qbesv5 peer presentation
DESCRIPTION
This is presentation from Quickbooks. It highlights the features of QBooks Enterprise Edition. People looking for an ideal fiancial system solution for their organizations can view and assess this softwareTRANSCRIPT
QuickBooks Enterprise Solutions
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What Do Bigger Businesses Need?More Users, Access, and Control
• More users touch finance and accounting as a business grows
• The users are more specific so they need access rights
• Some users are not at the physical location so they need remote access
• The actions of the users need to be monitored better with an audit trail
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What Do Bigger Businesses Need?More of Everything and Faster
• There are more customers, vendors, employees and products/services.
• Need quicker and more granular access to information.
• Reporting of financial information is more important because there is more at stake.
• Software application may be more sophisticated and need connectivity.
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What Do Accountants Need toHelp Bigger Businesses?
• Better tools to develop financial statements and other reports.
• More efficient way of managing routine accounting chores like posting final AJEs.
• Confidence that users are granted job-specific access and a way of ensuring and auditing this access.
• Ability to search for information in client data.
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EXTREMELY SIMPLE
SMALL CENTRALIZED
SPECIALIZED COMPLEX
Organizational Structure
No employees Employees are all generalists
Employees start to segment by
expertise; may have a controller
Formal departments, accounting leader or
controller hired
Other Characteristics
Single location
Just starting out, feel cash flow pain
Rarely have more than one location
Often have multiple locations
Likely to have multiple, full offices
QuickBooks Enterprise Solutions: The only solution for growing small businesses
As customers grow, their needs become more complex…
INCREASING COMPLEXITY
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What Do Accountants Need toHelp Bigger Businesses?
• Confidence that the system is capable of supporting the size of data of the client.
• Confidence that the features correctly match the needs of the client’s business.
• Confidence that the software maker stands behind their product.
• Confidence that there is an expert to diagnose and assist my client with any questions they may have: any time, any day.
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Let’s Start with the Pretty Face
• QuickBooks has been known for its very friendly user interface. Easy to do work, easy to navigate.
• QBES has the same user interface which makes upgrading from other QuickBooks virtually transparent for users.
• If new to QBES, then training is a breeze, and your QBES support technician is always there (24/7).
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More Than a Pretty FaceKey Features New to QBES 5.0
• Up to 10 Simultaneous Users• User Preferences and Roles• Improved audit trail• Remote Access using Terminal Services • Employee Organizer• Twice the count for Customers, Vendors, Items • Enhanced Search Feature • SDK and the IDN • Working Trial Balance • Financial Statement Designer • Consolidated financial reports from multiple QuickBooks data files • 24/7 tech support – always there to help you
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More Users, Access Control and Audit Trail
• QBES comes in five-user or ten-user versions
• There are 13 standard user roles for quick setup of users
• It has over one hundred user preferences to make access more specific
• Remote access through Terminal Services• Enhanced audit trail so it can be on
all the time
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Easy Access to the User Setup and Maintenance
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Users List and User Roles
• Two tabs: User List and Role List
• Users is a list of users• Roles will help to jump-
start the user setup• From this Role screen:
– Add, edit, duplicate, or delete a user
– View permissions of a user
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Set up a New User with A Role
• Type the new user’s name
• Add password and confirm (highly recommended)
• Highlight role andclick “Add”
• A user may have more than one role (which happens in smaller companies)
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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
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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 the limited
access based upon the user access you set up for each user.
• Your QBES Support Technician can assist in setting this up for you.
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Employee Organizer
• Track a variety of employee information
• Integrated to the payroll system
• Provides a variety management reports
• Includes Employment Law Update Service
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Twice the Count for Customers, Vendors and Items
• The total number of names, which includes Customer, vendors and employees, is now 29,000.
• The Total number of items, which includes inventory, non-inventory, and service items is another 29,000.
• If you need more, then look to an add-on package to manage bigger numbers.
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Enhanced Search Feature
• Search feature can now search through lists of customers, vendors and items.
• Each list has its unique set of searchable fields.
• A subsequent search can be made from the results of the previous search, not starting from scratch.
• A special search bar makes this happen.
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Enhanced Search Feature:For Customer Searches
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Enhanced Search Feature:For Vendor Searches
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Enhanced Search Feature:For Items (Products and Services)
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Working Trial Balance WindowNavigation to Get to It
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Working Trial Balance Full Screen
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Making Adjusting Journals
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After AJE Posted
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Financial Statement Designer
• Provides total control over financial statement preparation.
• Manager-specific reports can be developed and memorized without exporting to Excel.
• Quick learning time for users since the feature-set looks like Excel.
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Financial Statement DesignerA View of the Total Screen
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Financial Statement Designer Column and Row Properties
• Column Properties – full control over naming
• Row Properties – full control over naming, content, and number characteristics
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• 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
Financial Statement DesignerCell Properties
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Financial Statement DesignerStatement Properties
• The Statement Properties has five types:– Balance Sheet– Income Statement– Cash Flow Statement– Ratios– Retained Earnings– Custom – if you really
want a challenge!
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Financial Statement DesignerFull Control over Dating
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Financial Reports from Multiple QuickBooks Data Files
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Financial Reports from Multiple QuickBooks Data Files
• The detailed reportgrid includes:– Type of report – Date range– Reporting basis– Combined Entity
Name– QB data files to
include
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SDK and IDNLet’s Start with Definitions
• SDK stands for “Software Developer Kit” It provides a list of all the accessible fields in the software (QuickBooks) and the way they are stored.
• IDN stands for “Intuit Developer Network” which is a group of programmers across the United States who have worked with the SDK to develop solutions that add onto QuickBooks to address unique business needs.
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SDK and IDN:Where to find them on the Web
• The SDK is downloadable for anyone from theIntuit website. – http://developer.intuit.com/QuickBooksSDK/– Great for users to know what makes
QuickBooks “tick”.– Generally not for non-programmers to use.
• The IDN can be found at the Intuit website.– http://developer.intuit.com/– It lists Applications already developed.– It lists developers who can help do projects.
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Examples of SDK Projects
• Convert data from an old system
• Develop interface to connect to vertical-specific software (either existing or new)
• Cleanup data, when old data from old QuickBooks was not well maintained
• Develop report set outside of QuickBooks for more sophisticated management reporting
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Add-on Software forVertical Specific Needs
• Listed by industry (i.e., manufacturing)
• Listed by function (i.e., job floor control)
• Listed by developer name
• Search window available
• Summary of packages
• Contact information and websites
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Support Contract
• One year at a time• Included in first year for free• Annual renewal $750• Includes all upgrades• Includes 24/7 tech support• During 8 hour workday – same tech assigned• “Solve each incident with one call”• Call of any issue: from trouble printing checks to
needing assistance designing a report… call for anything!
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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
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The Next Step
• We have reviewed the system as it may relate to your various clients.
• We have discussed the features that will take you to “the next level.”
• We have discussed the QBES commitment to your success.
• Now it is up to you to see if any of your clients may be able to make use of QBES.