Analyze profitability by project and client

Reports like Billed vs. Proposal by Project, Cost-to-Complete by Job, and Job Costs by Job and Vendor help you stay on top of which projects are most profitable.

Track unbilled time and expenses

See all clients with unbilled time and expenses by employee, project, client or service on a single screen. Easily send an invoice in just a few clicks.

Easily track sales results

Track sales accurately and flexibly with the Sales Summary Form. Enter total payments and taxable/non-taxable sales for the day, week, or any time period you choose.

Stay on top of inventory and costs

Easily track inventory and set reorder points.

Run a profit and loss report

Easily compare one month's profit and loss against another.

Track inventory reorder point by vendor

Track inventory and set optimal inventory levels. Run a report showing items that need reordering.

Track profitability by product

Keep track of your biggest moneymakers so you'll know which products to promote and keep in stock, and which to drop from your line.

Easily prioritize which orders to fulfill

See all open sales orders and prioritize them how you want. Instantly see which orders can be shipped and which can’t.

Create end-of-year donation statements

See who your biggest donors are and track their contributions.

Run donor contribution summary reports

Track each donor's contribution total as needed.

Analyze job profitability

Customized job cost reports allow you to see a job's profitability on a detailed, task-by-task level.

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Create 'Jobs by Vendor' report

Organize your job costs by vendor, and see which vendors still need to be paid.

Create job estimates and track change orders

As a job changes simply enter change orders into the estimate to keep track of the changes and their impact on your bottom line.

Track your balance sheet by class

Use this built-in, easy-to-access report to track financial data separately by location, department, or profit center

Bill clients progressively by job phase

Track and bill clients by time & material, job phase, or percentage completion, whatever works best for your unique business.

Easily manage inventory items

Quickly locate items and complete inventory related tasks all in one place using the Inventory Center in QuickBooks.

Little things to make business easier

Track bounced checks, see key reports in just one click, and other improvements our customers asked us for.                                 

See who's paid you (and who hasn't)

The new Income Tracker shows all your income-producing transactions in one spot, including overdue invoices so you can remind customers to pay up. 

See all your banking transactions

Improved bank feeds pull in all your banking transactions from multiple banks and accounts so you can view and categorize them for tax time.      
                                               

Powerful new email

capabilities
You can now add multiple attachments, customize email templates to include customer or job info, and see prior email conversations.                     

Create Form 990 (Statement of Functional Expenses)

Identify your expenses for presentation to your board, major donors, and the IRS.

Set different billing rates by employee, client, and service

Pay and get paid the right amount by quickly and easily setting different billing rates.