Running a business is more complicated than ever, and an accountant’s role in helping their clients scale appropriately is increasingly important. As a trusted advisor, accountants are crucial to their client’s success.

Intuit has solved ‌many of your clients’ needs through a continued commitment to product innovation and expanding our offerings to meet their business challenges. As your clients grow, so does their complexity—often managing multiple corporate entities, industry-specific needs, and requiring custom insights. They spend significant time switching between multiple QuickBooks accounts, third-party tools, and spreadsheets to understand what is happening across their businesses. Stitching data together and extracting the insights to drive business profitability and growth is time-consuming and painful. Existing up-market solutions tend to provide them with more than what they actually need. It's common for growing businesses to allocate significant portions of their annual budget for business management software purchases.

Intuit Enterprise Suite is a new configurable business solution for complex companies to help you grow your clients’ business beyond their books. And for a similar real-life example, here’s a case study of exactly how one accounting firm helped their business clients leverage QuickBooks Online to scale efficiently.

What is Intuit Enterprise Suite?

Intuit Enterprise Suite decreases manual, repetitive tasks with streamlined processes, boosts productivity through automation, and enables faster decisions with real-time data and visibility across multi-entity portfolios to help your clients run their business more efficiently. With the power of AI, Intuit Enterprise Suite enhances profitability end-to-end with a full set of core capabilities all in one place, including access to robust financial management and accounting capabilities; integrated payroll, payments, and bill pay; automated marketing; access to third-party apps, and a team of experts. The goal is to meet the needs of existing QuickBooks customers looking for more powerful functionality that can easily be accessed without losing the intuitive nature of Intuit’s products. It will include industry-specific customizations for construction, non-profit, and service- and project-based businesses.

Top 5 benefits that make Intuit Enterprise Suite right for your complex clients

1. Manage client portfolios in one place with multi-entity business accounting and financial management

Intuit Enterprise Suite is well-suited for complex single- and multi-entity businesses. Features such as intercompany transaction eliminations, intercompany journal entries, consolidated financial statements, and consolidated multi-entity reporting are tailor-made for multi-entity companies. What’s more, clients with multiple businesses no longer require multiple licenses. With Intuit Enterprise Suite, only one login is needed to manage the parent company and all subsidiaries in one dashboard by switching between entities from a drop-down menu.

2. Derive custom insights and intelligence through multi-dimensional reporting

Most businesses need to understand their financial profit and loss reports both at the company level and by specific attributes, such as location, product type, or customer type, to understand their growth trends. Multi-dimensional reporting in Intuit Enterprise Suite provides an efficient method to set up and partition data by custom dimensions. The dimensions can be attributes such as departments, locations, business units, customer/vendor/employee segments, revenue category, and product types. You can create up to 20 custom dimensions with unlimited values in up to five levels of hierarchy. You can also tag line items, and accounts payable and receivable transactions at the transaction level and/or line items by custom dimensions for granular reporting analysis.

3. Connect projects to profits with project financials

Project-based businesses benefit from solutions that provide insights into costs, revenue, and profitability at different stages of the project, per project, and across projects. With Intuit Enterprise Suite, you can easily manage project profitability with advanced project management features, including real-time project profitability. These include:

• Calculating labor costs with QuickBooks Online Payroll.
• Creating and customizing project workflows and templates to automate reminders and other project tasks.
• Change orders management with client approval workflow. 
• Task management per project and expanded workflows for project managers role.
• AI-generated Project 360-degree insights.

You’ll get project reports, such as cost to complete, budget vs. actuals, work in-progress, and unallocated amounts. Intuit Enterprise Suite also flags off-target projects and provides recommended actions to get back on track.

4. Drive performance with actionable financial insights

FP&A is a critical component in many growing businesses to build budgets and predict future revenues, expenses, profits, and cash flows. Strategic financial planning, analyzing, budgeting, and forecasting is crucial to build actionable insights to support the decision-making process for the business. The keys to this planning process include gathering data from financial statements and different business units, building forecasting models, creating budget plans, and running in-depth analysis and reporting.

Intuit Enterprise Suite provides AI-generated forecasts to predict two years into the future based on the past five years of financial data. Partition budgets by custom dimensions and track cash flow using bank accounts and key charts of accounts. It also provides an improved financial planning collaboration process with task lists and approval workflow for better alignment across departments.

5. Scale safely with custom roles and controls

Role-based access permissions, first introduced in QuickBooks Online in 2024, are the foundation of data security and integrity. These permissions are important as a business grows and needs more people to run it. Intuit Enterprise Suite takes role-based access to a new level with predefined roles and a fixed set of permissions and features, including new project manager and bookkeeper roles. Roles and permissions can also be managed across multiple entities, and they can be created with specific permissions and transaction types.

Intuit Enterprise Suite as a solution for firm growth

Intuit Enterprise Suite is a great fit for complex clients, but it can also be an integral solution for driving firm growth. Here are five of the benefits for accounting firms:

1. Increased marketability

New product offerings from Intuit mean more opportunities to grow your firm and create a consistent branded approach, transforming your growing QuickBooks Online clients into Intuit Enterprise Suite clients. Our accounting partners agree: Clients who best fit Intuit Enterprise Suite are potentially more profitable and desirable for your firm.

2. New opportunities through advisory services

As you help your clients set up and integrate with Intuit Enterprise Suite, you’re able to strengthen your role as an advisor and strategic financial partner. Continue that trajectory using advanced reporting and forecasting in Intuit Enterprise Suite.

3. More upgraded and streamlined processes

Intuit Enterprise Suite offers seamless third-party integrations. That means fewer jerry-rigged workarounds and reduced complexity overall. Plus, Intuit Enterprise Suite is a great cloud-based alternative for clients who may be ready to move away from QuickBooks Desktop or need more than QuickBooks Online Advanced.

4. More automation and time savings 

Intuit Enterprise Suite offers fully automated solutions for tasks, including billing and invoicing, as well as marketing-related messaging, thanks to its Intuit Mailchimp integration. Streamline your own internal processes via improved automation.

5. Minimized training needs for clients and for you

Implementing and training your clients on a new, and often overpowered, ERP accounting platform takes time and resources. The learning curve is minimal with Intuit Enterprise Suite, which existing QuickBooks users say has a familiar, intuitive feel. When questions arise, a technical support manager is available to help, with extended service hours through the suite's VIP service experience.¹

This is just the beginning

Intuit has a comprehensive product plan for Intuit Enterprise Suite and will be releasing additional features to benefit your firm and your clients over the next several months.

Explore the possibilities with Intuit Enterprise Suite and see firsthand how it drives efficiency, visibility, and strategic business growth. Here are the next steps you can take:

• Watch the recording of the Intuit Accountants Innovation Showcase held Oct. 10; get a look at the Intuit Enterprise Suite and hear more about our product roadmap.

• Schedule a consultation with a member of our team on Intuit Enterprise Suite today.

To thank accountants who refer clients to Intuit Enterprise Suite, Intuit is offering $1,500 for every new signed contract.² Click here to get started

Intuit Enterprise Suite Frequently Asked Questions

How is Intuit Enterprise Suite different from other Intuit business products? 

Intuit Enterprise Suite offers the right tools to serve your clients with complex business needs, empower growth and decision-making across the business, and provide ongoing partnership for your clients. 

With the power of AI, Intuit Enterprise Suite enhances profitability end-to-end with a full set of core capabilities all in one place, including access to robust financial management and accounting capabilities; integrated payroll, payments, and bill pay; automated marketing; access to third-party apps, and a team of experts. The goal is to meet the needs of QuickBooks customers looking for more powerful functionality that can easily be accessed without losing the intuitive nature of Intuit’s products. It will include industry-specific customizations for construction, non-profit, and service- and project-based businesses.

To learn more about Intuit Enterprise Suite, please contact our team to schedule a consultation.

Can I access Intuit Enterprise Suite for my client via QuickBooks Online Accountant?

Yes, you can access your client’s Intuit Enterprise Suite account using the same accounting tools you already know and trust.

Will I have to migrate my clients’ data from QuickBooks Online Advanced to Intuit Enterprise Suite?

No, current QuickBooks Online Advanced users will not have to move data from one product to another. Existing accounts are already linked using each business’ unique identification numbers. There's no additional work for QuickBooks Online Advanced customers—or their accountant. And what’s more, you won't have to reset integrations with third-party apps.

We also provide support to you and your team through onboarding and ensure you’re set up for success. A customer success manager will be there to help you maximize your investment. They will also bring in our best experts to fix any technical support issues.

Will I have to reconfigure integrations and settings for my clients’ existing QuickBooks Online accounts?

No, your existing integrations with bank feeds, financial institutions, and third-party apps are all preserved in the migration for QuickBooks Online users. All existing user configurations and system settings are also preserved when Intuit Enterprise Suite links to your clients’ accounts.

Can my existing client switch from a non-Intuit platform to Intuit Enterprise Suite? What does the Intuit Enterprise Suite implementation and onboarding process involve?

Yes. A dedicated customer success manager will work with your clients on the setup experience. From setup to training, coordinated care, and professional services, we'll provide top-tier support to set everyone up for success.

How is Intuit Enterprise Suite priced? What's included?

Intuit Enterprise Suite offers configurable contract-based pricing and preferred rates, customized to meet your client’s specific needs. That way you get what you need and won't end up paying for things your clients don't need or want.

Pricing configurations may be based on:

• The base.
• The amount of users your client needs.
• The add-ons your client prefers.
• And we'll even look to provide you with any preferred rates based on other extenuating factors.

To learn more, please contact our team to schedule a consultation.

Does my firm need to be approved for the ProAdvisor revenue share program before submitting a client lead? When will the $1,500 bounty be paid out?

No. You can submit a client lead before applying to the QuickBooks ProAdvisor Revenue Share Program. However, to receive the bounty, you must be approved for the revenue share program before the first payment of your referred client's Intuit Enterprise Suite contract. Typical approval time for the revenue share program is about two weeks. You'll receive your bounty the first week of the month after your referred client makes their first payment on their Intuit Enterprise Suite contract.

You will need to fill out a client referral form for each client that you want to recommend for the Intuit Enterprise Suite and to receive a bounty.

How can I refer my clients to Intuit Enterprise Suite if my firm wants to opt out of receiving the bounty?

If your firm wishes to opt out of receiving the bounty, you can still refer your clients for the Intuit Enterprise Suite using the same client referral form in QuickBooks Online Accountant. Just make sure not to sign up for the QuickBooks Revenue Share program, as the bounty is only awarded to firms that are enrolled and approved in this program.