickBooks Desktop Enterprise commits you to a 12 month term. You must pay for all 12 months of the subscription in full based on the then current rate of QuickBooks Desktop Enterprise.

However, if you choose to cancel after the first 60 days and prior to the end of month 12 you will be subject to a termination fee equal to the amount of monthly payments left on your annual subscription. For purpose of clarity, if you pay for 6 months and have 6 months remaining on your annual subscription, which starts at date of enrollment, you will be charged a termination fee equal to the then current monthly fee of QuickBooks Desktop Enterprise multiplied by 6 months remaining months left on annual subscription.

Right Networks performs backups of all cloud access data on a nightly basis and retains the back-ups for a rolling day period in a protected offsite facility as an additional level of protection. Customers are responsible for verifying the integrity of the hosted data at least every 90 days. Right Networks employs Snapshot technology to backup customer data.

Snapshots are taken daily and then replicated to another physical Right Networks facility for Disaster Recovery. However, availability can vary, is subject to occasional downtime and may change without notice. Right Networks encrypts all backup files and backup tapes. Virtual desktop connections are protected via TLS with a minimum of bit encryption and authentication.

Each customer has a unique Right Networks virtual desktop. Access to each QuickBooks company file is controlled at multiple layers including file access permissions. Access is locked out after multiple failed login attempts for the same user.

Security features, functionality and access are subject to change without notice as deemed necessary by Right Networks. Availability can vary and are subject to occasional downtime and may change without notice. Right Networks may offer third party software, separate terms and fees may apply.

Internet connectivity required : Desktop Enterprise with cloud access is subject to availability of a reliable Internet connection. See detailed list of systems requirements , and a list of what RDP clients work with the hosting service here.

Additional fees may apply. Requires certain hardware. Requires an internet connection. Advanced Pricing is included in the Platinum and Diamond subscriptions only. Advanced Inventory is included in the Platinum and Diamond subscriptions only.

Mobile barcode scanning and barcode label prices: Only available in the Advanced Inventory module. Alternate vendors center and alternate vendor reports: is included in the Platinum and Diamond subscriptions only. Barcode scanners: Sold separately for use with Advanced Inventory. Cycle count: Only available in Advanced Inventory module. Bin location tracking: Only available in Advanced Inventory module.

Express Pick-Pack: is included in the Platinum and Diamond subscriptions only. Landed Cost: is included in the Platinum and Diamond subscriptions only. Apps integration: Enterprise integrates with more than apps to customize your experience. Some apps may be available from third parties. Consolidating reports from multiple company files: Company files must all be on the same version of QuickBooks Desktop Enterprise. Requires Office — , or Microsoft 32 and 64 bit.

Customized financial reports with Intuit Statement Writer: Requires Office — , or Microsoft 32 and 64 bit. Data file optimization reduces your file size by removing audit trail of historic transactions and a few tables from the database that are not used or needed by the company file.

Record level permissions only available in Customer, Employee, and Vendor Centers. Data recovery: In some cases, including but not limited to the damage being extensive, non-recoverable or involving a large Data File, service can result in longer than average turnaround times. E-commerce integration : Requires an active and current version subscription of QuickBooks Pro Plus, Premier Plus or Enterprise and a separate Webgility e-commerce account subscription.

E-commerce integration subscription will be billed directly from Webgility. Your Webgility account will automatically be charged the package price on a monthly or annual basis, starting at sign up, until you cancel. To cancel your e-commerce subscription at any time, log into your Webgility account customer portal or contact Webgility customer success team at customersuccess webgility.

Your cancellation will become effective at the end of the monthly billing period and your subscription will terminate at that time.

You will not receive a prorated refund; your access and subscription benefits will continue for the remainder of the billing period. Cancellation or termination of QuickBooks will not automatically cancel your Webgility subscription.

Fees apply for additional users. If you end your Enterprise Full Service Plan and want to maintain your Intuit Field Service Management, please call us to ensure no service interruption. Data network connection required for the field tech online functionality. Requires Internet access. Unit of Measure feature not included in the Retail edition. List capacity: QuickBooks Enterprise allows you to add up to 1 million names e.

Some performance degradation is likely as your lists approach these size thresholds. Multi-currency capability: Service provided by Wall Street on Demand. Internet access required. Multiple monitor use: Up to 3 monitors supported. Not available in a hosted environment. Requires internet connection. Works only with expense receipts, not inventory item receipts.

User licenses: Each unique user requires a license. Each license sold separately. All copies of QuickBooks must be the same version-year. Licenses are available in single-user increments from 1 to 10 users. Diamond can support up to 40 users. Fees apply.

Working in two company files at once: Some functionality may be limited when running two files at once. Membership in Priority Circle and its benefits are available only to customers located in the 50 United States, including DC, who have an active, paid subscription to QuickBooks Desktop Enterprise. Eligibility criteria may apply to certain products. When customers no longer have an active, paid subscription, they will not be eligible to receive benefits. Support hours exclude occasional downtime due to system and server maintenance, company events, observed U.

Intuit reserves the right to change these hours without notice. QuickBooks Online Advanced requires a persistent internet connection a high-speed connection is recommended and a computer with a supported Internet browser or a mobile phone with a supported operating system see System Requirements. Network fees may apply. Subscriptions will be charged to your credit card through your account. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser.

QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Product registration required. Allows up to 10 active custom fields, available in Sales forms and Purchase Orders only. Accept credit card payments right in QuickBooks : QuickBooks Payments account subject to eligibility criteria, credit and application approval.

Access to features above may require download of the latest QuickBooks update. The e-Invoicing feature is included with QuickBooks Payments, which is an optional fee-based service. For next day deposits , credit card payments processed before PM PT usually arrive at your bank the next business day excluding weekends and holidays. Deposit times may vary for other payment methods, third party delays or risk reviews.

Instant Deposit is an additional service offered by QuickBooks Payments subject to eligibility criteria and daily maximum limit. A debit card is required to set up. Payments are sent to the bank account linked to an eligible debit card usually up to 30 minutes. You can request available funds 24 hours a day, 7 days a week. To get your money on the same day, payments must be received in your QuickBooks account before 3 PM PT on a banking business day and instant deposit requests must be made before 3 PM PT.

If payment is received after 3 PM PT, funds will be available for instant deposit request until 3 PM the following banking business day. Otherwise, payments will be processed at the normal speed. Deposit timing may vary for third party delays.

Terms, conditions, features, service and support options are subject to change without notice. Standard Enhanced Payroll subscription fees apply when adding to Enterprise Silver. Enhanced Payroll included in Enterprise Gold or Platinum does charge additional monthly per employee fees, additional fees may apply when paying contractors by direct deposit.

Enhanced Payroll does not limit the number of payrolls scheduled per month. Check stock sold separately. Plus sales tax where applicable. QuickBooks Desktop Payroll requires a supported version of QuickBooks Desktop Enterprise updated to the most current maintenance release. QuickBooks Desktop Enterprise supports over , employees, customers, vendors and other names combined.

However, performance may slow when processing files containing more than employees. QuickBooks Time Elite time tracking: time tracking is included in the base subscription for Enterprise Diamond.

Per-employee monthly fees apply. GPS points can be pulled at clock in and clock out, opening the app, switching job codes, and while on the clock. GPS points are not stored when employees are on a break, clocked out, or signed out of the app. The Salesforce CRM connector subscription supports one company file per subscription; limited to one subscription purchased from Intuit.

Your account on file will automatically be charged the then current list price on a monthly basis, starting at sign up, until you cancel. Various setup packages are available. Pricing varies depending on the setup package chosen. For setup pricing, to purchase additional subscriptions, or for general DBSync billing questions, call or email support-intuit mydbsync.

 

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Compensation may impact the order of which offers appear on page, but our editorial opinions and ratings are not influenced by compensation. Mark Wickersham is known as the most sought after profit improvement expert in the accounting community. QuickBooks Enterprise Features. Carl meets with small firms to understand their issues, and represents these firms from an advocacy and firm development perspective.