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Quickbooks Enterprise Solutions

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This presentation has been developed with a number of animations. Each time you see a mouse icon in the Speaker Notes, advance the presentation by clicking the mouse or “page down” button on your keyboard and the presentation will animate as appropriate. Hello. I came out to see you today because I think it may be time to look at a better accounting and business management system for you. I am concerned that you get what you need not what a salesman wants to sell you. I am going to show you QuickBooks Enterprise Solutions since I think it may fit your needs and your budget. – PowerPoint PPT presentation

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Title: Quickbooks Enterprise Solutions


1
QuickBooks Enterprise Solutions 8.0Meeting
growing businesses distinctive wants with
QuickBooks legendary easy use
www.quickbooksaccounting.org
2
Small Midsized businesses needMultiple Users,
A lot of User Management Access
  • Multiple users bit finance and accounting as a
    business grows
  • The users have a lot of outlined tasks inorder
    that they would like differing levels/rights of
    access to information.
  • Some users dont seems to be at the physical
    location in order that they would like access
    from different locations.
  • The actions of the users must be monitored higher
    with activity pursuit (audit trail)

3
Midsized businesses need Performance
Scalability
  • Need to track higher volumes of shoppers,
    vendors, staff and products/services.
  • Need quick, granular access to info.
  • Specific news of economic info is vital as result
    of theres a lot of at stake.
  • Software application could also be terribly
    subtle and want property.

4
Product Overview
  • What it is
  • QuickBooks Enterprise Solutions is that the most
    powerful QuickBooks product with the capability,
    speed, and support for up to 20 synchronic users
    required by growing businesses
  • Includes all commonplace QuickBooks features
    and Enterprise-only features for monetary
    management, measurability, 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 its for
  • Businesses using different mid-market
    applications that are too tough to use or too
    high-priced to keep up.
  • Current QuickBooks users outgrowing professional
    or Premier.

5
Lets Start with the Good Face
  • QuickBooks has been well-known for its terribly
    friendly user interface simple to try and do
    work, straightforward to navigate.
  • Less learning/training curve with the intuitive
    interface .
  • Unlimited technical support is accessible 24/7 as
    a part of the complete Service arrange.
  • You also have a fanatical support team throughout
    commonplace business hours.

6
Multiple Users, More User Control Access
  • Enterprise Solutions comes in 5 / 10 / 15 / 20
    user choices.
  • You can quickly simply setup user permissions
    supported thirteen customary user roles
  • You can customise 100 permission preferences to
    create user access additionally more specific
  • Remote access through Terminal Services
  • Enhanced audit trail is on all the time, while
    not a retardation in performance

7
Easy to Setup and Maintain User Access
8
Users List and User Roles
  • Two tabs User List and Role List
  • Users List may be a list of users presently
    registered
  • Role List can facilitate 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 username
  • Add password and confirm (highly recommended)
  • Highlight role and click on Add
  • A user might have over one role (which happens
    in smaller companies)

10
Editing a User Role is Easy
  • The role is know as and outlined
  • The access is shown visually on the left
  • On the right the precise access is outlined by
    checkboxes
  • Very simple to review and maintain

11
Capacity for Names and Items Lists
  • You can add many thousands of clients, vendors
    and employees and hundreds of thousands of
    inventory, non-inventory and repair items
  • If you wish a lot of, add-on packages are out
    there 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 employees with Terminal Services
  • This allows for employees outside of your
    physical location to login as users for your
    business
  • It uses an Online Application Program
  • It has full word security and restricted access
    based mostly upon the user permissions you setup
    for every user
  • Your dedicate support team will 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) Requires Velocity
Inventory for QuickBooks Enterprise Solutions.
Additional fees apply for monthly subscription.
14
Backorder Column on PO, SO, INV
  • Receive a part of an order
  • Partially fulfill with an order
  • Track remainder till utterly received/fulfilled
  • On all order-related transactions

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

18
Intuit Business Intelligence
  • Profit and Loss Dashboard
  • Perform what if analysis to project profit and
    loss eventualities for your business
  • Profitability Dashboard
  • Get an an summary of sales, expense, and profit
    numbers for various time periods
  • Sales Dashboard
  • View Prime 10 customers, items and categories by
    total sales, open sales orders, and earnings
  • 3 licenses for Intuit Business Intelligence
    included with purchase of Enterprise Solutions

19
Financial Statement Designer
  • Provides total management over finances
    preparation
  • Manager-specific reports is developed and
    memorized while not exporting to a spreadsheet
    (like Excel, for example)
  • Quick learning time for users since the
    feature-set sounds looks like a spreadsheet

20
Financial Statement Designer A View of the Total
Screen
21
Financial Statement Designer Column and Row
Properties
  • Column Properties full management over naming
  • Row Properties full management over naming,
    content, variety characteristics

22
Financial Statement Designer Cell Properties
  • Cell Properties has total management over what
    goes into every cell
  • Cell Type
  • Dating, including date range
  • Filtering of data including class and customer/job

23
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!

24
Financial Statement Designer Full Control Over
Dating
25
Financial Reports from Multiple QuickBooks Data
Files
26
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

27
Key Features Added to QuickBooks Enterprise
Solutions 8.0
  • Advanced Inventory Management from
  • speed 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

28
Integrated Software Solutions
  • Visit www.qbes.com/integratedsolutions to search
    out software package that integrates seamlessly
    with Enterprise Solutions
  • Find a software package resolution that matches
    your specific business want, including
  • Customer Relationship Management (CRM)
  • Time Project following
  • Manufacturing
  • Barcode Scanning
  • Human Resource Management
  • Document Management
  • eCommerce Solutions
  • Electronic Data Interchange (EDI)

29
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

30
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 will be assigned during
    business hours
  • Regular QuickBooks tech support available after
    hours 24/7
  • Solve each incident with one call 1
    855-999-1904
  • 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 1750 (5 users), 3000 (10 users),
    4100 (15 users), 6000 (20 users)

Pricing as of September 2007 subject to change.
31
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

32
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 QuickBooks
    Enterprise Solutions) commitment to your success
  • Where do we go from here?
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