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Midsized businesses need… Multiple Users, More User Control & Access

Intuit QuickBooks Enterprise Solutions 9.0 Providing leading edge, easy to use accounting and business management solutions. 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

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Midsized businesses need… Multiple Users, More User Control & Access

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  1. Intuit QuickBooks Enterprise Solutions 9.0Providing leading edge, easy to use accounting and business management 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)

  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

  4. 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

  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

  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

  7. Easily Setup and Maintain User Access

  8. 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 Users List and User Roles

  9. 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) Set Up a New User with a Role

  10. 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 Editing a User Role is Easy

  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.

  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 • Experienced support engineers trained in Enterprise Solutions can assist in setting this up for you

  13. Advanced Inventory Functionality Production & Inventory Control Purchasing Sales Features for purchasing, production, and 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 *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.

  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

  15. Available To Promise

  16. Sales Order Fulfillment Worksheet

  17. Track a variety of employee information Integrated to the QuickBookspayroll system Provides a variety of management reports Includes Employment Law Update Service Human Resource Management:Employee Organizer

  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

  19. Intuit Statement WriterA View of the Total Screen

  20. Column Properties – full control over naming Row Properties – full control over naming, content, number characteristics Intuit Statement WriterColumn and Row Properties

  21. Intuit Statement WriterFull Control Over Dating

  22. Financial Reports from Multiple Enterprise Solutions Data Files

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

  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

  25. Beyond Accounting… • Intuit’s new business solutions work seamlessly with QuickBooks Enterprise Solutions and enable you to move beyond accounting to streamline additional business tasks • Intuit Sales Management ES Enables you to capture, locate, and share the critical information they need to manage their sales pipeline • Intuit Warehouse Management ES Enables you to know what you have, where you have it, and how to get it to your customers • Intuit Field Service Management ES Enables you to synch your office and field services, streamlining your business operations

  26. 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

  27. 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.

  28. 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

  29. 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?

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