QuickBooks Enterprise Solutions

QuickBooks

Enterprise Solutions 8.0

Meeting growing businesses’ unique needs with

QuickBooks legendary ease of use

Midsized businesses need…

Multiple Users, More User Control & Access

• Multiple users touch finance and accounting as a business grows

• 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)

QuickBooks Enterprise Solutions 2

Midsized businesses need…

Performance & Scalability

• Need to track higher volumes of customers, vendors, employees and products/services

• 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


Product Overview

• What it is:

 QuickBooks Enterprise Solutions is the most powerful QuickBooks product with the capacity, speed, and support for up to 20 simultaneous users needed by growing businesses



Includes all standard QuickBooks features

– plus Enterprise-only features for financial control, scalability, advanced inventory management and business analysis

 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


Let’s Start with the Pretty Face

• QuickBooks has been known for its very friendly user interface… easy to do work, easy to navigate

• Less learning/training curve with the intuitive interface

 Unlimited technical support is available 24/7 as part of the Full

Service Plan.

 You also have a dedicated support team during standard business hours.


Multiple Users, More User Control & Access

• Enterprise Solutions comes in 5 / 10 / 15 / 20 user options

• 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


Easily Setup and Maintain User Access


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


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)


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


Capacity for Names and Items Lists

• You can add hundreds of thousands of customers, vendors and employees and hundreds of thousands of inventory, noninventory and service items*

• If you need more, add-on packages are available to manage larger lists

*Disclaimer: 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.


Remote Access using Terminal Services

• Connect remote workers with Terminal Services

• This allows for workers outside of your physical location to login as users for your business

• It uses an Internet web browser

• It has full password security and limited access based upon the user permissions you set up for each user

• Your dedicate support team can assist in setting this up for you


Advanced Inventory Functionality

Features for purchasing, production, and sales

Purchasing

• Manufacturer’s Part

Number*

•

Backorder on

Purchase Order

Production &

Inventory Control

• Unit of Measure

Conversion

•

Bill of Materials: ability to track noninventory parts

•

New!

Multiple

Warehouse Location

Tracking**

•

New!

Serial and Lot

Tracking**

• New!

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

*Also in Pro/Premier (all)

**Requires Velocity Inventory for QuickBooks Enterprise Solutions. Additional fees apply for monthly subscription.


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


Available To Promise


Sales Order Fulfillment Worksheet


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 Business Intelligence

• Profit and Loss Dashboard

 Perform ‘what if’ analysis to project profit and loss scenarios for your business

• Profitability Dashboard



Get an overview of sales, expense, and profit numbers for different time periods

• Sales Dashboard



View top ten customers, items and classes by total sales, open sales orders, and gross profit

• Three licenses for Intuit Business Intelligence included with purchase of Enterprise Solutions


Financial Statement Designer

• Provides total control over financial statement preparation

• Manager-specific reports can be developed and memorized without exporting to a spreadsheet (like Excel, for example)

• Quick learning time for users since the featureset looks like a spreadsheet



A View of the Total Screen



Column and Row Properties

• Column Properties – full control over naming

• Row Properties – full control over naming, content, number characteristics



Cell Properties

• Cell Properties has total control over what goes into each cell

 Cell Type

 Dating, including date range

 Filtering of data including class and customer/job



Statement Properties

• The Statement

Properties has five types:

 Balance Sheet

 Income Statement

 Cash Flow Statement

 Ratios

 Retained Earnings

 Custom – if you really want a challenge!



Full Control Over Dating


Financial Reports from Multiple

QuickBooks Data Files


Combining Financial Reports from

Multiple QuickBooks Data Files

• The detailed report grid includes:

 Type of report

 Date range

 Reporting basis

 Combined Entity

Name

 QuickBooks data files to include


Key Features Added to QuickBooks

Enterprise Solutions 8.0

• Advanced Inventory Management from Velocity

Inventory

• Included EDI Integration with TrueCommerce EDI

• Profitability, COGS, & Sales Dashboards from Intuit

Business Intelligence

• Run your Database Server on Linux

• Improved Start-up Performance

• Run Key Financial Reports Faster

• Google Maps and Directions

• Improved Outlook Integration

• Easier Data Import into Enterprise Solutions


Integrated Software Solutions

• Visit www.qbes.com/integratedsolutions to find software that integrates seamlessly with Enterprise Solutions

• Find a software solution that fits your specific industry or business need, including:

– Customer Relationship Management (CRM)

– Time & Project Tracking

–

Manufacturing

– Barcode Scanning

–

Human Resource Management

–

Document Management

– eCommerce Solutions

–

Electronic Data Interchange (EDI)


More QuickBooks Compatible Applications at the Solutions Marketplace http://marketplace.intuit.com

• Listed by industry (e.g., manufacturing)

• Listed by function (e.g., job floor control)

• Listed by developer name (e.g., Fishbowl)

• Search window available

• Summary of packages

• Contact information and websites


Full Service Plan –

Support & Upgrades Annual Subscription

First year subscription is included with software purchase.

Full Service Plan includes:

• All product upgrades

• Dedicated support team assigned during business hours

• Regular QuickBooks tech support available after hours 24/7

• “Solve each incident with one call”

• Call of any issue: from trouble printing checks to need assistance designing a report

• Online backup service: up to 10 GB of free online backup storage

• Annual renewal $750 (5 users), $1200 (10 users), $1600 (15 users), $2000 (20 users)*

*Pricing as of September 2007; subject to change.


What Enterprise Customers Are Saying

“QuickBooks Enterprise Solutions offered the best of both worlds – a comprehensive system that is both easy-touse and affordable.”

– Jon Elder, CFO, West Virginia High Tech Consortium Foundation

“It [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


The Next Step

• We have reviewed the system as it relates to your business

• We have discussed the features that help with scale and financial control

• We have discussed Intuit’s (and QuickBooks

Enterprise Solutions’) commitment to your success

• Where do we go from here?


QuickBooks Enterprise Solutions

QuickBooks

Enterprise Solutions 8.0

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