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QuickBooks Enterprise Solutions

QuickBooks Enterprise Solutions
QuickBooks Enterprise Solutions

Have questions? Call us at 800-707-0940 or email us!

“The QB specialists provide excellent services and post-sale customer care. The knowledge, speek and expertise are great. Ruth is both professional and personal in approaching people.”

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Save up to $2400 off QuickBooks Enterprise Solutions 12.0

QuickBooks Enterprise Solutions

BEWARE of discounted “no support” copies of QuickBooks Enterprise Solutions. You cannot purchase a full service plan and you won’t get a free upgrade to the newest version of QuickBooks Enterprise 12.0.

    • You won’t find a lower price, guaranteed!
    • Interest-free 90 day payment plan available – call us at 800-707-0940 for details
    • QuickBooks Enterprise download + shipping direct from Intuit
    • Referral program available – call us at 800-707-0940 for details
    • Manage multiple warehouses, serial number or lot number tracking, and FIFO with Advanced Inventory (additional fees apply)
    • 60-day money-back guarantee
    • Free Mastering QuickBooks Enterprise training DVD
    • Includes one-year membership of Intuit’s Full Service Plan:

Sign-up for QuickBooks PC credit card processing through usand get BIG savings!

    • $150 gift card
    • No set-up fee ($59 waived)
    • 2 months free ($19.90 savings) – per transactions fees still apply
    • No cancellation fees
    • Includes GoPayment for $0.00 monthly!

Call us at 800-707-0940 or apply online for a QuickBooks Merchant Account.

Ruth and her team were a great help in finding a product that would work well for my new retail store. I had experience with the QuickBooks accounting program, but was unsure about a POS system. The QB Specialists provided me with great information about their product, and when I decided to purchase it, they were there each step of the way to make sure I was up and running with no issues.

They also helped me find an expert in my area to help with training! I love the program, it is user friendly and allows me the time to concentrate on running my store, and best of all, I know I can contact them at any time with questions or concerns…and I will get ahold of them, not some automated system! Thank you Ruth, The QB Specialists!!”

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QuickBooks Enterprise Solutions

What’s new in QuickBooks Enterprise Solutions 12.0

  • Inventory Center.

    Easily find and locate inventory tasks by accessing your inventory items and reports all in one place with QuickBooks Inventory Center. Now add a notes field or image to each item for quick identification.

  • Serial Number or Lot Tracking.

    Conveniently track serial numbers or lot numbers right inside QuickBooks.
    - Enter serial numbers or lots at the time of purchase, transfer, or sale – no extra data entry required for reliable tracking.
    - Recall report lets you track defective lots through assemblies and subassemblies, in stock on shelves, and customer purchases.

  • FIFO Costing.

    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.

  • Excel Integration Refresh.

    Save formatting and save time. Now when you export your QuickBooks reports to Excel, simply refresh your previously saved worksheet and your formats will be applied to the new report. QuickBooks remembers your Excel formats so you can work seamlessly.

  • Calendar View.

    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.

  • Document Center.

    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.

  • Memorized Transactions.

    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 bimonthly option.

  • Batched Invoicing for Time and Expenses.

    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.

  • More Price Levels.

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

  • Lead Center.

    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.

  • Enhanced Inventory Receiving.

    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.

  • Automatic Price Adjustments.

    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.

  • Faster Form Completion.

    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.

  • Batched Time Sheets.

    Create time sheets for multiple employees or vendors in one batch. Create the time sheet and select the employees or vendors who worked the same hours.

  • Industry Report Templates.

    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.

  • More Multi-User Activities.

    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

We also provide QuickBooks Enterprise support for QuickBooks Enterprise 7.0, QuickBooks Enterprise 8.0, QuickBooks Enterprise 9.0, QuickBooks Enterprise 2010, QuickBooks Enterprise 10, QuickBooks Enterprise 10.0, QuickBooks Enterprise Solutions 10.0.

See if your business is ready to move up to QuickBooks Enterprise Solutions

QuickBooks Enterprise Solutions has everything from QuickBooks Premier but it’s designed specifically for growing businesses. Plus, if you have more than 3 users the total cost of ownership for QuickBooks Enterprise is often less than for QuickBooks Premier.

The following information and self-tests can help you quickly determine if your business can benefit from moving up to QuickBooks Enterprise Solutions. Check if any of the following statements apply to your current QuickBooks environment. QuickBooks Enterprise can help if:

  • You need more than 3 simultaneous users.
  • You need to keep track of inventory in multiple locations.
  • You have specialized roles and departments, such as sales, purchasing or payroll.
  • You want tighter control over user access to safeguard your sensitive data.
  • Your business operates in two or more locations or has remote workers.
  • You process a large number of transactions.
  • Your reports run slowly or users receive “file in use” messages.
  • You need more custom fields to track data unique to your business.
  • You need to track more than 14,500 products, customers or vendors (see below for how to check for this).

Here’s another quick way to check if you’re outgrowing your current QuickBooks software:

Open QuickBooks and press the F2 key on your keyboard to check your current List quantities. (Look for “Total Names” and “Total Items” within the “List Information” section on the right side of the screen.) If either your Names or Items lists are nearing 14,500 then you should consider moving up to QuickBooks Enterprise Solutions to get the additional list capacity your growing business needs.

QuickBooks Enterprise Solutions offers the most capacity of any QuickBooks product. You can add hundreds of thousands of Names (customers, vendors, and employees) and hundreds of thousands of Items (inventory, non-inventory, and service items) so there’s virtually no limit to your growth.

5 Reasons Why QuickBooks Enterprise Solutions is the Right Solution for You

QuickBooks Enterprise Solutions, designed for growing businesses, is the most powerful QuickBooks product. It has the capabilities and flexibility to meet your business’ unique needs as it grows – and it could save you thousands of dollars in up-front and on-going maintenance costs versus comparable systems.

1. Capacity, Speed, and Users to Scale With You

      • Easily scalable from 5 to 30 simultaneous users
      • Handle hundreds of thousands of inventory items, customers and vendors
      • Will support numbers as high as 99 billion
      • Run and use QuickBooks Enterprise Solutions more quickly via Windows Terminal Services
      • Built with a powerful industry standard Sybase 10 SQL database to scale with you and provide improved multi-user performance – including the ability to back up in multi-user mode

2. Enhanced Functionality to Help Make Better Decisions

      • Advanced user permissions enable or restrict access to 115+ areas and activities
      • Apply and calculate foreign currencies automatically on transactions, such as sales orders, invoices and purchase orders
      • Download transactions from your financial institution directly into QuickBooks Enterprise Solutions
      • Over 120 built-in reports and the included Intuit Statement Writer (a $150 value) to help you create professional financial statements
      • Connect multiple locations and remote workers, plus use the QuickBooks Instant Messenger to chat with remote workers and perform remote actions
      • Easily set up and process EDI transactions with TrueCommerce’s EDI solution, a $795 value included free with QuickBooks Enterprise Solutions
      • Advanced inventory tools to track bill of materials, different price levels, inventory items and purchase, stock and sell the same item in different units of measure
      • Track and manage your workers and their work with Intuit Field Service Management ES

3. Flexible to Work the Way You Want

      • Customize QuickBooks reports, invoices and estimates to your needs
      • Add and track information by creating up to 30 custom fields, with new data formats and format validation.
      • Edit quantity and item assembly components, and print with the click of a button
      • Retrieve your QuickBooks data with ODBC compliant applications such as Microsoft Access and Excel to see data just the way you want – build custom reports, link your various business applications and build custom queries or tools
      • The flexibility to use Linux as your database server operating system

4. Expandable and Customizable to Your Exact Needs

      • A comprehensive selection of optional tools and applications to meet almost any business or accounting need – add exactly the capabilities your company needs, and no more
      • Expand your capabilities with included EDI integration by TrueCommerce, CRM, manufacturing, and many other key areas with QuickBooks-compatible software solutions
      • Comes with free license of each of our applications which are designed applications designed to help you streamline your key tasks around Field Service Management and Warehouse Management
      • 3rd party developers can even create custom design applications that work with QuickBooks Enterprise Solutions

5. Fraction of the Cost of Competitive Multi-user Systems

    • QuickBooks Enterprise Solutions costs as low as $4,000 for a 10-user license – competitive multi-user systems can cost $20,000- $40,000
    • Includes the Full Service Plan with unlimited technical support, free product upgrades, free data recovery services, and up to 10 GB of online back-up

What’s New in QuickBooks Enterprise Solutions 11.0

  • Work in Two Company Files at the Same Time

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

  • Track Inventory in Multiple Locations

    Accurately track the quantity and value of inventory items held in multiple locations with QuickBooks Enterprise Solutions Advanced Inventory. You can also transfer inventory from one location to another. Additional fees apply.

  • Improved Custom Reporting

    Exclusive to QuickBooks Enterprise Solutions, you can create custom reports using ODBC-compliant applications with a new way to directly access the QuickBooks database for maximum flexibility in report design.

  • Enhanced Built-in Reports

    Drive further efficiency in your business with enhancements to several key QuickBooks reports. New reports include Customer Average Days To Pay and Sales by Ship To Address. We’ve also added Quantity totals on key Sales by Item reports and improved the Open Sales Orders by Item report.

  • Additional Combined Reports

    Exclusive to QuickBooks Enterprise Solutions, now you can create a Profit & Loss by Class and Sales by Customer Summary report that combines data from multiple company files. Other combined reports include Balance Sheet, Profit & Loss, Statement of Cash Flows, and Trial Balance.

  • Create a Template and Invoice Many Customers at Once with Batch Invoicing

    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.

  • Quickly Prioritize Customers with the Customer Snapshot

    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.

  • Stay on Top of Your Receivables with the Collections Center

    Quickly identify overdue and almost due invoices and e-mail collection notices in a few steps.

  • Streamline Additional Business Processes

    QuickBooks Enterprise Solutions integrates with new integrated web-based solutions to manage additional business processes critical to your organization.

QuickBooks Enterprise Accountant Edition

QuickBooks Enterprise Solutions Accountant 11.0 is a version of QuickBooks Enterprise that enables accounting professionals to manage their clients’ QuickBooks Enterprise Solutions 11.0 data files. QuickBooks Enterprise Accountant 11.0 is the only application accounting professionals need to open and modify the data files of their QuickBooks Enterprise 11.0 clients, regardless of which QuickBooks Enterprise Solutions 11.0 Industry Edition they use.

QuickBooks Enterprise Accountant 11.0 is fully compatible with all QuickBooks Enterprise Solutions 11.0 files. It can also open other QuickBooks files (Basic, Pro, Premier), but once opened and converted to the QuickBooks Enterprise 11.0 format, the file cannot be used again in QuickBooks Basic, Pro, or Premier, nor can it be used in prior versions of QuickBooks Enterprise Solutions. In other words, QuickBooks Enterprise Solutions Accountant is not “backwards compatible” with Basic, Pro, Premier, or prior versions of QuickBooks Enterprise Solutions. QuickBooks Premier Accountant 2011 is recommended to fully support clients’ QuickBooks 2011 financial files. Accountants that support business clients using both QuickBooks and QuickBooks Enterprise Solutions typically have both the Premier Accountant and QuickBooks Enterprise Accountant programs to manage their respective clients’ data files.

QuickBooks Enterprise Contractor Edition

QuickBooks Enterprise Solutions Contractor has the same core features included with the standard edition of QuickBooks Enterprise Solutions, plus specialized workflows, reports, chart of accounts and expert tips to better serve contractors. It’s made to meet the needs of:

  • Construction
  • Carpenters
  • Electricians
  • Painters
  • Plumbers
  • Remodeling

Specialized features include:

The Job Costing Center

A single screen summarizes key information on all jobs.

Advanced Job Costing Tools

Users can see which jobs are making money and which are not.

Change Order Functionality

Accurate and complete estimates including Change Orders help to eliminate surprises for your clients and their customers. Users will be able to track and highlight changes to existing estimates, showing all change orders and the resulting cost impact, every time.

Flexible Billing Rates

Flexible billing rates allow users to assign different rates to different employees so they’ll always have an accurate assessment of their total job’s cost.

18 Additional Reports for Contractors

Track your job costs automatically as you pay bills, employees and subcontractors. QuickBooks Enterprise Solutions lets you see how you’re doing at every phase of the job with 18 additional reports that help contractors make more money from jobs. Reports include:

      • Job Status
      • Job Costs by Vendor
      • Job Costs by Job
      • Cost-to-Complete
      • Unpaid Bills by Job
      • Unpaid Job Bills by Vendor
      • Expenses Not Assigned to Jobs
      • Billed/Unbilled Hours by Person & Job
      • Open Purchase Orders by Vendor

Contractor Chart of Accounts

You may not have the time or accounting expertise to set up your chart of accounts to reflect your specific business. The Contractor edition of QuickBooks Enterprise provides you with a preset chart of accounts that have been developed by industry accounting professionals.

Built-In Help & Tips from Industry Experts

Get the most out of QuickBooks Enterprise Solutions with tips designed specifically for contractors. Help Topics explain how to set up and use job costing and understand job costing reports. Plus, get tips on creating estimates, change orders and invoices.

QuickBooks Enterprise Manufacturing and Wholesale Edition

QuickBooks Enterprise Solutions Manufacturing & Wholesale has the same core features included with the standard edition of QuickBooks Enterprise Solutions, plus specialized workflows, reports, chart of accounts and expert tips to better serve manufacturers. It’s ideal for:

  • Apparel Manufacturers
  • Automotive Parts
  • Food Manufacturers
  • Furniture Manufacturers
  • Hardware Manufacturers
  • Gifts & Novelty Items

Specialized features include:

Bill of Materials Cost Tracking

Users can track costs accurately. Assemble items and track their Bill of Materials costs, including labor and overhead costs.

Available to Promise

The Product Availability feature puts all the important inventory data on one simple screen.

It allows users to easily drill-down to see details on which customers have ordered the product, or view open purchase orders placed with vendors.

Sales Order Fulfillment Feature

This feature shows all open sales orders on one simple screen. Users can:

      • Sort open sales orders by date, by shippable dollar amount, or by customer with 1 click
      • Customize whether you want to allow partial shipment, or only complete orders
      • Select the orders they want to ship, then instantly batch print pick lists, packing slips, or invoices

Create Sales Orders to easily track the status of the order

Using sales orders, you can:

      • Quickly see whether an order’s been shipped, or not.
      • View reports of all open sales orders by customer, or by item.
      • Instantly turn sales orders into work orders, purchase orders, pick lists, or packing slips.
      • Create invoices from full or partial sales orders—you choose which items to invoice

Backorder tracking on Sales Orders, Purchase Orders and Invoices

Backorder Tracking columns on sales orders, invoices, and other sales forms show exactly what still needs to be shipped. Backorder column on purchase orders shows what’s still expected from vendors.

Customize price levels to keep your prices competitive

This feature enables users to define different prices for different types of customers, such as high-volume, retail, or preferred customers. Users can also create up to 100 customized price levels for each item using a fixed % or dollar amount.

Multiple Shipping Addresses per Customer

This feature simplifies customer shipping address management by making it easier to find and use the correct customer shipping address when creating a Sales Order, Estimate, Purchase Order, Invoice, Sales Receipt, and Credit Memo. Clients can store an unlimited number of shipping addresses per customer. Addresses are selectable from a dropdown list where shipping addresses are entered.

10 Additional Reports for Manufacturers & Wholesalers

See which products, customers, and jobs are profitable…and which aren’t.

      • See how your sales reps are performing
      • Track open sales orders by customer or by item
      • Track open purchase orders
      • Track customer returns with the Return Materials Authorization (RMA) form
      • Monitor defective materials with the Damaged Goods Log
      • Document information on materials that don’t meet specifications with the Non-conforming Material Report
      • Use the Physical Inventory Worksheet to check your physical inventory against your QuickBooks records

Manufacturing & Wholesale Chart of Accounts

Track the right information, right from the start. The Manufacturing & Wholesale Chart of Accounts was developed by industry financial experts to organize your financial information the way you need to see it. The accounts work with manufacturing and wholesale-specific reports to give you better insight into your business and easier tax preparation.

Built-In Help & Tips from Industry Experts

Get tips from experts in the manufacturing field which show you how to better understand, customize, and optimize QuickBooks Enterprise Solutions for your business. You also get sample files containing three years of fictional data. Refer to these files to see how to handle special situations and to try out QuickBooks Enterprise Solutions features without altering your actual financial data. You can also use the files to train new employees without worrying about your financial data.

QuickBooks Enterprise Nonprofit Edition

QuickBooks Enterprise Solutions Nonprofit has the same core features included with the standard edition of QuickBooks Enterprise Solutions, plus specialized workflows, reports, chart of accounts and expert tips to better serve nonprofit organizations. It’s perfect for:

  • Charities & Foundations
  • Religious Groups
  • Human Services
  • Arts
  • Academia & Education
  • Any other tax exempt entity

Specialized features include:

Customized for Nonprofit Accounting

Preconfigured for nonprofits with memorized reports, chart of accounts, and templates so you can quickly track and manage your organization’s finances.

Streamline Fundraising Tasks

Integration with Microsoft® Word enables seamless transfer of donor information directly from QuickBooks. No retyping required.

Flexible customization options

Users can format reports and donor forms the way they like. Add your logo or mission statement so that it is professional and customized for their organization.

The Donor Center

Manage donors. A single screen provides summary information for all donors. Click on a donor’s name and clients can see that donor’s contact information and every donation they’ve pledged.

9 Additional Reports for Nonprofits

See the information you need to manage your organization effectively and satisfy IRS requirements. No need to spend hours adapting standard business reports or writing spreadsheet formulas. QuickBooks Enterprise Nonprofit includes 9 reports created specifically to provide the information nonprofits need. And you can see any of them, anytime, with one click of your mouse. Reports include:

      • Budget by Programs - Instantly see a snapshot of funding for each of your programs. See how allocated funds and actual expenses compare with budgeted amounts.
      • Statement of Financial Income & Expense - Summarize your income, expenses and net income in a report that uses terminology relevant to your organization. Keep your Board and the IRS up-to-date effortlessly.
      • Statement of Functional Expenses-990 - Summarize figures from appropriate accounts into expense categories that match IRS Form 990 line for line. Just transfer the totals, in order, to the form.
      • Donors & Grants - Create an instant summary of all your donors and grantors, including contact information, contributions and expenses incurred against each donation or grant.
      • Biggest Donors - Streamline fundraising campaigns by creating a contact list of donors, sorted from largest contributor to smallest over any time period you choose.
      • Statement of Financial Position - Check your organization’s finances, and take action to keep small problems from becoming big ones. Provide your Board with a financial snapshot in terms relevant to nonprofit organizations.
      • Track Employee Hours - Track employee hours by program for an accurate accounting of program expenses. QuickBooks Enterprise Solutions tracks program costs automatically as you pay related bills and employees. Enter employee hours by day or week. QuickBooks sends totals directly to paychecks and nonprofit reports to help you make better decisions.

Nonprofit Chart of Accounts

Categorize your transactions as you enter them for faster, easier IRS reporting and more insight into your finances. The Nonprofit Edition of QuickBooks Enterprise incorporates the Unified Chart of Accounts (UCOA), a set of accounts developed specifically for nonprofits by nonprofit specialists. With each transaction assigned to an account in the UCOA, you can run nonprofit-specific reports that give you the information you need, exactly the way you need it. Save hours filling out government forms — just transfer the totals from your QuickBooks Enterprise Solutions reports.

Built-In Help & Tips from Industry Experts

As a nonprofit organization, you face financial tracking challenges unknown to other types of businesses. You need more than one-size-fits-all advice — and you’ll find it in Nonprofit Help. Written by nonprofit accounting professionals, these custom help topics cover everything from tracking volunteers to releasing restricted assets. You’ll find information on creating reports for your Board of Directors, tracking donations and more.

QuickBooks Enterprise Professional Services Edition

Professional service firms are different from other businesses because they bill for time/services vs. sell goods. Key financial activities include creating estimates, tracking time and project costs, and billing clients. QuickBooks Enterprise Solutions Professional Services helps you manage all these tasks with minimal effort.

QuickBooks Enterprise Solutions Professional Services has the same core features included with the standard edition of QuickBooks Enterprise Solutions, plus special workflows, reports, chart of accounts and expert tips to better serve professional services providers.

QuickBooks Enterprise Solutions is made to be easier to use for professional services firms, such as:

  • Consulting Firms
  • Engineering Firms
  • Architecture Firms
  • Law Practices
  • Physicians & Dental Practices
  • Graphic Design Firms
  • PR Agencies
  • Ad Agencies

Specialized features include:

Seamless Integration with Microsoft® Word

Create letters and envelopes by transferring customer information directly from QuickBooks into Microsoft Word.

Flexible Billing Rates

Different billing rates can be assigned to different employees.

17 Additional Reports for Professional Services Providers

Make informed business decisions with 17 Professional Services reports, including 6 new reports on job costing. QuickBooks tracks costs automatically as you write checks and pay employees. Reports include:

      • Project Costs by Vendor
      • Job Costs by:
        • Vendor and Job Summary
        • Vendor and Job Description
        • Job and Vendor Summary
        • Job and Vendor Detail
      • Project Cost Detail
      • Unbilled Expenses by Project
      • Expenses Not Assigned to Projects
      • Billed Versus Proposal by Project
      • Billed/Unbilled Hours by Person
      • Billed/Unbilled Hours by Person & Project
      • Billed/Unbilled Hours by Person & Activity
      • Open Balances by Customer/Project
      • A/R Aging Detail by Class
      • Project Status
      • Project Contact List, and more!

Professional Services Chart of Accounts

You may not have the time or accounting expertise to set up your chart of accounts to reflect your specific business. QuickBooks Enterprise Professional Services provides you with a preset chart of accounts that have been developed by industry accounting professionals.

Built-In Help & Tips from Industry Experts

What’s the best way to set up projects in QuickBooks? How should you track credit card charges for billable expenses? What’s the best way for attorneys to manage client trust accounts? Find the answers to these and more than 60 other industry-specific issues in Professional Services Industry Expert Tips.

QuickBooks Enterprise Retail Edition

QuickBooks Enterprise Solutions Retail has the same core features included with the standard edition of QuickBooks Enterprise Solutions,22 plus special workflows, reports, chart of accounts and expert tips to better serve retailers. Use it alone, or pair it with QuickBooks Point of Sale software (sold separately) to transfer sales, inventory and customer information to your books in one quick step. It’s perfect for:

  • Bakeries & Donut Shops
  • Food Chains & Franchises
  • Candy Shops
  • Boutiques & Clothing Stores
  • Furniture Stores
  • Toy Stores

Specialized features include:

Sales Summary Form

Users can track their sales results in one convenient place with the Sales Summary form – enter sales for the day, week, or any time period they choose. Calculate sales tax liability automatically, and quickly identify over/under amounts.

Custom Price Levels Feature

Price products competitively—the Price Levels feature lets users create up to 100 price levels for any item, or create customer price levels.

14 Additional Reports for Retailers

The Retail edition helps retailers track the right information easily. Track sales results accurately with the Sales Summary Form. Enter total payments and taxable/non-taxable sales for the day, week — or any time period you choose. Or transfer the information in one quick step from QuickBooks Point of Sale software and you never have to enter it at all! Retail Edition calculates your sales tax liability automatically, and you can easily spot cash drawer over/under discrepancies.

The Retail edition also comes with 14 built-in retail-specific reports that help see where you stand in every area of your business. With just one click, you can run reports that allow you to:

      • Summarize sales by type of payment and spot sales trends
      • Calculate sales tax liability automatically
      • Prioritize bills for payment
      • Keep tabs on your vendor purchases and vendor returns
      • Understand where your profits (or losses) are coming from

Retail Chart of Accounts

Set up QuickBooks for your business right from the start. Choose from predefined company files for a variety of retail business types. They’ll give you the accounts and settings you need, which you can customize at any time. The Retail Chart of Accounts included only in QuickBooks Enterprise Retail was developed by retail industry financial experts to organize your information the way you need to see it. The accounts work with retail-specific reports to give you better insight into your business and easier tax preparation.

Built-In Help & Tips from Industry Experts

Learn how to set up and use QuickBooks effectively for your retail business. Built-in Retail Help Topics offer tips from retail industry experts. You’ll find timesaving, error-saving tips on reconciliation, handling returns, managing credit card payments and integrating the Retail edition seamlessly with QuickBooks Point of Sale or working with other point of sale systems.

Case Studies of Real Businesses Using QuickBooks Enterprise

Commercial Carpet Supplier Lays the Floor Work for Business Growth with QuickBooks Enterprise Solutions

Brian’s Carpet – Commercial flooring product supplier switched to QuickBooks Enterprise Contractor Edition to accommodate their growing business. Previous software: QuickBooks Premier Contractor Edition

Diabetic Shoe Distributer Finds Sure Footing with QuickBooks Enterprise Solutions

Dia-Foot – Wholesale diabetic shoe company switches to QuickBooks Enterprise to streamline warehouse operations. Previous software: Biz-Tracker

Brick Company Find the Right Combination with QuickBooks Enterprise Solutions

The Brick Companies – A commercial property development and management company that switched to QuickBooks Enterprise to save time and money. Previous software: Oracle Financials version 9.5.7

Medical Lab Facility Gets the Results They Want with Quickbooks Enterprise Solutions

Any Lab Test Now – A medical lab facility that switched to QuickBooks Enterprise to reduce complexity and costs associated with managing their accounting and business operations. Previous Software: Sage MAS 90

Window Company Gets a Clear View of their Business with QuickBooks Enterprise Solutions

Jacobson Window Company – A custom window manufacturer that swtiched to QuickBooks Enterprise to empower employees across the company with the right level of information and reduce the cost and complexity of managing their business and field operations. Previous Software: Sage DacEasy

Market Research Firm Improves Quality of Financial Data with QuickBooks Enterprise Solutions

Sterling Research – A market research firm that switched to QuickBooks Enterprise to streamline their accounting and business operations processes, reduce clerical work and spend more time on strategy. Now they are able to go green and save money by significantly reducing the amount of paper they use in their office. Previous Software: AccPac

The Solid Experts Gets the Whole Picture With QuickBooks Enterprise Solutions

The Solid Experts – After a year of unsuccessful implementation attempts and tens of thousands in sunk costs, the Solid Experts left NetSuite and switched to QuickBooks Enterprise Solutions. Previous Software: NetSuite

It’s Clear Cut for Film & Vinyl Design With QuickBooks Enterprise Solutions

Film & Vinyl Design LLC – Film & Vinyl Design switched to QuickBooks Enterprise after deciding that 2007 would be the last year they would overpay for a MAS90 financial management system that didn’t even meet their needs. Previous Software: Sage MAS 90

Restaurant Franchisee Gets a Fresh Start with QuickBooks Enterprise Solutions

Round Table Restaurant Franchise – A franchisee owner looking to update their business management system to support regulatory requirements considered more expensive alternatives but found that QuickBooks Enterprise Solutions not only saves them money but has significantly streamlined their accounting and payroll processes. Previous Software: Great Plains

Meet Our Team

Ruth Perryman is the president of The QB Specialists. She is an Advanced Certified QuickBooks ProAdvisor and a member of Intuit’s Trainer/Writer Network. She is also certified in QuickBooks Point of Sale and Enterprise.

Ruth can be reached at ruth@theQBspecialists.com or 916-380-7171.

Craig Baker, Intuit Channel Sales Manager

Craig Baker is our Intuit Channel Sales Manager. He handles all of our QuickBooks software and hardware orders.

Craig can be reached at craig_baker@intuit.com or 520-901-3061. Make sure to mention The QB Specialists in order to receive our special pricing.

 

Megan Libardi is our Intuit Payment Solutions manager. She handles all of our QuickBooks merchant accounts, including additional services like GoPayment, Billing Solutions, and E-Check processing.

Megan can be reached at Megan_Libardi@intuit.com or 800-601-4083 x60895. Make sure to mention The QB Specialists in order to receive our special pricing.

Noah Raney, QuickBooks payrollNoah Raney is our Intuit Payroll Account Executive. He handles all of our QuickBooks Enhanced Payroll and Assisted Payroll accounts (our Intuit Online Payroll accounts are handled by Ruth).

Noah can be reached at Noah_Raney@intuit.com or 800-498-7401 x86601. Make sure to mention The QB Specialists in order to receive our special pricing.