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Intuit QuickBooks Enterprise Solutions 9'0 Providing leading edge, easy to use accounting and busine

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... tasks so they need differing levels/rights of access to data ... Legendary ease of use. Enterprise Solutions is known for its very friendly user interface... – PowerPoint PPT presentation

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Title: Intuit QuickBooks Enterprise Solutions 9'0 Providing leading edge, easy to use accounting and busine


1
Intuit QuickBooks Enterprise Solutions
9.0Providing leading edge, easy to use
accounting and business management solutions
2
Midsized businesses needMultiple 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)

3
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

4
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 its 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

5
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

6
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

7
Easily Setup and Maintain User Access
8
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

9
Set Up a New User with a Role
  • Type the new users 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)

10
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

11
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

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.
12
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

13
Advanced Inventory Functionality
Production Inventory Control
Purchasing
Sales
Features for purchasing, production, and sales
  • Manufacturers Part Number
  • Backorder on Purchase Order
  • Unit of Measure Conversion
  • Bill of Materials ability to track non-inventory
    parts
  • New! Multiple Warehouse Location Tracking
  • New! Serial and Lot Tracking
  • New! 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

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.
14
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

15
Available To Promise
16
Sales Order Fulfillment Worksheet
17
Human Resource ManagementEmployee Organizer
  • Track a variety of employee information
  • Integrated to the QuickBookspayroll system
  • Provides a variety of management reports
  • Includes Employment Law Update Service

18
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
    feature-set looks like a spreadsheet

19
Intuit Statement WriterA View of the Total Screen
20
Intuit Statement WriterColumn and Row Properties
  • Column Properties full control over naming
  • Row Properties full control over naming,
    content, number characteristics

21
Intuit Statement WriterFull Control Over Dating
22
Financial Reports from Multiple Enterprise
Solutions Data Files
23
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

24
Key Features Added to Enterprise Solutions 9.0
  • 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

25
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

26
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.
27
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 cant do. Glenn
    Woodbury, Power and Control
  • Microsoft Great Plains is not designed with
    the customer in mind weve been very reticent in
    implementing it even though weve spent 100,000
    on the project so far Kevin Grauman,
    Outsource Group

28
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 Intuits (and Enterprise
    Solutions) commitment to your success
  • Where do we go from here?
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