Intuit QuickBooks Enterprise Solutions Intuit ® QuickBooks ® Enterprise Solutions 12.0 Advanced, easy to use accounting and business management solutions for small and mid-sized companies

Intuit QuickBooks Enterprise Solutions 2 Midsized businesses need… Multiple Users, More User Control & Access 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)

Intuit QuickBooks Enterprise Solutions 3 Midsized businesses need… Performance & Scalability Need simultaneous access by multiple users Need ability to do business in multiple currencies 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

Intuit QuickBooks Enterprise Solutions Product Overview What it is: Enterprise Solutions is the most advanced QuickBooks product… it offers advanced functionality with the ease of QuickBooks to help you run your business more efficiently Includes all standard QuickBooks features – plus advanced features such as sophisticated inventory capabilities, multi-user mode, combine reports from multiple company files, connecting via Windows Terminal Services, and enhanced control over user access Available in industry-specific editions for Contractors, Manufacturers and Wholesalers, Nonprofits, Professional Services Firms, Retailers and Accounting Professionals Who it’s for: Current QuickBooks users pushing the limits of Pro/Premier Businesses using other ‘mid-market applications that are too difficult to use or too expensive to maintain 4

Intuit QuickBooks Enterprise Solutions 5 QuickBooks ease of use Enterprise Solutions looks just like QuickBooks Pro/Premier, which is known for its very friendly user interface… easy to do work, easy to navigate Existing QuickBooks users can move up to Enterprise Solutions easily… just like any other upgrade New to QuickBooks users can get up and running in weeks not months Fast learning/training curve with the intuitive interface

Intuit QuickBooks Enterprise Solutions 6 Multiple Users, More User Control & Access Enterprise Solutions is available in 5-user, 10-user and 30-user licenses 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

Intuit QuickBooks Enterprise Solutions 7 Easily Setup and Maintain User Access

Intuit QuickBooks Enterprise Solutions 8 Users List and User Roles 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

Intuit QuickBooks Enterprise Solutions 9 Set Up a New User with a Role 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)

Intuit QuickBooks Enterprise Solutions 10 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

Intuit QuickBooks Enterprise Solutions 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 *QuickBooks 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.

Intuit QuickBooks Enterprise Solutions 12 Using Windows Terminal Services Connects remote workers by allowing users outside your physical location to login to Enterprise Solutions using an Internet web browser It has full password security and limited access based upon the user permissions you set up for each user Installing Enterprise Solutions on a terminal server versus multiple client computers can also help you run Enterprise Solutions more efficiently and save money on IT related costs Experienced support engineers trained in Enterprise Solutions can assist in setting this up for you

Intuit QuickBooks Enterprise Solutions 13 Advanced Inventory Functionality Purchasing Production & Inventory Control Sales Manufacturer’s Part Number* Backorder on Purchase Order Unit of Measure Conversion Bill of Materials: ability to track non- inventory parts Multiple Warehouse Location Tracking** FIFO inventory costing** Serial number or lot tracking** 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 Features for purchasing, production, and sales *Also in Pro/Premier (all) **Requires QuickBooks Enterprise Solutions Advanced Inventory; additional fees apply.

Intuit QuickBooks Enterprise Solutions 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

Intuit QuickBooks Enterprise Solutions 15 Available To Promise

Intuit QuickBooks Enterprise Solutions 16 Sales Order Fulfillment Worksheet Sort the orders to ship using the criteria that are most important to you, such as: Oldest orders Largest shippable dollar amount Orders that can be filled completely The icons show the sales orders that are: Fully shippable Partially shippable NOT shippable …all on one screen See the detail on highlighted sales orders After you select the orders to ship, you can print Pick Lists, Packing Slips and Sales Orders

Intuit QuickBooks Enterprise Solutions 17 Human Resource Management: Employee Organizer Track a variety of employee information Integrated to the QuickBooks payroll system Provides a variety of management reports Includes Employment Law Update Service

Intuit QuickBooks Enterprise Solutions 18 Intuit Statement Writer Provides total control over financial statement preparation Links your QuickBooks files with Microsoft ® Excel so you can build and update professional statements directly in QuickBooks* Manager-specific reports can be developed and memorized without exporting to a spreadsheet (like Excel, for example) Create Microsoft Word-based letters, cover pages and documents in your report, and bring QuickBooks financial data into your documents* * Requires Microsoft Office 2003, 2007 or 2010, sold separately. Does not work with Microsoft Office Student Edition or Standard Edition.

Intuit QuickBooks Enterprise Solutions 19 Intuit Statement Writer A View of the Total Screen

Intuit QuickBooks Enterprise Solutions 20 Intuit Statement Writer Column and Row Properties Column Properties:full control over naming Row Properties: full control over naming, content, number characteristics

Intuit QuickBooks Enterprise Solutions 21 Intuit Statement Writer Full Control Over Dating

Intuit QuickBooks Enterprise Solutions 22 Financial Reports from Multiple Enterprise Solutions Data Files

Intuit QuickBooks Enterprise Solutions 23 Combining Financial Reports from Multiple Enterprise Solutions Data Files The detailed report grid includes: –Type of report –Date range –Reporting basis –Combined Entity Name –QuickBooks data files to include

Intuit QuickBooks Enterprise Solutions 24 Key Features Added to Enterprise Solutions 12.0 Inventory Center… Easily locate inventory tasks and items all in one place. Also add a notes field or image to each item for quick identification. Excel Integration Refresh*… Automatically save your worksheet formatting when exporting QuickBooks reports to Excel to save time creating recurring or future reports. Serial number or lot tracking** Conveniently track serial numbers or lot numbers right inside QuickBooks. FIFO inventory costing ** Work in FIFO costing in addition to average costing for tracking inventory. Calendar View… See current or past-due invoices, billing and other important tasks all in one place. Enhanced Inventory Receiving… Manage new inventory received by entering item receipts and bills related to each other or to purchase orders. Achieve accurate inventory counts, regardless of the order in which transactions are entered. Automatic Price Adjustments… Set a default percentage or dollar markup for your items. When costs change, automatically increase sales prices by your markup amount. Faster Form Completion… Find items in your sales forms based on item detail directly from your sales order, invoice, or sales receipt. Populate the selected items into the form you’re working on with the click of a button. *Excel integration requires Excel 2003, 2007 or **Additional fees apply for the Advanced Inventory add-on subscription. Requires QuickBooks Enterprise Solutions 11.0 with an active Full Service Plan and an Internet connection.

Intuit QuickBooks Enterprise Solutions Beyond Accounting… Intuit’s offers additional business solutions that work seamlessly with QuickBooks Enterprise Solutions to streamline additional business tasks Intuit Payroll Complete your entire payroll in just a few clicks. Reduce your tax penalty risk and complete your payroll faster with affordable, expert assistance. Intuit Merchant Service for QuickBooks Take credit and debit cards right in your QuickBooks software, no need to buy a terminal or extra software. Accept payments online, by phone, fax or . Eliminate double data entry. Intuit Check Solution Reduce trips to the bank and eliminate manual accounting for check payments. Easily find payment records to respond faster with check and remittance information archived in QuickBooks transactions.

Intuit QuickBooks Enterprise Solutions 26 For More Specialized Needs… QuickBooks Enterprise Solutions Advanced Inventory Provides multi-location inventory, FIFO costing, and serial number or lot tracking built right into QuickBooks Enterprise Solutions Intuit Field Service Management ES Provides real-time updates from the field, efficient job scheduling and on-the-spot invoicing Third Party Developed Apps Visit qbes.com/apps to find additional apps that work with Enterprise Solutions Apps available for specific industry or business needs, including:  eCommerce Solutions  Human resource Management  Document Management  Customer Relationship Management (CRM)  Manufacturing / ERP  Time & Project Tracking

Intuit QuickBooks Enterprise Solutions 27 Full Service Plan – Support & Upgrades Annual Subscription First year Full Service Plan subscription is included with Enterprise Solutions software purchase, and includes: All product upgrades Unlimited technical support Interactive training tools to help you get up to speed Online back-up service Data protection services Annual Full Service Plan renewal fee: $850 for 5 users $1,300 for 10 users $2,000 for 30 users *Pricing as of September 28, 2009; subject to change.

Intuit QuickBooks Enterprise Solutions 28 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 “[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

Intuit QuickBooks Enterprise Solutions 29 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 Enterprise Solutions’) commitment to your success Where do we go from here?