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QuickBooks EnterpriseSolutionsOverviewSeptember 2008Intuit Canada Limited P.O. Box 4182 Edmonton, AB T6E 4T2Copyright 2008 Intuit Inc. All rights reserved
Table of ContentsOVERVIEW. 4IS IT RIGHT FOR YOU?. 4KEY FEATURES & BENEFITS . 5Capacity, Speed and Users Growing Companies Need. 5Advanced Functionality to Support Business Growth . 5Advanced User Permissions . 5Support for Businesses with Multiple Locations. 8Always-on Audit Tracking . 9Financial Statement Designer . 10Home Page . 11Customer Centre . 13Vendor Centre . 15Employee Centre. 16Inventory Management . 17Sales Order Fulfillment . 17Unit of Measure Conversion . 18Available to Promise . 18Bill of Materials Cost Tracking. 19Backorder Functionality on Sales Orders and Invoices. 20Backorder Functionality on Purchase Orders . 22Multiple Sales Orders to a Single Invoice. 23Advanced Pricing Controls . 23Store Manufacturer’s Part Numbers on Items. 25Cost Management and Sales Management . 25Multiple Shipping Addresses per Customer . 27Large Bill of Materials Management – View, Print, Report . 28Flexibility to Work the Way You Want. 28Expandable to Meet Your Specialized Needs . 30Unlimited Free Support . 31ADVANCED MANAGEMENT REPORTING . 31Included EDI Integration with TrueCommerce . 31Run Your Database Server on Linux. 32Outlook Integration . 32Easy Data Import into Enterprise Solutions . 32INDUSTRY-SPECIFIC EDITIONS . 32Contractor Edition . 32The Job Costing Centre . 33Advanced Job Costing Tools. 33Change Order Functionality. 33Flexible Billing Rates. 3318 Additional Reports for Contractors. 33Contractor Chart of Accounts . 33Built-In Help & Tips from Industry Experts . 33Copyright 2008 Intuit Inc. All rights reserved2
QuickBooks Enterprise Solutions OverviewManufacturing & Wholesale Edition. 34Bill of Materials Cost Tracking. 34Available to Promise . 34Sales Order Fulfillment Feature . 34Create Sales Orders . 34Backorder tracking on Sales Orders, Purchase Orders and Invoices . 34Customize Price Levels . 34Multiple Shipping Addresses per Customer . 3510 Additional Reports for Manufacturers & Wholesalers . 35Manufacturing & Wholesale Chart of Accounts . 35Built-In Help & Tips from Industry Experts . 35Nonprofit Edition . 35Customized for Nonprofit Accounting . 35Streamline Fundraising Tasks. 36Flexible customization options . 36The Donor Centre. 368 Additional Reports for Nonprofits . 36Nonprofit Chart of Accounts . 36Built-In Help & Tips from Industry Experts . 36Professional Services Edition . 37Seamless Integration with Microsoft Word . 37Flexible Billing Rates. 3711 Additional Reports for Professional Services Providers. 37Professional Services Chart of Accounts . 37Built-In Help & Tips from Industry Experts . 37Retail Edition . 38Sales Summary Form . 38Custom Price Levels Feature . 3810 Additional Reports for Retailers . 38Retail Chart of Accounts . 38Built-In Help & Tips from Industry Experts . 39Accountant Edition. 39SYSTEM REQUIREMENTS. 39Copyright 2008 Intuit Inc. All rights reserved3
QuickBooks Enterprise Solutions OverviewOverviewAfter serving the needs of small businesses for over 10 years, Intuit identified a need to betterserve larger, growing businesses within and outside of the QuickBooks user base. QuickBooksEnterprise Solutions, the most powerful QuickBooks product, was designed specifically withthese businesses in mind and delivers the capabilities and flexibility to meet the unique needs ofgrowing businesses for less than other, more complicated accounting systems.If you are currently using QuickBooks and are growing, you may be starting to stretch yourcurrent product. However, you may not be interested in switching to new software because thecost of switching, including licenses, implementation, and retraining costs, can be very high. Forthese users, Enterprise Solutions offers an easy way to support your business growth with afamiliar QuickBooks interface. If you are currently not using QuickBooks, Enterprise Solutionsoffers an affordable, easy-to-use-and-maintain alternative to your current solution.Is It Right for You?Firmagraphics: Company has complex workflows which need to be automated with specialized software. Company has departments or employees specializing in functional areas such asaccounting, payroll, sales, purchasing, shipping and receiving. Larger small businesses and mid-size businesses defined by:o Greater number of employees (20 )o Higher revenues ( 1 MM)o More transactions with larger data file (often 70MB)o More than 1 location Experiencing or expecting high growth. Increasingly using other custom or business applications to run front end parts of thebusiness and have relegated QuickBooks (if using QuickBooks) to the “back-end”.Psychographics: Have aspirations of growth and success, and believe that the business is growing quickly.Believe your business has unique ways of operating and thus your financial and businessmanagement needs are unique. If currently using a QuickBooks product (e.g. QuickBooks Pro or Premier):o Feel that current QuickBooks product is not supporting the business’ growth andsee significant room for improvement in performance, controls and additionalsales and inventory functionality.o Reluctant to give up the ease of use and familiarity of QuickBooks.o Apprehensive about switching to a “full-blown mid-market package” that has“too much functionality,” is “too hard to learn or require retraining” or is “tooexpensive” for your needs. If currently not using a QuickBooks product, and considering switching from acompetitive product:o Often are “over-served” by current product.o Feel that current product is not easy to use, is too costly in terms of license fees,maintenance, upgrade/installation time, and is difficult to train employees on.Copyright 2008 Intuit Inc. All rights reserved4
QuickBooks Enterprise Solutions OverviewKEY FEATURES & BENEFITSCapacity, Speed and Number of Users Growing Companies NeedQuickBooks Enterprise Solutions is the fastest and most scalable QuickBooks product to supportthe needs of growing businesses.QuickBooks Enterprise Solutions is available in 5-user, 10-user, 15-user and 20-user licensepacks, allowing businesses to scale from 5 to 20 users as they grow.QuickBooks Enterprise Solutions offers the most capacity of any QuickBooks product, allowingusers to add and track hundreds of thousands of items, customers or vendors.1Built with a powerful industry-standard SQL database to scale as your business grows.Advanced Functionality to Support Business GrowthAdvanced User PermissionsQuickBooks Enterprise Solutions’s advanced permissions enable users to apply more granularuser permissions to activities within all areas of QuickBooks by assigning distinct user accesslevels including view-only, create, modify, delete, and print.Enterprise Solutions enables permission c
QuickBooks Enterprise Solutions is available in 5-user, 10-user, 15-user and 20-user license packs, allowing businesses to scale from 5 to 20 users as they grow. QuickBooks Enterprise Solutions offers the most capacity of any QuickBooks product, allowing users to add and track hundreds of thousands of items, customers or vendors. 1
