Quickbooks users out there, I'm wondering if you can help. I use QB's on about a half-dozen clients, but am not a heavy user by any means. I'll help new clients get setup, or fix their messups, etc. So here's the question: I'm currently using the 2007 Pro version, and wondering if there are big advantages to upgrading to the 2009 Accountant's version. Does that extra $200 buy me some big advantages? Thanks.
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Quickbooks - Accountants Edition
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I've used both and just go with Pro. The main difference I noticed was in reporting. The Accts version had some canned reports. You can get the same information in the same format if you're good at using the Filter and Sort functions in Pro.
That said, they may have added some other features. I thought it was a waste of money. I also got no value out of participating in their ProAdvisor program. Seemed to be just a way of charging me to promote their products.
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I agree with BHoffman. If you want to upgrade to 2009 Pro I just received an email from OfficeMax.
If you have an Office Max and a MaxPerks there is an Exclusive - 2 Days only sale. If this link flows correctly it's on sale for $99.99 and if you have a MaxPerks enter promo code MPQB1 and you'll save another $70 for a cost of $29.99.
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2009 QuickBooks
The 2009 version had a number of serious bugs, especially related to online banking and downloading the information into QB. There has been at least one major patch and maybe a couple more to fix these issues. I am a ProAdvisor and have yet to even load the 2009 version as I have no clients using it and always prefer to wait until the major problems are worked out before loading.
I will agree that you can do the job with Pro and if all your clients are still on the 2007 version there is probably no need to upgrade. However, a big advantage of the Premier Accountant Edition is when you have some clients using Pro and others using one of the Premier versions. There is an option to "toggle" to another edition with the Accountant's version which will let you switch to any version and see the exact version a client has. That can be pretty helpful when you are trying to help someone on the phone and have a copy of their company file on your computer. You can switch to their version and walk them through all the same screens. The Financial Statement Designer used to come with the Accountant version, but now Intuit makes you pay extra if you want to use that function.
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I agree the toggle feature is useful. I also believe that you can set cutoff dates on the backup copy for the accountant so you can work on the file while the client still works on theirs. I never use it though Just go through logmein if the customer allows it or have them bring the backup file and return it to them in a day.
Link below on the differences.... not many.
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Accoutants Premier
I like the Accountant QB Premier. If you do a lot with Journal Entries (cleaning up the client trial balance), you will like Premier much better. You can view all JE's and select which one to edit. I know QB Pro never did this and I'm not sure but I don't think it does now.
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Some more advantages of Premier Accountant:
One was mentioned already: The accountant's copy. If you don't use remote access it comes in real handy. Client sets cut off date and can work on everything after this date, accountant can work on everything before this date, even do bank rec's. Then the accontant's copy is integrated with the file.
In 2009, which I don't use yet, they have an amazing tool called "Client Data Review". After the second year (you need to have beginning balances first) you get a list of all the mess ups the client has created and, from that list, can quick zoom to fix.
However, I totally agree with the more than annoying marketing of Intuit and how they use us to promote their products. Unfortunately I also use ProSeries from them and this year, they have totally cut off (or is it just me who cannot find it) any intelligent support or up to date training. Now, I seriously consider to switch.
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