notes to presenter: 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.
As you have seen, with your business growing, user access is a big thing for you. You have more people that need to get into your system to do work. Their jobs or tasks are more defined/specific, so it is really important that they only get access to the areas they need to do their jobs. I think you will also like the idea of having some people get into your system from outside the building. I will be more helpful to you, for sure. You will be more effective yourself as well as any of your workers who can do some things from home or on the road. I am also concerned that we will be able to track access in the system. The audit trail will report on activity in the system. It is ‘on’ all the time.
Beyond the need for more users, you need more of many other things: You have or will have more customers, more vendors, more items. You will want your information quicker and probably in more detail. There may be some existing software that drives your business, or some new software that will help drive your business. These software packages can probably be attached to Enterprise Solutions.
What it is: QuickBooks Enterprise Solutions is a financial and business management solution that offers the best QuickBooks performance, capacity, controls, reporting and support for up to 30 simultaneous users. For those familiar with QuickBooks, it includes all Premier Edition features-- as well as Enterprise only features. Industry-specific editions contain all of the above, including tools and reports specific to that industry. Who it’s for: Growing businesses being underserved by QuickBooks Pro or Premier (or Peachtree), or being over-served by other ‘mid-market’ financial systems (e.g. Microsoft Great Plains, Sage MAS 90). Good for Contractors, Manufacturers and Wholesalers, Nonprofits, Professional Services Firms and Retailers looking for industry-specific editions.
Enterprise Solutions looks exactly like regular QuickBooks. That’s the genius of Enterprise Solutions. If you are switching from another version of QuickBooks (e.g. Pro or Premier), upgrading is easy. If you are new to QuickBooks, then you will find it easy to learn and train your staff with the setup tools and easy user interface. If you have questions your support team is standing by for your question.
I am very concerned about having more people using your system. It is so important that we can determine precisely what each user has access to and what you want them to stay out of. You can start with the Preset User roles if you like. If you would like to do some modifications you can, or you can give a user more than one preset role. It all depends on your staffing and job duties. It is easy to review the access, user by user, and to make any changes necessary. You can get in through Terminal Services if outside of your building. Your dedicated support team can help you set this up. The audit trail runs much faster in this version, so you can leave it running all the time.
Here is the first step to doing user access work. From the main menu&gt;Company&gt;Users, and then either setup or View.
There are two tabs on this screen. The user list just tells you who you have already set up in your system. The Role List allows you to use the pre-set roles.
If you start with a new user, The first information is the user’s name. Then add a password. This is highly recommended so that you have better control over your system and there is less chance of anyone misusing another user’s access. What about the roles? Well, you can select as many as you want for a user. In a smaller business, some duties overlap onto one person, QBES allows you to add more than one role for a person.
After you have set up a user you must ALWAYS go into the permissions and review it. I have always found something that may need a change. This is very quick and easy. Look at the most sensitive areas first: that is always your biggest concern.
QuickBooks Pro and Premier have list limits of 14,500 names (customers, vendors and employees) and 14,500 items (inventory, non-inventory and service items). If customer needs more than 1 million names or items, then look to an add-on package that can manage the associated lists. Many times the vendor list is small, but the customers and/or the item list is very long. So look to a package that can manage the customer list and/or the item list outside of QuickBooks.
Terminal Services is a piece of software that comes with Microsoft Windows 2000 and 2003. It allows for a computer outside the business to access your company’s data files, such as QuickBooks Enterprise Solutions. It runs through an internet browser and has password security.
Advanced functionality that might be especially helpful for product-based companies For example, we know when you purchase items for your business, sometimes suppliers don’t have your full order in stock and will ship you a partial order. You can reflect this partial receipt with a Backorder Column on Purchase Orders. A similar scenario plays out in Sales – A Backorder Column is now available on Sales Orders/Invoices to accurately depict partial fulfillment to your customers. This eliminates a lot of scrambling to keep the books accurate and puts management in a much better position to make decisions about purchasing and order fulfillment.
Here is what the Backorder Column looks like on a Purchase Order: It looks similar – easy to read and to understand what transaction actually occurred – on your Sales Orders and Invoices. If you weren’t able to reflect staged fulfillment on your purchases or sales, you would get wide variances between QuickBooks and reality over time and many transactions.
Another great feature is the Available to Promise screen. Allows for the ability to check, at the click of a button and at the point where they need it most, the availability of any inventory item. From the Sales Order or Invoice screen, you can click a button that shows you the quantity on hand, the quantity currently claimed by other sales orders, and the quantity currently claimed by pending builds. You can then deduce the true quantity &quot;available to promise&quot; to the customer. If there isn&apos;t any on-hand, this feature also allows you the ability to open up related POs and Builds that will show when replenished inventory is anticipated.
Another inventory feature added that helps with the Sales process is the Sales Order Fulfillment Worksheet: As sales orders stack up, deciding which orders to fulfill first can be tricky for a business, particularly when there&apos;s a scarcity of inventory and the business has to pick and choose which to fill first, each of which has a deadline they&apos;re working against. The Sales Order Fulfillment Worksheet gives you the information needed to quickly assess which orders make the most sense to fulfill now. The worksheet presents critical info, like the customer name, the items ordered, the amount of the order, and whether or not the order can be fulfilled at current inventory levels. The worksheet also helps you to: -- Conduct what-if analysis to see how fulfilling a particular order will affect the company&apos;s ability to fulfill others. -- Track partially fulfilled orders by distinguishing partially fulfilled orders from all others. -- Sort the information in meaningful ways that assist in determining which orders to fulfill first. The worksheet also acts as a launching point for various fulfillment workflows, including invoicing and printing pick lists and packing slips.
More responsibility comes with more employees. The employee organizer is integrated to your payroll and accounting system. It has a set of management reports. There is also a service which allows for e-mail communication on a wide range of Employment Law topics.
The Intuit Statement Writer will open up a myriad options for developing reports that come from the general ledger.
Wow! It looks like Excel, only better!
Just remember it is not just What is in a row or a column but also Where is the row or column. I can remember a beautiful report one company had the Description column in the middle of the page. To the left of the Description was Last Year’s information and to the Right is This year’s information. This kind of thing can now be done in Enterprise Solutions.
Each report has a statement date, which can be a calendar month, or a user-defined date range. And there is control to prepare on a cash or accrual basis.
There may be a variety of reasons for this function to work well. A franchisee may have separate business units with separate QB files. A business owner may have a variety of businesses and wants a consolidated view across all businesses. There may be separate ownership for a variety of businesses, but centralized management. We are just going to have to think through your operation and see if it will be helpful.
This is how it is done. This is a simple report grid to use but is very complete as to options.
Run your shop more efficiently with integrated business software solutions for Enterprise Solutions. This online resource has industry-specific software which integrates seamlessly with Enterprise Solutions and helps streamline business operations. For example, for manufacturers we have add-ons like Velocity Inventory for more advanced inventory tracking. Created by independent developers with first-hand knowledge of your industry, these integrated software solutions help eliminate double data entry and save you time, so you can focus on more important things like managing and growing your business! Visit marketplace.intuit.com today.
The Full Service Plan is a very comprehensive service contract. There are dozens of technicians all housed in Arizona for this tech support. Everyone speaks good English, as their first language. It is included in the price the first year, after that, it is renewed each year at the current rate of $750 - $2800 (depending on 5, 10, 15, 20, 25, or 30 users). The Full Service Plan for QuickBooks Enterprise Solutions is good for 12 months from purchase. The Intuit support team is available weekdays from 4 A.M. - 7 P.M. Pacific time. Intuit reserves the right to limit each telephone contact to one hour and to one incident. Support availability subject to occasional downtime for systems and server maintenance, company events, observed U.S. holidays, and events beyond our controls. Terms, conditions, pricing, service offerings, and availability of the Full Service Plan are subject to change at any time without notice. U.S. only. Callback support; internet access required. See terms and conditions inside software.
So you have spent time, one-on-one with this end-user. All the key new features of QuickBooks has been discussed. Now, is the company ready to move forward, or is there a need to think about it more? What are the open questions, and how committed are YOU to getting this company onto Enterprise Solutions. You have just made an investment with your time. Please be sure you have a chance to get a return on that investment. What do they need: demo disk? White paper? Who is calling who? And When?
best small business accounting software
Intuit QuickBooks Enterprise Solutions
Enterprise Solutions 9.0
Providing leading edge, easy to use accounting and
business management solutions
Intuit QuickBooks Enterprise Solutions 2
Midsized businesses need…
Multiple 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)
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Midsized businesses need…
Performance & Scalability
• Need simultaneous access by multiple users
• Need ability to do business in multiple
• 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
Intuit QuickBooks Enterprise Solutions
• 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 it’s 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
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Legendary 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
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Multiple 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
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Easily Setup and Maintain User Access
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Users List and User Roles
• Two tabs: User List and
• 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
of a user
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Set Up a New User with a Role
• Type the new user’s name
• Add password and confirm
• Highlight role and click
• A user may have more
than one role (which
happens in smaller
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Editing a User Role is Easy
• The role is named and
• The access is shown
visually on the left
• On the right the specific
access is defined by
• Very easy to review and
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Capacity 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.
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Remote 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
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Advanced Inventory Functionality
• Manufacturer’s Part
• Backorder on
• Unit of Measure
• Bill of Materials:
ability to track non-
• New! Multiple
• New! Serial and Lot
• New! Bar Coding**
• Available to Promise
• Sales Order
• Bill of Materials:
Ability to add non-
inventory part to
• 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.
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Backorder Column on PO, SO, INV
• Receive part of an
• Partially fulfill an
• Track remainder until
• On all order-related
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Available To Promise
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Sales Order Fulfillment Worksheet
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Human Resource Management:
• Track a variety of
• Integrated to the
• Provides a variety of
• Includes Employment
Law Update Service
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Intuit Statement Writer
• Provides total control over financial statement
• 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
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Intuit Statement Writer
A View of the Total Screen
Intuit QuickBooks Enterprise Solutions 20
Intuit Statement Writer
Column and Row Properties
• Column Properties –
full control over naming
• Row Properties –
full control over
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Intuit Statement Writer
Full Control Over Dating
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Financial Reports from Multiple
Enterprise Solutions Data Files
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Combining Financial Reports from
Multiple Enterprise Solutions Data Files
• The detailed report
Type of report
QuickBooks data files
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Key Features Added to Enterprise
• 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
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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
– Barcode Scanning
– Human Resource Management
– Document Management
– eCommerce Solutions
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Full 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
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.
Intuit QuickBooks Enterprise Solutions 27
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
– Glenn Woodbury, Power and Control
“[Microsoft Great Plains] is not designed with the customer in mind…
we’ve been very reticent in implementing it even though we’ve spent
$100,000 on the project so far…”
– Kevin Grauman, Outsource Group
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The Next Step
• We have reviewed the system as it relates to
• We have discussed the features that help with
scale and financial control
• We have discussed Intuit’s (and Enterprise
Solutions’) commitment to your success
• Where do we go from here?