Enterprise Solutions

What is QuickBooks Enterprise Solutions?

QuickBooks Enterprise Solutions is the most powerful QuickBooks product with the capacity, speed, and support for up to 30 simultaneous users needed by growing businesses.

It includes all regular QuickBooks feature – plus Enterprise-only features for financial control and scalability.

Comes in industry-specific versions for Accountants, Contractors, Manufacturers and Wholesalers, Nonprofits, Professional Services Firms and Retailers.

Who it’s for:

Businesses on other systems that are overly complex or expensive

Current QuickBooks users outgrowing Pro or Premier

Add Up to 30 Simultaneous Users

• You can quickly & easily setup user permissions based on thirteen standard user roles.
• It has over one hundred user preferences to make access more specific.
• Remote access through Terminal Services.
• Enhanced audit trail to be on all the time, without a slowdown in performance.
• You can add 100,000 or more Customers, Vendors and Employees and 100,000 or more inventory, non-inventory and service items.*
• If you need more, add-on packages are available to manage larger lists.
• 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.
• 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.

Extra Capacity for Tracking Customers and Inventory

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 so there’s no limit to your growth.5

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.

Pull Up Customer and Inventory Data Quickly

Tracking lots of customers or inventory items can make it a challenging to quickly find and pull up a specific record. Not anymore. Enterprise Solutions’ search toolbar helps you quickly produce the specific records you’re looking for. Enter search criteria such as customer name or inventory item description, whatever data point you have on hand, and specify the field name to search within. If you’re not sure, you can search all fields, including the Notes field and custom fields.

You can also use Google DesktopTM to quickly find customer, vendor, or financial information in Enterprise Solutions. Simply type in a word or phrase you’re searching for and you’ll get a complete list of files that best match your search. Click on the link and go straight to the customer or invoice you want in Enterprise Solutions or a desktop file. The Google DesktopTM tool can only search Enteprise Solutions data when it is accessed from within the program and you can decide whether you want to install the tool or not. You have full control over the search and your information is never sent to other parties – ever.

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 Microsoft Windows Terminal Services to allow password-protected access by authorized users.12 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.

Learn Enterprise Solutions Quickly

Boost your confidence with Enterprise Solutions and maximize your productivity. The built-in Learning Center tutorials show you, step-by-step, how to put more QuickBooks features to work for your business. Find out how to streamline everyday jobs like invoicing, paying bills, creating meaningful reports, and more.

Run Key Financial Reports Instantly

Instantly know how your business is doing. Create a complete financial statement based on your current data. Generate standard business reports including Profit and Loss, Balance Sheet, Statement of Cash Flows, Sales, and many more. In addition, you can easily customize reports to fit your specific needs.

Automatically Track Expenses & Pay Bills

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. Print checks one-at-a-time or in batches.

Instantly Download Bank & Credit Card Transactions

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.

Generate Customized Financial Statements

Choose from over 20 customizable financial statement documents and save as templates. Format statements to meet your specific needs using built-in spreadsheet-like tools. Insert columns for prior-year balances, or to show percentages or variances between other columns. Insert rows for sub-totals, to group accounts in any way that you want, or even blank rows for spacing.

Financial statement layouts include, balance sheets, income statements, cash flow statements and financial ratios reports. All financial statements can be saved and emailed as PDF files or exported to Excel.

Always-on Audit Trail

Track changes to important information at all times without sacrificing speed. See more activity details, including transactions voided, deleted, or cancelled.

Fixed Asset Manager

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 Tax Deductible Expenses Automatically

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.

Choose from Over 120 Built-in Reports

Enterprise Solutions’ standard built-in reports, such as Forecast Overview, Forecast vs. Actual, Profit & Loss Budget Performance, and A/P Aging Detail, give you greater insight into your business’s performance. 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.

Track Hundreds of Thousands of Parts or Service Items

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.
Create Bills of Materials to Track Costs and Components
Create Bills of Materials (“BOMs”) or “kits” to track the costs and inventory for assembled products more accurately.
• Create BOMs with the Build Assemblies feature.
• Include both material and non-material costs – such as labor and overhead – on BOMs to accurately track costs.
• As you build finished goods, Enterprise Solutions automatically deducts component items from your inventory.
• See how many finished goods you can build based on your current inventory.
• Alerts let you know 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.

Back order Tracking

Easily see back ordered items on purchase orders, invoices and other sales forms.
• Back order Tracking columns on sales orders, invoices, and other sales forms show exactly what still needs to be shipped.
• Back order Tracking columns on purchase orders show what you are still expecting from vendors.

Customizable Price Levels

Keep your prices competitive without leaving money on the table by varying your per-item discounts to maximize sales and move inventory. Set as many as 100 levels of pricing discounts per item. Each level can discount by a flat dollar amount or percentage. QuickBooks automatically applies the right discounts to estimates and invoices.
• Create up to 100 price levels for each item.
• Discount each level by a flat dollar amount or percentage.
• Define different pricing levels for each type of customer such as high-volume, preferred, or retail customers and link customers to a level.
• Automatically round your prices so they end in .99, .49, .00, or .50
• Define your own rounding convention to have your prices end in .97 or .47, for example.

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:
• 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.10
• Multi-parcel shipping lets you easily print labels and ship multiple packages from single shipment orders.
• Thermal printer support (Zebra 2844).

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.

Find Key Customer Information Instantly

The Customer Center puts all your important customer details in one simple screen.
• See all your customers and exactly what they owe.
• Click on a customer’s name, and immediately see their entire transactions history (estimates, invoices, received payments, and more).
• See all customers’ pertinent contact information (phone number, fax number, and payment terms).
• Filter customers to see just active customers, or ones with an open balance, or create a custom filter.
• View a list of customer transactions, such as open invoices or received payments, for all your customers in one screen.
• Find any customer transaction like invoice, payment, etc. and click through to the actual form without running a report or using the “find” function.
Create & Send Estimates, Sales Orders, Invoices
Create estimates and invoices in seconds and email them to your customers right from Enterprise Solutions.
• Duplicate and edit previous estimates to create new ones without rewriting all the details.
• Generate sales orders from estimates with one click to track customer orders.
• Instantly turn sales orders into purchase orders or work orders for your production floor.
• As you ship, turn estimates into invoices for all or part of any sales order.
• Turn any estimate, sales order or invoice into a PDF and email it to your customer.

Apply Different Units of Measure on Sales Orders

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

Boost customer confidence and satisfaction by quickly making better decisions on allocating your inventory. 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.
• Estimate ship dates for back ordered items more realistically.
• “Borrow” items that have been committed to another customer in order to ship to a preferred customer.

Manage Multiple Customer Addresses

Add multiple customer shipping and email addresses to make tasks like shipping and invoicing easier than ever before.
• Store up to 200 shipping addresses per customer.
• Store multiple e-mail addresses per customer.
• Set default “copy” (cc) and “blind copy” (bcc) email addresses by customer.
• Set company wide default email addresses to pre-populate these fields.

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.

Apply Payments & Calculate Sales Tax

Enterprise Solutions automatically tracks every invoice until it’s paid.
• Apply received payments or credits to one invoice or several in a few simple steps.
• Apply the correct sales tax on sales forms such as invoices and track sales tax and non-taxable sales automatically.

Design Professional-looking Forms & Customer Correspondence

Easily design and use custom forms, such as estimates, invoices and sales orders. Choose from more than 100 pre-designed, professional-looking forms and customize them to look and work just the way you want. Add your logo, create and use custom fields, and set fonts and colors. The auto preview feature allows you to customize your forms in real time so you know how they will look before you print them.
• Add tinted boxes, round-cornered boxes, your logo and other images.
• Add “boilerplate” text, such as terms and conditions.
• Add boxes for news, such as policy changes or sales events and more.

Connect Your Sales Force Remotely

Unify remote workers and satellite offices with a high-performance, “real-time” link to your QuickBooks data. Enterprise Solutions works with Microsoft Windows Terminal 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 onsite or offsite.

Easier Setup and Improved Integration with TrueCommerce EDI

Save time while meeting customer requirements with a comprehensive Electronic Data Interchange (EDI) solution from TrueCommerce.9 EDI is the most widely-used form of business-to-business electronic commerce, and it is often a requirement of doing business with large organizations like Wal-Mart, General Motors or the federal government.

Integration with TrueCommerce EDI is easy and reliable. You can quickly setup and start using it right from within Enterprise Solutions. More than just email, TrueCommerce EDI lets you import and export important information directly to and from Enterprise Solutions, providing an efficient and scalable way to automate order processing and address the growing demands of your business. And if you ever need help with your customer information or transactions, you have access to free, unlimited phone support from knowledgeable EDI professionals.

Track Hundreds of Thousands of Vendors

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

Find Key Vendor Information Instantly

The Vendor Center puts all your important vendor details in one simple screen.
• See all your vendors and exactly what balance is owed them.
• Click on a vendor’s name to see your entire transactions history (bills, checks, purchase orders, and more) with that vendor.
• See all vendors’ pertinent contact information (phone number, fax number, and payment terms) without having to go to different screens.
• See exactly how much business you’re doing with each individual vendor without running separate reports or going to different screens.
• Quickly look up a bill, when you paid it, and the check number you paid it with.
• Sort your bills by due date to stay on top of finances.
• Filter vendors to see just active vendors, or ones with an open balance, or create a custom filter.
• View a list of vendor transactions, such as bills or checks, for all your vendors in one screen.

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.
• Turn any purchase order into a PDF and email it to your vendor.

Apply Different Units of Measure on Purchase Orders

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.

Receive Items & Pay Vendors

Enterprise Solutions automatically tracks every purchase order until the items are received and your vendor is paid.
• Create receipts for items received.
• Enter bills when they arrive and be alerted when they’re due.
• Turn each bill entry into a check with the click of a button.
• Print checks one-at-a-time or in batches.

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.
• Setup notifications to alert you when items should be reordered based on low inventory levels or when new orders exceed what’s on hand.

Find Key Employee Information Instantly

The Employee Center puts all your important employee details in one simple screen.
• See what you’re paying each employee.
• Click on an employee’s name to see their entire payroll history and their contact information.
• Click on any check to see all the detail and answer employee questions.
• The Payroll Center helps manage payroll and payroll compliance.
• Pay employees, pay tax liabilities, fill out important tax forms, and track payroll expenses – all from a single, at-a-glance screen.
• Answer a few simple questions about your liability schedules, and you can see what liabilities have accrued, what agency to pay, and when. You will then be able to pay liabilities directly from the Payroll Center, and drill down to get more details if needed.
• Once a payment has been made, all your information is updated in QuickBooks.
• Get simple examples, links, and tips to help you keep on top of your payroll situation.
• Even the process of setting up payroll has been greatly simplified with questions that walk you through step-by-step, help at the time of need, and 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 time sheet on the Web. Easily download submitted online time sheets right into Enterprise Solutions in one click. A free 60-day trial of Time Tracker is included with Enterprise Solutions 8.0.

Centralized & Secure Employee Information Tracking

Protect your company against lawsuits by centralizing your employee information, and documenting your compliance. 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.

Employment Forms, Letters & Templates

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.

Payroll Processing Including Direct Deposit

Enterprise Solutions’ easy-to-use payroll tools offer several ways to streamline the payroll process from setting up new employees to automating payroll. Included is a Direct Deposit feature that will save you the trouble of printing paychecks, and save your employees a trip to the bank. With Direct Deposit, Enterprise Solutions lets you deposit employees’ pay directly into their bank account(s).

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. For example, you can give a user access to use the check register but restrict his access to payroll to prevent him from viewing payroll checks. Enterprise Solutions will obfuscate the payroll check entries so he can continue to use the check register without seeing the payroll checks.
• Allow or restrict your users to access over 115 individual reports, bank accounts, lists and activities in Enterprise Solutions.
• Customize each user’s access level to view-only, create, modify, delete, print or any combination thereof.
• View the permissions report to know which users have access to what.

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 typical 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.

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.
• Records transactions that are being entered, edited or deleted from the system.
• Helps protect you against employee fraud and detect employee errors.
• Helps protect you against employees who attempt to make fraudulent transactions and then cover their tracks by deleting or editing the transactions to appear normal.
• No impact on Enterprise Solutions’ performance.

Flexible Administrative Controls

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 user permissions and company preferences, to your in-house administrator.


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