QuickBooks

Access industry specific report templates created by other QuickBooks users. Quickly find the report you need, with results displayed by your industry, user rating and report popularity. Click to populate the report with your business data.

The Company Snapshot helps you stay on top of your business from a single screen, with data presented just the way you want it. Choose at-a-glance reports that are most crucial for managing your business. Report options include yearly expense and income comparison, detailed expense and income breakdown, and a top customer list.

Use any of Enterprise Solutions’ 138+ standard reports, such as Profit and Loss, Forecast vs. Actual Budget, Statement of Cash Flows, A/R Aging Detail and Customer Average Days to Pay, to get real-time visibility into your business performance. You can easily customize these standard reports to your needs and memorize your changes for future use. You can also export your data to Microsoft Excel to conduct your own specific analyses.

If your company operates from multiple locations, save time and avoid errors by consolidating financial reports in one easy step. No manual calculations or mistakes. Just choose a report: Balance Sheet, Profit & Loss, Profit & Loss by Class, Statement of Cash Flows, Trial Balance, or Sales by Customer Summary. Select the data files to draw from, and Enterprise Solutions creates a Microsoft Excel spreadsheet with a column for each location, and a column that totals them all.

Easily create professional financial statements with the Intuit Statement Writer, a $150 value included at no additional cost. Intuit Statement Writer links your QuickBooks Enterprise Solutions files with Microsoft® Excel so you can build and update professional statements. Create Microsoft Word-based reports and documents, create up to 16 statements within a single Microsoft Excel workbook, and send consolidated reports in PDF format. Plus, documents and statements can be saved as a custom report template for easy reuse.

Export your QuickBooks data to a new or existing Excel spreadsheet. No retyping! Excel automatically applies existing formulas to the new data. Use the export feature to quickly make global changes, such as updating telephone area codes, then import the data back into QuickBooks. Efficiently add groups of new vendors or customers to QuickBooks by importing them in one easy step.

For more advanced reporting needs, you can create custom reports with ODBC-compliant applications by connecting directly to the QuickBooks database for maximum flexibility in report design.

The Collections Center helps you quickly identify overdue and almost due invoices and email collection notices in a few steps.

Record bills as they arrive — QuickBooks alerts you when they’re due. No more worrying about late fees and finance charges. When it’s time to pay your invoices, simply click a button to turn each bill entry into a check. Enterprise Solutions lets you print checks one-at-a-time or in batches.

Download transactions from more than 500 financial institutions right into Enterprise Solutions. No errors. No typing. Now you can enter downloaded transactions in as little as one click. Associate downloaded payees to existing names in your Enterprise Solutions lists, and Enterprise Solutions standardizes the downloaded entries, helping to ensure “clean” lists and accurate reports.

Track fixed assets such as computers and other office equipment with our Fixed Asset Manager. Track each purchase from acquisition to disposition, and automatically calculate depreciation for up to six asset bases, including federal, state, book, and AMT (Alternative Minimum Tax).

Enterprise Solutions tracks your income, expenses, sales tax and payroll while you record transactions so you’re ready for taxes anytime. Let your accountant work directly in a copy of your Enterprise Solutions file, or generate any needed reports and e-mail them as PDF files.

Get every deduction you’re entitled to without spending your time sorting receipts or adding up totals. Enterprise Solutions tracks your income and expenses and organizes them by tax category automatically as you record sales, write checks and pay employees. Enterprise Solutions tax alerts can remind you of quarterly and monthly tax deadlines, so you never have to worry about late-payment penalties. You can report your taxable income and expenses any time, at a moment’s notice.

Maintain reliable inventory counts even when a single order is delivered in multiple shipments. Apply item receipts or bills for each partial shipment received against the original purchase order.

Give your business room to grow with the capacity to add and track hundreds of thousands of inventory, non-inventory, or service items. That’s more than six times the capacity of any other QuickBooks product.

With the built-in inventory stock status report you can check your inventory needs instantly and reorder as needed. See quantities on-hand, on sales order and on purchase order for each item. Set reorder points based on inventory levels and get automatic alerts to help you keep up with demand.

Change quantity and item components on the fly to make substitutions or accommodate special customer requests. Add custom fields, such as serial or lot numbers, to track builds more closely than ever before. Plus print your build assembly with the click of a button and see the quantities needed to accurately build a job.

Save time by entering and editing your item information in bulk from one spreadsheet view. You can even copy and paste data from other spreadsheets.

Use custom fields to capture, track and report on the unique item information you need. Set custom fields to accept certain formats such as date, phone number, or select from list to reduce data input errors and improve the quality of your data output. Plus use advanced filtering and sorting to run reports on the custom field information you care about.

Create Bills of Materials (“BOMs”) or “kits” to track the costs and inventory with the Build Assemblies feature and track assembled products more accurately. Include both material and non-material costs – such as labor and overhead — and see how many finished goods you can build based on your current inventory. As you build finished goods, Enterprise Solutions automatically deducts component items from your inventory and alerts you when it’s time to re-order, or when there aren’t enough components for an assembly.

You may buy the same item in one unit of measure, stock it in another, and sell it in yet another. Enterprise Solutions can automate the conversion from one unit of measure to another as the item moves through your business, helping you avoid costly mistakes. With a click, you can instantly convert from cases to pallets, or whatever units of measure you define. The correct units are then printed on invoices, purchase orders, sales orders, pick lists, and packing slips to help streamline your workflows and enable you to easily buy and sell products in precisely the way your vendors and customers prefer.

The Available to Promise feature puts important inventory data on one simple screen. Easily drill down to see details on which customers have ordered the product, or view open purchase orders that have been placed with vendors.

The Sales Order Fulfillment Worksheet shows all your open sales orders on one simple screen. Sort open sales orders by date, by shippable dollar amount, or by customer with one click. Customize whether you want to allow partial shipments, or only complete orders. Select the orders you want to ship, then instantly batch print pick lists, packing slips, or invoices.

Easily see backordered items on purchase orders, invoices and other sales forms. Enterprise Solutions makes it easy to know exactly what still needs to be shipped and what you are still expecting from vendors.

Ship faster with fewer errors and schedule pickups and track shipments – directly from Enterprise Solutions. Use the customer address information on your sales receipts or invoices to pre-fill FedEx and UPS shipping labels, complete with tracking numbers and bar codes. Multi-parcel shipping lets you easily print labels and ship multiple packages from single shipment orders. Enterprise Solutions also offers thermal printer support (Zebra 2844)

Print custom–designed forms to improve your in–shop processes for handling returns, non–conforming and damaged goods, and physical inventory counts. With tools like End–to–end Returned Materials Authorization (RMA) tracking, Non-conforming Materials Worksheet, and Damaged Goods Log can help you make sure nothing falls through the cracks.

Increase efficiency and reliability for all inventory data entry by scanning items and serial numbers without touching a keyboard — QuickBooks automatically puts the information into the right field. If you don’t have barcodes, QuickBooks will create them for you. Integrates with any simple USB barcode scanner.

Now you have the flexibility to work in FIFO costing in addition to average costing for tracking inventory. Easily switch between costing methods whenever you want.

Conveniently track serial numbers or lot numbers right inside QuickBooks.

• Enter serial numbers and lots at the time of purchase, transfer, or sale – this means no extra data entry is required for reliable tracking.
• With the new recall report, you can track defective lots through assemblies and subassemblies, in stock on shelves, and customer purchases.

For each location, you can see how many items are on hand, on sales order, on purchase order, and your reorder point… and QuickBooks will automatically calculate which items you need to restock.

If one location is running low on inventory, you can transfer stock from another location to meet demand without delay.

In addition to tracking inventory in multiple warehouses, you can track it in different staging areas within a single warehouse, on service trucks, and on consignment. You can even track imported goods ‘on the water’.

Advanced Inventory is built right inside Enterprise Solutions with the same user interface, so you don’t have to install, learn and use separate software. Your inventory data is tracked automatically from your QuickBooks invoices, sales orders and purchase orders.

Track and follow up on sales leads in the new QuickBooks Lead Center. Easily import existing leads. When your lead becomes a customer, move the lead’s contact information into the Customer Center with one click.

Set a default percentage or dollar amount markup for your items. When costs change, choose to increase sales prices by your markup amount, or have QuickBooks automatically make the changes for you.

Now you can add up to 750 different prices in the price level list.

Give your business room to grow with the capacity to add and track hundreds of thousands of customers, vendors and employees. That’s more than six times the capacity of any other QuickBooks product.

The Customer Center puts all your important customer details in one simple screen. See all your customers, exactly what they owe, and view the entire transaction history (estimates, invoices, received payments, and more). Filter by active customers, open balance or invoice, received payments, or create a custom filter.

The Customer Snapshot gives you a consolidated view so you can assess at a glance each customer’s purchase history, outstanding balance, and other key metrics so you can make timely decisions on customer requests.

Save time by entering and editing your customer information in bulk from one spreadsheet view. You can even copy and paste data from other spreadsheets.

Use custom fields to capture, track and report on the unique customer information you need. Set custom fields to accept certain formats such as date, phone number, or select from list to reduce data input errors and improve the quality of your data output. Plus use advanced filtering and sorting to run reports on the custom field information you care about.

Create estimates, invoices and sales orders in seconds and email them to your customers right from Enterprise Solutions. Enterprise Solutions simplifies your workflow. You can duplicate and edit previous estimates to save time over creating new ones from scratch. You can instantly turn estimates into invoices and convert sales orders into purchase orders or work orders for your production floor.

When you are invoicing many customers for the same service, you’ll be able to save the time previously spent on creating individual invoices by using QuickBooks’ new batch invoicing capabilities.

Ensure that your invoices and other forms get the attention they deserve. Access FREE professional designs that you can customize for your business. Create a distinctive look and apply it across all your invoices, statements and other forms all at once.

Apply and calculate foreign currencies automatically on sales transactions, such as sales orders and invoices, so you can do business with your international customers more easily.

Fine-tune your pricing structure for up to 100 types of customers or programs. Link a price level to any customer and Enterprise Solutions automatically applies the correct discount to estimates and invoices.

Service related businesses will benefit from the ability to bill out employees at different rates. You can vary rates by client and service, for even more flexibility. After you’ve set up your rate levels, Enterprise Solutions applies the right rates to estimates and invoices automatically.

Store multiple email addresses and an unlimited number of shipping addresses per customer to make tasks like shipping and invoicing easier than ever before. You can set company–wide default “copy” (cc) and “blind copy” (bcc) email addresses to pre–populate for each customer.

Enterprise Solutions automatically tracks every invoice until it’s paid. Payments and credits can be applied to one invoice or several in a few simple steps. Track and apply sales tax and non–taxable sales automatically on every invoice, sales order and receipt.

Stock status reports show you which items you need to reorder. Simply add your quantities, then click to auto-create all your purchase orders in one step.

Save time and improve accuracy by assigning default classes to items, accounts or names. When filling out transactions, QuickBooks automatically assigns the default class – you can change it at any time.

Invoice multiple customers for time and expenses in one batch. Create a full set of invoices for customers with the same time and expenses. Just create the invoice and select the customer you want to send it to.

Give your business room to grow with the capacity to add and track hundreds of thousands of vendors. That’s more than six times the capacity of any other QuickBooks product.

The Vendor Center puts all your important vendor details in one simple screen. See all your vendors, exactly what balance is owed them, and view your entire transactions history (bills, checks, purchase orders, and more). Filter by active vendors, open balance, bills or checks, or create a custom filter. Discover how much business you’re doing with each vendor without running separate reports or going to different screens.

Save time by entering and editing your vendor information in bulk from one spreadsheet view. You can even copy and paste data from other spreadsheets.

Use custom fields to capture, track and report on the unique vendor information you need. Set custom fields to accept certain formats such as date, phone number, or select from list to reduce data input errors and improve the quality of your data output. Plus use advanced filtering and sorting to run reports on the custom field information you care about.

Create purchase orders in seconds and email them to your vendors right from Enterprise Solutions. Turn any estimate or sales order into a purchase order in just a few clicks without retyping line items or vendor information.

Apply and calculate foreign currencies automatically on purchasing transactions, such as purchase orders, so you can do business with your offshore vendors more easily.

Enterprise Solutions automatically tracks every purchase order until the items are received and your vendor is paid. Enter bills when you receive them, set due date reminders, and turn each bill entry into a check with the click of a button.

Reduce ordering errors and avoid the hassle of constantly looking up your vendor’s part number. Store the manufacturer’s part number as part of your item definition, making it easier to re–order inventory.

Save time while meeting customer requirements with TrueCommerce EDI, the comprehensive Electronic Data Interchange (EDI) for Enterprise Solutions. EDI is the most widely-used form of business-to-business electronic commerce to automate order processing.

TrueCommerce EDI setup and integration within Enterprise Solutions is easy and reliable. TrueCommerce EDI includes access to free, unlimited phone support from knowledgeable EDI professionals.

TrueCommerce EDI software (a $795 value) is included with Enterprise Solutions. Additional fees apply for the ongoing monthly subscription for EDI transactions.

The Employee Center puts all your important employee details in one simple screen. And with a QuickBooks Payroll subscription, you can pay employees, pay tax liabilities, fill out important tax forms, and track payroll expenses – all from a single, at-a-glance screen.

Every time you process your payroll using QuickBooks, all your information is updated in your company file, automatically. The guided, step-by-step setup will walk you through the set up process with examples that explain everything in simple terms.

Enterprise Solutions’ easy-to-use, integrated payroll tools offer several ways to streamline the payroll process from setting up new employees to automating payroll. Take advantage of these tools with a QuickBooks Payroll Subscription and you will also have access to Direct Deposit, a feature that will save you the trouble of printing paychecks. With Direct Deposit, Enterprise Solutions lets you deposit employees’ pay directly into their bank account(s).

The built-in payroll features work together with a variety of QuickBooks Payroll Services updated with state forms and workers compensation tracking to help ensure accurate deductions, manage your payroll tax payments, and more.

QuickBooks Time Tracker (sold separately) is the fastest way to track and record billable time in Enterprise Solutions. Your employees or contractors enter their hours from anywhere using a Time Tracker timesheet on the Web. Easily download submitted online timesheets right into Enterprise Solutions in one click.

Protect your company against lawsuits by centralizing your employee information, and documenting your compliances. Our Employee Organizer puts it all at your fingertips. Easily track employee information by entering employment data, emergency contacts, current and historical compensation, and payroll status, and personal information into Enterprise Solutions.

See employee information at–a–glance in convenient reports you can print. Enter employee hours by day or week and Enterprise Solutions automatically tracks job costs as you pay job-related bills and labor. Enterprise Solutions then sends totals directly to paychecks and job–costing reports to help you make better business decisions.

Enterprise Solutions provides built-in legal documentation and requirements as well as compliance tips for employment-related issues, such as recruiting, hiring, compensation, benefits, employee relations, and termination.

Print a variety of state and federal forms, or employee management forms. Adapt templates for legally compliant employment-related letters and other documents. Read tips on interviewing, giving evaluation reviews, and more.

See invoices, billing, past transactions and other important tasks coming due or past due in the Calendar view. The improved “to do” list captures more relevant information to help prioritize your tasks.

Get organized by scanning and attaching receipts, estimates and other important business documents to your QuickBooks records with drag and drop ease. The new QuickBooks Document Center lets you store files locally on your hard drive. A major advantage at tax time.

Let QuickBooks do your most frequent and time-consuming tasks for you. In addition to automatically executing recurring transactions like weekly and monthly bills and invoices, you can now easily select which transactions to run and which to postpone. Includes new bi-monthly option.

Find items in your sales order based on item detail, including custom fields, directly from your sales order, invoice, or sales receipt. With the click of a button, populate the selected items into the form you’re working on.

Now complete more activities in multi-user mode:

• Define custom fields
• Set a closing date
• Make deposits
• Change any list sort order

QuickBooks Enterprise Solutions supports from 5 to up to 30 simultaneous users, scaling with your business as it grows. Adding more users after your initial purchase is fast and easy. Simply purchase the additional licenses, install the software on their PC and point them to your Enterprise Solutions company file.

Give your employees access to the information and activities they need to do their jobs, without exposing your data to accidental or intentional misuse. Allow or restrict your users to access over 115 individual reports, bank accounts, lists and activities in Enterprise Solutions.

The always-on Audit Trail greatly reduces the time spent investigating changes to your Enterprise Solutions files since the last time you reviewed them. The Audit Trail can help protect you against employee fraud and detect employee errors because it records transactions that are being entered, edited or deleted from the system with no impact on Enterprise Solutions’ performance.

Save time switching between QuickBooks files by working in two instances of QuickBooks Enterprise Solutions at the same time.

Enterprise Solutions includes 14 predefined user roles to help you set up new users quickly. Each predefined role provides access to the activities and reports typically needed by users in that role. You can easily copy and edit a predefined role to better meet your users’ unique needs, and assign any role to any user or apply multiple roles to a single user.

Predefined roles include: Accountant, Accounts Payable, Accounts Receivable, Banking, Finance, Full Access, Inventory, Payroll Manager, Payroll Processor, Purchasing, Sales, Time Tracking, and View-only.

Unify remote workers and satellite offices with a high-performance, “real-time” link to your QuickBooks data. Enterprise Solutions works with Remote Desktop Services to allow password-protected access by authorized users. Remote users get top performance because processing takes place on your server, not their PC. From the moment they log on, they’re valuable members of the team – whether they’re in the main office or satellite office, onsite or offsite.

Enterprise Solutions allow you to adjust inventory, delete list items, change sales tax rates, and back up your company file while in Multi-User Mode so you can complete these tasks without disrupting other users.

 Run and use Enterprise Solutions more quickly with Remote Desktop Services. By installing your software on a terminal server versus multiple client computers, you can also save money on IT related cost. Remote users get top performance because processing takes place on your server, not their PC. From the moment they log on, they’re valuable members of the team – whether they’re in the main office or satellite office, onsite or offsite. Read our Remote Desktop Services white paper for more information.

Organize your important business documents in one place. Document Management lets you attach documents – electronic or scanned files – to any QuickBooks customer, vendor, employee, account or transaction. Because your documents are backed up online (up to about 1,000 2-page PDFs), they are easy to share with your accountant and employees, and accessible from any Internet connection. You can even scan documents right in QuickBooks.

Having trouble communicating with remote workers about what you need to do in Enterprise Solutions? Want to perform remote actions but your co-workers aren’t at their desk? QuickBooks Instant Messenger lets you chat directly with remote users and perform actions, such as logging them out, even when they are not at their computer.

You can set up your accountant to be the QuickBooks Administrator with sole access to the accounting functions that impact your data integrity, such as opening and closing the books. Your accountant can then delegate lower level functions, such as setting up new users and company preferences, to your in-house administrator.