No! Here We Go Again, Another
Version! Another Upgrade!
DO I or DON’T I? DO I or DON’T I?
Sharon Wolfe, Certified QuickBooks Pro Advisor at
No need unless you need some of the new features (see below), OR have version 6
or below. (We recommend upgrading every other version; the last version was
QuickBooks 99 and prior to that was Version 6.0), so, following our
recommendation if you have Version 6.0, upgrade, if you have Version 99, wait
until next year’s upgrade!
THE DIFFERENCE BETWEEN QuickBooks 2000, QuickBooks Pro2000, and Pro 2000
(see QuickBooks’ chart at the end of this article).
By the way, data from QuickBooks and QuickBooks Pro are interchangeable.
But data from different versions are not backwards compatible.
the difference between a new version upgrade and a Product Upgrade (also called
New versions are the full program, and of course cost money.
Product Upgrades are FREE, and downloadable from www.quickbooks.com. They are routinely available several times a year after the
new version comes out, and they provide (mostly behind the scenes) patches,
enhancements to the software package. Payroll upgrades are a MUST to keep
current with the state/federal tax tables. If you are sharing data files with
your accountant/CPA, you must not only have the save version, but the same
consistent with prior years’ reporting on QuickBooks, QuickBooks 99 = Y2K
More then just another upgrade if you still want to be in business after 2000
Test Site: Testing The:
QuickBooks PRO 6.0
here are our comments on the latest version of QuickBooks and QuickBooks Pro - the details came right off QuickBooks’ web site www.quickbooks.com . As always, the Author’s comments are added.
Contacts Between Microsoft Outlook/Symantec ACT! and QuickBooks Pro - Now
QuickBooks Pro users can synchronize contact information between QuickBooks Pro
and ACT! or Outlook. Any time the small business owner adds or makes a change to
customer information in either program, the new one-click synchronization will
automatically update the changes made, so users save time, and improve accuracy.
COMMENT: We like this feature and have used it with Act!
Postage Service* - Now small business
owners will not need to make any more trips to the post office, wait in line, or
lick stamps. Now QuickBooks users can sign up for a PC postage account with
E-Stamp through QuickBooks. Any class of postage can be printed automatically
from within QuickBooks. With a simple click of a button, users print out postage
and address information stored in QuickBooks on the envelope or label they are
using. * Additional
fees apply and Internet access required. COMMENT:
We still much prefer Stamps.com. See
our prior article comparing the two!
Merchant Account Service*
- Users can easily sign up for a merchant card account online and use
QuickBooks to authorize and settle credit card payments right from within
QuickBooks. QuickBooks offers everything needed to receive traditional or
e-commerce credit card payments or authorize credit card payments online from
within the product. - *
Additional monthly service fee and Internet access required.
COMMENT: This is very convenient,
however, as always, pay attention to the merchant fees; shop around before you
Direct Mail Service* - ELetter is an
innovative direct mail service that lets you easily produce business mailings
like thank you letters, informational post cards, and company brochures.
ELetter's complete mailing service saves you time, cuts mailing costs (savings
of up to 50%), is easy to use, and is conveniently available 24 hours a day, 7
days a week. *
Additional fees apply and Internet access required.
COMMENT: Sounds great; haven’t
Payroll Services - We've
changed the way you do payroll in QuickBooks 2000!* We're now offering two
affordable, integrated online services to meet your payroll needs -- Basic
Payroll, which replaces the former Tax Table Service; and Deluxe Payroll, which
handles your payroll tax filings for you automatically. Without a payroll
service, you'll need to enter payroll taxes manually. *
Additional fees may apply and Internet access required.
COMMENT: It’s only
$6/month (on a credit card only). We love the Basic payroll feature and the ease
of downloading payroll tax table changes. We
downloaded the California State tax change that took effect 4/1/00 for SDI, from
.5% to .7%. Even though we
downloaded it prior to 4/1/00, the program knew not to calculate this change
until any payroll checks dated 4/1/00 and after.
If you want a full payroll service, try the Deluxe.
We have not tried it yet; it
seems pricier than local payroll services, however, it’s well worth the extra
money because of its convenience, linking directly with QuickBooks!
Bar - The new
QuickBooks Navigation Bar provides faster, easier, one-click access to the
features that users most frequently use. QuickBooks users can easily customize
the bar with one click to include the items they need to access most. COMMENT:
This is a big change from prior versions and particularly frustrating to
get used to if you are used to using ICONS in prior versions.
HOWEVER, it certainly organizes tasks in an easy to understand fashion,
and once you have re-learned the layout, is easy to use.
As we all know, changes are usually not welcome unless they make things
QuickBooks users can sort any column in any list, including the Chart of
Accounts list, Customers list, Vendors list, Items list and Employees list, to
immediately find the information they're looking for. It is easier than ever for
users to see at a glance their most overdue customers, their most expensive
items, their lowest inventory items, and more. COMMENT: A really nice feature.
QuickBooks Enhancements from Customer Suggestions - Based
on customer comments from Technical Support interactions and Web and mail-in
suggestions, we've added these enhancements and modifications to make QuickBooks
even easier to use. Some enhancements include:
sales form footers to include subtotal, sales tax, payments/credits and
COMMENT: This is a great new feature; hopefully they will add FREIGHT to this list next upgrade!
State Taxes Detail Report
COMMENT: Provides detail for preparing State Quarterly Reports, hooray!
linking of Refund Checks to Credit Memos
COMMENT: Another nice feature.
sales forms to include account number for customer or vendor
COMMENT: An excellent added feature for those who use account numbers.
account number of Payee on memo field of Write Checks
COMMENT: A welcome addition, in prior versions, the workaround was to type in the account number in a line after the address; this is much better!
character limit of items
COMMENT: Also a great new feature!
memo field on sales tax payments
character limit of Purchase Order fields
COMMENT: EXCELLENT ADDITION!
data entry for rate on sales tax items
COMMENT: Another great new feature.
graphic of check style on setup and print-time dialogs
COMMENT: We like this one!
COMMENT: Finally, we make our Bookkeepers/CPA’s happy.
COMMENT: For those of us who pay many invoices on one check, this allows all invoices paid to be listed on a separate page if the amount of invoices will not fit on the check stub/voucher itself; print it and then just enclose it when you mail the check.
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