Unlock the Knowledge
What makes Intuit Enterprise v10
Unique?
Brought to you by:
Presented by:
Stacy Y. Patrick, CPA
Advanced Certified QuickBooks ProAdvisor
Managing Partner
Intuit QuickBooks Enterprise Solutions
Intuit ® QuickBooks®
Enterprise Solutions 10.0
Powerful, easy to use accounting and
business management solutions for small and
mid-sized companies
Intuit QuickBooks Enterprise Solutions
Session Objectives
Gain an understanding of the
enhancements made in QuickBooks
2010 including:
•New installation features
•Client Data Review
•Intuit Statement Writer
•Document Manager
•Add/edit Multiple List Entries
•Customization and more
Intuit QuickBooks Enterprise Solutions
Key Differences between QuickBooks
Enterprise and Pro/Premier – The Basics
Enterprise
Solutions
Pro/Premier
File Size
Average is 100
MB to 150 MB
but files could
be > 2GB
Software may
start slowing
down at 100+
MB
Number of
users
Up to 30
Up to 5
Number of
products and
names
100,000 +
14,500 +
Intuit QuickBooks Enterprise Solutions
4
Key Differences between QuickBooks
Enterprise and Pro/Premier – The Basics
Enterprise
Solutions
Pro/Premier
Server
Configurations
•DataBase
Server
•Peer to peer
Networking
•Terminal Server
•Linux Server
•DataBase
Server
•Peer to peer
Networking
Runs on Linux
Server
•High quality
•Reliability
•Price
•Not available
Intuit QuickBooks Enterprise Solutions
5
Key Differences between QuickBooks
Enterprise and Pro/Premier – The Basics
Enterprise
Solutions
Sales
Fullfillment
Worksheet
Combine
Reports
Specific Editions
•Accountant
•Manufacturing &
Wholesale
•Retail
•Balance Sheet Standard
•Balance Sheet Summary
•Profit & Loss Standard
•Statement of Cash flows
•Trial Balance
Pro/Premier
•Available only
in Premier and
in the same
editions as
Enterprise
•Not available
Intuit QuickBooks Enterprise Solutions
6
Key Differences between QuickBooks
Enterprise and Pro/Premier – The basics
Enterprise
Solutions
Pro/Premier
Instant
Messaging
Stay in touch
with others
currently using
the software
Available in
Premier with
Multiple
licenses
Full service
Plan
Great Value
(24/7 support
and upgrades)
Not available
Security
options
115 Specific
areas
7 general areas
Intuit QuickBooks Enterprise Solutions
7
Midsized businesses need…
Multiple Users, More User Control & Access
and more tools for your business
• The users have more defined tasks so they need
differing levels/rights of access to data
• Some users are not at the physical location so they
need access from other locations
• The actions of the users need to be monitored
better with activity tracking (audit trail)
• Human Resource Management
 Employee Organizer available as an add-on
• Fixed Asset Manager
Intuit QuickBooks Enterprise Solutions
8
Midsized businesses need…
Performance & Scalability
• Need simultaneous access by multiple users
• Need ability to do business in multiple currencies
• Need quick, granular access to information
• Specific reporting of financial information is
important because there is more at stake
• Software application may be very sophisticated and
need connectivity
Intuit QuickBooks Enterprise Solutions
9
Product Overview
What it is:
• Enterprise Solutions is the most powerful QuickBooks
product with the capacity, speed, and support for up to 30
simultaneous users needed by growing businesses
• Includes all standard QuickBooks features – plus advanced
features such as multi-user mode, combine reports from
multiple company files, connecting via Windows Terminal
Services, and advance control over user access
• Available in industry-specific editions for Contractors,
Manufacturers and Wholesalers, Nonprofits, Professional
Services Firms, Retailers and Accounting Professionals
Who it’s for:
• Businesses using other „mid-market applications that are too
difficult to use or too expensive to maintain
• Current QuickBooks users outgrowing Pro or Premier
Intuit QuickBooks Enterprise Solutions
10
Legendary ease of use
• Enterprise Solutions is known for its very friendly
user interface… easy to do work, easy to navigate
• Get up and running in weeks not months
• Less learning/training curve with the intuitive
interface
Intuit QuickBooks Enterprise Solutions
11
Multiple Users, More User Control & Access
• Enterprise Solutions comes in increments of 5 and up
to 30 users
• You can quickly & easily setup user permissions based
on thirteen standard user roles
• You can customize 100+ permission preferences to
make user access more specific
• Remote access through Terminal Services
• Enhanced audit trail is on all the time, without a
slowdown in performance
Intuit QuickBooks Enterprise Solutions
12
Easily Setup and Maintain User Access
Intuit QuickBooks Enterprise Solutions
13
Users List and User Roles
• Two tabs: User List
and Role List
• Users List is a list of
users currently
registered
• Role List will help to
jump-start the user
setup
• From this Role screen:
– Add, edit, duplicate,
or delete a user
– View permissions
of a user
Intuit QuickBooks Enterprise Solutions
14
Set Up a New User with a Role
• Type the new user‟s
name
• Add password and
confirm (highly
recommended)
• Highlight role and click
“Add”
• A user may have more
than one role (which
happens in smaller
companies)
Intuit QuickBooks Enterprise Solutions
15
Editing a User Role is Easy
• The role is named and
defined
• The access is shown
visually on the left
• On the right the specific
access is defined by
checkboxes
• Very easy to review and
maintain
Intuit QuickBooks Enterprise Solutions
16
Capacity for Names and Items Lists
• You can add hundreds of thousands of customers,
vendors and employees and hundreds of thousands
of inventory, non-inventory and service items*
• If you need more, add-on packages are available to
manage larger lists
*QuickBooks Enterprise Solutions allows you to add up to one million names (e.g. customers, vendors, employees) and up to one million items (e.g.
inventory, non-inventory, and service items). Some performance degradation is likely as your lists approach these size thresholds.
Intuit QuickBooks Enterprise Solutions
17
Special Features added to v10
Make QBES more productive by enabling businesses to track
information and manage activities specific to their company
More Custom Fields
•Increase the item max from 5 to 15, increase the names
max from 7 to 12 for each
Better Custom Fields
•Define the format of a custom field as text, numeric, date,
phone number or multi choice dropdown
•Make a custom field „required‟ – information must be
entered in order for a user to complete the transaction
Intuit QuickBooks Enterprise Solutions
18
Using Windows Terminal Services
• Connects remote workers by allowing users outside
your physical location to login to Enterprise
Solutions using an Internet web browser
• It has full password security and limited access
based upon the user permissions you set up for
each user
• Installing Enterprise Solutions on a terminal server
versus multiple client computers can also help you
run Enterprise Solutions more efficiently and save
money on IT related costs
• Experienced support engineers trained in Enterprise
Solutions can assist in setting this up for you
Intuit QuickBooks Enterprise Solutions
19
Advanced Inventory Functionality
Features for
purchasing,
production,
and sales
*Also in Pro/Premier (all)
**Available with Intuit Warehouse Management ES.
Purchasing
• Manufacturer‟s
Part Number*
• Backorder on
Purchase Order
Production &
Inventory Control
• Unit of Measure
Conversion
• Bill of Materials:
ability to track noninventory parts
• Multiple Warehouse
Location Tracking**
• Serial and Lot
Tracking**
• Bar Coding**
Sales
• Available to Promise
• Sales Order
Fulfillment
Worksheet
• Pricing
Enhancements:
• Enhanced
Rounding
Options*
• Bill of Materials:
Ability to add noninventory part to
COGS.
• Multiple SO to INV
• Multiple Ship-To*
• Backorder on
SO/INV
• Print Pick List/
Packing Slip from SO
Intuit QuickBooks Enterprise Solutions
20
Backorder Column on PO, SO, INV
• Receive part of an
order
• Partially fulfill an order
• Track remainder until
completely
received/fulfilled
• On all order-related
transactions
Intuit QuickBooks Enterprise Solutions
21
Available To Promise
Intuit QuickBooks Enterprise Solutions
22
Sales Order Fulfillment Worksheet
Sort the orders to
ship using the
criteria that are most
important to you,
such as:
• Oldest orders
• Largest shippable dollar
amount
• Orders that can be filled
completely
The icons show the
sales orders that are:
• Fully shippable
• Partially shippable
• NOT shippable
…all on one screen
See the detail on
highlighted sales
orders
After you select the orders to ship, you can
print Pick Lists, Packing Slips and Sales Orders
Intuit QuickBooks Enterprise Solutions
23
Human Resource Management:
Employee Organizer
• Track a variety of
employee information
• Integrated to the
QuickBooks
payroll system
• Provides a variety of
management reports
• Includes Employment
Law Update Service
Intuit QuickBooks Enterprise Solutions
24
Intuit Statement Writer
• Provides total control over financial statement
preparation
• Links your QuickBooks files with Microsoft® Excel so
you can build and update professional statements
directly in QuickBooks*
• Manager-specific reports can be developed and
memorized without exporting to a spreadsheet (like
Excel, for example)
• Create Microsoft Word-based letters, cover pages
and documents in your report, and bring
QuickBooks financial data into your documents*
* Requires Microsoft Office 2003 or greater, sold separately. Does not work with Microsoft Office Student Edition or Standard Edition.
Intuit QuickBooks Enterprise Solutions
25
Intuit Statement Writer
A View of the Total Screen
Intuit QuickBooks Enterprise Solutions
26
Intuit Statement Writer
Column and Row Properties
• Column
Properties: full
control over
naming
• Row Properties:
full control over
naming, content,
number
characteristics
Intuit QuickBooks Enterprise Solutions
27
Intuit Statement Writer
Full Control Over Dating
Intuit QuickBooks Enterprise Solutions
28
Financial Reports from Multiple
Enterprise Solutions Data Files
Intuit QuickBooks Enterprise Solutions
29
Combining Financial Reports from
Multiple Enterprise Solutions Data Files
• The detailed report grid
includes:
– Type of report
– Date range
– Reporting basis
– Combined Entity Name
– QuickBooks data files to
include
Intuit QuickBooks Enterprise Solutions
30
Key Features Added to Enterprise
Solutions 10.0
• Redesigned Report Center helps you instantly find the reports you need
• Customize your Company Snapshot to see business data at a glance
• More custom fields with definable formats to improve input and reporting
• Change assembly components on the fly and print them with one click
• Attach electronic or scanned files to your QuickBooks records*
• Create professional financial reports with improved Intuit Statement Writer
• Add or edit multiple entries in QuickBooks lists from one spreadsheet view
• Give your forms a distinctive identity with FREE professional designs
*Scanner not included. Only TWAIN compliant scanners supported. Maximum 100 MB per file. Total file storage 100MB or about 1,000 2-page PDFs.
Intuit QuickBooks Enterprise Solutions
31
Beyond Accounting…
Intuit‟s offers additional business solutions that work
seamlessly with QuickBooks Enterprise Solutions to
streamline additional business tasks
Intuit Payroll
• Complete your entire payroll in just a few clicks. Reduce your tax
penalty risk and complete your payroll faster with affordable,
expert assistance.
Intuit Merchant Service for QuickBooks
• Take credit and debit cards right in your QuickBooks software, no
need to buy a terminal or extra software. Accept payments online,
by phone, fax or email. Eliminate double data entry.
Intuit Check Solution
• Reduce trips to the bank and eliminate manual accounting for check
payments. Easily find payment records to respond faster with check
and remittance information archived in QuickBooks transactions.
Intuit QuickBooks Enterprise Solutions
For More Specialized Needs…
Intuit Warehouse Management ES
• Provides multi-location inventory tracking, bar code scanning, serial
and lot tracking
Intuit Field Service Management ES
• Provides real-time updates from the field, efficient job scheduling
and on-the-spot invoicing
Third Party Developed Apps
• Visit qbes.com/apps to find additional apps that work with
Enterprise Solutions
• Apps available for specific industry or business needs, including:
 Customer Relationship Management (CRM)  eCommerce Solutions
 Manufacturing / ERP
 Human resource Management
 Time & Project Tracking
 Document Management
Intuit QuickBooks Enterprise Solutions
33
Full Service Plan –
Support & Upgrades Annual Subscription
First year Full Service Plan subscription is included with
Enterprise Solutions software purchase, and includes:
•
•
•
•
•
All product upgrades
Unlimited technical support
Interactive training tools to help you get up to speed
Online back-up service with up to 10 GB of free storage
Data protection services
Annual Full Service Plan renewal fee:
• $850 for 5 users
• $2,200 for 20 users
• $1,300 for 10 users
• $2,650 for 25 users
• $1,750 for 15 users
• $3,100 for 30 users
*Pricing as of September 28, 2009; subject to change.
Intuit QuickBooks Enterprise Solutions
34
What Enterprise Customers Are Saying
“QuickBooks Enterprise Solutions offered the best of both
worlds – a comprehensive system that is both easy-to-use
and affordable.”
– Jon Elder, CFO, West Virginia High Tech Consortium Foundation
“[Enterprise Solutions] allows us to do things even
$100,000 software can‟t do.”
– Glenn Woodbury, Power and Control
“[Microsoft Great Plains] is not designed with the customer
in mind… we‟ve been very reticent in implementing it even
though we‟ve spent $100,000 on the project so far…”
– Kevin Grauman, Outsource Group
Intuit QuickBooks Enterprise Solutions
35
Thanks for Attending this
Session!
Please Remember:
If you have questions, please contact us.
www.solutionresources.org
813-269-0153
Intuit QuickBooks Enterprise Solutions