QuickBooks Desktop

Features & Requirements

Track sales, expenses, and profit
Create branded quotes and invoices and email1 them as PDFs
Turn estimates into invoices in one click.
Customizable reports and graphs – 100+ Reports
VAT Management – i.e. Consult VAT 201 Summary & detail report, file offline returns and access in-product prior VAT returns
Import and export data to with Customer and Supplier centres.
Handle multiple currencies automatically.
Stay on top of your receivables with the ‘Income Tracker.’
Instantly understand how your business is performing with the company snapshot.
Search Types – Customer Type and Vender Type
Improved Multi-user mode. It’s easier to switch to single user mode. see who is logged in and give them time to save work.
Show Applied Filters on Reports – quickly view all applied filters on a report.
Deleted users on Reports – Now you can see users that you have deleted on all reports by username, no longer seeing “unknown” as the user.
Scheduled Reports – QuickBooks now allows you to set up a schedule to automatically email memorized reports.
Track stock set reorder points and create purchase orders.
Bill Tracker – Simplify Supplier expense tracking by visualizing flow of Supplier-related transactions.
Customer Lead Centre – Track leads and convert easily to a customer.
Share your accounts with multiple user access (with the purchase of additional licences) 3 – 5 users.
Multi-monitor support
Past due stamp in invoices
Search in Chart of accounts
Cash-accrual toggle on reports
Secure webmail
Keyboard shortcuts for copy line/paste line
Invoice Status Tracker
Transfer Credits
Check to Bill Pay
Inactive Item and Industry Reports
Easy Upgrade
IIF Imports
Automated Payment reminders
Automatically add Customer PO# to invoice email.
Combine Multiple Email
Company File Search
Enhanced Accessibility

Track sales, expenses and profit
Create branded quotes and invoices and email1 them as PDFs
Turn estimates into invoices in one click
Customizable reports and graphs – 135 Reports
VAT Management – i.e. Consult VAT 201 Summary & detail report, file offline returns and access in-product prior VAT returns
Import and export data to with Customer and Supplier centres
Handle multiple currencies automatically Stay on top of your receivables with the ‘Income Tracker’
Instantly understand how your business is performing with the company snapshot
Search Types – Customer Type and Vender Type
Improved Multi-user mode. It’s easier to switch to single user mode. see who is logged in and give them time to save work
Show Applied Filters on Reports – quickly view all applied filters on a report
Deleted users on Reports – Now you can see users that you have deleted on all reports by username, no longer seeing “unknown” as the user
Scheduled Reports – QuickBooks now allows you to set up a schedule to automatically email memorized reports
Track stock set reorder points and create purchase orders
Bill Tracker – Simplify Supplier expense tracking by visualizing flow of Supplier related transactions
Customer Lead Centre – Track leads and convert easily to a customer
Share your accounts with multiple user access (with the purchase of additional licences) 3 – 5 users
Create budgets and forecast cash flow
Create back orders for stock and set aside stock for invoicing
Multi-monitor support
Past due stamp in invoices
Search in Chart of accounts
Cash-accrual toggle on reports
Secure webmail
Keyboard shortcuts for copy line/paste line
Invoice Status Tracker
Transfer Credits
Check to Bill Pay
Inactive Item and Industry Reports
Easy Upgrade
IIF Imports

Track sales, expenses and profit
Create branded quotes and invoices and email1 them as PDFs
Turn estimates into invoices in one click
Customisable reports and graphs – 100+ Reports VAT Management – i.e. Consult VAT 201 Summary & detail report, file offline returns and access in-product prior VAT returns
Import and export data to with Customer and Supplier centres
Handle multiple currencies automatically
Stay on top of your receivables with the ‘Income Tracker’
Instantly understand how your business is performing with the company snapshot
Search Types – Customer Type and Vender Type
Improved Multi-user mode. It’s easier to switch to single user mode. see who is logged in and give them time to save work
Show Applied Filters on Reports – quickly view all applied filters on a report
Deleted users on Reports – Now you can see users that you have deleted on all reports by username, no longer seeing “unknown” as the user
Scheduled Reports – QuickBooks now allows you to set up a schedule to automatically email memorized reports
Track stock set reorder points and create purchase orders
Bill Tracker – Simplify Supplier expense tracking by visualizing flow of Supplierrelated transactions
Customer Lead Centre – Track leads and convert easily to a customer
Share your accounts with multiple user access (with the purchase of additional licences) 3 – 5 users
Multi-monitor support
Past due stamp in invoices
Search in Chart of accounts
Cash-accrual toggle on reports
Secure webmail
Keyboard shortcuts for copy line/paste line
New! Invoice Status Tracker
Transfer Credits
Check to Bill Pay
Inactive Item and Industry Reports
Easy Upgrade
IIF Imports

Enterprise Solutions

Trial Vision Downloads (Canadian Version)

Download a 30-day trial of QuickBooks Desktop

System Requirements

Windows 11, 64-bit, natively installed (QuickBooks Desktop 2022 R3 or later)
Windows 10, all 64-bit editions, natively installed
Windows 8.1, all 64-bit editions, natively installed
Windows Server 2019, Standard and Essentials
Windows Server 2016, Standard and Essentials
Windows Server 2012 R2, Standard and Essentials
Windows Server 2012, Standard and Essentials

Windows Server 2019, Standard and Essentials
Windows Server 2016, Standard and Essentials
Windows Server 2012 R2, Standard and Essentials
Windows Server 2012, Standard and Essentials
Windows 10
Windows 8.1

OpenSuse Leap 15.1, 15.2

Fedora 31, 32

Red Hat Enterprise 8 (RHEL 8)

Processor	2.4 GHz minimum
RAM	8GB minimum for 64-bit, 16GB Recommended
Server RAM requirements	1-5 Users: 8GB RAM 10 Users: 12GB RAM 15 Users: 16GB RAM 20 Users: 20+GB RAM
Disk space	2.5GB of disk space (additional required for data files). Additional software: 60MB for Microsoft .NET 4.8 Runtime, provided with the installation files. Additional requirements for Intuit Data Protect in QuickBooks Connected Services offerings: Require minimum 4.0GB RAM Twice the size of the largest file set to back up + 100MB or twice the size to restore. The space is only required from the work folder LocalApplicationData+”Intuit\Intuit Data Protect”. Note: For the best performance, store your QuickBooks data file on a solid-state drive (SSD).
Windows	North American version of Windows. Regional settings are supported when set to English. Administrator rights are required for the server computer when hosting multi-user access. Natively installed and doesn’t need to run in a virtual environment or emulation software.
Optical drive	A 4X DVD-ROM drive is required for physical CD installations.
Screen resolution	Display optimized for 1280 x 1024 screen resolution or higher with up to 2 extended monitors. Best optimized for Default DPI setting for a given computer.

Zebra TC20/TC25/TC51 Mobile Computer is recommended (Android 4.4 & above)
Zebra MC40 Mobile Computer (Android 4.4 & above)

Honeywell Voyager 1602g Pocket Barcode Scanner
Socket Mobile CHS 7CI
Symbol CS3070

Microsoft Office:
- Office 2019.
- Office 2016 (including Outlook 2016) both on 32 and 64-bit.
- Office 2013 and 365 (including Outlook 2013) both on 32 and 64-bit.
  Note: Microsoft 365 is only supported when it’s locally installed, not the web version.
- Email estimates, invoices, and other forms with Microsoft Outlook 2016-2019, Microsoft Outlook with Microsoft 365, Outlook.com, and other SMTP-supporting email clients.
- Preparing letters requires Microsoft Word 2019, 2016, 2013, or Microsoft 365 (includes 64-bit).
- Exporting reports requires Microsoft Excel 2019, 2016, 2013, or Microsoft 365 (includes 64-bit).
- Contact Synchronization with Microsoft Outlook requires Outlook 2019 (32-bit), 2016, or 2013.

QuickBooks Point of Sale V19.0, and V18.0.
TurboTax 2021 (Personal and Business).
Lacerte 2021.
Pro-Series tax year 2021.
Quicken 2021, 2020, 2019, 2018, 2017, and 2016.
QuickBooks Desktop for Mac 2022, 2021, 2020, and 2019.
Adobe Acrobat Reader: Business Planner, Payroll, and viewing forms require Adobe Acrobat Reader 9.0 or later.
Payroll and other online features and services require Internet access with at least a 56 Kbps connection speed (1 Mbps recommended).
Gmail, Yahoo Email, Windows Mail, Hotmail and AOL (i.e Mozilla Thunderbird Email Client which supports the plain text version).
Internet Explorer 11.

McAfee
Avast
Bitdefender
Norton
Kaspersky
Trend Micro Security
Webroot
ESET
Panda Dome
Sophos
Avira
Symantec
F-Secure

Bitdefender
AVG
Malwarebytes
Spybot
Emsisoft
McAfee
Avast
Webroot
ZoneAlarm
Kaspersky
F-Secure

QuickBooks Desktop

Features & Requirements

Features.

Track sales, expenses, and profit

Create branded quotes and invoices and email1 them as PDFs

Turn estimates into invoices in one click.

Customizable reports and graphs – 100+ Reports

VAT Management – i.e. Consult VAT 201 Summary & detail report, file offline returns and access in-product prior VAT returns

Import and export data to with Customer and Supplier centres.

Handle multiple currencies automatically.

Stay on top of your receivables with the ‘Income Tracker.’

Instantly understand how your business is performing with the company snapshot.

Search Types – Customer Type and Vender Type

Improved Multi-user mode. It’s easier to switch to single user mode. see who is logged in and give them time to save work.

Show Applied Filters on Reports – quickly view all applied filters on a report.

Deleted users on Reports – Now you can see users that you have deleted on all reports by username, no longer seeing “unknown” as the user.

Scheduled Reports – QuickBooks now allows you to set up a schedule to automatically email memorized reports.

Track stock set reorder points and create purchase orders.

Bill Tracker – Simplify Supplier expense tracking by visualizing flow of Supplier-related transactions.

Customer Lead Centre – Track leads and convert easily to a customer.

Share your accounts with multiple user access (with the purchase of additional licences) 3 – 5 users.

Multi-monitor support

Past due stamp in invoices

Search in Chart of accounts

Cash-accrual toggle on reports

Secure webmail

Keyboard shortcuts for copy line/paste line

Invoice Status Tracker

Transfer Credits

Check to Bill Pay

Inactive Item and Industry Reports

Easy Upgrade

IIF Imports

Automated Payment reminders

Automatically add Customer PO# to invoice email.

Combine Multiple Email

Company File Search

Enhanced Accessibility

Features

Track sales, expenses and profit

Create branded quotes and invoices and email1 them as PDFs

Turn estimates into invoices in one click

Customizable reports and graphs – 135 Reports

VAT Management – i.e. Consult VAT 201 Summary & detail report, file offline returns and access in-product prior VAT returns

Import and export data to with Customer and Supplier centres

Handle multiple currencies automatically Stay on top of your receivables with the ‘Income Tracker’

Instantly understand how your business is performing with the company snapshot

Search Types – Customer Type and Vender Type

Improved Multi-user mode. It’s easier to switch to single user mode. see who is logged in and give them time to save work

Show Applied Filters on Reports – quickly view all applied filters on a report

Deleted users on Reports – Now you can see users that you have deleted on all reports by username, no longer seeing “unknown” as the user

Scheduled Reports – QuickBooks now allows you to set up a schedule to automatically email memorized reports

Track stock set reorder points and create purchase orders

Bill Tracker – Simplify Supplier expense tracking by visualizing flow of Supplier related transactions

Customer Lead Centre – Track leads and convert easily to a customer

Share your accounts with multiple user access (with the purchase of additional licences) 3 – 5 users

Create budgets and forecast cash flow

Create back orders for stock and set aside stock for invoicing

Multi-monitor support

Past due stamp in invoices

Search in Chart of accounts

Cash-accrual toggle on reports

Secure webmail

Keyboard shortcuts for copy line/paste line

Invoice Status Tracker

Transfer Credits

Check to Bill Pay

Inactive Item and Industry Reports

Easy Upgrade

IIF Imports

Features

Track sales, expenses and profit

Create branded quotes and invoices and email1 them as PDFs

Turn estimates into invoices in one click

Customisable reports and graphs – 100+ Reports VAT Management – i.e. Consult VAT 201 Summary & detail report, file offline returns and access in-product prior VAT returns

Import and export data to with Customer and Supplier centres

Handle multiple currencies automatically

Stay on top of your receivables with the ‘Income Tracker’

Instantly understand how your business is performing with the company snapshot

Search Types – Customer Type and Vender Type