QuickBooks Desktop Pro Features
What are the features of QuickBooks Desktop Pro?
General Ledger
- Journal Entries
- Audit Trail
Accounts Receivable
- Invoice Customization
Accounts Payable
- AP Automation
- Payment Processing
Other Functionality
- Reconciliations
Reporting & Analytics
- Financial Statements
- Custom Reporting
- Budgeting / Forecasting
- Dashboards
Platform
- Customization
- User, Role, and Access Management
- Performance and Reliability
- Output Document Generation
Integration
- Data Import and Export Tools
Budgeting & Forecasting
- Budgeting / Forecasting
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Technology Glossary Features
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General Ledger
Journal Entries | Based on 934 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source. | 87% (Based on 934 reviews) | |
Tags / Dimensions | Based on 597 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon. | 83% (Based on 597 reviews) | |
Audit Trail | Based on 751 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record | 85% (Based on 751 reviews) |
Accounts Receivable
Invoice Customization | Based on 927 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. The layout of the invoice template is fully customizable and you can add or remove fields. | 86% (Based on 927 reviews) | |
AR Automation | Based on 717 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions. | 84% (Based on 717 reviews) | |
Collections Automation | Based on 586 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. The system automates the dunning process to help drive collections | 81% (Based on 586 reviews) |
Accounts Payable
AP Automation | Based on 742 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Steamlines data entry by auto populating recurring or predefined vendor values | 86% (Based on 742 reviews) | |
Payment Processing | Based on 838 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow. | 88% (Based on 838 reviews) | |
Purchase Orders | Based on 646 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process | 86% (Based on 646 reviews) |
Other Functionality
Inventory Tracking / Ordering | Based on 441 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. | 83% (Based on 441 reviews) | |
Inventory Pricing and Costing | Based on 462 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit. | 83% (Based on 462 reviews) | |
Inventory Reporting | See feature definition | Based on 449 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Customizable reporting allows insight into usage of inventory and services. | 84% (Based on 449 reviews) |
Multi-Entity / Consolidation | Based on 567 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations | 83% (Based on 567 reviews) | |
Recognition Rules | Based on 567 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Automates recognition of revenue and expenses by defining recognition rules. | 82% (Based on 567 reviews) | |
Reconciliations | Based on 897 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations. | 89% (Based on 897 reviews) | |
Payroll | Based on 636 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Payroll module or integration to an external payroll provider which automates the recording of payroll | 88% (Based on 636 reviews) | |
Time and Expense | Based on 635 QuickBooks Desktop Pro reviews. Automated time and expense capture, tracking, approval, reimbursement and reporting | 87% (Based on 635 reviews) |
Reporting & Analytics
Financial Statements | Based on 986 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. General reporting offered covers all of the standard financial statements and meets the basic needs of the business | 90% (Based on 986 reviews) | |
Custom Reporting | Based on 957 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer | 87% (Based on 957 reviews) | |
Budgeting / Forecasting | Based on 727 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios. | 84% (Based on 727 reviews) | |
Dashboards | Based on 861 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance | 86% (Based on 861 reviews) |
Platform
Customization | Based on 811 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views. | 80% (Based on 811 reviews) | |
User, Role, and Access Management | Based on 872 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Grants access to select data, features, objects, etc. based on the users, user role, groups, etc. | 85% (Based on 872 reviews) | |
Internationalization | Enables users to view and transact business with the same content in multiple languages and currencies. This feature was mentioned in 518 QuickBooks Desktop Pro reviews. | 85% (Based on 518 reviews) | |
Performance and Reliability | Based on 940 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 86% (Based on 940 reviews) | |
Output Document Generation | Based on 851 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
| 86% (Based on 851 reviews) | |
Reporting and Dashboards | Based on 442 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards. | 87% (Based on 442 reviews) | |
User, Role, and Access Management | Based on 434 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. | 89% (Based on 434 reviews) | |
Performance and Reliability | Based on 461 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. | 87% (Based on 461 reviews) | |
Scalability | Based on 408 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Allows administrator to easily add employees and grow payroll process as their company grows. | 87% (Based on 408 reviews) |
Integration
Data Import and Export Tools | Based on 824 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file. | 82% (Based on 824 reviews) | |
API / Integration | Based on 252 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 84% (Based on 252 reviews) | |
Time Tracking Integration | Based on 86 QuickBooks Desktop Pro reviews. Enables administrator to import hours from time tracking systems. | 82% (Based on 86 reviews) | |
Accounting Integration | Based on 290 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Provides standard integration with third party accounting software. | 86% (Based on 290 reviews) | |
Core HR Integration | Based on 69 QuickBooks Desktop Pro reviews. Provides standard integration with third party core HR software. | 85% (Based on 69 reviews) | |
Accounting | Provide integration with accounting and financial management software This feature was mentioned in 83 QuickBooks Desktop Pro reviews. | 90% (Based on 83 reviews) | |
Payments | Integrates with other payments software This feature was mentioned in 79 QuickBooks Desktop Pro reviews. | 91% (Based on 79 reviews) | |
ERP | Deliver integrations with accounting modules of ERP systems 55 reviewers of QuickBooks Desktop Pro have provided feedback on this feature. | 89% (Based on 55 reviews) |
Employee Self Service
Web Portal | Based on 227 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Allows employees to access current and past pay stubs, W-2 forms, and additional salary information. | 84% (Based on 227 reviews) | |
Benefits Manager | Based on 190 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Allows employees to answer or update questions pertaining to benefits and receive information about benefit providers. | 84% (Based on 190 reviews) | |
Mobile | Based on 167 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Allows employees to view pay stub and W-2 information via a smartphone app or mobile optimized website. | 82% (Based on 167 reviews) |
Administration
Payroll Entry | Based on 459 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Allows administrator to enter payroll for all employees based on salary or total hours worked. | 90% (Based on 459 reviews) | |
Time Off Accrual | Based on 330 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Calculation and tracking of sick and vacation days. | 85% (Based on 330 reviews) | |
Direct Deposit | Based on 328 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Automatically deposits paychecks into employees' bank accounts. | 90% (Based on 328 reviews) | |
Expense Reimbursement | Based on 350 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Allows administrator to reimburse employees for business-related purchases. | 87% (Based on 350 reviews) | |
Pre-tax Deductions | Based on 383 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Automatically deducts wages for health care, 401(k) plans, etc. from paychecks. | 87% (Based on 383 reviews) | |
Wage Garnishment | See feature definition | Based on 307 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Allows administrator to set up for wage garnishments to be deducted automatically from employers' paychecks. | 87% (Based on 307 reviews) |
Approvals | Based on 273 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Administrator can submit payroll approval request and the approver can approve, deny, or re-assign it to the appropriate approver. | 88% (Based on 273 reviews) | |
Check/W-2 Printing | Based on 412 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Allows administrators to print valid paychecks and W-2 forms. | 92% (Based on 412 reviews) | |
Check/W-2 Delivery | Based on 341 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Sends printed checks to administrator to distribute to employees. | 90% (Based on 341 reviews) |
Taxes
Tax Calculation | Based on 427 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Calculates taxes due and may include resources or tools for federal and state tax compliance. | 91% (Based on 427 reviews) | |
Tax Filing | Based on 111 QuickBooks Desktop Pro reviews. Files payroll tax forms automatically for federal, state, and local taxes. | 89% (Based on 111 reviews) | |
Automatic Tax Payment | Based on 332 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Allows payroll vendor, via power of attorney, to make electronic payments of withheld taxes to government. | 88% (Based on 332 reviews) |
Cash Flow
Track Cash Flow | Based on 113 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds. | 89% (Based on 113 reviews) | |
Income and Expenses | Based on 129 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Add one-time or recurring cash flow items and add line items for each payment or deposit. | 91% (Based on 129 reviews) | |
File Exports | Based on 120 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis. | 89% (Based on 120 reviews) |
Budgeting & Forecasting
Budgeting / Forecasting | Based on 727 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios. | 84% (Based on 727 reviews) | |
Data Import | Based on 104 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Import trial balance, monthly P&L, balance sheets, and other types of financial data | 85% (Based on 104 reviews) | |
Versioning | Based on 79 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Keeps track of all versions of a budget and allows users to compare versions | 84% (Based on 79 reviews) | |
Historical Data | Based on 104 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Forecasting is based on past transactions and historical financial or operational data | 88% (Based on 104 reviews) |
Revenue
Revenue Types | Based on 111 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Supports multiple types of revenues, such as recurring and transaction based | 89% (Based on 111 reviews) | |
Revenue Allocation | Based on 94 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Allows users to allocate revenues to various business entities or departments | 88% (Based on 94 reviews) | |
Scheduling | As reported in 80 QuickBooks Desktop Pro reviews. Automatic scheduling to ensure that revenue is recognized at the proper time | 87% (Based on 80 reviews) |
Payroll
Direct Deposit | Automatically deposits paychecks into employees' bank accounts. 85 reviewers of QuickBooks Desktop Pro have provided feedback on this feature. | 88% (Based on 85 reviews) | |
Check/W-2 Printing | Allows administrators to print valid paychecks and W-2 forms. This feature was mentioned in 97 QuickBooks Desktop Pro reviews. | 89% (Based on 97 reviews) | |
Tax Calculation | Based on 96 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Calculates taxes due and may include resources or tools for federal and state tax compliance. | 89% (Based on 96 reviews) | |
Reporting and Dashboards | Based on 110 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes. | 89% (Based on 110 reviews) |
Bill Generation
Templates | Provide standard invoice templates that can be customized by users 77 reviewers of QuickBooks Desktop Pro have provided feedback on this feature. | 89% (Based on 77 reviews) | |
Digital Billing | Ability to convert invoices to digital formats such as PDF 68 reviewers of QuickBooks Desktop Pro have provided feedback on this feature. | 94% (Based on 68 reviews) | |
Recurring Billing | As reported in 64 QuickBooks Desktop Pro reviews. Automatically generates invoices at pre-defined time intervals | 92% (Based on 64 reviews) |
Bill Processing
Consolidation | Based on 64 QuickBooks Desktop Pro reviews. Allow users to consolidate multiple invoices into one | 88% (Based on 64 reviews) | |
Batch Invoicing | As reported in 68 QuickBooks Desktop Pro reviews. Ability to create multiple types of invoices | 88% (Based on 68 reviews) | |
Management | Manage invoicing for different types of products or services 74 reviewers of QuickBooks Desktop Pro have provided feedback on this feature. | 92% (Based on 74 reviews) |
AI
Data Extraction | Uses AI to automatically input data from receipts, invoices, and other documents | Not enough data | |
Invoice Processing | Uses AI to generates, send, and track invoices | Not enough data | |
Expense Management | Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns | Not enough data | |
Fraud Detection | Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time | Not enough data | |
Tax Compliance | Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns | Not enough data | |
Support Chatbots | Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports | Not enough data | |
Bank Reconciliations | Uses AI to match transactions recorded in the accounting system with those in bank statements | Not enough data | |
Report Generation | Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business | Not enough data | |
Customizable Alerts | Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances | Not enough data | |
Predictive Analytics | Uses AI to analyze data to identify trends and make predictions | Not enough data |
Mobile Applications - Accounting
Cloud Integration | Enables synchronization of accounting data across devices in real-time | Not enough data | |
Notifications | Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines | Not enough data | |
UI | Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables | Not enough data | |
Offline | Allows users to view and update certain data without an internet connection | Not enough data | |
Expense Tracking | Allows users to capture and upload expense receipts directly from mobile devices | Not enough data | |
Invoice Management | Enables creation, editing, and sending of invoices | Not enough data |
