This QuickBooks software questionnaire will help you determine which Reckon product you need to purchase for your needs. If you already have Reckon software, this questionnaire will help you determine whether it is suitable for your needs or whether you need to upgrade.

Software Analysis Table

The Software Analysis Table is made up of 13 questions. The response you give to each question will determine the correct software for you. Once you have selected your software, click on the appropriate link to learn more about your chosen product.

1. Do you have a reliable internet connection (min 90% availability) AND are comfortable using the internet to purchase items, do your banking etc?

• Yes
  
  QuickBooks Online is required.
  
  

• No
  
  Go to Question 2

2. Do you require multi-site and multi-company reporting?

• Yes
  
  QuickBooks Enterprise is required.
  
  

• No
  
  Go to Question 3

3. Do you require more than five users to access the data file simultaneously?

• Yes
  
  QuickBooks Enterprise is required.
  
  

• No
  
  Go to Question 4

4. Do you require the ability to create forecasts?

• Yes
  
  Quickbooks Premier is required.
  
  Forecasting allows you to make predictions about future revenue and cash flow, as well as creating what if scenarios to help you to make better decisions for your business.
  
  

• No
  
  Go to Question 5

5. Do you require up to five licenses of the software

• Yes
  
  Quickbooks Premier is required.
  
  

• No
  
  Go to Question 6

6. Do you sell the same goods or services for different prices to different customers?

• Yes
  
  Quickbooks Premier is required.
  
  If the goods or services are only ever marked up or down by a percentage for a specific customer, then Quickbooks Pro would be sufficient - see Question 6
  
  

• No
  
  Go to Question 7

7. Do you require any of the following?

• Job costing including estimates?
• Progress invoicing
• The ability to link purchase orders to specific customers?
• Microsoft Office integration

• Yes
  
  Quickbooks Pro is required.
  
  

• No
  
  Go to Question 8

8. Do you require any of the following?

• Inventory control?
• Integrated payroll?
• Budgets?
• Depreciation?
• Schedules?
• Class tracking?

• Yes
  
  Quickbooks Plus is required.
  
  

• No
  
  Go to Question 9

9. Do you require a computerised point of sale system?

• Yes
  
  A minimum of Quickbooks Plus is required. Please refer to the Retail Point of Sale product.
  
  

• No
  
  Go to Question 10

10. Do you require any of the following?

• Integrated BAS?
• Online BAS Lodgement?
• Accrual-based Accounting?

• Yes
  
  QuickBooks Accounting is required.
  
  Note - A company file opened in any higher level of the product (i.e opening QuickBooks Accounting In Quickbooks Plus or above) would not be able to be accessed again in Accounting.
  
  

• No
  
  Go to Question 11

11. Do you require any of the following?

• Cash-based accounting?
• GST tracking without producing a BAS from the software?

• Yes
  
  QuickBooks Easy Start is required.
  
  

• No
  
  QuickBooks is not required - however, here may be a suitable product in the Quicken Personal range. Go to Question 11

12. Do you have a small sole trader business and wish to track shares, GST and personal expenses in the same accounting software?

• Yes
  
  Quicken Home & Business is required
  
  

• No
  
  Go to Question 13

13. Do you wish to track shares and personal expenses but not GST?

• Yes
  
  Quicken Personal Plus is required
  
  

• No
  
  Go to Question 14

14. Do you just need an accounting package to track personal finances?

• Yes
  
  Quicken Personal is required
  
  

• No
  
  You may not require accounting software. Please contact us if you are still unsure.