Professional Services Edition - Accounting Software Secrets
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Professional Services Edition

Professional Services Edition

Professional Services Edition

 

According to Intuit’s web site, there are five key features and benefits available with the Professional Services Edition.  All are available in the “plain” premier version except the specific navigator, forms that have been customized for professional services companies, and the following four reports.  While some of these reports could be created by filtering, they would not provide the exact same look.

 

  1. 1.      Expenses Not Assigned to Project – This report is not available without the Professional Services, Contractor, or Accountant Edition.  The report only shows information entered on the expense or item tabs for expenditures.  It does not include the payroll related transactions that have not been assigned to a customer:job.  In the other versions of the product, the best way to accomplish reconciling is to compare the Profit & Loss by Customer:Job with the Profit & Loss Standard for the same time frame.  By double clicking on the Profit & Loss Standard subtotal, it is possible to scroll through the activity looking for entries in the name column that are not customer:jobs (or adding the source name column to see where expenditures have the same name in both columns).
  2. 2.      A/R Aging Detail by Class – The A/R Aging Detail report is available but is not able to be subtotaled by class without this industry specific version.
  3. 3.      Billed/Unbilled by Person – It is possible to modify the standard time reports available in other versions to display the billed, unbilled, and not billable columns, but the summary report in this format is only available with the Professional Services, Contractor, or Accountant Edition. 
  4. 4.      Billed/Unbilled by Person by Activity – This summary report can be duplicated for one person by collapsing the detail and filtering for one name.  It is not possible to have the subtotal by person available on one report in this format without the industry specific version.

 

<span times=”” new=”” mso-bidi-language:ar-sa=”” mso-fareast-font-family:=”” mso-ansi-language:en-us;mso-fareast-language:en-us;=”” “=””><br clear=”all”> </span></strong> </p><p>QBRA-2004: Reports > Industry Specific > Professional Services Reports</p> <p> <img src=”/sites/default/files/1_2.jpg” data-cke-saved-src=”/sites/default/files/1_2.jpg” style=”width: 576px; height: 461px;” alt=””><br></p> <p> </p> <h2>More information on this topic</h2> <p><a data-cke-saved-href=”http://www.4luvofbiz.com/kb/premium.php?cat=25&id=1119″ href=”http://www.4luvofbiz.com/kb/premium.php?cat=25&id=1119″>Intuit Accounting Products</a></p> <p></p>