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 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 QuickBooks Enterprise Solutions Let’s Start with the Pretty Face • QuickBooks has been known for its very friendly user interface… easy to 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 / 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 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) 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 QuickBooks Enterprise Solutions 10 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 QuickBooks Enterprise Solutions 18 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 QuickBooks Enterprise Solutions 19 Financial Statement Designer A View of the Total Screen QuickBooks Enterprise Solutions 20 Financial Statement Designer Column and Row Properties • Column Properties – full control over naming • Row Properties – full control over naming, content, number characteristics QuickBooks Enterprise Solutions 21 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 QuickBooks Enterprise Solutions 22 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! QuickBooks Enterprise Solutions 23 Financial Statement Designer Full Control Over Dating QuickBooks Enterprise Solutions 24 Financial Reports from Multiple QuickBooks Data Files QuickBooks Enterprise Solutions 25 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 QuickBooks Enterprise Solutions 26 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 QuickBooks Enterprise Solutions 27 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) QuickBooks Enterprise Solutions 28 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 QuickBooks Enterprise Solutions 29 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 QuickBooks Enterprise Solutions 30 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 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 QuickBooks Enterprise Solutions 31 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 we go from here? 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