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Quickbooks enterprise edition
- 1. QuickBooks Enterprise Solutions 8.0 Meeting growing businesses’ distinctive wants with QuickBooks legendary easy use Call +1(855)999-1904 for help www.quickbooksaccounting.org
- 2. QuickBooks Enterprise Solutions Small & Midsized businesses need… Multiple Users, A lot of User Management & Access Multiple users bit finance and accounting as a business grows The users have a lot of outlined tasks inorder that they would like differing levels/rights of access to information. Some users don’t seems to be at the physical location in order that they would like access from different locations. The actions of the users must be monitored higher with activity pursuit (audit trail) +1(855)999-1904
- 3. QuickBooks Enterprise Solutions Midsized businesses need… Performance & Scalability Need to track higher volumes of shoppers, vendors, staff and products/services. Need quick, granular access to info. Specific news of economic info is vital as result of there’s a lot of at stake. Software application could also be terribly subtle and want property. +1(855)999-1904
- 4. QuickBooks Enterprise Solutions Product Overview What it is: QuickBooks Enterprise Solutions is that the most powerful QuickBooks product with the capability, speed, and support for up to 20 synchronic users required by growing businesses Includes all commonplace QuickBooks features – and Enterprise- only features for monetary management, measurability, advanced inventory management and business analysis Available in industry-specific editions for Contractors, Manufacturers and Wholesalers, Nonprofits, Professional Services Firms, Retailers and Accounting Professionals Who it’s for: Businesses using different ‘mid-market’ applications that are too tough to use or too high-priced to keep up. Current QuickBooks users outgrowing professional or Premier. +1(855)999-1904
- 5. QuickBooks Enterprise Solutions Let’s Start with the Good Face QuickBooks has been well-known for its terribly friendly user interface… simple to try and do work, straightforward to navigate. Less learning/training curve with the intuitive interface . Unlimited technical support is accessible 24/7 as a part of the complete Service arrange. You also have a fanatical support team throughout commonplace business hours. +1(855)999-1904
- 6. QuickBooks Enterprise Solutions Multiple Users, More User Control & Access Enterprise Solutions comes in 5 / 10 / 15 / 20 user choices. You can quickly & simply setup user permissions supported thirteen customary user roles You can customise 100+ permission preferences to create user access additionally more specific Remote access through Terminal Services Enhanced audit trail is on all the time, while not a retardation in performance +1(855)999-1904
- 7. QuickBooks Enterprise Solutions Easy to Setup and Maintain User Access +1(855)999-1904
- 8. QuickBooks Enterprise Solutions Users List and User Roles Two tabs: User List and Role List Users List may be a list of users presently registered Role List can facilitate to jump-start the user setup From this Role screen: Add, edit, duplicate, or delete a user View permissions of a user +1(855)999-1904
- 9. QuickBooks Enterprise Solutions Set Up a New User with a Role Type the new username Add password and confirm (highly recommended) Highlight role and click on “Add” A user might have over one role (which happens in smaller companies) +1(855)999-1904
- 10. QuickBooks Enterprise Solutions Editing a User Role is Easy The role is know as and outlined The access is shown visually on the left On the right the precise access is outlined by checkboxes Very simple to review and maintain +1(855)999-1904
- 11. QuickBooks Enterprise Solutions Capacity for Names and Items Lists You can add many thousands of clients, vendors and employees and hundreds of thousands of inventory, non- inventory and repair items* If you wish a lot of, add-on packages are out there 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. +1(855)999-1904
- 12. QuickBooks Enterprise Solutions Remote Access using Terminal Services Connect remote employees with Terminal Services This allows for employees outside of your physical location to login as users for your business It uses an Online Application Programme It has full word security and restricted access based mostly upon the user permissions you setup for every user Your dedicate support team will assist in setting this up for you +1(855)999-1904
- 13. QuickBooks Enterprise Solutions Advanced Inventory Functionality Purchasing Production & Inventory Control Sales • Manufacturer’s Part Number* • Backorder on Purchase Order • Unit of Measure Conversion • Bill of Materials: ability to track non- inventory parts • New! Multiple Warehouse Location Tracking** • New! Serial and Lot Tracking** • New! Bar Coding** • Available to Promise • Sales Order Fulfillment Worksheet • Pricing Enhancements: • Enhanced Rounding Options* • Bill of Materials: Ability to add non- inventory part to COGS. • Multiple SO to INV • Multiple Ship-To* • Backorder on SO/INV • Print Pick List/ Packing Slip from SO Features for purchasing, production, and sales *Also in Pro/Premier (all) **Requires Velocity Inventory for QuickBooks Enterprise Solutions. Additional fees apply for monthly subscription. +1(855)999-1904
- 14. QuickBooks Enterprise Solutions Backorder Column on PO, SO, INV Receive a part of an order Partially fulfill with an order Track remainder till utterly received/fulfilled On all order-related transactions +1(855)999-1904
- 15. QuickBooks Enterprise Solutions Available To Promise +1(855)999-1904
- 16. QuickBooks Enterprise Solutions Sales Order Fulfillment Worksheet +1(855)999-1904
- 17. QuickBooks Enterprise Solutions Human Resource Management: Employee Organizer Track a range of employee data Integrated to the QuickBooks payroll system Provides a range of management reports Includes Employment Law Update Service +1(855)999-1904
- 18. QuickBooks Enterprise Solutions Intuit Business Intelligence Profit and Loss Dashboard Perform ‘what if’ analysis to project profit and loss eventualities for your business Profitability Dashboard Get an an summary of sales, expense, and profit numbers for various time periods Sales Dashboard View Prime 10 customers, items and categories by total sales, open sales orders, and earnings 3 licenses for Intuit Business Intelligence included with purchase of Enterprise Solutions +1(855)999-1904
- 19. QuickBooks Enterprise Solutions Financial Statement Designer Provides total management over finances preparation Manager-specific reports is developed and memorized while not exporting to a spreadsheet (like Excel, for example) Quick learning time for users since the feature-set sounds looks like a spreadsheet +1(855)999-1904
- 20. QuickBooks Enterprise Solutions Financial Statement Designer A View of the Total Screen +1(855)999-1904
- 21. QuickBooks Enterprise Solutions Financial Statement Designer Column and Row Properties Column Properties – full management over naming Row Properties – full management over naming, content, variety characteristics +1(855)999-1904
- 22. QuickBooks Enterprise Solutions Financial Statement Designer Cell Properties Cell Properties has total management over what goes into every cell Cell Type Dating, including date range Filtering of data including class and customer/job +1(855)999-1904
- 23. QuickBooks Enterprise Solutions Financial Statement Designer Statement Properties The Statement Properties has five types: Balance Sheet Income Statement Cash Flow Statement Ratios Retained Earnings Custom – if you really want a challenge! +1(855)999-1904
- 24. QuickBooks Enterprise Solutions Financial Statement Designer Full Control Over Dating +1(855)999-1904
- 25. QuickBooks Enterprise Solutions Financial Reports from Multiple QuickBooks Data Files +1(855)999-1904
- 26. QuickBooks Enterprise Solutions Combining Financial Reports from Multiple QuickBooks Data Files The detailed report grid includes: Type of report Date range Reporting basis Combined Entity Name QuickBooks data files to include +1(855)999-1904
- 27. QuickBooks Enterprise Solutions Key Features Added to QuickBooks Enterprise Solutions 8.0 Advanced Inventory Management from speed Inventory Included EDI Integration with TrueCommerce EDI Profitability, COGS, & Sales Dashboards from Intuit Business Intelligence Run your Database Server on Linux Improved Start-up Performance Run Key Financial Reports Faster Google Maps and Directions Improved Outlook Integration Easier Data Import into Enterprise Solutions +1(855)999-1904
- 28. QuickBooks Enterprise Solutions Integrated Software Solutions Visit www.qbes.com/integratedsolutions to search out software package that integrates seamlessly with Enterprise Solutions Find a software package resolution that matches your specific business want, including: Customer Relationship Management (CRM) Time & Project following Manufacturing Barcode Scanning Human Resource Management Document Management eCommerce Solutions Electronic Data Interchange (EDI) +1(855)999-1904
- 29. QuickBooks Enterprise Solutions http://marketplace.intuit.com Listed by industry (e.g., manufacturing) Listed by function (e.g., job floor control) Listed by developer name (e.g., Fishbowl) Search window available Summary of packages Contact information and websites More QuickBooks Compatible Applications at the Solutions Marketplace +1(855)999-1904
- 30. QuickBooks Enterprise Solutions Full Service Plan – Support & Upgrades Annual Subscription First year subscription is included with software purchase. Full Service Plan includes: All product upgrades Dedicated support team will be assigned during business hours Regular QuickBooks tech support available after hours 24/7 “Solve each incident with one call +1 855-999-1904 ” Call of any issue: from trouble printing checks to need assistance designing a report Online backup service: up to 10 GB of free online backup storage Annual renewal $1750 (5 users), $3000 (10 users), $4100 (15 users), $6000 (20 users)* *Pricing as of September 2007; subject to change. +1(855)999-1904
- 31. QuickBooks Enterprise Solutions 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 can’t do.” – 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 +1(855)999-1904
- 32. QuickBooks Enterprise Solutions The Next Step We have reviewed the system as it relates to your business We have discussed the features that help with scale and financial control We have discussed Intuit’s (and QuickBooks Enterprise Solutions’) commitment to your success Where do we go from here? +1(855)999-1904
Editor's Notes
- 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 20 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 dedicated support team is standing by for your question. There also is unlimited tech support available 24/7, which is a huge cost savings.
- 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>Company>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.
- Version 8.0 added some great new features to give you advanced inventory control and tracking. These features can be categorized into the different processes we know are important for product-based businesses. 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 "available to promise" to the customer. If there isn'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's a scarcity of inventory and the business has to pick and choose which to fill first, each of which has a deadline they'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'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.
- Intuit’s new Business Intelligence application powered by Business Objects lets officers/executive of the company quickly assess your business performance without having to access QuickBooks. You can view trends and accurately analyze sales, expenses and profitability data to monitor business progress and gain insight into future performance. It’s a web-based application, so you can access the reports any time, any where there’s an Internet connection. Profit and Loss Dashboard See what’s really affecting the bottom line with the P&L “What If” dashboard. Using last year’s numbers as a baseline, you can build projections that accurately reflect revenue and expense relationships and help provide different profit and loss scenarios for your business. Profitability Dashboard Get an overview of sales (invoiced and open orders), expense (fixed and COGS), and profit numbers for different time periods. You can compare actual data with budgets, evaluate yearly performance and view business trends. Sales Dashboard Find out what your key sales drivers are and where your money is coming from. Get the ability to view the top ten customers, items and classes by total sales, open sales orders, and gross profit. You can also view these lists for the current month, quarter or year to date; also view for last or current fiscal year.
- The Financial Statement Designer 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.
- The cells can have a whole bunch of information including some filtering.
- The statement properties establish the type of report it is: a standard GAAP presentation or even a Custom arrangement. And ratios as well. The ratios are always very, very helpful but very time consuming to produce without a tool like the Financial Statement Designer.
- 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 www.qbes.com/integratedsolutions today.
- There are even more (~400) QuickBooks compatible software solutions available on the QuickBooks Solutions Marketplace. Visit http://marketplace.intuit.com and search for solutions by industry, task/function, or developer name.
- 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 - $2000 (depending on 5, 10, 15, or 20 users) Techs are available all day, every day. During the normal workday, your company will be assigned a tech team to work with your company. That team will become familiar with your company operations. Their approach is to solve each incident with one phone call. If you have a third party product, then there is no finger pointing, the third party product tech support is conferenced in to the call to help solve the problem. Anything is fair game: from new users with “which button to push” to report writing and system maintenance.
- 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?