Transcript 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)
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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
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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
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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.
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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
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Easily Setup and Maintain User Access
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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
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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)
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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
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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.
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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
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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.
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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
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Available To Promise
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Sales Order Fulfillment Worksheet
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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
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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
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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
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Financial Statement Designer
A View of the Total Screen
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Financial Statement Designer
Column and Row Properties
• Column Properties –
full control over naming
• Row Properties –
full control over
naming, content,
number characteristics
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Financial Statement Designer
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
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Financial Statement Designer
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!
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Financial Statement Designer
Full Control Over Dating
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Financial Reports from Multiple
QuickBooks Data Files
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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
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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
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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)
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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
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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.
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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
“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
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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?
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