QuickBooks Enterprise offers service businesses like yours a simple way to manage project estimates, billing, payments, and accounting functions.
Unique business models call for unique solutions
Maximize profits with accurate project costing
Enterprise comes with project-costing features specifically designed to help professional service firms track projections to actual results. You can track expenses in real time and react quickly if they run higher than expected. Accurate data will help you maintain and improve project profits.
Time tracking made easy
TSheets Elite* lets employees keep track of time spent on a particular project, from anywhere. Best of all, the data rolls up into project costing reports and payroll in QuickBooks, reducing manual work and double data entry. You’ll be able to save time and deliver work to plan.
Pay employees with ease
With QuickBooks Payroll,* you can quickly pay employees and contractors right from QuickBooks with printed checks, free direct deposit*, or both. Utilize project costing, class and item tracking data for accurate paychecks. And with Assisted Payroll*, we manage your payroll taxes and filings for you—guaranteed on-time and accurate.*
Get powerful business insights
Get the information you need with customizable reports bundled for professional services, or create your own with Advanced Reporting.* Drill down into account details to analyze missed revenue opportunities and identify your most profitable clients and team members.
145,000 companies rely on QuickBooks Enterprise*
“Through project costing, we can isolate one customer. Here’s their income. Here’s their expenses, and we can figure out how much actual profit we’re making, which is truly remarkable in a service-based industry.”
Joseph Cole, Business Development & Marketing Foliage Services
Run your retail business from anywhere with Enterprise & remote access.* Call 800-450-8469
New and improved features for professional service businesses
Data level permissions*
Scale from 1 to 40 users* and assign custom user permissions so staff only have access to the data they need to do their jobs. Now you can delegate more granularly by only allowing users to view, edit, or delete specific employees, vendors, or data that they are responsible for.
Customize payment receipts
Customize payment receipt formatting, including logos, for a professional and consistent look across your customer communications.
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 alternate vendors by easily accessing them in frequently used reports.
Create customer groups
Improve customer management, insights and communication by creating rule-based customer groups that automatically update to match to your specified criteria, including customer type, status, location, and business.
Assign every expense to a project as it is incurred using your mobile device—just photograph, import and review. Categorize, modify and record multiple receipt transactions at once. Ensure the right expenses get reimbursed and all costs are assigned to the correct project. Easily review transactions via email or within QuickBooks.
Salesforce CRM connector*
Add the Salesforce CRM connector* to sync your QuickBooks and Salesforce data. Reduce duplicate data entry, provide one source of data between sales and support to serve customers better, and generate invoices automatically so you get paid faster.
*Add-on monthly subscription required.
Know where your business stands
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.
Keep customers organized and projects profitable
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.
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.
*Formerly TSheets Elite; per-employee fees apply.
Track unbilled time
Don’t let any billable hours slip through the cracks. Track unbilled time and expenses by person, project, client, or service.
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.*
Key reports tailored for service-based businesses
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.
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.