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Unlock the KnowledgeWhat makes Intuit Enterprise v10Unique?Brought to you by:Presented by:Stacy Y. Patrick, CPAAdvanced Certified QuickBooks ProAdvisorManaging PartnerIntuit QuickBooks Enterprise Solutions

Intuit QuickBooks Enterprise Solutions 10.0Powerful, easy to use accounting andbusiness management solutions for small andmid-sized companiesIntuit QuickBooks Enterprise Solutions

Session ObjectivesGain an understanding of theenhancements made in QuickBooks2010 including: New installation features Client Data Review Intuit Statement Writer Document Manager Add/edit Multiple List Entries Customization and moreIntuit QuickBooks Enterprise Solutions

Key Differences between QuickBooksEnterprise and Pro/Premier – The BasicsEnterpriseSolutionsPro/PremierFile SizeAverage is 100MB to 150 MBbut files couldbe 2GBSoftware maystart slowingdown at 100 MBNumber ofusersUp to 30Up to 5Number ofproducts andnames100,000 14,500 Intuit QuickBooks Enterprise Solutions4

Key Differences between QuickBooksEnterprise and Pro/Premier – The ations DataBaseServer Peer to peerNetworking Terminal Server Linux Server DataBaseServer Peer to peerNetworkingRuns on LinuxServer High quality Reliability Price Not availableIntuit QuickBooks Enterprise Solutions5

Key Differences between QuickBooksEnterprise and Pro/Premier – The tCombineReportsSpecific Editions Accountant Manufacturing &Wholesale Retail Balance Sheet Standard Balance Sheet Summary Profit & Loss Standard Statement of Cash flows Trial BalancePro/Premier Available onlyin Premier andin the sameeditions asEnterprise Not availableIntuit QuickBooks Enterprise Solutions6

Key Differences between QuickBooksEnterprise and Pro/Premier – The ngStay in touchwith otherscurrently usingthe softwareAvailable inPremier withMultiplelicensesFull servicePlanGreat Value(24/7 supportand upgrades)Not availableSecurityoptions115 Specificareas7 general areasIntuit QuickBooks Enterprise Solutions7

Midsized businesses need Multiple Users, More User Control & Accessand more tools for your business 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) Human Resource Management Employee Organizer available as an add-on Fixed Asset ManagerIntuit QuickBooks Enterprise Solutions8

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 isimportant because there is more at stake Software application may be very sophisticated andneed connectivityIntuit QuickBooks Enterprise Solutions9

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 Solutions10

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 intuitiveinterfaceIntuit QuickBooks Enterprise Solutions11

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 Solutions12

Easily Setup and Maintain User AccessIntuit QuickBooks Enterprise Solutions13

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 Solutions14

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 Solutions15

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 Solutions16

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*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 Solutions17

Special Features added to v10Make QBES more productive by enabling businesses to trackinformation and manage activities specific to their companyMore Custom Fields Increase the item max from 5 to 15, increase the namesmax from 7 to 12 for eachBetter Custom Fields Define the format of a custom field as text, numeric, date,phone number or multi choice dropdown Make a custom field „required‟ – information must beentered in order for a user to complete the transactionIntuit QuickBooks Enterprise Solutions18

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 Solutions19

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 Solutions20

Backorder Column on PO, SO, INV Receive part of anorder Partially fulfill an order Track remainder untilcompletelyreceived/fulfilled On all order-relatedtransactionsIntuit QuickBooks Enterprise Solutions21

Available To PromiseIntuit QuickBooks Enterprise Solutions22

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 Solutions23

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 Solutions24

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 Solutions25

Intuit Statement WriterA View of the Total ScreenIntuit QuickBooks Enterprise Solutions26

Intuit Statement WriterColumn and Row Properties ColumnProperties: fullcontrol overnaming Row Properties:full control overnaming, content,numbercharacteristicsIntuit QuickBooks Enterprise Solutions27

Intuit Statement WriterFull Control Over DatingIntuit QuickBooks Enterprise Solutions28

Financial Reports from MultipleEnterprise Solutions Data FilesIntuit QuickBooks Enterprise Solutions29

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 Solutions30

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 Solutions31

Beyond Accounting Intuit‟s offers additional business solutions that workseamlessly with QuickBooks Enterprise Solutions tostreamline additional business tasksIntuit Payroll Complete your entire payroll in just a few clicks. Reduce your taxpenalty risk and complete your payroll faster with affordable,expert assistance.Intuit 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.Intuit 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