Unlock the Knowledge. What makes Intuit Enterprise v10 Unique? Brought to you by: Intuit QuickBooks Enterprise Solutions

Transcription

1 Brought to you by: Unlock the Knowledge What makes Intuit Enterprise v10 Unique? Presented by: Stacy Y. Patrick, CPA Advanced Certified QuickBooks ProAdvisor Managing Partner Intuit QuickBooks Enterprise Solutions

2 Intuit QuickBooks Enterprise Solutions 10.0 Powerful, easy to use accounting and business management solutions for small and mid-sized companies Intuit QuickBooks Enterprise Solutions

3 Session Objectives Gain an understanding of the enhancements made in QuickBooks 2010 including: New installation features Client Data Review Intuit Statement Writer Document Manager Add/edit Multiple List Entries Customization and more Intuit QuickBooks Enterprise Solutions

4 Key Differences between QuickBooks Enterprise and Pro/Premier The Basics Enterprise Solutions File Size Average is 100 MB to 150 MB but files could be > 2GB Pro/Premier Software may start slowing down at 100+ MB Number of users Number of products and names Up to 30 Up to 5 100, ,500 + Intuit QuickBooks Enterprise Solutions 4

5 Key Differences between QuickBooks Enterprise and Pro/Premier The Basics Server Configurations Enterprise Solutions DataBase Server Peer to peer Networking Terminal Server Linux Server Pro/Premier DataBase Server Peer to peer Networking Runs on Linux Server High quality Reliability Price Not available Intuit QuickBooks Enterprise Solutions 5

6 Key Differences between QuickBooks Enterprise and Pro/Premier The Basics Sales Fullfillment Worksheet Enterprise Solutions Specific Editions Accountant Manufacturing & Wholesale Retail Pro/Premier Available only in Premier and in the same editions as Enterprise Combine Reports Balance Sheet Standard Balance Sheet Summary Profit & Loss Standard Statement of Cash flows Trial Balance Not available Intuit QuickBooks Enterprise Solutions 6

7 Key Differences between QuickBooks Enterprise and Pro/Premier The basics Instant Messaging Full service Plan Security options Enterprise Solutions Stay in touch with others currently using the software Great Value (24/7 support and upgrades) 115 Specific areas Pro/Premier Available in Premier with Multiple licenses Not available 7 general areas Intuit QuickBooks Enterprise Solutions 7

8 Midsized businesses need Multiple Users, More User Control & Access and more tools for your business 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) Human Resource Management Employee Organizer available as an add-on Fixed Asset Manager Intuit QuickBooks Enterprise Solutions 8

9 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 is important because there is more at stake Software application may be very sophisticated and need connectivity Intuit QuickBooks Enterprise Solutions 9

10 Product Overview What it is: 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 Intuit QuickBooks Enterprise Solutions 10

11 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 interface Intuit QuickBooks Enterprise Solutions 11

12 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 Intuit QuickBooks Enterprise Solutions 12

13 Easily Setup and Maintain User Access Intuit QuickBooks Enterprise Solutions 13

14 Users List and User Roles Two tabs: User List and Role List 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 View permissions of a user Intuit QuickBooks Enterprise Solutions 14

15 Set Up a New User with a Role Type the new user s name Add password and confirm (highly recommended) Highlight role and click Add A user may have more than one role (which happens in smaller companies) Intuit QuickBooks Enterprise Solutions 15

16 Editing a User Role is Easy The role is named and defined The access is shown visually on the left On the right the specific access is defined by checkboxes Very easy to review and maintain Intuit QuickBooks Enterprise Solutions 16

17 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 *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 Solutions 17

18 Special Features added to v10 Make QBES more productive by enabling businesses to track information and manage activities specific to their company More Custom Fields Increase the item max from 5 to 15, increase the names max from 7 to 12 for each Better 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 be entered in order for a user to complete the transaction Intuit QuickBooks Enterprise Solutions 18

19 Using Windows Terminal Services Connects remote workers by allowing users outside your physical location to login to Enterprise Solutions using an Internet web browser It has full password security and limited access based upon the user permissions you set up for each user Installing Enterprise Solutions on a terminal server versus multiple client computers can also help you run Enterprise Solutions more efficiently and save money on IT related costs Experienced support engineers trained in Enterprise Solutions can assist in setting this up for you Intuit QuickBooks Enterprise Solutions 19

20 Advanced Inventory Functionality Features for purchasing, production, and sales *Also in Pro/Premier (all) **Available with Intuit Warehouse Management ES. Purchasing Manufacturer s Part Number* Backorder on Purchase Order Production & Inventory Control Unit of Measure Conversion Bill of Materials: ability to track noninventory parts Multiple Warehouse Location Tracking** Serial and Lot Tracking** Bar Coding** Sales Available to Promise Sales Order Fulfillment Worksheet Pricing Enhancements: Enhanced Rounding Options* Bill of Materials: Ability to add noninventory part to COGS. Multiple SO to INV Multiple Ship-To* Backorder on SO/INV Print Pick List/ Packing Slip from SO Intuit QuickBooks Enterprise Solutions 20

21 Backorder Column on PO, SO, INV Receive part of an order Partially fulfill an order Track remainder until completely received/fulfilled On all order-related transactions Intuit QuickBooks Enterprise Solutions 21

22 Available To Promise Intuit QuickBooks Enterprise Solutions 22

23 Sales Order Fulfillment Worksheet Sort the orders to ship using the criteria that are most important to you, such as: Oldest orders Largest shippable dollar amount Orders that can be filled completely The icons show the sales orders that are: Fully shippable Partially shippable NOT shippable all on one screen See the detail on highlighted sales orders After you select the orders to ship, you can print Pick Lists, Packing Slips and Sales Orders Intuit QuickBooks Enterprise Solutions 23

24 Human Resource Management: Employee Organizer Track a variety of employee information Integrated to the QuickBooks payroll system Provides a variety of management reports Includes Employment Law Update Service Intuit QuickBooks Enterprise Solutions 24

25 Intuit Statement Writer Provides total control over financial statement preparation Links your QuickBooks files with Microsoft Excel so you can build and update professional statements directly in QuickBooks* Manager-specific reports can be developed and memorized without exporting to a spreadsheet (like Excel, for example) Create Microsoft Word-based letters, cover pages and documents in your report, and bring QuickBooks 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 Solutions 25

26 Intuit Statement Writer A View of the Total Screen Intuit QuickBooks Enterprise Solutions 26

27 Intuit Statement Writer Column and Row Properties Column Properties: full control over naming Row Properties: full control over naming, content, number characteristics Intuit QuickBooks Enterprise Solutions 27

28 Intuit Statement Writer Full Control Over Dating Intuit QuickBooks Enterprise Solutions 28

29 Financial Reports from Multiple Enterprise Solutions Data Files Intuit QuickBooks Enterprise Solutions 29

30 Combining Financial Reports from Multiple Enterprise Solutions Data Files The detailed report grid includes: Type of report Date range Reporting basis Combined Entity Name QuickBooks data files to include Intuit QuickBooks Enterprise Solutions 30

31 Key Features Added to Enterprise Solutions 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 Solutions 31

32 Beyond Accounting Intuit s offers additional business solutions that work seamlessly with QuickBooks Enterprise Solutions to streamline additional business tasks Intuit Payroll Complete your entire payroll in just a few clicks. Reduce your tax penalty 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, no need to buy a terminal or extra software. Accept payments online, by phone, fax or . Eliminate double data entry. Intuit Check Solution Reduce trips to the bank and eliminate manual accounting for check payments. Easily find payment records to respond faster with check and remittance information archived in QuickBooks transactions. Intuit QuickBooks Enterprise Solutions

33 For More Specialized Needs Intuit Warehouse Management ES Provides multi-location inventory tracking, bar code scanning, serial and lot tracking Intuit Field Service Management ES Provides real-time updates from the field, efficient job scheduling and on-the-spot invoicing Third Party Developed Apps Visit qbes.com/apps to find additional apps that work with Enterprise Solutions Apps available for specific industry or business needs, including: Customer Relationship Management (CRM) Manufacturing / ERP Time & Project Tracking ecommerce Solutions Human resource Management Document Management Intuit QuickBooks Enterprise Solutions 33

34 Full Service Plan Support & Upgrades Annual Subscription First year Full Service Plan subscription is included with Enterprise Solutions software purchase, and includes: All product upgrades Unlimited technical support Interactive training tools to help you get up to speed Online back-up service with up to 10 GB of free storage Data protection services Annual Full Service Plan renewal fee: $850 for 5 users $2,200 for 20 users $1,300 for 10 users $2,650 for 25 users $1,750 for 15 users $3,100 for 30 users *Pricing as of September 28, 2009; subject to change. Intuit QuickBooks Enterprise Solutions 34

35 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 [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 Intuit QuickBooks Enterprise Solutions 35

36 Thanks for Attending this Session! Please Remember: If you have questions, please contact us Intuit QuickBooks Enterprise Solutions