Transcript QuickBooks Enterprise Solutions

Intuit QuickBooks
Enterprise Solutions 9.0
Providing leading edge, easy to use accounting and
business management solutions
Intuit QuickBooks Enterprise Solutions
Midsized businesses need…
Multiple Users, More User Control & Access
• 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 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
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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 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
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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
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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
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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)
**Available with Intuit Warehouse Management ES. One seat license of Intuit Warehouse Management ES is available to
all Enterprise Solutions customers with an active Full Service Plan. Monthly service fees apply for additional licenses.
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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 Statement Writer
• 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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Intuit Statement Writer
A View of the Total Screen
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Intuit Statement Writer
Column and Row Properties
• Column Properties –
full control over naming
• Row Properties –
full control over
naming, content,
number characteristics
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Intuit Statement Writer
Full Control Over Dating
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Financial Reports from Multiple
Enterprise Solutions Data Files
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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
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Key Features Added to Enterprise
Solutions 9.0
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Now available in 25 and 30 user versions
Online Banking
Multi-Currency Functionality
Company Snapshot
Intuit Statement Writer
Multi-User Backup and Performance Improvements
QuickBooks Instant Messenger
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Integrated Software Solutions
• Visit marketplace.intuit.com 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
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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
 Access to our most experienced support engineers trained in
Enterprise Solutions
 Interactive training kit to help you get up to speed
 Data protection services
 Online backup service: up to 10 GB of free online backup storage
 Annual renewal $750 (5 users), $1,200 (10 users), $1,600 (15
users), $2,000 (20 users), $2,400 (25 users), $2,800 (30 users)*
*Pricing as of September 2008; 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 Enterprise
Solutions’) commitment to your success
• Where do we go from here?
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