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Access Customer Details in Just a Click.
NEW! Customer Snapshot
See all your key customer information – such as purchase history, average days to pay and outstanding balance – at a glance with a consolidated view.
Find detailed customer information instantly in the Customer Centre, where you'll be able to:
- Click on a customer’s name, and immediately see their entire transaction history
- View all of your customers’ contact info – including phone numbers & payment terms
- Filter customers, so you see only active customers or those with an open balance – or simply create a custom filter to see exactly what you want to see
- In one screen, view a list of customer transactions, including open invoices or received payments (a great feature for end-of-quarter or fiscal year reviews)
- Locate any customer transaction (e.g., invoices, payments) and click through to the actual form
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Create and Send Estimates, Invoices & Sales Orders.
Create estimates & invoices in just seconds – and email them to your customers directly from Enterprise Solutions. Plus:
- Duplicate & edit previous estimates to create new ones without having to rewrite all the details
- Generate sales orders from estimates to track customer orders – with just one click
- Instantly turn sales orders into purchase order or work orders for your production floor
- Turn estimates into invoices for all or part of any sales order
In Enterprise Solutions, you can even convert any estimate, invoice or sales order into a PDF... and simply email it to your customer.
NEW! Collections Centre
Quickly identify overdue and almost due invoices, and email all collection notices from your Outlook®, Yahoo®, Gmail® or Hotmail® account in a few steps.
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Easily apply different units of measure
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Because you may wish to buy an item in one unit of measure, stock it in another and sell it in yet another, Enterprise Solutions has built-in functionality to make this process seamless and painless. Enterprise Solutions automates the conversion from one unit of measure to another as the item moves through your business, helping you avoid costly mistakes.
For example: If you buy cases of oranges but you sell those oranges in pallets, Enterprise Solutions will convert the units of measure according to your specifications. The correct units are then printed on invoices, purchase orders, sales orders, pick lists and packing slips.
This feature helps you streamline your workflows and enables you to easily buy & sell products in precisely the way your vendors & customers prefer. (Because you shouldn’t have to tell your customers, “No, we can’t do that.”)
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You've Got Preferred Customers.
So Give Them Preferred Treatment.
Boost customer confidence & satisfaction! How? By quickly making better decisions on allocating your inventory - with the Available to Promise feature in Enterprise Solutions. Available to Promise puts important inventory data in 1 screen... so you can clearly determine how you would like to distribute that inventory.
- Easily drill down to see details about which customers have ordered which product
- View open POs that have been placed with vendors
- Estimate ship dates for back-ordered items more realistically
- 'Borrow’ items that have been committed to another customer in order to ship them to a preferred customer
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Enterprise even makes shipping to customers easy...
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Add multiple customer shipping & email addresses to make tasks like shipping & invoicing easier than ever before.
Store up to 200 shipping addresses per customer and store multiple email addresses per customer. Then just select the address to ship an order to... and ensure that your customers receive products & info from you in the manner that suits them best.
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Make CRM Easy with Custom Pricing & Billing Levels... By Customer.
Not all your customers are the same. That's why QuickBooks Enterprise Solutions makes it easy to fine-tune your pricing structure for up to 100 types of customers or programs that you can pre-define.
- Link a price level to any customer, and Enterprise automatically applies the correct discount to estimates & invoices
- Bill out employees at different rates (ideal for service-related businesses)
- Vary rates by client and service for even greater flexibility
After you’ve set up your rate levels, Enterprise applies the right rates to estimates & invoices – automatically.
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PLUS! Easily apply the right sales tax
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Enterprise Solutions automatically tracks every invoice until your customer pays it. If your customers pay in installments, Enterprise Solutions lets you apply received payments or credits to one invoices – or several – in a few easy steps. Plus, apply the correct sales tax on sales forms, such as invoices, and track sales tax/non-taxable sales automatically.
Enterprise also features a more flexible sales tax system:
- Includes the new ‘reporting to’ tax line for provinces
- Supports multiple tax types as well as remittances of GST to MRQ
- Supports different account for taxes collected and paid out
- Clears liability accounts on filing
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Give Your Business Room to Grow.
Growing your customer base, working with more vendors and adding to the size of your team – these are all cause
for celebration in business. But without the software capacity to manage growth, adding customers can actually
be a challenge.
That’s why QuickBooks Enterprise Solutions has more capacity than any other QuickBooks product. So your business has room to grow and the capacity to add & track hundreds of thousands of customers, vendors
and employees.
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Connect Your Sales Team Remotely.
Unify remote workers and satellite offices/locations with a high-performance, real-time link to your QuickBooks Enterprise Solutions data. Enterprise works with Microsoft Windows Terminal Services to allow password-protected access by authorized users.1
And because processing takes place on your server – not on individual PCs – remote users get top performance.
Simplify Electronic Data Interchange (EDI) - $795 Value!
TrueCommerce EDI is an add-on solution for Enterprise Solutions that provides all the tools to fully implement EDI end-to-end – from one source. Valued at $795(US), TrueCommerce is available free to Enterprise users.2 3
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Design More Professional Forms & Customer Correspondence.
Easily design & use custom forms, such as estimates, invoices & sales orders. Choose from more than 100 pre-designed, professional-looking forms, and customize them to include elements of your brand and to work the way you want
them to.
- Add your logo and other images
- Create and use custom fields
- Set fonts and colours
- Auto-preview your forms in real-time (before printing them)
You can even add in standardized text, like your Privacy Policy and Terms & Conditions.
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