2. Your client is a multi-entity business with intercompany transactions
With multiple legal entities, such as subsidiaries or portfolio companies, your client is likely logging plenty of intercompany transactions. Even as a current QuickBooks user, doing this involves manually labeling each intercompany transaction, creating double entries, logging in and out of accounts, and tracking transactions to be eliminated.
Intuit Enterprise Suite reduces the time spent manually creating intercompany transactions, and managing sales and expenses across different entities. You can track all your asset movements in one account to get an accurate view of company profitability. Create intercompany bills for accurate reporting and tax purposes, saving time and limiting liability.
To further simplify your workflow, choose from standard reports or create custom, multi-dimensional reports to get the views that fit your client’s business, as well as add your client’s preferred KPIs to the Performance Center dashboard.
3. Business growth has introduced technology and reporting complexity—and challenges
Picture this: Your client is thrilled to be growing this year, but that growth has spawned new challenges, including an expanding stack of apps and integrations, more complicated AR, more complex reporting and HR needs, and new roles. Clients are likely logging into a separate platform for billing and accounting, while other staff is working in silos when it comes to marketing. Naturally, this disjointed workflow is standing in the way of driving more growth. Sound familiar?
At this point, you’ve started looking for solutions to ease these new complexities and growing pains. Perhaps you’ve toyed with the option of migrating them to an ERP or simply a new software solution—but the time commitment required is extensive. Intuit Enterprise Suite is optimal for this exact situation.
4. Your client is seeking a tool that can offer better project financials
In Intuit Enterprise Suite, you can run and manage your projects more efficiently, even leveraging third-party app integrations, so you can stay on top of your client’s profitability with real-time data and more detailed insights. Clients can manage their top project tasks all from the Suite, including estimates, job costing, tasks, and change orders. The Intuit Enterprise Suite offers you capabilities to run a project end to end. To help, we have built deep integrations with our partners, Knowify and BigTime.
To ensure you have full visibility into project costs, time tracking data from the QuickBooks Workforce app that employees use will automatically flow into the financials for each project. You can also receive vendor invoices into the suite to convert them into bills and then schedule bill payment ahead of time. Invoicing capabilities allow you to streamline accounts receivable and ensure your client is getting paid on time.
With all of this working right in Intuit Enterprise Suite, you can automate your revenue recognition, product project reports and analysis, and even leverage Intuit's Al to help determine root cause analysis for project profitability performance.
5. Your client has multiple employees accessing software tools to power their business
Intuit Enterprise Suite was built for businesses whose employees need to collaborate. With Intuit Enterprise Suite, collaborating with a QuickBooks-powered financial solution has never been easier, thanks to customizable user permissions. This allows team members in accounting, sales, and expenses to access only certain parts of the platform—and work within their own dashboards.
Intuit Enterprise Suite also offers enhanced reporting capabilities, which allows you to generate more insights for your client through higher-value advisory services. They also help staffers across the company drill down deep into what matters most to them.
6. Your client offers services or project-based work, and you need to manage multiple projects efficiently and profitably
On the plus side, your client is booking more projects and bringing in more revenue. But their current business management tools do not automatically integrate all of those projects and sub-tasks, making you—and internal teams—dependent on error-prone manual logging.
Intuit Enterprise Suite is the perfect partner for service- and project-based businesses, with roles, reporting, and project management. Your client can use AI-generated, 360-degree project insights and connected workflows to manage project profitability. This way, you can enjoy seamless data flow and custom reports to make decisions on resourcing, budgeting, and future projects.
From your dashboard, you can connect projects to profits by tracking labor costs and profit per employee and per project—even across multiple entities. Clients can look forward to creating categories based on industry, region, sales channel, and more.
In addition, the Intuit Enterprise Suite has powerful industry customizations. There are 10 new construction-specific KPIs, as well as 12 new construction and project reports, including Cost to Complete, Work in Progress, Unallocated Amounts, Committed costs, Change Orders, Project Status, Project Costs by Vendor and Product, Project Costs Detail, Unpaid Bills by Vendor and Product, and Time by Employee and Project.
