1 Getting Started Guide Includes all you need Includes all you need to know about Intuit to know about Intuit QuickBooks Enterprise QuickBooks Enterprise Solutions 12.0: Solutions 12.0: • Subscription details • Subscription details • Support • Support • Product features • Product features • Installation and • Installation and setup instructions setup instructions • Upgrader’s Guide • Upgrader’s Guide Intuit QuickBooks ® Enterprise Solutions 12.0
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Intuit QuickBooks Enterprise Solutionsintuitglobal.intuit.com/downloads/UK/QuickBooks...information, like your direct debit details. 5 Features Overview Intuit QuickBooks Enterprise
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1
Getting Started Guide
Includes all you need Includes all you need to know about Intuit to know about Intuit QuickBooks Enterprise QuickBooks Enterprise Solutions 12.0:Solutions 12.0:
• Freepasswordremovalservicewithaturnaroundtimeof 2 working days
Additional help and resources
• In-product: Get instant help right within QuickBooks. You can searchforanswersinQuickBooksHelp(availableundertheHelpmenu)
• FAQs and tutorials: Go to support.intuit.co.uk to search for answers to FAQs. Watch tutorials designed to help you get more familiar – and comfortable – with QuickBooks Enterprise Solutions
• Live Community: Ask and get answers to your questions from fellow QuickBooks users within your QuickBooks product
Company information changing?
Tohelpusserveyoubetter,pleasecall0808 234 5331 if you change
Features OverviewIntuit QuickBooks Enterprise Solutions is our most powerful QuickBooks ever. BuiltwithQuickBooks’legendaryeaseofuse,EnterpriseSolutionshasthecapability and flexibility to meet your business’s unique needs as it grows. For information about QuickBooks Enterprise Solutions features that aren’t includedintheGettingStartedGuide,visitquickbooks.co.uk/enterprise
Greater performance and capacityQuickBooksEnterpriseSolutionsisdesignedformultipleuserswithextradatacapacityandrobustfunctionality.
Advanced controls to help protect informationFlexibleadvanceduserpermissionsletyouprotectsensitivecompanyandcustomerdatainover100areasandactivities.Youcanassignusersaccessonlytotheinformationandtasksthattheyneedtodotheirjobs–andnothingmore.Controlwhatyouremployeescansee,createandmodifywith14pre-defineduserroles.
AccessorExcelorCrystalReports.To download an ODBC driver, visit support.intuit.co.uk/quickbooks
Detailed reports, data and analyticsCustomiseover135comprehensivebusinessreportsorbuildyourownreports.Choosefromstandardaccountingreports,includingProfitandLoss,BalanceSheet,StatementofCashFlowandSalesreports.
Track and manage your inventory costsApplydifferentunitsofmeasuretoyourpurchaseordersandsalesordersforthesameitem.Plus,helpfultoolslikeAvailabletoPromiseandtheSalesOrderFulfillmentWorksheetmaketrackingyourinventoryasseamlessandpainlessaspossible.
Server flexibilityQuickBooksEnterpriseSolutionsgivesyoutheflexibilitytorunyoursoftwareonaWindowsorLinuxserverenvironment.FormoreinformationonsettingupaLinuxserver,gotosupport.intuit.co.ukandsearchfor“Linux”.
• I’ll be using QuickBooks on this computer. IfyoudonotwantotherusersinyournetworktohaveaccesstotheQuickBookscompanyfilesonthiscomputer
• I’ll be using QuickBooks on this computer, AND I’ll be storing our company file here so it can be shared over our network. ToallowotherusersinyournetworkaccesstotheQuickBookscompanyfilesstoredonthiscomputer
• I will NOT be using QuickBooks on this computer. I will be storing our company file here so it can be shared over our network. IfusersonyournetworkwillrunQuickBooksontheircomputers,butupdatethecompanyfileonthedatabaseserveronly.UsethisadvancedoptiononlyifyourcompanyfilewillbelocatedonaseparatedatabaseserverwhereyouwillnotrunQuickBooks
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NoteNote If the installation program does not start If the installation program does not start automatically,gotoMyComputer,chooseyourdiskdriveautomatically,gotoMyComputer,chooseyourdiskdriveandopenSETUP.EXE.andopenSETUP.EXE.
Important During the installation process you will be asked whether you want to install Enterprise Solutions General BusinessorEnterpriseSolutionsProfessionalServices.
The only difference between these 2 editions is that ProfessionalServicescontainssomecustom-builtreportsthatyou can use:
• UnbilledExpensesbyProjectreport–seealistofexpenses that have not been billed to the customer onaspecificproject
• Billed/Unbilled Hours reports – see a list of the hours billed orunbilledagainstaspecificproject
Step 3: Setup and data conversionWhetheryou’renewtoQuickbooksEnterpriseSolutionsorupgradingfromapreviousversion,oneofoursupportagentsisavailabletohelpyougetsetup.
Important Enterprise Solutions saves company data in adifferentformatthanQuickBooks,allowingformoreefficientdataretrievalfromlargecompanyfiles.However,afteryouupgradeacompanyfiletoEnterpriseSolutions,you cannot open the converted file in QuickBooks SimpleStart,Pro,orPremier.Youroldcompanyfileisnotdeleted,soyoucanstillopenitinyourpreviousversionof QuickBooks.
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Upgrader’s GuideUpgrader’s Guide
IMPORTANTIMPORTANT
If you are upgrading from QuickBooks If you are upgrading from QuickBooks 2008orlater,youdonotneedto2008orlater,youdonotneedtoperform these steps. Simply open your perform these steps. Simply open your existing company file and QuickBooks existing company file and QuickBooks will upgrade your company information will upgrade your company information automatically. automatically.
If you are upgrading a company file If you are upgrading a company file that was saved in QuickBooks 2006that was saved in QuickBooks 2006orearlier,thereareadditionalstepsorearlier,thereareadditionalstepsyou must perform. Call support atyou must perform. Call support at08082345331ifyourequire08082345331ifyourequireassistance upgrading to QuickBooks assistance upgrading to QuickBooks Enterprise Solutions 12.0.Enterprise Solutions 12.0.
Upgrader’s Guide
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Upgrader’s Guide
Tip Your Quickbooks Enterprise Solutions consultant cantakeyouthroughthesesteps.Afterwards,readtheImportant differencessectionofthisUpgrader’sGuide,starting on page 20. The rest of this guide is provided forlaterreference,orifyouprefertoinstallQuickBooksEnterprise Solutions and upgrade your company file without the help of a support representative.
What company files can be upgraded?YoucanupgradecompanyfilesfromallearlierversionsofQuickBooksSimpleStart,Pro,andPremier.IfyourfileisfromQuickBooks2003orearlier,call0808 234 5331forassistancewithupgradingtoEnterpriseSolutions.
Important Enterprise Solutions saves company data in adifferentformatthanQuickBooks,allowingformoreefficientdataretrievalfromlargecompanyfiles.However,afteryouupgradeacompanyfiletoEnterpriseSolutions,you cannot open the converted file in QuickBooks SimpleStart,ProorPremier.Youroldcompanyfileisnotdeleted,soyoucanstillopenitinyourpreviousversionof QuickBooks.
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Upgrader’s GuideUpgrader’s Guide
Before you upgrade your company fileFind your last VAT return(s): LocatethelastVATreturnsthatyoufiledandhavethemwithyouwhenyoustarttheupgradeprocess.Youneedinformationfromthesereturnstoupgradeyourcompanydata.
Your payment details: LocatethepaymentorrefundinformationforyourlastVATpaymentincludinghowmuchwaspaidorreceivedandthedateforwhichitwaspaid.
Make a backup of your old company file(s): QuickBookspreventsyoufromoverwritingyouroriginalcompanyfileduringtheupgradeprocess.However,foraddedsafety,makeabackupbeforeyoustart.
Starting the upgrade process
Important If you are upgrading from QuickBooks 2006orearlier,theamountoftimeitwilltaketoupgradelargelydepends on the number of transactions in your company file. You can estimate the upgrade time based on the file size:
Important After you upgrade a company file to Enterprise Solutions,youcannot openitinQuickBooksSimpleStart,ProorPremier.Ifyou’reupgradingfromQuickBooks2006orearlier,youroldcompanyfileisnotdeleted,soyoucanstill open it in your previous version of QuickBooks.
When you attempt to launch any of the above features you’re asked for the date and amount of your last VAT payment (or refund), which completes the upgrade ofyour VAT data – please keep this information handy.Once QuickBooks has this information, you can accessall the VAT features without interruption.
Upgrader’s GuideUpgrader’s Guide
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What should I do with my old version of QuickBooks?
ToreturntotheUpgrade Centre atanytime,selectitfromtheCompany menu.Tasksrequiringyourattentionarehighlighted–justclickthebluelinktolaunchtheapplicabletool.Areasthatmightneedyourattentionare:
WhenyouclickAdjust for VAT overpayment or underpayment QuickBookslaunchestheResolveYourVATfeaturewhichwalksyouthroughavailableoptionstoreconcilethetotalunreportedVATamount.
Recreate custom form templates with the Template Wizard
ImprovementstoUnitsofMeasure,PriceLevels,andForeignSalesPricesaffectthetaxamountsonMemorisedTransactions.ClickReview changes to Memorised Transactions and Units of MeasuretoseetheQuickBooksUpgradeReport.Thereportshowstransactionsaffectedbythechange,thepreviousamountofthetransactionandthecurrentamountinyour12.0companyfile.
Important differences in QuickBooks Enterprise SolutionsThis section describes important differences between QuickBooks 2006 or earlier and QuickBooks Enterprise Solutions. For more information on usingfeaturesinQuickBooksEnterpriseSolutions12.0,gototheHelpmenu and select the Learning Centre.
1.Productupdatesandnewreleasesareprovidedwhenandifavailable.2.Paidmonthlysubscriptionrequiredto receive new releases. If you elect to discontinue your subscription, product, payroll and support servicesdiscontinuewithin30days.QuickBooksPayroll issuitableforcompanieswithupto99employees.3. Support hours: 8am to8pmGMT,Monday to Friday, excludingBankHolidays. Intuit reserves the right to limit eachtelephone contact. Supportavailability subject tooccasionaldowntime for systemsand servermaintenance.4.EnterpriseSolutionsallowsyoutoadduptoonemillionnames(e.g.,customers,vendors,employees)anduptoonemillionitems(e.g.,inventory,non-inventory,andserviceitems).Someperformancedegradationislikelyasyour lists approach these size thresholds.