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Intuit QuickBooks Enterprise Solutions 10.0Powerful, easy to use accounting andbusiness management solutions for small andmid-sized @solutionresources.orgIntuit QuickBooks Enterprise Solutions

Midsized businesses need Multiple Users, More User Control & Access The users have more defined tasks so they needdiffering levels/rights of access to data Some users are not at the physical location so theyneed access from other locations The actions of the users need to be monitoredbetter with activity tracking (audit trail)Intuit QuickBooks Enterprise Solutions2

Product OverviewWhat it is: Enterprise Solutions is the most powerful QuickBooksproduct with the capacity, speed, and support for up to 30simultaneous users needed by growing businesses Includes all standard QuickBooks features – plus advancedfeatures such as multi-user mode, combine reports frommultiple company files, connecting via Windows TerminalServices, and advance control over user access Available in industry-specific editions for Contractors,Manufacturers and Wholesalers, Nonprofits, ProfessionalServices Firms, Retailers and Accounting ProfessionalsWho it’s for: Businesses using other „mid-market applications that are toodifficult to use or too expensive to maintain Current QuickBooks users outgrowing Pro or PremierIntuit QuickBooks Enterprise Solutions3

Legendary ease of use Enterprise Solutions is known for its very friendlyuser interface easy to do work, easy to navigate Get up and running in weeks not months Less learning/training curve with the intuitiveinterface Solution Resources has trained 100s of business likeyours Onsite or Online Training and SupportIntuit QuickBooks Enterprise Solutions4

Multiple Users, More User Control & Access Enterprise Solutions comes in increments of 5 and upto 30 users You can quickly & easily setup user permissions basedon thirteen standard user roles You can customize 100 permission preferences tomake user access more specific Remote access through Terminal Services Enhanced audit trail is on all the time, without aslowdown in performanceIntuit QuickBooks Enterprise Solutions5

Easily Setup and Maintain User AccessIntuit QuickBooks Enterprise Solutions6

Users List and User Roles Two tabs: User Listand Role List Users List is a list ofusers currentlyregistered Role List will help tojump-start the usersetup From this Role screen:– Add, edit, duplicate,or delete a user– View permissionsof a userIntuit QuickBooks Enterprise Solutions7

Set Up a New User with a Role Type the new user‟sname Add password andconfirm (highlyrecommended) Highlight role and click“Add” A user may have morethan one role (whichhappens in smallercompanies)Intuit QuickBooks Enterprise Solutions8

Editing a User Role is Easy The role is named anddefined The access is shownvisually on the left On the right the specificaccess is defined bycheckboxes Very easy to review andmaintainIntuit QuickBooks Enterprise Solutions9

Capacity for Names and Items Lists You can add hundreds of thousands of customers,vendors and employees and hundreds of thousandsof inventory, non-inventory and service items* If you need more, add-on packages are available tomanage larger lists Our CRM Package Developed for QuickBooksEnterprise*QuickBooks 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.Intuit QuickBooks Enterprise Solutions10

Using Windows Terminal Services Connects remote workers by allowing users outsideyour physical location to login to EnterpriseSolutions using an Internet web browser It has full password security and limited accessbased upon the user permissions you set up foreach user Installing Enterprise Solutions on a terminal serverversus multiple client computers can also help yourun Enterprise Solutions more efficiently and savemoney on IT related costs Experienced support engineers trained in EnterpriseSolutions can assist in setting this up for youIntuit QuickBooks Enterprise Solutions11

Advanced Inventory FunctionalityFeatures forpurchasing,production,and sales*Also in Pro/Premier (all)**Available with Intuit Warehouse Management ES.Purchasing Manufacturer‟sPart Number* Backorder onPurchase OrderProduction &Inventory Control Unit of MeasureConversion Bill of Materials:ability to track noninventory parts Multiple WarehouseLocation Tracking** Serial and LotTracking** Bar Coding**Sales Available to Promise Sales OrderFulfillmentWorksheet PricingEnhancements: EnhancedRoundingOptions* Bill of Materials:Ability to add noninventory part toCOGS. Multiple SO to INV Multiple Ship-To* Backorder onSO/INV Print Pick List/Packing Slip from SOIntuit QuickBooks Enterprise Solutions12

Backorder Column on PO, SO, INV Receive part of anorder Partially fulfill an order Track remainder untilcompletelyreceived/fulfilled On all order-relatedtransactionsIntuit QuickBooks Enterprise Solutions13

Available To PromiseIntuit QuickBooks Enterprise Solutions14

Sales Order Fulfillment WorksheetSort the orders toship using thecriteria that are mostimportant to you,such as: Oldest orders Largest shippable dollaramount Orders that can be filledcompletelyThe icons show thesales orders that are: Fully shippable Partially shippable NOT shippable all on one screenSee the detail onhighlighted salesordersAfter you select the orders to ship, you canprint Pick Lists, Packing Slips and Sales OrdersIntuit QuickBooks Enterprise Solutions15

Human Resource Management:Employee Organizer Track a variety ofemployee information Integrated to theQuickBookspayroll system Provides a variety ofmanagement reports Includes EmploymentLaw Update ServiceIntuit QuickBooks Enterprise Solutions16

Intuit Statement Writer Provides total control over financial statementpreparation Links your QuickBooks files with Microsoft Excel soyou can build and update professional statementsdirectly in QuickBooks* Manager-specific reports can be developed andmemorized without exporting to a spreadsheet (likeExcel, for example) Create Microsoft Word-based letters, cover pagesand documents in your report, and bringQuickBooks financial data into your documents** Requires Microsoft Office 2003 or greater, sold separately. Does not work with Microsoft Office Student Edition or Standard Edition.Intuit QuickBooks Enterprise Solutions17

Intuit Statement WriterA View of the Total ScreenIntuit QuickBooks Enterprise Solutions18

Intuit Statement WriterColumn and Row Properties ColumnProperties: fullcontrol overnaming Row Properties:full control overnaming, content,numbercharacteristicsIntuit QuickBooks Enterprise Solutions19

Intuit Statement WriterFull Control Over DatingIntuit QuickBooks Enterprise Solutions20

Financial Reports from MultipleEnterprise Solutions Data FilesIntuit QuickBooks Enterprise Solutions21

Combining Financial Reports fromMultiple Enterprise Solutions Data Files The detailed report gridincludes:– Type of report– Date range– Reporting basis– Combined Entity Name– QuickBooks data files toincludeIntuit QuickBooks Enterprise Solutions22

Key Features Added to EnterpriseSolutions 10.0 Redesigned Report Center helps you instantly find the reports you need Customize your Company Snapshot to see business data at a glance More custom fields with definable formats to improve input and reporting Change assembly components on the fly and print them with one click Attach electronic or scanned files to your QuickBooks records* Create professional financial reports with improved Intuit Statement Writer Add or edit multiple entries in QuickBooks lists from one spreadsheet view Give your forms a distinctive identity with FREE professional designs*Scanner not included. Only TWAIN compliant scanners supported. Maximum 100 MB per file. Total file storage 100MB or about 1,000 2-page PDFs.Intuit QuickBooks Enterprise Solutions23

Beyond Accounting Intuit‟s offers additional business solutions that work seamlessly withQuickBooks Enterprise Solutions to streamline additional businesstasksIntuit Payroll Complete your entire payroll in just a few clicks. Reduce your taxpenalty risk and complete your payroll faster with affordable,expert assistance. 813-269-0153 for assistanceIntuit Merchant Service for QuickBooks Take credit and debit cards right in your QuickBooks software, noneed to buy a terminal or extra software. Accept payments online,by phone, fax or email. Eliminate double data entry. Let SolutionResources show you how easy it is to reconcile with Intuit MerchantServicesIntuit Check Solution Reduce trips to the bank and eliminate manual accounting for checkpayments. Easily find payment records to respond faster with checkand remittance information archived in QuickBooks transactions.Intuit QuickBooks Enterprise Solutions

For More Specialized Needs Intuit Warehouse Management ES Provides multi-locationinventory tracking, bar code scanning, serial and lot tracking – OurStaff is Intuit Certified in Warehouse ManagementIntuit Field Service Management ES Provides real-time updatesfrom the field, efficient job Fiedl Service Management.Solution Resources, Inc Developed Apps and Interfaces Call 813-269-0153 to find additional apps that work with EnterpriseSolutions. We customize our already applications to work for yourcompany. Apps available for specific industry or business needs, including: Customer Relationship Management (CRM) eCommerce Solutions Manufacturing / ERP Human resource Management Time & Project Tracking Document ManagementIntuit QuickBooks Enterprise Solutions25

Full Service Plan –Support & Upgrades Annual SubscriptionCall us for Pricing – www.solutionresources.orgFirst year Full Service Plan subscription is included withEnterprise Solutions software purchase, and includes: All product upgradesUnlimited technical supportInteractive training tools to help you get up to speedOnline back-up service with up to 10 GB of free storageData protection services 2,200Annual Full Service Plan renewalfee: for 20 users 2,650 for 25 users 850 for 5 users 3,100 for 30 users 1,300 for 10 users 1,750 for 15 users*Pricing as of September 28, 2009; subject to change.Intuit QuickBooks Enterprise Solutions26

What Enterprise Customers Are Saying“QuickBooks Enterprise Solutions offered the best of bothworlds – a comprehensive system that is both easy-to-useand affordable.”– Jon Elder, CFO, West Virginia High Tech Consortium Foundation“[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 customerin mind we‟ve been very reticent in implementing it eventhough we‟ve spent 100,000 on the project so far ”– Kevin Grauman, Outsource GroupIntuit QuickBooks Enterprise Solutions27

The Next Step We have reviewed the system as it relates to yourbusiness We have discussed the features that help with scaleand financial control We have discussed Intuit‟s (and EnterpriseSolutions‟) commitment to your success Where do we go from here?Call us for al no obligation analysis813-269-0153Intuit QuickBooks Enterprise Solutions28

813-269-0153Tampa Bay’s Intuit Enterprise ExpertsStacy Y. Patrick, CPAManaging PartnerSandy RobertsonFounding PartnerTally VickoryData Consultant – Custom Developerwww.solutionresources.orgIntuit QuickBooks Enterprise Solutions29

Intuit QuickBooks Enterprise Solutions 26 Full Service Plan – Support & Upgrades Annual Subscription Call us for Pricing –www.solutionresources.org First year Full Service Plan subscription is included with Enterprise Solutions software purchase, and includes: All product upgrades Unlimited technical support