Which QuickBooks is right for you?

I've had clients frustrated because their version was not a good fit for their needs - they had just picked a QuickBooks product based on a friend's recommendation, what they saw in the store or 1 feature. Before buying QuickBooks or getting caught up in pricing or what others say to use, go through these 2 steps - you'll be much happier with the results.

1. Determine what you need QuickBooks to do and what you would like it to do (your wish list). Here are a few ideas to get the wheels turning:

  • Number of users (sometimes you can have more users if you have tighter security controls in the software and that might allocate workflow differently)
  • Size of your lists (including inactive) and how fast are they growing?
    • Customers (including all jobs)
    • Vendors
    • Items (product/services)
  • Job Costing - what all do you need to track and how do you monitor?
    • Labor
    • Materials
    • Equipment
    • Committed Costs
    • Cost to Complete report based on costs to date
  • Estimating - Do you give your customers ‚ÄčQuickbooks Enterpriseestimates, would you like to see an Estimate vs Actual report
  • Work or Sales Orders - Do you want/need to use Work Order or Sales Orders?
  • Inventory -
    • Do you need to track inventory?
    • Is your inventory in multiple locations (warehouses, vehicles, bins)?
    • Need to track lot or serial numbers?
    • How do you determine which orders you can fill and when?
    • Do you create assemblies or kits?
  • Sales reports - What sales information would you like to track?
    • Source of lead, cost of lead
    • Type of customer, demographics
    • Sales Reps
    • Types of jobs/projects
  • Forecasting - How do you forecast your cash flow or predict future income and expenses?
  • Integration with other software - Is there software that integrates can greatly streamline workflow and address pain points?
    • Scheduling, service agreements, time and expense tracking, e-commerce, CRM, commission...
  • What other information do you need/want to track?

About Monica Mitchell Muir

MonicaMonica Mitchell Muir specializes in helping businesses use QuickBooks so they can save valuable time and money, gain insights into their business, and increase their profitability.   More

Check out the Feature Comparison Chart.

2. To decide on the version of QuickBooks that best suits your needs,

a. Check out the features on the Feature Comparison Chart

b. You can also see these features in action with these videos

c. If mobile access is important, there are actually several options - take a look.

cellStill have questions? Contact us by phone or email.

Ready to purchase? We're an authorized Intuit Premier Reseller. Prices fluctuate frequently so contact us by phone or email. We'll price the software for you and place your order.

Want help moving into this version? We can help. We have a variety of options, depending on your needs. Contact us by phone or email.

Want more information on the specific versions? Click below

Here's a sampling of what our clients say:

"Monica Muir has been THE most influential piece of my business since she has worked with Apple Landscaping, Inc. Her analysis of business patterns and trends has helped my company save enormous amounts of money and become more efficient as time goes on. My company clearly would not be in the position it is in today, in terms of market share and financial stability, without her analysis and advice. She is a wonderful person and extremely competent."
David Apple
Apple Landscaping, Inc.

"It's hard to find a QuickBooks consultant to deal with the contracting business. Monica was the fourth consultant I hired and she was able to fix all the problems the other consultants caused."
Christina Mayhew
Preferred Construction/Beach House Miracles

"I am always impressed with Monica's knowledge of QuickBooks and her competent, common-sense approach.... Simply stated, Monica is committed to the small business owner's success!"
Denise H. Gotthardt
BEACON Commercial Construction, Inc.

"I can't overstate the value of knowledgeable insight that Monica has shed to our business. ... Her effective tips and suggestions have made the accounting more efficient and productive."
Mary B. Ball, Office Administrator
JB Interiors, Inc.

See more of what our clients are saying

Visit the Muir & Associates Website