Quickbooks For Mac Manual

Quickbooks For Mac Support

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)

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
Banking	Advanced Bank Feeds (Detailed Rules, Auto Add, Undo, Copy Payee in Memo)	Yes	Yes	Yes	Yes	No	No	No	No
Banking	Batch Enter (Copy/Paste) transactions from excel or CSV into QuickBooks Bank: Checks, Deposits, Credit Card, Bills, and Bill Credits	No	No	No	No	Yes	No	No	Yes
Banking	Batch Enter (Copy/Paste) transactions from excel or Import CSV into QuickBooks for Invoices	No	No	No	Yes	Yes	No	No	Yes
Banking	Add Doc Attachment from Bank Feeds	Yes	Yes	Yes	Yes	No	No	No	No
Banking	Select Location and/or Customer:Project from Bank Feeds	No	No	Yes	Yes	No	No	No	No
Banking	Select Class from Bank Feeds	No	No	Yes	Yes	Yes	Yes	Yes	Yes
Banking	Direct Download transactions at no cost up to 90 days)	Yes	Yes	Yes	Yes	No	No	No	No
Banking	Direct Download transactions beyond 90 days (some banks charge)	No	No	No	No	Yes	Yes	Yes	Yes
Banking	Manually upload a .QBO file from the bank into Bank Feeds	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Banking	Manually upload a .CSV file from the bank into Bank Feeds (1000 transaction limit)	Yes	Yes	Yes	Yes	No	No	No	No
Banking	Import/Export Bank Rules	Yes	Yes	Yes	Yes	No	No	No	No
Banking	Previous Reconciliations History	Yes	Yes	Yes	Yes	Yes	No	Yes	Yes
Banking	Undo Reconcilations as an end-user	No	No	No	No	Yes	Yes	Yes	Yes
Contractors	Certified Payroll Reports	No	No	No	No	Yes	Yes	Yes	Yes
Contractors	Change Order tracking on Estimates	No	No	No	No	Yes	No	Yes	Yes
Contractors	Cost to Complete Report	No	No	No	No	Yes	No	Yes	Yes
Contractors	Estimates vs. Actual Reports	No	No	No	No	Yes	Yes	Yes	Yes
Contractors	Job Cost Tracking	No	No	Yes	Yes	Yes	Yes	Yes	Yes
Contractors	Job Profitability Detail	No	No	No	No	Yes	Yes	Yes	Yes
Contractors	Job Profitability Summary	No	No	Yes	Yes	Yes	Yes	Yes	Yes
Contractors	Job Type and Status Tracking	No	No	No	No	Yes	Yes	Yes	Yes
Contractors	Progress Invoicing	No	No	Yes	Yes	Yes	Yes	Yes	Yes
Contractors	Work in Process & Commited Costs Report	No	No	No	No	Yes	No	No	No
General	Set Customer Credit Limits and warn when credit limit is reached	No	No	No	No	Yes	No	Yes	Yes
General	Create Estimates, Sales Receipts, Invoices (Accounts Receivables), and Customer Payments	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Convert Estimates to Invoices	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Convert Estimates to Purchase Orders	No	No	Yes	Yes	Yes	No	Yes	Yes
General	Create Sales Orders (and/or Convert Estimates to Sales Orders). Track Back Orders	No	No	No	No	Yes	No	Yes	Yes
General	Create and Print Checks	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Create Bills and Pay Bills (Manage Accounts Payables)	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Create Finance Charges on Overdue Invoices	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Manage 'Projects'	No	No	Yes	Yes	Yes (it's called 'Jobs')	Yes (it's called 'Jobs')	Yes (it's called 'Jobs')	Yes (it's called 'Jobs')
General	Reclassify Expense Transactions in Batch	No	Yes	Yes	Yes	Yes	No	No	Yes
General	Company File Overview (transaction Count and summary of transactions)	No	No	No	Yes	No	No	No	No
General	Search in the Chart of Accounts	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Multi-monitor Support	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	'Expense' Transaction (That is different than a 'Check' Transaction)	Yes	Yes	Yes	Yes	No	No	No	No
General	Add/Edit Multiple Customers, Vendors, or Items in batch (with excel copy/paste)	No	No	No	No	Yes	Yes	Yes	Yes
General	Payroll Addon	Basic Payroll for $35/m extra + $4 per employee	Basic Payroll for $35/m extra + $4 per employee	Basic Payroll for $35/m extra + $4 per employee	Basic Payroll for $35/m extra + $4 per employee	Enhanced Payroll Included	Enhanced Payroll for $35/m extra + $5 per employee	Enhanced Payroll for $35/m extra + $5 per employee	Enhanced Payroll for $35/m extra + $5 per employee
General	Full Service/Assisted Payroll	$100/m	$100/m	$100/m	$100/m	$100/m	$100/m	$100/m	$100/m
General	Invoice Status Tracker	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Collaboration with Accountant or 3rd party	2 Accountant users	2 Accountant users	2 Accountant users	3 Accountant users	Transfer file via 'Accountant's Copy'	Transfer file via 'Accountant's Copy'	Transfer file via 'Accountant's Copy'	Transfer file via 'Accountant's Copy'
General	Transfer Credits Accross Customer:Jobs with one click	No	No	No	No	Yes	Yes	Yes	Yes
General	Batch Delete Transactions	No	No	No	No	Yes	No	No	Yes
General	Batch Fix unpplied customer payments and vendor payments	No	No	No	No	Yes	No	No	Yes
General	Batch Invoicing from Billable items	No	No	No	No	Yes	No	Yes	Yes
General	Batch Reclassify the account and/or class from a transaction	Accountant Only	Accountant Only	Accountant Only	Accountant Only	Yes	No	No	Yes
General	Batch/Group Invoicing	No	No	No	Yes	Yes	No	Yes	Yes
General	Billable Millage Tracking	No	No	No	No	Yes	Yes	Yes	Yes
General	Billing Rate Levels	No	No	No	No	Yes	Yes	Yes	Yes
General	Change Item Prices in Bulk	No	No	No	No	Yes	No	yes	Yes
General	Client Data Review (Tools for accountant to identify and fix errors)	No	No	No	No	Yes	No	No	Yes
General	Comprehensive Training Videos Included	No	No	No	Yes	Yes	No	No	No
General	Condense Data / Period Copy	No	No	No	No	Yes	No	No	Yes
General	Connect QuickBooks with External ODBC-compliant Database	No	No	No	No	Yes	No	No	No
General	Convert Cleared Checks to Bill Payments	Yes	Yes	Yes	Yes	No	No	No	No
General	Print 1099-Misc forms (E-file would be an extra fee)	No	No	Yes	Yes	Yes	Yes	Yes	Yes
General	Create Backups or Duplicte Data files	No	No	No	No	Yes	Yes	Yes	Yes
General	Create Bills from Vendor Timesheets	No	No	No	No	Yes	Yes	Yes	Yes
General	Create Period Copies for audits or limited time-frame reviews	No	No	No	No	Yes	No	No	Yes
General	Credit Limit Warnings	No	No	No	No	Yes	No	Yes	Yes
General	Customer Letters Batching	No	No	No	No	Yes	No	Yes	Yes
General	Customizable Columns in Check Register	Yes	Yes	Yes	Yes	No	No	No	No
General	Default Classes based on Payee or Account	No	No	No	No	Yes	No	No	No
General	Default Classes based on Item	No	No	Yes	Yes	Yes	No	No	No
General	Delayed Charges and Credits	No	Yes	Yes	Yes	No	No	No	No
General	Disallow Sales to Overdue Customers	No	No	No	No	Yes	No	No	No
General	Disallow user from entering beginning balances on new Cusomers, Vendors, Items, or Accounts	No	No	No	No	Yes	No	No	No
General	Local Storage Document Attachment	No	No	No	No	Yes	Yes	Yes	Yes
General	Cloud-Based Document Attachment	Yes	Yes	Yes	Yes	No	No	No	No
General	Early Pay Discount Tracking	No	No	No	No	Yes	No	Yes	Yes
General	Easy API/SDK app integration	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Easy Expense recategorization	Yes	Yes	Yes	Yes	Yes	No	No	Yes
General	Easy to read/customize Audit Trail	Yes	Yes	Yes	Yes	No	No	No	No
General	Fixed Asset List and Asset Manager	No	No	No	No	Yes	No	No	Yes
General	Granular Multi-User Support	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Enhanced User Permissions	No	No	No	Yes	Yes	No	No	No
General	Granular User Access Controls and Permissions (115 acces points)	No	No	No	No	Yes	No	No	No
General	Group Items	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Import/Export IIF Files	No	No	No	No	Yes	Yes	Yes	Yes
General	Non-inventory and Service Items	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Inventory Items	No	No	Yes	Yes	Yes	Yes	Yes	Yes
General	Invoice Communications Portal with Customers	Yes	Yes	Yes	Yes	No	No	No	No
General	Keyboard Shortcuts for 90% of functions	No	No	No	No	Yes	Yes	Yes	Yes
General	Location Tracking	No	No	Yes	Yes	No	No	No	No
General	Class Tracking	No	No	Yes	Yes	Yes	Yes	Yes	Yes
General	Make local backups and restore	No	No	No	No	Yes	Yes	Yes	Yes
General	Multi-currency	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Multi-user restrictions for Administrative Functions	No	No	No	No	Yes	Yes	Yes	Yes
General	Multi-user restrictions for some functions	No	No	No	No	No	Yes	Yes	Yes
General	Multiple A/R and/or A/P lines in a transaction	Yes	Yes	Yes	Yes	No	No	No	No
General	Number of Companies open simultaneously* QuickBooks Online requires separate monthly subscriptions for each	Unlimited	Unlimited	Unlimited	Unlimited	2	No	No	2
General	Multiple Companies with one purchase/subscription	No	No	No	No	Yes	Yes	Yes	Yes
General	Multiple Industry Sample Files	No	No	No	No	Yes	No	Yes	Yes
General	Number of Users (Multi-User Support)	3	3	5	25	30	3	5	5
General	Optimal for large data files with high volume and long list sizes	No	No	No	Yes	Yes	No	No	No
General	Other Charges and Payment Items	No	No	No	No	Yes	Yes	Yes	Yes
General	Payroll Features	Basic	Basic	Basic	Basic	Enhanced	Enhanced	Enhanced	Enhanced
General	Print Bills	No	No	No	No	Yes	Yes	Yes	Yes
General	Send Invoice Reminders in Batch	No	Yes	Yes	Yes	No	No	No	No
General	Easy Collaboration with External Accountant without transfering files or accesing remote desktop	Yes	Yes	Yes	Yes	No	No	No	No
General	Smartphone App (limited Functionality)	Yes	Yes	Yes	Yes	No	No	No	No
General	Statement and Finance Charges	No	No	No	No	Yes	Yes	Yes	Yes
General	Traditional QuickBooks Desktop Homescreen, Workflows, and Interface	No	No	No	No	Yes	Yes	Yes	Yes
General	Unlimited Transactions/Data	Yes	Yes	Yes	Yes	No	No	No	No
General	Max Number of Customers/Vendors/Employees Combined	Unlimited	Unlimited	Unlimited	Unlimited	100,000	10,000	10,000	10,000
General	Max Number of Items	Unlimited	Unlimited	Unlimited	Unlimited	100,000	14,500	14,500	14,500
General	Max Number of Classes	0	0	40	Unlimited	10,000	10,000	10,000	10,000
General	Max Number of Locations	0	0	40	Unlimited	0	0	0	0
General	Max Number of Accounts (Chart of Accounts)	250	250	250	Unlimited	10,000	10,000	10,000	10,000
General	US-based free tech support with active monthly/annual subscription	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
General	Works without Internet connection	No	No	No	No	Yes	Yes	Yes	Yes
General	Batch Invoicing	No	No	No	Yes	Yes	No	Yes	Yes
General	Create Expense Transactions (separeted transaction type from Check)	Yes	Yes	Yes	Yes	No	No	No	No
General	Create Recurring / Memorized Transactions	No	yes	yes	Yes	Yes	yes	Yes	Yes
Inventory	Inevntory Value Adjustment	No	No	No	No	Yes	Yes	Yes	Yes
Inventory	Assembly Shortage Reports	No	No	No	No	Yes	No	No	No
Inventory	Auto Markup/Margin adjusting sales price	No	No	No	No	Yes	No	No	No
Inventory	Quick PO creation based on Reorder points and preferred vendors	No	No	Yes	Yes	Yes	No	No	No
Inventory	Barcode Tracking	No	No	No	No	Yes	No	No	Yes
Inventory	Current Availability (QTY on Hand vs. QTY on Sales Order / Pending Build)	No	No	No	No	Yes	No	Yes	Yes
Inventory	Delivery Date Tracking on Transactions	No	No	No	No	Yes	Yes	Yes	Yes
Inventory	Disallow Negative Inventory	No	No	No	No	Yes	No	No	No
Inventory	Drop Ship – Automatic Ship-to Address from SO to PO	No	No	No	No	Yes	No	Yes	Yes
Inventory	Editable Bill of Materials while creating a Build Assembly	No	No	No	No	Yes	No	No	No
Inventory	Enhanced Inventory Receiving (separate Item Receipt from Bill)	No	No	No	No	Yes	No	No	No
Inventory	Inventory Support	No	No	Yes	Yes	Yes	Yes	Yes	Yes
Inventory	FIFO Valuation of Inventory	No	No	Yes	Yes	Yes	No	No	No
Inventory	Find and Select Items in forms	Yes	Yes	Yes	Yes	Yes	No	No	No
Inventory	Inventory Assembly / Bill of Materials	No	No	No	No	Yes	No	Yes	Yes
Inventory	Inventory Center (Central screen for all inventory-related activities)	No	No	No	No	Yes	No	Yes	Yes
Inventory	Where Used, Batch Component replacedment accross multiple BOM's	No	No	No	No	Yes	No	No	No
Inventory	Automatically Build Sub-Assemblies	No	No	No	No	Yes	No	No	No
Inventory	Lot Number or Serial Tracking	No	No	No	No	Yes	No	No	No
Inventory	Multiple Location/Bin Inventory Tracking	No	No	No	No	Yes	No	No	No
Inventory	Multiple Shipping Addresses per customer	No	No	No	No	Yes	Yes	Yes	Yes
Inventory	Multiple Units of Measure	No	No	No	No	Yes	No	Yes	Yes
Inventory	Enhanced Sales Order Fulfilment with Pick/Pack/Ship Status	No	No	No	No	Yes	No	No	No
Inventory	Mobile App/Barcode Support for Sales Orders, Purchase Orders, and CycleCounts	No	No	No	No	Yes	No	No	No
Inventory	Partial Receive PO's and Vendor Backorders	No	No	Yes	Yes	Yes	Yes	Yes	Yes
Inventory	Pictures on Inventory Items for reference (but not includable within Invoices)	No	No	Yes	Yes	Yes	No	No	No
Inventory	Price Levels Based on Percentage from Sales Price	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Inventory	Price Levels Based on specific pricing tables	No	No	Yes	Yes	Yes	No	Yes	Yes
Inventory	Price Levels Based on cost	No	No	No	No	Yes	No	Yes	Yes
Inventory	Purchase Orders	No	No	Yes	Yes	Yes	Yes	Yes	Yes
Inventory	Reorder Points Mininum	No	No	Yes	Yes	Yes	Yes	Yes	Yes
Inventory	Reorder Points Maximum	No	No	No	No	Yes	No	Yes	Yes
Inventory	Sales Order Fulfillment Worksheet and Batch Picklist Print	No	No	No	No	Yes	No	Yes	Yes
Inventory	Sales Orders dropship to PO workflow	No	No	No	No	Yes	No	Yes	Yes
Inventory	UPS/USPS/FEDEX Integration	No	No	No	No	Yes	No	No	No
Job Costing	Payroll-level Job Costing	No	No	Yes	Yes	Yes	Yes	Yes	Yes
Job Costing	Timesheet-level Labor Costing to Projects	No	No	Yes	Yes	No	No	No	No
Job Costing	Entering Sales Reps or Item-level Custom Fields in Bills, Checks, or Credit Card Charges	No	No	No	No	Yes	No	No	No
Payroll	Keep Track of Accrued Sick and Vacation Pay Accuratelly	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Reporting	Built-in Advanced Reporting	No	No	No	No	Yes	No	No	No
Reporting	Fathom App Included for Enhanced Reporting	No	No	No	Yes	No	No	No	No
Reporting	Balance Sheet by Class	No	No	No	No	Yes	No	Yes	Yes
Reporting	Balance Sheet by Location	No	No	Yes	Yes	No	No	No	No
Reporting	Budget Support	No	No	Yes	Yes	Yes	Yes	yes	Yes
Reporting	Create Multiple Budgets	No	No	Yes	Yes	No	No	No	No
Reporting	Forecast	No	No	No	No	Yes	No	Yes	Yes
Reporting	Canned/Standard Reports	60	60	90	90	150	100	115	115
Reporting	Cashflow Projections & Forcasting	No	No	No	No	Yes	No	Yes	Yes
Reporting	Combine / Consolitade Multiple Company Files into one Financial Report	No	No	No	No	Yes	No	No	No
Reporting	Commented Reports	No	No	No	No	Yes	Yes	Yes	Yes
Reporting	Custom Detail Reports	No	No	No	No	Yes	Yes	Yes	Yes
Reporting	Number of Custom Fields on Form header	No	3	3	10	10	5	5	5
Reporting	Number of Custom Fields on Form's transaction lines	No	No	No	10	15	7	7	7
Reporting	Custom fields on Item Lists	No	No	No	No	15	7	7	7
Reporting	Custom fields on Name Lists	No	No	No	No	10	5	5	5
Reporting	Custom List Report	No	No	No	No	Yes	Yes	Yes	Yes
Reporting	Custom Summary Reports	No	No	No	No	Yes	Yes	Yes	Yes
Reporting	Customer/Vendor Types	No	No	No	No	Yes	Yes	Yes	Yes
Reporting	Enhanced Excel Report	No	No	No	No	Yes	Yes	Yes	Yes
Reporting	Filters on Custom Reports	No	No	No	No	Yes	Yes	Yes	Yes
Reporting	Management Reports	No	Yes	Yes	Yes	No	No	No	No
Reporting	Save Memorized/Customized Reports	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Reporting	Scheduled Reporting	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Reporting	Scheduled Reporting (while offline)	Yes	Yes	Yes	Yes	No	No	No	No
Reporting	QuickBooks Business Planner (Business Plan Maker)	No	No	No	No	Yes	No	No	No
Reporting	Reports Only Users	No	No	Yes	Yes	Yes	No	No	No
Reporting	Show Account or Item Descriptions on Reports	No	No	No	No	Yes	Yes	Yes	Yes
Sales Forms	Automatic Invoice or Sales Receipt e-mail	Yes	Yes	Yes	Yes	Yes	Yes	Yes	YES
Sales Forms	On-click e-mailing forms (estimates, sales receipts, purchase orders, and invoices)	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Sales Forms	Basic Form Customization	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Sales Forms	Customizable Formatting on Forms	No	No	No	No	Yes	Yes	Yes	Yes
Sales Forms	Drop Down Custom Fields	No	No	No	Yes	Yes	No	No	No
Sales Forms	Mark Invoices or Credit Memos as Pending	No	No	No	No	Yes	Yes	Yes	Yes
Sales Forms	Multiple Sales Tax in transactions and Sales Tax grouping Reports	No	No	No	No	Yes	Yes	Yes	Yes
Sales Forms	Re-Sort/Organize rows	Yes, Manual Ordering	Yes, Manual Ordering	Yes, Manual Ordering	Yes, Manual Ordering	Sort any Column – Alphabetical	No	No	no
Sales Forms	Rep and Ship Via Tracking	No	No	No	Yes (with custom fields)	Yes	Yes	yes	yes
Sales Forms	Sales Receipt and CC automation	No	Yes	Yes	Yes	No	No	No	No
Sales Forms	Show Item Cost + Markup in Estimates	No	No	No	No	Yes	Yes	Yes	Yes
Sales Forms	Show Item Cost in Invoices	No	No	No	No	Yes	No	No	No
Sales Forms	Subtotal Columns in Transactions	No	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Sales Forms	Calculate ITEM Subtotal Columns in Transactions	No	No	No	No	Yes	No	No	No
Sales Forms	Copy/Paste Line Items within forms	No	No	No	No	Yes	Yes	Yes	Yes