Integrated inventory management lets you manage items right within QuickBooks. Up to 1 million list items can handle customer and vendor lists. Get reports built just for retailers, like Gross Margin by Inventory Item, Monthly Sales by Customer, Sales Graph, Purchase Volume by Vendor, and Vendor Returns Detail. QuickBooks Enterprise for Manufacturing and Wholesale helps you keep track of goods coming, going, and in production. Get reports built just for manufacturing & wholesale businesses, like Inventory Valuation Summary, Inventory Stock Status by Item, and Assembly Shortage by Item. Have multiple users access the same QuickBooks company file at the same time such as a business user and a CPA.

  • Do more with advanced features like quantity discounts, manufacturer markdowns, scheduled promotions, and price changes by class.
  • HostDocket is a team of accounting expert and Intuit Certified QuickBooks® ProAdvisors® for certain Intuit® products.
  • In this blog we will discuss the process how to convert your QuickBooks Desktop file to QuickBooks Online through three very easy steps.
  • Discounts already given for early payments are converted as credit memos and applied to the customer’s outstanding balance.
  • HostDocket doesn’t claim itself to be the official representative of any of the logos, trademark and brand names of Intuit QuickBooks.

Alternatives Looking for a different set of features or lower price point? Check out these alternative options for popular software solutions.


This is great for business owners on the go or with multiple business locations. Host Merchant Services is a registered ISO of Wells Fargo Bank, N.A., Concord, CA. High-risk merchant services provided through Electronic Merchant Systems . In short, if you wish to continue using QuickBooks’ add-on services, you must upgrade to the latest QuickBooks Desktop version.

quick books desktop

Here’s a breakdown of how each program’s specific features compare. Both QuickBooks Online and QuickBooks Desktop offer a large number of features.

Quickbooks Online Vs Desktop: Expert Opinion

Go to “Files” then “Utilities” and then “Copy Company Files” for QuickBooks online. This process will help in creating a new QuickBooks file which is well-suited with the file extension “OE.qbw“. QuickBooks Online is being used by small and medium businesses all across the globe. Users can access QuickBooks anytime from anywhere making business operations lot easier.

QuickBooks Desktop is a one-time purchase accounting software to be installed on your office desktop computer. Track products, cost of goods, and receive notifications when inventory is low. If this is the first time you have ever connected your QuickBooks Desktop to Kindful, a QuickBooks Application Certificate dialog should appear. Please choose “Yes, whenever this QuickBooks company Quickbooks Online file is open” or “Yes, always” and click continue. After the first two steps are completed you can easily import QuickBooks Desktop file to the online version through Internet Explorer. In case, there are any issues when you try to “Verify Data” you will be asked to “Rebuild Data“. Once you are done rebuilding the data, verify it again to see if the issue is resolved or not.

Look for a QuickBooks ProAdvisor who can convert to 180 days of subscription. Once the importing of data is completed you will get a confirmation mail. Now choose the “File” you want to import and then wait for the importing process to complete. You can easily compare reports from current year to previous year. In September financial accounting 2016, Intuit released QuickBooks 2017 with several improvements like automated reports, smart search and improved viewing of report filters among other things. What we’re trying to say is that Enterprise has features galore. If what you’ve read sounds like it suits your needs, then QuickBooks Desktop Pro is a great option.

Additional services Optimize the value of your Buildertrend account with additional tools and resources. Support & training Get personalized, friendly service whenever you need it. Mobile app Keep tabs on your crew, business, financials and more from the palm of your hand. Integrations Tools that seamlessly integrate with your favorite business applications.

You can purchase additional user seats, but larger companies may be better served with more customization for the areas that each user is permitted to access. With QuickBooks Enterprise Solutions you have the option to have up to 30 users with lots of customized settings for each. QuickBooks Online ensures that all your data is backed up and you have immediate access to the latest updates and features. More so, you can integrate QuickBooks Online with over 300 apps you’ve been already using. According to a survey, 3489 companies are using QuickBooks online presently, from which, maximum are based in the United States.

quick books desktop

QuickBooks Desktop is better for small to large-sized businesses that have complex accounting needs and require more customizable features. QuickBooks Online’s customer payroll service is slightly better in that you at least don’t have to pay extra for support, but Intuit’s products could still be improved where customer service is concerned.

QuickBooks Online currently doesn’t have a way to mark a sale as “Pending.” Pending transactions from the Desktop data file are NOT converted to QuickBooks Online. Although, QuickBooks Online Essentials and Plus have the Delayed Charge form, which is a non-posting sales transaction. All “other” names in your Desktop data file are converted as ‘Suppliers’. Multi-currency is only available in QuickBooks Online Plus and imports to Online. However, there are certain ways to create transactions in Desktop that are not supported by Online. Transactions with three different currency types do not convert to Online at this time. QuickBooks Online allows you to memorize reports, but none of the reports you memorized in QuickBooks Desktop are converted.

Posted by: Ingrid Lunden

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