Intuit QuickBooks Enterprise Solutions

Intuit QuickBooks Enterprise Solutions 9.0

Providing leading edge, easy to use accounting and business management solutions

Intuit QuickBooks Enterprise Solutions 2

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)

Intuit QuickBooks Enterprise Solutions 3

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

Product Overview

• What it is: QuickBooks 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

4

Intuit QuickBooks Enterprise Solutions 5

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 6

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 7

Easily Setup and Maintain User Access

Intuit QuickBooks Enterprise Solutions 8

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 9

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 10

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 11

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

*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.

Intuit QuickBooks Enterprise Solutions 12

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

Intuit QuickBooks Enterprise Solutions 13

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)**Available with Intuit Warehouse Management ES. One seat license of Intuit Warehouse Management ES is available to all Enterprise Solutions customers with an active Full Service Plan. Monthly service fees apply for additional licenses.

Intuit QuickBooks Enterprise Solutions 14

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 15

Available To Promise

Intuit QuickBooks Enterprise Solutions 16

Sales Order Fulfillment Worksheet

Intuit QuickBooks Enterprise Solutions 17

Human Resource Management:Employee Organizer

• Track a variety of employee information

• Integrated to the QuickBookspayroll system

• Provides a variety of management reports

• Includes Employment Law Update Service

Intuit QuickBooks Enterprise Solutions 18

Intuit Statement Writer

• 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 feature-set looks like a spreadsheet

Intuit QuickBooks Enterprise Solutions 19

Intuit Statement WriterA View of the Total Screen

Intuit QuickBooks Enterprise Solutions 20

Intuit Statement WriterColumn and Row Properties

• Column Properties – full control over naming

• Row Properties – full control over naming, content, number characteristics

Intuit QuickBooks Enterprise Solutions 21

Intuit Statement WriterFull Control Over Dating

Intuit QuickBooks Enterprise Solutions 22

Financial Reports from Multiple Enterprise Solutions Data Files

Intuit QuickBooks Enterprise Solutions 23

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 24

Key Features Added to Enterprise Solutions 9.0

• Now available in 25 and 30 user versions• Online Banking • Multi-Currency Functionality • Company Snapshot • Intuit Statement Writer • Multi-User Backup and Performance Improvements • QuickBooks Instant Messenger

Intuit QuickBooks Enterprise Solutions 25

Integrated Software Solutions

• Visit marketplace.intuit.com 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

Intuit QuickBooks Enterprise Solutions 26

Full Service Plan – Support & Upgrades Annual Subscription

First year subscription is included with software purchase. Full Service Plan includes: All product upgrades Access to our most experienced support engineers trained in

Enterprise Solutions Interactive training kit to help you get up to speed Data protection services Online backup service: up to 10 GB of free online backup storage Annual renewal $750 (5 users), $1,200 (10 users), $1,600 (15

users), $2,000 (20 users), $2,400 (25 users), $2,800 (30 users)*

*Pricing as of September 2008; subject to change.

Intuit QuickBooks Enterprise Solutions 27

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

Intuit QuickBooks Enterprise Solutions 28

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?