![]() ![]() After a customer pays, you can present an air of professionalism with personalized payment receipts.Īs you can see from this QuickBooks Premier review, the software is a solid pick, which is why it made our list of the top accounting software for small businesses. If you’ve done several jobs for a client, you can consolidate multiple invoices into one email so they aren’t overloaded with spam. Getting payments from your customers is easier thanks to automatic payment reminders. Your chart of accounts can also hold up to 10,000 entries, which again, should be ample. For example, contractors can create a jobs-by-vendor report that lets them see what they still owe for materials while nonprofit businesses can create end-of-year donation statements.Īlong with these 150 reports, you’ll also be able to enter up to 14,500 inventory items, which should be more than enough for most businesses. In addition to standard accounting features, such as tracking sales and customer payments, viewing unpaid vendor bills and tracking product costs, Premier Plus also lets you run more than 150 industry-specific reports in the contractor, manufacturing and wholesale, nonprofit, professional services and retail niches. You can add on four additional users―for a total of five―for $300 a user. It costs $549.99 a year but that only includes access for one user. QuickBooks Premier Plus is the midtier desktop accounting plan. While the company has since expanded to online accounting software, many businesses still prefer its desktop solutions. It’s been one of the most popular desktop solutions since 1992. If you use QuickBooks, go to for instructions on how to download your transaction history directly into QuickBooks.QuickBooks is a veteran in the accounting software industry. ![]() You can download Comma Delimited files as Excel Spreadsheets and Tab Delimited files as. Small logs are downloaded immediately and are not saved. We save the last 3 most recently completed, large History Log files. We will email you when your file is ready to be downloaded. Depending on the server load, download logs can take up to 5 business days to generate. When downloading a large History Log, you may experience a delay. All of the columns will be added together and show the total amount in the box under the last fee amount. Go to the top of the spreadsheet and hold the Shift button and then click the first amount in the column.Ĭlick Formulas at the top of the Excel window.Ĭlick AutoSum. (If you uncheck boxes it will allow you to filter out what you do not need.)Ĭlick the box directly below the last fee/ tax/ shipping amount to get the total amount of fees. If you click it there is a drop down with checked boxes. Click the number to highlight the entire row.Ĭlick Data at the top of the Excel window. Here's how to filter an Excel Spreadsheet:Ĭlick the row with all of the subjects ("Date", "Time", "Name", etc.). You can download a report of your transaction activity for up to the past 7 years into PDF, Quicken, QuickBooks, or as a CSV or TAB file. When the report is ready, click Download. ![]() Click Customize report fields and select the fields you want to include in your report.Select the transaction type, date range, and file format.Click Activity download under "Reports.".To view and download statements and reports on the web: ![]()
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