QuickBooks Desktop Pro Features
General Ledger (3)
Journal Entries
Based on 945 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source.
Tags / Dimensions
Based on 608 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon.
Audit Trail
Based on 762 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Automates chronological tracking of transactions that have affected a specific operation, procedure, event or record
Accounts Receivable (3)
Invoice Customization
Based on 938 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. The layout of the invoice template is fully customizable and you can add or remove fields.
AR Automation
Based on 728 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions.
Collections Automation
Based on 597 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. The system automates the dunning process to help drive collections
Accounts Payable (3)
AP Automation
Based on 753 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Steamlines data entry by auto populating recurring or predefined vendor values
Payment Processing
Based on 849 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Ability to manage, track and report on numerous payment types. Customize and automate complex purchase to pay work flow.
Purchase Orders
Based on 657 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Software supports purchase orders and provides purchasing personnel, management and accounts payable with visibility needed to streamline the procure to pay process
Other Functionality (8)
Inventory Tracking / Ordering
Based on 452 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders.
Inventory Pricing and Costing
Based on 473 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit.
Inventory Reporting
Based on 460 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Customizable reporting allows insight into usage of inventory and services.
Multi-Entity / Consolidation
Based on 578 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Multi-ledger and multi-tenant architecture. Automated consolidations, inter-entity transactions and eliminations
Recognition Rules
Based on 578 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Automates recognition of revenue and expenses by defining recognition rules.
Reconciliations
Based on 908 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations.
Payroll
Based on 647 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Payroll module or integration to an external payroll provider which automates the recording of payroll
Time and Expense
Automated time and expense capture, tracking, approval, reimbursement and reporting This feature was mentioned in 646 QuickBooks Desktop Pro reviews.
Reporting & Analytics (4)
Financial Statements
Based on 997 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. General reporting offered covers all of the standard financial statements and meets the basic needs of the business
Custom Reporting
Based on 968 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer
Budgeting / Forecasting
Based on 738 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios.
Dashboards
Based on 872 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance
Platform (9)
Customization
Based on 822 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Allows administrators to customize to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.
User, Role, and Access Management
Based on 883 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Grants access to select data, features, objects, etc. based on the users, user role, groups, etc.
Internationalization
Based on 529 QuickBooks Desktop Pro reviews. Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Based on 951 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Output Document Generation
Based on 861 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application.
Reporting and Dashboards
Based on 444 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards.
User, Role, and Access Management
Based on 436 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Performance and Reliability
Based on 463 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Scalability
Based on 409 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Allows administrator to easily add employees and grow payroll process as their company grows.
Integration (8)
Data Import and Export Tools
Based on 834 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Ability to input, modify and extract data from the application in bulk through a structured file.
API / Integration
Based on 254 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Time Tracking Integration
Based on 88 QuickBooks Desktop Pro reviews. Enables administrator to import hours from time tracking systems.
Accounting Integration
Based on 292 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Provides standard integration with third party accounting software.
Core HR Integration
Provides standard integration with third party core HR software. 71 reviewers of QuickBooks Desktop Pro have provided feedback on this feature.
Accounting
Provide integration with accounting and financial management software This feature was mentioned in 89 QuickBooks Desktop Pro reviews.
Payments
Integrates with other payments software 85 reviewers of QuickBooks Desktop Pro have provided feedback on this feature.
ERP
Deliver integrations with accounting modules of ERP systems 61 reviewers of QuickBooks Desktop Pro have provided feedback on this feature.
Employee Self Service (3)
Web Portal
Based on 229 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Allows employees to access current and past pay stubs, W-2 forms, and additional salary information.
Benefits Manager
Based on 192 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Allows employees to answer or update questions pertaining to benefits and receive information about benefit providers.
Mobile
Based on 169 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Allows employees to view pay stub and W-2 information via a smartphone app or mobile optimized website.
Administration (9)
Payroll Entry
Based on 461 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Allows administrator to enter payroll for all employees based on salary or total hours worked.
Time Off Accrual
Based on 332 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Calculation and tracking of sick and vacation days.
Direct Deposit
Based on 330 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Automatically deposits paychecks into employees' bank accounts.
Expense Reimbursement
Based on 352 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Allows administrator to reimburse employees for business-related purchases.
Pre-tax Deductions
Based on 385 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Automatically deducts wages for health care, 401(k) plans, etc. from paychecks.
Wage Garnishment
Based on 309 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Allows administrator to set up for wage garnishments to be deducted automatically from employers' paychecks.
Approvals
Based on 275 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Administrator can submit payroll approval request and the approver can approve, deny, or re-assign it to the appropriate approver.
Check/W-2 Printing
Based on 414 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Allows administrators to print valid paychecks and W-2 forms.
Check/W-2 Delivery
Based on 343 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Sends printed checks to administrator to distribute to employees.
Taxes (3)
Tax Calculation
Based on 429 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Calculates taxes due and may include resources or tools for federal and state tax compliance.
Tax Filing
Based on 113 QuickBooks Desktop Pro reviews. Files payroll tax forms automatically for federal, state, and local taxes.
Automatic Tax Payment
Based on 334 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Allows payroll vendor, via power of attorney, to make electronic payments of withheld taxes to government.
Cash Flow (3)
Track Cash Flow
Based on 123 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Check cash on hand at the beginning of each month and view each day’s incoming and outgoing funds.
Income and Expenses
Based on 139 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Add one-time or recurring cash flow items and add line items for each payment or deposit.
File Exports
Based on 130 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.
Budgeting & Forecasting (4)
Budgeting / Forecasting
Based on 738 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Create and revise an unlimited number of budget, plan and forecast scenarios.
Data Import
Based on 114 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Import trial balance, monthly P&L, balance sheets, and other types of financial data
Versioning
Based on 89 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Keeps track of all versions of a budget and allows users to compare versions
Historical Data
Based on 114 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Forecasting is based on past transactions and historical financial or operational data
Revenue (3)
Revenue Types
Based on 121 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Supports multiple types of revenues, such as recurring and transaction based
Revenue Allocation
Based on 104 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Allows users to allocate revenues to various business entities or departments
Scheduling
Based on 90 QuickBooks Desktop Pro reviews. Automatic scheduling to ensure that revenue is recognized at the proper time
Payroll (4)
Direct Deposit
Based on 95 QuickBooks Desktop Pro reviews. Automatically deposits paychecks into employees' bank accounts.
Check/W-2 Printing
Allows administrators to print valid paychecks and W-2 forms. This feature was mentioned in 107 QuickBooks Desktop Pro reviews.
Tax Calculation
Based on 106 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Calculates taxes due and may include resources or tools for federal and state tax compliance.
Reporting and Dashboards
Based on 120 QuickBooks Desktop Pro reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards to track payroll costs and for compliance purposes.
Bill Generation (3)
Templates
As reported in 83 QuickBooks Desktop Pro reviews. Provide standard invoice templates that can be customized by users
Digital Billing
Ability to convert invoices to digital formats such as PDF 74 reviewers of QuickBooks Desktop Pro have provided feedback on this feature.
Recurring Billing
Automatically generates invoices at pre-defined time intervals This feature was mentioned in 70 QuickBooks Desktop Pro reviews.
Bill Processing (3)
Consolidation
As reported in 70 QuickBooks Desktop Pro reviews. Allow users to consolidate multiple invoices into one
Batch Invoicing
Ability to create multiple types of invoices This feature was mentioned in 74 QuickBooks Desktop Pro reviews.
Management
As reported in 80 QuickBooks Desktop Pro reviews. Manage invoicing for different types of products or services
AI (10)
Data Extraction
Based on 15 QuickBooks Desktop Pro reviews. Uses AI to automatically input data from receipts, invoices, and other documents
Invoice Processing
Uses AI to generates, send, and track invoices 15 reviewers of QuickBooks Desktop Pro have provided feedback on this feature.
Expense Management
Uses AI to categorize expenses, detect anomalies, and provide insights on spending patterns This feature was mentioned in 15 QuickBooks Desktop Pro reviews.
Fraud Detection
Uses AI to detect unusual patterns and flag potential fraudulent activities in real-time This feature was mentioned in 15 QuickBooks Desktop Pro reviews.
Tax Compliance
Uses AI to assist in calculating taxes, ensuring compliance with changing tax regulations, and automate the preparation of tax returns This feature was mentioned in 15 QuickBooks Desktop Pro reviews.
Support Chatbots
Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports This feature was mentioned in 15 QuickBooks Desktop Pro reviews.
Bank Reconciliations
Based on 15 QuickBooks Desktop Pro reviews. Uses AI to match transactions recorded in the accounting system with those in bank statements
Report Generation
Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business This feature was mentioned in 15 QuickBooks Desktop Pro reviews.
Customizable Alerts
Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances 15 reviewers of QuickBooks Desktop Pro have provided feedback on this feature.
Predictive Analytics
As reported in 15 QuickBooks Desktop Pro reviews. Uses AI to analyze data to identify trends and make predictions
Mobile Applications - Accounting (6)
Cloud Integration
Enables synchronization of accounting data across devices in real-time 10 reviewers of QuickBooks Desktop Pro have provided feedback on this feature.
Notifications
Based on 10 QuickBooks Desktop Pro reviews. Send push notifications for important updates, such as due dates, invoice statuses, or tax deadlines
UI
As reported in 10 QuickBooks Desktop Pro reviews. Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables
Offline
As reported in 10 QuickBooks Desktop Pro reviews. Allows users to view and update certain data without an internet connection
Expense Tracking
As reported in 10 QuickBooks Desktop Pro reviews. Allows users to capture and upload expense receipts directly from mobile devices
Invoice Management
Based on 10 QuickBooks Desktop Pro reviews. Enables creation, editing, and sending of invoices
Agentic AI - Accounting (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Billing (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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Technology Glossary Features
View definitions of the features and discover new technology terms.
Inventory reporting plays a valuable role in the inventory control process. Learn more about inventory reporting, how it can benefit inventory management, and how to write reports to support a business structure.
Wage garnishment can take its toll not only on employees but also on employers. Learn more about wage garnishment, how it can impact a business, and what to do if an employee receives a garnishment of their wages.




