QuickBooks

Enterprise Solutions 8.0

Meeting growing businesses unique needs with
QuickBooks legendary ease of use

Midsized businesses need

Multiple Users, More User Control & Access
Multiple users touch finance and accounting as
a business grows
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)

QuickBooks Enterprise Solutions

Midsized businesses need

Performance & Scalability
Need to track higher volumes of customers,
vendors, employees and products/services
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

QuickBooks Enterprise Solutions

Product Overview
What it is:
QuickBooks Enterprise Solutions is the most powerful QuickBooks

product with the capacity, speed, and support for up to 20

simultaneous users needed by growing businesses
Includes all standard QuickBooks features plus Enterprise-only
features for financial control, scalability, 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 its 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

QuickBooks Enterprise Solutions

Lets Start with the Pretty Face

QuickBooks has been known for its very
friendly user interface easy to do work,
easy to navigate
Less learning/training curve with the intuitive
interface
Unlimited technical support is available 24/7 as part of the Full

Service Plan.
You also have a dedicated support team during standard
business hours.

QuickBooks Enterprise Solutions

Multiple Users, More User Control & Access

Enterprise Solutions comes in 5 / 10 / 15 / 20
user options
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
QuickBooks Enterprise Solutions

Easily Setup and Maintain User Access

QuickBooks Enterprise Solutions

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

QuickBooks Enterprise Solutions

Set Up a New User with a Role

Type the new users 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)

QuickBooks Enterprise Solutions

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

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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, noninventory 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

Features for
purchasing,
production,
and sales

Purchasing
Manufacturers Part
Number*
Backorder on
Purchase Order

Production &
Inventory Control
Unit of Measure
Conversion
Bill of Materials:
ability to track noninventory parts
New! Multiple
Warehouse Location
Tracking**
New! Serial and Lot
Tracking**
New! 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

*Also in Pro/Premier (all)

**Requires Velocity Inventory for QuickBooks Enterprise Solutions. Additional fees apply for monthly subscription.

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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

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Available To Promise

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Sales Order Fulfillment Worksheet

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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

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Intuit Business Intelligence

Profit and Loss Dashboard
Perform what if analysis to project profit and loss scenarios for

your business

Profitability Dashboard
Get an overview of sales, expense, and profit numbers for

different time periods

Sales Dashboard
View top ten customers, items and classes by total sales, open

sales orders, and gross profit

Three licenses for Intuit Business Intelligence

included with purchase of Enterprise Solutions
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Financial Statement Designer

Provides total control over financial statement
preparation
Manager-specific reports can be developed
and memorized without exporting to a
spreadsheet (like Excel, for example)
Quick learning time for users since the featureset looks like a spreadsheet

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Financial Statement Designer

A View of the Total Screen

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Financial Statement Designer

Column and Row Properties
Column Properties
full control over naming
Row Properties
full control over
naming, content,
number characteristics

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Financial Statement Designer

Cell Properties
Cell Properties has
total control over
what goes into each
cell
Cell Type
Dating, including date

range
Filtering of data
including class and
customer/job

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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!
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Financial Statement Designer

Full Control Over Dating

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Financial Reports from Multiple

QuickBooks Data Files

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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

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Key Features Added to QuickBooks

Enterprise Solutions 8.0
Advanced Inventory Management from Velocity
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
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Integrated Software Solutions

Visit www.qbes.com/integratedsolutions 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
Manufacturing
Barcode Scanning
Human Resource Management
Document Management
eCommerce Solutions
Electronic Data Interchange (EDI)

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More QuickBooks Compatible Applications

at the Solutions Marketplace
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
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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
Dedicated support team assigned during business hours
Regular QuickBooks tech support available after hours 24/7
Solve each incident with one call
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 $750 (5 users), $1200 (10 users), $1600 (15
users), $2000 (20 users)*
*Pricing as of September 2007; subject to change.

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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
cant do.
Glenn Woodbury, Power and Control
[Microsoft Great Plains] is not designed with the customer in mind
weve been very reticent in implementing it even though weve 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
your business
We have discussed the features that help with
scale and financial control
We have discussed Intuits (and QuickBooks
Enterprise Solutions) commitment to your
success
Where do we go from here?
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