QuickBooks Premier Nonprofit Edition 2009 [OLD VERSION]

by Intuit

Product Features

• Save time on everyday tasks like paying bills and recording donations
• Take advantage of easy tools for customizing donor communications and information
• Easily demonstrate financial accountability to your Board of Directors
• The Company Snapshot lets you get up-to-the-minute information on income & expenses, vendor balances, and important reminders all on one screen

Product Details

• Shipping Weight: 7.2 ounces
• Shipping: This item is also available for shipping to select countries outside the U.S.
• ASIN: B001ECMG78
• Item model number: 406623
• Date first available at Amazon.com: September 14, 2008
• Average Customer Review: 3.3 out of 5 stars  See all reviews (6 customer reviews)
• Amazon Best Sellers Rank: #5,022 in Software (See Top 100 in Software)

Product Description

Amazon.com Product Description

Premier Industry Edition offers industry-specific features and financial planning software to take your business to the next level. Monitor and gain insights into your business performance. Easily manage customers, vendor and employee info. Business planning tools are tailored to help you grow your business.

Designed for nonprofits. Click to enlarge.

Designed For Nonprofits

Demonstrate financial accountability to your Board of Directors with the Statement of Financial Income & Expense
Demonstrate financial accountability to your Board of Directors with the Statement of Financial Income & Expense and 990 form. Give your Board an overview of your organization's financial status with the Statement of Financial Income and Expense.

Access all the data to complete your 990 form in one report
Make it easy for you or your accountant to prepare the IRS Form 990 by letting QuickBooks total and organize all your finances according to IRS requirements. The Statement of Functional Expenses--990 matches the IRS Form 990. Just transfer the totals to the form and you're done.

Monitor program funding with budgets and budget versus actual reporting
Once you've set up your budget, you can compare it to your actual performance with almost no effort--just open the budgets versus actual reports from the Report Center and see where you stand.

Identify key donors with the Donor Contribution Summary
The Donor Contribution Summary report shows you a list of all your donors and their contributions through the year. Use this report to recognize loyal donors and create year-end donation statements for your donors.

Track financial information in one place

Track sales & expenses
Get rid of the piles of paperwork. Easily enter customer payments & bills from vendors. Since QuickBooks organizes everything in one place, you'll be able to access all past payments & bills for each customer and vendor with just a few clicks.

Access all the data to complete your 990 form in one report. Click to enlarge.

Monitor program funding with budgets and budget versus actual reporting. Click to enlarge.

Identify key donors with the Donor Contribution Summary. Click to enlarge.

Reduce data entry by downloading your bank & credit card transactions into QuickBooks. Click to enlarge.

Create purchase orders. Click to enlarge.

Generate reports with one click to see how your business is doing. Click to enlarge.

Manage payroll & payroll taxes; offer Direct Deposit (paid subscription required). Click to enlarge.

Pay bills & print checks
Easily create and print checks. Aggregate all your checks to be paid and print them in one batch. QuickBooks will keep track of each check so you can keep tabs on where your money is going.

Create & e-mail invoices
Use the data you already have in QuickBooks--such as customer contact info & products/services--to make creating invoiced a snap. Choose from pre-designed QuickBooks templates or customize the layout yourself.

Organize data on customers, vendors, and employees all in one place
No more hunting through piles of files or trying to remember where you stashed that important paper. QuickBooks organizes all your important small business information in one place, giving you easy access to a complete picture of your business.

Import data from Excel, Quicken/ Quicken for Mac, and Microsoft Office Accounting
Get up and running fast by importing data from the tool you use to track your finances now. However little or much data you currently have, you won't have to start over from scratch.

Save time & be more efficient

Reduce data entry by downloading your bank & credit card transactions into QuickBooks
Save time and avoid data entry errors. Instead of typing in your bank and credit card transactions, download them securely from over 3000 participating financial institutions and easily import them into QuickBooks.

Enter bills and set due-date reminders
QuickBooks helps you ensure you pay your bills on time. Record bills as they come and set a reminder to make sure you pay before the due date.

Export data into Excel
Export data from QuickBooks reports to Excel spreadsheets so that you can do more complex analysis or graphing in Excel.

Track international sales & expenses with multiple currency support
QuickBooks supports all global currencies and does all the currency calculations for you. You can even download exchange rates or do wire transfers from right in QuickBooks.

Manage products & inventory

Create purchase orders
You can create purchase orders in seconds by selecting from vendors and inventory already in your QuickBooks. When you get the inventory in-house and record it in QuickBooks, QuickBooks will remember you have an open purchase order and automatically match the PO to the inventory bill.

Track inventory
Easily track your inventory to avoid overbuying and backorders. Indicate re-order points for each inventory good and turn on reminders to automatically let you know when its time to reorder.

Advanced Tools to track raw & finished goods
QuickBooks Premier and Enterprise Solutions help you address your more complex inventory & product management needs including: tracking both raw materials & finished goods, adjusting inventory as you creating bills of material (BOMs), and receiving inventory in one unit of measure and selling in another.

Monitor performance & gain insights

Generate reports with one click to see how your business is doing
Get pre-designed, customizable business reports to gain insights into your business. See all available reports in one screen to easily choose the right one. Drill down with one click to see the detail behind the numbers. Export any report to Excel--your QuickBooks formatting and formulas go with it. Access industry-specific reports In QuickBooks Premier and Enterprise Solutions.

Create budgets to keep your business on track
Create a working budget automatically, based on your recent spending history. Adjust figures individually or across line items. The spreadsheet-style format makes it easy to see the results of your changes. Refer back to the budget to see how your actual spending compares to your original budget.

Get a real-time snapshot of your business, in one central location with the Company Snapshot
Stay on top of your business- see who owes you money, who you owe money to, important reminders, and income/expense performance, all in one centralized location

Easily create a business plan; Forecast sales and expenses
Build a professional business plan quickly by answering step-by-step questions. QuickBooks fills in the numbers based on your QuickBooks data. You can export the projections to Excel for further analysis or save it as a PDF file. Click a button to create a forecast of income and expenses for the coming year, based on your existing QuickBooks data. Increase or decrease line items by any percentage to adjust for future changes.

Manage Employees

Manage payroll & payroll taxes ; offer Direct Deposit (paid subscription required)
Intuit QuickBooks Payroll Services, QuickBooks Payroll for Mac powered by PayCycle, and Payroll for QuickBooks Online save you time by eliminating steps and giving you the tools to get your payroll done right.

Automatically populate and print 1099s for independent contractors and federal filing
Create and print 1099 tax forms for you and your independent contractors.

Track time & billing

Track employee time and expenses
Track time by employee, service, and customer with timesheets in QuickBooks. When you select a client to bill, QuickBooks automatically reminds you of unbilled time and expenses for that client.

Assign different billing rates for different types of employees
QuickBooks provides the flexibility of setting different billing rates by employee and service type. You can set a fixed hourly rate for each employee or create custom hourly rates by service.

Allow employees to enter billable & non-billable time online, from anywhere with an internet connection
Time tracking is automatically included with QuickBooks Online Plus. Time Tracker for QuickBooks Pro and Premier, an optional subscription service, is the fastest, easiest way to collect and record billable and non-billable hours into QuickBooks Pro and Premier for accurate invoicing, payroll and reporting purposes. No more paperwork! Employees or contractors only need an internet connection to submit billable hours Download timesheets right into QuickBooks with one click.

Attract Customers & Manage Customer Relationships

Track customer information and related transactions
Keep customer contact and transaction information in QuickBooks, so you can follow up on past-due accounts and answer customer requests faster. See contact information and complete transaction history for any customer.

Accept credit card payments right in QuickBooks
Process credit card approvals right in your QuickBooks software. If you use Intuit QuickBooks Merchant Services, the data is automatically recorded in QuickBooks when you make a sale. And, it has no teaser rates, no hidden fees, no cancellation fees, and no long-term contracts.

Track employee time and expenses. Click to enlarge.

Track customer information and related transactions. Click to enlarge.

Work simultaneously with other QuickBooks users on your company file. Click to enlarge.

Ask questions and get answers from experts and other small businesses like you, through Live Community, right in QuickBooks. Click to enlarge.

Easily create a professional website with customizable templates and drag-and-drop tools.
Save time with easy-to-use website creation tools including customizable templates, one-click publishing, and website hosting. Everything is included to get your site live within minutes. Point-and-click, drag-and-drop tools. Know how well your site is doing with website tracking and statistics.

Create & customize professional-looking invoices and other forms with advanced customization tools
Create professional-looking forms by choosing from more than 100 expertly designed forms, including invoices & sales receipts. You can also customize the templates by adding your company logo and tag line to present your business uniquely to your customers.

Create sales orders & track back orders
QuickBooks helps you and your customer keep track of backordered items. Invoices, sales orders, and other sales forms show which items have been invoiced, which items have been backordered, and the quantities backordered.

Set price levels
QuickBooks Premier and Enterprise Solutions help you address your more complex pricing needs such as customize prices for different groups of customers or jobs (i.e. corporate, loyal, high-volume, etc.) with more price levels (up to 100).

Multiple Users & Multiple Locations

Work simultaneously with other QuickBooks users on your company file
Multiple-user functionality enables more than one person to work on a company file at the same time, increasing collaboration and productivity. It ensures that all users are working on the most up-to-date data.

Set individual access levels for each user
Restrict access for other users to only certain parts of your QuickBooks data so that employees only see the data they need to get their work done. For QuickBooks Pro and Premier, you can restrict access to 9 broad categories. QuickBooks Online Plus and Enterprise Solutions restrict access on a more detailed level to specific tasks and information. Customize each user's access level to view-only, create, modify, delete, print or any combination thereof for Enterprise Solutions.

Real time remote multi-location access service included
Access your QuickBooks data remotely. Remote access is automatically built into your QuickBooks Online subscription, so there's no need to send files back and forth. For QuickBooks Pro and Premier, get up to 1 year free access to your QuickBooks data through WebEx. You can use Windows Terminal Services with Enterprise Solutions to allow password-protected access by authorized users.

Support for your product & data

Ask questions and get answers from experts and other small businesses like you, through Live Community, right in QuickBooks
Ask a Question: Ask QuickBooks users like you for help on anything from how to use QuickBooks to how to grow your business. Chances are, someone else has had the same question you do. Discover Answers: See what others are talking about. You will be able to see Questions & Answers relevant to what you're looking for, so you can find your answer right away. Help Others: Give advice and share your own knowledge of QuickBooks.

Industry Specific Features

Create customizable reports designed for your industry
Access over 150 industry-specific reports In QuickBooks Premier and Enterprise Solutions such as:--Profitability by Product for manufacturing and wholesale businesses--Job/ Project Costs for professional services firms & contracting businesses--Donor Contribution Summary for nonprofit organizations--Sales Tax Liability for retail businesses.

Easily Get Started

Import Data from Excel
Excel templates make it easy for you to import your existing customers, vendors, or product information into QuickBooks. You can also assign each column in your existing Excel spreadsheet to a corresponding QuickBooks column. Save these settings to use again the next time you want to pull in data. You can even preview your data before you transfer it.

Import Data from Quicken, Peachtree, and Microsoft Office Accounting
Access the Quicken conversion tool in QuickBooks to convert your data from Quicken 1998 through 2007. If you are currently running your business using Peachtree 2001-2008, Microsoft Small Business Accounting 2006, and Microsoft Office Accounting/Office Accounting Express, you can also easily convert your data into QuickBooks 2009.

Get Set Up and Running Quickly
Answer a few basic questions, and get a customized setup you can change at any time.

Step-by-step Coaching for New Users to Help you Learn QuickBooks Faster
Get up to speed on QuickBooks easily. The QuickBooks Coach guides you step by step, so you can learn how to use QuickBooks features faster and explore QuickBooks as you enter your data.

Get set up and running quickly. Click to enlarge.

Step by step coaching for new users. Click to enlarge.

Learn QuickBooks quickly with built-in tutorials. Click to enlarge.

Find answers fast. Click to enlarge.

Connect with other QuickBooks users and experts. Click to enlarge.

Learn QuickBooks Quickly with Built-in Tutorials
Learn QuickBooks skills as you need them--in your own time, at your own pace. The built-in Learning Center offers short tutorials on basic and advanced features to help you get the most out of QuickBooks.

Upgrade your QuickBooks Effortlessly
Easily transfer your existing data file into QuickBooks 2009. Your company file and preferences will transfer automatically. In just a few steps, you can start working in QuickBooks using your information, including customer lists, vendor lists, balances, and inventory lists.

Get Help When You Need It

Find Answers Fast
Help functionality allows you to find the information you need quickly and easily. You'll find answers to most questions in QuickBooks in-product, onscreen Help. Type a question, choose from a list of topics, or search by keyword.

Connect with Other QuickBooks Users and Experts to Get Help and Share Ideas
Connect with a vibrant community of QuickBooks users, QuickBooks experts, accountants, and Intuit employees. Instant access to a wealth of questions and answers to assist with QuickBooks and small business problems.

Reports

With QuickBooks reports, you'll always know where your business stands. See who owes you money and how much. Find out who your best customers are and what they're buying. Learn where your business is profitable and where you're losing money. You can also customize report templates to best meet your needs.

QuickBooks Premier Reports

• Profit & Loss Standard
  How much money did my company make or lose over a specific period of time?
  
  
• Inventory Stock Status by Vendor
  What is the detailed information about each inventory item, organized by vendor?
  
  
• Purchases by Item Summary
  For each item or service, how many has my company bought, and what is the total amount spent?
  
  
• A/P Aging Detail
  Which bills are due and overdue?
  
  
• Profit & Loss Budget Performance
  How do the actual income and expenses compare to what has been budgeted for the current month and year?
  
  
• Statement of Cash Flows
  What was the cash inflow (from profit and additional cash received) and cash outflow (cash spent) during a specific period of time?
  
  
• Income Tax Detail
  What transactions make up each amount on my company's income tax forms?
  
  
• Forecast Overview
  What are my company's forecasted income and expenses each month?
  
  
• Forecast vs. Actual
  How did my company's forecast compare with its actual performance?
  
  
• Closing Date Exception Report
  What changes were made after the last closing date was set to transactions dated on or before that closing date?
  
  
• Open Sales Orders by Customer
  What are the open sales orders for each customer or job?

QuickBooks Premier--Nonprofit Reports

The following additional reports are available when you select the Nonprofit version during the installation of Premier Edition.

• Donor Contribution Summary Report
  How much has each donor contributed throughout the year?
  
  
• Biggest Donors/Grants
  Who are my biggest donors and what were their total contributions?
  
  
• Budget vs. Actual by Program / Projects
  How much money was contributed and spent on each program versus what was budgeted?
  
  
• Statement of Financial Income and Expense
  What money came in (income) and how it was spent (expense)?
  
  
• Statement of Functional Expenses (Form 990)
  What are my expenses and how can I show that information to my board, major donors, and the IRS?

Product Description

QuickBooks Premier Nonprofit Edition offers accounting and donation management tools tailored for nonprofits. In addition to saving you time on everyday tasks, Nonprofit Edition makes it simple to demonstrate financial accountability to your Board of Directors, manage expenses and identify important donors. You can also access tools to cultivate donor relationships and monitor program budgets.

Customer Reviews

Most Helpful Customer Reviews

33 of 34 people found the following review helpful:

2.0 out of 5 stars Still critically flawed!, April 2, 2009

By 

Nathan Beauchamp "ConsumerAdvocate" (Oak Park, IL USA) - See all my reviews
(VINE VOICE)    (TOP 50 REVIEWER)    (REAL NAME)   

This review is from: QuickBooks Premier Nonprofit Edition 2009 [OLD VERSION] (CD-ROM)

QuickBooks Premier Nonprofit 2008 was horrendous and the new 2009 version continues the trend of being CRITICALLY FLAWED for any nonprofit that receives frequent donations. The product description provided by Intuit is LAUGHABLE:

"Donor Contribution Summary Report: How much has each donor contributed throughout the year?"

Yes, it will generate such a report, but it cannot be used to print donor giving summaries at year end, which is simply put, FUNDAMENTAL to any nonprofit that receives donations. This is such a massive and critical failure to support a rudimentary task of a nonprofit that it is pathetic that this program is marketed as a professional program for nonprofits.

I've used 5 different versions of accounting software for nonprofits, including some really crappy ones that are over 10 years old, and ALL OF THEM have an export to excel & mail-merge option for donor giving statements for donors. The better of them even allow the inclusion of custom fields, and print letters that insert into a windowed envelope. QuickBooks Premier Nonprofit does none of these things.

It takes a lot to really irritate me, and this software is able to make me frustrated on the level of wanting to bang my head against the wall.

There are third party applications that allow exporting to a mail-merge document (Beyond the Ledgers makes one that works well) but why should I have to buy another piece of software to do something so specifically necessary to anyone using accounting software for tracking donations? It's just silly. There is nothing "Premier" about this version of QBs.

In addition, adding donations is a rigorous process that is menu intensive and require tabbing through a silly number of fields. There is no way to pair down the donation page so that it only has the fields that are used by your organization. It's so 1990s to not have custom fields built into a program. Nothing has been improved from 2008 in this department.

The upside is that reports are quality; QBs itself is pretty useful for accounting purposes, but selling this version as for nonprofits without offering basic and essential functionality undermines even the best things about QBs.

Frankly, if my organization didn't have a three year support contract with QBs, I would NOT recommend getting this software at all. It is far too limited if you receive a good number of donations, and are required to send out giving summaries to your donors.

Skip it if you can. I would recommend ACS financial suite instead, which is pricey, but worth it in the long run, especially if you're a religious organization.

11 of 11 people found the following review helpful:

3.0 out of 5 stars It doesn't say if they have improved their very poorly rated 2008 version or how they have improved it, March 10, 2009

By 

D. Dunn "divine000" (Watertown, MA United States) - See all my reviews
(REAL NAME)   

This review is from: QuickBooks Premier Nonprofit Edition 2009 [OLD VERSION] (CD-ROM)

QuickBooks Premier Nonprofit Edition 2008 got horrible reviews here on Amazon -

http://www.amazon.com/QuickBooks-Premier-Nonprofit-2008-VERSION/product-reviews/B000V4O466/ref=dp_top_cm_cr_acr_txt?ie=UTF8&showViewpoints=1

I'm trying to decide whether to get the 2009 version but nothing on this page or in any of the reviews as of March, 2009 say whether they've actually improved it or in what ways they have. I run a nonprofit and right now we use a Quickbooks Pro edition and it's good but I fear we'd be taking a step in the wrong direction with the Nonprofit edition. Almost all the 08 reviews said it doesn't really do anything for nonprofits and in fact makes it harder to do some basic things (like requiring 3 steps/windows to receive donations vs. just 1 step in normal Quickbooks).

This page stresses that you can print a statement of functional expenses for 990 use, but that's only 1 page out of the roughly 20 pages in the 990 - which seems pretty weak.

I'm open to considering this product. It would be a big help if anyone who gets it can give details either on: a) exactly how it helps nonprofits in ways that regular Quickbooks does not, and does it, like the 08 version, actually make things worse for nonprofits. b) in what ways has it been made better since 08 or did they just basically adjust a couple things and roll out a new version of the same junk?

7 of 9 people found the following review helpful:

4.0 out of 5 stars QuickBooks, January 14, 2009

By 

Charlene H. Dewall - See all my reviews
(REAL NAME)   

This review is from: QuickBooks Premier Nonprofit Edition 2009 [OLD VERSION] (CD-ROM)

I purchased QuickBooks for our hospital foundation. The program itself is quite user friendly. The only downside to the purchase has been setting up the payroll portion, which took customer service assistance. After 20 minutes on the phone with Edwardo, it was finally completed. Then started the upselling of other products and services, which aren't cheap. All in all, I think this will be an easy accounting software to learn and will serve its purpose for the foundation.