QuickBooks Enterprise is an end-to-end accounting solution designed to grow alongside small businesses. The software provides tools for managing inventory, tracking sales, generating reports, and running payroll. QuickBooks Enterprise also provides industry-specific solutions for contractors, retail, manufacturing and wholesale, and nonprofit organizations.
With QuickBooks Enterprise, users can control each team member’s access to information with individual user roles and permissions, to ensure that all employees can access the data they need while sensitive information is kept private. The Advanced Inventory tools enable the management and tracking of inventory from within QuickBooks. Enhanced Pick, Pack, and Ship allows users to manage order fulfilment workflows from a single dashboard. Users can also scan barcodes when picking or receiving inventory, track product locations and movements, automatically upload inventory counts from multiple warehouses, and generate custom inventory reports.
QuickBooks Enterprise’s Advanced Pricing system lets users control, customize, and automate their pricing. Manufacturer markdowns, quantity discounts, price changes by class, and scheduled promotions are all supported, and users can create price rules with any combination of factors, including items, vendors, customers, classes, and custom fields. Advanced Reporting provides users with industry-specific template bundles, pre-filled with company data to reduce manual data input errors.
QB has helped not only us but many thousands to know where we are heading in our business, thereby reach our corporate objectives and financial goals and survive in this competitive and challenging business environment by systematically managing resources.
Thanks, QB team for the great efforts you have taken and I wouldn’t hesitate for a moment to recommend QB to any small to medium scale user.
The best part in QB is that it doesn’t allow others to toy around when it comes to managing the ‘returns for your efforts’.
You don’t need to be an accounting professional to work with QB, but a little playing around with the software gives you a glimpse of the workings and gradually guide you through to become an expert in managing your financial matters yourself or even supervise a basic level staff member in handling your financial matters if it’s a small to average scale business. The passwords systems at various levels ensure the security and prevent manipulation of data by other fellow users. With long years of improvements and with the feedback of users of various levels and a variety of trades, QB has become the leader in this category.
QB has simplified most of the bookkeeping tasks in a diverse array of businesses be it services, trading, manufacturing or your personal accounts. It has gone beyond accounting software to function as an ERP in our manufacturing facility. It has become another machine in our plant with no complaints of overwork, no leave, no annual bonuses, and no work stoppages. If the accounts guy is away, I myself take his place with all other priorities. It’s so simple even for those who are not IT savvy.
whenever there are glitches, there are enough resources available in the community forums or the Intuit support team. Having said that, I wouldn’t say that QB is the only and perfect system, as there could be glitches during different applications, but with the help of the users, QB team can update the system for better performance for the benefit of all concerned.
The main benefit of quick books for my business is the ease of use for everyday bookkeeping tasks, and interfacing with our accountant for year and and quarterly filings. Also, it is such a standard software that it is easy to find new hires with quickbooks knowledge. Once your Quickbooks is set up to suit your business, keeping it up is really easy. It also saves on paper waste as documents and receipts and invoices can be scanned right into the software and the physical copies destroyed.
Quickbooks contains everything you could need for most organizations. The user interface is a bit difficult to navigate, and could use updating, but the funcionality is there. My favorite feature is being able to attached scans of documents or receipts right to a transaction. You can upload saved scans from your computer, or quickbooks will interface with a scanner to scan them directly into quickbooks, which is very handy. This cuts down on lots of paper in the office. Also, the accountant function is great for utilizing a 3rd party bookkeeper. You can send out a portion of the quickbooks file to your accountant to make changes, meanwhile still being able to use the software and update with new changes.
The interface takes a lot of getting used to. The usual keyboard shortcuts don't work in Quickbooks, and pulling reports is clunky, but functional in the end. There is so much functionality packed in that it is hard to navigate to simple things sometimes. Not all companies need inventory management and purchase order tracking, and complicated payroll features, but some of these functions are always turned on.
The benefits of using QuickBooks are that I stay organized by recording all of my sales, income and expenditures in real time as they happen which saves me in accounting expenses such as hiring this work out. Also...I liked QuickBooks so well for my small business that I use it to record all of my personal finances as well. I love the reports I have easy access to as well such as Profit and Loss statements that allow me to see quickly how my business is doing this year compared to previous years. I also love that I can track what I'm spending in customized categories that I've created. It also gives me tremendous insight into my sales, ie what is selling, what is not and how it compares to previous years. I highly recommend QuickBooks for not only keeping your finances straight but also for the reports that give you valuable insight into your business.
Once you familiarize yourself with the product it's easy to use. I have been using QuickBooks for 16 years for my small business for all of my daily, weekly, monthly and quarterly bookkeeping needs. It saves me time and money on accounting expenses and allows me to stay organized. Because I handle all the day to day accounting needs thru QuickBooks I only have to pay my accountant to handle my yearly tax return. And because QuickBooks makes it easy to stay organized with income, sales and expenditures my accountant spends less time preparing my tax return which also saves me money.
That the Cloud version is a bit too pricey for my small business needs.
Thank you for the excellent review, Sheri! I'm delighted QuickBooks is saving you time when managing your daily, weekly, monthly and quarterly bookkeeping, and it's wonderful to know the program has been backing your small business for over 16 years.
I'm sure you're a pro by now, but if you ever need support, know the answers you seek are only a short search away on our Community website. I encourage you to explore this site when you have a moment to spare: https://quickbooks.intuit.com/community/US-QuickBooks-Community/ct-p/community-us
I'm thrilled QuickBooks has been able to help you with your financial records, regardless of them being personal or business-related. Thank you again for this excellent review, Sheri!
Clay, The QuickBooks Team
Overall, it’s a great program for self-employed people with fairly simple business practices... people who are service providers (massage therapists, counselors, interpreters, consultantsc etc). I had more complex businesses so am used to a bit more flexibility than QB Self-Employed offers, but they are mostly preferences than actual essentials (except the Chart of Accounts comment above). I recommend it to everyone!
The software tracks your trips and you later pick business or personal for each trip. It shows you the address for both origina & destination, as well as time of day, which makes it easy to figure out what the trip was for. QB keeps an updated tally of your mileage deduction for tax purposes.
EASY CATEGORIZATION OF EXPENSES:
Automatically populates transactions from your bank AND credit card accountant into the ledger, so all you need to do is select which expense category it belongs t! Qb will ask if you want to set up a “rule” so that all transactions from AT&T (let’s say) are automatically categorized into utilities when they are imported from your financial institution.
Create a template and you can duplicate it later when billing the same person/business. You can easily send the invoice from the QB platform and what the client get s is a really professional, polished email with the invoice in the body of the email, and he receiver can download a pdf if they choose. QB keeps track of paid and unpaid invoices, making it easy to see who you need to follow up with for payment.
For tax purposes, the reports QB does make saving and tallying receipts a *ridiculous* practice. There is NO reason to ever do your books on excel. Too many mistakes when things are done manually. And it requires SO much time to input amounts, categories, etc. This is all done for you in a fraction of the time using QB Self-Employed.
CHART OF ACCOUNTS:
I switched which credit card I use as my business card and want to stop automatically importing transactions from the old credit card (which I am now using for personal expenses). You can’t turn off imports for a particular account without losing all former transactions associated with that card/account. This completely changes the Profit and Loss reports. I had to call customer service and they had to do a whole delete thing where now all transactions from deleted accounts are called “cash,” which is misleading and unclear.
There is only one income category to choose from. I have to classes of self-employed work I do that uses the same bank account and credit card. I’d like a way to assign Income A and Income B, so that when I look at my Profit & Loss reports, I can see at a glance how much I earned from type A kind of work and how much I earned from Type B.
There is no way to add or change the provided categories. I understand QuickBooks does this so that each category that is offered is automatically associated with a particular tax deduction item approved by the IRS, but it would be nice to be able to add a category that suits my business and select the associated IRS deduction category when setting it up.
You can’t make up your own invoice numbers. I would like use the same first 2 numbers or even letters for each client I invoice, but you can’t. You have to use QB’s automatic numbering system.
We use QuickBooks Enterprise for Non-Profits, which allows ODBC access into the data to provide access for external reporting capabilities from products like Crystal Reports. This can be a powerful feature depending on your reporting needs.
QuickBooks is easy to install and configure, includes many useful out of the box reports, easy to read visual indicators for things like receivables and payables, and an easy to configure and process payroll solution. We use the Intuit Enhanced Payroll subscription, which has significantly cut down on the labor involved in processing payroll. We can easily customize, memorize, and schedule reports to ensure our department heads are kept up to date on their budgets. We use the system to track our endowments, auxiliary cash accounts, and profit and loss for projects and individual organizational units. Over the past several versions they have greatly improved the shared company file feature, so managing multi-user access has become much easier and more robust.
Though Intuit recently introduced the ability to use multiple monitors with QuickBooks (a much overdue feature), they require that all monitors use the same scaling. It's not a huge deal, but a little inconvenient since I use a laptop and would prefer the built-in display panel on the laptop to be 125% and the two external monitors to be 100%. Also, the way they implement multi-monitor display is a little weird... the main app spans monitor screens, and sub-windows are drug from monitor to monitor within the main app's window. It would be much more user friendly if the sub-windows (such as the home screen, various reports, data entry windows, etc) can be moved around independently of the main app's window. This is how most other apps work and I believe how Windows was designed to handle multi-monitor use.
Three hosted packages are available - Silver, Gold, and Platinum.
Pricing is based on the number of users required.
Starting price for one user:
• Enterprise offers a range of industry-specific solutions for contracting, manufacturing & wholesale, retail, professional services, and non-profit organizations, which are loaded with special features and reports.
• Individual user roles and permissions can be set for over 115 different activities, ensuring that all team members are given access to the information they require while the rest is kept private.
• QuickBooks Enterprise’s Advanced Inventory allows users to track inventory across multiple locations, from bin to sale, with mobile barcode scanning.
• The central dashboard enables the management of picking, packing, and shipping workflows from within a single dashboard.
• Advanced Reporting allows users to create customizable reports using industry-specific template bundles, which are automatically filled with company data to reduce manual data entry errors.
Below are some frequently asked questions for QuickBooks Enterprise.
QuickBooks Enterprise offers the following pricing plans:
Starting from: $111.2/month
Pricing model: Subscription
Free Trial: Available
Three hosted packages are available - Silver, Gold, and Platinum.
Pricing is based on the number of users required.
Starting price for one user:
QuickBooks Enterprise offers the following features:
QuickBooks Enterprise has the following typical customers:
Mid Size Business, Non Profit, Small Business
QuickBooks Enterprise supports the following languages:
QuickBooks Enterprise has the following pricing plans:
We do not have any information about what devices QuickBooks Enterprise supports
QuickBooks Enterprise integrates with the following applications:
Gmail, Microsoft Excel, Microsoft Outlook, Microsoft Word, Office 365, QuickBooks, Quicken, Salesboom CRM
QuickBooks Enterprise offers the following support options:
FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials