QuickBooks Enterprise est une solution de comptabilité de bout en bout conçue pour accompagner la croissance des petites entreprises. Le logiciel fournit des outils pour gérer les stocks, suivre les ventes, créer des rapports et gérer la paie. QuickBooks Enterprise propose également des solutions spécifiques à chaque secteur pour les entrepreneurs, les commerces de détail, la fabrication, les grossistes et les organismes à but non lucratif.
Avec QuickBooks Enterprise, les utilisateurs peuvent contrôler l'accès de chaque membre de l'équipe aux informations, selon les rôles et les autorisations individuels des utilisateurs, afin de s'assurer que tous les employés peuvent accéder aux données dont ils ont besoin, tandis que les informations sensibles restent privées. Les outils d'Advanced Inventory permettent la gestion et le suivi des stocks depuis QuickBooks. Les outils Enhanced Pick, Pack et Ship permettent aux utilisateurs de gérer les flux de travail des commandes à partir d'un seul tableau de bord. Les utilisateurs peuvent également scanner les codes-barres lors du prélèvement ou de l'entrée en stock, suivre les emplacements et les mouvements des produits, charger automatiquement l'inventaire des stocks de plusieurs entrepôts et générer des rapports de stocks personnalisés.
Le système Advanced Pricing de QuickBooks Enterprise permet aux utilisateurs de contrôler, personnaliser et automatiser leurs tarifs. Les démarques du fabricant, les remises sur la quantité, les changements de prix par classe, ainsi que les promotions planifiées sont tous pris en charge et les utilisateurs peuvent créer des règles de prix grâce à toutes les combinaisons de facteurs possibles, notamment les articles, les fournisseurs, les clients, les classes et les champs personnalisés. Advanced Reporting fournit aux utilisateurs des ensembles de modèles spécifiques à chaque secteur, préremplis avec les données de l'entreprise afin de réduire les erreurs des saisies de données manuelles.
As an ASL Interpreter, I met many self-employed freelancers in my field. I was very apprehensive about transitioning from staff employment to self-employment. Luckily, I decided to try the Self-Employed option through Quickbooks. It's been a great experience. As a "first generation freelancer", I depend daily on the tracking tools that QuickBooks provides. Before, I faced daily anxieties about whether or not I was documenting my expenses and mileage correctly. Now, I track this information confidently with Quickbooks, and am able to spend more of my cognitive and emotional energy on my actual work and passions.
I mostly use the "QuickBooks:Self-Employed" features of this software. I love the versatility with the mileage tracker that allows me either to have trips automatically tracked or to add and delete trips on my own. Living in a metropolitan area, the mileage tracker will sometimes count rides on public transportation as a car ride. I'm easily able to delete that trip and also check on my transactions to make sure that the money spent on transportation is documented appropriately as business or personal.
One of my VERY favorite features are under the "Reports" section. I love the ability to get a preview of what kind of information I'll be sharing at tax time. I can download an excel spreadsheet that breaks down all of my Schedule C Transactions as a different page for each category (assets, meals, etc.). Before I started using Quickbooks, I didn't even know what most of these terms event meant! Now I'm able to work more freely and confidently as a "first generation freelancer".
When manually adding a trip to the mileage section, you are able to input the beginning address and the end address. However, QuickBooks does not have a feature that will calculate the miles between those addresses. As of now, I have to go back to my Google Maps app to see what the number of miles were. It makes the experience less fluid.
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.
Voici quelques-unes des questions fréquentes sur QuickBooks Enterprise.
Types de licences disponibles pour QuickBooks Enterprise :
À partir de: $111.2/mois
Type de licence: Abonnement
version d'essai gratuite: Disponible
Nous n'avons pas d'informations sur les fonctionnalités de QuickBooks Enterprise.
Utilisateurs habituels du logiciel QuickBooks Enterprise :
Entreprises de taille moyenne, Non Profit, PME
Langues dans lesquelles QuickBooks Enterprise est disponible :
Types de licences disponibles pour QuickBooks Enterprise:
Nous n'avons pas d'informations sur les appareils pris en charge par QuickBooks Enterprise.
Applications s'intégrant à QuickBooks Enterprise :
Followup CRM, Gmail, Microsoft Excel, Microsoft Outlook, Microsoft Word, Office 365, QuickBooks, Quicken, Salesboom CRM
Ressources d'aide disponibles pour QuickBooks Enterprise :
FAQ, Forum, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo