Quickbooks For Mac Manual

  1. Quickbooks For Mac Support
Quickbooks For Mac Manual

However, the Mac version had traditionally lacked the features found in the PC version, and that was disappointing to many users. While last year's version was a big improvement, it still wasn't there for everyone. After using Quicken for Mac 2019 for several weeks, we're happy to see that Quicken has continued the improvements over prior years.

QuickBooks Desktop for Mac helps you organize all your business finances in one place so you can be more productive. Simple to set up and use. Manage expenses, stay synchronized with your bank records, get reliable reports for tax time, and import data from a spreadsheet. QuickBooks Desktop for Mac has a 60-day money-back guarantee. QuickBooks for Mac does not have a built-in payroll service like the Windows version. When you click the Payroll link you are taken to an external website for processing employee checks.

QuickBooks 2019 Desktop (Pro, Premier, Accountant, or Enterprise)

Mac
  • Quick User Guide QuickBooks 2016 (2017, 2018, or 2019 versions was never released, but this one works fine)
  • Complete List of Reports in QuickBooks Enterprise 18 (Unchanged from 2014)

QuickBooks Mac

QuickBooks Online

  • Getting Starting with QuickBooks Online: 25 Minute Video

Confused about all the different versions? What is better Online or Desktop? Watch Hector Garcia’s video on his comparison across versions:

Lastly, here is Hector’s feature-by-feature comparison spreadsheet

Quickbooks For Mac Support

Feature
Online Essentials $420/y
Online Advanced $1,800/y
Desktop Pro 2019 $200/y
Desktop Accountant 2019 $350/y
BankingAdvanced Bank Feeds (Detailed Rules, Auto Add, Undo, Copy Payee in Memo)YesYesYesYesNoNoNoNo
BankingBatch Enter (Copy/Paste) transactions from excel or CSV into QuickBooks Bank: Checks, Deposits, Credit Card, Bills, and Bill CreditsNoNoNoNoYesNoNoYes
BankingBatch Enter (Copy/Paste) transactions from excel or Import CSV into QuickBooks for InvoicesNoNoNoYesYesNoNoYes
BankingAdd Doc Attachment from Bank FeedsYesYesYesYesNoNoNoNo
BankingSelect Location and/or Customer:Project from Bank FeedsNoNoYesYesNoNoNoNo
BankingSelect Class from Bank FeedsNoNoYesYesYesYesYesYes
BankingDirect Download transactions at no cost up to 90 days)YesYesYesYesNoNoNoNo
BankingDirect Download transactions beyond 90 days (some banks charge)NoNoNoNoYesYesYesYes
BankingManually upload a .QBO file from the bank into Bank FeedsYesYesYesYesYesYesYesYes
BankingManually upload a .CSV file from the bank into Bank Feeds (1000 transaction limit)YesYesYesYesNoNoNoNo
BankingImport/Export Bank RulesYesYesYesYesNoNoNoNo
BankingPrevious Reconciliations HistoryYesYesYesYesYesNoYesYes
BankingUndo Reconcilations as an end-userNoNoNoNoYesYesYesYes
ContractorsCertified Payroll ReportsNoNoNoNoYesYesYesYes
ContractorsChange Order tracking on EstimatesNoNoNoNoYesNoYesYes
ContractorsCost to Complete ReportNoNoNoNoYesNoYesYes
ContractorsEstimates vs. Actual Reports NoNoNoNoYesYesYesYes
ContractorsJob Cost TrackingNoNoYesYesYesYesYesYes
ContractorsJob Profitability DetailNoNoNoNoYesYesYesYes
ContractorsJob Profitability SummaryNoNoYesYesYesYesYesYes
ContractorsJob Type and Status TrackingNoNoNoNoYesYesYesYes
ContractorsProgress InvoicingNoNoYesYesYesYesYesYes
ContractorsWork in Process & Commited Costs ReportNoNoNoNoYesNoNoNo
GeneralSet Customer Credit Limits and warn when credit limit is reachedNoNoNoNoYesNoYesYes
GeneralCreate Estimates, Sales Receipts, Invoices (Accounts Receivables), and Customer PaymentsYesYesYesYesYesYesYesYes
GeneralConvert Estimates to InvoicesNoYesYesYesYesYesYesYes
GeneralConvert Estimates to Purchase OrdersNoNoYesYesYesNoYesYes
GeneralCreate Sales Orders (and/or Convert Estimates to Sales Orders). Track Back OrdersNoNoNoNoYesNoYesYes
GeneralCreate and Print Checks YesYesYesYesYesYesYesYes
GeneralCreate Bills and Pay Bills (Manage Accounts Payables)NoYesYesYesYesYesYesYes
GeneralCreate Finance Charges on Overdue InvoicesNoYesYesYesYesYesYesYes
GeneralManage 'Projects'NoNoYesYesYes (it's called 'Jobs')Yes (it's called 'Jobs')Yes (it's called 'Jobs')Yes (it's called 'Jobs')
GeneralReclassify Expense Transactions in BatchNoYesYesYesYesNoNoYes
GeneralCompany File Overview (transaction Count and summary of transactions)NoNoNoYesNoNoNoNo
GeneralSearch in the Chart of AccountsYesYesYesYesYesYesYesYes
GeneralMulti-monitor SupportYesYesYesYesYesYesYesYes
General'Expense' Transaction (That is different than a 'Check' Transaction)YesYesYesYesNoNoNoNo
GeneralAdd/Edit Multiple Customers, Vendors, or Items in batch (with excel copy/paste)NoNoNoNoYesYesYesYes
GeneralPayroll AddonBasic Payroll for $35/m extra + $4 per employeeBasic Payroll for $35/m extra + $4 per employeeBasic Payroll for $35/m extra + $4 per employeeBasic Payroll for $35/m extra + $4 per employeeEnhanced Payroll IncludedEnhanced Payroll for $35/m extra + $5 per employeeEnhanced Payroll for $35/m extra + $5 per employeeEnhanced Payroll for $35/m extra + $5 per employee
GeneralFull Service/Assisted Payroll$100/m$100/m$100/m$100/m$100/m$100/m$100/m$100/m
GeneralInvoice Status TrackerYesYesYesYesYes YesYesYes
GeneralCollaboration with Accountant or 3rd party2 Accountant users2 Accountant users2 Accountant users3 Accountant usersTransfer file via 'Accountant's Copy'Transfer file via 'Accountant's Copy'Transfer file via 'Accountant's Copy'Transfer file via 'Accountant's Copy'
GeneralTransfer Credits Accross Customer:Jobs with one clickNoNoNoNoYesYesYesYes
GeneralBatch Delete TransactionsNoNoNoNoYesNoNoYes
GeneralBatch Fix unpplied customer payments and vendor paymentsNoNoNoNoYesNoNoYes
GeneralBatch Invoicing from Billable itemsNoNoNoNoYesNoYesYes
GeneralBatch Reclassify the account and/or class from a transactionAccountant OnlyAccountant OnlyAccountant OnlyAccountant OnlyYesNoNoYes
GeneralBatch/Group InvoicingNoNoNoYesYesNoYesYes
GeneralBillable Millage TrackingNoNoNoNoYesYesYesYes
GeneralBilling Rate LevelsNoNoNoNoYesYesYesYes
GeneralChange Item Prices in BulkNoNoNoNoYesNoyesYes
GeneralClient Data Review (Tools for accountant to identify and fix errors)NoNoNoNoYesNoNoYes
GeneralComprehensive Training Videos IncludedNoNoNoYesYesNoNoNo
GeneralCondense Data / Period CopyNoNoNoNoYesNoNoYes
GeneralConnect QuickBooks with External ODBC-compliant DatabaseNoNoNoNoYesNoNoNo
GeneralConvert Cleared Checks to Bill PaymentsYesYesYesYesNoNoNoNo
GeneralPrint 1099-Misc forms (E-file would be an extra fee)NoNoYesYesYesYesYesYes
GeneralCreate Backups or Duplicte Data filesNoNoNoNoYesYesYesYes
GeneralCreate Bills from Vendor TimesheetsNoNoNoNoYesYesYesYes
GeneralCreate Period Copies for audits or limited time-frame reviewsNoNoNoNoYesNoNoYes
GeneralCredit Limit WarningsNoNoNoNoYesNoYesYes
GeneralCustomer Letters BatchingNoNoNoNoYesNoYesYes
GeneralCustomizable Columns in Check RegisterYesYesYesYesNoNoNoNo
GeneralDefault Classes based on Payee or AccountNoNoNoNoYesNoNoNo
GeneralDefault Classes based on ItemNoNoYesYesYesNoNoNo
GeneralDelayed Charges and CreditsNoYesYesYesNoNoNoNo
GeneralDisallow Sales to Overdue CustomersNoNoNoNoYesNoNoNo
GeneralDisallow user from entering beginning balances on new Cusomers, Vendors, Items, or AccountsNoNoNoNoYesNoNoNo
GeneralLocal Storage Document AttachmentNoNoNoNoYesYesYesYes
GeneralCloud-Based Document AttachmentYesYesYesYesNoNoNoNo
GeneralEarly Pay Discount TrackingNoNoNoNoYesNoYesYes
GeneralEasy API/SDK app integrationYesYesYesYesYesYesYesYes
GeneralEasy Expense recategorizationYesYesYesYesYesNoNoYes
GeneralEasy to read/customize Audit TrailYesYesYesYesNoNoNoNo
GeneralFixed Asset List and Asset ManagerNoNoNoNoYesNoNoYes
GeneralGranular Multi-User SupportNoYesYesYesYesYesYesYes
GeneralEnhanced User PermissionsNoNoNoYesYesNoNoNo
GeneralGranular User Access Controls and Permissions (115 acces points)NoNoNoNoYesNoNoNo
GeneralGroup ItemsNoYesYesYesYesYesYesYes
GeneralImport/Export IIF FilesNoNoNoNoYesYesYesYes
GeneralNon-inventory and Service ItemsYesYesYesYesYesYesYesYes
GeneralInventory ItemsNoNoYesYesYesYesYesYes
GeneralInvoice Communications Portal with CustomersYesYesYesYesNoNoNoNo
GeneralKeyboard Shortcuts for 90% of functionsNoNoNoNoYesYesYesYes
GeneralLocation TrackingNoNoYesYesNoNoNoNo
GeneralClass TrackingNoNoYesYesYesYesYesYes
GeneralMake local backups and restoreNoNoNoNoYesYesYesYes
GeneralMulti-currencyNoYesYesYesYesYesYesYes
GeneralMulti-user restrictions for Administrative FunctionsNoNoNoNoYesYesYesYes
GeneralMulti-user restrictions for some functionsNoNoNoNoNoYesYesYes
GeneralMultiple A/R and/or A/P lines in a transactionYesYesYesYesNoNoNoNo
GeneralNumber of Companies open simultaneously*
QuickBooks Online requires separate monthly subscriptions for each
UnlimitedUnlimitedUnlimitedUnlimited2NoNo2
GeneralMultiple Companies with one purchase/subscriptionNoNoNoNoYesYesYesYes
GeneralMultiple Industry Sample FilesNoNoNoNoYesNoYesYes
GeneralNumber of Users (Multi-User Support)3352530355
GeneralOptimal for large data files with high volume and long list sizesNoNoNoYesYesNoNoNo
GeneralOther Charges and Payment ItemsNoNoNoNoYesYesYesYes
GeneralPayroll FeaturesBasicBasicBasicBasicEnhancedEnhancedEnhancedEnhanced
GeneralPrint BillsNoNoNoNoYesYesYesYes
GeneralSend Invoice Reminders in BatchNoYesYesYesNoNoNoNo
GeneralEasy Collaboration with External Accountant without transfering files or accesing remote desktopYesYesYesYesNoNoNoNo
GeneralSmartphone App (limited Functionality)YesYesYesYesNoNoNoNo
GeneralStatement and Finance ChargesNoNoNoNoYesYesYesYes
GeneralTraditional QuickBooks Desktop Homescreen, Workflows, and InterfaceNoNoNoNoYesYesYesYes
GeneralUnlimited Transactions/DataYesYesYesYesNoNoNoNo
GeneralMax Number of Customers/Vendors/Employees CombinedUnlimitedUnlimitedUnlimitedUnlimited100,00010,00010,00010,000
GeneralMax Number of ItemsUnlimitedUnlimitedUnlimitedUnlimited100,00014,50014,50014,500
GeneralMax Number of Classes0040Unlimited10,00010,00010,00010,000
GeneralMax Number of Locations0040Unlimited0000
GeneralMax Number of Accounts (Chart of Accounts)250250250Unlimited10,00010,00010,00010,000
GeneralUS-based free tech support with active monthly/annual subscriptionYesYesYesYesYesYesYesYes
GeneralWorks without Internet connectionNoNoNoNoYesYesYesYes
GeneralBatch Invoicing NoNoNoYesYesNoYesYes
GeneralCreate Expense Transactions (separeted transaction type from Check)YesYesYesYesNoNoNoNo
GeneralCreate Recurring / Memorized TransactionsNoyesyesYesYesyesYesYes
InventoryInevntory Value AdjustmentNoNoNoNoYesYesYesYes
InventoryAssembly Shortage ReportsNoNoNoNoYesNoNoNo
InventoryAuto Markup/Margin adjusting sales priceNoNoNoNoYesNoNoNo
InventoryQuick PO creation based on Reorder points and preferred vendorsNoNoYesYesYesNoNoNo
InventoryBarcode TrackingNoNoNoNoYesNoNoYes
InventoryCurrent Availability (QTY on Hand vs. QTY on Sales Order / Pending Build)NoNoNoNoYesNoYesYes
InventoryDelivery Date Tracking on TransactionsNoNoNoNoYesYesYesYes
InventoryDisallow Negative InventoryNoNoNoNoYesNoNoNo
InventoryDrop Ship – Automatic Ship-to Address from SO to PONoNoNoNoYesNoYesYes
InventoryEditable Bill of Materials while creating a Build AssemblyNoNoNoNoYesNoNoNo
InventoryEnhanced Inventory Receiving (separate Item Receipt from Bill)NoNoNoNoYesNoNoNo
InventoryInventory SupportNoNoYesYesYesYesYesYes
InventoryFIFO Valuation of InventoryNoNoYesYesYesNoNoNo
InventoryFind and Select Items in formsYesYesYesYesYesNoNoNo
InventoryInventory Assembly / Bill of MaterialsNoNoNoNoYesNoYesYes
InventoryInventory Center (Central screen for all inventory-related activities)NoNoNoNoYesNoYesYes
InventoryWhere Used, Batch Component replacedment accross multiple BOM'sNoNoNoNoYesNoNoNo
InventoryAutomatically Build Sub-AssembliesNoNoNoNoYesNoNoNo
InventoryLot Number or Serial TrackingNoNoNoNoYesNoNoNo
InventoryMultiple Location/Bin Inventory TrackingNoNoNoNoYesNoNoNo
InventoryMultiple Shipping Addresses per customerNoNoNoNoYesYesYesYes
InventoryMultiple Units of MeasureNoNoNoNoYesNoYesYes
InventoryEnhanced Sales Order Fulfilment with Pick/Pack/Ship StatusNoNoNoNoYesNoNoNo
InventoryMobile App/Barcode Support for Sales Orders, Purchase Orders, and CycleCountsNoNoNoNoYesNoNoNo
InventoryPartial Receive PO's and Vendor BackordersNoNoYesYesYesYesYesYes
InventoryPictures on Inventory Items for reference (but not includable within Invoices)NoNoYesYesYesNoNoNo
InventoryPrice Levels Based on Percentage from Sales PriceNoYesYesYesYesYesYesYes
InventoryPrice Levels Based on specific pricing tablesNoNoYesYesYesNoYesYes
InventoryPrice Levels Based on costNoNoNoNoYesNoYesYes
InventoryPurchase OrdersNoNoYesYesYesYesYesYes
InventoryReorder Points MininumNoNoYesYesYesYesYesYes
InventoryReorder Points MaximumNoNoNoNoYesNoYesYes
InventorySales Order Fulfillment Worksheet and Batch Picklist PrintNoNoNoNoYesNoYesYes
InventorySales Orders dropship to PO workflowNoNoNoNoYesNoYesYes
InventoryUPS/USPS/FEDEX IntegrationNoNoNoNoYesNoNoNo
Job CostingPayroll-level Job CostingNoNoYesYesYesYesYesYes
Job CostingTimesheet-level Labor Costing to ProjectsNoNoYesYesNoNoNoNo
Job CostingEntering Sales Reps or Item-level Custom Fields in Bills, Checks, or Credit Card ChargesNoNoNoNoYesNoNoNo
PayrollKeep Track of Accrued Sick and Vacation Pay AccuratellyNoYesYesYesYesYesYesYes
ReportingBuilt-in Advanced ReportingNoNoNoNoYesNoNoNo
ReportingFathom App Included for Enhanced ReportingNoNoNoYesNoNoNoNo
ReportingBalance Sheet by ClassNoNoNoNoYesNoYesYes
ReportingBalance Sheet by LocationNoNoYesYesNoNoNoNo
ReportingBudget SupportNoNoYesYesYesYesyesYes
ReportingCreate Multiple BudgetsNoNoYesYesNoNoNoNo
ReportingForecastNoNoNoNoYesNoYesYes
ReportingCanned/Standard Reports60609090150100115115
ReportingCashflow Projections & ForcastingNoNoNoNoYesNoYesYes
ReportingCombine / Consolitade Multiple Company Files into one Financial ReportNoNoNoNoYesNoNoNo
ReportingCommented ReportsNoNoNoNoYesYesYesYes
ReportingCustom Detail ReportsNoNoNoNoYesYesYesYes
ReportingNumber of Custom Fields on Form headerNo331010555
ReportingNumber of Custom Fields on Form's transaction linesNoNoNo1015777
ReportingCustom fields on Item ListsNoNoNoNo15777
ReportingCustom fields on Name ListsNoNoNoNo10555
ReportingCustom List ReportNoNoNoNoYesYesYesYes
ReportingCustom Summary ReportsNoNoNoNoYesYesYesYes
ReportingCustomer/Vendor TypesNoNoNoNoYesYesYesYes
ReportingEnhanced Excel ReportNoNoNoNoYesYesYesYes
ReportingFilters on Custom ReportsNoNoNoNoYesYesYesYes
ReportingManagement ReportsNoYesYesYesNoNoNoNo
ReportingSave Memorized/Customized ReportsYesYesYesYesYesYesYesYes
ReportingScheduled ReportingYesYesYesYesYesYesYesYes
ReportingScheduled Reporting (while offline)YesYesYesYesNoNoNoNo
ReportingQuickBooks Business Planner (Business Plan Maker)NoNoNoNoYesNoNoNo
ReportingReports Only UsersNoNoYesYesYesNoNoNo
ReportingShow Account or Item Descriptions on ReportsNoNoNoNoYesYesYesYes
Sales FormsAutomatic Invoice or Sales Receipt e-mailYesYesYesYesYesYesYesYES
Sales FormsOn-click e-mailing forms (estimates, sales receipts, purchase orders, and invoices)YesYesYesYesYesYesYesYes
Sales FormsBasic Form CustomizationYesYesYesYesYesYesYesYes
Sales FormsCustomizable Formatting on FormsNoNoNoNoYesYesYesYes
Sales FormsDrop Down Custom FieldsNoNoNoYesYesNoNoNo
Sales FormsMark Invoices or Credit Memos as PendingNoNoNoNoYesYesYesYes
Sales FormsMultiple Sales Tax in transactions and Sales Tax grouping ReportsNoNoNoNoYesYesYesYes
Sales FormsRe-Sort/Organize rowsYes, Manual OrderingYes, Manual OrderingYes, Manual OrderingYes, Manual OrderingSort any Column – AlphabeticalNoNono
Sales FormsRep and Ship Via TrackingNoNoNoYes (with custom fields)YesYesyesyes
Sales FormsSales Receipt and CC automationNoYesYesYesNoNoNoNo
Sales FormsShow Item Cost + Markup in EstimatesNoNoNoNoYesYesYesYes
Sales FormsShow Item Cost in InvoicesNoNoNoNoYesNoNoNo
Sales FormsSubtotal Columns in TransactionsNoYesYesYesYesYesYesYes
Sales FormsCalculate ITEM Subtotal Columns in TransactionsNoNoNoNoYesNoNoNo
Sales FormsCopy/Paste Line Items within formsNoNoNoNoYesYesYesYes