© 2006 Intuit Inc. All rights reserved. No part of this publication may be reproduced in any form without permission.

Reviewer’s Guide

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Introduction.......................................................................................................................................................... 4

Product.Overview................................................................................................................................................. 6

KeyFeatures.................................................................................................................................................. 6

Product.Tour......................................................................................................................................................... 8

ProductSetup................................................................................................................................................ 8

SystemConfiguration.............................................................................................................................. 8

SimpletogetStarted..................................................................................................................................... 9

SimpleSetupInterview................................................................................................................................... 9

HomePage........................................................................................................................................... 12

Product.Workflow............................................................................................................................................... 14

ManagingCustomers&TrackingMoneyComingIn..................................................................................... 14

CreatinganEstimate............................................................................................................................. 15

SendingInvoices................................................................................................................................... 16

Improved!MoreProfessionalandCustomizableForms................................................................... 18

GettingPaid.......................................................................................................................................... 20

New!SearchwithGoogle™Desktop............................................................................................................. 21

ManagingVendors&TrackingMoneyGoingOut.......................................................................................... 22

WritingChecks...................................................................................................................................... 23

RecordingExpenses.............................................................................................................................. 24

CreatingReports.......................................................................................................................................... 26

Profit&Loss.......................................................................................................................................... 26

InvoicesThatHaven’tBeenPaid........................................................................................................... 27

FindingCustomers....................................................................................................................................... 28

New!ListaBusinessonGoogleMaps™.................................................................................................. 28

New!AdvertiseonGoogleAdWords™.................................................................................................... 28

GettingOrganized........................................................................................................................................ 30

PreparingforTaxTime........................................................................................................................... 30

WorkingWithanAccountant................................................................................................................. 31

Summary............................................................................................................................................................ 32

Pricing................................................................................................................................................................ 32

Distribution......................................................................................................................................................... 32

Media.Contacts.................................................................................................................................................. 33

Thank.You........................................................................................................................................................... 33

Table of Contents

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Purpose of Reviewer’s Guide

Thisreviewer’sguidewillclearlyexplainthefinancialbarrierssmallbusinessesfaceandhowQuickBooks®:Simple

Start™Edition2007overcomesthesebarriers.Tohelpyouwithyourreview,theguidewillwalkyourthroughthe

keyproductfeaturesandworkflows.

There are 26 million small businesses in the United States today with over 10 million starting every year. Until

the introductionofQuickBooks:SimpleStartEdition inSeptember2004, therehadbeenanentire segmentof

smallbusinesseswhosesimplebookkeepingneedshadnotbeenaddressedbytraditionalfinancialsoftware.This

segmentconsistsoftwotypesofbusinesses:

1. Newbusinesses–lessthantwoyearsold–whoseownersareworking

hardtomakemoneyandstayaheadoftheirexpenses.

2. Establishedbusinesses–morethantwoyearsold–whoseownersare

stillgettingbywithfilefolders,ledgersandspreadsheetstomanage

relativelysimplebusinessfinances.

Intuit Learns From Small Business Owners

Intuit’s “Follow Me Home” program sends employees to visit these types of

businessownerstounderstandtheirbookkeepingneeds.AmongthemisLizz

Sisson.Hercompany,AtomicMama,specializesinoffbeatkids’clothingand

accessories.

Likeother“mom-preneurs,”Lizzturnedherhobbyintoabusiness.Shewanted

theflexibilitytostayathomewithherkidswhiledoingsomethingcreativeand

bringing in an income.Thebusinessgrewquickly,mainly onword-of-mouth

recommendations. Like many very small business owners, Lizz struggled to

keepherpaperworkinorder.

Theownersofmostsmallbusinessesknowthatit’simportanttotrackbusinesssalesandexpenses.Buttheymay

beintimidatedbyallthefeaturesorpriceofotherfinancialsoftwaresuchasQuickBooksProorPremier.Whilethese

QuickBooksproductsaretherighttoolsformanybusinesses,theysimplyhavetoomanyfeaturesforthisspecific

marketsegment,whichhasrelativelysimplefinancialmanagementneeds.

Need Practical, Right-sized Solution

Thesesmallbusinessowners, likeLizz,needasimple,practical, right-sizedsolution that requirespracticallyno

timeorefforttogetstarted.Tomeetthisneed, IntuitdevelopedQuickBooksSimpleStart.Nowin itsthirdyear,

Introduction

“My old record keeping was literally a three-ring binder. I was too busy to learn Excel, and slightly afraid of it.”

Lizz Sisson Atomic Mama,

Berwyn, Ill.

A company that specializes in offbeat kids’ clothing and accessories.

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QuickBooks Simple Start has over 200,000 customers and is outselling all

competingfinancialandbusinessproductivitysoftwareinretailstores(according

toNPDsalesdatafrom2006).

For the last couple of years, Intuit has worked to understand why so many

businessescontinuetodefergoodfinancialmanagementpractices,optingto

managetheirfinanceswithfilefoldersfullofreceipts,orspreadsheetsandWord

documents.

Manysmallbusinessesowners,suchasLizzofAtomicMama,usethis“chewing

gumandbalingwire”approachtocreateestimates,invoices,andtrackofexpenses.Whilemanybusinessowners

maybelievethatit’sa“goodenough”solution,theyaresecretlyworriedthattheyarenotgettingtheorganization,

accuracyandinsighttheyneedwhenitcomestotheirfinances.

ButasLizzdiscovered,it’shardtorunaneffectiveandefficientbusinessoutofafilefolder!Shedidn’treallyknow

howmuchmoneyshewasmaking,orhowmuchintaxessheoweduntilheraccountanttoldher.Atbest,thisfile

foldermethodwaslittlemorethanamakeshiftattempttokeeporganized–andledtostressattaxtime.

Andthereinliesthediscovery:Thesesupersimplebusinesseshaveveryimportant,yetverypracticalandsimple

needs.Theyneed:

g. Drop-dead.simplicity.Ifit’snotassimpleastossingareceiptinafolder,

theywon’tuseit.g. Essential.features.only:Trackmoneycominginandmoneygoingout.g. Organization.Stayorganized,especiallyfortaxtime.

That’sit.Anythingmorethanthat,theydon’tneedorwant.

Introduction

Before using Simple Start, Lizz used to price an order on scratch paper, add up the totals on a calculator, and then create a document in Photoshop. She printed two copies, one to mail her customer and one to file for her records. This process usually took 30-45 minutes.

“Before I started using Simple Start, my finances were in a state of chaos. Money was all over the place and I kept track of it using receipt books and paper – just like in the 1960’s! When I started using Simple Start it spelled everything out and I easily pulled myself out of this mess.”

Joy Richard, Engineered Solutions,

Attleboro, Mass.

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Key Features

The Simplest Way to Track Sales and Expensesg Invoice.clients,.pay.bills,.record.expenses–from.one.screen.Theintuitivehomepageissetuptheway

businessownersthinkabouttheirbusinesses–“moneycomingin”and“moneygoingout.”Itletsthemsee

andaccessthebasicactivitiesassociatedwithmanagingcashflowfromonesimplescreen.g Simply.manage.basic.tasks..Keyfunctionslikeprintingchecks,trackingcustomerpaymentsandcreating

professional-lookingestimates,salesreceiptsandinvoicesarefastandsimple,withfamiliarformsthatguide

usersthroughdataentry.g More.accurate.and.efficient.than.paper.and.pencil,.spreadsheets,.and.word-processing.programs.

Informationisautomaticallyfiled,simplybycompletingeverydaytasks,suchaswritingchecksorpayingbills.

Unpaidinvoicesandout-of-pocketexpensesneverslipthroughthecracks.QuickBooksdoesthemath,so

calculationsarealwaysaccurateandup-to-date.g Improved!.Create.professional-looking.forms.Businessownerscanprojectapolished,professional

imagebycustomizingimportantbusinessformssuchasinvoices,salesreceipts,andestimates.It’seasyto

changetheoveralllayoutincludingthelocationofthecustomer’sname,companyinformationandlogo,as

wellasadjustthefontsizeandcolorscheme.AnewPrintPreviewpanemakesiteasiertodesignformsby

immediatelyshowingthechangesastheyaremade.g New!.Search.with.Google.DesktopBusinessownerscanquicklyfindcustomer,vendororfinancial

informationinQuickBooksorontheircomputer.Oncetheytypeinawordorphrase,GoogleDesktopwill

quicklygetacompletelistoffilesthatmatchtheirsearch,includingcustomerorinvoiceinformation.

With one Click, see Where the Business Standsg One-click.reports.Injustoneclick,SimpleStartcreatessummaryreportsonprofitandloss,sales,expenses,

unpaidinvoicesandmore.Asaresult,smallbusinessownerscanseetheirtruebottomlineandstayontop

ofwhoowesthemmoney.g Critical.information.all.in.one.place.Businessownerscaninstantlylocatevitalbusinessorcustomer

informationwithoutsearchingthroughpapersorspreadsheets.g Organized.information.for.tax.time.Keepscompleteandaccuraterecordsfortaxpurposes,eliminatingthe

needtospendhoursordayscollectingandorganizingexpensereceiptsandrecordsattaxtime.

Simple to get Started and Useg Up.and.running.in.less.than.15.minutes.QuickBooks:SimpleStartEditioncanbeinstalledinthreesimple

steps,lettingusersbegincreatingprofessional-lookinginvoicesandtrackingtax-relatedexpenseswithin15

minutes.Thepackageincludestwo-minutetutorialsofessentialtasks.

Product Overview

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g Free.30.days.QuickBooks:.Simple.Start.Edition.Support.QuickBooksSimpleStartisdesignedtobesetup

easilyandwithoutassistance.Forthosewhoneedhelp,freeQuickBooksprofessionalsupportisincludedfor

thefirst30daysafterregistration.g Guaranteed.easy.—.or.your.money.back.SimpleStartcomeswitha60-dayfullmoney-backsatisfaction

guarantee.Itcanbereturnedforafullrefundwithadatedreceiptwithin60daysofpurchase.

Room to Growg Part.of.the.QuickBooks.family.Asabusinessgrows,QuickBooksmakesiteasytoupgradewithafulllineof

No.1-ratedsmallbusinessfinancialmanagementsoftware.AllQuickBooksproductsusethesameplatform,

sobusinessownerscaneasilymovetodifferentversionsofQuickBookswithoutthehassleofdatamigration,

changestobusinessworkflowsornewproducttraining.g Compatible.with.other.Intuit.products.and.services.CustomerscanuseQuickBooksSimpleStartwith

TurboTaxsoftware(desktopversionsonly)andQuickBooksCustomerManager,aswellastheQuickBooks

MerchantServiceandQuickBookschecks,formsandsupplies.

Finding Customersg New!List.a.business.on.Google.Maps.BusinessownerscannoweasilylisttheirbusinessonGoogleMaps

forfree.1toreachpotentiallocalcustomerseveniftheydon’thaveabusinesswebsite.g New!Advertise.a.business.with.Google.AdWords.UserscanadvertisetheirbusinesswithGoogle

AdWords®.Byselectingsearchtermsthatrelatetotheirbusinessandcreatinganadvertisingmessage,

businessownerscantargetprospectivecustomerswhoaresearchingonlinefortheirparticularservicesor

products.It’seasytogetstartedwith$50inGoogleAdWordscredits.2

Internet-based Version Available g Manage.a.business.from.anywhere..QuickBooks:SimpleStartOnlineEditionisWeb-basedandallowsusers

toworkanywhereatanytime,viatheInternet.Multipleuserscanaccessthesamedataremotelyusinga

login.Informationisstoredonaremoteserver,andbackedupautomaticallyonadailybasis,

sothatcustomersknowtheirinformationisalwayssafe.Ongoingsupportisincludedatnoadditionalcharge.g Select.Desktop.or.Online.Edition.at.startup.CustomerswhopurchasetheSimpleStartCDaregiventhe

choiceofDesktopEditionorafull-year’ssubscriptiontoOnlineEditionatstartup.TheOnlineEditionpriceis

$9.95permonthafterthefirstyear.

� Google Terms and Conditions apply, subject to change 2 Terms and conditions of the offer: Valid only for new Google AdWords customers with self-managed sign up. Advertisers will be charged an activation fee (currently $5). Advertisers will be charged for advertising that exceeds the promotional credit. Advertisers will need to suspend their ads if they do not wish to receive additional charges beyond the promotional credit amount. Subject to ad approval, valid registration and acceptance of the Google AdWords Program standard terms and conditions. The promotional credit is non-transferable and may not be sold or bartered. Offer may be changed or revoked at any time for any reason by Google Inc. One promotional credit per customer. The advertising credit is only available for accounts created through the designated URL provided as part of this promotion, in accordance with the terms of this promotion. Advertised amount valid only for U.S. advertisers whose credit card (or other valid billing instrument) billing address is in the United States. Offer expires September 30, 2009.

Product Overview

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Product Setup

Recommended System Configuration g Atleast1GHzIntelPentiumIII(orequivalent)with256MBofRAM.

Minimum System Requirements g 500MHzIntelPentiumII(orequivalent)with128MBofRAM.g Windows2000/XPandVista(onceavailable).g 800MBofdiskspaceforQuickBooksinstallation.g InternetExplorer6.0required(6.0providedonCD.Requiresanadditional70MB).g Microsoft.NETFrameworkCLR1.1(ProvidedonCD.Requiresanadditional150MB).g Atleast256colorSVGAvideo.g Optimizedfor1024x768.Support800x600withsmallfonts.g Allonlinefeatures/servicesrequireInternetaccesswithatleasta56Kbpsmodem.g CompatiblewithQuickBooksCustomerManagerversion2.0andClientManagerversion2.0.

Upgrade Informationg SimpleStartEdition2007isforfirst-timeQuickBooksusersorupgradersfrompriorversionsofSimpleStart.

SimpleStartcannotimportdatafrompriorversionsofQuickBooks:Basic,ProorPremierEditions.

File Compatibilityg DatafromSimpleStartEdition2007canbetransferredtoQuickBooks:OnlineEditionandcanbeviewedand

editedinQuickBooks:ProEditionandallPremierEditions.

Product Tour

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Simple to get Started

Simple Setup Interview

SimpleStartiseasytostartusing.Itdoesn’thaveathickuser’smanual.Infact

allthatcomesintheboxisthis:aGettingStartedcard.

Toappreciatehowextraordinary this is, compare it to theearlier versionsof

QuickBooksPro,whichhadaninterviewwith125screensormore.Asaresult,

somebusinessownerswereoverwhelmedevenbeforetheystarted.Following

SimpleStart’slead,theQuickBooksproductlinenowoffersamuchsimplerand

quickerinterviewprocess.

Three Basic Steps

Forabusinessownertogetset-upandrunningtakesabout15minutes.There

arethreebasicsteps.

1. Providethecompanynameandinformation.

2. Selecthowthecompanyisorganized.

3. Choosehowtobillcustomers.

Product Tour

“I’ve tried other products that are supposed to be easy to get up and running. After struggling to learn them, I bought Simple Start. It’s exactly what I need. It took me only 15 minutes to get started, and tells me how much money I have, how much is coming in, and how much is going out. Everything is right there.”

Leslie Anderson, Blue Oval Ranch,

Salem, Ore.

A company that sells classic cars online.

“If I can’t install the software and instinctually know what needs to go where, then I don’t have the time to learn it and I won’t try. QuickBooks Simple Start walked me through ‘1,2,3’ and I was on my way.”

Lizz Sisson, Atomic Mama

10

Complete the Simple Setup Interview

Afterinstallingthesoftware,launchSimpleStart.You’llimmediatelybeaskedtocompleteaquickstartupinterview.

Imaginethatyouownagraphicdesignfirm.

Step.1:. Enterthecompany’snameandaddress,orskipthispartcompletelyandjustenterthebusinessname.

The simple Setup Interview gets users up and running in 15 minutes – less time than it takes to order a pizza.

Select how the company is organized. If a business owner doesn’t know, there is help along the way.

Step.2: Indicatehowthebusinessisorganized.ChooseSole Proprietorship;thisdescribesmostbusinessesthat

useSimpleStart.ThiswillhelpSimpleStartsetuptherighttaxsupport.

Product Tour

11

Choose from a variety of options on how to bill customers.

Step.3:Next,indicatehowyourcompanybillsitscustomers.ChooseBoth;mostcompaniesaresetuptoreceive

paymentatthetimeofasaleandtobilllater.

Step.4:ChooseYestocreateestimatesandNotochargesalestaxwhenyoumakeasale.

Step.5:ClickNextandletSimpleStartsaveyourcompanyinformation.

That’sit,you’redone.You’rereadytouseSimpleStart.

If it’s toohard togetstarted,businessownerswillstickwith theirfile foldersandspreadsheets.And that’swhy

SimpleStartisdesignedtomakeitverysimpletogetstarted,learnanduse.

Open Sample Company File

Forourpurposes,let’sopenasamplecompanyfilewhichalreadyhasdata.GotoFileandselectOpen Company

File.Choosesample_company_file.qbwwhichwillopensampledatafromMark’sAtomicGraphicDesigns.

Product Tour

12

Home Page

OnceyouopenthedataforMark’sAtomicGraphicDesigns,you’llimmediatelyseethehomepage.Itisthestarting

point for all essential businessactivities – creatingestimates, invoices, andsales receipts, aswell as recording

customerpaymentsandwritingchecksforbusinessexpenses,andmore.

FollowthearrowstoseehoweachactivityisinterconnectedintheSimpleStartworkflow.

The Simple Start home page is the starting point for all business activities.

1. Home.Page.Thestartingpointforallessentialbusinessactivities–invoicing,creatingsalesreceipts,

recordingcustomerpayments,writingchecksforbusinessexpenses,andmore.Placeyourmousepointer

overaniconthenclicktheactivity.Followthearrowstomovefromoneactivitytothenext.

2.. Money.In.Basicactivitiesrelatedtomoneycomingintoabusiness.Theseactivitiesarethesameonesthat

youseeunderMoneyInonthehomepage.

3.. Your.Business.Enterorviewinformationaboutcustomers,vendors,andbankaccounts.ClickProfit&Loss

toseewhereabusinessstands.

4.. Money.Out.Basicactivitiesrelatedtomoneygoingoutofabusiness.Theseactivitiesarethesameonesthat

youseeunderMoneyOutonthehomepage.

Product Tour

1

2

3

4

5

6 7 8

910

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5.. Related.Activities.Thesetopicsarerelevanttoyourcurrentactivity.Whenyouchangetoadifferentactivity,

thetopicsherechangeaccordingly.

6.. Related.Help.Thesetopicsarerelevanttoyourcurrentactivity.Whenyouchangetoadifferentactivity,the

Helptopicschangeaccordingly.Ifyoudon’tseethetopicyouneed,typeaquestionintothesearchfieldand

clickAsk.YoucanalsousetheHelpIndex,locatedontheHelpmenu,orpressF1fromanywindow.

7.. Get.Started.Now.Clicktheselinkstogetguidance.TheinteractivetutorialsshowhowtouseSimpleStart.

8.. Growing.Your.Business.Clickontheselinksforadd-onservicesortoupgradetoadifferentQuickBooks

productwhenyourbusinessoutgrowsSimpleStart.Youcanalsofindtoolstohelpgrowandadvertiseyour

business.

9.. Menu.Bar.Ifyoudon’tseewhatyouwanttodoonthehomepageorintheactivitieslistedontheleftsideof

theSimpleStartwindow,youcanfinditononeofthesemenus.

10.. Toolbar.ClickBack and Forwardtomovebetweenforms.ClickHometoreturntothishomepageview.Click

Searchtolookforaspecificinvoice,salesreceipt,orcustomerpayment.

Product Tour

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Product Workflow

Managing Customers and Tracking Money Coming In

Let’sseehowbusinessownerscaneasilymanagetheircustomers.

Step.1:ClickontheCustomerssectionunderYour Businessonthehomepage.

From here you can either add a new customer or see a list of existing customers. Let’s pull up an existing

customer.

Step.2:ClickList.

Step.3:DoubleclickonAndres, Cristina.

YoucanseeallCristina’scontactandpaymentinformationaswellashercurrentbalanceof$0.00.

See all of Cristina’s contact and payment info including her current balance.

Step.4:ClickCancelandselect onthetoolbartoreturntothehomepage.

Product Workflow

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Creating an Estimate

SaythatCristinahasaskedyoutodesignagraphicforherweddinginvitation.Aftertalkingwithher,youestimate

thatitwilltaketwohourstocomplete.Yourrateis$45anhour.Let’screateanestimateforthisjob.

Step.1:ClickonEstimatesintheMoney InsectionofthehomepageandselectNew.

Step.2:ForCustomer,selectAndres, Cristina.

Step.3:UnderItem,selectGraphic Design.

Asyoucansee,SimpleStartautomaticallyfillsinyourhourlyrate.

Step.4:.ChangetheQtyto2sothattheTotalisnow$90.00.

That’sit.Youcannowprintorsendtheestimatebye-mail.

Step.5:.ClickSave & Close.

Product Workflow

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Sending Invoices

Creatinganinvoiceisassimpleasusingwordprocesssoftware.Butnow,thatinvoiceispartofasimpleandvery

reliablesystemthatenablesbusinessownerstomoreconfidentlymanagemoneycominginandmoneygoingout.

Let’ssaythatyou’vecreatedthegraphicforCristina’sweddinginvitationandarenowreadytosendheraninvoice.

Asyouestimated,ittookyoutwohourstocreatethedesign.

Step.1:.ClickonInvoicesonthehomepageandchooseNew.

Step.2:.SelectAndres, CristinaintheCustomerfield.

SimpleStartautomaticallycrossreferencestheestimatethatyoucreatedfor$90.00sothatyoucanuseittoeasily

createtheinvoice.

Step.3:.Choosetheestimatefor$90.00andclickOKontheAvailable Estimatesscreen.

.

Product Workflow

1�

.

.Creating an invoice is fast and simple. Simple Start automatically cross references any estimates that were already created.

Your.invoice.is.complete..

Step.4:Topreviewit,choosePrintintheupperleft-handcornerandchoosePreview.

..

Youcannowprintorsenditbye-mail.Butbecauseyouownadesigncompany,youwanttofurthercustomizethis

invoicesothatitlooksmorestylish.

Step.5:ClickClose.

Product Workflow

1�

Improved! More Professional and Customizable Forms

Basedoncustomerfeedback,thislatestversionofSimpleStartoffersenhancedoptionsforcustomization.Simple

Startmakesitpossibletocustomizeimportantbusinessformssuchasinvoices,creditmemos,salesreceipts,and

estimatessothatbusinessownerscanprojectapolished,professionalimagetotheirclients.It includesarange

of templates to choose from. For example, users can choose where to show the customer’s name, company

informationandlogo,aswellasadjustthefontsize,colorscheme,andlayout.Anewprintpreviewpaneletsusers

immediatelyseethechangestheymaketoaformwithoutneedingtotoggleinandoutofPrintPreview.

Let’saddsomedesignelementstotheaboveinvoiceforMark’sAtomicGraphic

Designs.

Step.1:.Gototheupperright-handcornerandchangethetemplatestyleto

Product Invoice RoundedorProduct Invoice Modern.

Step. 2:. See instantly what the template design looks like by choosing Print Preview right above the template

options.

Step.3:.SelectClosewhenyou’redonepreviewing.

Step.4:Tofurthercustomizetheform,clickontheCustomizebuttonintheupperleft-handcorner.

Step.5:ClickonUse LogoandselectthefileMAGDlogo.bmp..NextchangetheColor SchemetoMaroon.

Step.6:.YoucanthenchangetheCompany&TransactionInformationifyoulike.Noticethatasyoucustomizethe

form,youcaninstantlyseethechangesinthenewPrint Previewscreenontheright..

Product Workflow

“It’s important to me that every piece of paper that leaves my office looks really good. Simple Start lets me pick from different layouts and decide exactly what information the customer sees on the invoice. It’s still simple to use, but now much more professional looking.”

Kelly Herold. Buffalo County Historical Society,

Alma, Wis.

1�

Step.7:.ClickOK onceyoulikethedesignoftheinvoice.Youcanthenchoosetoprintorsenditbye-mail.

Step.8:ClickClose & Saveandgobacktothehome page.Onceyou’vecreatedaninvoice,SimpleStartautomatically

updatesCristina’sbalanceinformationintheCustomer List.

Step.9:GotoCustomersonthehomepageandclickCustomer List.SeethatthebalanceforAndres, Cristinais

nowupdatedwiththeadditional$90.00.

Simple Start automatically updates a customer’s Balance Total once an invoice is created and/or a payment is received.

Product Workflow

20

Getting Paid

Let’ssayCristinapaysyouthenextmonth.Let’senterthispaymentintoSimpleStart.

Step.1:ClickReceive PaymentsonthehomepageandclickNew.

Step.2:PullupAndres, Cristina.Again,you’llsee that theCustomer Payment ispartiallycompletedbecause it

automaticallypicksupinformationfromtheinvoiceyousentCristinaearlierinthemonth.

Step.3:.Confirmtheamountthatyoureceivedbyputtingachecknexttotheinvoiceinformation.TheAmountfield

isautomaticallyupdated.

Step.4:Cristinapaidyoubycheck,soenterChecknexttoPmt Method.Youcanalsoenterthechecknumberand

amemoifyoulike.

Receiving a payment is quick and easy. The Customer Payment form automatically pulls information from the invoice.

Step.5:ThenclickSave & Close.

Product Workflow

21

Step.6:NowgotoCustomeronthehomepageandselectList.YouwillseethatCristina‘sbalancehasnowbeen

updated.EverythingisautomaticallylinkedthroughoutSimpleStart.

The Customer List automatically updates the current Balance Total.

Step.7:Gobacktothehomepage.

New! Search with Google Desktop™

WithGoogleDesktop,userscanquicklyfindcustomer,vendororfinancial informationinQuickBooksorontheir

computer.Oncetheytypeinawordorphrase,GoogleDesktopwillquicklygetacompletelistoffilesthatmatch

theirsearch,includingcustomerorinvoiceinformation.It’seasy,quick,andflexiblesothattheyhavefullcontrolover

theirsearch.TheGoogleDesktoptoolcansearchQuickBooksdataonlywhenitisaccessedwithinQuickBooks

andbusinessownerscandecidewhethertheywanttoinstallthetoolornot.QuickBooksinformationisneversent

tootherparties–ever.

Step.1:ClickonthetheSearchiconintheMenu.

Step.2:.TypeinAndres,CristinaandselectSearch QuickBooksandDesktop.You’llnowseeallfilesassociatedwith

Andres,Cristina.

Product Workflow

22

Step.3:Gobacktothehomepage.

Managing Vendors and Tracking Money Going Out

Nowit’stimetomanageyourvendorsandpaybills.

Step.1:ClickontheVendorssectionofthehomepage.You’llseethatit’sjustliketheCustomersectionandlets

youaddnewvendorsorviewalistofexistingvendors.

Step.2:ChooseListanddoubleclickonCal Gas & Electric.HereyoucanseeallcontactinformationforCal Gas &

Electric.Youcanalsoaddnotesforthevendor.

Step.3:Gobacktothehomepage.

Product Workflow

2�

Writing Checks

Let’ssaythatyoureceiveabillfromCal Gas & Electricfor$50.Let’spaythisbillbycheck.

Step.1:.GotoWrite ChecksintheMoney OutsectionofthehomepageandclickonNew.

Step.2:FindCal Gas & Electricusingthepull-downarrow.

Tosavetime,SimpleStartautomaticallydisplaysthelastcheckthatwaswrittentoCal Gas & Electric.

Step.3:.AssigntheExpense CategorytoUtilities.

Step.4:MakesurethattheAmountis$50.00.

Step.5:AddGas&ElectricChargesfortheMemoifit’snotalreadythere.

Step.6:PutachecknexttoPrint Later.Onceyou’rereadytoprintchecks,gotoFile/Print Forms/Checkstoprint

thischeck.

Product Workflow

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Step.7:ClickSave & Close

Thisbillwasalsoautomaticallytrackedinthecompany’sBank Account Register.

Step.8:Toseethis,gotoBank AccountsintheYour Businesspartofthehomepage.

Step.9:ChooseRegisterandthenChecking.Atthebottomofthelistyou’llseethatthechecktoCalGas&Electric

for$50.00hasbeendeductedfromthecompany’scheckingaccount.

Step.10:Gobacktothehomepage

Recording Expenses

Everybusinessneedstokeeptrackofitsexpenses–whetherit’smoneycominginormoneygoingoutintheform

ofcash,creditcardsorchecks.

You’vealreadyseenhowQuickBooksSimpleStartautomaticallyrecordsexpenseswhenyouwriteachecktoa

vendor.Let’snowseehowtorecordanexpensewhenabusinessownerusesacreditcard.

Step.1:SelectRecord ExpensesintheMoney OutsectiononthehomepageandchooseCredit.

You’llseetheCreditCardRegister.YoucanenteranexpensestartingatthebottomoftheRegister.

Step.2:ForthePayee,selectWhiteNursery.

Step.3:NextclickonSuppliesinExpense Category.

Product Workflow

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Step.4:Enter$100.00fortheCharge.

Step.5:ClickonRecordandthebalanceforthecreditcardisautomaticallyupdated.

IfonetransactionfallsundermorethanoneExpense Category,usetheSplit Transactionbuttonatthebottomof

theregister.

Recordingacashexpenseisexactlythesameasrecordingacreditcardexpense.

Step.6:Clickonthehomepageiconinthetoolbar.

Product Workflow

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Creating Reports

Reportsareanimportantwayforbusinessownerstomonitortheoverallhealthoftheircompanyandamajorbenefit

ofusingsoftware.Whilemostbusinessownersknowtheirbankbalance,manydon’thaveanup-to-the-minute,

clearpictureoftheirtruebottomline.

Profit & Loss

Let’sseethismonth’sincomeandexpensesforMark’sAtomicGraphicDesignstolearnwhetherthecompanyis

operatingataprofitoraloss.

Step.1:SimplyclickonProfit & LossintheYour Businesssectionofthehomepage.Youcanimmediatelyseethat

AtomicGraphicDesignisearningaprofitforthefirsthalfofDecember.

Product Workflow

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Invoices That Haven’t Been Paid

Thereportprovidesalistofunpaidinvoices,groupedbyduedate,soyoucanseeexactlywhoowesyoumoney,

forwhat,andwhenitisdue.Ifaninvoiceisoverdue,theAgingcolumnshowsthenumberofdaysthepaymentis

pastdue.

Noticethatthisreportusesthe“plain-English”title“InvoicesThatHaven’tBeenPaid”ratherthantheaccounting

term“accountsreceivableaging”– justoneexampleofhowSimpleStart isapractical,user-friendlyapplication

designedfromthesmallbusinessowner’spointofview.

Step.1:Tocreatethisreport,gototheReportsinthemenubar,andchooseInvoices That Haven’t Been Paid.

.

Step.2:LookatthefirstinvoiceforTringey, Erika.Asyoucansee,it’sdueon12/16/2007.

Step.3:Byscrollingdownthescreen,youcanseethatJasmineParkisnowoverdueby15days.

Step.4:ClickonJasmine Parktogetadetailedviewoftheinvoice.

Step.5:Onceyou’redone,clickSave & Close.

Product Workflow

2�

Finding Customers

New! List a business on Google Maps

BusinessownerscannoweasilylisttheirbusinessonGoogleMapsforfree1toreachpotentiallocalcustomerseven

iftheydon’thaveabusinesswebsite.Theycanincludeinformationsuchasbusinessphonenumbersandhoursof

operationandeditthisinformationatanytime.It’salsopossibletoreachpotentialcustomersorretainloyalones

throughprintablecouponsdisplayedalongsidethebusinesslisting.

New! Advertise a business with Google AdWords

It’salsopossibleforQuickBooksSimpleStartuserstofindcustomersbyadvertisingtheirbusinesswithGoogle

AdWords®.Byselectingsearchtermsthatrelatetotheirbusinessandcreatinganadvertisingmessage,business

ownerscantargetprospectivecustomerswhoaresearchingonlinefortheirparticularservicesorproducts.

Businessownerscantargetlocalcustomersbyselectingaspecificcity,stateorneighborhood.Oncetheiradisset

up,usersonlypaywheninterestedprospectsclickthroughtotheirsite.Theycanchangetheiradvertisingmessage

asoftenasneeded,choosetostoporpausetheircampaignatanytime,andultimatelydecidehowmuchmoney

theywanttospend.Togetstarted,theyget$50inGoogleAdWordscredits.2

Step.1:SelectAttract new customersusingGoogle Marketing ToolsunderGrowing Your Businessatthebottom

ofthehome page.

Step. 2: Follow the steps to add your business to Google Maps or to place an advertisement with Google

AdWords.

� Google Terms and Conditions apply, subject to change.2 Terms and conditions of the offer: Valid only for new Google AdWords customers with self-managed sign up. Advertisers will be charged an activation fee (currently $5). Advertisers will be charged for advertising that exceeds the promotional credit. Advertisers will need to suspend their ads if they do not wish to receive additional charges beyond the promotional credit amount. Subject to ad approval, valid registration and acceptance of the Google AdWords Program standard terms and conditions. The promotional credit is non-transferable and may not be sold or bartered. Offer may be changed or revoked at any time for any reason by Google Inc. One promotional credit per customer. The advertising credit is only available for accounts created through the designated URL provided as part of this promotion, in accordance with the terms of this promotion. Advertised amount valid only for U.S. advertisers whose credit card (or other valid billing instrument) billing address is in the United States. Offer expires September 30, 2009.

Product Workflow

2�

Step.3:Onceyou’redoneexploringGoogleMarketingTools,gobacktothehome page.

Product Workflow

�0

Getting Organized

Preparing for Tax Time

Mostbusinessownersthinkaboutbuyingfinancialmanagementsoftwarewhentaxtimerollsaround.They’refaced

withafilefolderfullofreceiptsandnoideawhattheyowetheInternalRevenueService.

Forsmallbusinesses,taxesaresomethingtheytendtoputoffallyearlong.Again,they’remostconcernedabout

moneycominginandmoneygoingout.Butthevalueofkeepingorganizedbecomespainfullyclearattaxtime.With

SimpleStart,smallbusinessownersneverhavetoworrythattheirbooksarenotinorder.

Tax Summary Report

TheTaxSummaryreporthelpssmallbusinessownersgatherdatafortheirfederal incometaxforms.Thereport

shows the amount Simple Start tracked for each line on the tax forms that the company files with the federal

government.Thetaxlinesareassignedtoindividualaccountsinthechartofaccounts.It’spossibletochangethese

assignmentsifneeded.

Withthisreport,businessownershaveinformationfortaxesattheirfingertips,ratherthanashoeboxofreceiptsor

informationspreadacrossmultiplespreadsheetsorfiles.

Step.1:Tocreatethisreport,fromtheReportsmenu,chooseTax Reports,andthenIncome Tax Summary.

Asyoucansee, the report covers–Dec.31,2005 toDec.31,2006.Youcanchange theperiodcoveredby

choosingadifferentdaterangefromtheDateslist.

Product Workflow

�1

Working With An Accountant

Aftertaxseason,businessownersnextthinkaboutusingfinancialmanagementsoftwareiswhentheygetabillfrom

theiraccountant.Thebilloftenreflectsthemanyhourstheaccountantspentdiggingthroughalltheirreceipts.One

ofthebiggestproblemsfacingaccountantsisreceivingincompleteandinaccuratedatafromtheirclients.It’sthe

mostcommonandtime-consumingissuethattheydealwith,andsomethingthey’dliketosavetimeon,too.

It’snotonlyexpensivetopayanaccountanttocombthroughreceipts,but9timesoutof10,thesmallbusiness

ownerhasoverlookedtaxdeductionsbyfailingtogetorganized.

WithSimpleStart,users feelmuchmoreconfident thateverything isundercontrolandwill not fall through the

cracks.Theygainthisconfidencewithouthavingtospendtimelearningtodothingsdifferently.Thefactthatsmall

andsimplebusinessescanfeelconfidentabouttheirbusinesseswithoutexpendinganymoreeffortisoneofthe

remarkablethingsaboutSimpleStart.

Product Workflow

�2

ThisproducttourillustrateshoweasyitisforsmallandverysmallbusinessownerstolearnanduseQuickBooks

SimpleStart. Itkeepsfinancialmanagementeasyby focusingonlyontheessentialaccounting tasks– tracking

moneycominginandmoneygoingout–andmaintainingcrucialrecordssuchastaxreceipts,customerdataand

vendorinformation.Therearenomanualstoreadandsmallbusinessesownersdon’thavetoknowbookkeepingor

accountingjargonbecausethesoftwareusescommon,familiarterms,suchas“moneyin”insteadof“receivables”

and “invoices that haven’t beenpaid” insteadof “aging report.”WithQuickBooksSimpleStart, small business

ownerscangetupandrunninginlessthan15minutesandimmediatelygaintheconfidencetobeginmanaging

theirfinances.

Pricing

QuickBooksSimpleStartEdition:$99.95.

Distribution

QuickBooksSimpleStartEdition2007isavailableatwww.quickbooks.comorbycalling1-888-2-INTUIT.InOctober

2006,SimpleStartandcanbepurchasedatmajorretailerseverywhereincluding:Amazon.com,BestBuy,CDW,

CircuitCity,CompUSA,Costco.com,Fry’sElectronics,OfficeDepot,OfficeMax,Sam’sClubandStaples.

Summary

��

Summary

Media Contacts

Pleasecontactuswithanyquestionsoradditionalproductreviewrequests.

RachelEuretig JaredLeavitt

IntuitInc. AccessCommunicationsforIntuit

650-944-5407 415-844-6253

rachel_euretig@intuit.com jleavitt@accesspr.com

Thank You

ThankyoufortakingthetimetoreviewIntuit’slatestversionofQuickBooksSimpleStartEdition.Weappreciateyour

suggestionsandcomments.Feelfreetosendyourcommentstothemediacontactslistedabove.