See how your essential business tasks fit together on the QuickBooks Home page. Tasks are organized by group, like Vendors, Customers, and Banking. Workflow arrows show you how tasks relate to each other, helping you decide what to do next.

Get to the features you need fast with user-friendly navigation . The customizable left tool bar provides access to your open windows and most common tasks. Invoices, Estimates, Sales Receipts, and other forms have simple layouts for easy use.

Gain insights into your business and prepare for tax season with one-click tax reports. Drill down to see the details behind the numbers, and export your reports and all of your QuickBooks formatting to Excel.

Use the Customer, Vendor, and Employee Centers to manage key data easily. The Customer Center, for example, gives you a single place to edit a customer’s billing address, company name, phone number and more, and gives you quick access to related transactions.

Stay on top of your business by customizing your Company Snapshot. See at a glance year-over-year income and expense trends, along with details, and top customers.

Securely download bank and credit transactions directly into QuickBooks.

• Windows® Vista (SP1 inc 64-bit), 7 (inc 64-bit), 8 (inc 64-bit)
• At least 2.0 GHz processor, 2.4 GHz recommended
• Minimum 1 GB of RAM for single user, 2 GB of RAM recommended for multiple users
• Minimum 2.5 GB of available disk space (additional space required for data files)
• 60 MB for Microsoft® .NET 4.0 Runtime (provided on the QuickBooks CD)
• Minimum 1024×768 screen resolution, 16-bit or higher color, default DPI settings
• Minimum 4x CD-ROM drive
• All online features/services require Internet access
• Product registration required

What does it mean when we say Multi-User?

Imagine your business has three people (owner, office manager and payroll clerk) who need to access one QuickBooks file at the same time. The business owner uses one QuickBooks license to run reports, while the office manager uses a second license to enter sales reports and receipts, and the payroll clerk uses a third license to run payroll and print checks.

In this scenario, since three users are using QuickBooks, a 3 User product will be best suited to your business’ needs. Similarly, if your business only has two users that will need to access QuickBooks, a 2 User product will be right for you.

What are the benefits of using QuickBooks Multi-User?

• Multi-user access enables increased productivity and efficiency
• All users have simultaneous access to your most up-to-date company file, ensuring accurate and efficient collaboration
• You can also stay in control and keep your data protected — limit employee access by allowing different levels of user permission within your company’s file

What is the maximum number of simultaneous users for a QuickBooks company file?

The maximum number of simultaneous users (users accessing the file at the same time) for QuickBooks Pro is three users and Premier Edition is five users. A server does not count as a user if no one works on QuickBooks on the server itself. Our Enterprise Solutions product offers the ability for more users to work in the file at the same time.

How can more than one person work on QuickBooks at the same time?

The multi-user mode¹ in QuickBooks Pro and Premier allows multiple users to collaborate on the same company file at the same time. All users must be networked and must each have their own QuickBooks license.

Multi-user mode enables more than one person to work on a company file at the same time increasing collaboration and productivity. It improves accuracy because all users are working on the most up-to-date data. Additionally, it ensures data stays protected because individual user access levels can be set. To enable multi-user mode, go to the File menu in QuickBooks and choose “Multi-User Mode.”

If you need 5 or more users accessing QuickBooks at the same time, please see our QuickBooks Enterprise Solutions products.

When do I need an additional license?

Our standard license agreement requires separate QuickBooks licenses for each person who uses QuickBooks software. However, if you have both a laptop and desktop PC, and you’re the only person using QuickBooks, you only need one license. You need to get additional licenses when additional people need to use QuickBooks on their computers.

What are some common situations in which businesses need to buy additional licenses?

The most common scenario is when more than one person in the business needs to use QuickBooks, even if only for certain specific tasks. For example, a business owner may want to have a copy of QuickBooks solely for running reports, doing payroll, and printing checks, but his office manager needs to use QuickBooks to enter sales orders and receipts. Accordingly, the business needs two licenses.

What if I print out reports from my QuickBooks software for another person? Would I need to get an additional license for this person?

If another person is solely reviewing printed reports that you generate yourself in QuickBooks, then they don’t need to get their own QuickBooks license. However, if they install and/or use QuickBooks, then they will need a separate license.

Can I run QuickBooks both at the office and at home on a single-user license or do I need to purchase separate licenses for both computers? If so, how do I do that?

Under the single-user license, you may install QuickBooks software on one computer for access and use by only one specific person; and, install the software on one additional portable computer so long as only the same specific person accesses and uses the software.

How do I purchase additional licenses outside of what is available on the site?

You can configure your QuickBooks to suit however many users you need. Please send your inquiry using Contact Us link displayed on each page of our site. We would gladly offer you solution that best suits your needs.

Is there a discount if I purchase an additional user or license?

Yes, you will save 10% off a single-user copy of Pro or Premier when you purchase an additional license. Currently, you cannot receive the discount by ordering from the BetterBooksOnline.com Website. To get your discount, please place your order and send the request for the price adjustment referencing this page. The 10% discount applies to “add a seat” licenses only.

Can I run multiple companies from one copy of QuickBooks?

Yes. You can run as many companies as you want from one copy of QuickBooks. Of course, you’ll still need a separate license for each user of QuickBooks if you have multiple users.

What is the maximum number of simultaneous users for a QuickBooks company file?

QuickBooks Premier can accommodate up to 5 simultaneous users. QuickBooks Pro and Premier Edition are best suited for businesses with 1-4 users. (Note that one license is required for each user. A server does not count as a user if no one works on QuickBooks on the server itself). If your business has 5 or more users we recommend the Enterprise Edition.

Can I install a copy of QuickBooks on my network server? Do I need an additional license?

You do not need a separate license if you install QuickBooks on a server for other users to access, but no one directly uses QuickBooks on that server. By choosing the Server Installation during the Installation Interview, QuickBooks will install a version that is appropriate for server access but not for regular QuickBooks use.

If you install QuickBooks on your server, you still must have a license for every user of the program. Only certain configurations involving shared company data files are allowed.

What if I have more questions about multiple users?

You can access additional help on multiple users in several different places:

• During the QuickBooks installation process
• In the materials included with your QuickBooks software

When should I consider QuickBooks Enterprise Solutions?

Move up to QuickBooks Enterprise Solutions when you’re at the point where you need to handle larger amounts of data (resulting from having more customers, vendors, inventory, and transaction volume) and multiple users with ease. With Enterprise Solutions, you get twice the list capacity of QuickBooks Pro and Premier Edition, and you can scale up to 30 simultaneous users with faster performance. The software also offers in-depth security features with different levels of access to more than 120 individual reports. And it includes 13 predefined user roles to make new user setup fast and easy. Learn more about Enterprise Solutions.