What Are The System Requirements For Sage 50cloud?

Sage 50 System Requirements

Sage 50 System Requirements – Sage 50cloud has so many new, powerful features and add-ons to help small businesses run their operations more efficiently. Before you make a purchase or need to upgrade your Sage 50cloud make sure you have the power you need. Free demo for Sage Accounting and discovery to review the latest features. Speak to a customer service representative to learn the Tips and Tricks to Success using Sage 50cloud give us a call 800.475.1047.

The solution to incompatibility challenges may be to upgrade your Sage 50! Call for Best Pricing.

What are the Sage 50 system requirements for Sage 50Cloud 2020 – U.S. Edition?

When was this version released? on July 1, 2020.Sage 50cloud System Requirements

 

Important: For now Sage will continue to allow Sage 50cloud Accounting—U.S. Edition to be installed on computers with Windows 7 for the foreseeable, future, but some features may not work as designed in future updates. Beginning in March 2020, subsequent versions of Sage 50Cloud Accounting—U.S. Edition will include a warning message when you attempt to install the product on a computer that is running an edition of Windows 7. However, the installation will be allowed to continue. See Article ID 103797 in the Sage knowledge base: Will Sage 50 consultants continue to support Windows 7 even though it is past its end of life? Yes!

Important: Features and functionality of Sage 50 may not work with these versions.

Microsoft XP Users: As of April 8, 2014 Microsoft, support was discontinued for Windows XP.

Windows 7 – On January 14, 2020, Microsoft ends Windows 7’s extended support.

Microsoft Vista Users: As of April 11 2017 Microsoft, discontinues support Windows Vista.

End of Important Notice

 

What are the Minimum system requirements and recommended Sage 50cloud 2020 system configuration?

  • 2.0 GHz processor for single user and multiple users
  • 4 GB of RAM for single user and multiple users

 

What are the Sage 50 system requirements for Sage 50Cloud 2020?

  • Windows® 7, or Windows 8.1 or Windows 10 (version 1709 and higher) with the latest updates from Microsoft installed. Important: On January 14, 2020, Microsoft ended Windows 7’s extended support.
  • 1 GB of disk space for installation
  • Internet Explorer 11.0 supported (version 11.0 and higher with Sage Payroll Solutions, Sage Payments Solutions and other Connected Services integration)
  • Microsoft®.NET Framework 4.7.2, including DirectX Dependency for .NET; requires an additional 280 MB to 850 MB
  • At least high-color (16-bit) SVGA video; Minimum Resolution: 1280×800, Preferred Resolution: 1440×900 or higher; small fonts/DPI settings required
  • All online features/services require Internet access (For best performance download speeds of at least 25mbps and upload speeds of at least 10mbps)
  • Maximum of 5GB file size for Sage Drive companies
  • Computer name of 15 characters or less required

 

Integration/compatibility requirements

  • Excel®, Outlook®, and Word integration requires Microsoft (32-bit) Excel, Outlook, and Word 2007, 2010, 2013 or 2016
  • Office 365 Integration – Requires Office 365 Business Premium or Enterprise Editions
  • Printers supported by Windows 7, Windows 8 or Windows 10
  • In-product demos require Adobe® Flash® Player 11 or greater (version 18 or higher strongly recommended)
  • Adobe® Reader® 11.0 and higher

 

Multi-user Requirements

  • Multi-user environments are supported in Sage 50 Premium Accounting by Sage Software and higher.
  • Multi-user mode is optimized for Windows Server 2008 R2 SP1, Windows Server 2012 R2 (requires installation of KB3118401), Windows Server 2016 and Windows 2019 client-server networks; Windows 7, Windows 8.1 or Windows 10 peer-to-peer networks
  • A maximum of five licensed named users is allowed for Sage 50 Premium Accounting and up to 40 named users for Sage 50 Quantum Accounting; a named user account is granted a license when selected in the user maintenance screen
  • 2 GB of disk space for installation of components on server

 

Terminal Services

Windows Server 2008 R2 SP1, Windows Server 2012 (requires installation of KB3118401), Windows Server 2016 or Windows Server 2019 along with Remote Desktop Connection or Remote Desktop Web Connection client is required to run in a Windows Terminal Services environment; no more than 5 named users for Sage 50 Premium Accounting or up to 40 named users for Sage 50 Quantum Accounting

  • Terminal Server requires additional memory when more than one user is running under Windows Terminal Services

 

Sage 2020 Multi user minimum Recommended system configuration

  • 2.4 GHz processor (Intel Core i3 and higher) for single user and multiple users
  • 4 GB of RAM for single user and 8 GB for multiple users

 

What are the New features of Sage 50cloud 2020? Here is a summary

  • Expanded Fields
  • New Payroll Fields
  • Vendor Notes
  • Contact Email Access
  • Performance enhancements
  • New Data base

 

Expansion of field sizes to allow you to store more characters and information

Address fields associated with Maintenance records for Customers, Vendors and Employees were expanded from 30 to 50 to accommodate a greater number of characters for longer addresses.

The Deposit Ticket ID field has been expanded from 8 to 20 to accommodate a maximum of 20 characters.

The Item Type field associated with Inventory Items was expanded from 8 to 20 for a maximum of 20 characters.

To accommodate Paid Family Leave laws and other additional employee withholding taxes for specific types of businesses, fields (Special 3, Special 4 and Special 5) were added to the Withholding Info tab in the Maintain Employees & Sales Reps

When emailing a Customer form, you can now choose to email a specific contact, other than the primary/bill-to contact by default. Forms included are: Sales Orders, Quotes, Proposals, Sales Invoices, Credit Memos, Change Orders and Receipts

The Vendor Notes field was added to the Maintain Vendors area and mirrors the setup of Maintain Customers where the Notes field was added several releases back.

IPM Inbox (Bell icon) – Sage Message Center: For messages that users have not dismissed in the carousel, a new “bell” notification was added to the Top Navigation on the Dashboard to indicate how many active messages have not been read or dismissed. Clicking on the “bell” icon will open the Sage Message Center which will display active messages, with a read or unread status.

Data Base Performance Enhancements – Database Upgrade from Pervasive v11 to Actian Zen v13 – Sage 50 will perform a database upgrade from Pervasive to Actian during the 2020 upgrade. Ultimately this upgrade will allow Sage 50 perform at an optimal level.

  • Update/install the latest version of Sage 50cloud
  • Convert your company data AFTER installing 2020 latest version

 

“Sage 50 Expert Help for Sage Accounting”

Company Data Upgrade Assistance – Peachtree DOS to Sage 50cloud and/or Sage Peachtree to Sage 50cloud.

View Sage 50 Training ClassesHere and/or Get your complimentary Month End Checklist in excel – Here

 

What are the Sage 50 system requirements for Sage 50 Cloud 2019 – U.S. Edition?

When was this version released? on July 1, 2018.

Important: Features and functionality of Sage 50 may not work with these versions.

Microsoft XP Users: As of April 8, 2014 Microsoft, support was discontinued for Windows XP.

Windows 7 – On January 14, 2020, Microsoft ends Windows 7’s extended support.

Microsoft Vista Users: As of April 11 2017 Microsoft, discontinues support Windows Vista.

End of Important Notice

Sage 50cloud 2019 system requirements

System Requirements

  • 2.0 GHz processor for single user and multiple users
  • 2 GB of RAM for single user and multiple users
  • System Configuration
  • Windows® 7, or Windows 8.1, or Windows 10 (Anniversary Update and higher – version 2019.1 compatible with Windows 10 v1803) with the latest updates from Microsoft installed

 

What are the Minimum Sage 50 system requirements and recommended Sage 50 cloud 2019 system configuration?

  • 1 GB of disk space for installation
  • Internet Explorer 10.0 and 11.0 supported (version 11.0 and higher with Sage Payroll Solutions, Paya Sage Payments Solutions and other Connected Services integration)
  • Microsoft®.NET Framework 4.7.1, including DirectX Dependency for .NET; requires an additional 280 MB to 850 MB
  • At least high-color (16-bit) SVGA video; Minimum Resolution: 1280×800, Preferred Resolution: 1440×900 or higher; small fonts/DPI settings required
  • All online features/services require high speed Internet access (For best performance download speeds of at least 25mbps and upload speeds of at least 10mbps)
  • Maximum of 5GB file size for Sage Drive companies

 

Recommended system configuration

  • 2.4 GHz processor (Intel Core i3 and higher) for single user and multiple users
  • 2 GB of RAM for single user and 4 GB for multiple users

 

Integration/compatibility requirements

  • Excel®, Outlook®, and Word integration requires Microsoft Excel, Outlook, and Word 2007, 2010, 2013 or 2016 (32-bit versions)
  • Office 365 Integration – Requires Office 365 Business Premium or Enterprise Editions
  • Printers supported by Windows 7, Windows 8 or Windows 10
  • In-product demos require Adobe® Flash® Player 11 or greater (version 18 or higher strongly recommended)
  • Adobe® Reader® 11.0 and higher

 

Sage 50cloud 2019 Multi-user

  • Multi-user environments are supported in Sage 50 Cloud Premium Accounting and higher
  • Multi-user mode is optimized for Windows Server 2008 R2 SP1, Windows Server 2012 or Windows Server 2016 client-server networks; Windows 7, Windows 8.1 or Windows 10 peer-to-peer networks
  • A maximum of five licensed named users is allowed for Sage 50 cloud Premium Accounting and 40 named users for Sage 50Cloud Quantum Accounting; a named user account is granted a license when selected in the user maintenance screen
  • 2 GB of disk space for installation of components on server

 

Terminal Services

Windows Server 2008 R2 SP1, Windows Server 2012 or Windows Server 2016 along with Remote Desktop Connection or Remote Desktop Web Connection client is required to run in a Windows Terminal Services environment; no more than 5 named users for Sage 50 Premium Accounting or 40 named users for Sage 50 Quantum Accounting

  • Terminal Server requires additional memory when more than one user is running under Windows Terminal Services

 

What are the New features of Sage 50cloud 2019?

  • Expanded Sales Order Drop down Menu
  • NET Framework 4.7.1 Updates
  • Performance & Reliability improvements
  • User Security Updates
  • Easy Customer Invoice payments

 

Expanded Sales Order Drop down Menu – Expanded Sales Order Dropdown Menu & Totals in Quotes and Purchases List Views. The Sales Order drop down menu has been expanded to match the current field width of the Invoice Number field. In addition, dollar totals are now featured in the Quotes and Purchases List views.

.NET Framework 4.7.1 Updates – Sage 50 now leverages .NET Framework 4.7.1, which is already installed on most operating systems through standard Windows updates. If the update does not exist during installation, .NET Framework 4.7.1 will be installed during the installation process. Several advantages of this update include:

 

Performance & Reliability improvements

User Security Updates – A standard user will need Administrator level credentials to perform some tasks that require Administrator level permissions to execute. Sage 50cloud provides several options that can maintain data security and deter unauthorized users from possible fraudulent activities.

Sage Payroll (SPR) Sync – This release also includes updates to the latest Azure security compliance standards and improved reliability of large sync operations.

Microsoft Office 365 Integration Maintenance

Paypal for Sage Payments Cloud Maintenance – Easy, secure and faster payments. “Invoice Payments,” With Sage 50Cloud 2019 by email and include a Pay Now button that customers can use to pay you with a debit or credit card. Payments are securely processed online and then deposited seamlessly to your bank account.

 

Lookup Displays now offer Year-to-Date (YTD) Sales compared to Last YTD Sales

  • Displays the Date of the last Invoice
  • Shows a listing of Order and Invoice history
  • User can see line item details for historical Orders and Invoices

 

“Certified Sage 50 Consultant”

Upgrade Peachtree DOS to Sage 50cloud and/or Sage Peachtree to Sage 50cloud.

View Sage 50 ClassesHere complimentary Month End Checklist in excel – Here

 

What are the Sage 50 system requirements for Sage 50 Cloud 2018 – U.S. Edition?Sage 50 Cloud 2018 system requirements

When was this Sage Accounting version released? July 12, 2017?

 

Important: Features and functionality of Sage 50 may not work with these versions.

Microsoft XP Users: As of April 8, 2014 Microsoft, support was discontinued for Windows XP.

Windows 7 – On January 14, 2020, Microsoft ends Windows 7’s extended support.

Microsoft Vista Users: As of April 11 2017 Microsoft, discontinues support Windows Vista.

End of Important Notice

 

What are the Minimum system requirements and recommended Sage 50 Cloud 2018 system configuration?

If the minimum requirements are not met Sage 50 Cloud may run but at a reduced speed.

 

Sage 50 Cloud First Step Accounting 2018

 

Sage 50 Cloud First Step has been discontinued in 2018

Conversion: Sage 50 Cloud First Step Accounting 2017 users will only be able to upgrade and convert data to Sage 50 Cloud Pro Accounting or Sage 50 Cloud Premium Accounting 2018 and later releases. For assistance upgrading your Sage Peachtree give us a call 800.475.1047

 

Sage 50 Cloud Pro Accounting 2018 and Sage 50 Cloud Premium Accounting 2018 System Requirements

  • Processor operating at 1.0 GHz or higher (2.0 GHz recommended) ·
  • 4 GB RAM. Recommended 6 GB RAM·
  • 2 GB hard disk space (additional 1 GB needed for installation) ·
  • Latest version of Internet Explorer·
  • Microsoft® supported version of Windows 7, Windows 8.1, or Windows 10 (with the latest updates from Microsoft) ·
  • 256-colour or higher SVGA monitor, minimum resolution of 1024 x 768 ·
  • CD-ROM drive·
  • Forms that can be sent by email require MAPI or SMTP compliant email client, Internet connection, and email service ·
  • 2010, 2013, or 2016 Word and Excel integration requires 32-bit versions of Microsoft Word and Microsoft Excel·
  • Sage 50c integration to Microsoft Office 365 requires Microsoft Office 365 Business Premium·
  • Multiuser (Premium and higher) optimized for Windows 7, Windows 8.1 and Windows 10. Dedicated server recommended: Windows Server 2012, Windows Server 2012 R2, Windows Server 2008 R2, Windows Small Business Server 2008 R2.
  • Terminal Services: Windows Server 2012, Windows Server 2012 R2, Windows Server 2008 R2
  • High speed Internet connection (for subscribed Sage online services, for example, Sage Drive)

 

Conversion: Converts all data from previous versions of Sage 50 Cloud starting with Sage 50 Cloud Accounting Release 2014.0. However, it is not possible to convert to a lower-level version or edition. For assistance upgrading your Sage Peachtree give us a call 800.475.1047

 

Sage 50 Cloud Quantum Accounting 2018 and Sage 50 Cloud Accountant Edition 2018 System Requirements

  • Processor operating at 1.0 GHz or higher (2.0 GHz recommended) ·
  • 4 GB RAM. Recommended 6 GB RAM·
  • 2 GB hard disk space (additional 1 GB needed for installation) ·
  • Latest version of Internet Explorer·
  • Microsoft® supported version of Windows 7, Windows 8.1, or Windows 10 (with the latest updates from Microsoft)
  • 256-colour or higher SVGA monitor, minimum resolution of 1024 x 768 ·
  • CD-ROM drive ·
  • Forms that can be sent via email require MAPI or SMTP compliant email client, Internet connection, and email service.
  • Word and Excel integration requires 32-bit versions of Microsoft Word and Microsoft Excel 2010, 2013, or 2016.
  • Sage 50c integration to Microsoft Office 365 requires Microsoft Office 365 Business Premium.
  • Multi-user (Premium and higher) optimized for Windows 7, Windows 8.1 and Windows 10. Dedicated server recommended: Windows Server 2012, Windows Server 2012 R2, Windows Server 2008 R2, Windows Small Business Server 2008 R2.
  • Terminal Services: Windows Server 2012, Windows Server 2012 R2, Windows Server 2008 R2
  • High speed Internet connection (for subscribed Sage online services, for example, Sage Drive)

 

Conversion: Converts all data from previous versions of Sage 50 starting with Sage 50 Cloud Accounting Release 2014.0. If you need assistance converting older versions of Peachtree to Sage 50 give us a call Sage customer service 800.485.1047

 

What are the New features of Sage 50 Cloud 2018?

  • User Interface Modernization
  • Inactivate Stock Based on Last Activity Date
  • Cleared Column added to Check Register
  • Enhanced Click to Pay
  • Reports Performance Improvements

 

User Interface Modernization – The experience is refreshing and is the most highlighted feature of Sage 50 Cloud 2018 version. A whole new with easier to use features and this different look really updates the software.

Inactivate Stock Based on Last Activity Date – The new inventory features save time and make the data more reliable. In the inventory system you can look for you last activity and mark the whole session items as inactive. This would allow you to take down the obsolete items altogether rather than marking one by one for each item.

Cleared Column on Check Register – In the check register and cash journal reports you now have an empty column which allows you show the check clearing date. When you select the column in the reports and check cleared date it will tell you when the check was cleared in the reconciliation.

Enhanced Click to Pay – In the previous update the new feature was the shared link in the emailed invoices which enables the vendors to pay the amount via card or e-check. But the problem was the mandatory pay now link attached to all the invoices. In the 2018 update, you can now turn the option off for all the customers.

General Improvements

  • Performance Improvements for Reports
  • In product messages with bell sound notification
  • Add Attachments to a General Journal Entry
  • Expanded Sales Order drop down lookup
  • Printing packing list or picking list
  • Vendor Notes Field
  • Expanded data entry and payroll withholding fields

Ability to select a specific contacts email address

List Enhancements include

  • Added Additional Date Range Options – Last year
  • Added Additional Date Range Options – Last Year to date
  • Added Transaction amount totals
  • Updated Global Options to include a date range setting

Revised Form W-4, Employee’s withholding allowance certificate for 2020

Replaces complicate worksheet with simple questions that make accurate withholding easier

Alliances are no longer used for the redesign Form W-4 to increase transparency, simplicity, and accuracy.

Employees who have submitted Form W-4 in any year before 2020 are not required to submit a new form. Employers will continue to computer withholding based on the information from the most recently submitted form W-4 from the employee on file.

The revised 2020 W-4 version will be the only valid form for:

  • Employees hired after 2019
  • Employees that want to adjust their withholding after 2019

Sage Drive becomes multi user

No more USB for backups

  • Your data stays right where you need it. In the cloud
  • Transactions are saved to the cloud real time
  • From primary drive to the Sage Drive
  • From the Sage Drive to your accountant, at home, on the road and on vacation
  • If there are changes to the cloud you will see the downloading to Sage Drive message

 

Requirements for Sage Drive

  • Latest version of Sage 50 cloud installed o all computers
  • High Speed internet connection
  • Sage Drive Multi User Service
  • Each user is required to have a unique Sage ID
  • Important: Company data size limit for Sage Drive is 5.38GB for each company, which includes attachments and archives.
  • Internet connection speeds
  • Download: 20 mbps or higher
  • Upload 10: mbps or higher
  • Minimum Speeds
  • Download: 20 mbps
  • Upload: 5 mbps

Important: Always check company data size and internet speed prior to getting started with Sage Drive Multi-user. Refer to the getting started guide in knowledge base article 92913 for additional details.

Can I still get help for Sage 50 cloud 2018 – U.S. Edition?

With the Sage 50 2020 release Sage did retired this version and discontinued support. However, YES support is available from Authorized Resellers that provide professional services for Sage 50 cloud 2018. Reach out if you need any assistance 800.475.1047 we are more than happy to provide guidance.

 

“Sage 50 Expert Help for Sage Accounting”

Company Data Upgrade Assistance – Peachtree DOS to Sage 50cloud and/or Sage Peachtree to Sage 50cloud.

View Sage 50 Training ClassesHere and/or Get your complimentary Month End Checklist in excel – Here

 

What are the system requirements of Sage 50C 2017 – U.S. Edition?Sage 50 2017 system requirements

When was this version released? September, 2016

 

Important: Features and functionality of Sage 50 may not work with these versions.

Microsoft XP Users: As of April 8, 2014 Microsoft, support was discontinued for Windows XP.

Windows 7 – On January 14, 2020, Microsoft ends Windows 7’s extended support.

Microsoft Vista Users: As of April 11 2017 Microsoft, discontinues support Windows Vista.

End of Important Notice

 

What are the Minimum system requirements and recommended Sage 50C 2017 system configuration?

The following are absolute minimum system requirements. If the minimum requirements are not met Sage 50C may have reduced performance.

 

Sage 50C First Step 2017 System Requirements

  • Processor operating at 1.0 Ghz or higher (2.0 Ghz recommended)
  • 512 MB of RAM (1 GB recommended)
  • 2 GB hard disk space (additional 1 GB needed for installation)
  • Latest version of Internet Explorer
  • Microsoft® supported version of Windows 7, Windows 8.1, Windows 10 (with the latest updates from Microsoft)
  • 256-colour or higher SVGA monitor, minimum resolution of 1024 x 768
  • CD-ROM drive
  • Word and Excel integration requires 32-bit version of Microsoft Word and Microsoft Excel 2007, 2010, or 2013 or 2016

Conversion: Sage 50C First Step Accounting 2017 users will only be able to upgrade or convert data to the current or later releases of Sage 50 First Step Accounting, Sage 50 Pro Accounting or Sage 50C Premium Accounting. See related resources How do I convert company files from prior versions of Simply Accounting and Sage 50C to Sage 50 2017. For assistance upgrading your Sage Peachtree give us a call 800.475.1047.

 

Sage 50C Consultant for Pro 2017 and Sage 50C Premium 2017 System Requirements

  • Processor operating at 1.0 GHz or higher (2.0 GHz recommended)
  • 512 MB of RAM (1 GB recommended)
  • 2 GB hard disk space (additional 1 GB needed for installation)
  • Latest version of Internet Explorer
  • Microsoft® supported version of Windows 7, Windows 8.1 or Windows 10 (with the latest updates from Microsoft) 256-colour or higher SVGA monitor, minimum resolution of 1024 x 768
  • CD-ROM drive
  • Forms that can be sent via email require MAPI or SMTP compliant email client, Internet connection, email service.
  • Word and Excel integration requires 32-bit versions of Microsoft Word and Microsoft Excel 2007, 2010, 2013, or 2016
  • Sage 50c integration to Microsoft Office 365 requires Microsoft Office 365 Business Premium
  • Multi-user (Premium and higher) optimized for Windows 7, Windows 8.1 and Windows 10. Dedicated server recommended: Windows Server 2012, Windows Server 2012 R2, Windows Server 2008, Windows Server 2008 R2, Windows Small Business Server 2008, Windows Small Business Server 2008 R2
  • Terminal Services: Windows Sever 2012, Windows Server 2012 R2, Windows Server 2008, Windows Server 2008 R2
  • High speed internet connection (for subscribed Sage online services, for example, Sage Drive)

Sage 50C Quantum 2017 System Requirements

  • Processor operating at 2.0 GHz or higher (Multiple-core processor operating at 2.33 GHz recommended)
  • 1 GB of RAM (2 GB recommended)
  • 2 GB hard disk space (additional 1 GB needed for installation)
  • Latest version of Internet Explorer
  • Microsoft supported version of Windows 7, Windows 8.1, or Windows 10 (with the latest updates from Microsoft)
  • 256-colour or higher SVGA monitor, minimum resolution of 1024 x 768
  • CD-ROM drive
  • Forms that can be sent via email require MAPI or SMTP compliant email client, Internet connection, email service
  • Word and Excel integration requires 32-bit versions of Microsoft Word and Microsoft Excel 2007, 2010 2013, or 2016
  • Sage 50c integration to Microsoft Office 365 requires Microsoft Office 365 Business Premium
  • Multi-user (Premium and higher) optimized for Windows 7, Windows 8.1 and Windows 10. Dedicated server recommended: Windows Server 2012, Windows Server 2012 R2, Windows Server 2008, Windows Server 2008 R2, Windows Small Business Server 2008, or Windows Small Business Server 2008 R2
  • Terminal Services: Windows Server 2012, Windows Server 2012 R2 Windows Server 2008, Windows Server 2008 R2
  • High-speed Internet connection (for subscribed Sage online services, for example, Sage Drive)

 

What are the New features of Sage 50C 2017?

  • Click-to-Pay Invoicing
  • Enhanced Sage One Mobile Invoicing
  • Online Invoice Payment
  • Sage Contact app for Microsoft Office 365 Business Premium
  • Improved Office 365 Cloud Backup
  • Read-only access to a Sage Drive company

 

Outlook 2016 compatibility – Send an email (such as an invoice) from Sage 50C using Outlook 2016.

Pause Sharing in Sage 50c – You can now easily pause and resume sharing of your data over Sage Drive as needed. Sharing still limits you to a single user, but this is Sage’s first step in overcoming that limitation. (This feature only applies to Sage 50c subscribers, not users with a traditional Sage 50 license)

When sharing is paused, in addition to returning to multi-user access, you’ll be able to perform the following single user tasks:

  • Backup
  • Change Accounting Period
  • Data Verification
  • Integrity Check
  • Year-End / Purge Wizard
  • Access Maintain Company Information

 

Important – completely stop sharing a company to use these tasks:

  • Restore Backup
  • Setup User Security
  • Change posting method
  • Select File, “Open Company As” in the Sage 50 Accountant Edition

 

Support for Customer ACH Payments – Users who process credit cards through a Sage Payment Solutions merchant account can now securely store customer’s ACH information in their customer record, and can process customer ACH payments through the Receive Money window in the same way they can process credit card transactions.

Multi-user access

  • With Sage Drive integration, one person can work with data in the cloud while others can access it in read-only mode anywhere.

Get paid faster

  • Why wait around? Online invoicing and payments.

Increased storage

  • With Microsoft Office 365 integration, you now have 1 Terabyte (TB) storage in the cloud to securely store and retrieve your files. (requires Microsoft Office 365 Business Premium)

Sage Intelligence Reporting feature will be activated automatically.

 

Can I still get help for Sage 50C 2017 – U.S. Edition?

With the Sage Software 2019 release Sage did retired this version and discontinued support. However, YES support is available from Authorized Resellers that provide professional services for Sage 50C 2017. Reach out if you need any assistance 800.475.1047

“Sage 50 Expert Help for Sage Accounting”

Company Data Upgrade Assistance – Peachtree DOS to Sage 50cloud and/or Sage Peachtree to Sage 50cloud.

View Sage 50 Training ClassesHere and/or Get your complimentary Month End Checklist in excel – Here

 

What are the system requirements of Sage 50C 2016 – U.S. Edition?Sage 50c 2016 system requirements

When was this version released? on September 1, 2015?

 

Important: Features and functionality of Sage 50 may not work with these versions.

Microsoft XP Users: As of April 8, 2014 Microsoft, support was discontinued for Windows XP.

Windows 7 – On January 14, 2020, Microsoft ends Windows 7’s extended support.

Microsoft Vista Users: As of April 11 2017 Microsoft, discontinues support Windows Vista.

End of Important Notice

 

What are the Minimum system requirements and recommended Sage 50C 2016 system configuration?

 

The following are absolute minimum system requirements. Sage 50C may run but at a reduced speed or not at all.

 

Sage 50C First Step Accounting 2016 System Requirements

  • Processor operating at 1.0 Ghz or higher (2.0 Ghz recommended)
  • 512 MB of RAM (1 GB recommended)
  • 2 GB hard disk space (additional 1 GB needed for installation)
  • Internet Explorer 11 or later
  • Microsoft supported version of Windows Vista, Windows 7, Windows 8, Windows 10 (with the latest updates from Microsoft)
  • 256-colour or higher SVGA monitor, minimum resolution of 1024 x 768
  • CD-ROM drive
  • Word and Excel integration requires Microsoft Word and Microsoft Excel 2007, 2010, or 2013

 

Conversion: Sage 50C First Step 2016 users will only be able to upgrade and convert data to later releases of Sage 50C Pro or Sage 50C Premium. For assistance upgrading your Sage Peachtree give us a call 800.475.1047

 

Important – Microsoft XP Users: As of April 8, 2014 Microsoft, supports for Windows XP has been discontinued, therefore going forward some features and functionality may not work with Windows XP. Any Sage 50C updates released after this date have not been tested for compatibility with Windows XP

 

Sage 50C Pro 2016 and Sage 50C Premium System Requirements

  • Processor operating at 1.0 GHz or higher (2.0 GHz recommended)
  • 512 MB of RAM (1 GB recommended)
  • 2 GB hard disk space (additional 1 GB needed for installation)
  • Internet Explorer 11 or later
  • Microsoft supported version of Windows Vista, Windows 7, Windows 8.1 or Windows 10 (with the latest updates from Microsoft) 256-colour or higher SVGA monitor, minimum resolution of 1024 x 768
  • CD-ROM drive
  • Forms that can be sent via email require MAPI-compliant email client, Internet connection, email service, and word processor
  • Word and Excel integration requires 32-bit versions of Microsoft Word and Microsoft Excel 2007, 2010 or 2013
  • Outlook synchronization requires 32-bit versions of Microsoft Outlook 2007, 2010 or 2013 (Premium and higher)
  • Multi-user (Premium and higher) optimized for Windows Vista, Windows 7, Windows 8.1 and Windows 10. Dedicated server recommended: Windows Server 2008, Windows Server 2008 R2, Windows Small Business Server 2008, Windows Small Business Server 2008 R2, Windows Server 2012, Windows Server 2012 R2.
  • Terminal Services: Windows Server 2008, Windows Server 2008 R2, Windows Server 2012, Windows Server 2012 R2
  • Connected Services: Online services such as Sage Drive require a high-speed Internet connection and the latest browsers supported by your operating system.

 

Important – Microsoft XP Users: As of April 8, 2014 Microsoft, no longer supports Windows XP, therefore going forward some features and functionality may not work with Windows XP. Any Sage 50 updates released after this date have not been tested for compatibility with Windows XP.

 

Sage 50C Quantum 2016 System Requirements

  • Processor operating at 2.0 GHz or higher (Multiple-core processor operating at 2.33 GHz recommended)
  • 1 GB of RAM (2 GB recommended)
  • 2 GB hard disk space (additional 1 GB needed for installation)
  • Internet Explorer 11 or later
  • Microsoft supported version of Windows Vista, Windows 7, Windows 8.1, or Windows 10 (with the latest updates from Microsoft)
  • 256-colour or higher SVGA monitor, minimum resolution of 1024 x 768
  • CD-ROM drive
  • Forms that can be sent via email require MAPI-compliant email client, Internet connection, email service, and word processor
  • Word and Excel integration requires 32-bit versions of Microsoft Word and Microsoft Excel 2007, 2010, or 2013
  • Outlook synchronization requires 32-bit versions of Microsoft Outlook 2007, 2010, or 2013 (Premium and higher)
  • Multi-user (Premium and higher) optimized for Windows Vista, Windows 7, Windows 8.1 and Windows 10. Dedicated server recommended: Windows Server 2008, Windows Server 2008 R2, Windows Small Business Server 2008, or Windows Small Business Server 2008 R2, Windows Server 2012, Windows Server 2012 R2
  • Terminal Services: Windows Server 2008, Windows Server 2008 R2, Windows Server 2012, Windows Server 2012 R2
  • Important – Microsoft XP Users: As of April 8, 2014 Microsoft, supports for Windows XP has been discontinued, therefore going forward some features and functionality may not work with Windows XP. Any Sage 50 updates released after this date have not been tested for compatibility with Windows XP.

 

What are the New features of Sage 50C 2016?

  • One-click invoices from customer records
  • One-click purchase orders on vendor screens
  • Receive inventory from the purchase order
  • Personalize text on emails
  • Easy order-to-invoice conversion
  • More powerful and customizable lists

 

Process Credit Card Refunds from inside Sage 50C – If you use Sage Payment Solutions to process credit cards right in the Receive Money window of Sage 50, you’ll be happy to know that you can finally process a refund the same way. Just bring up the receipt that originally paid the invoice and click the “Issue Refund” link. A new receipt will be created and its status will show “Approved – Refund Receipt.” The original receipt’s status will then show “Approved – Refund Issued.”

Convenient Signup for Payroll and Credit Card Processing – In-program signups have been added to make it easier to sign up for Credit Card Processing (Sage Payment Solutions) and payroll, including Sage Full-Service Payroll.

Easy Conversion of Sales Orders and Purchase Orders to Invoice has been fixed. – Version 2015.3 added a button to the sales order window to convert an order to a sales invoice and an equivalent button in the purchase order window to convert a PO to an accounts payable invoice. A bug that was in this feature has been fixed so that changes made to the order’s header information, such as such as the ship-to address, will now be copied correctly to the invoice.

Easier Upgrades – Version upgrades and updates will now download automatically and prompt you to install when it is ready. No more watching for email notifications and manual downloads.

Data Sharing with Sage Drive – This feature is available only to Sage 50c subscribers. (Click here for details on Sage 50 vs Sage 50c) It allows you to grant access to another Sage 50c user outside your office. This can be a convenient way to give your CPA access to your Sage 50 data or to access from home. The other user must also have Sage 50c installed on their computer.

Important Microsoft Outlook Integration Removed – Previous versions could sync customers, vendors, and employees with separate Outlook contact lists. This feature has been discontinued due to the low volume of users who used this feature.

Windows XP and Server 2003 No Longer Supported – This corresponds with Microsoft has discontinued support for these two software products. If you are still using Windows XP or Server 2003, you will need to upgrade your operating system before you can upgrade to Sage 50 2016. Keep this in mind if you do payroll in Sage 50C 2015 as it will become obsolete later this year. Actually, support for Windows XP and Server 2003 was dropped with Sage 50 v2015 but it still ran fine, at just wasn’t officially supported. But in version 2016 Sage has switched their .Net version to 4.5.2, which won’t install on XP and Server 2003.

 

Can I still get help for Sage 50C 2016 – U.S. Edition?

With the Sage 50 2018 release Sage did retired this version and discontinued support.

However, if you need YES support is available from Authorized Resellers that provide assistance for Sage 50C 2016. Reach out if you need a consultant to help you give us a call 800.475.1047

 

“Sage 50 Expert Help for Sage Accounting”

Company Data Upgrade Assistance – Peachtree DOS to Sage 50cloud and/or Sage Peachtree to Sage 50cloud.

View Sage 50 Training ClassesHere and/or Get your complimentary Month End Checklist in excel – Here

 

What are the system requirements for Sage 50 2015 – U.S. Edition?Sage 50 2015 system requirements

When was this version released? April 12, 2014

 

Important: Features and functionality of Sage 50 may not work with these versions.

Microsoft XP Users: As of April 8, 2014 Microsoft, support was discontinued for Windows XP.

Windows 7 – On January 14, 2020, Microsoft ends Windows 7’s extended support.

Microsoft Vista Users: As of April 11 2017 Microsoft, discontinues support Windows Vista.

End of Important Notice

 

What are the Minimum system requirements and recommended Sage 50 2015 system configuration? The following are absolute minimum system requirements. Sage 50 may run but at a reduced speed.

 

Sage 50 First Step Accounting 2015 Minimum System Requirements:

  • Processor operating at 1.0 GHz or higher (2.0 GHz recommended)
  • 512 MB of RAM (1 GB recommended)
  • 2 GB hard disk space (additional 1 GB needed for installation)
  • Internet Explorer 7.0 or later
  • Microsoft® supported version of Windows® Vista, Windows 7, and Windows 8 (with the latest updates from Microsoft)
  • 256-colour or higher SVGA monitor, minimum resolution of 1024 x 768
  • CD-ROM drive
  • Word and Excel integration requires Microsoft Word and Microsoft Excel 2007, 2010, or 2013

 

Conversion: Sage 50 First Step Accounting 2015 users will only be able to upgrade and convert data to later releases of Sage 50 Pro Accounting or Sage 50 Premium Accounting. Imports customer and vendor data from some other accounting software systems. For assistance upgrading your Sage Peachtree give us a call 800.475.1047

 

Sage 50 Pro and Premium Accounting 2015 Minimum System Requirements:

  • Processor operating at 1.0 GHz or higher (2.0 GHz recommended)
  • 512 MB of RAM (1 GB recommended)
  • 2 GB hard disk space (additional 1 GB needed for installation)
  • Internet Explorer 7.0 or later
  • Microsoft® supported version of Windows® Vista, Windows 7, and Windows 8 (with the latest updates from Microsoft) Important support for these have been discontinued by Microsoft.
  • 256-colour or higher SVGA monitor, minimum resolution of 1024 x 768
  • CD-ROM drive
  • Forms that can be sent via e-mail require MAPI-compliant e-mail client, Internet connection, e-mail service, and word processor
  • Word and Excel integration requires 32-bit versions of Microsoft Word and Microsoft Excel 2007, 2010 or 2013
  • Outlook synchronization requires 32-bit versions of Microsoft Outlook® 2007, 2010 or 2013 (Premium and higher)
  • Multi-user (Premium and higher) optimized for Windows Vista and Windows 7. Dedicated server recommended: Windows Server 2008, Windows Server 2008 R2, Windows Small Business Server 2008, Windows Small Business Server, 2008 R2.
  • Terminal Services: Windows Server 2008, Windows Server 2008 R2
  • Connected Services: Online services such as Sage Drive require a high-speed internet connection

 

Conversion: Converts all data from previous versions of (Sage 50 formerly Sage Simply Accounting), excluding DOS and Macintosh® versions. However, it is not possible to convert to a lower-level version. Converts general ledger, customer, vendor, employee, and inventory data from some other accounting software systems. For assistance upgrading your Sage Peachtree give us a call 800.475.1047

 

Sage 50 Quantum Accounting and Accountants’ Edition 2015 Minimum System Requirements:

  • Processor operating at 2.0 GHz or higher (Multiple-core processor operating at 2.33 GHz recommended)
  • 1 GB of RAM (2 GB recommended)
  • 2 GB hard disk space (additional 1 GB needed for installation)
  • Internet Explorer 7.0 or later
  • Microsoft® supported version of Windows® Vista, Windows 7, and Windows 8 (with the latest updates from Microsoft)
  • 256-colour or higher SVGA monitor, minimum resolution of 1024 x 768
  • CD-ROM drive
  • Forms that can be sent via e-mail require MAPI compliant e-mail client, Internet connection, e-mail service, and word processor
  • Word and Excel integration requires 32-bit versions of Microsoft Word and Microsoft Excel 2007, 2010, or 2013
  • Outlook synchronization requires 32-bit versions of Microsoft Outlook® 2007, 2010, or 2013 (Premium and higher)
  • Multi-user (Premium and higher) optimized for Windows Vista, and Windows 7. Dedicated server recommended: Windows Server 2008, Windows Server 2008 R2, Windows Small Business Server 2008, or Windows Small Business Server 2008 R2
  • Terminal Services: Windows Server 2008, Windows Server 2008 R2
  • Connected Services: Online services such as Sage Drive require a high-speed internet connection

 

Conversion: Converts all data from previous versions of Sage 50 (formerly Sage Simply Accounting), excluding DOS and Macintosh® versions. However, it is not possible to convert to a lower-level version. Converts general ledger, customer, vendor, employee, and inventory data from some other accounting software systems. For assistance upgrading your Sage Peachtree give us a call 800.475.1047

 

Important – Microsoft XP Users: As of April 8, 2014 Microsoft, has discontinued support for Windows XP, therefore going forward some features and functionality may not work with Windows XP. Any Sage 50 updates released after this date have not been tested for compatibility with Windows XP.

 

What are the New features of Sage 50 2015?

  • New Look and Feel
  • Backup manager
  • Inactive accounts
  • Windows selection method
  • Refreshed access rights
  • Shortcut keys
  • Multiple user options
  • Color theme choices

 

Sage 50 Complete – The Complete edition of Sage 50 is being retired in version 2015. Users on this product will be moved up to Sage 50 Premium when they upgrade to version 2015.

Construction, Distribution, Manufacturing, and Nonprofit editions of Sage 50 Premium are also being retired. These users will be upgraded to Sage 50 Quantum when they install version 2015.

More user options will be added. Instead of just 1,3, or 5 user options, Sage 50 Premium customers will now be able to choose the exact number of users they need: 1, 2, 3, 4, or 5 users. Quantum users will have those same options, as well as the 10, 15, 20, 30, and 40 user options that were already available.

New Monthly Subscription option is being offered for Business Care in addition to the current annual plan. The monthly plan is a true subscription model. If you cancel your monthly subscription, your data will become view-only. The annual plan still gives you a perpetual license to use the software.

Sage 50 Sage Intelligence Reporting interface and usability updates – In the Sage 50 Intelligence Reporting Report Manager, the old menus and buttons have been replaced with a more modern, easy to read Microsoft Office style ribbon.

What was discontinued in Sage 50 2015?

Crystal Reports – Previously, Premium and Quantum included a full copy of Crystal Reports for designing reports and a run-time version was included for viewing reports written in Crystal. Since users now have access to Sage 50 Intelligence Reporting, Crystal Reports is no longer included and it has been removed from the Reports menu. If you are using Crystal Reports, your current version of Crystal will continue to work, you will just have to run your reports from Crystal instead of from Sage 50.

UPS Integration – The integration with UPS has been discontinued. Sage is recommending ShipRush or ShipGear for users who need UPS or FedEx integration.

 

Can I still get help for Sage 50 2015 – U.S. Edition?

With the Sage 50 2017 release Sage did retired this version and discontinued support.

However, if you need YES support is available from Authorized Resellers that provide professional services for Sage 50 2015. Reach out if you need any assistance 800.475.1047

 

“Sage 50 Expert Help for Sage Accounting”

Company Data Upgrade Assistance – Peachtree DOS to Sage 50cloud and/or Sage Peachtree to Sage 50cloud.

View Sage 50 Training ClassesHere and/or Get your complimentary Month End Checklist in excel – Here

What are the system requirements of Sage 50 2014 – U.S. Edition?

When was this version of Sage 50 released? April 14, 2013Sage 50 2014 system requirements

 

Important: Features and functionality of Sage 50 may not work with these versions.

Microsoft XP Users: As of April 8, 2014 Microsoft, support was discontinued for Windows XP.

Windows 7 – On January 14, 2020, Microsoft ends Windows 7’s extended support.

Microsoft Vista Users: As of April 11 2017 Microsoft, discontinues support Windows Vista.

End of Important Notice

 

What are the Minimum and recommended Sage 50 2014 system configuration?

  • 2.4 GHz processor for single user and multiple users
  • 1 GB of RAM for single user and 2 GB for multiple users

 

Minimum System Requirements

  • 2.0 GHz processor for single user and multiple users
  • 1 GB of RAM for single user and multiple users
  • Windows® XP SP3, Windows Vista® SP1 or Windows® 7 Home Premium or higher
  • Important – Microsoft has discontinued support for XP, Vista and Windows 7
  • 1 GB of disk space for installation. An additional 1 GB is required for a network server installation
  • Internet Explorer 7.0 required; Internet Explorer 8.0 and 9.0 supported
  • Microsoft®.NET Framework CLR 3.5 SP 1. Requires an additional 280 MB to 610 MB
  • At least high color (16-bit) SVGA video; supports 1024×768 resolution with small fonts required
  • DVD-ROM
  • All online features/services require Internet access with at least a 56 Kbps modem

 

Integration/Compatibility Requirements

  • Excel®, Outlook®, and Word integration requires Microsoft Excel, Outlook, and Word 2003, 2007, or 2010
  • Outlook Sync supported in Exchange 2000 SP2, 2003, 2007 and 2010
  • Printers supported by Microsoft Windows XP/Vista/7
  • In-product demos require Macromedia® Flash™ Player
  • Adobe® Reader® 9.0 required
  • Crystal Report® 2008 SP1. Requires an additional 300 MB of available disk space

 

Multi-User

  • Multi-user environments are supported in Sage 50 Complete Accounting and higher
  • Multi-user mode is optimized for Windows Server 2003 or Windows Server 2008 client-server networks, and Windows XP/Vista/7 peer-to-peer networks
  • A maximum of five licensed named users are allowed. A named user account is granted a license when selected in the user maintenance screen

 

Terminal Services

  • Terminal Services are supported in Sage 50 Complete Accounting and higher
  • Windows 2003 or 2008 Server along with Remote Desktop Connection or Remote Desktop Web Connection client is required to run in a Windows Terminal Services environment. No more than 5 named users
  • Terminal Server requires additional memory when more than one user is running under Windows Terminal Services. An additional 21 MB RAM is recommended for each additional user

 

What are the New features of Sage 50 2014?

  • More Efficient Invoicing
  • At-a-glance Quote Status Features
  • Streamlined Accounts Payable
  • Time-saving Accounts Receivable Enhancements
  • Sage 50 system requirements

 

More Efficient Invoicing:

Speed through your account receivable tasks with new enhancements from Sage 50. Members of your team now have easy access to critical dates and important credit status notifications. Plus, add new customers to Sage 50 without leaving your screen.

At-a-glance Quote Status Features:

Turn opportunities into more sales with at-a-glance-features from Sage 50. New status column on Quote Lists make it easy to follow up on quotes before they expire, make sure pricing is consistent and see which quotes have turned into actual sales.

Streamlined Accounts Payable:

Simplify your accounts payable tasks with the latest improvements in Sage 50. More quick links to information and reports, more critical dates displayed, and more options to pay invoices. Plus, easily track and filter reports by assigning payment methods to the bills you pay.

Time-saving Accounts Receivable Enhancements:

Shave time off of your account receivable tasks with the newest features from Sage 50. Enter the amount received and Sage 50 2014 will match it to the open invoice. Get access to all the information you need on one screen.

 

“Sage 50 Expert Help for Sage Accounting”

Company Data Upgrade Assistance – Peachtree DOS to Sage 50cloud and/or Sage Peachtree to Sage 50cloud.

View Sage 50 Training ClassesHere and/or Get your complimentary Month End Checklist in excel – Here

 

What are the system requirements of Sage 50 2013 – U.S. Edition?Sage 50 2013 System Requirements

When was this version release? on August 28, 2012

 

Important: Features and functionality of Sage 50 may not work with these versions.

Microsoft XP Users: As of April 8, 2014 Microsoft, support was discontinued for Windows XP.

Windows 7 – On January 14, 2020, Microsoft ends Windows 7’s extended support.

Microsoft Vista Users: As of April 11 2017 Microsoft, discontinues support Windows Vista.

End of Important Notice

 

What are the Minimum system requirements and recommended Sage 50 2013 system configuration?

  • System Configuration
  • 2.4 GHz processor for single user and multiple users
  • 1 GB of RAM for single user and 2 GB for multiple users

 

Minimum Sage 50 System Requirements

  • 2.0 GHz processor for single user and multiple users
  • 1 GB of RAM for single user and multiple users
  • Windows® XP SP3, Windows Vista® SP1 or Windows® 7 Home Premium or higher
  • Important – Microsoft has discontinued support for XP and Vista
  • 1 GB of disk space for installation. An additional 1 GB is required for a network server installation
  • Internet Explorer 7.0 required; Internet Explorer 8.0 and 9.0 supported
  • Microsoft®.NET Framework CLR 3.5 SP 1. Requires an additional 280 MB to 610 MB
  • At least high color (16-bit) SVGA video; supports 1024×768 resolution with small fonts required
  • DVD-ROM
  • All online features/services require Internet access with at least a 56 Kbps modem

 

Integration/Compatibility Requirements

  • Excel®, Outlook®, and Word integration requires Microsoft Excel, Outlook, and Word 2003, 2007, or 2010
  • Outlook Sync supported in Exchange 2000 SP2, 2003, 2007 and 2010
  • Printers supported by Microsoft Windows XP/Vista/7
  • In-product demos require Macromedia® Flash™ Player
  • Adobe® Reader® 9.0 required
  • Crystal Report® 2008 SP1. Requires an additional 300 MB of available disk space

 

Multi-User

  • Multi-user environments are supported in Sage 50 Complete Accounting and higher
  • Multi-user mode is optimized for Windows Server 2003 or Windows Server 2008 client-server networks, and Windows XP/Vista/7 peer-to-peer networks
  • A maximum of five licensed named users are allowed. A named user account is granted a license when selected in the user maintenance screen

 

What are the New features of Sage 50 2013?

  • New Name
  • Bank Reconciliation from any period
  • Print Check remittance Advise
  • Inactivate Multiple Vendor Records
  • Expanded amount and currency fields
  • Business Intelligence Inventory Analysis Report
  • Mobile payment integration

 

Beginning with version 2013 Peachtree Accounting is being renamed Sage 50 – U.S. Edition.  The same great software just in a new package.

Bank Reconciliation from Any Period – Account reconciliations are now more convenient because you can complete them regardless of your company’s current accounting period.  No more kicking users out so you can change the period just to have to change it back when you are done.

Waste-free Check Printing – When printing checks that pay more invoices than will fit on one check stub, you now have the option of printing the extra detail on plain paper at the end of the check run.  It works for payroll checks too.  This new feature will save money by using fewer checks.

Inactivate Multiple Vendor Records – Clean up your vendor list by using the Set Multiple Records As Inactive tool to select vendors by last activity date.  Then quickly flag some or all of them as inactive with just a few clicks.

Expanded Amount and Currency Fields – Transaction screens can now accept amounts up to $99,999,999,999,999.00000.  That’s 99 trillion with up to 5 decimal places.  Reports, list views, and dashboards have also been updated to display the new larger numbers.

Business Intelligence Inventory Analysis Report – Sage 50 Business Intelligence is an optional add-on report writer that lets you create reports in Excel using your Peachtree data.  The 2013 version has added a new Inventory Analysis report to help you better manage your inventory.  Sage Business Intelligence is included with Sage 50 Quantum.  It is also included with Business Care plans or can be purchased separately for Sage 50 Pro, Complete, and Premium.

Mobile Payment Integration – Sage Payment Solutions lets you integrate credit card processing with Sage 50 2013 and Peachtree 2011 and 2012.  Now they have added the optional ability to take payments using your cell phone or tablet.  Mobile payment integration means you can swipe a credit card almost anywhere and get real time authorization.

 

Can I still get help for Sage 50 2013 – U.S. Edition?

With the Sage 50 2015 release Sage did retired this version and discontinued support.

However, if you need YES support is available from Authorized Resellers that provide professional services for Sage 50 2013. Free Upgrade test to make sure your company data will convert with purchase of Sage 50. Reach out if you need any assistance 800.475.1047

“Sage 50 Expert Help for Sage Accounting”

Company Data Upgrade Assistance – Peachtree DOS to Sage 50cloud and/or Sage Peachtree to Sage 50cloud.

View Sage 50 Training ClassesHere and/or Get your complimentary Month End Checklist in excel – Here

 

What are the Sage 50 system requirements of Sage Peachtree 2012 – U.S. Edition?Sage Peachtree system requirements

When was this version released? on May 8, 2011

 

Important: Features and functionality of Sage 50 may not work with these versions.

Microsoft XP Users: As of April 8, 2014 Microsoft, support was discontinued for Windows XP.

Windows 7 – On January 14, 2020, Microsoft ends Windows 7’s extended support.

Microsoft Vista Users: As of April 11 2017 Microsoft, discontinues support Windows Vista.

End of Important Notice

 

What are the Minimum Sage 50 System Requirements and Sage Peachtree 2012 Recommended System Configuration?

 

System Configuration

  • 1 GHz Intel Pentium® III (or equivalent) for single user and 1.8 GHz Intel Pentium 4 (or equivalent) for multiple users
  • 512 MB of RAM for single user and 1 GB for multiple users

Minimum System Requirements

  • 1 GHz Intel Pentium III (or equivalent) for single user and multiple users
  • 512 MB of RAM for single user and multiple users
  • Windows® XP SP3, Windows Vista® SP1 or Windows® 7 Home Professional or higher
  • Important – Microsoft has discontinued support for XP, Vista and Windows 7
  • 1 GB of disk space for installation
  • Internet Explorer 7.0 required; Internet Explorer 8.0 and 9.0 supported
  • Microsoft®.NET Framework CLR 3.5. Requires an additional 280 MB to 610 MB
  • At least high color (16-bit) SVGA video; supports 1024×768 resolution with small fonts required
  • DVD-ROM
  • All online features/services require Internet access with at least a 56 Kbps modem

 

Integration/Compatibility Requirements

  • Excel®, Outlook®, and Word integration requires Microsoft Excel, Outlook, and Word 2003, 2007, or 2010
  • Sage Peachtree is certified to meet the Payment Card Industry Data Security Standards (PCI-DSS) for customers who process credit card payments in Sage Peachtree through integration with Sage Exchange. Internet connection required.
  • Outlook Sync supported in Exchange 2000 SP2, 2003, 2007 and 2010
  • Printers supported by Microsoft Windows XP/Vista/7
  • In-product demos require Macromedia® Flash™ Player
  • Adobe® Reader® 9.0 required
  • Crystal Report® 2008
  • SP1 requires installation of Sage Peachtree Premium Accounting or Sage Peachtree Quantum Accounting 2009 or higher. Additional 300 MB of available disk space is required.

 

Multi-User

  • Multi-user environments are supported in Sage Peachtree Complete Accounting and higher
  • Multi-user mode is optimized for Windows Server 2003 or Windows Server 2008 client-server networks, and Windows XP/Vista/7 peer-to-peer networks
  • A maximum of five licensed named users are allowed. A named user account is granted a license when selected in the user maintenance screen
  • 1 GB of disk space for installation of components on server

 

Terminal Services

  • Windows 2003 or 2008 Server along with Remote Desktop Connection or Remote Desktop Web Connection client is required to run in a Windows Terminal Services environment. No more than 5 named users.
  • Terminal Server requires additional memory when more than one user is running under Windows Terminal Services. An additional 21 MB RAM is recommended for each additional user.

 

What are the New features of Sage Peachtree 2012?

  • Copy Transactions
  • Sage Business Intelligence
  • New Navigation Center
  • Customizable Dash Board
  • And More

 

Copy Transactions – You can easily create a new transaction by copying an existing one. Simply, open the transaction you want to copy and click the Copy button. The following transaction types can be copied:

  • Quotes
  • Sales Orders
  • Proposals
  • Sales Invoices
  • Purchase Orders
  • Purchases
  • General Journal Entries

 

Sage Peachtree Business Intelligence – Sage Peachtree Business Intelligence is an enhanced reporting tool that helps you get the information you need to make decisions about your business. It allows you to view pre-formatted reports in Microsoft Excel and to create your own reports.

Improved Sage Advisor – The Sage Advisor has been improved to offer you advice you need when you need it.

New System Navigation Center – The new System Navigation Center is a useful tool for maintaining your company data and keeping your system up to date and functioning properly.

This is a customizable dashboard where you can add and remove sections to get the information you need to protect your company data and make sure your system is running properly.

Expanded Payroll Fields – Starting in Peachtree 2012, you can record more payroll information in the employee fields and company fields. Having more fields allows you to fully record and report on your payroll deductions, liabilities, and benefits.

You now have 40 employee fields and 40 company fields available. These payroll fields are set up in Employee Defaults.

Improved Security for External Data Access – Security has been improved for accessing your Peachtree company data from outside of Peachtree. You’ll now have a specific user ID and password for accessing your Peachtree company data from outside of Peachtree. This includes access using OLEDB, ODBC, and Crystal Reports.

Vendor Management Center – On the Vendor Management tab, you can see lists of information regarding transactions and history for a particular vendor, including purchase order, purchases, and payments. This is where you want to go to see information about a particular vendor.

Dashboard and Management Center Improvements

Customize the Size of the Sections – You can change the number of rows that display in the sections on the Management Centers and My Dashboard. This allows you to customize the size of the sections on these dashboards.

Click the Customize link in the top right corner of a section of the dashboard to choose how many rows you want to display in that section. New Totals Row on the Sections. You can now see column totals on the last row of each section on the Management Centers and My Dashboard.

Other Improvements

  • The date range drop-down menu always starts at the top of the date list making it easy to locate common date ranges such as Today and All.
  • You can use the scroll wheel on your mouse to control each Management Center’s scroll bar.
  • Various buttons, links, and labels have been changed to make the available functions easier to find and use.

 

One of the coolest features the New My Dashboard Sections – You can now add the following sections to My Dashboard:

  • Assemblies Built/Un-built
  • Change Orders
  • General Journal Entries
  • Inventory Adjustments
  • Item Purchase History by Vendor
  • Payroll Entries
  • Purchases/Inventory Received
  • Top Vendors: Last Twelve Months
  • Vendor Credit Memos
  • Vendor Transaction Totals
  • Work Tickets
  • Write Checks

The existing Totals section was renamed to Customer Transaction Totals.

Enhanced Order Process Workflow

Now tracking transactions in Sage Peachtree is even easier.

When you set up a tracking status, you can specify that the transaction automatically be assigned to a particular person or role when that tracking status is selected.

You can edit transaction tracking notes directly from the sections on the Customer Management Center and on My Sage Peachtree Inbox.

You can see tracking information (Tracking Status, Assigned To, and Tracking Note) for transactions on the Customer Management Center by adding these fields to the transaction sections.

 

Can I still get help for Sage Peachtree 2012 – U.S. Edition?

With the Sage Peachtree 2014 release Sage did retired this version and discontinued support.

However, if you need YES support is available from Authorized Consultants that provide professional services for Sage Peachtree 2012. Free upgrade test to make sure your company data will convert with purchase of current version of Sage 50. Reach out if you need any assistance 800.475.1047

 

“Sage 50 Expert Help for Sage Accounting”

Company Data Upgrade Assistance – Peachtree DOS to Sage 50cloud and/or Sage Peachtree to Sage 50cloud.

View Sage 50 Training ClassesHere and/or Get your complimentary Month End Checklist in excel – Here

 

What are the Sage 50 system requirements of Sage Peachtree 2011 – U.S. Edition?Sage Peachtree 2011 System Requirements

When was this version of Sage Peachtree released? on July 8, 2010

Certified Consultant

assistance and free test upgrade test provided with purchase of Sage 50

 

Important: Features and functionality of Sage 50 may not work with these versions.

Microsoft XP Users: As of April 8, 2014 Microsoft, support was discontinued for Windows XP.

Windows 7 – On January 14, 2020, Microsoft ends Windows 7’s extended support.

Microsoft Vista Users: As of April 11 2017 Microsoft, discontinues support Windows Vista.

End of Important Notice

What are the Minimum Sage 50 System Requirements and Sage Peachtree 2011 Recommended System Configuration?

 

Sage 50 System Requirements

  • 1 GHz Intel Pentium III (or equivalent) for single user and multiple users
  • 512 MB of RAM for single user and for multiple users

 

System Configuration

  • Windows XP SP2 or Windows Vista SP1 or Windows 7 Sage 50 system requirements
  • 1 GB of disk space for installation
  • Internet Explorer 6.0 required; Internet Explorer 7.0 and 8.0 supported
  • Microsoft .NET Framework CLR 3.5 (Requires an additional 280 MB to 610 MB)
  • At least high color (16 bit) SVGA video; Supports 1024×768 resolution with small fonts required
  • 2x CD-ROM
  • All online features/services require Internet access with at least a 56 Kbps modem
  • Excel, Outlook and Word integration require Microsoft Excel, Outlook and Word 2002, 2003, 2007, or 2010 (32-bit Only)
  • Certified to meet the Payment Card Industry Data Security Standards (PCI-DSS) for customers who process credit card payments in Peachtree through integration with Sage Exchange. Internet connection required.
  • Outlook Sync, support in Exchange 2000 SP2, 2003, 2007, and 2010 (32-bit Only)
  • Printers supported by Microsoft Windows XP/Vista/7
  • In-product demos require Macromedia® Flash™ Player
  • Adobe 9.0 required
  • Multi-user environments are supported in Peachtree Complete Accounting and higher
  • Multi-user mode is optimized for Windows Server 2003 or Windows 2008/2008 R2 client-server networks, and Windows XP/Vista/7 peer-to-peer networks
  • A maximum of 5 licensed named users are allowed. A named user account is granted a license when selected in the user maintenance screen
  • 1 GB of disk space for installation of components on server Sage 50 system requirements.
  • Customer registration and acceptance of Sage License Agreement for Sage Peachtree Accounting Software

 

What are the New features of Sage Peachtree 2011?

  • Setup Advisor
  • Streamline Service Billing
  • New Job Status Indicators
  • Extended Job Notes
  • Inventory and Service Management Center
  • Enhanced Assemblies Reporting
  • Credit card compliance
  • Change Order Processing
  • Jobs Navigation Center
  • Sage 50 system requirements

 

Setup Advisor – The Setup Advisor is a helpful resource to guide you when you set up maintenance items in Peachtree. The Setup Advisor will explain what particular fields or buttons are used for and what type of information you should put in the fields. Even if you are a seasoned user of Peachtree, the Setup Advisor can give you helpful hints and tips about how Peachtree uses a particular field that you may not have been aware of.

The Setup Advisor will appear in a panel on the right-hand side of the screen. The information in the panel will automatically change as you move through the fields on the screen. Simply, click in a field on the screen to see information specific to that field. You can turn the Setup Advisor on or off by going to Help>Sage Advisor Settings.

Streamlined Service Billing – Now you can invoice your time tickets, expense tickets, and reimbursable expenses for different customers and jobs all at one time instead of having to create these invoices one at a time. This will help you get your invoices out quickly so you can get paid sooner.

Now you can assign statuses to your jobs. You can view this information in job lists and reports to help you keep track of your jobs. You can also easily view this information on the new Job Management tab in the new Jobs Navigation area.

Four statuses have been set up for you (In Progress, Pending, Completed, and On Hold). You can customize these statuses and set up new statuses in Job Defaults.

Extended Job Notes – The Notes area in Maintain Jobs has been increased from 255 characters to 2000 characters so now you can enter more note information about each job.

Easier Data Entry for Jobs – improvements that will make it easier for you to work with job information in Sage Peachtree. When selecting a job on the first line of a transaction, it will automatically populate on the next line so you don’t have to keep selecting the same job over again.

The Jobs drop-list has been improved to make it easier to select a job/phase/cost code without taking your hands off the keyboard.

The customer name is now included in the Jobs drop-list to make it easier for you to find the correct job. You can have Peachtree warn you if you have forgotten to enter a job on a sales or purchase transaction. To set this up go to the General tab in Job Defaults.

Inventory and Service Management Center – The Inventory and Service Management Center is a dashboard that allows you to quickly find and view information about your inventory and service items. This helps you do research, make comparisons, and make decisions regarding the items sold and the services offered by your business.

To view this dashboard, go to the Inventory & Services navigation center and select the Inventory/Service Management tab. You can customize the section that appear on this dashboard to meet your specific needs.

Enhanced Assemblies Reporting -The Inventory and Services Management Center has sections that allow you to quickly and easily get information regarding assembly items. You can use the Assemblies Built/Unbuilt section to view assembly information for a specific assembly item. You can use the Assemblies Using Item section to view all assemblies that use a specific item, how much of the item is required, and how much is on hand.

Credit Card Compliance – Sage Peachtree 2011 uses Sage Exchange for handling credit card information. No credit card numbers or expiration dates are stored within Peachtree. You can access Sage Exchange from within Sage Peachtree. Sage Exchange is compliant with the required Payment Card Industry Data Security Standards. This is very important in ensuring that you don’t lose the ability to process credit cards from your customers.

Sage Peachtree Change Order Processing – Sage Peachtree now gives you the ability to enter and track change orders for your jobs. You can create change orders and apply the changes to your job estimates and projected end dates. You can also keep track of approvals and notes for your change orders.

Sage Peachtree Jobs Navigation Center

You’re used to having a convenient navigation center for areas such as Customers & Sales and Vendors & Purchases. Now you have one for Jobs too! This familiar layout allows you to quickly and easily access information and tasks related to jobs. You can easily view job statuses in the Job List and you can view extensive information about any job on the Job Management tab.

Sage Peachtree Interactive Job Reporting – The Job Management Center has sections that allow you to quickly and easily get information regarding your jobs. You can specify which sections you want to display and you can customize the information that appears in each section. You can also print the information from the sections and you have the option to send the information to e-mail, Excel, or PDF.

Sage Peachtree Job Management Center – The Job Management Center is a dashboard that allows you to quickly find and view information about your jobs. This helps to keep track of your jobs and make business decisions regarding your jobs. To view this dashboard, go to the Jobs navigation center and select the Job Management tab. You can customize the sections that appear on this dashboard to meet your specific needs. Sage 50 system requirements.

 

Can I still get support for Sage Peachtree 2012 – U.S. Edition?

With the Sage Peachtree 2014 release Sage did retired this version and discontinued support.

However, if you need YES support is available from Authorized Resellers and certified consultants that provide professional services for Sage Peachtree 2012. Reach out if you need any assistance 800.475.1047

“Sage 50 Expert Help for Sage Accounting”

Company Data Upgrade Assistance – Peachtree DOS to Sage 50cloud and/or Sage Peachtree to Sage 50cloud.

View Sage 50cloud Training ClassesHere and/or Get your complimentary Month End Checklist in excel – Here

What is covered in Sage 50 Peachtree Training Classes?

Sage 50C Day 1 –The first step to using any accounting software for your business is the planning step. This becomes the roadmap for the entire software setup process. Speak to your staff, gather information and document your current challenges that a new system will solve for.

Implementation – How to set up Sage 50 formerly known as Sage Peachtree. In this phase of your Sage 50 Training Class JCS completes the default information for each module to best set the system up to meet your business objectives so you will have and efficient system.

Using Sage 50cloud Peachtree Every Day – Covering what types of transactions you will be recording and how to properly enter them to provide you useful information.

Advanced Features – How can your business use the advanced features found in Sage 50 to get the most out of Sage 50 by Sage Software? This class answers those types of questions.

Reporting Review – After your Sage 50 Training Class you should review of each transaction type in your system to confirm you are getting the correct results.

Advanced Custom Report Writing – With these report writers, Sage Intelligence and the industry standard Crystal Reports, Sage 50 delivers a volume of insightful information. If you need something not found in standard Sage 50, JCS can create the right report for you and can schedule this Sage 50C training class.

Accounting Business Solutions, Accounting Business Solutions by JCS, JCS Computer Resource, JCS, JCS software, sage 100, quickbooks, sage 50, MISys, Sage 100 manufacturing

Sage Timeslips Assistance     Sage 100cloud Reseller       APASC       Accounting Software Review       Business Software Review

What Are The System Requirements for QuickBooks?

QuickBooks System Requirements

Here’s helpful information on QuickBooks about the operating system, hardware, software, and other requirements to run the Desktop version. QuickBooks Pro, QuickBooks Premier, QuickBooks Enterprise and QuickBooks Point of Sale. Find what you need to have the ultimate QuickBooks User Experience. Starting with the most recent release requirements and new features categorized by year and version. Assistance is as easy as 1-2-3 Give us a call if you need technical assistance 800.475.1047.

The solution to incompatibility challenges you may be having is to upgrade your QuickBooks! Call for Best Pricing.

What are the System Requirements for QuickBooks 2020?QuickBooks Enterprise 2020 QuickBooks System Requirements

QuickBooks Enterprise Solutions 20.0 – Released September 16, 2019

Question – What is the Newest Features QuickBooks 2020?

Answer –

  1. Payment Reminders Automated
  2. Automatically add customer PO number to invoice emails
  3. Multiple Emails can be combined
  4. Company file search
  5. Easier Admin password reset
  6. Enhanced Accessibility
  7. Collapse columns in reports
  8. Payroll status for direct deposit enable customers
  9. Smart Help
  10. Express pick-pack
  11. Landed Cost
  12. Alternate Vendor

Operating System:

  • Windows 10, all editions including 64-bit
  • Windows 8.1 Update 1, all editions including 64-bit
  • Windows 7 SP1, all editions including 64-bit, natively installed – no longer supported by Microsoft
  • Windows Server 2019, and Essentials
  • Windows Server 2016, and Essentials
  • Windows Server 2012 R2, and Essentials
  • Windows Server 2012, and Essentials
  • Windows Small Business Server 2011, Standard and Essentials
  • Windows Server 2008 R2 SP1 – no longer supported by Microsoft

Virtual environments and emulators are not recommended to use Windows OS to run QuickBooks.

Database Servers:

  • Windows Server 2019, and Essentials
  • Windows Server 2016, and Essentials
  • Windows Server 2012 R2, and Essentials
  • Windows Server 2012, and Essentials
  • Windows Server 2011
  • Windows Small Business Server 2011, Standard and Essentials

Windows:

  • Windows Server 2008 R2 SP1 – no longer supported by Microsoft
  • Windows 10
  • Windows 8.1 (update 1 or higher)

Windows 7 SP1 Enterprise and Professional editions only – no longer supported by Microsoft

Linux when using QuickBooks Enterprise Solutions Database Server-only installation

  • OpenSUSE 42.3
  • Fedora 29
  • Red Hat Enterprise 7 (RHEL 7.4)

Browser Requirements:

Internet Explorer 11 (32-bit)

Hardware and Operating system requirements Client/Server:

Processor 2.4 GHz minimum

Question – How much RAM do I need to run QuickBooks 2020?

Answer – Workstation Requirements

RAM 4GB minimum, 8GB Recommended

Answer – Server RAM Requirements

  • 1-5 Users: 8 GB RAM
  • 10 Users: 12 GB RAM
  • 15 Users: 16 GB RAM
  • 20+ Users: 20+ GB RAM

Disk space:

  • 2.5GB of disk space (additional required for data files)
  • Additional software: 60MB for Microsoft .NET 4.6 Runtime, provided on the QuickBooks CD
  • Additional requirements for Intuit Data Protect in QuickBooks Connected Services offerings (applies to the US only).
  • Require minimum 4.0GB RAM.
  • Twice the size of the largest file set to back up + 100MB or twice the size to restore. The space is only required from the work folder.

Use the Solid-State Drive to store your QuickBooks data files for best performance.

Windows:

  • US version of Windows.
  • The English language needs to be set to make it compatible for regional settings.
  • You should be having Administrator rights for server computer while hosting multi-user access.
  • Natively installed – It means that QuickBooks was installed on a specific system or environment for which it was designed. It also means that it doesn’t require to run on a virtual environment or emulation software.

DVD Drive:

  • 4X DVD-ROM drive required for CD installations (unless QuickBooks is downloaded from Intuit server).

Screen Resolution

  • Display optimized for 1280 x 1024 screen resolution or higher with up to 2 extended monitors.

Best optimized for Default DPI setting for a given computer.

Strong and Stable Internet connections are recommended.

Software Compatibility:

  • Additional RAM is always recommended for better performance.

Question – Where can I find information about software that is compatible with QuickBooks 2020?

Answer – QuickBooks can easily be integrated with so many third-party applications. Following it the link so you can check here:

Microsoft Office:

  • Office 2016 (including Outlook 2016) both on 32 and 64-bit.
  • Office 2010 SP2, Office 2013 and 365 (For Outlook 2010 and Outlook 2013 both) both on 32 and 64 bits. Note: Office 365 is only compatible for the local installation and not with the web version.
  • Email Estimates, Invoices and other forms with Microsoft Outlook 2010-2016, Microsoft Outlook with Office 365, Gmail, Yahoo! Mail and Outlook.com, other SMTP-supporting e-mail clients.
  • For creating or preparing letters, you require Microsoft Word 2016, 2013, or 2010 or Office 365 (includes 64-bit).
  • To export reports, you require Microsoft Excel 2016, 2013, or 2010 SP2 or Office 365 (includes 64-bit).
  • Contact Synchronization with Microsoft Outlook requires Outlook 2010 (32-bit).
  • To sync QuickBooks with Outlook, you require QuickBooks contact sync for outlook (the download is available at no charge). Note: You may contact sync won’t work with the Microsoft Business Contact Manager Outlook plug-in. Syncing could cause duplicate records.
  • QuickBooks Point of Sale V18.0 and V12.0
  • TurboTax 2019, 2018 (Personal and Business)
  • Lacerte 2019, 2018
  • Pro-Series tax years 2018-2020 (For US only)
  • Quicken 2019, 2018, 2017, 2016
  • QuickBooks for Mac 2020, 2019, 2016
  • Adobe Acrobat Reader: Business Planner, Payroll and viewing forms require Adobe Acrobat Reader 9.0 or later.
  • Payroll and other online features and services require Internet access with at least a 56 Kbps connection speed (1 Mbps recommended). DSL or cable modem is recommended.
  • Gmail, Yahoo Email, Windows Mail, Hotmail and AOL (i.e Mozilla Thunderbird Email Client*). Note: *Supports plain text version in Mozilla.
  • Internet Explorer 11

Firewall and antivirus software compatibility:

QuickBooks Pro 2020, QuickBooks Premier 2020, and QuickBooks Enterprise 20.0 are tested with the following firewall and antivirus programs.

The following programs may require adjustments for ultimate system performance when running QuickBooks.

  • Windows Server Firewall (all editions)
  • Windows 8.1 Firewall (all editions)
  • Windows 7 Firewall (all editions)
  • Microsoft Security Essentials
  • Avast
  • AVG
  • Symantec
  • ESET
  • Avira
  • Kaspersky
  • McAfee
  • Bitdefender
  • Malwarebytes

QuickBooks can work with systems running RAID (Redundant Array of Inexpensive Disks) but it is not advised because your QuickBooks software may run very slow.

QuickBooks for Mac 2020

Minimum system requirements:

  • Minimum macOS 10.14 (Mohave); supported by macOS 10.14 (Mojave).
  • Intel processor, Core 2 Duo or higher.
  • Multiuser Server: Intel Core 2 Duo or higher processor to run a server.
  • 2 GB RAM (4 GB RAM recommended).
  • 250 MB of available disk space.
  • CD/DVD drive or Internet connection for downloaded installation.
  • Printer: 100% Macintosh-compatible printer, if you will be printing invoices, checks, deposit slips, lists, purchase orders, mailing labels, reports, or graphs.
  • Checks: You can use Intuit Checks if you want to print checks. Canadian Image Ready Checks are not supported.
  • Product registration required.

Software compatibility:

  • Exporting report data: For this, you should have Apple Numbers v3.5, Microsoft Excel 2016 or later, including Mac Office 365.
  • Emailing: For this, you should have Apple Mail, Microsoft Outlook 2016 or later, including Mac Office 365.
  • Payment: For this, you should have Intuit Merchant Service if you are accepting credit or debit cards or both. You need to purchase the Merchant Service for QuickBooks for Mac separately. Debit card transactions are done as Signature Debit, and they don’t require any kind of PIN code.
  • Payroll: The services that will work with your QuickBooks for MAC are as follow:
  1. Intuit QuickBooks Payroll for Mac
  2. Intuit Full-Service Payroll
  3. Top Pay from Aatrix

You should have your EIN and a stable internet connection for Payroll for Mac. Printing checks and forms also require Adobe Reader and additional fees may apply.

  • Mac apps: QuickBooks Desktop for Mac can be synced with Apple’s Calendar, Messages, and contacts.
  • File conversion: QuickBooks for Mac 2020 supports:
  • One-way conversion to QuickBooks Online
  • One-way conversion from QuickBooks Desktop for Windows 2016 to 2019
  • Two-way conversion from and to QuickBooks Desktop 2020.

Important:

  • If the product requirements for hardware, software, firewall or antivirus for any other operating system then that OS hasn’t been tested yet. We can’t surely say that you will use QuickBooks 2020 properly or not.
  • If you face any kind of issue outside the support versions, you will be provided the basic solutions. If the issue is still around, you will be taken back to the supported environment for further assistance.
  • If Microsoft doesn’t support the product, then Intuit will also not support it for QuickBooks.

What is the phone number for a FREE DEMO and a QuickBooks Consultant?  Answer call 800.475.1047

Question – Where do I go for a FREE DEMO? Answer speak to a QuickBooks Consultant at 800.475.1047

Get more QuickBooks information QuickBooks Month End Checklist and/or QuickBooks Training Classes

Question – What are the System Requirements for QuickBooks 2019?

Enterprise Solutions 19.0 – Released September 17th, 2018QuickBooks 2019 QuickBooks system requirements

Question – What is the Newest Features QuickBooks 2019?

Answer –

  1. Enhanced inventory management
  2. Data File Optimization
  3. Better Cash flow management
  4. Vacation and Sick Time Reporting Enhanced
  5. Customer Invoice History Tracker
  6. Create a bill payment when using the write check feature
  7. Transfer Credits between Jobs of the Same Customer
  8. Vendor Filter in the “Pay Bills” Window
  9. Inactive Items Displayed in Inventory Reports
  10. Employee Pay Adjustment History
  11. Intuit Interchange Format (IIF) Imports
  12. Easier Upgrade process

Answer – Operating System:

  • Windows 10- All editions including 64 bit & natively installed (for a particular system or environment)
  • Windows 8.1(Update-1)- All editions, 64 bit and natively installed inclusive.
  • MS Windows 7 SP1- All 64-bit edition& natively installed
  • Windows Server 2016
  • Windows Server 2012 R2
  • MS windows server 2011
  • Windows Server 2008 R2 sp1

Answer –  The Database servers:

  • Windows- Windows server 2016, windows server 2016 R2 & windows server 2011, windows 7sp1(for enterprise and professional editions only), or Windows1(update 1). Also natively installed windows server 2008 r2 SP1, and Windows.
  • Linux- Installation- OpenSUSE3, Red Hat enterprise 7 when you are using QBES database server, Fedora 27.
  • Browser requirements- Internet explorer IE 11 (32 bit)

Answer – Hardware & OS requirements Client/Server:

  • 4 GHz minimum processor

Question: How much RAM do I need to run QuickBooks 2019?

Answer – Workstation Requirements:

  • Minimum 4GB & 8 GB RAM recommended

Answer – Server RAM requirements:

  • 8 GB RAM- 1to 5 users
  • 12 GB RAM -10 users
  • 16 GB RAM- 15 users
  • 20 plus GB RAM – 20 users

Answer – The Disk Space:

  • 5 GB Disk Space
  • Additional software given on the QuickBooks CD 60 MB for Microsoft .NET 4.6 runtime.
  • Intuit data protect in QuickBooks connected services (added requirements and this applies for the US only)
  • 4 GB RAM is a minimum requirement
  • Double size of the largest file is required for backup or restore.

Using SSD drives with large QBW data file will immensely enhance performance.

Answer – Windows:

  • US version of windows needed (if you have US QuickBooks software)
  • Canada version of windows (if you have Canadian QuickBooks software)
  • When set on English (US/Canada) with keyboard setting to US or Canada only, then the regional setting is supported.
  • When hosting ‘Multi-user’ access, administrator rights are required for the server computer.
  • Natively installed (when designed for a specific system or environment)

Answer – DVD Drive:

  • 4x DVD-ROM drive needed for CD installations

Answer – Screen resolution:

  • More/ Higher with up to ‘2 Extended monitors or a screen resolution of 1280x 1024’.
  • A default DPI setting.

Software Compatibility:

  • Additional RAM is always recommended for better performance.

Question – Where can I find information about software that is compatible with QuickBooks 2020?

Answer – QuickBooks can easily be integrated with so many third-party applications. Following it the link so you can check here:

QuickBooks and third-party applications below you will find a partial list.

  • With Office 2016- 32& 64 bits. (including Outlook 2016)
  • With Office 2010 & Office 2013 and 365 both on 32 & also 64 bits (this includes outlook 2010 & outlook 2013)
  • With Gmail estimates, invoices, & other forms of MS Outlook 2010-2016, MS Outlook with office 365 & other support to Yahoo, Gmail, mail & Outlook.com.
  • Needs MS Excel 2016, 2013, or 2010. MS Office 365 (that has 64 bit) for exporting reports if reports are different to others, hence it requires different Microsoft versions.
  • Requires Outlook 2010(32 bit) for contact synchronization with MS Outlook
  • Needs QB contact sync for outlook synchronization
  • QB POS version 18.0 & version 12.0 (for US only)
  • Turbo tax 2018(personal and business)
  • Lacerte 2018 & 2017 (for US only)
  • Pro-series tax years 2017 & 2016 (for the US only)
  • Quicken 2016, 2017 and 2018
  • QuickBooks for MAC 2016 (the US only)
  • Adobe Acrobat reader- You need this to view forms. You require Adobe Acrobat reader 9.0 or a later version for some complex forms. Get a suitable version that is required.
  • Internet with at least 56 Kbps connection speed is required for payroll & other online features. 1 Mbps is the recommended speed.
  • Hotmail, Gmail, Yahoo Email, Windows Mail, and AOL.
  • Internet Explorer 11 is needed.

Answer – The Firewall & Anti-virus Software Compatibility:

The following programs may require adjustments for ultimate system performance when running QuickBooks.

  • MS Windows 8.1 Firewall
  • Windows 7 firewall
  • AVG
  • Avast
  • MS Security Essen
  • Symantec
  • ESET
  • Avira
  • Windows Server Firewall
  • Kaspersky
  • McA fee
  • Bitdefender
  • Malwarebytes

What is a FREE DEMO and where is a QuickBooks Consultant? Give us a call 800.475.1047

Get more QuickBooks information QuickBooks Month End Checklist and/or QuickBooks Training Classes

Question – What are the System Requirements for QuickBooks 2018?

Enterprise Solutions 18.0 – Released September 26, 2017QuickBooks 2018 QuickBooks system requirements

Question – What is the Newest Features QuickBooks 2018?

Answer –

  1. Dual-monitor support.
  2. Search in chart of accounts.
  3. Cash to accrual toggle.
  4. Accrual to Cash Toggle
  5. Past due stamp.
  6. Advanced Inventory reports.
  7. Copy and paste line keyboard shortcuts.
  8. Webmail enhancements.
  9. Merge duplicate vendors (Premier Accountant version only)

Answer – Operating System:

  • Windows 10, all editions including 64-bit, natively installed1
  • Windows 8.1 (Update 1) all editions including 64-bit, natively installed
  • Windows 7 SP1 all editions including 64-bit, natively installed
  • Windows Server 2016
  • Windows Server 2012 R2
  • Windows Server 2011 SP1
  • Windows Server 2008 R2 SP1

Answer – Database Servers:

Windows: Windows Server 2016, Windows Server 2012 R2, Windows Server 2011 SP1, Windows Server 2008 R2 SP1, Windows 10, Windows 8.1 (update 1) or Windows 7 SP1 (Enterprise and Professional editions only), natively installed.

Linux: When using QBES Database Server-only installation – OpenSUSE 42.2, Fedora 25, Red Hat 7 (Update 3)

Answer – Hardware:

  • Processor 2.4 GHz minimum

Question – How much RAM do I need to run QuickBooks 2018?

Answer – Workstation RAM Requirements:

  • RAM 4GB minimum, 8GB Recommended

Answer – Server RAM Requirements:

  • 1-5 Users: 8GB RAM
  • 10 Users: 12GB RAM
  • 15 Users: 16GB RAM
  • 20 Users: 20+GB RAM

Answer – Disk space:

  • 2.5GB of disk space (additional required for data files)

Additional software: 60MB for Microsoft .NET 4.6 Runtime, provided on the QuickBooks CD

Additional requirements for Intuit Data Protect in QuickBooks Connected Services offerings (applies to US only)

Require minimum 4.0GB RAM

Twice the size of the largest file set to back up + 100MB or twice the size to restore. The space is only required from the work folder.

Storing a large QBW data file on an SSD will greatly speed up performance and is encouraged.

Windows:

US version of Windows (if using US QuickBooks software), Canadian version of Windows (if using Canadian QuickBooks software)

Regional settings are supported when set to English (United States/Canada) with keyboard setting to US/CA only

Administrator rights required for the server computer when hosting Multi-User access

Natively installed – Meaning it has been installed on a particular system or environment that it was designed for. This also means it doesn’t need to run in a virtual environment or emulation software.

Optical Drive 4X DVD-ROM drive required for CD installations (unless QuickBooks is downloaded from Intuit server)

Screen Resolution:

Display optimized for 1280 x 1024 screen resolution or higher with up to 2 Extended monitors

Best optimized for Default DPI setting for a given computer.

Software Compatibility:

  • Additional RAM is always recommended for better performance.

Question – Where can I find information about software that is compatible with QuickBooks 2020?

Answer – QuickBooks can easily be integrated with so many third-party applications. Following it the link so you can check here

QuickBooks is capable of integrating with many applications. This is a partial list.

Microsoft Office:

  • Office 2016 (including Outlook 2016) both on 32 and 64-bit
  • Office 2010 and Office 2013 and 365 (including Outlook 2010 and Outlook 2013) both on 32 and 64 bits. Note: Office 365 is only supported when it is locally installed, not the web version.
  • Email Estimates, Invoices and other forms with Microsoft Outlook 2010-2016, Microsoft Outlook with Office 365, Gmail, Yahoo! Mail and Outlook.com, other SMTP-supporting e-mail clients
  • Preparing letters requires Microsoft Word 2016, 2013, or 2010 or Office 365 (includes 64-bit)
  • Exporting reports requires Microsoft Excel 2016, 2013, or 2010 or Office 365 (includes 64-bit)
  • Contact Synchronization with Microsoft Outlook requires Outlook 2010 (32-bit)
  • Synchronization with Outlook requires QuickBooks Contact Sync for Outlook (the download is available at no charge). Contact Sync does not work with the Microsoft Business Contact Manager Outlook plug-in. If a sync is performed, duplicate records could result
  • QuickBooks Point of Sale V12.0, V11.0, V10.0 (applies to US only)
  • TurboTax 2016 and 2015 (Personal and Business)
  • Lacerte 2016 and 2015 (applies to US only)
  • Pro-Series tax years 2016 and 2015 (applies to US only)
  • Quicken 2017, 2016, 2015
  • QuickBooks for Mac 2016 (applies to US only)
  • Adobe Acrobat Reader: Business Planner, Payroll and viewing forms require Adobe Acrobat Reader 9.0 or later.
  • Payroll and other online features and services requires Internet access with at least a 56 Kbps connection speed, 1Mbps recommended. (DSL or cable modem recommended).
  • Gmail, Yahoo Email, Windows Mail, Hotmail and AOL and others

Supports plain text version in Mozilla.

  • Internet Explorer 11

How long does it take to set up a FREE DEMO and can I ask a lot of questions to a QuickBooks Consultant? Give us a call 800.475.1047

Get more QuickBooks information QuickBooks Month End Checklist and/or QuickBooks Training Classes

Question – What are the System Requirements for QuickBooks 2017?

Enterprise Solutions 17.0 – Released September 27, 2016QuickBooks 2017 QuickBooks system requirements

Question – What is the Newest Features QuickBooks 2017?

Answer –

  1. Enhanced Switching to Single-User Mode (QuickBooks Enterprise Only)
  2. Searching for a specified Amount in QuickBooks.
  3. Added QuickBooks Reporting Improvements.
  4. Audit Trail (Forensic Accounting) Improvements.

Answer – Operating System:

  • Windows 10 – 64 bits
  • Windows 8.1- 64 bit
  • Windows 7 service pack-1 (64 bit)
  • Windows Server 2012 R2
  • Windows Server 2011 R2
  • Windows Server 2008 R2 SP1

Supports Windows Server 2011 R2 with QuickBooks Desktop 2017 R4 & QuickBooks Desktop Enterprise 17.0 R4

Answer – Database Servers:

  • Windows Server 2012
  • Windows Server 2008 R2
  • Windows 10, Windows1(update1) or windows 7SP1(enterprise& professional editions)
  • Linux- While using QBES database server (only installation)- OpenSUSE1, Red Hat 7(update 2), Fedora 23.

Answer – The Hardware and Operating system requirements Client/Serve:

  • Minimum 2.4 GHz processor

Question – How much RAM do I need to run QuickBooks 2017?

Answer – Work Station Requirements:

  • Minimum 4 GB RAM, 8 GB RAM is recommended.

Answer – Server RAM Requirements:

  • For 1to5 users- 8 GB RAM
  • For 10plus Users- 12 GB RAM
  • 15 plus users- 16 GB RAM
  • 20 plus users- 20+ GB RAM

Answer – DVD Drive:

  • Requires a 4Xdvd-ROM drive for CD installations

Answer – Screen Resolution:

  • Display optimized- 1280×1024 screen resolution

Answer – Internet:

  • Internet access is needed
  • For US Version- Regional settings will be supported set to English (US) with keyboard setting for the US only.

Answer – Space Requirements:

  • 5 GB disk space needed
  • Additional software- you need 60 MB for Microsoft .NET 4.6 runtime, given on the QuickBooks CD
  • Additional requirements for Intuit data protect (for the QuickBooks Connected services offerings)
  • Minimum 4 GB RAM needed

Software Compatibility:

  • Additional RAM is always recommended for better performance.

QuickBooks can integrate efficiently with multiple third-party applications:

  • MS Office- Office 2016, Office 2010, Office 2013 and Office 365 (includes outlook 2016, 2010 & 2013). Supports the MS Office 365 when installing locally and not on the web version.
  • QuickBooks POS version12.0, version 11.0, version 10.0
  • Payroll & other Online features and services need Internet access with 56Kbps connection speed.
  • The Turbo Tax 2015 & 2014 (personal and business)
  • Lacerte 2015 & 2014
  • Pro-series tax years 2015 & 2014
  • QuickBooks for Mac 2016
  • Gmail, Outlook, Yahoo, & other SMTP assisting E-mail clients
  • IE 11

Answer – Firewall & software compatibility:

The following programs may require adjustments for ultimate system performance when running QuickBooks.

  • Windows server firewall 8.1 & 7 (for all editions)
  • MS security essentials
  • Symantec
  • Avast
  • AVG
  • ESET
  • Avira
  • Kaspersky
  • McAfee
  • Malwarebytes
  • Bitdefender

Answer – Integration requirements:

  • To export report info- need Apple numbers ’09, MS Excel 2008 or 2011 for the MAC
  • Email needs- Apple mail, Microsoft entourage 2008 or Outlook 2011 for MAC

Answer – System Requirements for QuickBooks App

There are different system requirements for various QuickBooks Apps.

Answer – Processor:

  • 4 GHz needed
  • SIMD Extensions 2 (SSE2) support required for streaming

Question – How much RAM do I need to run QuickBooks 2017?

Answer –

  • Minimum 4 GB RAM

Answer – Hard Disk:

  • 1 GB
  • Solid State Drive

Answer – Network Speed:

  • Same needed for QuickBooks Online
  • Minimum internet speed of 512 Kbps
  • 1 Mbps recommended internet speed

Answer – Supported Devices:

  • Laptops
  • Desktops
  • Tablets/Ultrabook

Answer – Supported Operating System:

Answer – Windows Compatibility:

  • Windows 10
  • Windows 8.1
  • Windows 7.

Answer – Display:

  • For Best Optimization- 1280 x 800 screen resolution or higher
  • Between 1200×800 & 1600×900
  • Between 1600×1200 & 1920×1200
  • Between 1920×1440 & 2560×1440
  • Up to 200% DPI
  • An extended monitor supports.

Question – Is there a FREE DEMO?  Is there a QuickBooks Consultant?

Answer – Yes, Give us a call 800.475.1047

Software Compatibility:

  • Additional RAM is always recommended for better performance.

Question – Where can I find information about software that is compatible with QuickBooks 2017?

Answer – QuickBooks can easily be integrated with so many third-party applications. Following it the link so you can check here:

Question – Is QuickBooks 2017 Still Supported?

Answer – After May 31, 2020, access to add-on services will be discontinued for QuickBooks Desktop for Windows 2017. This includes all versions of QuickBooks Desktop Pro, Premier, and Enterprise Solutions 2017.

Question – Can I Still get support for QuickBooks 2017?

Answer – Yes, QuickBooks 2017 support is available 800.475.1047

Get more QuickBooks information QuickBooks Month End Checklist and/or QuickBooks Training Classes

Question – What are the System Requirements for QuickBooks 2016?

Enterprise Solutions 16.0 – Released September 25, 2015QuickBooks 2016 QuickBooks system requirements

Question – What is the Newest Features QuickBooks 2016?

Answer –

  1. Bulk Clear ‘Send’ Forms
  2. Batch Void/Delete Transactions
  3. Batch Delete/Void Transactions
  4. Sort on Columns in Payment Screen
  5. Bulk Clear Send Forms
  6. Fiscal Year-to-Last Month Report Filter
  7. Continuous Feed Label Printer Support
  8. Auto Copy Ship-To Address
  9. Filter for Custom Fields in Item Reports
  10. E-Invoicing
  11. Verify and Rebuild Process
  12. Upgrade Process
  13. Advanced Reporting
  14. QuickBooks Statement Writer Supports Microsoft Office 2013

Operating System:

Answer – Operating systems supported:

  • Windows 8.1, all editions including 64-bit, natively installed
  • Windows 7, all editions including 64-bit, natively installed
  • Windows Vista (SP2 or later), all editions including 64-bit, natively installed
  • Windows Server 2012, Windows Small Business Server 2011, Small Business Server 2008
  • Windows Server 2008 R2, Windows Server 2008, and Windows Server 2003 (SP2)*, including 64-bit, natively installed

Answer – Database Servers:

Windows: natively installed & Windows 8, Windows 7 or Vista (SP2) with UAC on, Windows Server 2011, Windows Server 2008 R2, Windows Server 2008, Windows Server 2008 – Terminal Server Config., Windows Server 2003 (SP2)*, and Windows Small Business Server 2008

Note: Any version of Windows Home Server Edition is not supported.

Answer – Hardware and operating system requirements (client and server)

  • 2.4 GHz processor minimum

Question – How much RAM do I need to run QuickBooks 2016?

Answer – Workstation Requirements

  • 4 GB RAM minimum, 8GB RAM Recommended

Answer – Server RAM Requirements:

  • 0-5 Users: 8GB RAM
  • 10+ Users: 12GB RAM
  • 15+ Users: 16GB RAM
  • 20+ Users 20+GB RAM
  • 4x CD-ROM drive required for CD installations
  • Display optimized for 1024 x 768 screen resolution or higher with up to 2 Extended monitors
  • Best optimized for Default DPI setting (96 DPI or 100%). Additionally, medium DPI (120 DPI or 110%) is supported to ensure an optimal experience for 110% scaling.
  • Internet access is required

Answer – Windows:

  • S. version
  • Regional Settings are supported when set to English (United States) with keyboard setting to U.S. only
  • Administrator Rights required for the server computer when hosting Multi User Access
  • Natively installed

Answer – Disk space requirements:

  • 5 GB of disk space (additional space required for data files)
  • Additional software: 250 MB for Microsoft .NET 4.0 Runtime, provided on the QuickBooks CD
  • Additional requirements for Intuit Data Protect in QuickBooks Connected Services offerings

Answer – Require minimum 2.0 GB Ram

Question – What is the Software Compatibility

Answer –

  • Additional RAM is always recommended for better performance.

Question – Where can I find information about software that is compatible with QuickBooks 2016?

Answer – QuickBooks can easily be integrated with so many third-party applications. Following it the link so you can check here:

QuickBooks can work with hundreds of third-party applications below is a small list

Microsoft Office:

  • Office 2010 and Office 2013/365 (including Outlook 2010 and Outlook 2013) both on 32 and 64 bits. (Note:  Office 365 is only supported when it is locally installed, not the web version.)
  • Preparing letters requires Microsoft Word 2013, 2010, or 2007 (32 bit)
  • Exporting reports requires Microsoft Excel 2013, 2010, or 2007.
  • Contact Synchronization with Microsoft Outlook requires Outlook 2013, 2010, or 2007.
  • Synchronization with Outlook requires QuickBooks Contact Sync for Outlook (the download is available at no charge).

Contact Sync does not work with the Microsoft Business Contact Manager Outlook plug-in. If a sync is performed, duplicate records could result

  • QuickBooks Point of Sale 2014 (V12.0), V11.0, V10.0
  • Adobe Acrobat Reader: Business Planner functionality and viewing forms requires Adobe Acrobat Reader 5.0 or later.
  • Payroll and other online features and services requires Internet access with at least a 56 Kbps connection speed (DSL or cable modem recommended).
  • TurboTax 2016 and 2014 (Personal and Business)
  • Lacerte 2016 and 2014.
  • Pro-Series tax years 2016 and 2014.
  • QuickBooks for Mac 2016.
  • Gmail, Yahoo Email, Windows Mail, Hotmail and AOL.
  • Internet Explorer 11, 10, and 9.

Firewall and antivirus software compatibility:

QuickBooks Pro/Premier 2016 and Enterprise 16.0 have been tested with the following firewall and antivirus products.

The following programs may require adjustments for ultimate system performance when running QuickBooks.

Some of these programs may need to have settings adjusted for ultimate performance when using QuickBooks.

  • Windows Server Firewall (all editions)
  • Windows 8 and 8.1 Firewall (all editions)
  • Windows 7 Firewall (all editions)
  • Windows Vista Firewall (all editions)
  • Microsoft Security Essentials
  • Avast
  • Windows Defender
  • AVG
  • Symantec
  • ESET
  • Avira
  • Kaspersky
  • McAfee
  • Bitdefender
  • Norton

QuickBooks will work with systems running RAID (Redundant Array of Inexpensive Disks) but this is not recommended because performance issues may cause QuickBooks to function very slowely.

 

QuickBooks for Mac 2016

 

Minimum system requirements:

  • Mac OS X v10.10 (Yosemite)
  • Intel processor, Core 2 Duo or higher
  • Multiuser Server: Intel Core 2 Duo or higher processor to run server
  • 2 GB RAM (4 GB RAM recommended)
  • 250 MB of available disk space
  • CD/DVD drive (or Internet connection) for installation
  • Printer: 100% Macintosh-compatible printer, if you plan to print invoices, checks, deposit slips, lists, purchase orders, mailing labels, reports, or graphs
  • Checks: Use Intuit Checks if you plan to print checks. Canadian Image Ready Cheques are not supported
  • Product registration required

Integration/compatibility requirements

 

Export report data requires Apple Numbers ’09; Microsoft Excel 2008 or 2011 for Mac

E-mail requires Apple Mail, Microsoft Entourage 2008 or Outlook 2011 for Mac

Accepting credit and debit cards directly into QuickBooks 2016 for Mac requires Intuit Merchant Service for QuickBooks for Mac (sold separately); subject to application approval and debit card transactions are processed as Signature Debit, which does not require entering a PIN code. See http://payments.intuit.com/legal.jsp for details.

Processing payroll, integrated with QuickBooks for Mac, requires paid subscription (sold separately), EIN and Internet access. QuickBooks 2016 for Mac works with Intuit QuickBooks Payroll for Mac

QuickBooks Payroll for Mac requires Internet connection and Adobe Reader to print checks and forms; additional fees apply

System requirements for Intuit QuickBooks Payroll for Mac and Aatrix

Top Pay may differ from those of QuickBooks. For details, visit the company websites at www.macpayroll.com and www.aatrix.com

iCal/Calendar, iChat and Address Book/Contacts are included in Mac OS X installs from Apple, Inc.

QuickBooks for Mac 2016 supports one-way conversion from QuickBooks for Windows 2012, 2013, 2014 and 2016

QuickBooks for Mac 2016 supports round tripping with QuickBooks for Windows 2016

Where can I find a FREE DEMO and Where can I call to speak to a QuickBooks Consultant? Give us a call 800.475.1047

Question – Is QuickBooks 2016 Still Supported?

Answer – After May 31, 2019, access to add-on services will be discontinued for QuickBooks Desktop for Windows 2016. This includes all versions of QuickBooks Desktop Pro, Premier, and Enterprise Solutions 2016.

Question – Can I Still get support for QuickBooks 2016?

Answer – Yes, QuickBooks 2016 support is available 800.475.1047

Get more QuickBooks information QuickBooks Month End Checklist and/or QuickBooks Training Classes

Question – What are the System Requirements for QuickBooks 2015?

Enterprise Solutions 15.0 – Released September 25, 2015QuickBooks 2015 QuickBooks system requirements

Question – What is the Newest Features QuickBooks 2015?

Answer –

  1. See the customer Purchase Order number in the Customer Center – finally!
  2. Auto close estimates when invoicing
  3. Add comments directly to your QuickBooks reports
  4. Option to stop inventory/on-hand from going negative
  5. Shortage Report
  6. Ability to add item costs to sales forms
  7. Add subtotals to most columns on estimates, sales orders, invoices and purchase orders
  8. See a footer on the last page of an invoice only

Answer – Operating System:

  • Windows 8, all editions including 64-bit, natively installed
  • Windows 7, all editions including 64-bit, natively installed
  • Windows Vista (SP1 or later), all editions including 64-bit, natively installed
  • Windows Server 2012, Windows Small Business Server 2011, Small Business Server 2008
  • Windows Server 2008 R2, Windows Server 2008, and Windows Server 2003 (SP2), including 64-bit, natively installed

Answer – Database Servers:

  • Windows: natively installed & Windows 8, Windows 7 or Vista (SP1) with UAC on, Windows Server 2011, Windows Server 2008 R2, Windows Server 2008, Windows Server 2008 – Terminal Server Config., Windows Server 2003 (SP2), and Windows Small Business Server 2008

Any version of Windows Home Server Edition is not supported.

Answer – Hardware and operating system requirements (client and server)

  • 2.4 GHz processor minimum
  • System processor should support at least Streaming SIMD Extensions 2 (SSE2) instruction set

Question – How much RAM do I need to run QuickBooks 2015?

Answer – Workstation Requirements:

  • 2 GB RAM minimum

Answer – RAM requirements for multi-user setup:

  • 5 users: 2-3 GB
  • 10 users: 3-4 GB
  • 15 users: 4-6 GB
  • 20 users: 6-8 GB

4x CD-ROM drive required for CD installations

Display optimized for 1024 x 768 screen resolution or higher with up to 2 Extended monitors

Best optimized for Default DPI setting (96 DPI or 100%). Additionally, medium DPI (120 DPI or 110%) is supported to ensure an optimal experience for 110% scaling.

Answer – Windows:

  • S. version
  • Regional Settings are supported when set to English (United States) with keyboard setting to U.S. only
  • Administrator Rights required for the server computer when hosting Multi User Access
  • Natively installed
  • Disk space requirements:
  • 5 GB of disk space (additional space required for data files)
  • Additional software: 250 MB for Microsoft .NET 4.0 Runtime, provided on the QuickBooks CD
  • Additional requirements for Intuit Data Protect in QuickBooks Connected Services offerings
  • Require minimum 2.0 GB Ram
  • Twice the size of the largest File set to back up + 100MB or twice the size to restore. The space is only required from the work folder.

 

Software Compatibility:

Question – Where can I find information about software that is compatible with QuickBooks 2014?

Answer – QuickBooks can easily be integrated with so many third-party applications. Following it the link so you can check here:

Here is a short list of QuickBooks third-party applications.

Microsoft Office:

  • Office 2010 and Office 2013/365 (including Outlook 2010 and Outlook 2013) both on 32 and 64 bit. (Note:  Office 365 is only supported when it is locally installed, not the web version.)
  • Preparing letters requires Microsoft Word 2013, 2010, or 2007.
  • Exporting reports requires Microsoft Excel 2013, 2010, or 2007.
  • Contact Synchronization with Microsoft Outlook requires Outlook 2013, 2010, or 2007.
  • Synchronization with Outlook requires QuickBooks Contact Sync for Outlook (the download is available at no charge).

Contact Sync does not work with the Microsoft Business Contact Manager Outlook plug-in. If a sync is performed, duplicate records could result

QuickBooks Point of Sale 2015 (V12.0), V11.0, V10.0

  • Adobe Acrobat Reader: Business Planner functionality and viewing forms requires Adobe Acrobat Reader 5.0 or later.
  • Payroll and other online features and services requires Internet access with at least a 56 Kbps connection speed (DSL or cable modem recommended)
  • TurboTax 2014 and 2013 (Personal and Business)
  • Lacerte 2014 and 2013
  • Pro-Series tax years 2014 and 2013
  • QuickBooks for Mac 2015
  • Quicken 2015, 2014, 2013
  • Gmail, Yahoo Email, Windows Mail, Hotmail and AOL
  • Internet Explorer 11, 10, and 9.
  • Firewall and antivirus software compatibility
  • QuickBooks Pro 2015 has been tested with the following firewall and antivirus products.

The following programs may require settings to be adjusted for ultimate performance with QuickBooks.

The following programs may require adjustments for ultimate system performance when running QuickBooks.

  • Windows Server Firewall (all editions)
  • Windows 8 and 8.1 Firewall (all editions)
  • Windows 7 Firewall (all editions)
  • Windows Vista Firewall (all editions)
  • Microsoft Security Essentials
  • Avast
  • Windows Defender
  • AVG
  • Symantec
  • ESET
  • Avira
  • Kaspersky
  • McAfee
  • Bitdefender
  • Norton

QuickBooks will work with systems running RAID (Redundant Array of Inexpensive Disks) but this is not recommended because performance issues may cause QuickBooks to operate slowly.

Would you like a FREE DEMO and to speak to a QuickBooks Consultant? Give us a call 800.475.1047

Question – Is QuickBooks 2015 Still Supported?

Answer – After May 31, 2018, access to add-on services will be discontinued for QuickBooks Desktop for Windows 2015. This includes all versions of QuickBooks Desktop Pro, Premier, and Enterprise Solutions 2015.

Question – Can I Still get support for QuickBooks 2015?

Answer – Yes, QuickBooks 2015 support is available 800.475.1047

Get more QuickBooks information QuickBooks Month End Checklist and/or QuickBooks Training Classes

Question – What are the System Requirements for QuickBooks 2014?

Enterprise Solutions 14.0 – – Released September 23, 2012QuickBooks 2014 QuickBooks system requirements

Question – What is the Newest Features QuickBooks 2014?

Answer –

  1. Redesigned Bank Feeds
  2. Income Tracker
  3. Copy and Paste lines
  4. Contextual Reports
  5. Default
  6. Customizable View Balances tab
  7. Search Auto Suggestions
  8. Sent Email improvements
  9. Revamped Email interface as attachments
  10. Job Status filter
  11. Sales Reps are now on Jobs
  12. Bill Payment stubs
  13. Add/Edit Multiple list now has lookup
  14. Print Report up to specified high page
  15. Enhanced Payroll Center
  16. Bounced Check Feature
  17. Copy/Paste Line items

Operating System:

  • Windows 8, all editions including 64-bit, natively installed
  • Windows 7, all editions including 64-bit, natively installed
  • Windows Vista (SP1 or later), all editions including 64-bit, natively installed
  • Windows XP* (SP3 only), all editions including 64-bit, natively installed
  • Microsoft will be ending support for the Windows XP Operating System. Intuit will support Windows XP until the official end of support date.
  • Windows Server 2012, Windows Small Business Server 2011, Small Business Server 2008
  • Windows Server 2008 R2, Windows Server 2008, and Windows Server 2003 (SP2), including 64-bit, natively installed

Database Servers:

Windows: natively installed & Windows 8, Windows 7 or Vista (SP1) with UAC on, Windows Server 2008 R2, Windows Server 2008, Windows Server 2008 – Terminal Server Config., Windows Server 2003 (SP2), and Windows Small Business Server 2008

Windows Home Server Edition is not supported.

Hardware Requirements

  • 2.0 GHz processor; 2.4 GHz recommended

Question – How much RAM do I need to run QuickBooks 2014?

Answer –

  • 1 GB RAM for single user, 2 GB RAM recommended for multiple users (2 GB RAM required for Windows 8 64 bit)

Other:

  • 4x CD-ROM drive required for CD installations
  • Display optimized for 1024 x 768 screen resolution or higher with up to 2 Extended monitors
  • Only Default DPI setting is supported (96dpi/100%)
  • 2.5 GB of disk space (additional space required for data files)
  • Additional software: 250 MB for Microsoft .NET 4.0 Runtime, provided on the QuickBooks CD
  • Additional requirements for Intuit Data Protect in QuickBooks Connected Services offerings
  • Require minimum 2.0 GB Ram
  • Twice the size of the largest File set to back up + 100MB or twice the size to restore. The space is only required from the work folder.

Question – Is QuickBooks 2014 Still Supported?

Answer – After May 31, 2017, access to add-on services will be discontinued for QuickBooks Desktop for Windows 2014. This includes all versions of QuickBooks Desktop Pro, Premier, and Enterprise Solutions 2014.

Question – Can I Still get support for QuickBooks 2014?

Answer – Yes, QuickBooks 2014 support is available 800.475.1047

Get more QuickBooks information QuickBooks Month End Checklist and/or QuickBooks Training Classes

What are the QuickBooks System Requirements for QuickBooks 2013?

Enterprise Solutions 13.0 – – Released September 10, 2012QuickBooks 2013 QuickBooks system requirements

What is the Newest Features QuickBooks 2013?

Answer –

  • Homepage has new look and feel
  • Quick Access of Task Bar
  • Add multiple attachments in their email
  • Review prior email transactions
  • Customize email templates
  • Icon Bar collapses
  • New Ribbon Layout
  • Fonts and spacing increased
  • Customer Center Updated
  • Vendor Center Updated
  • QuickBooks System Requirements

Operating System:

Mac with Intel Core 2 Duo or higher processor to run the server. Mac with Intel processor and QuickBooks installed to connect as a client

Current Macs running on a PPC platform are only supported with 2009 and earlier QuickBooks for Mac products.

  • Mac OS X v10.7 or later
  • 2 GB RAM (4 GB RAM recommended)
  • CD-ROM drive for installation
  • 160 MB of available disk space
  • Printer: 100% Macintosh-compatible printer, if you plan to print invoices, checks, deposit slips, lists, purchase orders, mailing labels, reports, or graphs
  • Checks: Use Intuit Checks if you plan to print checks. Canadian Image Ready Cheques are not supported.

Integration/compatibility requirements:

  • Export report data requires Microsoft Excel 2008 or 2011 for Mac or Apple Numbers ‘09
  • Email requires Apple Mail; Microsoft Entourage 2008 or Outlook 2011 for Mac
  • Back up to MobileMe requires paid MobileMe account available separately from Apple, Inc.
  • iCal and Address Book are included in Mac OS X from Apple, Inc.
  • Accepting credit and debit cards directly into QuickBooks 2013 for Mac requires Intuit Merchant Service for QuickBooks for Mac (sold separately); subject to application approval and debit card transactions are processed as Signature Debit, which does not require entering a PIN code. See http://payments.intuit.com/legal.jsp for details.
  • Processing payroll, integrated with QuickBooks for Mac, requires paid subscription (sold separately), EIN and Internet access. QuickBooks 2013 for Mac works with Intuit QuickBooks Payroll for Mac.
  • QuickBooks Payroll for Mac requires Internet connection and Adobe Reader to print checks and forms. Additional fees apply.
  • System requirements for Intuit QuickBooks Payroll for Mac and Aatrix

Top Pay may differ from those of QuickBooks.

Download requirements:

You must have all 3 of the following to download QuickBooks:

  • A high-speed Internet connection (DSL, cable modem, or higher)
  • Safari 2.0 or higher
  • 2.5 GB free disk space

After installing QuickBooks, you can delete the installations program from your computer to free up disk space. The QuickBooks Pro and Premier installers give you the option to auto delete those files. Choose that option to free up disk space immediately.

High speed reliable internet connection is recommended. Modems and Customers with dial-up connections cannot download QuickBooks, due to the large file size.

QuickBooks for Windows Pro / Premier 2013 and Enterprise Solutions 13.0

System requirements for QuickBooks 2013 include the following:

Operating systems supported:

  • Windows 8, all editions including 64-bit, natively installed (QB R4 and later required)
  • Windows 7, Windows Vista or Windows XP: QuickBooks Pro / Premier minimum requirements
  • Windows 7, Vista, and XP: QuickBooks Enterprise Solutions minimum requirements
  • RAM requirements for Microsoft Terminal Services
  • Software compatibility
  • Firewall and antivirus software compatibility

Operating systems supported:

To run QuickBooks 2013 or QuickBooks System Requirements Enterprise Solutions 13.0:

  • Windows 8, all editions including 64-bit, natively installed (QB R4 and later required)
  • Windows 7, all editions including 64 bits
  • Windows Vista (SP2 or later), all editions including 64 bits
  • Windows XP (SP2 or later), all editions including 64 bits
  • Windows Server 2008, Small Business Server 2008, and Windows Server 2003, including 64 bit

Database Servers:

  • Windows: natively installed and Windows 8, Windows 7 (SP1), XP (SP2 or later), Vista (w/ UAC on), 7 (w/ UAC on), Windows Server 2003, Windows Server 2008, Small Business Server 2008.

Windows Home Server Edition is not supported.

  • Linux: The following versions are supported when using an Enterprise Solutions Database server only installation.

Linux: OpenSUSE 11.2, Fedora 12, Red Hat Enterprise 5.4.

Windows 7, Windows Vista and Windows XP: QuickBooks Pro / Premier minimum requirements (Client and Server)

  • At least 2.0GHz processor; 2.4GHz recommended.
  • At least 1 GB RAM for single user, 2 GB RAM recommended for multiple users.
  • 2.5 GB of disk space (additional space required for data files).
  • 4x CD-ROM drive required for CD installs.
  • Display optimized for 1024 x 768 screen resolution or higher. 16-bit color or higher
  • U.S. version of Windows only.
  • Regional Settings are supported when set to English (United States) with keyboard setting to US only.
  • Disk space requirements for additional software: 250MB for Microsoft .NET 3.5 Runtime, provided on the QuickBooks CD.

Windows 7, Vista, and XP: QuickBooks Enterprise Solutions 13.0 minimum requirements (Client and Server)

  • At least 2.0 GHz processor, 2.4 GHz recommended – Client.
  • At least 2.0 GHz processor (1.2 GHz for Linux), 2.4 GHz recommended (2.0 GHz for Linux) – Server.

Question – How much RAM do I need to run QuickBooks 2013?

Answer – Workstation Recommendation

  • At least 1 GB RAM for single user, 2 GB RAM recommended for multiple users – Client

Answer – Server Recommendations

  • At least 1 GB RAM, 2 GB RAM recommended – Server
  • 2.5 GB of disk space (additional space required for data files) – Client and Server
  • 4x CD-ROM drive required for CD installs.
  • Minimum 1024 x 768 screen resolution or higher. 16-bit color or higher
  • U.S. version of Windows only.
  • Regional Settings are supported when set to English (United States) with keyboard setting to US only.
  • Disk space requirements for additional software: 250MB for Microsoft .NET 3.5 Runtime, provided on the QuickBooks CD.
  • Minimum network requirements:

100 Mbps network card.

100 Mbps switch or router.

40 Mbps network bandwidth.

RAM requirements for Microsoft Terminal Services

  • 5 users: 2-3 GB
  • 10 users: 3-4 GB
  • 15 users: 4-6 GB
  • 20 users: 6-8 GB
  • QuickBooks System requiremens

Software Compatibility:

  • Additional RAM is always recommended for better performance.

Question – Where can I find information about software that is compatible with QuickBooks 2013?

Answer – QuickBooks can easily be integrated with so many third-party applications. Following it the link so you can check here:

Provided is a partial list of third-party applications there are many more.

Microsoft Office:

  • Preparing letters requires Microsoft Word 2010, 2007, 2003 or 2002. Word 2010 is only supported on QuickBooks Pro and QuickBooks Premier non-Accountant editions (Contractor’s, Non-Profit, Mfg. and Wholesale, etc.)
  • Exporting reports require Microsoft Excel 2010, 2007, 2003 or 2002. Excel 2010 is only supported on QuickBooks Pro and QuickBooks Premier non-Accountant editions (Contractor’s, Non-Profit, Mfg. and Wholesale, etc.)
  • Contact Synchronization with Microsoft Outlook requires Outlook 2010, 2007, 2003 or 2002.
  • Synchronization with Outlook requires QuickBooks Contact Sync for Outlook (the download is available at no charge). Contact Sync does not work with the Microsoft Business Contact Manager Outlook plug-in. If a sync is performed, duplicate records could result

Microsoft Office 2010 is currently not supported for QuickBooks Premier 2013 Accountant Edition and all QuickBooks Enterprise Solutions 13.0 editions.

  • QuickBooks Point of Sale v7.0 and later.
  • Adobe Acrobat Reader: Business Planner functionality and viewing forms requires Adobe Acrobat Reader 5.0 and later
  • Payroll and other online features and services: Requires Internet access with at least a 56Kbps connection speed (DSL or cable modem recommended)
  • QuickBooks System Requirements

Firewall and antivirus software compatibility:

QuickBooks 2013 has been tested with the following firewall and antivirus products. In some cases, it may be necessary to adjust settings in these products to ensure the best possible performance with QuickBooks.

  • Windows 7 Firewall (all editions)
  • Microsoft Windows Vista Firewall (all editions)
  • Windows XP Firewall (all editions)
  • Symantec Norton Anti-Virus, Internet Security, Norton 360
  • McAfee VirusScan Plus, Internet Security, Total Protection
  • Trend Micro Internet Security
  • Zone Alarm

For a FREE DEMO and to speak to a QuickBooks Consultant Give us a call 800.475.1047

Question – Is QuickBooks 2013 Still Supported?

Answer – After May 31, 2016, access to add-on services will be discontinued for QuickBooks Desktop for Windows 2013. This includes all versions of QuickBooks Desktop Pro, Premier, and Enterprise Solutions 2013.

Question – Can I Still get support for QuickBooks 2013?

Answer – Yes, QuickBooks 2013 support is available 800.475.1047

Get more QuickBooks information QuickBooks Month End Checklist and/or QuickBooks Training Classes

Question – What are the QuickBooks System Requirements for QuickBooks 2012?

Enterprise Solutions 12.0 – Released September 26, 2011QuickBooks 2012 QuickBooks system requirements

Question – What is the Newest Features QuickBooks 2012?

Answer –

  1. Inventory Center.
  2. Document Center
  3. Lead Center
  4. Document Center
  5. Calendar
  6. Improved Excel Integration
  7. Condense Data and Period Copy
  8. Accountant Center
  9. QuickBooks System Requirements

In Enterprise 2012 Only

  1. Enhanced Inventory Receiving
  2. Automatic Price Markup
  3. FIFO Inventory
  4. Serial or Lot Number Tracking

Operating System:

QuickBooks Pro or Premier hardware and operating system requirements

QuickBooks Enterprise Solutions hardware and operating system requirements

RAM requirements for Microsoft Terminal Services

Software Compatibility:

  • Additional RAM is always recommended for better performance.

Firewall and antivirus software compatibility

Operating systems supported

QuickBooks Pro or Premier 2012 or QuickBooks Enterprise Solutions 12.0:

Windows 7, all editions including 64-bit, natively installed

Microsoft Windows Vista (SP2 or later), all editions including 64-bit, natively installed

Windows XP (SP2 or later), all editions including 64-bit, natively installed

Windows Server 2008, Windows Server 2008 R2, Small Business Server 2008, Small Business Server 2011, and Windows Server 2003, including 64-bit, natively installed

Database Servers:

Windows: natively installed Windows 7 or Vista with UAC on, XP (SP2 or later), Windows Server 2003, Windows Server 2008, Windows Server 2008 R2, Windows Server 2008 – Terminal Server Config., Small Business Server 2008, Small Business Server 2011

Windows Home Server Edition is not supported.

Linux: When using an Enterprise Solutions Database Server-only installation: natively installed OpenSUSE 11.2, Fedora 12, Red Hat Enterprise 6.0.

  • QuickBooks Pro or Premier hardware and operating system requirements (client and server)
  • 0 GHz processor; 2.4 GHz recommended
  • 1 GB RAM for single user, 2 GB RAM recommended for multiple users
  • 4x CD-ROM drive required for CD installations
  • Display optimized for 1024 x 768 screen resolution or higher; 16-bit color or higher
  • Windows:
  • S. version of only
  • Regional Settings are supported when set to English (United States) with keyboard setting to U.S. only
  • natively installed

Disk space requirements:

  • 5 GB of disk space (additional space required for data files)
  • additional software: 250 MB for Microsoft .NET 4.0 Runtime, provided on the QuickBooks CD
  • Additional requirements for Intuit Data Protect in QuickBooks Connected Services offerings
  • Require minimum 2.0 GB Ram
  • Twice the size of the largest File set to back up + 100MB or twice the size to restore. The space is only required from the work folder.

QuickBooks Enterprise Solutions hardware and operating system requirements (client and server)

Client:

  • 0 GHz processor, 2.4 GHz recommended
  • 1 GB RAM for single user, 2 GB RAM recommended for multiple users

Question – How much RAM do I need to run QuickBooks 2012?

Answer – Serve Requirements

Server:

  • 0 GHz processor (1.2 GHz for Linux), 2.4 GHz recommended (2.0 GHz for Linux)
  • 1 GB RAM, 2 GB RAM recommended – Server

4x CD-ROM drive required for CD installations

Minimum 1024 x 768 screen resolution or higher; 16-bit color or higher

Windows:

  • S. version of Windows only.
  • Regional Settings are supported when set to English (United States) with keyboard setting to U.S. only
  • natively installed
  • Minimum network requirements:
  • 100 Mbps network card
  • 100 Mbps switch or router
  • 40 Mbps network bandwidth

Disk space Client / Server:

  • 5 GB of disk space (additional space required for data files)
  • additional software: 250 MB for Microsoft .NET 4 Runtime, provided on the QuickBooks CD
  • Additional requirements for Intuit Data Protect in QuickBooks Connected Services offerings

Require minimum 2.0 GB Ram

Twice the size of the largest File set to back up + 100MB or twice the size to restore. The space is only required from the work folder.

RAM requirements for Microsoft Terminal Services

Terminal services is only supported with QuickBooks Enterprise.

  • 5 users: 2-3 GB
  • 10 users: 3-4 GB
  • 15 users: 4-6 GB
  • 20 users: 6-8 GB

Software Compatibility:

  • Additional RAM is always recommended for better performance.

Question – Where can I find information about software that is compatible with QuickBooks 2011?

Answer – QuickBooks can easily be integrated with so many third-party applications. Following it the link so you can check here:

QuickBooks integrates with hundreds of third-party applications. The following is a small list of integrations.

Microsoft Office:

  • Office 2010 (including Outlook 2010) both on 32 and 64 bits.
  • Preparing letters requires Microsoft Word 2010, 2007, or 2003.
  • Exporting reports requires Microsoft Excel 2010, 2007, or 2003.
  • Contact Synchronization with Microsoft Outlook requires Outlook 2007, 2003, or 2002.

Synchronization with Outlook requires QuickBooks Contact Sync for Outlook (the download is available at no charge).

Contact Sync does not work with the Microsoft Business Contact Manager Outlook plug-in. If a sync is performed, duplicate records could result

  • QuickBooks Point of Sale v7.0 and later.
  • Adobe Acrobat Reader: Business Planner functionality and viewing forms requires Adobe Acrobat Reader 5.0 or later.
  • Payroll and other online features and services requires Internet access with at least a 56 Kbps connection speed (DSL or cable modem recommended).

Firewall and antivirus software compatibility:

QuickBooks 2012 is known to work with the following firewall and antivirus products.

In some cases, it may be necessary to adjust settings in these products to ensure the best possible performance with QuickBooks.

Windows 7 Firewall (all editions)

Microsoft Windows Vista Firewall (all editions)

Windows XP Firewall (all editions)

Symantec Norton Anti-Virus, Internet Security, Norton 360

McAfee VirusScan Plus, Internet Security, Total Protection

Trend Micro Internet Security

Zone Alarm

QuickBooks will work with systems running RAID (Redundant Array of Inexpensive Disks) but this is not recommended because performance issues may cause QuickBooks to operate slowly.

For Question – Is QuickBooks 2012 Still Supported?

Answer – After May 31, 2015, access to add-on services will be discontinued for QuickBooks Desktop for Windows 2012. This includes all versions of QuickBooks Desktop Pro, Premier, and Enterprise Solutions 2012.

Question: Can I Still get support for QuickBooks 2012?

Answer – Yes, QuickBooks 2012 support is available 800.475.1047

For a FREE DEMO and to speak to a QuickBooks Consultant Give us a call 800.475.1047

Get more QuickBooks information QuickBooks Month End Checklist and/or QuickBooks Training Classes

Question – What are the QuickBooks System Requirements for QuickBooks 2011?

Enterprise Solutions 11.0 Released Feruary 2011Quickbooks 2011 QuickBooks system requirements

Question – What is the Newest Features QuickBooks 2011?

Answer –

  1. Collections Center
  2. Paid Customer Invoices Stamp added
  3. Attach Documents
  4. Web-based email services for sending forms

Answer – Operating System

  • At least 2.0GHz processor for a client
  • At least 2.0GHz processor for a server

Question – How much RAM do I need to run QuickBooks 2011?

Answer –

  • 1GB RAM (more strongly recommended as file size increases) for a client
  • 1GB RAM (more strongly recommended as file size increases) for a server
  • 2.5 GB of disk space (plus additional space for company files) for a client
  • 2.5 GB of disk space (plus additional space for company files) for a server

Answer – Quickooks System Requirements Disk Space Requirements for Additional Software:

  • 250MB for Microsoft .NET 3.5 Runtime, provided on the QuickBooks CD
  • 9MB for the QuickBooks Timer

Answer – Additional Hardware and Software Requirements

  • Operating System: Windows 7 (all editions except Starter and Basic), Windows Vista (w/UAC on), or Windows XP (SP2 or later)
  • 4X CD-ROM drive
  • Optimized for 1024×768 screen resolution or higher (1024×768 or higher is required)

Answer – QuickBooks System Requirements Windows File Server Requirements:

Microsoft® Windows 7 (all editions except Starter and Basic), Windows XP (SP2 or later strongly recommended), Windows Vista (w/UAC on), Windows Server 2003, Windows Server 2008, or Small Business Server 2008.

Linux File Server Requirements

Run the QuickBooks Database Server on Linux. Store your QuickBooks data on a Linux server and use QuickBooks Enterprise Solutions running on your Windows desktop client to access that data. You can utilize the server operating system of your choice to meet the needs of your business environment.38

Linux is supported for Enterprise Solutions 11.0 (openSUSE 11.2, fedora 12 and RedHat Enterprise 5.4), Enterprise Solutions 10.0 (openSUSE 11 and fedora 11), and Enterprise Solutions 9.0, 8.0 and 7.0 (openSUSE 10, fedora 10, and Novell Open Workgroup Suite Small Business Edition).

The installation guide for Novell Open Workgroup Suite Small Business Edition.

For Enterprise Solutions 11.0:

  • RPM for Linux installation
  • Public Key to verify the content of the RPM package
  • QuickBooks Enterprise Solutions Linux Database Server Manager on your Linux server

For Enterprise Solutions 10.0:

  • RPM for Linux installation
  • Public Key to verify the content of the RPM package
  • 10.0 Installation Guide (PDF) as you install and configure the QuickBooks Enterprise Solutions Linux Database Server Manager on your Linux server

For Enterprise Solutions 9.0:

  • RPM for Version 9.0 Release 9 or later for Linux installation
  • RPM for Version 9.0 Release 8 or earlier for Linux installation
  • Download Public Key to verify the content of the RPM package
  • 9.0 Installation Guide QuickBooks Enterprise Solutions Linux Database Server Manager on your Linux server

For Enterprise Solutions 8.0:

  • RPM for Linux installation
  • Public Key to verify the content of the RPM package
  • 8.0 Installation Guide QuickBooks Enterprise Solutions Linux Database Server Manager on your Linux server

Software Compatibility

  • Additional RAM is always recommended for better performance.

Question – Where can I find information about software that is compatible with QuickBooks 2020?

Answer – QuickBooks can easily be integrated with so many third-party applications. Following it the link so you can check Here:

Question – Is QuickBooks 2011 Still Supported?

Answer – After May 31, 2015, access to add-on services will be discontinued for QuickBooks Desktop for Windows 2011. This includes all versions of QuickBooks Desktop Pro, Premier, and Enterprise Solutions 2011.

Question – Can I Still get support for QuickBooks 2011?

Answer – Yes, QuickBooks System Requirements 2011 support is available 800.475.1047

Some limitations will apply in the primary and secondary instance when running both at the same time

For a FREE DEMO and to speak to a QuickBooks Consultant Give us a call 800.475.1047 – Near me

*These notes are a summary of each version and may not be a complete list

*Legacy Versions of QuickBooks may not run on Current Versions of Operating systems.

Timeslips Consultant

Sage 100 Manufacturing, Sage 100 ERP Manufacturing, Sage 100 Production Entry, Sage 100 ERP Production Entry, Sage 100 Production Manager, Sage 100 ERP Production Manager

Sage 100 Production Entry

Sage 100 Production Entry Manufacturing

Sage 100 production entry for Sage 100 Manufacturing – ERP / MRP – Maximize efficiency thru all stages, increase productivity with visibility of accurate

Sage 100 Manufacturing, Sage 100 ERP Manufacturing, Sage 100 Production Entry, Sage 100 ERP Production Entry, Sage 100 Production Manager, Sage 100 ERP Production Manager

data across all operations. Sage 100 ERP is a suite that includes integrated functionality for financial management, sales, customer service, distribution, inventory, manufacturing with built in business intelligence for data analytics.

Sage 100 Production Entry

Sage 100 ERP, Sage 100, Sage 100 Manufacturing Consultant, Sage 100 ERP Manufacturing Consultant

Use Sage 100 Production Entry to record manufactured items increasing the quantity on hand for finished goods into the Sage 100 Inventory module. During Production Entry specify the component quantity, consumption or scarp for corresponding component parts before the actual manufacturing process, during or after.

Sage 100 Production Entry

1. Select Production Entry from the Sage 100 Bill of Materials Main Menu

Sage 100 Consultant, Sage 100 Manufacturing Consultant, Sage 100 Production Consultant

2. When first accessing the program Sage 100 will prompt you for an accounting date. Enter the date the production was processed on. Otherwise go to step 3.

Sage 100, Sage 100 ERP, Sage 100 Manufacturing

3. Click the # icon to get the next batch number. Although not necessary, enter a comment to identify the batch. Click Accept when done.

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4. Click the # icon again to get the next Production Number.

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5. Click the Magnifying Glass to look up the Bill Number you wish to post production for. Select the item from the list and either double click the item from the list or highlight the item and click the Select button.

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6. After selecting the Bill Number for the item being made, enter the quantity that was made.

Sage 100 Manufacturing, Sage 100 Production Entry, Sage 100 Production Management

7. Click the 2 Lines tab and verify the component items and the quantities used. Make any necessary adjustments for scrap as needed. Click the Accept button when done.

Sage 100 Consultant, Sage 100 manufacturing Consultant, Certified Sage Consultant

8. Repeat steps 4 – 7 if there are more production entries. Otherwise you can either X out of the program and go back to the menu or you can click the Printer icon down in the lower right hand corner of the Production Entry window to update the production postings. If the Printer icon is selected to update the production postings then proceed to step 9.

Sage 100 manufacturing, Sage 100 Production, Sage 100 production entry, Sage 100 bill of materials, Sage 100 BOM

9. Select the Batch Number you want to update by clicking the Print check box shown to the right of the Batch Number. Click Proceed.

New York, City Los Angeles, Chicago, Houston, Philadelphia, Phoenix, San Antonio, San Diego, Dallas, San Jose, Austin, Jacksonville, Indiana, San Francisco, Columbus, Fort Worth, Charlotte, Detroit, El Paso, Memphis, Boston, Seattle, Denver, Washington, Nashville, Baltimore, Louisville, Portland, Oklahoma, Milwaukee, Las Vegas, Albuquerque, Tucson, Fresno, Sacramento, Long Beach, Kansas, Mesa, Virginia Beach, Atlanta, Colorado Springs, Raleigh, Omaha, Miami, Oakland, Minneapolis, Cleveland, Wichita, Arlington, New Orleans, Bakersfield, Tampa, Honolulu, Anaheim, Aurora, Santa Ana, St Louis, Riverside, Corpus, Christi, Pittsburg, Lexington, Anchorage, Stockton, Cincinnati, St Paul, Toledo, Newark, Greensboro, Plano, Henderson, Lincoln, Buffalo, Fort Wayne, Jersey, Chula, Vista, Orlando, St Petersburg, Norfolk, Chandler, Laredo, Madison, Durham, Lubbock, Winston, Salem, Garland, Glendale, Hialeah, Reno, Baton Rouge, Irvine, Chesapeake, Irving, Scottsdale, North Las Vegas, Fremont, Gilbert Town, San Bernardino, Boise, Birmingham

10. The next process will print a report showing you what items were made and what items were used along with their corresponding quantities. Verify that the proper printer is showing. Change the printer if necessary. Verify the date. Click Print to print the register.

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming

11. Shown below is an example of the report

 

AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY, AS, DC

12. After verifying that the data on the report is accurate then click the Yes button to update the Production Entry. Otherwise click no and go back to step 4 and look up the record that you need to either update or delete and renter if necessary following steps 4 through 7. After clicking the Yes button the system will update the quantities on hand for those items that were made and used. If adjustments need to be made after clicking Yes then they will have to be made in the Inventory Module using Transaction Entry found on the Main menu.

Sage 100 Accounts payable, Sage 100 accounts receivable, Sage 100 general ledge, Sage100 bank reconcilation

13. This Completes the Production Entry Process.

Once you have Sage 100 Production Manager for Sage 100 Manufacturing purchased it is easy to activate your new Sage 100 ERP module.

Registering Sage Production Management

  1. Access Library Master Setup menu > Scanco Product Registration.

Note: Registration information is obtained when Sage Production Management is downloaded from the Sage Production Management Downloads Page.

Sage 100 manufacturing software, Sage 100 Manufacturing, Sage 100 ERP, Sage 100 Production Manager

  1. Verify the correct Sage 100cloud Serial number and User Licenses displays.
  2. Select the Activate button.
  3. Select OK in the New keys activated. message.

Sage 100 ERP, Sage 100 Manufacturing, Sage 100 Production, Sage 100 Production Manager, Sage 100 Production Entry

  1. Verify Activated displays in the Status field for the J/T Production Management – MTS product code record.

Sage 100 manufacturing, Sage 100 ERP, Sage 100 manufacturing consultant, Sage 100 ERP consultant, Sage 100 consutlant, Sage 100 manufacturing consultant

  1. Select the Close button.

Retired Sage 100 Features

JobOps Make to Stock Import – no longer needed since make to stock transactions are built into Sage 100 manufacturing

Sage 100 Work Order, Sage 100 Work Order Consultant

Purchase Agent – As purchase agent / CEM will become the MRP solution in Sage 100, the purchase agent product will be retired for new sales for customers on version 2019 or higher.

  • Major new capabilities
  • Dynamic Inventorysage 100 MRP, Sage 100 MRP Consultant, Sage 100 material requirement planning, Sage 100 material requirement Planning consultant
  • Editable work order after release
  • Cost Analysis by step and work order
  • Simplified inquiry view
  • Simplified transactions and transaction entry
  • Capture costs from Accounts Payable

With the release of Production Management for

Sage 100 Version 2019

Sage 100 work order, Sage 100 Job Cost, Sage 100 Work order consultant, Sage 100 job cost consultant

the following products will be retired:

  • WO Scan – replaced with Sage 300 manufacturing
  • JO Scan – Replaced with Sage 500 manufacturing
  • WO Efficiency – replaced with Production Management Capabilities

 

Migration path from

Sage 100 Work Order

to a Business Framework Manufacturing solution Sage 100 Version 2019Sage 100 work order, sage 100 production manager, sage 100 work order consultant, sage 100 production manager consultant

  • Make to stock only
  • Major new capabilities
  • Dynamic Inventory
  • Editable work order after release
  • Cost analysis by step and work order
  • Simplified Inquiry View
  • Simplified Transactions and transaction entry
  • Capture cost from Accounts Payable

 

 

For assistance with Sage 100 Production Entry and  Sage 100 Production Manager and / or Sage 100 Manufacturing

Give our certified Sage 100 Consultant a call 800.475.1047

Sage 100 Month End Close Checklist

Sage Timeslips Consultant

Accounting Business Solutions, Accounting Business Solutions by JCS, JCS Computer Resource, JCS, JCS software, sage 100, quickbooks, sage 50, MISys, Sage 100 manufacturing

QuickBooks Month End Close

Quickbooks Month End Close Procedure and Checklist for Small Business Accounting

Month End Close Tips and Tricks

 

What is a Quickbooks month end close? Basic steps include

  • Record deposits
  • Entering vendor payments
  • Bank Reconciliation
  • Review financial balances
  • printing and saving month end reports
  • Lock the current accounting period.

 

Each month Small Businesses should complete these steps to confirm all transactions are entered and reflected in the financial reports. This process when performed in a timely manner will support decisions made for the business based on financial reports.

Tips and tricks – QuickBooks System Requirements

The bank reconciliation is one of the most important steps. Remember to complete this each month in your QuickBooks company file.

QuickBooks accounts to reviewed and reconciled each month

  • Cash
  • Accounts Receivable
  • Inventory
  • Accounts Payable
  • Gross Wages

If you are a larger company there may be additional accounts that need to be reviewed for accuracy each month such as fixed assets, prepaid expenses, loan accounts and tax liabilities. If you are distribution or manufacturing company it may include WIP, Finished goods and cost of goods sold. For a month end close checklist follow the links below to request a month end close checklist in excel for your small business.

Request QuickBooks Month-End Close Checklist

View QuickBooks Quarter End Close Checklist

View QuickBooks Year End Close Checklist

Here’s how to close the books:

  1. Choose the Gear icon and select Company Settings.
  2. Choose Advanced.
  3. In the Accounting section, click on the Edit icon.
  4. Check the box labeled Close the books.
  5. Enter a closing date. …
  6. Decide what you want users to see if they try to save a transaction that is dated prior to the closing date:

For more information and support on Small Business Accounting Software visit Accounting Business Solutions by JCS and for services on Sage Software Timeslips visit www.timeslipssupport.com

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Sage 100 month end close

Sage 100 Month End Close

How to perform Sage 100 Month End Close Procedure and Checklist

for Sage 100 ERP Small Business Accounting

Month End Close Tips and Tricks

Closing Steps

In Sage 100 the most 5 basic steps include entering all deposits and checks, bank reconciliation, reviewing of financial balances, printing and saving reports and finally closing each module and then beginning entry of  transactions into the new accounting period.

Module Information

Every individual module in Sage 100 has its own steps that should be performed prior to the close. All transactions must be updated to the module and to the general ledger.  By following an organized list each month you will keep your system in balance and moving forward.

Review

Small Businesses walk thru these steps each month end to make sure financial reports are accurate. The result of completing each month in a timely manner is so that the owners can determine profitability each month during the year. The bank reconciliation which is included as a part of the month end close steps confirms all transactions for the monthly period were recorded and is a critical part of the process.

Tips and tricks

Sage 100

Five accounts to reviewed and reconciled each monthly:

  • Cash
  • Accounts Receivable
  • Inventory
  • Accounts Payable
  • Gross Wages

If you are a larger company there may be additional accounts that need to be reviewed for accuracy each month such as fixed assets, prepaid expenses, loan accounts and tax liabilities. If you are distribution or manufacturing company it may include WIP, Finished goods and cost of goods sold. For a month end close checklist follow the links below to request a month end close checklist in excel for your small business.

Sage 100 Small Business Month-End Close Checklist

Request Month End-Close Excel Checklist

Sage 100 Small Business Quarter End Close Checklist

View Quarter End Checklist

Sage 100 Small Business Year End Close Checklist

Review Year End Close Checklist

For more information and support on Small Business Accounting Software visit Accounting Business Solutions by JCS and for services on Sage Software Timeslips visit www.timeslipssupport.com

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Sage 50 Month End Close

How to perform a Sage 50 Month End Close

Steps to complete a Month End Close Procedures and Tips and Tricks

for Sage 50 Small Business Accounting

Month End Close Tips and Tricks

What is a month end close in Sage 50? The 6 basic steps include

  • Entering deposits
  • Recording checks
  • Complete Bank Reconciliation
  • Review financial balances
  • Print reports
  • Change to the new accounting period

The bank reconciliation which is included as a part of the month end close steps confirms all transactions for the monthly period were recorded and is one of the most  critical part of the process.

 

Small Businesses walk thru these steps each month end to make sure financial reports are accurate. The result of completing each month in a timely manner is so that the owners can determine profitability each month during the year. Often this is the basic for future financial decisions. View Sage 50 system Requirements.

Sage 50 Tips and tricks

For Sage 50 users on any version

  • Sage 50 Quantum
  • Sage 50 Premium
  • Sage 50 Pro

5 accounts that need to be reviewed and reconciled monthly are:

  • Cash
  • Accounts Receivable
  • Inventory
  • Accounts Payable
  • Gross Wages

If you are a larger company there may be additional accounts that need to be reviewed for accuracy each month such as fixed assets, prepaid expenses, loan accounts and tax liabilities. If you are distribution or manufacturing company it may include WIP, Finished goods and cost of goods sold. For a month end close checklist follow the links below to request a month end close checklist in excel for your small business.

Sage 50

Month End Close

Month End Close

What You Need to Know

To Develop a Procedure and Checklist?

For Your Small Business

Month End Close Tips and Tricks

What is a month end close? A high level overview of the 4 basic steps include entering all deposits and checks, reconciling financial balances, printing and saving reports and finally moving from the current month to the new accounting period.

Small Businesses walk thru these steps each month end to make sure financial reports are accurate. The result of completing each month in a timely manner is so that the owners can determine profitability each month during the year. The bank reconciliation which is included as a part of the month end close steps confirms all transactions for the monthly period were recorded and is a critical part of the process.

Month End Tips and tricks

Top 5 general ledger accounts to review monthly

  • Cash
  • Accounts Receivable
  • Inventory
  • Accounts Payable
  • Gross Wages

If you are a larger company there may be additional accounts that need to be reviewed for accuracy each month such as fixed assets, prepaid expenses, loan accounts and tax liabilities. If you are distribution or manufacturing company it may include WIP, Finished goods and cost of goods sold. For a month end close checklist follow the links below to request a checklist in excel for your small business.

Request – Small Business Accounting Month-End Close Checklist

Small Business Accounting Quarter End Close Checklist

Small Business Accounting Year End Close Checklist

Give us a call 800.475.1047 for more information and support on Small Business Accounting Software visit Accounting Business Solutions by JCS and for services on Sage Software Timeslips visit www.timeslipssupport.com

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Sage 50 Bill of Material assembly sub-assembly work ticket build

Sage 50 Bill of Material

Sage 50 Bill of Material

I wanted to provide you with the process below which I think will help clarify how Sage 50 assemblies work. Hopefully this will be enough information to test thru the process with me or your team. The reason for my suggesting you walk thru this is to see the effort required to manage multiple level bill of materials.

When using multiple level bill of materials Sage 50 does not have the capacity to help you manage processes like scheduling, timing of demands for inventory items or shop floor routing and scanning capabilities. I bring these points up to confirm whether or not you might need those now or in the future to help your day to day operations become more efficient.

Sage 50 Bill of Material by Sage Software

Sage 50 can do multiple level bill of materials. Most often the challenge is that each sub assembly needs to be completed One at a time Before the final assembly can be completed and invoiced. Sage 50 does not have a back flush feature to allow

You to have clients request a delivery date and then manage the purchase order or build process to calculate the needed start date.

That said Sage 100 will step up to those needs. I can get a demo set up for this application so you can see the difference. The only conflict I am aware of in running Sage 50 and Sage 100 on the same serve is a potential conflict in the versions Of crystal reporting.

Discovery

Once we have a discovery call on Sage 100, I can then pull together pricing. If you wish I can get this on our schedule and we can offer estimates of conversion. We have migrated many clients in similar positions.

Yes, you can have some folks on Sage 50 and Some on Sage 100. A Consideration would be consolidated financials If you are doing that now using Sage 50 consolidated financials. That said Sage Intelligence may be able to provide this with a bit of setup. During the initial discussion we can him his opinion of Sage Intacct which may be Another option.

Let me know how you want to proceed. I am here to help. 800.475.1047

This is the process To set up inventory items

Set up all raw materials as inventory item class “stock”

Example of stock item is PTWheel-6

Set up all sub-assemblies as inventory item class “assembly”

Example of sub-assembly is PTHANDLE-ASM

Set up finished item – as inventory item class ‘assembly”

the components could be raw materials and/or sub-assemblies

Example of finished item is Red Lawn Mower

Item ID Item Description Qty Needed Qty on Hand Est Cost
Red Lawn Mower Red 18″ Reel Mower w/Tracking
. PTHANDLE-ASM 4′ Handle Assembly 1.00
. . PTHANDLE-BENT4 Handle – 4 ft bent 2.00 150.00 13.18
. . PTBOLT-1.5 Hex bolt 1.5″ 4.00 1,280.00 1.32
. . PTNUT- 5/16 Hex nut 5/16″ 8.00 1,180.00 0.56
. . PTBOLT-2 Hex bolt 2″ 4.00 900.00 1.36
. PTWHEEL-6 6″ Wheel 2.00 70.00 12.00
. PTWHEEL-10 10″ Wheel 2.00 70.00 16.00
. PTBLADE-99-9 16″ 5 blade 1.00
. . PTBLADE-16-5 16″ 5 blade 1.00 56.00
. . PTNUT- 5/16 Hex nut 5/16″ 6.00 1,180.00 0.42
. PTBOLT-1.5 Hex bolt 1.5″ 6.00 1,280.00 1.98
. PTNUT- 5/16 Hex nut 5/16″ 6.00 1,180.00 0.42
Red Lawn Mower Total  Cost 103.24

In this example the highlighted items in orange are the sub-assemblies – this is the report found at

Reports – inventory – bill of materials

In the items that are sub-assemblies or final assemblies there is an option on the bill of materials file tab

Which allows you to include or exclude the component items from the customer orders.

Sage 50 Bill of Material – the process to build your finished items

You can build using one of two available methods

  • Option a. Assembly Build
    • Found under tasks – Assemblies
  • Option b. Work Tickets
    • Found under tasks Work Tickets

Either of these you would need to

Step 1. Build the sub-assemblies one at a time using assemblies or work tickets

Step 2. Build the final product

This build of the final product is the step that rolls up all costs

The thing I like about work tickets is you have a printable document

Where you can add some steps to help identify the process and give direction

Then when the build is complete a document that can be provided to the front

Office to complete paperwork and invoicing

Then when you ship/invoice the final product you would have

  • Reports by customer
  • By item
  • Sales
  • Cost of Sales
  • Profitability

The only item needed on the sales order or invoice is the finished item

+ any misc. items you may wish to include

I would recommend

As in any product you not allow the inventory to have quantities on hand

Go into a negative level.

I am here to help give us a call 800.475.1047

Sage 50 Bill of Material assembly sub-assembly work ticket build

Sage 50 training and Sage 100 training for Sage Software available from Accounting Business Solutions by JCS

778 West Algonquin Road

Arlington Heights – Chicago, Illinois

Specialist in Sage Software

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Sage 100 Intelligence Reporting

Sage 100 Intelligence Reporting

What is Sage 100 Intelligence Reporting? It is an advanced reporting tool able to access data from your entire ERP system. The Sage Business Intelligence module empowers you to quickly and easily obtain the information required from any module. You can then use it to help make decisions to drive improved operations. It is easy to organize your data in a relevant and logical manner for advanced reporting across your entire business.

Based on the familiar Microsoft® Excel® application, the Business Intelligence module lets you effortlessly create reports and analyze data. Empower your business with Sage 100 Sage Advanced Reporting.

Complex reporting made easy:

  • Sage Intelligence has a familiar Microsoft Excel interface
  • Easily customizable out of the box financial, sales, purchasing, and inventory report templates and dashboards

Transform your data into actionable information:

  • Powerful multi-dimensional analysis
  • Perform what if scenarios that go beyond just transnational data

Consolidate data from multiple companies and multiple sources

  • Single version of the truth
  • Simplify multi-company reporting

Access Strategically Meaningful Information.

Simply run one of the ten out of the box reports and start slicing and dicing information. If needed, customization and personalization of a template is a simple and straightforward process.

Boost productivity and Save Time and Money

Business Intelligence reduces manual Sage 100 reporting preparation, repetitive data extracts, and complex back-end data joins to provide you with up-to-date, accurate, and presentation-quality reports for informed decision-making.

Sage  Software Sage Intelligence reporting also offers Module-Level Security and Report-Level Security. If you need more powerful reporting other options include Sage near me:

  • Microsoft Sage Power BI
  • Sage Crystal Reports
  • Standard Sage 100 Reporting
  • Sage Dashboard Insights

Accounting Business Solutions by JCS provides support from our Sage Certified Consultants on a multitude of reporting options for Sage 100 Intelligence Reporting for Sage 100 Accounting. Give us a call 800.475.1047 or visit us for more information at www.jcscomputer.com or for Sage Timeslips Support.

Sage 100 Intelligence Reporting

Top 15 Things You Need to Know About Sage 100 ERP Sage Intelligence Reporting

  1. Seamlessly integration into Sage 100 ERP.

Intelligence Reporting is a tightly integrated business intelligence solution for Sage 100, and 500 ERP, offering a streamlined extension to Sage ERP and providing reporting that pulls trusted data on demand directly from the ERP system. Since it’s a module of your Sage ERP package, no new relationships or extensive IT investments are required to implement Intelligence Reporting, which makes for low TCO and rapid deployment without any hurdles. The module installs easily, with a simple click-and-run installation that completes in less than ten minutes. The software is launched from within your Sage ERP solution and leverages the native security functions provided.

  1. On Demand real-time information.

Intelligence Reporting empowers you to run reports at the click of a button, pulling trusted real-time information directly from the ERP database into Microsoft Excel®—in the format of your choice. Intelligence Reporting helps you save time and get more accurate reports by eliminating redundant data entry. Different levels of detail can be displayed within the reports, while the data can be drilled down into for transactional details as required. The data has always been there; however, Intelligence Reporting puts it into an easily digestible format and gets the right information to the right people, when they need it, providing visibility of what has happened even in the last few minutes. A clear understanding of the transactional history in your database, and visibility of trends at a glance, empowers you and your team to make decisions based on timely, relevant, meaningful information, which gives you the means to plan ahead and grow in the face of competition.

  1. Drill down to uncover the underlying transactional details

Intelligence Reporting Dashboard and Financial reports ship with real-time prebuilt drill downs to the source data. Users also have the ability to create and configure custom real-time drill downs to any data they choose. Once set up, easily access the data using the “right-click drill down” feature from within Excel. Each time you drill down, live data is extracted from the database, allowing you to quickly look at the underlying data to certain metrics and take corrective measures.

  1. Completely Microsoft Excel-based

Report creation, organization, drill down, and housekeeping of reports are done from the Intelligence Reporting proprietary interface, which makes administration of reports easy to manage. However, reports are delivered in the familiar Excel interface and can be manipulated, analyzed, and distributed accordingly. Intelligence Reporting seamlessly draws trusted data directly from your company’s database(s) and delivers it automatically into the tool you are already compiling static reports in today, Microsoft Excel, making it easy to adopt. You don’t have to be a programmer to get the data, and you don’t need to be an accountant to interpret the data. Information can be “sliced and diced” extensively using the powerful native functionality of Excel, such as PivotTables, for more insight. This leverages existing Excel skills in your business and lowers your total cost of ownership. Intelligence Reporting allows businesses to continue using Excel as their preferred data sharing application in a controlled, secure environment but eliminates “spreadsheet chaos.” No more cutting and pasting repetitively, no more human error, no more doubt about data accuracy. With Intelligence Reporting decision-makers can spend less time gathering data and more time focusing on strategic analysis and interpretation with up-to-date, accurate, and presentation-quality reports. Intelligence Reporting supports Excel 2003, 2007, 2010 and 2013.

  1. Includes various prepackaged reports to use as starters

An entire library of ready-to-run reports is delivered out of the box to get you up and running immediately and enable you to produce meaningful reports right away. The report templates—which include several iterations of financial income and balance sheet statements, GL trend analysis dashboards, a comprehensive KPI dashboard, customer sales, inventory status, vendor purchases, and operation analysis reports—have been carefully developed and researched to meet a wide range of reporting requirements. If necessary, these reports can be reformatted or built from scratch in Excel to meet your company’s needs and saved in the customized format for repeat use.

  1. Scalable, powerful flexible financial reporting.

Intelligence Reporting is new-generation BI software, designed from the ground up with SMME needs in mind; for example, it specifically addresses serious challenges around financial reporting—which are prevalent worldwide—like departmental reporting, GL segmentation, and project reporting. The Report Designer fast tracks the building of powerful financial reports using an easy-to-use, drag-and-drop interface to allow for flexible financial reporting with multilevel groupings according to your unique business needs.

  1. Optional Report Designer puts control at your fingertips

The Report Designer Add-in (available as a free download on the Sage Customer or Partner portal) provides an alternative method for building advanced financial reports and allows you to take even more control of the design aspects of your reporting layouts. The Add-in provides drag-and-drop Excel financial formulas, which communicate with an In-Memory processing engine for brilliant performance and greatly enhanced flexibility. Creating multiyear and multi-budget financial reports is quick and easy using the simple drag-and-drop options. You can also easily control the way your accounts roll up using ranges and arithmetic, allowing you to present the required level of detail in your reports. With the Report Designer Add-in all financial reports are interactive from the In-Memory Engine, allowing users to interact dynamically with GL data in real time.

  1. Convert previous Sage 100 FRx reports.

FRx reports can be efficiently converted to Intelligence Reporting using the Report Designer Add-in by simply exporting them into Excel and linking them. All existing Excel financial spreadsheets can be converted using this method. A comprehensive conversion guide is available to take you through a step-by-step conversion process.

  1. Reach into every corner of Sage 100 data

Intelligence Reporting takes you beyond financials to provide insight into data from across your entire business, offering you total flexibility. You will be able to combine information from multiple sources, possibly from your ERP, CRM, and payroll databases, or from multiple companies, divisions, and departments into one report. The Connector module offers connectivity into all Sage ERP modules and systems without having to link spreadsheets, understand the underlying database structure, rely on Visual Basic knowledge, or create additional content packs for each additional module outside of the GL. Multicompany reports and consolidations can be created quickly to provide instant visibility into meaningful information from across a business for insightful decision making. You can custom-design almost any report you need, giving you total control over your reporting process. Every customization you make can be saved for future use, sparing you time and effort. Dashboard reports will give you a good idea of the health and well-being of the company by displaying current metrics and key performance indicators (KPIs) in a graphical format so that trends are visible at a glance. The ability to effectively analyze your data with powerful dashboard tools will help you make better, faster, and smarter decisions.

  1. Options for Users to choose from.

Intelligence Reporting is available at different user levels and for multiple databases. You can select licenses and modules individually to build a reporting system that best suits your current and future business requirements. Report Viewer Licenses allow users to run existing reports to get access to real-time information and have some basic filter and change parameter editing capabilities, including drill down. Report Manager Licenses have the capabilities of Report Viewer, plus the ability to customize reports, set up parameters, establish new templates, and schedule and distribute reports. More powerful report building capabilities are available in the Report Designer module, which gives you total flexibility to create as many different customized financial layouts as you wish through an easy-to-use “drag and-drop” interface. For access to unlimited multiple disparate databases and consolidating data from multiple companies, the additional Connector Module is available.

  1. Model your own reporting structure using Reporting Trees

Reporting Trees functionality in Intelligence Reporting allows you to model a reporting structure that best represents your organization and view it in many different ways with just a few clicks. Users can model their business units independently to their chart of accounts and quickly change reporting angles. Adding new departments or regions is easily managed, without having to make changes to your GL, and you can control which financial information is made available for departmental or regional reporting. The Reporting Trees capability built into the software can easily replace any FRx Reporting Tree

  1. Schedule report distribution using automated scheduling.

In order to effectively drive daily business decisions, Intelligence Reporting provides anytime access to business-critical information. Getting the information to the right people is key! The powerful Report Distribution feature allows for fully automated, unattended report distribution, which facilitates improved collaboration among teams, no matter where recipients are located. Features include the ability to create rule-based alerts, insert previews of report data within the body of your rich text email, and select which worksheets you want to send to whom. You have the option to send reports in various formats, such as PDF, HTML, and Microsoft Excel. Distribution methods include email, FTP site, SharePoint, Skydrive, Dropbox, and shared network folders. The distribution rules are created once and can be reused across all reports.

  1. Single Free license(s) is included

All current customers on Sage Business Care have already received Report Manager license(s)* at no charge. This enables you to try the product at zero cost. When stacked up against other products in the market, the purchase of additional licenses and modules provides a very cost-effective solution.

  1. Tried – True and Tested

Sage has chosen to integrate the Intelligence Reporting tool into Sage 100 ERP, Sage 300 ERP, Sage 500 ERP, Sage PFW ERP, Sage ERP X3 (Financial Reporting), Sage 50 Accounting—U.S. Edition and Sage 50—Canadian Edition because of its excellent pedigree in the small to midsized business (SMB) market. With over 25,000 installs worldwide and a renewal rate of 90%, as well as its ability to take customers from simple financial reporting to intelligent reporting and analysis of their entire ERP solution, this is a tool to take SMBs into the future.

  1. Division of Sage.

Intelligence Reporting is part of a whole product offering and is supported by Sage. If your company has a current Sage Business Care plan, you can rest assured that you are backed by top-notch support to help you get the most from your Sage ERP solution. Being a Sage-owned product, Intelligence Reporting is always compatible with the latest software release at launch, and the Sage Business Care team aligns version support to the ERP systems. Use of the module includes access to numerous resources, to support you and give you the skills you need to maximize your investment:

 

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Sage 50 Intelligence Reporting

Sage 50 Intelligence Reporting

Sage 50 Intelligence Reporting provides access into your data and is a powerful reporting tool helping you make data driven decisions helping you plan effective actions. Empower your team to help you drive growth and manage day to day operations.

Sage 50 Intelligence Reporting works seamlessly with Microsoft® Excel® to

  • Minimize repetitive and manual work
  • Allow the creation for in-depth customer, vendor and financial reports
  • Consolidate data from multiple databases, multiple companies/divisions
  • Analyze, view, customize and distribute reports using Microsoft® Excel®
  • Identify trends using customizable dashboards
  • Receive up-to-the-minute detailed transactions, summaries or account groupings
  • Provide staff with trend reports and other purposeful business information

Sage Intelligence Predefined Report Templates

Report Viewer Licenses, Report Manager Licenses, Report Designer Module, Connector Module are a part of the Sage 50 Intelligence Reporting suite. While there are many ways to customize the reporting functionalities of Sage 50 Intelligence it does provide a several predefined report templates.

Dashboard Analysis Template:  this is a 1 page summary of key business information features “Top N” Reporting on expenses, items, and customers.  Profit and Loss are also featured for the current month and year-to-date.

General Ledger Transaction Details Template:  shows the account transaction details, description, amount totals, dates, and reference.  This report allows functionality using Microsoft Excel PivotTable® and additional elements to be involved.

Customer Sales Template:  this report features sales information for customers including costs, gross profits per item and/or per customer and item sales.  PivotTable® allows for additional elements to be manipulated.

Vendor Purchases Template:  filter this report by items or vendors, it lists purchase information including cost and item numbers for any date range chosen.  PivotTable® allows for additional elements to be manipulated.

Inventory Status Template:   this report shows the item and quantities along with location.  PivotTable® allows for additional elements to be manipulated.

Financial Reports:  allows for the review of balances for your General Ledger for any financial period chosen.  Layouts are generated, subtotaled and grouped by financial category.  This report also allows customization using Excel.

Financial Trend Analysis Template:  gives you the information you need to see what comparative trending over a period of time.  This powerful feature allows you to pinpoint analysis of trends to the appropriate source it is driven by.

Financial Report and Consolidated Financial Report Template:  these reports are available immediately and show you comparative balance sheets and income statements for your chosen defined time period.  All reports offered in this template are fully customizable with Excel.

Sage 50 Intelligence Reporting Options:

Sage Intelligence reporting also offers Module-Level Security and Report-Level Security. If you need more powerful reporting other options include:

  • Sage Power BI
  • Sage Crystal Reports
  • Standard Sage 50 Reporting

Sage Software support contact:

Accounting Business Solutions by JCS provides support from our Sage Certified Consultants on a multitude of reporting options. Give us a call 800.475.1047 or visit us for more information at www.jcscomputer.com . For Sage Timeslips Support

Sage 50 Intelligence Reporting

Sage 50 Intelligence Reporting

 

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