Qbesv5 Peer Presentation

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This is presentation from Quickbooks. It highlights the features of QBooks Enterprise Edition. People looking for an ideal fiancial system solution for their organizations can view and assess this software

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Qbesv5 Peer Presentation

  1. 1. QuickBooks Enterprise Solutions
  2. 2. What Do Bigger Businesses Need? More Users, Access, and Control <ul><li>More users touch finance and accounting as a business grows </li></ul><ul><li>The users are more specific so they need access rights </li></ul><ul><li>Some users are not at the physical location so they need remote access </li></ul><ul><li>The actions of the users need to be monitored better with an audit trail </li></ul>
  3. 3. What Do Bigger Businesses Need? More of Everything and Faster <ul><li>There are more customers, vendors, employees and products/services. </li></ul><ul><li>Need quicker and more granular access to information. </li></ul><ul><li>Reporting of financial information is more important because there is more at stake. </li></ul><ul><li>Software application may be more sophisticated and need connectivity. </li></ul>
  4. 4. What Do Accountants Need to Help Bigger Businesses? <ul><li>Better tools to develop financial statements and other reports. </li></ul><ul><li>More efficient way of managing routine accounting chores like posting final AJEs. </li></ul><ul><li>Confidence that users are granted job-specific access and a way of ensuring and auditing this access. </li></ul><ul><li>Ability to search for information in client data. </li></ul>
  5. 5. QuickBooks Enterprise Solutions: The only solution for growing small businesses <ul><li>As customers grow, their needs become more complex… </li></ul>INCREASING COMPLEXITY Likely to have multiple, full offices Often have multiple locations Rarely have more than one location Single location Just starting out, feel cash flow pain Other Characteristics Formal departments, accounting leader or controller hired Employees start to segment by expertise; may have a controller Employees are all generalists No employees Organizational Structure COMPLEX SPECIALIZED SMALL CENTRALIZED EXTREMELY SIMPLE
  6. 6. What Do Accountants Need to Help Bigger Businesses? <ul><li>Confidence that the system is capable of supporting the size of data of the client. </li></ul><ul><li>Confidence that the features correctly match the needs of the client’s business. </li></ul><ul><li>Confidence that the software maker stands behind their product. </li></ul><ul><li>Confidence that there is an expert to diagnose and assist my client with any questions they may have: any time, any day. </li></ul>
  7. 7. Let’s Start with the Pretty Face <ul><li>QuickBooks has been known for its very friendly user interface. Easy to do work, easy to navigate. </li></ul><ul><li>QBES has the same user interface which makes upgrading from other QuickBooks virtually transparent for users. </li></ul><ul><li>If new to QBES, then training is a breeze, and your QBES support technician is always there (24/7). </li></ul>
  8. 8. More Than a Pretty Face Key Features New to QBES 5.0 <ul><li>Up to 10 Simultaneous Users </li></ul><ul><li>User Preferences and Roles </li></ul><ul><li>Improved audit trail </li></ul><ul><li>Remote Access using Terminal Services </li></ul><ul><li>Employee Organizer </li></ul><ul><li>Twice the count for Customers, Vendors, Items </li></ul><ul><li>Enhanced Search Feature </li></ul><ul><li>SDK and the IDN </li></ul><ul><li>Working Trial Balance </li></ul><ul><li>Financial Statement Designer </li></ul><ul><li>Consolidated financial reports from multiple QuickBooks data files </li></ul><ul><li>24/7 tech support – always there to help you </li></ul>
  9. 9. More Users, Access Control and Audit Trail <ul><li>QBES comes in five-user or ten-user versions </li></ul><ul><li>There are 13 standard user roles for quick setup of users </li></ul><ul><li>It has over one hundred user preferences to make access more specific </li></ul><ul><li>Remote access through Terminal Services </li></ul><ul><li>Enhanced audit trail so it can be on all the time </li></ul>
  10. 10. Easy Access to the User Setup and Maintenance
  11. 11. Users List and User Roles <ul><li>Two tabs: User List and Role List </li></ul><ul><li>Users is a list of users </li></ul><ul><li>Roles will help to jump- start the user setup </li></ul><ul><li>From this Role screen: </li></ul><ul><ul><li>Add, edit, duplicate, or delete a user </li></ul></ul><ul><ul><li>View permissions of a user </li></ul></ul>
  12. 12. Set up a New User with A Role <ul><li>Type the new user’s name </li></ul><ul><li>Add password and confirm (highly recommended) </li></ul><ul><li>Highlight role and click “Add” </li></ul><ul><li>A user may have more than one role (which happens in smaller companies) </li></ul>
  13. 13. Editing a User Role is Easy <ul><li>The role is named and defined </li></ul><ul><li>The access is shown visually on the left </li></ul><ul><li>On the right the specific access is defined by checkboxes </li></ul><ul><li>Very easy to review and maintain </li></ul>
  14. 14. Remote Access Using Terminal Services <ul><li>Connect remote workers with Terminal Services </li></ul><ul><li>This allows for workers outside of your physical location to login as users for your business. </li></ul><ul><li>It uses an internet web browser. </li></ul><ul><li>It has full password security and the limited access based upon the user access you set up for each user. </li></ul><ul><li>Your QBES Support Technician can assist in setting this up for you. </li></ul>
  15. 15. Employee Organizer <ul><li>Track a variety of employee information </li></ul><ul><li>Integrated to the payroll system </li></ul><ul><li>Provides a variety management reports </li></ul><ul><li>Includes Employment Law Update Service </li></ul>
  16. 16. Twice the Count for Customers, Vendors and Items <ul><li>The total number of names, which includes Customer, vendors and employees, is now 29,000. </li></ul><ul><li>The Total number of items, which includes inventory, non-inventory, and service items is another 29,000. </li></ul><ul><li>If you need more, then look to an add-on package to manage bigger numbers. </li></ul>
  17. 17. Enhanced Search Feature <ul><li>Search feature can now search through lists of customers, vendors and items. </li></ul><ul><li>Each list has its unique set of searchable fields. </li></ul><ul><li>A subsequent search can be made from the results of the previous search, not starting from scratch. </li></ul><ul><li>A special search bar makes this happen. </li></ul>
  18. 18. Enhanced Search Feature: For Customer Searches
  19. 19. Enhanced Search Feature: For Vendor Searches
  20. 20. Enhanced Search Feature: For Items (Products and Services)
  21. 21. Working Trial Balance Window Navigation to Get to It
  22. 22. Working Trial Balance Full Screen
  23. 23. Making Adjusting Journals
  24. 24. After AJE Posted
  25. 25. Financial Statement Designer <ul><li>Provides total control over financial statement preparation. </li></ul><ul><li>Manager-specific reports can be developed and memorized without exporting to Excel. </li></ul><ul><li>Quick learning time for users since the feature-set looks like Excel. </li></ul>
  26. 26. Financial Statement Designer A View of the Total Screen
  27. 27. Financial Statement Designer Column and Row Properties <ul><li>Column Properties – full control over naming </li></ul><ul><li>Row Properties – full control over naming, content, and number characteristics </li></ul>
  28. 28. <ul><li>Cell Properties has total control over what goes into each cell. </li></ul><ul><ul><li>Cell Type </li></ul></ul><ul><ul><li>Dating, including date range </li></ul></ul><ul><ul><li>Filtering of data including class and customer/job </li></ul></ul>Financial Statement Designer Cell Properties
  29. 29. Financial Statement Designer Statement Properties <ul><li>The Statement Properties has five types: </li></ul><ul><ul><li>Balance Sheet </li></ul></ul><ul><ul><li>Income Statement </li></ul></ul><ul><ul><li>Cash Flow Statement </li></ul></ul><ul><ul><li>Ratios </li></ul></ul><ul><ul><li>Retained Earnings </li></ul></ul><ul><ul><li>Custom – if you really want a challenge! </li></ul></ul>
  30. 30. Financial Statement Designer Full Control over Dating
  31. 31. Financial Reports from Multiple QuickBooks Data Files
  32. 32. Financial Reports from Multiple QuickBooks Data Files <ul><li>The detailed report grid includes: </li></ul><ul><ul><li>Type of report </li></ul></ul><ul><ul><li>Date range </li></ul></ul><ul><ul><li>Reporting basis </li></ul></ul><ul><ul><li>Combined Entity Name </li></ul></ul><ul><ul><li>QB data files to include </li></ul></ul>
  33. 33. SDK and IDN Let’s Start with Definitions <ul><li>SDK stands for “Software Developer Kit” It provides a list of all the accessible fields in the software (QuickBooks) and the way they are stored. </li></ul><ul><li>IDN stands for “Intuit Developer Network” which is a group of programmers across the United States who have worked with the SDK to develop solutions that add onto QuickBooks to address unique business needs. </li></ul>
  34. 34. SDK and IDN: Where to find them on the Web <ul><li>The SDK is downloadable for anyone from the Intuit website. </li></ul><ul><ul><li>http://developer.intuit.com/QuickBooksSDK/ </li></ul></ul><ul><ul><li>Great for users to know what makes QuickBooks “tick”. </li></ul></ul><ul><ul><li>Generally not for non-programmers to use. </li></ul></ul><ul><li>The IDN can be found at the Intuit website. </li></ul><ul><ul><li>http://developer.intuit.com/ </li></ul></ul><ul><ul><li>It lists Applications already developed. </li></ul></ul><ul><ul><li>It lists developers who can help do projects. </li></ul></ul>
  35. 35. Examples of SDK Projects <ul><li>Convert data from an old system </li></ul><ul><li>Develop interface to connect to vertical-specific software (either existing or new) </li></ul><ul><li>Cleanup data, when old data from old QuickBooks was not well maintained </li></ul><ul><li>Develop report set outside of QuickBooks for more sophisticated management reporting </li></ul>
  36. 36. Add-on Software for Vertical Specific Needs <ul><li>Listed by industry (i.e., manufacturing) </li></ul><ul><li>Listed by function (i.e., job floor control) </li></ul><ul><li>Listed by developer name </li></ul><ul><li>Search window available </li></ul><ul><li>Summary of packages </li></ul><ul><li>Contact information and websites </li></ul>
  37. 37. Support Contract <ul><li>One year at a time </li></ul><ul><li>Included in first year for free </li></ul><ul><li>Annual renewal $750 </li></ul><ul><li>Includes all upgrades </li></ul><ul><li>Includes 24/7 tech support </li></ul><ul><li>During 8 hour workday – same tech assigned </li></ul><ul><li>“ Solve each incident with one call” </li></ul><ul><li>Call of any issue: from trouble printing checks to needing assistance designing a report… call for anything! </li></ul>
  38. 38. What Enterprise Customers are Saying <ul><li>“ 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 </li></ul><ul><li>“ It [Enterprise Solutions] allows us to do things even $100,000 software can’t do.” – Glenn Woodbury, Power and Control </li></ul><ul><li>“ [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 </li></ul>
  39. 39. The Next Step <ul><li>We have reviewed the system as it may relate to your various clients. </li></ul><ul><li>We have discussed the features that will take you to “the next level.” </li></ul><ul><li>We have discussed the QBES commitment to your success. </li></ul><ul><li>Now it is up to you to see if any of your clients may be able to make use of QBES. </li></ul>

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