Intuit
®QuickBooks
®Enterprise Solutions 10.0
Powerful, easy to use accounting and
business management solutions for small and mid-sized companies
813-269-0153
[email protected]
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)
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
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
• Solution Resources has trained 100s of business like yours
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
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
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)
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
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
• Our CRM Package Developed for QuickBooks Enterprise
*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.
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
Advanced Inventory Functionality
Purchasing Inventory ControlProduction & Sales
•Manufacturer‟s Part Number* •Backorder on Purchase Order •Unit of Measure Conversion •Bill of Materials: ability to track non-inventory parts
•Multiple Warehouse Location Tracking**
•Serial and Lot Tracking** •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)
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
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
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 ServiceIntuit 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
Intuit Statement Writer
Intuit Statement Writer
Column and Row Properties
• Column
Properties: full control over naming
• Row Properties: full control over naming, content, number
Intuit Statement Writer
Full Control Over Dating
Financial Reports from Multiple
Enterprise Solutions Data Files
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
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
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. 813-269-0153 for 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 email. Eliminate double data entry. Let Solution Resources show you how easy it is to reconcile with Intuit Merchant Services
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.
For More Specialized Needs…
Intuit Warehouse Management ES Provides multi-location
inventory tracking, bar code scanning, serial and lot tracking – Our Staff is Intuit Certified in Warehouse Management
Intuit Field Service Management ES Provides real-time updates
from the field, efficient job Fiedl Service Management.
Solution Resources, Inc Developed Apps and Interfaces
• Call 813-269-0153 to find additional apps that work with Enterprise Solutions. We customize our already applications to work for your company.
• Apps available for specific industry or business needs, including:
eCommerce Solutions
Human resource Management Document Management
Customer Relationship Management (CRM) Manufacturing / ERP
Full Service Plan –
Support & Upgrades Annual Subscription
Call us for Pricing – www.solutionresources.org
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
• $1,300 for 10 users
• $1,750 for 15 users
*Pricing as of September 28, 2009; subject to change.
• $2,200 for 20 users
• $2,650 for 25 users
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…”
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 Enterprise Solutions‟) commitment to your success
• Where do we go from here?
Call us for al no obligation analysis 813-269-0153
