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Product & Sales Guide 2005QuickBooks Product &Sales Guide forAffiliates

Table of ContentsQuickBooks 2005 Financial SoftwareQuickBooks: Online EditionQuickBooks: Simple Start EditionQuickBooks: BasicQuickBooks: ProQuickBooks: Pro for MacQuickBooks: PremierQuickBooks Enterprise SolutionsIndustry-specific Editions ofQuickBooks: Premier andQuickBooks Enterprise SolutionsAccountant EditionContractor EditionManufacturing & Wholesale EditionNonprofit EditionProfessional Services EditionRetail Edition101112131415Retail Management SoftwareQuickBooks Point of Sale16Customer Management SoftwareQuickBooks Customer Manager18Supplies, Forms and Checks234567819

How to use this GuideThis QuickBooks Product Guide for Affiliates is designed to help youbetter understand the many QuickBooks products and services, availableto you and your clients.WHAT’S INCLUDEDThe Guide provides summary information on each of the QuickBooksproducts available for your clients. The guide can also be used asmarketing colleteral for email and product specific mailings.

QuickBooks: Online EditionWEB-BASED FINANCIAL MANAGEMENT FOR MULTIPLE USERS AND LOCATIONS 19.95/moOnly 15.95/mo(after discount—includes support)QuickBooks: Online Edition is right for those who need to connect multiple usersand locations to their business finances—anytime, anywhere and is right foraccounting professionals providing outsourced bookkeeping services.NEW and improved for 2005:New! Prepare estimates for customerproposals.New! Easier-to-use navigation.QUICKBOOKS: ONLINE EDITION AWARDSAnytime, anywhere access for you6You can access your finances from anyInternet-connected PC.2004 QuickBooks: Online EditionUser Survey results —“4 out of 5 accountants whouse QuickBooks: Online Edition wouldrecommend it to their business colleagues.”Accounting Today:Top 100 Products:QuickBooks Online EditionUp to 20 people can use itsimultaneously.The perfect solution for those who:Get more control with an always-on Activity Logand Audit TrailWant to work on their finances frommultiple locations.Have multiple users who need to access the books.Need access to their books while traveling.Value the ability to work from home.Reliable, on-demand accountingFinancial data is backed up automatically every day.Data is protected at Intuit’s Data Center with physical and electronic guards.Product support is included at no extra charge.“QuickBooks: Online Edition is wonderful. I have multiple offices and I canmanage my accounts from anywhere. My accountant can also access my bookswithout having to come to my office.”— CHETAN TEMKAR, PRESIDENT, CVP TECHNOLOGIES2

THE SIMPLEST WAY TO GET STARTED MANAGING SALES, EXPENSESAND CUSTOMERS 99.95Only 79.95(after discount)new!QuickBooks: Simple Start EditionQuickBooks: Simple Start Edition is designed for new businesses or small“manual-method” businesses who need simple to use financial software.Simple Start features the ability to:Automatically track sales andexpenses to help you keep completeand accurate records for taxes.Generate reports to show preciselywhere the business stands.Use simple tools for income andexpenses—print checks, pay bills,track customer payments, andgenerate sales receipts and invoices.Organize all your business, customerand vendor information in one place.Manage your business anytime,anywhere6 with Simple Start OnlineEdition if web based access ispreferred.Primary Simple Start NavigatorPlus, 100 free checks and 30 days of support included with purchase.34It’s simple to get started—or get your money back.Get a refund of the purchase price when you return the product within 60 days.2 editions available:QuickBooks: Simple Start is available in a desktop and online edition. Both platformsinclude nearly the same features. The decision primarily comes down to preference.Important notes:QuickBooks: Simple Start Edition is only for new-to-QuickBooks users. It does notimport data from existing QuickBooks users.QuickBooks: Simple Start Edition does not process payroll, track accounts payable,inventory, purchase orders or do online banking.3

QuickBooks: Basic 2005BASIC FINANCIAL MANAGEMENT TOOLS 199.95 UpgradeOnly 79.95(after discountand mail-in rebate) 199.95 New UserOnly 179.95(after discount)QuickBooks: Basic 2005 is right for those who need basic check printing, billpaying and expense tracking; value the ability to organize data in one place; andwould benefit from learning tools and in-product help.Valuable features include:Learning Center to increase yourconfidence with QuickBooks.Manage customer paymentsmore quickly, including over andunderpayments.Use the Report Navigator toinstantly find and generate reports,financial statements, sales reports, andmore.Manage payroll and directdeposit with new state form updates(additional fees apply).16Easy-to-use Help features.New Report Navigator makes it easier to find theright reportEnter multiple downloadedtransactions from banks or credit cardsin just a few clicks.Easily pay bills, print checks, and track expenses.Easily create invoices, track payments and manage sales taxes.Easily reconcile and “undo” a reconciliation.Centralize tax information for you.New Business Checklist with key forms/resources.“I found information about my company that I never knew existed. The ReportNavigator is a really slick new tool in QuickBooks. In plain English I foundreport descriptions that helped me learn more about my company’s financialsituation. It just took a click to get the report.”4

QuickBooks: Pro 2005ADVANCED FINANCIAL MANAGEMENT TOOLS 299.95 UpgradeOnly 154.95(after discount andmail-in rebate) 299.95 New UserOnly 254.95(after discount) 749.95 5-user UpgradeOnly 449.95(after discountand mail-in rebate) 749.95 5-userOnly 599.95(after discount)QuickBooks: Pro 2005 is right for those who have more advanced needs or wouldlike to provide simultaneous access to more than one user. Includes all the featuresin QuickBooks: Basic, plus advanced tools and customization options.How Pro is different from Basic:QuickBooks: Pro 2005 includeseverything found in Basic, plus moreadvanced features such as:Easily create and printletters/envelopes in Microsoft Word.30Print packing slips andshipping labels from FedEx andUPS.19Easily transfer data to and fromMicrosoft Excel.31E-mail forms & reports as PDFs.6Manage customer payments more easilyAdd up to 5 simultaneous users (with purchase of additional licenses).Easily customize and choose professional designs for forms.Customize prices with up to 100 price levels.Manage loans easily.QUICKBOOKS: PRO 2005 AWARDSTrack employee time and job costs.Create estimates.Automatically create a budget.Project cash flow.Excellence in Technology Award,Accounting/Finance“QuickBooks 2005 is clearly the fastest and easiest way to accurately write andcustomize one or many mail merge letters, emails and faxes. You can write toanyone in your QuickBooks file and merge in any QuickBooks data, so it reallypays to add names solely for contact management. The new invoice letters areperfect for anyone wanting custom invoices or better client relations.”5

QuickBooks: Pro 2005 for MacADVANCED TOOLS FOR FAST AND EASY FINANCIAL MANAGEMENT TO BOOSTEFFICIENCY AND ACCURACY 299.95 UpgradeOnly 154.95(after discountand mail-in rebate)QuickBooks: Pro 2005 for Mac helps you work the way you want with morecustomizable forms and easier ways for Windows-based accountants to supportQuickBooks for Mac users. And, Pro 2005 takes advantage of more Mac OS Xfeatures, including iCal 39 and .Mac.40Valuable features include: 299.95 New UserOnly 254.95(after discount)Customize forms. You can changefonts or add a background image from aPDF file. You can choose from professionallydesigned images or use your own. Also, selectprinted fields or add status stamps.Share QuickBooks data withWindows41 users, including your accountant.Open QuickBooks for Windows data files(.QBW) and back up files (.QBB).Match menus with QuickBooks forWindows, making it easier for Windows-basedaccountants to support Mac clients.Make list items inactive and sort lists onany column.See cash flow and unbilled hours orexpenses with one click on new reports.Avoid underbilling with automaticalerts of any unbilled hours or expenses wheninvoicing.Customize formsQuickZoom to individual bills andinvoices from Pay Bill and Receive Payment windows.Back up financial data to .Mac.40 You can upload a copy of a QuickBooks file toApple’s .Mac service for extra protection.Add reminders to iCal.39 Now you can post reminders to the Apple iCalapplication to help avoid late payments and meet important deadlines.Easily print checks, pay bills and track expenses.Easily invoice customers, track payments and sales taxes.Create purchase orders and track inventory.Instantly generate reports (Profit and Loss, Balance Sheet and more).Export reports to Microsoft Excel.42Email43 invoices, statements or reports.Payroll (stand-along Top Pay by Aatrix Software, Inc.).44Use time tracking, job costing and estimating tools.Built for Mac OS X (10.2.8 or 10.3.5).Easy upgrade from QuickBooks for Mac, QuickBooks for Windows45 or Quicken for Mac46.6

QuickBooks: Premier 2005COMPREHENSIVE FINANCIAL MANAGEMENT TOOLSQuickBooks: Premier 2005 is right for those who have more complex orspecialized finances, or need to access their books remotely.7 499.95 UpgradeOnly 279.95(after discountand mail-in rebate)QuickBooks: Premier includes all the features of QuickBooks: Basic and Pro 2005,plus additional tools for forward-looking analysis, planning, and growth to helpachieve better results. Specialized tools also allow Premier users to meet morecomplex inventory, accounting, and customer needs. 499.95 New UserOnly 399.95How Premier is different from Pro:(after discount)QuickBooks: Premier includes thefollowing features found only in Premier: 1499.95 5-user UpgradeCreate and customize yourbusiness plan.Only 1049.95(after discountand mail-in rebate) 1499.95 5-user, New UserOnly 1199.95(after discount)QUICKBOOKS: PREMIER 2004 AWARDSUse Expert Analysis22 toolto compare your businesses againstindustry standards.Industry-specific versions ofPremier are available to meet customizedneeds.Set “Per Item” price levelsAccess and use your QuickBooks dataremotely from another location.7Track and manage inventory items and“assemblies”.ALSO AVAILABLE:Create a business plan, including 3-year projectedfinancial statements, which can be used for loanapplications.Stand-alone industry-specificEditions of QuickBooks:PremierAutomatically create an annual forecast.These include ALL the functionalityof the regular QuickBooks:Premier, PLUS navigators, industryspecific reports, Help files, andmore to make QuickBooks eveneasier for your clients in certainindustries.Predict your cash balance with the Cash FlowProjector.Set “Per Item” price levels to match the right priceto the right item.CNET Editors’ Choice —“ the best and most comprehensivesmall-business accounting program outthere ”*Track sales orders for out-of-stock items or otheritems you need to fill—without affecting accountsreceivable.PC Magazine: Editors’ Choice —“ you can’t go wrong buying itfor your small business.”“ an impressive stable of add-ons”“ broad base of third-partydeveloper support is perhapsQuickBooks’ greatest asset.”PC Magazine, March 16, 2004*** Used with permission from CNET Networks, Inc. Copyright 2004. All rights reserved.** PC Magazine Editors’ Choice Award Logo is a registered trademark of Ziff Davis Publishing Holdings Inc. Used under license.Reprinted from PC Magazine, March 16, 2004, with permission. Copyright 2004 Ziff Davis Media Inc. All Rights Reserved.7