QuickBooks Enterprise Solutions 14.0 QuickBooks Enterprise Solutions is a comprehensive business management and accounting software designed for established businesses. It will help you improve efficiency across your business, adapting and changing as your business grows. It can help you with all aspects of your finances and many areas of business management, including: • • • • • • • Creating invoices and estimates Tracking sales and cash flow Managing your customers and suppliers Monitoring your VAT Understanding your company's performance Planning ahead, forecasting and budgeting Managing a group of companies or different business divisions QuickBooks Enterprise Solutions is the most advanced software QuickBooks offers. It's a powerful tool that can make your company more efficient and help you understand how your business is performing daily. What sort of business is QuickBooks Enterprise Solutions for? QuickBooks Enterprise Solutions is designed for businesses which require more features, capabilities and capacity than the other versions of QuickBooks desktop software can provide. It is particularly well-suited to businesses that: • • • • • • Need business financial software that can be used by a large number of people at once. Up to 30 people in your business can use QuickBooks Enterprise Solutions at the same time. An increased level of control over user access is possible by using pre defined user roles or customisable user permissions to safeguard sensitive data. Have large numbers of customers, suppliers, products, employees or other items. QuickBooks Enterprise Solutions has an increased storage capacity enabling users to track up to a million customers, suppliers or stock items. Want freedom to integrate their financial data into other applications via ODBC. Need to combine data from different companies or business divisions. Want to offer a large number of different pricing options to customers. Need the flexibility to track and manage stock across multiple locations. If you don't think other versions of our accounting software are right for you, it’s more than likely that QuickBooks Enterprise Solutions can provide the freedom and flexibility you're looking for. As with all QuickBooks software it is still easy to learn and use with no accounting knowledge necessary – QuickBooks Accounting Software is guaranteed easy to use. Make the most of your business data with maximum flexibility in report design and customisable business reports to drill deep into your business data. For even more flexibility you can integrate QuickBooks data into other applications via ODBC or export reports into Excel with all their formatting intact – so you don’t have to reformat every time you save a business report. Contact: Tel: 020-3503585, Cell: +254 722 695000 / +254 733 605365, Email: info@quickbooks.co.ke Save Time and maximise efficiency • See your cash flow in real time - instant reporting on sales, expenses and profit • Up to 30 users can access data at the same time, with increased user control Organise Everything in One Place • Track up to a million customers, suppliers or stock items • Easily stay on top of your important tasks with QuickBooks Calendar View • Track your sales leads with the NEW Lead Centre Easy VAT Returns Manage your VAT the fast and accurate way. • Create VAT returns in minutes Highly Customisable Business Reporting Make the most of your business data with customisable reports and powerful drill downs • Save Excel formatting – don’t waste time correcting report layout each time • Ability to combine reports from different divisions or company files • Connect directly with ODBC compliant applications – a common standard in databases Create Budgets and Forecast Cash Flow Plan ahead effectively by creating budgets and forecasting your company’s cash flow: • Set monthly, quarterly or annual budgets • Track your performance and compare actual to expected results Handle Multiple Currencies Automatically Trade in over 145 currencies just as easily as you do in KSHS: • Convert back using the latest exchange rates automatically • Understand gains and losses caused by rate fluctuations • Work with international customers in their own currencies Offer Increasing Pricing Levels QuickBooks Enterprise Solutions gives you complete freedom to price products and services the way that suits your business. Extra pricing levels give you more flexibility in the number of items you sell and how you price them. With QuickBooks Enterprise Solutions you can add up to 750 different prices in the price level list: • • • Set discount levels for specific customers or jobs Change prices easily, whenever you need to – up to 750 levels Offer special deals to match or beat competitors Contact: Tel: 020-3503585, Cell: +254 722 695000 / +254 733 605365, Email: info@quickbooks.co.ke Stock Control: QuickBooks Enterprise Solutions comes with intermediate stock control features as standard, including: • • • • • View accurate stock levels for products and components Get prompted to re-order when stocks fall (now with maximum re-order points as well) Create purchase orders to send to suppliers Create back orders so customers can order out of stock items Work with different units of measure Advanced Stock Feature (additional fees may apply) The Advanced Stock feature offers a number of extra stock control tools in addition to the standard functions: • Track stock across multiple locations o Instantly see how many items are on hand in each of your storage locations, and what is on sales order or purchase order. o Set re-order points and QuickBooks will automatically calculate which items you need to restock and you can easily move stock between locations to meet demand. • Track serial numbers or lot numbers o Enter serial or lot numbers at the time of purchase, transfer, or sale – so no extra data entry is required for reliable tracking. o You can track defective lots through assemblies and subassemblies, in stock on shelves, and customer purchases with new reports. • Use any USB barcode scanner to manage stock efficiently (Barcode scanner not included) o Create barcodes to identify stock. Print them with your existing printer or export with a barcode label maker. o Then you can enter stock data quickly by scanning barcodes. QuickBooks works with all USB barcode scanners and automatically puts information into the right fields. Annual License Fee QuickBooks Enterprise Solutions is subject to an annual license fee which will be charged for at 20% of the total value of your software. This is a mandatory charge and it will include benefits such as a renewed support contract as well as any new software updates and releases that are made available during that period. This license fee is payable one year from date of registration of the package. Contact: Tel: 020-3503585, Cell: +254 722 695000 / +254 733 605365, Email: info@quickbooks.co.ke New & Improved Features: New! Advanced Pricing Module (Additional fees may apply) Currently, the pricing functionality in QuickBooks is limited & extremely manual for those who have complex pricing requirements: • You can only set price levels based on items and customers. • QuickBooks price levels must be updated manually when costs or base prices change. This is extremely time consuming for long item lists. • Currently, the only way to apply quantity discounts is to do them manually or by creating multiple items in the item list for each quantity of items. This makes reporting on sales of an item difficult and makes for a very lengthy item list. • There is no way to create prices with a start or expiration date. • There is no way to create prices that are related to rep, class, item type, customer type or vendor. • There is no way to apply two price levels at once (e.g. wholesale price & seasonal sale) The new pricing engine gives you: • More flexibility to create rules that better suit your business and saves time with more automated processes. What can it do for you? • The new price rule window allows the setting of multiple conditions for each new price rule • Existing price levels are migrated over as new price rules, so all users are ready to go right away • You can create quantity discounts that apply automatically • Prices update automatically when the base price or cost changes • Two or more price rules can apply simultaneously. You can see how the price was calculated at the transaction time and choose to unapply any rules. (Rules can also be marked as exclusive.) • You can set prices (from cost) based on percentage (%), KSHS amount, markup, or margin (Margin is new). Contact: Tel: 020-3503585, Cell: +254 722 695000 / +254 733 605365, Email: info@quickbooks.co.ke Job Costing Improvements Existing limitations within the QuickBooks Job Costing functionality are: • You have to create new customers (instead of jobs) if you have a separate sales rep for each job. • In order to filter reports for jobs with a particular status, you currently have to edit the list of jobs to select the ones that you require. This means that you have to memorize the status of all jobs and work through a potentially long list. • To create a WIP report, you have to export reports and data to Excel and put it together on your own. This means that every time you want to update it, you have to re-create it yourself outside of QuickBooks. • To create a Committed Costs report, like a WIP report, you have to look up data in QuickBooks and create a report in Excel. Like WIP, there’s no way to update such a report without recreating it from scratch. With the improvements to the Job Costing Function, you can now save time with a more automated process: • You can track multiple reps per customer ( there is no need to create a new customer for each job) • You can filter almost any QuickBooks report to show jobs of a particular status only, such as ‘completed’ or ‘in progress’ • You can display a WIP report to see up to the minute information on expected and actual revenue for any jobs in progress. • You can display a Committed Costs report showing information that was previously unattainable in QuickBooks reports. The Committed Costs report adds purchase orders with no bills and unpaid wages for employees who have spent time on jobs for a much more complete understanding of job costs. Improvements on the “Build Assemblies” Function • Manufacturers with complicated assemblies that include subassemblies currently have to manually build all subassemblies in QuickBooks before they can build a final assembly. This can be an extremely time consuming process that also leaves a lot of room for error due to all the manual entry. • In addition, if a manufacturer uses the same component in many assemblies (such as a screw or bolt) and needs to change that component to a different one (for example, of a different material or made by a different manufacturer), the user currently has to open every assembly and look for the particular component in order to replace it. With the improvements in Assemblies you can now save time and improve the accuracy of assemblies and costing: • Automatically build all subassemblies needed for a final assembly at the same time that you build the final assembly. Contact: Tel: 020-3503585, Cell: +254 722 695000 / +254 733 605365, Email: info@quickbooks.co.ke • • Offers a choice to use the total cost of the Bill of Materials (BOM) as the total cost of the assembly. In addition, if the cost of one component goes up, you can choose to have QuickBooks automatically raise the cost (and the price) of the assemblies where that component is used. Provides a “Where-used” report for any component – this report will show all the assemblies in which that component is used. You can then replace the component with another in some or all of the assemblies at once. Minimum & Maximum Stock Levels Currently, you are alerted when items reach their re-order point but you still have to calculate the quantity that you need to order each time. For those who use the Automatic Purchase Orders (PO’s) feature, QuickBooks will create a list of all items needing to be purchased, but again, users have to type in the quantity to buy based on their own calculations before telling QuickBooks to create the PO’s. This is extremely time-consuming and increases the risk of over or under stocking an item. You can now save time by automating the process of re-ordering: • You can specify a maximum quantity that you would like to carry for a specific item/s. • Quickly enter maximum quantities using the Add/Edit Multiple List Entries interface. • Choose “Auto PO’s,” and QuickBooks will then suggest all PO’s needed as well as the quantities of all items required. You will then review the suggestions, click OK, and all PO’s are created automatically. Contact: Tel: 020-3503585, Cell: +254 722 695000 / +254 733 605365, Email: info@quickbooks.co.ke