How To Use Quicken.Com For A Small Business

Transcription

1 2005 Introducing the latest release of small business accounting solutions from Best Software.

2 2005 WHICH PRODUCT IS RIGHT FOR YOU? 2005 Complete First 2005 And Our Industry-specific Solutions: for Manufacturing 2005 for Distribution Accountants Edition Since its introduction nearly 30 years ago, the line has been a recognized leader in the accounting software market, providing small business owners and their employees with the insight essential to making better business decisions. Designed for small business owners who understand the importance of accounting in managing their business and achieving their goals, the line includes a solution for virtually every need and budget from basic to advanced. From the entry-level simplicity of First to the powerful features of Premium, 2005 products help you get the insight behind your numbers. The Helpful Support You Deserve! All products offer multiple Help options in several forms so you can quickly answer questions and resolve issues. A Guided Tour walks you through key elements of using. Over 20 Instructional demos make it easy to learn key tasks and processes. An interactive How Do I? feature answers specific questions on using. Our online Knowledge Center lets you search through selected questions and answers We offer a variety of Customer Support plans 1, and our support center is SCP-certified as meeting or exceeding industry standards for customer satisfaction and responsiveness. And all first-time customers get 30 days of free support upon registration! Features and Services 1 STANDARD ACCOUNTING 2 For multi-user access you must purchase one box per user. For 3 or more users, for the best value, purchase the Complete Value Pack or Premium 3 Requires Microsoft Outlook 2000, 2002 or 2003; Outlook Express 5 or 6; or other MAPI compliant programs. Premium Multi-user Option 2 4 Additional fees may be required. See or call for more details. 5 Available with 2004 & 2005 products. Not available with First. Additional fees apply. Subject to approval. Internet access and credit card required. 6 Subject to approval. 7 Additional fees, Internet access and credit card required. Complete First Multi-user Option 2 Single User Single User Quicken Only Easy Start-up & Use: Conversion from QuickBooks 2002,2003, 2004, and Quicken Bill Payment Invoicing & Customer Statements Purchasing Item Tracking Bank Reconciliation Account Register Customizable Reports Financial Statements customizable customizable customizable Purchase Orders 3 Forms, Reports & Financial Statements Inventory: Assemblies, Average/LIFO/FIFO Costing Methods, Back Orders Advanced In-depth Basic Payroll Solutions 4 : Integrated Full-Service Payroll 5 or In-House Payroll with the Payroll Tax Update Service 1 and Direct Deposit Service 6, 7 available Job/Project Tracking Today - Business Resource Center Alerts for Monitoring Business Operations Password Security Screen Level Screen Level Module Level BUSINESS MANAGEMENT TOOLS Credit Card Authorization & Processing 6, 7 Contact Management with ACT Integration Does not work with version 5 or earlier. Internet access required. Included Included Included Included Secure Online Data Backup 7 Advanced Shipping Tools through integration with UPS 9 Secure Remote Data Access to Your Key Data 7 Advanced Reporting with Crystal Reports Microsoft Excel and Word 8 Integration Web site Tools ADVANCED ACCOUNTING Advanced Inventory: Master and sub items Advanced Job Costing: Phase/Cost level 10 Customizable Item Pricing Levels Global Price Changes Auto Creation of Purchase Orders Time & Billing - Time and expense tracking, Multiple Billing Rates Audit Trail Fixed Assets 10 - FAS for tracks up to 200 assets 11 EXPANDED INSIGHT TOOLS Archive Company Data Departmentalized Financial Statements Serialized Inventory Company Consolidation Wizard Extended Budgeting - track 3 years Employee Compensation History Crystal Reports for Included 8 Requires Microsoft Word 2000, 2002 or 2003 and Microsoft Excel 2000, 2002 or UPS functionality subject to UPS terms and conditions. Internet access required. 10Regulatory compliance requires paid subscription. 11Additional fees apply for more than 200 assets.

3 PREMIUM ADVANCED Premium Complete $ Suggested Retail Price $ Suggested Retail Price Premium is our most comprehensive business management solution! Premium provides powerful functionality to meet the needs of your growing business, such as consolidated company reports, the ability to archive company data and serialized inventory tracking. It s the software solution for today s forward-thinking small business owners who want the best tools available to help them succeed. Multi-user Option 1 Crystal Reports for Archive Company Data Departmentalized Financials Serialized Inventory Tracking Expanded Budgeting Consolidated Company Financials Employee Raise/Compensation Tracking 140+ Customizable Reports Plus all the features found in Complete Premium $ Suggested Retail Price The Premium Multi-User Value Pack is designed for small businesses with up to 5 users. 1 For multi-user access, you must purchase one box per user. For 3 or more users, for the best value, purchase the Premium Value Pack (no more than 5 users). Assign serial numbers to specific inventory pieces and maintain detailed records for tracking, recall and warranty purposes.this feature also allows you to track the actual cost of each serialized item for a more accurate profit measure! Complete is packed with advanced multi-user 1 ready features to help you get the insight behind your numbers and manage your business more effectively. Complete offers all of our standard features as well as time & billing, fixed assets 2, and advanced inventory management, making it an even more powerful solution that offers you greater business insight. Multi-user Option 1 Screen-level Password Security Audit Trails In-Depth Inventory Job Costing Automatic Creation of Purchase Orders Integration with UPS 3 Fixed Assets 2 Track up to 200 Assets 125+ Customizable Reports Plus all the features found in Complete $ Suggested Retail Price The Complete Value Pack is designed for small businesses with up to 5 users. 1 For multi-user access, you must purchase one box per user. For 3 or more users, for the best value, purchase the Complete Value Pack (no more than 5 users). 2 Regulatory compliance requires paid subscription. Additional fees apply for more than 200 assets. 3 UPS functionality subject to UPS terms and conditions. Internet access required. Establish Master items in inventory and assign different attributes (size, color) and creates the sub-items for you. Use the powerful job costing features in Complete to project costs, so you can tell whether or not a job will be profitable.

4 STANDARD BASIC $ Suggested Retail Price is a standard entry-level accounting solution, loaded with user-friendly core accounting tools that are enhanced by valuable features like basic inventory, payroll 1 and several helpful business analysis tools to help you easily manage your business and make better decisions. Quicken and QuickBooks Conversion Payroll Solutions 1 Direct Deposit 2 Customizable Invoices & Statements Basic Inventory Sales Orders and Purchase Orders Quotes/Estimates Works with Microsoft Excel and Word 3 Financial Analysis 100+ Customizable Reports 1 Additional fees may be required. See or call for more details. 2 Subject to approval. Additional fees, Internet Access and Credit Card required 3 Requires Microsoft Word 2000, 2002 or 2003 and Microsoft Excel 2000, 2002 or makes it easy to create Purchase Orders and even displays your current balance with each respective vendor right on the screen! If you prefer an in-house payroll solution, just use the Payroll Setup Wizard to establish your vacation, sick time and 401(k). Process employee wages using hourly, salaried and tipped formats, and use up to 20 pay levels. Or if you prefer a full service payroll solution, see details on First 2005 $99.99 Suggested Retail Price Ideal for small service-based businesses switching from a manual or personal finance-based system. First provides easy start-up and use, allowing you to automate your billing and payments with ease. First is the entry-level solution to help you get the best results for your small business. Check Writing Bill Paying Invoicing Purchasing Item Tracking 35+ Customizable Reports Bank Reconciliation General Ledger Quicken Conversion Quickly understand the health of your business with the Financial Manager. Review a summary of ratios such as Cost of Sales, Profit Margins and more! Pre-printed forms with custom logos available from Business Checks and Forms for an additional fee.

5 ACCOUNTANTS EDITION MANUFACTURING 2005 Accountants Edition Premium Accountants Edition is the powerful, multi-user 1 ready accounting solution accountants need to service their clients more effectively and efficiently.along with being able to create, open, modify and save client files from any member of the 2005 line, accountants can also easily handle complex tasks such as company consolidation, compensation management and comprehensive budgeting. Crystal Reports for is included to offer even greater analysis. Premium Accountants Edition allows you to: Create and modify client files in any 2005 format. Review client entries via journal reports. Easily restore client backups. The ability to select client journal entries to be automatically reversed. Consolidate and departmentalize company financials Accountants Edition $ Suggested Retail Price The Premium Accountants Edition is designed for small businesses with up to 5 users. 1 For multi-user access, you must purchase one box per user. For 3 or more users, for the best value, purchase the Premium Accountants Edition For Manufacturing 2005 Whether you re a small job shop or a larger make-to-stock manufacturer, you rely on many of the same core features; inventory management; bill of materials; purchase and sales orders; planning, and analysis of all of the above to achieve your short and long-term goals.with Premium for Manufacturing 2005, you get powerful yet flexible tools designed specifically to help you meet these and other challenges involved with your manufacturing operations. Premium for Manufacturing 2005 is multi-user 1 ready. In addition to all of the powerful functionality offered in Premium, Premium for Manufacturing 2005 also offers the following manufacturing features: Enhanced BOM Management Creation and Tracking of Work Tickets Quantity Price Breaks The Ability to Buy/Sell in Different Units Manufacturing-specific Operational Reports For Manufacturing 2005 $ Suggested Retail Price The Premium For Manufacturing 2005 is designed for small businesses with up to 5 users. 1 For multi-user access, you must purchase one box per user. For 3 or more users, for the best value, purchase the Premium for Manufacturing 2005 In addition to the analysis offered by 145+ customizable reports, Premium for Manufacturing 2005 also includes Crystal Reports for.these reports can help you analyze your operations for a clear picture of how each element of your business is contributing to the bottom line. The following manufacturing-related reports are included: NEW! Item Sales by Customer Report NEW! Purchase Order Number Report NEW! On-Hand Detail Report Production Schedule Report Assembly Planning Report Component Pick List Report Deficient Components List Report Assembly Item UPC / SKU Labels Stock Status by Location Report

6 DISTRIBUTION FAST EASY START-UP for Distribution 2005 Regardless of the size of your distribution operation, many of your basic needs involve these key functions: vendor/supplier management; inventory optimization; planning, and analysis of all of the above to help your business succeed.with Premium for Distribution 2005, you get powerful, flexible tools designed specifically to help you meet these challenges involved with your distribution operation. Premium for Distribution 2005 is multi-user 1 ready. In addition to all of the powerful functionality offered in Premium, Premium for Distribution 2005 also provides several distribution-specific features, including: Quantity Price Breaks The following distribution-related reports are included: NEW! Deficient Components List for Assemblies Report NEW! Production Schedule Report NEW! Assembly Item UPC/ SKU Labels Stock Status by Location Report Item Sales by Customer and Purchase Order Number Report On-Hand Detail Report Assembly Planning Report Component Pick List Report We Make it Easy to Learn! 2005 Resources: The New Company Setup Wizard assists in setting up your company. Helpful Navigation Aids help you quickly perform your daily tasks. First-time customers get 30 days FREE phone support upon registration. A Guided Tour and multiple Help features make it easy to learn. Over 20 instructional demos help you learn key tasks and processes. Today offers hints and shortcuts to speed up your daily tasks. Self-Study Training Guides help you learn at your own pace. To assist in training, our Self-Study Guides contain helpful interactive activities that walk you through tasks in These dynamic learning tools are designed to let you learn Hands-On through exercises using sample company data, without having to worry about making errors that affect your company data! For complete information regarding our Self-Study Guides, please visit: or call Add-On Products & Services Helpful Customer Support 1 Direct Deposit 2 Checks & Forms 1 Credit Card Authorization & Processing 2 Secure Offsite Data Storage 3 Customer & Contact Management 1 Advanced Reporting 1 Secure Remote Data Access 3 Fixed Assets Management 4 Time & Billing Management 1 Internet Postage 3 2 Subject to approval. Additional fees apply. Internet access and credit card required. 3 Additional fees apply. Internet access and credit card required. 4 Regulatory compliance requires paid subscription. Additional fees apply for more than 200 assets. Buy/Sell in Different Units Enhanced Kitting & Assembly Capabilities Customizable Distribution Reports Along with the analysis offered by 145+ customizable reports, Premium for Distribution 2005 also includes Crystal Reports for. Use these reports to compile your financial and operational data for a clear picture of how each element of your business is contributing to the bottom line. for Distribution 2005 Multi-User Value Pack $ Suggested Retail Price The Premium for Distribution 2005 is designed for small businesses with up to 5 users. 1 For multi-user access, you must purchase one box per user. For 3 or more users, for the best value, purchase the Premium for Distribution 2005 Helps Make Payroll Easy! Full-Service Payroll Processing If you prefer to have professionals process your payroll, the Payroll Service SM 1 is an easy-to-use online option. This service offers hassle-free, cost-effective, full-service payroll processing, including: Federal, state, and local tax deposits and filing backed by our Penalty-free Guarantee. 4 Seamless integration of your general journal and job data with. Processing of employee paychecks for printing from your SM 2,3 desktop or choose Direct Deposit. Tax rate compliance with ever-changing payroll tax regulations. W2 processing service. In-House Payroll Processing If you prefer the control and flexibility of processing your own payroll, makes it simple and easy! Simple setup using the Payroll Setup Wizard. Easily establish your vacation, sick time and 401(k) plans. Account for hourly, salaried and tipped employees using up to 20 pay levels. Manually setup and update your tax tables, or use our helpful Payroll Tax Update Service 1 to easily stay updated. Make paydays easier for everyone by adding the Direct Deposit 2,3 service. 2 Subject to approval. 3 Additional Fees, Internet Access and Credit Card required. 4 Best Software will pay any tax penalties for inaccurate or late tax filings as long as the data provided is on time, complete and accurate and your accounts are properly funded. For more information on our Payroll Solutions, visit or call

7 System Requirements Best Software Small Business Certified Consultants Customer registration and acceptance of the license agreement for Software required. IBM Compatible 300 MHz Pentium II computer minimum, IBM Compatible 450 MHz Pentium II or higher recommended. Windows XP SP1,Windows 2000 SP3,Windows Me,Windows 98 SE or Windows NT 4.0 with Service Pack 6a. Product will not operate in a Windows Terminal Server Environment using Windows Terminal Services. 64MB RAM Minimum, 128MB recommended. Display settings of at least High Color (16 bit). SVGA video. 800 x 600 screen resolution with small fonts. CD-ROM Drive. Mouse or compatible pointing device. 110MB-250MB free hard disk space.an additional 55MB free hard disk space is required to install the Guided Tour. Printers supported by Windows XP/2000/Me/98/NT 4.0 Internet Explorer 6.0 required. Microsoft Internet Explorer 6.0 is included on the CD. Requires 70MB (or higher) for installation. Online Services require Internet access. Minimum connection speed depends on service. In-product demos require Macromedia Flash Player. Additional requirements for, Complete and Premium To use Microsoft Excel with products, Excel 2000, 2002 or 2003 is required. To use Microsoft Word with products,word 2000, 2002 or 2003 and Excel 2000, 2002 or 2003 are required. Please refer to Microsoft Excel and Microsoft Word for hardware and memory system requirements. Over 220 independent Certified Consultants offer a wide variety of fee-based localized services.this exclusive group of trained professionals can provide guidance on everything from installing to monthly and year-end processing. Other Services: On-site installation and support services for software, hardware and networks. On-site product training by Certified Consultants. Industry expertise from accountants, bookkeepers or CPAs. Hardware and software sales. To find out more, including how to contact a Certified Consultant near you, please visit Part No. B10501 Additional requirements for Complete and Premium Multi-user optimized for Windows XP/2000/98/NT 4.0 (peer-to-peer network), Windows 2000 Server,Windows Server 2003,Windows Small Business Server 2003,Windows NT 4.0 server or Novell NetWare Network 5.1, 6.0 or 6.5. No more than five users. Additional System Requirements to install Crystal Reports for 2005 must be installed. Windows XP Professional,Windows 2000 Professional,Windows 2000 Server, Windows 2000 Advanced Server,Windows Server 2003,Windows Me,Windows 98 (Second Edition) or Windows NT Workstation 4.0 with Service Pack 6a, Windows NT Server 4.0 with Service Pack 6a. If you are installing Crystal Reports for on a computer running Windows NT,Windows 2000, or Windows XP, you must have Administrator privileges. 60MB free hard disk space; 235MB for full installation.