Enterprise-Advanced Reporting

QuickBooks Desktop Enterprise:
A smarter way to do business.

With remote access,* QuickBooks Enterprise can manage inventory, reporting, sales, time tracking, and payroll from anywhere.

To learn more, call 061 982 324.

Learn more

QuickBooks Desktop Enterprise:  <br/>
A smarter way to do business.

Customize reports to capture the data that matters

Modify any of 200+ built-in reports by applying filters, adding or removing data points, or adding custom fields to focus on critical metrics for your business. And save customized reports as templates so you can run them anytime.
 

If the data is in QuickBooks, you can report on it

There’s no limit to the fully customizable reports you can build from scratch, from any data set. You can even combine financial reports from multiple entities or businesses* so you can see the full picture. And find comprehensive help online at the Advanced Reporting Training Center to master the build-your-own reporting tool.

es-features-ar-img-screen-fully-customizable-reports

Reports built for your business

Use industry-specific* reports for manufacturing and wholesale/distribution, contractors, nonprofits, professional services, and retail. Examples include:
 
  • Sales Graph
  • Sales by Class, Customer, Item, or Rep
  • Profit & Loss by Job
  • Unbilled Costs by Job
  • Cost to Complete by Job
  • Open Purchase Order by Vendor
  • Inventory Valuation Summary
  • Inventory Stock by Item
  • Assembly Shortage
  • Assembly Bill of Materials
 
es-features-ar-img-screen-industry-specific-reports

Budgeting and forecasting tools help you plan for the future

Enterprise has budgeting and forecasting tools to help you create and revise numerous budget, plan and forecast scenarios. You can create next year’s budget from scratch, or use last year’s Profit and Loss data to start one. Forecasts in Enterprise help you predict future revenue and cash flow. Create a financial forecast from last year’s data, or from scratch.

QuickBooks Enterprise

NEW! Bill workflow approvals*

Manage cash flow and boost transparency with customizable bill workflow approvals. One dashboard lets you maintain cash flow oversight and track bills that need approval. Employees get timely reminders so they don’t miss an approval deadline. Easily set up approval flows that cater to your business with out-of-the-box templates.


NEW! Enhanced computing power

QuickBooks Desktop includes improved utilization of the 64-bit processors found in most computers to maximize performance and stability, making QuickBooks up to 38% faster.* You'll be able to maintain seamless third-party integrations by using the developer-preferred infrastructure and get the peace of mind that comes with knowing QuickBooks meets modern operating system standards.

 

NEW! Sales order fulfillment worksheet

Get paid faster and reduce billing complexity by managing the sales order process from a single location. Save time with convenient batch invoice creation within the sales order fulfillment worksheet. Plus, get a prompt to generate an invoice when you mark an item as shipped.


NEW! Upload bills with the Desktop mobile app

Save time by automating bill entries using the QuickBooks Desktop mobile app. Just photograph, import, and review. Have your vendors send email invoices directly to QuickBooks, which will automatically draft bill transactions for your review. Stay organized by attaching files to bill transactions for simplified audit trails.

NEW! Attach documents to transactions

Attach documents to transactions faster by directly uploading them via the QuickBooks Desktop mobile app. You can even attach multiple documents at once. Eliminate the need to store physical documents and stay organized.



 

NEW! Customize bill payment stubs

Maintain professional and consistent communications by emailing customizable bill payment stubs to your vendors. Save time by immediately emailing bill payment stubs to one or multiple vendors at once. Easily edit your logo, formatting, balance-paid-to date, and other required billing information, all from within QuickBooks.

NEW! Choose from multiple email contacts

Send emails more quickly by choosing the right recipients from a list of customer or vendor contacts. Reduce errors from manually entering email addresses.
 

Simplify warehouse management

 
  • Track product movement and storage, and update inventory status in real time.
  • Easily transfer inventory between locations.
  • Use serial and lot numbers* to manage inventory, warranty claims, or track defects.
  • Audit inventory in real time without shutting down your warehouse.
  • Gain deep business insights with customizable inventory reports.

Automate order management

  • Empower employees to fulfill sales orders and prioritize the most urgent orders – and check status in real time.
  • View critical information like ship date, inventory availability, and value of order.
  • Fulfill sales orders faster by sending pick/pack instructions to mobile barcode scanners.*
  • Create custom pick lists to be completed by warehouse workers in multiple locations.
 

Improve efficiency with barcode scanning*

  • Scan items right from your mobile device and automatically sync with QuickBooks, making it easier to sell your merchandise.
  • Speed up receiving and picking, help reduce data entry errors, and send sales orders to workers on the floor or in another warehouse.
  • Print barcode labels with prices* so customers and employees alike have pricing information at their fingertips.
 

Track inventory costs your way

  • Accurately track product costs the way you want to with automated processes that save you time and effort.
  • Identify freight, insurance, and other costs with landed cost.*
  • Used FIFO or average cost accounting.
  • Closely track material costs and COGS to set prices that keep the margins you need.

See how Advanced Pricing helps business

Use pricing to your advantage. Quickly change prices
to keep your bottom line upwardly mobile.
 

Customize reports to capture the data that matters

Modify any of 200+ built-in reports by applying filters, adding or removing data points, or adding custom fields to focus on critical metrics for your business. And save customized reports as templates so you can run them anytime.
 

If the data is in QuickBooks, you can report on it

There’s no limit to the fully customizable reports you can build from scratch, from any data set. You can even combine financial reports from multiple entities or businesses* so you can see the full picture. And find comprehensive help online at the Advanced Reporting Training Center to master the build-your-own reporting tool.

es-features-ar-img-screen-fully-customizable-reports

Reports built for your business

Use industry-specific* reports for manufacturing and wholesale/distribution, contractors, nonprofits, professional services, and retail. Examples include:
 
  • Sales Graph
  • Sales by Class, Customer, Item, or Rep
  • Profit & Loss by Job
  • Unbilled Costs by Job
  • Cost to Complete by Job
  • Open Purchase Order by Vendor
  • Inventory Valuation Summary
  • Inventory Stock by Item
  • Assembly Shortage
  • Assembly Bill of Materials
 
es-features-ar-img-screen-industry-specific-reports

Budgeting and forecasting tools help you plan for the future

Enterprise has budgeting and forecasting tools to help you create and revise numerous budget, plan and forecast scenarios. You can create next year’s budget from scratch, or use last year’s Profit and Loss data to start one. Forecasts in Enterprise help you predict future revenue and cash flow. Create a financial forecast from last year’s data, or from scratch.

Manage order fulfillment with one system

Order management systems (OMS) manage all aspects of tracking and fulfilling sales orders. This can include order processing, forecasting, inventory management, and invoicing. QuickBooks Desktop Enterprise offers powerful solutions to efficiently manage the order fulfillment process.

es-features-om-img-manage-order-fulfillment-with-one-system-2x-opti

Automate order management and reduce errors

QuickBooks Enterprise automates many of the steps between receiving orders and delivering them to customers. Fulfill sales orders faster by sending pick/pack instructions to mobile barcode scanners. Print shipping labels with pre-filled company and customer information right inside QuickBooks. The Salesforce CRM connector* syncs with QuickBooks to help reduce duplicate data entry, automatically generate sales orders and invoices, and more.

 

Work from anywhere with remote access

Add remote access to use QuickBooks Enterprise from anywhere, anytime, on any device.* Your team all works from the same protected data, which is encrypted and backed up. Whether you’re working from home, taking an order in your retail store, or packing an order in the warehouse, your data automatically updates and syncs across devices in real time.

Sold separately.
 

Simplify order entry

In today’s business world, customers expect to place orders by phone, in store, and online. QuickBooks Desktop Enterprise manages them all with ease. Once an order is fulfilled and the invoice is sent, you’ll get automatic updates for real-time tracking and prevent backorders or stock-outs.


Easily fulfill orders

A central dashboard helps you track and manage orders from start to finish, including printing shipping labels and updating order status. Once an order is placed, send it to the fulfillment team for picking and packing via a mobile device, barcode scanner,* or by printing it.

Get paid faster

With automated invoicing and payments,* you can save time, reduce errors, and increase accuracy. Multiple orders can be invoiced on the same bill, or if an order was not fulfilled completely, you can track a partial invoice. Plus, with the Salesforce CRM connector,* you can automatically generate an invoice or sales order in QuickBooks when a lead is closed in Salesforce.*
Merchant processing fees and rates apply; Salesforce CRM connector add-on subscription sold separately

Job Costing Center

The Job Costing Center gives you a snapshot of how your business is doing overall. It summarizes key information on one dashboard. Drill down into the details to see which projects are the most profitable, or which ones need your attention.


 

Track costs automatically

Enterprise saves you time and effort by letting you assign material costs to projects as soon as expenses are incurred. Easily attach employee digital timesheet entries to a project. Enterprise does the calculations for your reports and invoices so you’re in control of your costs.

Find expenses not assigned to jobs

Enterprise gives you visibility into all expenses not currently assigned to a job so you can make sure nothing falls through the cracks.

Flexible billing rates

Assign different hourly rates to different employees. Assign one rate for your foreman and another for your workers. There are no limits on the number of different rates, which are reflected automatically on invoices as well as job cost and profitability report

Easily manage change orders

Eliminate surprises for your clients with accurate, complete estimates, including change orders. Track and highlight changes to existing estimates, showing all change orders and the resulting cost impact, every time.

Committed costs by job report

The committed costs by job report lets you see how much you’ve spent by project, how much you still need to spend to completion, and how far over or under budget you are. It even tracks non-posting costs like open purchase orders and unpaid wages.

Work-in-progress report

The work-in-progress report lets you see the percent complete of each line item in your estimate. It gives you up-to-the-minute information on expected and actual revenue for jobs in progress and tells you what you can invoice for right now.

Job costs by job

This report lets you see where your money is going by giving you a summary view of job-related expenses for each job you’re working on.

Employee time tracking

Whether you have workers on multiple job sites, in the field, or multiple offices, everyone can use QuickBooks Time on their mobile devices to track time. Geofencing* gives employees alerts to clock in or out when entering or leaving a job site. And there’s no need to manually comb through timesheets to enter hours in your payroll system – tracked time is imported into QuickBooks with one click to save you time and stop errors.

*Formerly TSheets Elite; per-employee fees apply.



 

Get profitability insights at a glance

See at a glance which projects – and which team members – bring in the most revenue. An interactive dashboard shows you profitability by customer, project, staff, and service. You can modify to show profitability by geography, customer fields, and more.

Bill by multiple hourly rates

No matter how many different hourly rates your team bills at, Enterprise can handle it. Costs are calculated automatically based on each employee’s unique hourly rate—and reflected that way on client invoices. You can assign different billing rates by client, project, or service. Consolidated invoices will reflect billable amounts by hours worked, flat fee arrangements, or a combination of both methods.

Calculate costs automatically

Assign material costs to projects at the time expenses are incurred. Easily attach digital timesheet entries to a project. Enterprise does the calculations for your project cost and profitability reports and invoices so you’re in control of your costs.


Track unbilled hours and expenses

Get visibility into all your expenses, including hours worked that are not currently assigned to a project. Add unbilled hours to your next invoice. See unbilled hours by person, project, service, client, or any combination of these.

Track project progress and profitability

Zero in on progress and profitability for specific projects. At any time, you can quickly determine if a project is scheduled to finish on time and if costs will meet, exceed, or fall below your forecasted plan

View all project costs by project

See where all the money is going with a summary view of project-related
expenses for each project.


 

Employee time tracking

With QuickBooks Time Elite,* time tracking won’t be time consuming. When you have employees at multiple client sites, everyone can use QuickBooks Time Elite on their laptop or mobile device to clock in and out. Then tracked time is imported into QuickBooks with one easy click, saving you time and cutting down on manual entry errors.

*Formerly TSheets Elite; per-employee fees apply.

Reliable data protection

Custom user roles let you maintain control of sensitive information while giving your team access to the data they need to do their jobs. Automatic daily, encrypted backups keep your data protected with 24/7 network availability.

See how Enterprise with hosting can change the way you work

Boost your productivity

Leverage the power of Enterprise with the ease of hosting your data in the cloud.* Boost productivity with the freedom to track inventory, process payments, and update your books simultaneously with different users across different locations. We help you pick and choose what’s right for your business with options that include integrations with Microsoft Office and Google Chrome and packages to connect another 200+ apps to truly customize your workspace.

Collaborate across devices

With cloud-based file sharing and one data center, your information is up to date and accessible to your whole team no matter what device they work on.* Clients and decision makers stay on the same page, and teams can collaborate in the cloud from a PC, Mac, tablet, and apps that are synced in real time

Industry Solutions

New! Bill workflow approvals*

Manage cash flow and boost transparency with customizable bill workflow approvals. One dashboard lets you maintain cash flow oversight and track bills that need approval. Employees get timely reminders so they don’t miss an approval deadline. Easily set up approval workflows that cater to your business with out-of-the-box templates.

NEW! Schedule and pay bills faster in QuickBooks*

Save time by scheduling and paying bills in QuickBooks. Use the funding source you choose and a digital or physical form your vendors prefer. QuickBooks automatically marks the bill paid and notifies you once the money is sent. Gain financial flexibility by paying vendors from a card or bank transfer, then having the money sent via physical check or bank transfer.

NEW ! Upload bills with the Desktop mobile app

Save time by having QuickBooks automate bill entries from the QuickBooks Desktop mobile app or an email address. Just photograph, import, and review. Allow vendors to send email invoices directly to QuickBooks, which then automatically drafts bill transactions for your review. Stay organized by attaching files to bill transactions for simplified audit trails.

NEW Attach documents to transactions

Attach documents to transactions faster by directly uploading them via the QuickBooks Desktop mobile app. You can even attach multiple documents at once. Eliminate the need to store physical documents and stay organized.

NEW! Customize bill payment stubs

Maintain professional and consistent communications by emailing customizable bill payment stubs to your vendors. Save time by immediately emailing bill payment stubs to multiple vendors at once. Easily edit your logo, formatting, balance-paid-to date, and other required billing information, all from within QuickBooks.

NEW ! Choose from multiple email contacts

Send emails more quickly by choosing the right recipients from a list of customer or vendor contacts. Reduce errors from manually entering email addresses.


 

Powerful job costing

With up-to-the-minute project information, you can react quickly when costs cut into your margins. Track estimated costs and actual costs, and strategically plan for future projects. Easily attach digital timesheet entries to projects, and assign different hourly rates as appropriate.

 

Customized chart of accounts

Get more insight into your business and easier preparation for tax season with the Contractor Chart of Accounts. Make informed decisions now and plan for the future with immediate access to important information like your work in progress, overages and shortages, labor, materials, and more.

Payments screen search options

Forget scrolling through multiple pages of customer transactions to find a payment by date. You can now sort any column in the payments screen (date, order quantity, order amount, amount due, payment) and quickly find the transaction you’re looking for.

Powerful tools for accountants—now available for you

We’ve unlocked several key tools previously reserved for accountants, to give you even more control over your books.– Write off an outstanding invoice as bad debt.– Speed up troubleshooting by using prior account balances to locate account discrepancies.– Manage your lists more actively with our review list changes function. See what’s been added, changed, and deleted in the chart of accounts, items, fixed assets, and payroll items lists.

Receipt management*

Save time by using a mobile device to capture receipt data—just photograph, import, and review. Automatically categorize or modify receipt expenses and record multiple transactions all at once. And assign permissions to users to easily review transactions via email or within QuickBooks.

Salesforce CRM connector*

Sync QuickBooks and Salesforce to reduce duplicate data entry and provide one source of data between sales and support to serve customers better. Generate sales orders and invoices automatically so you get paid faster, and get more visibility into your entire sales pipeline.

 

Estimates

Turn estimates into invoices, billing by service items, percent complete, or dollar amount. View estimates versus actuals by job so you know what you can invoice for right now.

Work orders

Create work orders from estimates and turn them directly into invoices so you get paid accurately and quickly.

Task management

Never miss a deadline or a milestone. Schedule to-dos, reminders with due dates, and more right from a built-in calendar. Reduce errors and keep your jobs on track.

Change order functionality

Keep your clients in the loop and easily manage change orders. Track and highlight changes to existing estimates. View all change orders for each job and their resulting cost impacts.

Employee time tracking*

Reduce errors and improve productivity with our best time-tracking tool. QuickBooks Time Elite* gives your workforce mobile time tracking from any device. Employees can clock in or out with just one click, take a break, change job codes, or add timesheet details instantly. You can compare budgeted vs. actual hours, assign jobs, and track progress.

*Formerly TSheets Elite; per-employee fees apply.

Flexible billing rates

Assign different billing rates to your employees based on the job, difficulty of the task, an employee’s experience level, and other criteria. Easily bill one rate for your foreman and another for your workers.

e-Invoicing

A smarter solution for sending invoices and recording payments. Now, email invoices to your customers with a Pay Now link. All completed payments will be automatically applied to the invoice record, making invoice tracking a snap.

Job status

Keep track of all your jobs with one report. See which jobs are pending, awarded, in progress and closed along with start, projected and actual end dates.

Job costs by job

View a summary of job-related expenses for each job so you can see where your money is going.

Cost-to-complete

By job, see the percentage complete and cost to complete so you can cut costs if you need to, or discuss cost over-runs with your client before it’s too late.

Unpaid bills by Job

By job, quickly get a handle on the bills that have not been paid so you can gain a realistic view of your true job costs and stay on top of your accounts payable.

Expenses not assigned to Jobs

Make sure nothing slips through the cracks. Get visibility into all your expenses that are not currently assigned to a job.

Billed/unbilled hours by person and job

See how much time each worker has spent on each job. Add billable hours to your next invoice and minimize hours you can’t rebill to your clients.


 

Open purchase orders by vendor

View all of your open purchase orders by vendor and keep track of what items you’re waiting on to finish a job.

Industry-specific report bundles

With Advanced Reporting, our most powerful QuickBooks reporting tool, you won’t need to sort through hundreds of reports to find the right one. We’ve bundled together the reports that our contractor customers have found the most useful.

Assemblies management

See how many finished goods you can build with on-hand materials and subassemblies. Automatically create build or purchase orders when inventory drops below preset points. Build all subassemblies automatically with a final build order, instead of entering them individually. Easily replace components across multiple assemblies.
 

Improve order management with available-to-promise functionality

Respond to customer order inquiries based on available inventory and give customers a promised fulfillment date for inventory items that are currently out of stock. With available-to-promise information displayed on one screen, you can more easily manage large orders, incomplete shipments, and orders that are difficult to fulfill or buy parts for. Easily see how many items are on hand, committed, on a pending build, and on order.

Centralized source of vendor information

The Alternate Vendors Center* increases visibility into vendor contact, item, and pricing information so it’s available when you need it. It saves you time by quickly importing vendor list prices, reducing the need to track down critical vendor information, and allowing you to create purchase orders with vendor information automatically included. And now, new alternate vendor reports further enhance your visibility by listing vendors in key inventory reports.

Bill of materials cost tracking

Track bill of materials costs for each product, including the cost of each subassembly, as well as labor and overhead. Allow QuickBooks to automatically update your assembly costs and item prices when component costs change, instead of making manual updates. And track costs your way with either FIFO or average cost accounting.

Factor in shipping charges with landed cost

Landed cost* helps you identify the true cost of your products by factoring in freight, duties, taxes, tariffs, currency conversion, and insurance. With Enterprise, you can automate all these factors into your accounting to get the total cost of a product or shipment so you can maintain the margins you need to stay profitable. Now you can also set up landed cost accounts as “COGS” or “Other current assets.” Plus, you can accurately calculate landed cost for old item bills from closed accounting periods.

Automate your pricing strategy with Advanced Pricing*

Customizable and automated pricing rules help protect your margins, save you time, and reduce errors. Set up promotions with start and stop dates. Set quantity discounts for bulk orders. There’s no need for manual updates. Just set the price rules and the calculations run automatically. Maintain flexibility to implement exceptions as needed.

 

Customize user permissions

With customizable user permissions by role, you can delegate with confidence. Your warehouse team can manage pending builds, fulfill orders, and run cycle counts without seeing sensitive information like invoices and payroll. And now you can protect confidentiality even further by granting users access only to the specific employees, vendors and data they need to do their jobs.

   

NEW Schedule and pay bills faster with QuickBooks

Use the funding source you choose and a digital or physical form your vendors prefer.* QuickBooks then automatically marks the bill paid and notifies you once the money is sent. Gain financial flexibility by paying vendors from a card or bank transfer, then having the money sent via physical check or bank transfer. Keep your vendors happy by customizing their payment method preferences for future payments.

 

Track and transfer inventory between multiple locations

Easily track product movement and storage down to the bin or pallet across staging areas, multiple warehouses, trucks, and even ships prior to import. Fulfill different parts of the same order from multiple warehouses.

Mobile barcode scanning

Mobile barcode scanning* helps you automate more of your manufacturing business. It speeds up the picking process, reduces data entry errors, and lets you send sales orders to workers on the floor or in another warehouse. You’ll be able to fulfill orders with ease and get real-time inventory updates right in QuickBooks.

   

Lot and serial number tracking

Assign serial numbers to individual items to check warranty coverage, match specific customers to purchased products, and more. Lot number tracking allows you to track products manufactured together in the same batch. If a recall is ever needed, you can recall items from the specific lot rather than all items.

Cycle count

Cycle count lets you count inventory in real time without having to shut down your warehouse. Use mobile barcode scanners,* or scan and upload inventory counts from different warehouses to a central inventory dashboard. Find and adjust discrepancies, and import or export inventory counts when you need them.

Purchase order management

Improve the efficiency of your purchase order management. See which purchase orders are outstanding, and assign recipients directly in QuickBooks – no printout required.

More capacity to expand

With the capacity for up to 1 million customers, vendors and inventory items, 100,000 classes, 45 custom fields, and up to 40 users, Enterprise has room to expand with your business.*

New! Bill workflow approvals

Manage cash flow and boost transparency with customizable bill workflow approvals. Delegate accounts payable tasks with confidence. One dashboard lets you maintain cash flow oversight and track bills that need approval right in QuickBooks.

Sales order fulfillment

With one central dashboard, you can manage your pick-pack-and-ship workflow from sale to delivery.* Send items for picking, packing, or both with just one click. View and sort open sales orders, prioritize order fulfillment, ship partial orders, and track backorders. Batch print pick lists, packing slips, and shipping labels right in QuickBooks. Schedule pickups and track shipments. Get paid faster and reduce billing complexity by managing your sales order process from a single location.

   

Backorder tracking

Easily see backordered items on purchase orders, invoices, and other sales forms, what still needs to be shipped, and what you are still expecting from vendors.

Salesforce CRM connector*

The Salesforce CRM connector syncs to QuickBooks to help reduce duplicate data entry. Set up your sales and support teams for success by putting customer information like order status and payment history at their fingertips. And generate invoices automatically so you get paid faster.

*Add-on monthly subscription required.  

ADD-ON! E-commerce integration

Simplify e-commerce management, avoid stockouts, and gain a clearer picture of your profitability by integrating QuickBooks with top online stores and marketplaces. Inventory counts update with every sale, regardless of how many channels you sell in. Easily add product listings across channels, and work with your preferred shipping provider right in QuickBooks.

 

Automatically send statements

Automate recurring statements to different customer groups based on their needs and tendencies. Get paid faster by setting up regular reminders to let customers know what that they owe.

Customize payment receipts

Customize payment receipt formatting, including logos, for a professional and consistent look across all of your customer communications.

Customize bill payment stubs

Maintain professional and consistent communications by emailing customizable bill payment stubs to your vendors. Save time by immediately emailing bill payment stubs to one or multiple vendors at once. Easily edit your logo, formatting, balance-paid-to date and other required billing information, all from within QuickBooks.

Powerful, customizable reporting*

See your overall profitability or profitability by item at a glance, and forecast future demand. You’ll know what products customers love, which suppliers underperform, and what your current inventory is worth. Discount slow-moving products to free up shelf space. Get visibility into what’s on-hand, committed, in assembly, or on order so your sales reps can sell with confidence.

   

Inventory valuation summary report

Understand what your inventory is worth with this customizable report. View how much inventory you have on hand, what it costs, and what the sales price is. That way you can understand both an asset’s value on your books and how much you can sell it for.

Inventory stock status by item or vendor report

See what inventory you have available, on sales order, and available for assemblies. Then use more customizable reports to view item shortage and status by vendor.

Assembly shortage by Item

Get a snapshot of what inventory you need for key assemblies, and see when the next delivery date of each item is. Further customize your reports as needed.

Alternate vendor reports*

Improve your visibility into alternate vendors by listing them in key inventory reports like inventory stock status by item and inventory valuation summary. Plus, you can simplify reordering from alternate vendors by easily accessing them in frequently used reports.

Factor in shipping charges with landed cost

Landed cost* helps you identify the true cost of your products by factoring in freight, duties, taxes, tariffs,rency conversion, and insurance. With Enterprise, you can automate all these factors into your accounting to get the total cost of a product or shipment so you can maintain the margins you need to stay profitable. Now you can also set up landed cost accounts as “COGS” or “Other current assets.” Plus, you can accurately calculate landed cost for old accounting periods.

 

Automate your pricing strategy with Advanced Pricing*

Customize and automate price rules to help protect your margins, save time, and reduce errors. Create and apply multiple rules that change prices automatically when the conditions you set are met. Set quantity discounts, manufacturer markdowns, scheduled and seasonal promotions with start and stop dates, and custom rules for high-value customers. Apply multiple rules at once, with the power and flexibility to make exceptions as needed.  
 

Set prices based on markup and margin

Automatically update prices to maintain the markup you need for a profitable margin when your wholesale costs change.

Optimize purchase orders

Improve the efficiency of your purchase order management. See which purchase orders are outstanding, and assign recipients directly in QuickBooks – no printout required.

Compare contracts and pricing from all vendors

With all vendor contact, item, and pricing information centralized, you can easily compare costs and other factors to ensure you’re getting the best deal. You’re also covered with alternate vendors to contact if your vendor of choice is out of stock of an item you need now.

Centralized source of vendor information

Customizable and automated pricing rules help protect your margins, save you time, and reduce errors. Set up promotions with start and stop dates. Set quantity discounts for bulk orders. There’s no need for manual updates. Just set the price rules and the calculations run automatically. Maintain flexibility to implement exceptions as needed.

NEW Schedule and pay bills faster with QuickBooks

Customizable and automated pricing rules help protect your margins, save you time, and reduce errors. Set up promotions with start and stop dates. Set quantity discounts for bulk orders. There’s no need for manual updates. Just set the price rules and the calculations run automatically. Maintain flexibility to implement exceptions as needed.

 

NEW Bill workflow approvals*

Manage cash flow and boost transparency with customizable bill workflow approvals. One dashboard lets you maintain cash flow oversight and track bills that need approval. Easily set up approval workflows that cater to your business with out-of-the-box templates.

 

Track and transfer inventory between multiple locations

Easily track the quantity, location, and value of goods across staging areas, multiple warehouses, trucks, and even inventory on consignment. Track inventory your way with three levels of location tracking (e.g. row, shelf and bin; section, area, pallet). Split an order between multiple warehouses to fulfill it more quickly.

 

Lot and serial number tracking

Assign serial numbers to individual items to check warranty coverage, match specific customers to purchased products, and more. Lot number tracking allows you to track products from the same batch. If a recall is ever needed, you can recall items from the specific lot rather than all items.

Cycle count

Cycle count* lets you count inventory in real time without having to shut down your warehouse. Use mobile barcode scanners,* and scan and upload inventory counts from different warehouses to a central inventory dashboard. Find and adjust discrepancies, and import or export inventory counts when you need them.

Improve order management with available-to-promise functionality

Respond to customer order inquiries based on available inventory and give customers a promised fulfillment date for inventory items that are currently out of stock. With available-to-promise information displayed on one screen, you can more easily manage large orders, incomplete shipments, and orders that are difficult to fulfill or buy parts for. Easily see how many items are on hand, committed, and on order.

Take advantage of expanded data capacity

With the capacity for up to 1 million customers, vendors and inventory items, 100,000 classes, 45 custom fields, and up to 40 users, Enterprise has room to expand with your business.*

 

ADD-ON E-commerce integration

Enjoy seamless integration with top online stores such as Shopify, WooCommerce, Big Commerce, Magento and industry leading online marketplaces like Ebay, Amazon, and Walmart.com. Simplify e-commerce management and reduce busywork when inventory, sales, product details, pricing and customer data sync automatically to QuickBooks.

Electronic Data Interchange

Use Electronic Data Interchange to automate your sales and purchase order processing with big box trading partners.

ENHANCED Sales order fulfillment

With one central dashboard, you can manage your entire pick, pack, and ship workflow from sale to delivery. Send items for picking, packing, or both with just one click. View and sort open sales orders, prioritize order fulfillment, ship partial orders, and track backorders. Batch print pick lists, packing slips, and shipping labels right in QuickBooks. And now you can get paid faster and reduce billing complexity by managing the sales order process from a single location. 

Backorder tracking

Easily see backordered items on purchase orders, invoices, and other sales forms, what still needs to be shipped, and what you are still expecting from vendors.

Salesforce CRM connector*

The Salesforce CRM connector* syncs to QuickBooks to help reduce duplicate data entry, better serve your customers, gain insights into your wholesale business, and get paid faster. Set up your sales and support teams for success by putting customer information like order status and payment history at their fingertips.

*Add-on monthly subscription required.

NEW Customize bill payment stubs

Maintain professional and consistent communications by emailing customizable bill payment stubs to your vendors. Save time by immediately emailing bill payment stubs to one or multiple vendors at once. Easily edit your logo, formatting, balance-paid-to date, and more, all from within QuickBooks.

Powerful, customizable reporting*

See your overall profitability or profitability by item at a glance, and forecast future demand. You’ll know what products customers love, which suppliers underperform, and what your current inventory is worth. Discount slow-moving products to free up shelf space. Get visibility into what’s on-hand, committed, or on order so your sales reps can sell with confidence.

Sales and profitability reports by month, product, customer and sales rep

See total sales by customer and job, and break them down on a transactional level. View sales organized by a ship-to address or pending sales. Learn which month has the highest sales, and which items, customers and sales reps bring in the most income.

Open sales order reports by customer or item

See open sales orders for each customer or job. View open sales orders for each item.

Inventory valuation summary report

Understand what your inventory is worth with this customizable report. View how much inventory you have on hand, what it costs, and what the sales price is. That way you can understand both an asset’s value on your books and how much you can sell it for.

Alternate vendor reports*

Improve visibility into all available vendors by listing them in key inventory reports like inventory stock status by item and inventory valuation summary. Plus, you can simplify reordering from vendors by easily assessing them in frequently used reports.

Retailers thrive with an ecosystem of features, apps, and integrations

Retail businesses use QuickBooks Enterprise's customizations and connected apps for e-commerce, maintaining their database, and tracking where sales originate.
 

ADD-ON ! E-commerce integration*

Simplify e-commerce management, avoid stockouts, and gain a clearer picture of your profitability by integrating QuickBooks with top online stores and marketplaces. Inventory counts update with every sale, regardless of how many channels you sell in. Easily add product listings across channels, and work with your preferred shipping provider right in QuickBooks.

NEW ! Bill workflow approvals*

Manage cash flow and boost transparency with customizable bill workflow approvals. One dashboard lets you maintain cash flow oversight and track bills that need approval. Easily set up approval workflows that cater to your business with out-of-the-box templates.

Schedule and pay bills faster with QuickBooks*

Save time by scheduling and paying bills in QuickBooks. Use the funding source you choose and a digital or physical form your vendors prefer.* QuickBooks automatically marks the bill paid and notifies you once the money is sent. Gain financial flexibility by paying vendors from a card or bank transfer, then having the money sent via physical check or bank transfer.

NEW ! Choose from multiple email contacts

Send emails more quickly by choosing the right recipients from a list of customer or vendor contacts. Reduce errors and miscommunication from manually entering email addresses.

Retail chart of accounts

Get a better outlook on your business and on tax season with an industry-specific chart of accounts. Organize your information the way you want to see it, customized with the accounts and settings you need.

Custom price levels

Create up to 750 price levels for any item. Or take total control over your pricing strategy with Advanced Pricing.*

Total any column on sales and purchases

Reduce tedious work and manual data-entry errors by totaling quantities and custom fields, like weight, on sales forms. Verify you’re ordering the correct amount without having to manually total quantities on purchase orders.

Barcode label prices*

Now you can provide greater pricing visibility to customers and employees alike by including sales prices on barcodes in addition to the item name and description.

Industry-specific report bundles

Enterprise comes with 14 built-in retail-specific reports that help you see where you stand in every area of your business. In addition, Advanced Reporting* allows you to create your own custom reports from scratch using the raw data in QuickBooks. If the data is in QuickBooks, you can report on it to gain a deeper understanding of your business.

Industry-specific report bundles

Enterprise comes with 14 built-in retail-specific reports that help you see where you stand in every area of your business. In addition, Advanced Reporting* allows you to create your own custom reports from scratch using the raw data in QuickBooks. If the data is in QuickBooks, you can report on it to gain a deeper understanding of your business.

Gross margin by inventory item

If your company records each sales transaction, you can see gross margin by inventory item to gain an understanding of which items are most–and least– profitable so you can adjust your prices to improve margins.

Monthly sales by customer

This report allows you to determine your best customers and their sales activity over the last year, so you can ensure you have items in stock to satisfy their needs as well as the insights you need to sell more.

Purchase volume by vendor

Keep track of which vendors you purchase the most goods from. This report is gives you the insights you need when you’re negotiating prices or considering purchases from new vendors.

Sales graph

Need an easy-to-understand visual representation of sales? The sales graph report gives you exactly that. You’ll see your sales by month and which items, customers, or sales reps bring in the most revenue so you can make adjustments to improve income.

Vendor returns detail

See which goods are most commonly returned to each vendor so you can eliminate low-performing items and improve your product mix to satisfy customers.

Alternate vendor reports

Increase your visibility into all available vendors by listing them in key inventory reports like inventory stock status by item and inventory valuation summary. See outstanding purchase orders and compare contracts and pricing across vendors. Batch-import vendor price lists. Plus, you can simplify ordering from alternate vendors by easily accessing them in frequently used reports.

170,000 companies rely on QuickBooks Enterprise*

“When I joined City Center, the biggest problem I had was lack of targeted, good information that helps drive decisions. I need to bring in a tool that would allow me to do that. QuickBooks Enterprise fit the bill.”

 

Industry-specific report bundles

Enterprise includes 9 reports created specifically to provide the information nonprofits need. In addition, Advanced Reporting* allows you to create your own custom reports from scratch using the raw data in QuickBooks. If the data is in QuickBooks, you can report on it to gain a deeper understanding of your organization.

Microsoft® integration

Use prepared letters made with Microsoft® Word templates; QuickBooks pre-populates the letters with your data, so no retyping is required.


 

Customization options

Using built-in templates, format reports and donor forms the way you want. You can customize fields and add your logo and mission statement.

Nonprofit chart of accounts

The nonprofit chart of accounts categorizes your financial activity into different accounts and subaccounts, including assets you own like bank accounts, investments, property, and equipment; revenue from donations or sales; expenses for programs, utilities, salaries, and more. It also incorporates the unified chart of accounts, so you can easily and reliably transfer data directly into IRS forms.

Customize payment receipts

Customize payment receipt formatting, including logos, for a professional and consistent look across your donor communications.


 

NEW ! Bill workflow approvals*

Manage cash flow and boost transparency with customizable bill workflow approvals. Oversee cash flow and track bills for approval from one dashboard. Easily set up approval workflows that cater to your business with out-of-the-box templates.


 

NEW ! Schedule and pay bills faster with QuickBooks*

Save time by scheduling and paying bills in QuickBooks. Use the funding source you choose and a digital or physical form your vendors prefer. QuickBooks automatically marks the bill paid and notifies you once the money is sent. Gain financial flexibility by paying vendors from a card or bank transfer, then having the money sent via physical check or bank transfer.

Budget by programs

Stay on track and make adjustments as you need to by seeing specific budget items compared to actuals by programs or project.

Statement of financial income & expense

Know where every penny goes. View how much money came in and how it was spent. See where your spending goes off-plan so you can correct it in the future.

Statement of functional expenses

Make tax time easier and more accurate. Identify expenses to report on IRS Form 990.

Donors & grants

See contributions by each donor and grant. Stay on top of your greatest assets, and ensure you stay connected to each and every donor to keep donations coming.

Biggest donors

Your biggest donors are the lifeblood of your nonprofit. This report keeps track of your largest donors and grants all in one place, so you can keep giving the VIPs the royal treatment.

Statement of financial position

View your balance sheet today and compare it to last year. Enterprise helps you to evaluate your past finances so you can make decisions about future investments.

NEW ! Bill workflow approvals*

Manage cash flow and boost transparency with customizable bill workflow approvals. One dashboard lets you maintain cash flow oversight and track bills that need approval. Employees get timely reminders so they don’t miss an approval deadline. Easily set up approval workflows that cater to your business with out-of-the-box templates.

NEW Schedule and pay bills faster in QuickBooks

Save time by scheduling and paying bills in QuickBooks. Use the funding source you choose and a digital or physical form your vendors prefer.* QuickBooks automatically marks the bill paid and notifies you once the money is sent. Gain financial flexibility by paying vendors from a card or bank transfer, then having the money sent via physical check or bank transfer.

ADD-ON ! E-commerce integration*

Simplify e-commerce management, avoid stockouts, and gain a clearer picture of your profitability by integrating QuickBooks with top online stores and marketplaces. Inventory counts update with every sale, regardless of how many channels you sell in. Easily add product listings across channels, and work with your preferred shipping provider right in QuickBooks.

NEW !Upload bills to QuickBooks

Save time by automating bill entries using the QuickBooks Desktop mobile app. Just photograph, import, and review. Have your vendors send email invoices directly to QuickBooks, which will automatically draft bill transactions for your review. Simplify your audit trails. Automatically upload or edit multiple bill transactions at once.

NEW Attach documents to transactions

Attach documents to transactions faster by directly uploading them via the QuickBooks Desktop mobile app. You can even attach multiple documents at once. Eliminate the need to store physical documents and stay organized.

NEW Customize bill payment stubs

Maintain professional and consistent communications by emailing customizable bill payment stubs to your vendors. Save time by immediately emailing bill payment stubs to multiple vendors at once. Easily edit your logo, formatting, balance-paid-to date, and other required billing information, all from within QuickBooks.

NEW !Choose from multiple email contacts

Send emails more quickly by choosing the right recipients from a list of customer or vendor contacts. Reduce errors from manually entering email addresses.

Powerful and accurate project costing

With up-to-the-minute project information, you can react quickly when costs cut into your margins. Track estimated costs and actual costs, and strategically plan for future projects. Easily attach digital timesheet entries to projects, and assign different hourly rates as appropriate.

Monitor cash flow

The statement of cash flows allows service businesses to gauge the amount of revenue flowing in and out of the business in any particular time frame. Create cash flow projections to understand the impact of varying revenue forecasts on operations and profit.

See profitability by customer or project

Access an interactive dashboard that shows your sales profitability by customer, and modify the report to show profitability by geography, customer fields, and more.

Professional services chart of accounts

From assets like bank accounts, investments, property, and equipment to utilities, salaries, and more, you can organize and customize your information the way you need to see it. Plus you can get a real-time snapshot of profitability metrics by customer.

Track project progress and completion percentage

At any point in time, service businesses can zero in on the progress and profitability levels of a particular project. Now you can instantly determine if the engagement is scheduled to finish on time and if costs are expected to meet, exceed, or fall below forecasted budgets.

Task management

Never miss a deadline or a milestone. Schedule to-dos, reminders with due dates, and more–right from a built-in calendar. Reduce errors and keep your projects on track.

Flexible billing frameworks

No matter how many different hourly rates your team bills, Enterprise can handle it. Costs are calculated automatically based on each employee’s unique hourly rate—and reflected that way on client invoices. You can assign different billing rates by client, project, or service. Consolidated invoices will reflect billable amounts by hours worked, flat fee arrangements, or a combination of both methods.

Employee time tracking

Reduce errors and improve productivity with our best time-tracking tool. QuickBooks Time Elite* gives your employees mobile time tracking* from any device. Employees can clock in or out with just one click, take a break, change project codes, or add timesheet details instantly. You can compare budgeted vs. actual hours, assign projects, and track progress.

Track unbilled time

Don’t let any billable hours slip through the cracks. Track unbilled time and expenses by person, project, client, or service.

e-Invoicing

Make life easier for your customers and get paid faster by emailing them invoices with a “Pay Now” link. All completed payments will be applied automatically to the invoice record, making invoice tracking a snap.

Build customized proposals

Save time and make estimates easier by using our templates to make clear, concise proposals that will help you get the job.

Accept mobile payments

Let customers pay their way and keep the cashflow coming. Customers can choose how they prefer to pay – a credit card, bank transfer, an ACH payment, or cash – and all incoming payments are recorded in your books.*

Receipt management*

Save time by using a mobile device to capture receipt data – just photograph, import, and review. Automatically categorize or modify receipt expenses and record multiple transactions all at once. Assign permissions to users to easily review transactions via email or within QuickBooks.

Salesforce CRM connector*

Sync QuickBooks and Salesforce to reduce duplicate data entry and provide one source of data between sales and support to serve customers better. Generate sales orders and invoices automatically so you get paid faster, and get more visibility into your entire sales pipeline.

Project costs detail

Use several key tools previously reserved for accountants for easier, more accurate cost accounting, like using prior account balances to locate discrepancies.

Expenses not assigned to projects

Make sure nothing slips through the cracks. This report gives you visibility into all of your expenses that are not currently assigned to a project.

Open balances by customer / project

Keep track of all your open balances by customer and project. Quickly get a handle on the bills that have not been paid by project so you can estimate how much is due and help ensure you get paid.

Project status

Keep track of all of your projects with one report. Get a bird’s eye view of how your business is doing. Track the day-to-day details while not losing sight of the big picture.

Billed / unbilled hours by person & project

See how much time each worker has spent on each project. Add billable hours to your next invoice and minimize hours you can’t rebill to your clients.

Costs by project

See where your money is going. View a summary of project-related expenses for each project.

Cost to complete

By project, see the percentage complete and cost to complete so you can cut costs if you need to, or discuss cost overruns with your client before it’s too late.

Industry-specific report bundles

Enterprise includes 17 reports designed for Professional Services, including 6 reports on project costing, so you can make informed business decisions. In addition, Advanced Reporting* allows you to create your own custom reports from scratch using the raw data in QuickBooks. If the data is in QuickBooks, you can report on it to gain a deeper understanding of your organization.

All of your accountant tools front and center

Our Accountant Center has key features to help you and your clients work together and for you to begin reconciliation right away.


Review client data and fix errors from one screen

Reclassify hundreds of transactions at once, fix incorrectly recorded sales tax payments, clear up the undeposited funds account, identify changes made to list items from a single window, and more.

Manage client files and maintain version control

Make it faster and easier to work with your clients’ QuickBooks files. Get version control, store client passwords, organize QuickBooks files by client, and upgrade QuickBooks clients’ files in batches with the QuickBooks File Manager.

Every industry edition of Enterprise at your fingertips

QuickBooks Enterprise has a solution that's geared to your clients’ industry with specialized reports and features to help them manage their business—and you get access to all of them.


″With QuickBooks Enterprise, we help our clients reshape their day to day operations to be more effective, more profitable and achieving their goals. It’s about the outcomes.″

Hector Garcia, Advanced Certified QuickBooks ProAdvisor, CPA, CITP, CGMA

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