Unlock the Knowledge - Intuit QuickBooks Solution Provider v10.pdf · “QuickBooks Enterprise Solutions offered the best of both worlds –a comprehensive system that is both easy-to-use

Intuit QuickBooks Enterprise Solutions

Presented by:

Stacy Y. Patrick, CPA

Advanced Certified QuickBooks ProAdvisor

Managing Partner

Brought to you by:

Unlock the Knowledge

What makes Intuit Enterprise v10 Unique?


Intuit ® QuickBooks®

Enterprise Solutions 10.0

Powerful, easy to use accounting and business management solutions for small and mid-sized companies


Session Objectives

3

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 4

Key Differences between QuickBooks Enterprise and Pro/Premier – The Basics

Enterprise Solutions Pro/Premier

File Size Average is 100MB 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 +




Server Configurations

•DataBaseServer

•Peer to peer Networking

•Terminal Server•Linux Server

•DataBaseServer

•Peer to peer Networking

Runs on Linux Server

•High quality•Reliability

•Price

•Not available




Sales FullfillmentWorksheet

Specific Editions•Accountant

•Manufacturing & Wholesale

•Retail

•Available only in Premier and

in the same editions as Enterprise

Combine Reports

•Balance Sheet Standard•Balance Sheet Summary•Profit & Loss Standard•Statement of Cash flows•Trial Balance

•Not available


Key Differences between QuickBooks Enterprise and Pro/Premier – The basics


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


Midsized businesses need…Multiple Users, More User Control & Accessand 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


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


Product Overview

What it is:

• Enterprise Solutions is the most powerful QuickBooks product with the capacity, speed, and support for up to 30simultaneous 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

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


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


Easily Setup and Maintain User Access


Users List and User Roles

• Two tabs: User Listand 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, 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.


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

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


Advanced Inventory Functionality

Purchasing

Production &Inventory Control Sales

• Manufacturer‟s Part Number*

• Backorder on Purchase Order

• Unit of Measure Conversion

• Bill of Materials: ability to track non-inventory parts

• Multiple Warehouse Location Tracking**

• Serial and Lot Tracking**

• Bar Coding**

• Available to Promise

• Sales Order Fulfillment Worksheet

• Pricing Enhancements:

• Enhanced Rounding Options*

• Bill of Materials: Ability to add non-inventory part to COGS.

• Multiple SO to INV

• Multiple Ship-To*

• Backorder on SO/INV

• Print Pick List/ Packing Slip from SO

Features for purchasing, production, and sales

*Also in Pro/Premier (all)**Available with Intuit Warehouse Management ES.


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

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


Human Resource Management:Employee Organizer

• Track a variety of employee information

• Integrated to the QuickBookspayroll system

• Provides a variety of management reports

• Includes Employment Law Update Service


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 Statement WriterA View of the Total Screen


Intuit Statement WriterColumn and Row Properties

• Column Properties: full control over naming

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


Intuit Statement WriterFull Control Over Dating


Financial Reports from Multiple Enterprise Solutions Data Files


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


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.


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.


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:

eCommerce Solutions Human resource Management Document Management

Customer Relationship Management (CRM) Manufacturing / ERP Time & Project Tracking


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

• $1,300 for 10 users

• $1,750 for 15 users

*Pricing as of September 28, 2009; subject to change.

• $2,200 for 20 users

• $2,650 for 25 users

• $3,100 for 30 users


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


Thanks for Attending this Session!

Please Remember:

If you have questions, please contact us.www.solutionresources.org

813-269-0153

http://www.solutionresources.org/

Unlock the Knowledge - Intuit QuickBooks Solution Provider v10.pdf · “QuickBooks Enterprise Solutions offered the best of both worlds –a comprehensive system that is both easy-to-use

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