QuickBooks Enterprise Solutions 8.0 Meeting growing businesses’ unique needs with QuickBooks legendary ease of use

1. QuickBooks Enterprise Solutions 8.0Meeting growing businesses’ unique needs with QuickBooks legendary ease of use

2. Midsized businesses need…Multiple Users, More User Control & Access • Multiple users touch finance and accounting as a business grows • The users have more defined tasks so they need differing levels/rights of access to data • Some users are not at the physical location so they need access from other locations • The actions of the users need to be monitored better with activity tracking (audit trail)

3. Midsized businesses need… Performance & Scalability • Need to track higher volumes of customers, vendors, employees and products/services • Need quick, granular access to information • Specific reporting of financial information is important because there is more at stake • Software application may be very sophisticated and need connectivity

4. Product Overview • What it is: • QuickBooks Enterprise Solutions is the most powerful QuickBooks product with the capacity, speed, and support for up to 20 simultaneous users needed by growing businesses • Includes all standard QuickBooks features – plusEnterprise-only features for financial control, scalability, advanced inventory management and business analysis • Available in industry-specific editions for Contractors, Manufacturers and Wholesalers, Nonprofits, Professional Services Firms, Retailers and Accounting Professionals • Who it’s for: • Businesses using other ‘mid-market’ applications that are too difficult to use or too expensive to maintain • Current QuickBooks users outgrowing Pro or Premier

5. Let’s Start with the Pretty Face • QuickBooks has been known for its very friendly user interface… easy to do work, easy to navigate • Less learning/training curve with the intuitive interface • Unlimited technical support is available 24/7 as part of the Full Service Plan. • You also have a dedicated support team during standard business hours.

6. Multiple Users, More User Control & Access • Enterprise Solutions comes in 5 / 10 / 15 / 20 user options • You can quickly & easily setup user permissions based on thirteen standard user roles • You can customize 100+ permission preferences to make user access more specific • Remote access through Terminal Services • Enhanced audit trail is on all the time, without a slowdown in performance

7. Easily Setup and Maintain User Access

8. Two tabs: User List and Role List Users List is a list of users currently registered Role List will help to jump-start the user setup From this Role screen: Add, edit, duplicate, or delete a user View permissions of a user Users List and User Roles

9. Type the new user’s name Add password and confirm (highly recommended) Highlight role and click “Add” A user may have more than one role (which happens in smaller companies) Set Up a New User with a Role

10. The role is named and defined The access is shown visually on the left On the right the specific access is defined by checkboxes Very easy to review and maintain Editing a User Role is Easy

11. Capacity for Names and Items Lists • You can add hundreds of thousands of customers, vendors and employees and hundreds of thousands of inventory, non-inventory and service items* • If you need more, add-on packages are available to manage larger lists *Disclaimer: Enterprise Solutions allows you to add up to one million names (e.g. customers, vendors, employees) and up to one million items (e.g. inventory, non-inventory, and service items). Some performance degradation is likely as your lists approach these size thresholds.

12. Remote Access using Terminal Services • Connect remote workers with Terminal Services • This allows for workers outside of your physical location to login as users for your business • It uses an Internet web browser • It has full password security and limited access based upon the user permissions you set up for each user • Your dedicate support team can assist in setting this up for you

13. Advanced Inventory Functionality Production & Inventory Control Purchasing Sales Features for purchasing, production, and sales • Manufacturer’s Part Number* • Backorder on Purchase Order • Unit of Measure Conversion • Bill of Materials: ability to track non-inventory parts • New! Multiple Warehouse Location Tracking** • New! Serial and Lot Tracking** • New! Bar Coding** • Available to Promise • Sales Order Fulfillment Worksheet • Pricing Enhancements: • Enhanced Rounding Options* • Bill of Materials: Ability to add non-inventory part to COGS. • Multiple SO to INV • Multiple Ship-To* • Backorder on SO/INV • Print Pick List/ Packing Slip from SO *Also in Pro/Premier (all) **Requires Velocity Inventory for QuickBooks Enterprise Solutions. Additional fees apply for monthly subscription.

14. Backorder Column on PO, SO, INV • Receive part of an order • Partially fulfill an order • Track remainder until completely received/fulfilled • On all order-related transactions

15. Available To Promise

16. Sales Order Fulfillment Worksheet

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

18. Intuit Business Intelligence • Profit and Loss Dashboard • Perform ‘what if’ analysis to project profit and loss scenarios for your business • Profitability Dashboard • Get an overview of sales, expense, and profit numbers for different time periods • Sales Dashboard • View top ten customers, items and classes by total sales, open sales orders, and gross profit • Three licenses for Intuit Business Intelligence included with purchase of Enterprise Solutions

19. Financial Statement Designer • Provides total control over financial statement preparation • Manager-specific reports can be developed and memorized without exporting to a spreadsheet (like Excel, for example) • Quick learning time for users since the feature-set looks like a spreadsheet

20. Financial Statement DesignerA View of the Total Screen

21. Column Properties – full control over naming Row Properties – full control over naming, content, number characteristics Financial Statement Designer Column and Row Properties

22. 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

23. The Statement Properties has five types: Balance Sheet Income Statement Cash Flow Statement Ratios Retained Earnings Custom – if you really want a challenge! Financial Statement DesignerStatement Properties

24. Financial Statement DesignerFull Control Over Dating

25. Financial Reports from Multiple QuickBooks Data Files

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

27. Key Features Added to QuickBooks Enterprise Solutions 8.0 • Advanced Inventory Management from Velocity Inventory • Included EDI Integration with TrueCommerce EDI • Profitability, COGS, & Sales Dashboards from Intuit Business Intelligence • Run your Database Server on Linux • Improved Start-up Performance • Run Key Financial Reports Faster • Google Maps and Directions • Improved Outlook Integration • Easier Data Import into Enterprise Solutions

28. Integrated Software Solutions • Visit www.qbes.com/integratedsolutions to find software that integrates seamlessly with Enterprise Solutions • Find a software solution that fits your specific industry or business need, including: • Customer Relationship Management (CRM) • Time & Project Tracking • Manufacturing • Barcode Scanning • Human Resource Management • Document Management • eCommerce Solutions • Electronic Data Interchange (EDI)

29. More QuickBooks Compatible Applications at the Solutions Marketplace http://marketplace.intuit.com • Listed by industry (e.g., manufacturing) • Listed by function (e.g., job floor control) • Listed by developer name (e.g., Fishbowl) • Search window available • Summary of packages • Contact information and websites

30. Full Service Plan – Support & Upgrades Annual Subscription First year subscription is included with software purchase. Full Service Plan includes: • All product upgrades • Dedicated support team assigned during business hours • Regular QuickBooks tech support available after hours 24/7 • “Solve each incident with one call” • Call of any issue: from trouble printing checks to need assistance designing a report • Online backup service: up to 10 GB of free online backup storage • Annual renewal $750 (5 users), $1200 (10 users), $1600 (15 users), $2000 (20 users)* *Pricing as of September 2007; subject to change.

31. 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

32. The Next Step • We have reviewed the system as it relates to your business • We have discussed the features that help with scale and financial control • We have discussed Intuit’s (and QuickBooks Enterprise Solutions’) commitment to your success • Where do we go from here?