Title: Intuit QuickBooks Enterprise Solutions 9.0 Providing leading edge, easy to use accounting and business management solutions
1Intuit QuickBooks Enterprise Solutions
9.0Providing leading edge, easy to use
accounting and business management solutions
2Midsized 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)
3Midsized 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
4Product 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
5Legendary 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
6Multiple 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
7Easily Setup and Maintain User Access
8Users 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
9Set 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)
10Editing 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
11Capacity 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.
12Remote 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
13Advanced 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.
14Backorder 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
15Available To Promise
16Sales Order Fulfillment Worksheet
17Human 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
18Intuit 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
19Intuit Statement WriterA View of the Total Screen
20Intuit Statement WriterColumn and Row Properties
- Column Properties full control over naming
- Row Properties full control over naming,
content, number characteristics
21Intuit Statement WriterFull Control Over Dating
22Financial Reports from Multiple Enterprise
Solutions Data Files
23Combining 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
24Key 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
26Full 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.
27What 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
28The 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?