ACCOUNTING SOFTWARE FEATURES COMPARISON
By: Gary A. Porter, CPA In the Winter 1999 issue of The Ledger Quarterly we reviewed some basics on accounting software selection criteria. We also presented an update on the newest versions of Quickbooks Pro and Peachtree. With this issue we are presenting a chart that compares features on several commercially available, low end, accounting software packages. While we certainly recognize that this industry has some unique needs from accounting software, many associations and management companies still opt for low end accounting solutions. For that reason, we believe the following information is useful to readers in providing a more independent review of features than is available directly from the software companies.

MYOB Accounting Plus 9.0

Quickbooks Pro 2000
ACCPAC Simply Accounting 7.0

TOP 12 FEATURES

System Requirements Minimum recommended system Minimum recommended RAM Operating Systems Supported networks Security Level(s) User access defined by Security maintains access log Interfaces Imports/Exports ASCII text files Exports to word processor(s) Exports to spreadsheet(s) ODBC-compliant
Pentinum 32 MB Win 95/98/NT4 N/A
Pentium 166MHz 64 MB Win 95/98/NT4 NetWare, Windows Peerto-Peer & NT Server 4.0
Pentium 16 MB Win 95/98/NT4 & Mac Windows Peer-to-Peer & NT Server 4.0
Win 95/98/NT4 NetWare, Windows Peerto-Peer & NT Server 4.0
by function/modules access mulitple secruity levels no
by function/modules access administrator-defined groups X
by function/modules access multiple secruity levels no
multiple secruity levels X

no X X no

X X X no
This article was downloaded from Porter & Companys web site at www.porterandcompany.com Contact Porter & Company at (800) 304-6700 for any questions regarding this article or related subjects.
Peachtree Software Peachtree Complete Accounting 7.0
MB screen level X no X no

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Accounting Software Features Comparison (contd)
General Features Ability to consolidate companies Compresses client data Real-time or batch entry Customize data-entry field or names Customizable user menus Context-sensitive online help Allows postings to closed years Requires all input to be balanced JE lookup of account codes JE lookup of account codes by name Automatic reversing entries User-designed forms & checks General Ledger Functions Provides standard chart of accounts (COA) Supports departments Supports departments & divisions Supports project codes Prior year adjusting entries Financial Statements/Reports This month vs. last year This month vs. budget YTD vs. last year YTD vs. budget Percent of revenue calculations Cash flow statement Ratio analysis Financial snapshots Displays information graphically Custom reporting Custom queries
no X Real-time no no X X X X no X no
no X Both X no X X X no X no X
no X Real-time X no X no X X no X X

X no no X X

X X X no X

X X no X no

X X X X X X no X X X no

X X X X X X no X X X X

no X Both X no X no X X X X X X X X X no X X X X X X X X X X no

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Accounts Receivable Function Aging based on actual date Aging mirrors payment terms Supports recurring billings Can deposit to multiple banks Accounts Payable Functions Aging Reports Cash requirements reporting Aging based on invoice date Vendor histroy detail reports Supports recurring invoices Tracks & processes 1099 data Maintains vendor type codes Can pay out multiple banks Pricing Single user Multi-user (5-users)

X X X X

X X X X X X no X
X no X X X X no X $219 $499

X X X X X X X X

$99 Available next version

$179 $575

Note: A modified version of this article was published in CAIs Ledger Quarterly, Summer 2000 Issue
X X X X X X X X X X X X $229 $599.95

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For Recipient

For Payer Street address (including room or suite number) For Paperwork Reduction Act Notice and instructions City, state, and ZIP code for completing this form, see the Name of person to contact if the IRS If you are 1998 Instructions not using a preprinted label, enter in needs more information box 1 or for Forms 1099,2 below the identification number you used as 1098, 5498,the filer on the information returns being Telephone number and W-2G. Do not fill in both boxes 1 and 2. transmitted. ) (

R S L A E L B H E R E

f Employees address and ZIP code
16 State Employers state I.D. No. 17 State wages, tips, etc. 18 State income tax 19 Locality name 20 Local wages, tips, etc. 21 Local income tax
Income tax withheld by third-party payer
Form the Treasury - Internal
1099-MISC Revenue Service

the Treasury - Internal

1 Employer Revenue Service identification number

2 Social security

3 Total number of forms
5 Total amount reported with this

Form 1096

1099-DIV 91 1099-G 86

Employers state I.D. no.

Do NOT Cut or Separate Forms on This Page
Enter an X in only one box below to indicate the type of form being filed.
W-2G 81 1098-E 82 1098-T 83 1099-A 80 1099-B 79 1099-C 85
If this is your FINAL return, enter an X here

1099-INT 92

1099-LTC 93

1099-MISC 95

1099-MSA 94

1099-OID 96

Department of the Treasury Internal Revenue Service

!"

Wage and Tax Statement

Control

For Paperwork Reduction Act Notice, see separate instructions.
Copy A For Social Security Administration

1998 1998

d e Employee s name Employee s social (first, security f 16
Employer identificat ion address, and number

Employer

s name,

ZIP code

V o id For OMB Official No. Use 1545-5 Medicare wages Social security tips EIC payment ied plans 10 for box 12 O th Benefits included er in box Depende nt care benefits and tips 6 Allocated tips 4 Medicare tax Social

Contact person

Telephone number

Fax number

E-mail address

CORRECTED

CORRECTED (if checked)

1099-PA TR 97 1099-R 98

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Includes the most popular W-2 or 1099-MISC forms with matching self-seal double window envelopes in one easy to order, discounted package.
Under penalties of perjury, I declare that I have examined this return and accompanying documents, and, to the best of my knowl edge and belief, they are true, correct, and complete.

Wages, security

tips, other wages compensa tion 2 Social Federal income security

middle

initial,

Signature

last) See Nonqualif Advance

income

ee d Pension p la n

em p lo y

1 Wages, tips, other compensation 2 Federal income tax withheld 3 Social Security wages 5 Medicare wages and tips 7 Social security tips 4 Social security tax withheld
c b Employer s name, address,

identificat

wages, tips,

Local etc.

17 Copy State wages, page A photoc with For Social opies Form are W-3 Securit to y Admini Not a c c the Social stration e p ta b le. Securit y Admini Send stration this entire ; 222

Statutory

Wag e Stateme and nt Tax
Employee s address and Employer s state I.D.
tax withheld tax withheld
W-3 Transmittal of Wage and Tax Statements 2000

Where To File

Department of the Treasury Service Internal Revenue PAYERS

Federal

ZIP code no.

6666-1

3 Other income number 4 Federal income tax

2003 $

1099-S 75

5498 28

5498-MSA 27
number 4 Federal income tax

Copy A

instrs.
Send this entire page with the entire Copy A page of Forms W-2 to the Social Security Administration. Photocopies are NOT acceptable. Do not send any remittance (cash, checks, money orders, etc.) with FORMS W-2 and W-3. RECIPIENTS name
Send this entire page with the entire Copy A page of For m(s) W-2 to: Social Security Administration Data Operations Center Wilkes-Barre, PA 18769-0001
Street address (including apt. no.) 8 Substitute payments in lieu of dividends or interest
Please return this entire page to the Internal Revenue Service. Photocopies are NOT acceptable.
For Payer Under penalties
of perjury, I declare correct, and complete. that I have examined this return and accompanying documents, and, to the best of my knowledge and belief, they are true,

Locality

name 20
Le re p. g a l D e fe rr compensatio e d n

Local income tax

An Item To Note

File with Form 1096.

Social

security tips

e Employees name (first middle initial, last)
11 Nonqualified plans 13 See Instrs. for Box 13
12 Benefits included in Box Other
17 Copy State wages, page A photoc with For Social opies Form are W-3 Securit to y Admini Not a c c the Social stration e p ta b le. Securit y Admini Send stration this entire ;
s address and Employer s state I.D.

Depende

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instrs. for box 14 O th

EIC Nonqualif ied plans payment

Medicare tax

Employee

tips 6

Advance

security

d Employees social security number

9 Advance EIC payment

10 Dependent care benefits

Medicare wages

compensa tion Federal

8 Allocated tips

Employee s name

(first,

Employee s social

6 Medicare tax withheld

For OMB Official No. Use 1545-000
nt of For Privacy the Treasury Internal Act Notice, Act and Paperwo see separate

V o id

Departme

Wages,

Revenue rk Reductio instructio n ns.

Service

Separate instructions. See the separate 2000 Instructions for Forms W-2 and W-3 for information on completing this for m.
code 10 Crop insurance proceeds
For Paperwork Reduction Act Notice

Purpose of Form

Use this form to transmit Copy A of Form(s) W-2, Wage and Tax Statement. Make a copy of Form W-3, and keep it with Copy D (For Employer) of Form(s) W-2 for your records. Use Form W-3 for the correct year. File Form W-3 even if only one Form W-2 is being filed. If you are filing Form(s) W-2 on magnetic media or electronically, do not file For m W-3.
Account number (optional) 2nd TIN Not. 12 State/Payers state number

Wag e Stateme and nt

Benefits included

benefits

State income tax em p lo y ee D ec ease d Pension p la n

in box

Le re p. g a l
nt of For Privacy the Treasury Internal Act Notice, Act and Revenue Paperwo see separate rk Reductio instructio n ns.
D e fe rr compensatio e d n
Note: If you use Certified Mail to file, change the ZIP code to 18769-0002. If you use an IRS Form 1099-MISC approved pr ivate delivery service, add ATTN: W-2 Process, 1150 E. Mountain Dr. to the address and change the ZIP code to 18702-7997. See Circular E, Employers Tax Guide (Pub. 15), for a list of IRS approved pr ivate delivery services.
completing this form, see the 1998 Instructions for Account number (optional) Forms 1099, 1098, 5498, and W-2G.
and instructions for City, state, and ZIP code

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PAYERS name, street address, city, state, ZIP code, and telephone no. 1 Rents OMB No. 1545-0115

For Paperwork Reduction Act Notice and Signature Title instructions for completing this Instructions form, see the 1998 Instructions form. Use this form to transmit paper Forms 1099, Purpose of 1098, 5498, for Forms 1099, and W-2G to the Internal Revenue Service. (See 13 Where To 1098, 5498, File on the back.) DO NOT USE FORM 1096 TO TRANSMIT and W-2G. MAGNETIC MEDIA. See Form 4804, Transmittal of $ Information Returns Reported Magnetically/Electronically. Department of the Treasury - Internal Revenue Service Use of preprinted label. If you received a preprinted label from the IRS with Package 1099, place the label in the name and address area of this form inside the brackets. Make any necessary changes to your name and address on the label. However, do not use the label if the taxpayer identification number (TIN) shown is incorrect. Do not prepare your own label. Use only the IRS-prepared label that came with your Package 1099. OMB No. 1545-0115 If you are not using a preprinted label, enter the filers name, address (including room, suite, or other unit number), and TIN in the spaces Miscellaneous provided on the form. Filer. The Incomename, address, and TIN of the filer on this form must be the same as those you enter in the upper left area of Form 1099, 1098, 5498, or W-2G. A filer includes a payer, a Form 1099-MISC recipient of mortgage interest payments (including points) or 5 Fishing boat proceeds student loan interest, an educational institution, a broker, a Copy C barter exchange, a creditor, a person reporting real estate $ For Payer a trustee or issuer of any individual retirement transactions, 7 Nonemployee compensation arrangement For Paperwork or a medical savings account, and a lender who $ acquires an Reduction Act interest in secured property or who has reason to 9 Payer made direct sales of know and Notice that the property has been abandoned. $5,000 or more of consumer instructions for products to a buyer completing this (recipient) for resale For more information and the Paperwork Reduction Act Notice, see the 1998 form, see the 11 State income tax withheld Cat. No. 1998 Instructions $ for Forms 1099, 13 1098, 5498, and W-2G. $
9 Payer made direct sales of $5,000 or more of consumer products to a buyer (recipient) for resale tax withheld

11 State income

Transmitting to the IRS. Send the forms in a flat mailing (not folded). Group the forms by form number and transmit each group with a separate Form 1096. For example, if you must file both Forms 1098 and 1099-A, complete one Form 1096 to transmit your Forms 1098 and another Form 1096 to transmit your Forms 1099-A. You need not submit original and corrected returns separately. Do not send a form (1099, 5498, etc.) containing summary (subtotal) information with Form 1096. Summary information for the group of forms being sent is entered only in boxes 3, 4, and 5 of Form 1096. Box 1 or 2. Complete only if you are not using a preprinted IRS label. Individuals not in a trade or business must enter their social security number in box 2; sole proprietors and all others must enter their employer identification number in box 1. However, sole proprietors who do not have an employer identification number must enter their social security number in box 2. Box 3. Enter the number of forms you are transmitting with this Form 1096. Do not include blank or voided forms or the Form 1096 in your total. Enter the number of correctly completed forms, not the number of pages, being transmitted. For example, if you send one page of three-to-a-page Forms 5498 with a Form 1096 and you have correctly completed two Forms 5498 on that page, enter 2 in box 3 of Form 1096. Box 4. Enter the total Federal income tax withheld shown on the forms being transmitted with this Form 1096.

2222-1

($! '%&#" !( ' ( ! $' ! % ! # ($ $ % ! !
Instructions for Forms 14400O

1099, 1098, 5498,

and W-2G.

(1999)

1099-MISC Forms
The number of copies required varies by state. If you arent sure what you need, give our experts a call. One free 1096 Transmittal form with every 1099 order.
For Paperwork Reduction Act Notice and instructions for code completing this form, see the Forms 1099, 1098, 5498, and W-2G.
1998 Instructions for Account number (optional)
1099-DIV 91 1099-G 86 1099-INT 92
1099-LTC 93 1099-MISC 95 1099-MSA 94 1099-OID 96

W-2G 32

1098 81

1098-E 82

1098-T 83

1099-A 80

1099-B 79

1099-C 85

PA YERS
3 Control numberOther income
Federal identifica tion number REC
1 Wages, tips, other compensation 2 Federal income tax withheld 3 Social Security wages 4 Social security tax withheld
Form 1099-MISC OMB No. 1545-0008

RECIPIE NTS name

MANUFACTURED IN U.S.A. ONANOCR LASER BOND PAPER USING HEAT RESISTANT INKS

$ DO NOT STAPLE

Street

e, s tr e

et a dd

re s s

, c ity,

s ta te

, an d Z IP

B N o. 154

PAYERS Federal identification number RECIPIENTS Wages, tips, other compensation 2 Federal income tax withheld identification
Federal income tax withheld 5 Fishing boat proceeds Wages,4 tips, other compensation 2 Federal income tax withheld
Account number Dependent care benefits Advance EIC payment 10 (optional)
2nd TINAdvance EIC payment Not. 12 State/Payers state number

F o rm

M ND A

11 Nonqualified plans

12 Benefits included in Box 1

(includin g apt.

Street Employers name $ address
City, state, and 8 Allocated ZIP code
10 Crop insurance proceeds Social security tips
The number of copies required varies by state. If you arent sure what you need, give our experts a call. Additional formats available. One free W-3 Transmittal form with every W-2 order.

9 Payer made direct sales of
b 941 Copy A Wages, tips, other compensation 2 Federal income tax withheld Kind $
5 Fishing943 proceeds boat withheldMilitary City,
Payer 4 Social security tax withheld

in lieu of

Total number 8 SubstituteW-2 of Forms payments d
PA YERS Employer identification number Federal $

1099 -MIS C

(optiona Fed e tc. Fo e ra RECIPIENTS name 6 Medical and health care payments Nonemployee compensation $ l in c om e Social security wages 4 Social security tax withheld 6 Medical -MIS ta x This is important tax emp. govt. emp. C w ith and h e ld $ health $ $Mis care information and is payments 5 F is $ 8 S u cellane h in g PA Y d iv id b s titu $ b E R S being furnished to the e n d te p a 9 Payer made direct sales of t pr 7 N 8 Substituteo apayments in lieu of na y oce 9 Payer , made959 in lieu of ous wages and tips Medicare tax$ C Establishmentmnumber direct sales of 5 Medicare Internal Revenue one withheld s o r in te rm e n ts 2nd 6 e s eds m p lo 5 in lie tr e TIN Not. est ro p dividends or interest $5,000Income consumer or more of yee $ u of in s u add $5,000 ore t more sof consumer com StreetD o you are apt. no.)2 re s ra n 9 Pa Service.address (including If N O 1 S pen ce p , c products to a buyer s a tio yer ro c e ta te $5 T C ut products to a buyerity, s ta te , a n /P a eds p ro ,0 o m a d e VOID required to file a return, or ye Inter du d ir r ( nd Copy nal Sepa8 Allocated tips r s s ta te S r e c ip ie nctt)s t o ambo r e $ecc t s a le IP c of Servi Reve (recipient) for resale A (recipient) for resale 7 ZSocial security tips o e s num u ons fo r ta te a dnegligence penalty or rate re s y e r um of $ ce Cent nue For ber in c o FIle a le er COR Form identifica me with ta x 10 Crop insurance proceeds 11 er City, state, and be State income tax withheld REC code other sanction may ZIP Form s on tion number w ith 11 State income tax withheld TED h e ld This For Paperw 1096. imposed on you if this R Page Departm 1 e n ts ent of $ see etinginstrucReduction ork $ REC compl 9 Advance EIC payments 10 Dependent care benefits Notice income is taxable$and the $ IP IE Act 2 N T S Instru this tions forand Treasury Forms id e n the IRSAccount numbera ltie (optional) determines R o y that s $ state, ctionsform, 2nd TIN- Not. 12 State/Payers state number 13 tific a Internal no.) 5498, 1099, and tio n 12 State/Payers state number 13 ZIP Revenue OM num and 1098, for it 3 P not a Account B N ber W-2G. $ has r iz e s , been Dependent code care benefits Service o. 1 w ar number 545 d 4 Fe $ reported.s , e tc. 12 Deferred compensation- 5 (optiona 11 Nonqualifieddplans $ e

7 income and 4 This information is being furnished Social the Internalsales of to made tips tax withheld 8 Substitute payments in lieu of Payer security direct Revenue Service.security Form 1096. File Social with Advance tips

Service Center

6 Medical and health care payments Internal Nonemployee compensation 7 5498, 1099, Revenue Department of the Treasury Internal Revenue Service and 1098, for W-2G.
For Paperw Reduc tion ork compl instruc Notice see Act eting Instru this tions forand Forms ctionsform,
This information is being furnished to the Internal Revenue Service. of 8 Substitute payments in lieu

Nonquali fied plans

Medicare EIC tax withheld $5,000 or more of consumer 6 Street address (including tax payment For Paperwork apt. no.) 8 withheld Allocated products to a buyer tips Reduction Act Notice (recipient) for resaleDepende
9 Payer made direct sales of $5,000 or more of consumer products to a buyer
(recipient) W-2 to Send this entire page with the entire Copy A page of Forms for resalethe Social Security Administration. Photocopies are NOT acceptable. $ a negligence penalty or City, state, code other sanction and ZIP Do not send any10 Crop insurance proceeds moneyState income tax withheld remittance (cash, checks, 11 orders, etc.) with FORMS W-2 and W-3. may be
RECIPIENTS name This is important tax information and is being furnished to the Internal Revenue Street If you are Service.address (including required to file a return,
An Item 12 State/Payers state number To Note
Separate instructions. See the separate 2000 (Keep for your records.) Instructions for Forms W-2 and W-3 Department of for information on completing this for m.
Form 1099-MISC of For m(s)Revenueto: W-2 Service the Treasury - Internal
Send this entire page with the entire Copy A page Social Security Administration Data Operations Center Wilkes-Barre, PA 18769-0001 Note: If you use Certified Mail to file, change the ZIP code to 18769-0002. If you use an IRS approved pr ivate delivery service, add ATTN: W-2 Process, 1150 E. Mountain Dr. to the address and change the ZIP code to 18702-7997. See Circular E, Employers Tax Guide (Pub. 15), for a list of IRS approved pr ivate delivery services.
imposed on you if this income is taxable and the IRSAccount number (optional) determines that it has not been reported.
For Paperwork Reduction Act Notice and Signature Title instructions for completing this Instructions form, see the 1998 Instructions form. Use this form to transmit paper Forms 1099, Purpose of 1098, 5498, for Forms 1099, and W-2G to the Internal Revenue Service. (See Where To 1098, 5498, File on the back.) DO NOT USE FORM 1096 TO TRANSMIT and W-2G. MAGNETIC MEDIA. See Form 4804, Transmittal of Information Returns Reported Magnetically/Electronically. Department of the Treasury - Internal Revenue Service Use of preprinted label. If you received a preprinted label from the IRS with Package 1099, place the label in the name and address area of this form inside the brackets. Make any necessary changes to your name and address on the label. However, do not use the label if the taxpayer identification number (TIN) shown is incorrect. Do not prepare your own label. Use only the IRS-prepared label that came with your Package 1099. OMB No. 1545-0115 If you are not using a preprinted label, enter the filers name, address (including room, suite, or other unit number), and TIN in the spaces Miscellaneous provided on the form. Filer. The Incomename, address, and TIN of the filer on this form must be the same as those you enter in the upper left area of Form 1099, 1098, 5498, or W-2G. A filer includes a payer, a Form 1099-MISC recipient of mortgage interest payments (including points) or 5 Fishing boat proceeds student loan interest, an educational institution, a broker, a Copy C barter exchange, a creditor, a person reporting real estate $ For Payer a trustee or issuer of any individual retirement transactions, 7 Nonemployee compensation arrangement For Paperwork or a medical savings account, and a lender who $ acquires an Reduction Act interest in secured property or who has reason to 9 Payer made direct sales of know and Notice that the property has been abandoned. $5,000 or more of consumer instructions for products to a buyer completing this (recipient) for resale For more information and the Paperwork Reduction Act Notice, see the 1998 form, see the 11 State income tax withheld Cat. No. 1998 Instructions $ for Forms 1099, 13 1098, 5498, and W-2G. $

For use with Laser or Inkjet printers. Bundles available in 4part sets. Forms only available in 4 or 5-part sets.
Purpose of Form Wages, tips, other compensation 2 Federal income tax withheld Use this form to transmit Copy A of Form(s) W-2, Wage and Tax Statement. Make a copy of Form W-3, and keep it with Copy D (For Employer) of Form(s) W-2 for your records. Use Form W-3 for the correct year. File Form W-3 even if only one Form W-2 is being filed. If you are filing Form(s) W-2 on magnetic media or electronically, do not file For m W-3. When To File

Laser W-2

For use with Laser or Ink-jet printers. Bundles available in 4, 6 or 8-part sets. Forms only available in 4, 6 or 8-part sets.
W-2 Forms 4 part 6 part 4 part 6 part 1099-MISC Forms 4 part 3 part 4 part
25 $39.50 $49.00 $41.00 $44.$39.00 $30.00 $31.00
50 51.50 63.50 50.50 55.51.50 42.00 44.00
100 72.50 89.50 66.50 70.72.50 53.00 56.00
200 109.00 137.00 93.00 105.109.00 78.50 83.00
For use with Continuous or Tractorfed printers. Bundles available in 4 or 6-part, one-wide format. Forms only available in 4, 6 or 8-part, onewide format. Order quantity by number of employees or vendors. Bundles include tax forms and matching self-seal double window envelopes.
Bundle W-2 Laser Package Set - LW2SET6DWS
d Employees social security number e Employees name, address, and ZIP code d Employees social security number e Employees name, address, and ZIP code 7 Social security tips 8 Allocated tips 11 Nonqualified plans 9 Advance EIC payment 12a Code 12b Code 12c Code 12d Code See inst. for box Social security tips 10 Dependent care benefits 13 Statutory employee
Retirement plan Third-party sick pay
Bundle W-2 Continuous 1-wide Carbonless - CW21W4DWS Bundle W-2 Continuous 1-wide Carbonless - CW21W6DWS
Bundle 1099 MISC. Laser Package Set - L99SET4DWS Bundle 1099 MISC. Continuous 1-wide Carbonless - C993DWS Bundle 1099 MISC. Continuous 1-wide Carbonless - C994DWS
A complete line of tax forms are available. Call for more information. Prices reflect 2003 tax form year. Please call for current pricing.

1096 Transmittal

Bundle W-2 Laser Package Set - LW2SET4DWS

Laser 4-up W-2

18 State income tax

Em pl o y e r s

S tate, Local , o File C opy r
1 Wages, tips, other comp. 3 Social security wages