Learn what the minimum requirements are to run QuickBooks Desktop. Get the best possible experience in QuickBooks. Here’s helpful information about operating system, hardware, software, and other requirements to run QuickBooks Desktop. QuickBooks Pro/Premier 2019 and Enterprise 19.0.
Pros. Advanced features. Ample accounting reports. Excellent tax support. On-premise.
Numerous integrations. Double-entry accounting Cons. Steep learning curve. Limited users. PC-only Overview QuickBooks is one of the most popular names in accounting — and for good reason. The software offers strong accounting, an incredible number of features, and tons of reports and integrations.
The first version of QuickBooks Desktop was created in back in 1992. Many updates and 1.5 million users later, the software remains tried and true and is the accounting software of choice for many small businesses and accountants alike. But is it the right choice for you? Banner Description Next Step Save up to $100 off Quickbooks Pro While many users praise QuickBooks Pro’s strong feature set and traditional accounting, this software comes with an incredibly steep learning curve, which may not be suitable for some users who don’t have the experience or time to learn the software well.
Poor customer support, limited users, and the lack of mobility may also be downsides for some potential users. Continue reading our full review to see if QuickBooks Desktop Pro 2019 is right for your business.
Table of Contents. Pricing QuickBooks Desktop Pro is locally-installed software.
You can purchase a QuickBooks Pro license, or you can purchase a yearly QuickBooks Pro Plus subscription which includes tech support, automatic updates, and automatic backups. If you purchase a QuickBooks Pro license, support will end for the product three years after the product is released. This means you’ll be forced to constantly update and repurchase the software.
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Fortunately, the product is often discounted on the Intuit site and can be bought directly from Intuit or from most local office supply stores (Staples or Office Max, for example). You can return the program at any time during this period and receive a full refund. For larger businesses, there is also and — both locally-installed programs that are incredibly similar to the desktop versions above. The only difference is that these plans support larger industry-specific businesses with more users at a higher cost. Cloud-Based Or Locally-Installed QuickBooks Pro is a locally-installed program, although internet access is required for certain functions (like payroll). You can purchase QuickBooks cloud-hosting at an additional cost. Hardware & Software Requirements QuickBooks Pro is only compatible with Windows (versions 7, 8.1, and 10), Windows Vista (SP2 or later), and Windows Server 2008 (SP1 or SP2), 2012 (R2), or 2016. Certain features require Microsoft Word or Microsoft Excel.
Features requiring internet are only available with Internet Explorer 11. Other hardware requirements include:. 2.4 GHz processor. 4 GB RAM (minimum), 8 GB RAM (recommended). CD-ROM drive (for CD installations).
1280 x 1024 screen resolution for a full list of system requirements. Specific Size Of Business QuickBooks Pro is ideal for small to mid-sized businesses in need of strong accounting and ample features. However, these features may be overkill for some smaller businesses that don’t need such in-depth accounting tools; it’s also not ideal for businesses that need the mobility or ease of use of cloud-based accounting software. But, if you have fewer than three users and are looking for a true accounting solution, QuickBooks Pro is a great option. The software has strong user permissions and a detailed audit trail for the users it does allow. QuickBooks Pro is not scalable for larger businesses as it has a limited number of users. If you are a medium or large-sized business in need of an accounting software solution, take a look at or instead.
Both are locally-installed accounting programs with more users and more industry-specific features than QuickBooks Pro. Accounting Method Both accrual and cash-basis accounting. Ease Of Use QuickBooks Pro has a notoriously steep learning curve, and I will admit that it takes much more time to master than many of its cloud-based competitors. The software can be a bit confusing at first and the setup process is quite involved, but once you invest time into it, everything falls into place and using the software becomes easier and rewarding. If you get stuck, QuickBooks does offer phone support and has a recently re-designed help center with tons of how-to articles.
The customer support can be hit or miss, which is why we’ve written our own with dozens of articles to help you learn to navigate the software step by step. Banner Description Next Step Save up to $100 off Quickbooks Pro Features It’s impossible to cover everything in QuickBooks Pro, but here’s a list of some of the most notable features:. Home: QuickBooks Pro is organized a bit differently than your typical cloud-based accounting program. The homepage is divided into sections for Vendors, Customers, Employees, Banking, and Company. Icons and arrows mark important features and help show users the proper flow of accounting. The left-hand side showcases shortcuts to help you quickly access features, as well as an option to easily view your balances, favorite reports, and any windows you have open.
The side menu is customizable with over 60 different shortcuts, and while the bulk of the features you’ll need are on the homepage, you’ll find a ton of features in the top menu bar as well. Dashboard: If you’re looking for a more traditional dashboard like you’d find with QuickBooks Online, you’ll enjoy the Insights tab. This tab features charts and graphs that quickly give you insight into your company’s Profit and Loss, Income, and Expenses.
Invoicing: There are four invoicing templates to choose from, as well as a custom invoice template option. The templates themselves aren’t anything special, but you can customize the font, color theme, and all of the information shown. You can also use the Layout Designer for advanced customization.
There is no option to autoschedule invoices like there is in QuickBooks Online. However, you can set recurring invoices and send batch invoices, and as a new addition, you can now track the status of your invoices. You can attach discounts, notes, and files to invoices. You can send invoices by email or snail mail. You can create packing slips, sales orders, and sales receipts as well. Estimates: There are four template choices. You can send batch estimates and easily convert estimates into invoices.
You used to be able to add a sales rep’s name to an estimate, but this option no longer exists. Contact Management: You can keep track of customers, vendors, and employees. You can save general contact information — name, company name, email, phone, fax, etc. — but you can add more advanced data as well, including maps and directions. You can also save default payment terms and sales tax rates to each customer. You can create customer-specific to-do lists, easily view contact history, and quickly run reports directly from the Customer Center.
Lead Management: Unlike most accounting software, QuickBooks offers the unique ability to track leads as well. You can save lead information and categorize active leads by hot, warm, cold, and converted. You can also create to-do lists for each lead to help you seal the deal. Expense Tracking: You can enable live bank feeds, download and import bank statements into QuickBooks Pro via.qbo file, or manually enter expense into the software. You can reconcile your bank accounts and set up rules and categorize transactions. You cannot categorize multiple transactions at once (this is one feature QuickBooks Pro lacks compared with QuickBooks Online).
Note: Some banks may charge an additional fee to set up live bank feeds with QuickBooks. Mileage Deductions: You can easily track your mileage deductions using QuickBooks Pro. You can also track deductions for multiple vehicles and run mileage reports. Accounts Payable: You can create bills and recurring bills in QuickBooks Pro.
There is also an appealing Bill Tracker that allows you to easily view unbilled purchase orders, unpaid bills, and paid bills. Chart Of Accounts: QuickBooks Pro provides a default chart of accounts that is completely customizable, or you can create or import a brand new chart of accounts as well. Inventory: You can add items and track your inventory by setting warnings when an item’s quantity gets low. You can run various inventory reports and set specific inventory preferences. Project Management: Weirdly enough, you’ll find this feature located under Customers. Each job must be tied to a specific customer, which is a bit annoying, but the feature is easy enough to use.
You can add the job type, description, and start/end dates. There is basic job costing, but you cannot add tasks (which even the most basic accounting programs usually offer). Time Tracking: You can easily track time by entering it manually or by using the built-in timer. Time shows up as total hours. You can add billable hours to customers’ invoices. Reports: QuickBooks Pro features around 130 reports, and even a few graphs. The most notable reports are the cash flow and sales reports available.
You can mark reports as favorites for easy access. Budgeting: QuickBooks Pro allows you to create in-depth yearly budgets from scratch or by using the previous year’s data. You can easily run detailed budgeting reports. To-Do Lists: This feature allows you to create a to-do list for each customer. To-do list tasks include call, fax, email, meeting, and appointment. You can also set a level of priority for each task ranging from low to high. Calendar: QuickBooks Pro offers a simple in-program calendar — almost too simple.
The calendar only shows an event and not the time. Letter Templates: This is one of the coolest features of QuickBooks Pro.
So long as you have Microsoft Word, you can prepare letters directly from QuickBooks Pro. With a dozen pre-built templates, and the ability to create your own templates, there is a letter template for anything and everything you can think of.
Each template is also completely customizable and can be printed or sent as an email attachment. Print Checks: You can in QuickBooks Pro.
Journal Entries: If you have accountant access, you can create general journal entries. Spell Check: In case you didn’t believe QuickBooks Pro thought of everything before. Tax Support: QuickBooks Pro has an impressive number of tax form options including W-2’s, W-3’s, 940’s, 941’s. 944’s, 1099’s, and 1096’s. (Some forms are only available with a payroll plan). Sales Tax: You can set an innumerable number of sales taxes and combined taxes in QuickBooks Pro.
You can also assign a default tax to a customer or item, which saves a lot of time. Multi-Currency Support: QuickBooks Pro does provide multi-currency support for 155 different currencies, but enabling multi-currency support means you can no longer use the Insight, Income Tracker, or Bill Tracker features. If you do opt for multi-currency support, you will need to download the latest exchange rates periodically within QuickBooks. Importing/Exporting: You can import files via.xls,.iff., and web connect, but the feature is really a glorified copy and pasting tool. You can export data easily enough. Customer Service & Support If you read any customer reviews of QuickBooks, you’ll realize that customer support is not Intuit’s strong suit. This software is notorious for long phone wait times and a lack of email support.
While the company still has a way to go, they have been working on improving their support options. Intuit has recently redesigned their Support Center and improved the in-software search bar to help you find answers to your questions. Phone wait times have also decreased significantly since our last review. When you reach a customer service rep, they are generally kind and helpful, but there can be an inconsistent level of QuickBooks knowledge from person to person. Phone support is only included in the QuickBooks Pro Plus yearly subscription. Users who purchase a QuickBooks Pro license will need to pay extra for phone support.
Here are the places where you can look to find help with QuickBooks:. Phone: You can call Intuit Sales for free. To be fair to Intuit, there are certain QuickBooks Pro issues and questions that don’t require paid phone support.
The general rule of thumb is that “How do I do this” questions are free while technical questions about error messages require paid tech support. Help Center: QuickBooks has a QuickBooks Desktop Learn & Support center where you can find dozens of articles that teach you how to use and troubleshoot the software with step by step instructions. You can also view top FAQs. A recent redesign has made the help center more intuitive. If you don’t find an answer to your question, you can as the QB Community. You can also view past questions from other users. In-Software Support: The in-software help search bar will not only help you locate features within QuickBooks, but it will also give instructions on how to perform certain tasks.
For extra help, it will connect you to the appropriate how-to article in the Learn & Support center. Live Chat: If you go to the QuickBooks site, there is a live chat feature, which can be helpful when you need immediate answers to questions. This form of support is best for general questions or sales questions, and the level of knowledge and helpfulness varies among representatives. YouTube: You can find videos on the QuickBooks YouTube channel, but the QuickBooks Pro specific videos are few and far between. You’d have better luck looking at videos from fellow YouTube users.
There are many CPAs (Certified Public Accountants) and other tech gurus who post viable demos and tutorials on YouTube. QuickBooks Blog: QuickBooks has a blog, but again there is no separating QuickBooks Online from other QuickBooks products. Articles revolve around recent updates and ongoing giveaways and are mostly focused on QuickBooks Online. Training: You can take classes on QuickBooks Pro for an additional cost. Advisor: If you want personal instruction, Intuit can connect you with QuickBooks Pro Advisors who will walk you through the program. This service comes at an additional cost. Social Media: Intuit has a combined Facebook page for all its QuickBooks products.
This page features updates and helpful advice articles, and a few customer comments (generally answered within 24 hours). QuickBooks also has a general Twitter account and a customer service Twitter account. If you need extra help with QuickBooks Pro, don’t forget to check out our complete QuickBooks Pro 101 Series. We have over 30 detailed how-to articles to walk you through all the basics of QuickBooks. Negative Reviews & Complaints Intuit as a whole receives 1/5 stars on Consumer Affairs, with 600 registered complaints covering all Intuit products, not just QuickBooks. Only a few of these complaints revolve around QuickBooks Pro specifically. Most users seem to have positive things to say about QuickBooks Pro overall, but even the positive reviews often have one con thrown in.
Here are some of the recurring issues users have with QuickBooks:. Steep Learning Curve: This is one of the most common issues users have with QuickBooks Pro. Poor Customer Service: Across the board, users were disappointed with the customer service quantity and quality and reported long wait on phone calls, unhelpful scripted answers from representatives, and extra charges for support. Forced Upgrades: Several customers dislike having to repurchase the software every three years. QuickBooks is relatively upfront about their software losing support every three years, but some users were irate and said they were unaware of the forced upgrades, claiming extortion and fraud.
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While repurchasing the software every three years does seem to go against the traditional model of locally-installed software, it can still be cheaper than paying a monthly fee for a cloud-based program. Slow & Buggy: Several users found the software loads slowly. Quite a few users report bugs in the 2016 software, saying that it crashes randomly and their information becomes lost.
Too Expensive: Several users find the software to be too expensive, especially after adding payroll and extra users. Other complaints regard the outdated UI, occasional issues upgrading to newer version of the software, occasional issues with bank live feed connections, not enough control over changes to transactions, and a need for better training on how to use the software. One complaint QuickBooks did address in the 2019 edition was the size of company data files. Quite a few long-term users were encountering problems with their data files becoming exceptionally large, so QuickBooks created a way to condense past company information. Positive Reviews & Testimonials Despite the complaints, QuickBooks Pro still supports thousands of satisfied users.
Intuit gets an A+ rating on BBB, 4.3/5 starts on g2crowd, 4.5/5 stars on Capterra, and 8/10 stars on TrustRadius. These ratings have gone up since our last review and users complaints seem to be decreasing from when I first starting reviewing the software over two years ago. Here are some of the most common praises of QuickBooks Pro:.
East To Use: Believe it or not, many users find QuickBooks Pro easy to use. They like the intuitive organization and find it easy to teach other users. True Accounting: QuickBooks Pro holds true accounting principles. Those used to more traditional accounting, appreciate this as opposed to cloud-based software where almost all of the accounting functions are done entirely behind the scenes.
Accountants in particular love this aspect of QuickBooks Pro. Tons Of Features: Users are constantly amazed by the number of features offered by QuickBooks Pro, especially the reporting, invoicing, inventory, and tax support. Keeps Finances Organized: Multiple users said that appreciate how QuickBooks Pro has everything they need all in one place and keeps their business organized. Better Than QuickBooks Online: Many QuickBooks users have been arguing over which software is better — desktop or cloud?
Most QuickBooks Pro users are adamant supporters of the desktop version. A few users even switched to QBO for the mobility, but then immediately switched back to QuickBooks Pro for the functionality. Here’s what a few real QuickBooks Pro users are saying: The overall experience has been great. QB helps keep our financials well organized, and I would definitely recommend this software to anyone, small business or large. QuickBooks Desktop Pro has been our accounting software of choice for more than 15 years and our organization probably could not survive without it. It installs in a flash, is automatically updated, is intuitive to use, and gives our checks and invoices the professional look we absolutely need. It really makes quick work of any accounting task.
Excellent accounting software for any small to medium-sized business. QuickBooks has you covered if you want to run your business and not worry about accounting. This is a very robust accounting system. Quickbooks is the accounting standard for small businesses. Integrations & Add-Ons QuickBooks Pro has over 190 integrations available for users; however, there aren’t very many payment processing options. For a larger payment gateway selection, consider checking out instead.
Interested in accepting online payments from your customers? Read to learn the pros and cons of popular providers and see which payment processing option is best for your business. Security As locally-installed software, data security is primarily up to you (unless you are using QuickBooks hosting).
Read our post to learn about protecting your data. QuickBooks also offers wonderful online resources for learning how to protect your computer. Final Verdict There’s a reason QuickBooks is one of the biggest names in the accounting and finance business. Given its incredibly robust and advanced set of features, is it really any wonder so many users have been loyal to this product over the years?
Strong accounting reports, customizable letter templates, and a large number of integrations are just icing on the cake. Banner Description Next Step Save up to $100 off Quickbooks Pro QuickBooks Pro does have a steep learning curve and the sheer number of features may be overkill for smaller businesses. However QuickBooks Pro is an excellent choice if you take the time to learn it. The only other downsides are the limited number of users, how expensive additional users and phone support can be, and the instances of poor customer support. For businesses in need of mobility, a cloud-based software like might be a better solution.
All in all, QuickBooks Pro is a reliable, in-depth accounting tool that is suitable for many small businesses. If you still aren’t convinced that QuickBooks Pro is the right choice for your business, check out for more options. Purchased QuickBook Desktop Pro 2019 in December 2018 and have been having issues with it since.
I tried to return it today but it was past the 60 days. It does not connect to my software which is compatible and it does not allow me to upload my bank transactions which it is suppose to do. Every time I call for support they refuse to help because they want me to pay more money for support. I would not have purchased the program if I knew I had to pay extra for support. It is a shame that after paying so much for the program they are refusing to offer phone support.
It is wasted money because I refuse to continue to use something that gives me a headache every time. I have been looking for an alternative to Quickbooks ever since I started using it, but never was able to find anything. I’ve never appreciated how they “sunset” needed features (like emailing invoices) in order to force you to rebuy their software. Or the way they force you to buy payroll subscriptions just to be able to download the most recent tax codes. They had a stranglehold on the market and bullied me into buying their software and payroll subscriptions year after year, for 20 years.
I’ve finally cut the cord. I started using the online accounting software called Wave, and for my small business it’s been perfect! I highly recommend it over Quickbooks Pro. Best of all, I haven’t paid a cent for it.
They have upgrade options, which I may use, but I’m doing everything I was doing in Quickbooks now for free. Intuit’s multi-user pricing and policies are shady. Here are few things they say which we’ve determined are not true.- they say you can’t use Pro if you want to have more than 3 simultaneous users- they say you can’t have more that 5 separate users with Premier and that you have to buy EnterpriseHere’s what does appear to be true for a Premier based multi user environment- you can have as many separate users as you want but only 5 can be logged in at the same time- some of the users can be Pro. They don’t all have to be Premier Here’s what they want you to believe- if you want to have 6 separate users you have to buy Enterprise regardless of whether all six are using QB simultaneously. We’ve determined this is not true.Here’s what we have determined.- you can have as many users as you want and run them in a Premier multi-user environment as long as only 5 are using it simultaneously. Not all of those users have to be Premier. Some can be Pro.
We currently have 6 Premier users. For the version we used before this we had 3 Premiers and 3 Pros.
You can buy a 5 user license for QB Premier for around $1250 street. If you want to add one more user, what Intuit wants you to do is pay another $1200 – $1500 street for that 6th user. You only need to do that if all six users need to be logged in at the same time. But what they will tell you is that you need to purchase the Enterprise 10 user license, and that 6 users are not supported with Premier even if no more than 5 are logged in at any one time. Again we’ve determined that this is not true. I would term that shady business practice at best.
We upgraded in two different companies to the mandatory QuickBooks Pro 2016. In both case we previously had single user with shared files.
When we upgraded we could no longer see it on the 2nd computer. When we called we were first told we needed to pay 69.99 for support. I argued that we should not have to pay support for an upgrade that they should help until it was running correctly. Then I was told that the new QuickBooks did not support sharing of files.
I repeatedly asked to speak to a manager. Finally another person was put on the phone. Still not sure if she was a manager. I asked her why we should pay for support to fix the problem if their new version did not support sharing of files.
I never really got an answer but did finally get a commitment that if they could not fix it 100% we would not be charged. We are waiting for someone to call us back for them to fix it. I still don’t understand if the program does not support why paying support would fix it.
Every time we have had to call QuickBooks support for an issue that is their fault they want to charge. You end up on the phone with them for at least 2 hours. Disclaimer: Merchant Maverick aims to provide accurate and up-to-date information to assist you in your research. You should double-check with the service provider/financial institution directly as well as obtain independent financial advice prior to making any financial commitments or business decisions. Please refer to our to learn more about how we earn compensation from affiliate partnerships and how we maintain our independent editorial integrity. Product & company names, logos, and trademarks referred to on this site belong to their respective owners.
Guarantee: As Advanced Certified QuickBooks Advisors, we work hard to make your QuickBooks solutions function as a key resource for you to manage business growth. We value our QuickBooks customers and are confident in our reputation as leaders in QuickBooks help, support and training (on-site or remotely), we offer a full money back guarantee on QBalance support if you are not satisfied. Just send our QuickBooks Pro Advisors an e-mail with an explanation, so that we may improve our QuickBooks training and QuickBooks help services in the future. Intuit offers a 60 day return policy on the purchase of QuickBooks desktop products. Also, there is a 30 day free trial on QuickBooks Online products.
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