See Business Data at a Glance with Company Snapshot

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.

Run Key Financial Reports Instantly

Use any of Enterprise Solutions’ 120+ standard reports, such as Profit and Loss, Forecast vs. Actual Budget, Statement of Cash Flows and A/R Aging Detail, 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.

Combine Reports from Multiple Company Files

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 and Loss, Cash Flow, or Trial Balance. 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.

Create Professional Financial Statements

Easily create 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 Data to Microsoft Excel or Any Spreadsheet Software

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.

Access Your Data with ODBC-Compliant Applications

For more advanced reporting needs, you can retrieve your QuickBooks data with ODBC-compliant applications such as Microsoft^® Access or Excel to see data just the way you want. Link to various business applications and build custom reports, queries or forms.

You can also use the powerful SQL language and have full control over your data. Upgrade your ODBC driver to allow read/write access, enabling you to write data into Enterprise Solutions from other programs.

Track Expenses & Pay Bills Automatically

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 Bank & Credit Card Transactions Directly from Your Financial Institution

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

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).

Instantly Prepare for Tax Time or Your Accountant

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.

Track Hundreds of Thousands of Vendors and Parts or Service Items

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

Rapidly Add or Edit Multiple List Entries from One Spreadsheet View

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

Change Assembly Components on the Fly

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.

Know Your Inventory Stock Status

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.

Find Key Vendor Information Instantly

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.

Define Custom Fields to Track Unique Information

Use custom fields to capture, track and report on the unique vendor and 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 & Send Purchase Orders

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.

Use Foreign Currencies on Purchasing Transactions

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

Receive Items & Pay Vendors

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.

Create Bills of Materials to Track Costs and Components

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.

Unit of Measure Conversion

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.

Available to Promise

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.

Sales Order Fulfillment Worksheet

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.

Backorder Tracking

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.

Track Manufacturer’s Part Number

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.

Easy & Convenient Shipping

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)

Process Returns & Non-standard Goods

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.

Multi-Location

Warehouse Management ES allows you to put inventory in multiple locations. Now matter how many locations, it will track your inventory and direct the picker to the correct location to fulfill the order — efficiently and properly every single time.

Multi-Warehouse Sales Order

The multi-warehouse sales order feature provides the capability to assign a shipping warehouse at the sales order line item level from within QuickBooks Enterprise Solutions and have separate sales orders automatically created in Warehouse Management ES. Orders are then sent to the correct warehouse for each line item.

Multiple Units of Measure

Warehouse Management ES supports multiple units of measure with viewing options for inventory views, and UOM visibility through all processes on a PC and mobile handheld device.

Item Attribute Controls

System wide and item level options for managing data collection and views for item attributes. Attribute fields are editable in the inventory detail screen. FIFO (First in First Out) inventory rotation option keeps your inventory rotating based on the date it was received in your warehouse. FEFO (First Expiration First Out) inventory rotation option keeps stock rotation based on expiration date with an option to automatically hold inventory from being picked for Sales Orders that have expired.

Bar Code Import

Automatically import a single bar code from a QuickBooks Enterprise Solutions custom field on the item record into a Warehouse Management ES bar code field — enabling bar code scanning for items using the Warehouse Management ES mobile bar code scanner.

Bar Code Scanning and Printing

The most efficient way to manage the processes in your warehouse is with bar codes and real-time wireless mobile scanning devices. If you’re ready to migrate away from paper and pencils, Warehouse Management ES offers an inexpensive, turn-key solution that has everything you need to migrate your warehouse to a real-time, wireless, bar code scanning environment. Minimize mistakes, and watch your efficiency improve.

Serial Number and Lot Number Tracking

Warehouse Management ES simplifies tracking serial or lot numbers into an easy step in the standard receiving and picking process. Or, save yourself and your workers the headache and use the bar code scanning option. It is the fastest and most accurate way to collect serial numbers.

Recall Tracking

In the unfortunate case of a recall, you can easily track which sales orders contain the recalled items.

Vendor Returns

The vendor returns feature provides the ability to identify items to return to a vendor and sends the transaction to QuickBooks Enterprise Solutions for a vendor credit processing.

Customer Returns

The customer returns feature provides the ability to collect customer return information for goods that have been authorized for return at your warehouse. A customer credit memo is created automatically in QuickBooks Enterprise Solutions and inventory is incremented in both Warehouse Management ES and Enterprise Solutions.

Receiving Inventory

The mobile device gives you several options for receiving inventory. You can receive inventory with or without a bill, and you can chose to receive to a dock location or directly to a stocking location.

Move Transactions

The move location function moves all items and quantity from one location to another while the move item function moves a specific item from one location to another. Both work seamlessly with a range of mobile devices.

Shuffle Schedules Quickly

Scheduling (or rescheduling) work orders couldn’t be easier. Field Service Management ES gives dispatchers a dashboard-full of information, including each technician's work orders, location and status. Reassignment and reschedules are fast. When a tech runs late, simply drag and drop the work order to assign a new one.

Birds Eye View

With Field Service Management ES, you know what each technician is working on, the work status, job duration, arrival time, travel time and hours clocked. Clicking a work order title opens up all job details. You can even edit them.

Equipment Service Data Improves First-Time Fix Rate

Store all the customers, contacts and equipment information you need to do the job right the first time. Before a job in the field starts, your technicians know the equipment service history. Information at their fingertips means their first-time fix rates are better and customers are happier.

Wireless Work Orders Cut Paper Hassles

Break through the paper bottleneck. With Field Service Management ES, you can trade in your clipboards for cell phones and PDAs — so you control processes and information better. That means immediate information on work orders and technician schedules as well as fast rescheduling. And, your technicians clock more job time and less travel time.

Accurate Parts and Pricing for Efficient, Fast Invoicing

Make your parts catalog and price list available to your field technicians with Field Service Management ES. Then as they close a work order, they can find and add parts to the invoice. Because your parts list syncs with QuickBooks Enterprise Solutions, your technicians will always have up-to-date pricing.

Mobile Payments Get You Paid on the Spot

Using mobile payments, your technicians get “cash on delivery” and you bank your money instantly. There’s no waiting, no double entries and no smudged credit card numbers. Increase your cash flow and reduce the effort it takes to get paid. Cut out invoicing steps in your office, because Field Service Management ES, QuickBooks Enterprise Solutions and QuickBooks Merchant Services all talk to one another. Together they record payments as they happen and match work orders with invoices.

Powerful Reports Help You Manage Better

Know how your business is doing with built-in reporting tools and dashboards. Check staff productivity, revenue, work orders per technician and more. Use built-in reports or easily create custom reports on your own.

Time cards save time and ensure accurate payroll

Easy-to-use time cards on each field technician’s mobile phone eliminate time card errors and validate the technician’s location at clock-in and clock-out.

Use QuickBooks Enterprise Solutions and Field Service Management ES together to reduce manual data entry and manual time cards. Capture your staff’s hours directly from the field, and cut your payroll processing time and work when timesheets are uploaded into QuickBooks Enterprise Solutions.

Track Hundreds of Thousands of Customers

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.

Rapidly Add or Edit Multiple List Entries from One Spreadsheet View

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

Find Key Customer Information Instantly

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.

Define Custom Fields to Track Unique Information

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 & Send Estimates, Sales Orders, Invoices

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.

Give Your Forms a Distinctive Identity with FREE Professional Designs

Ensure that your invoices and other forms get the attention they deserve. Access new 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.

Use Foreign Currencies on Sales Transactions

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.

Set Custom Pricing & Billing Levels

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.

Manage Multiple Customer Addresses

Add up to 200 shipping addresses and multiple email addresses per customer and make tasks like shipping and invoicing easier than ever before. You can set companywide default “copy” (cc) and “blind copy” (bcc) email addresses to pre–populate for each customer.

Apply Payments & Calculate Sales Tax

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.

Payroll Processing Including Direct Deposit

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.

Find Key Employee Information Instantly

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.

Track Employee or Contractor Time

QuickBooks Time Tracker 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.

Centralized & Secure Employee Information Tracking

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.

Comprehensive Employee Management Reports

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.

Employer Compliance Guidelines

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.

Add Up to 30 Users

QuickBooks Enterprise Solutions now supports 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 in 5-user increments, install the software on their PC and point them to your Enterprise Solutions company file.

Advanced User Permissions

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.

13 Predefined User Roles

Get 13 predefined user roles to make new user set-up fast and easy. Each predefined role template comes with a complete set of permissions designed for that role. You can copy and edit each role template and assign any role to any user instantly, 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.

Run Enterprise Solutions Faster with Remote Desktop Services

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.

Connect Remote Workers and Locations

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.

Track 100,000+ Customers, Vendors and Inventory Items

Enterprise Solutions offers the most capacity of any QuickBooks product. Add hundreds of thousands of customers, vendors, and employees, and hundreds of thousands of inventory, non-inventory, and service items.

Fully Integrated Document Management

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.

SQL Database for Added Scalability

Enterprise Solutions has a powerful, industry-standard SQL database underneath the hood that can scale with your business as it grows. The database is state-of-the-art technology. It is a relational database that uses client-server technology in multi-user mode to coordinate and manage access to the company file. You don’t have to worry about complex database installation and access, and you don’t need to know SQL to use it.

Multi-User Backup and Performance Improvements

Now you can back-up, run reports, and enter transactions into your company file all within multi-user mode, allowing you to focus on what really matters, running your business.

To improve performance in multi-user mode, Enterprise Solutions has upgraded to the Sybase 10 SQL database. Get fewer "company file in use" messages, run queries faster, and save transactions while reports are running.

QuickBooks Instant Messenger

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.

Always-On Audit Trail

An "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.

More Custom Fields with Improved Reporting

You know better than anybody what business data you need to track and how you want to use it. More custom fields have been added to Enterprise Solutions for customers, vendors, employees and items so you can capture, track and report on the unique data 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.

Rapidly Add or Edit Multiple List Entries from One Spreadsheet View

Save time by entering and editing your customers, vendors, item, or account information in bulk. You can even copy and paste data from other spreadsheets.

Change Assembly Components on the Fly

Save time with new enhancements to Inventory Assemblies. 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.

Fully Integrated Document Management

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.

Give Your Forms a Distinctive Identity with FREE Professional Designs

Ensure that your invoices and other forms get the attention they deserve. Access new 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.

Customize Your Company Snapshot

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. New report options include yearly expense and income comparison, detailed expense and income breakdown, and a top customer list.

Redesigned Report Center

Get the insights you need to make more profitable business decisions. Now it's easier than ever to find just the report you need to understand how your business is doing and spot opportunities to cut costs and boost profits. You can also tag your Favorite Reports to instantly access the reports you rely on most.

Reengineered Intuit Statement Writer

Easily create financial statements with the reengineered 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. New enhancements let you 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.