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

2. QuickBooks Enterprise Solutions 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. QuickBooks Enterprise Solutions 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. QuickBooks Enterprise Solutions 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 – plus Enterprise-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. QuickBooks Enterprise Solutions 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. QuickBooks Enterprise Solutions 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. QuickBooks Enterprise Solutions 7 Easily Setup and Maintain User Access

8. 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

9. 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)

10. 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

11. 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 *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. QuickBooks Enterprise Solutions 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. 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 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 Features for purchasing, production, and sales *Also in Pro/Premier (all) **Requires Velocity Inventory for QuickBooks Enterprise Solutions. Additional fees apply for monthly subscription.

14. 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

15. QuickBooks Enterprise Solutions 15 Available To Promise

16. QuickBooks Enterprise Solutions 16 Sales Order Fulfillment Worksheet

17. 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

18. QuickBooks Enterprise Solutions 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. QuickBooks 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. QuickBooks Enterprise Solutions 20 Financial Statement Designer A View of the Total Screen

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

22. QuickBooks Enterprise Solutions 22 Financial Statement Designer Cell Properties 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

23. QuickBooks Enterprise Solutions 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 Designer Statement Properties

24. QuickBooks Enterprise Solutions 24 Financial Statement Designer Full Control Over Dating

25. QuickBooks Enterprise Solutions 25 Financial Reports from Multiple QuickBooks Data Files

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

27. QuickBooks Enterprise Solutions 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. QuickBooks 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. QuickBooks Enterprise Solutions 29 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 More QuickBooks Compatible Applications at the Solutions Marketplace

30. QuickBooks Enterprise Solutions 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. QuickBooks Enterprise Solutions 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. QuickBooks Enterprise Solutions 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?