
Multi-entity accounting and financial management
Manage intercompany journal entries in a much more intuitive way (right at the source) with far less steps with multi-entity allocations. Easily access and filter crucial info from the Multi-entity hub, eliminating the need to export data to Excel and streamlining the process.
Enhancements to help streamline finance, operations, and team management
Multi-entity accounting and financial management
Automated and streamlined finances for valuable insights to help scale multi-entity businesses
Multi-entity allocations
WHAT
Perform intercompany allocations to multiple entities directly from the bank feed, expense form, or bills. With account mapping, you can establish default intercompany accounts, so the accounting is correct every time.
WHY
Simplify transaction management between entities, so team leads can delegate this task to others. Avoid the manual work of selecting accounts for each intercompany transaction and creating a journal entry for each one.
Multi-entity hub
WHAT
Easily monitor KPIs including sales, expenses, profit and loss, accounts receivable (AR), and accounts payable (AP) across entities at-a-glance from a multi-entity hub. Filter by entity or time period, and use shortcuts to access reports and support resources.
WHY
Access crucial info quickly in Intuit Enterprise Suite to make prompt and informed decisions about multi-entity businesses.
Enhanced consolidated reporting experience
WHAT
You can now choose which entities to include when you create consolidated reports. Scroll through multiple entities side-by-side with fixed columns for Description, Elimination, and Total. You also have more options for exporting—Microsoft Excel, CSV, and Spreadsheet Sync.
WHY
Boost your productivity to gain insights with added flexibility and richer browsing capabilities in multi-entity reporting.
Dimensions and business intelligence
Customizable dimensional reporting to streamline financial planning and analysis and drive the growth you want
Forecast reports
WHAT
Take advantage of 2 new reports designed to help you manage your performance versus forecast. Forecast vs. Actuals provides a side-by-side comparison by dollar amount and percent. Forecast Overview includes the option to filter and group data for deeper analysis.
WHY
Save time and increase accuracy by running reports without having to export to spreadsheets.
Dimensional P&L forecasts
WHAT
Break down a profit & loss forecast into dimensions important to your business, like department, region, program, fund, or product line. Apply rules to specific dimensions and classes in your forecast to reflect your business goals. When complete, convert your dimensional forecast into a budget, or export it as an Excel spreadsheet or PDF.
WHY
Find more opportunities for informed decision-making and strategic growth with in-depth analysis and projections of revenue, expenses, and profit within the dimensions important to your business.
Industry-specific customizations
Features tailored to drive project-based performance
Project budgets
WHAT
Now you can track detailed project costs like labor, materials, equipment, and subcontracts in one place. Understand the costs from estimate to final invoicing using highly customizable and flexible project-level budgets.
WHY
Save time, minimize errors, and track your project data from one connected system to get real-time insights into the health of your projects.
AI-import for project budgets
WHAT
Use AI to import an existing project-specific spreadsheet budget into Intuit Enterprise Suite. Along the way, its suggestions will help correct potential inaccuracies.
WHY
Help your business avoid budgeting errors by managing the entire project-based budgeting process with a powerful, AI-import tool.
Project task templates
WHAT
Use pre-set templates within a library to create tasks, or make your own custom task templates. Clone an existing project’s tasks to create a template of them.
WHY
Create project tasks in less time and reduce errors that come from manually entering each new task.
Cost code templates
WHAT
Access 10 project cost code templates in Intuit Enterprise Suite rather than adding them manually. These templates align to the most-used construction industry divisions, including electrical, mechanical, and masonry.
WHY
Make informed, proactive decisions by reporting across project cost codes and monitoring costs in real-time to identify issues or deviations from your budget.
Third-party integration enhancement via new API
WHAT
If you use HouzzPro, this API integration enhancement allows you to expand your custom field maximum from 3 to 12. This enables detailed reporting on more custom data points like PO number, sales rep, bill, or location.
WHY
Drive more business insights by accessing, analyzing, and filtering HouzzPro data through additional custom fields.
Project profitability
WHAT
See project profitability data in a visual chart on the project details tab, including your forecasted profit margin throughout the timeline of your project. You’ll also receive AI-powered suggestions to improve project profitability across expenses, invoices, bills, payroll, committed costs, and hourly costs.**
WHY
Save time with a consolidated, near real-time view of financial tracking across your projects, and help improve profitability with actionable AI suggestions.
Workforce management
Expanded ways to take care of employees and help retain your team
Employee history
WHAT
Monitor historical changes to employee data all from a single, streamlined view. Track historical updates including managerial changes, department transfers, pay adjustments, and title changes. Stay informed about changes to employment status, hire dates, legal names, and address changes.**
WHY
Gain peace of mind and save time by enabling better-informed decisions on promotions and raises with clearer visibility on each employee’s history at your business.
Expanded retirement partnerships
WHAT
Get expanded retirement benefits offerings with Human Interest, a leading 401(k) provider highly rated by QuickBooks users, trusted by over 1,000,000 employees nationwide.¹ Human Interest plans feature seamless payroll integration with Intuit Enterprise Suite, proactive compliance management, and industry-low asset fees, making it easy to set up and manage retirement benefits.**
WHY
Help attract and retain top talent and avoid manual data entry by offering 401(k) benefits packages from Human Interest that are designed for growing businesses. Human Interest’s comprehensive plans support both nonprofit and for-profit businesses and provide a wide range of investment options and expert support to simplify retirement administration.
Paycheck corrections for closed quarters
WHAT
Complete closed-quarter paycheck corrections in Intuit Enterprise Suite, without having to contact customer support. Void paychecks (including direct deposit) as well as edit or record past paychecks from closed quarters.
WHY
Get more flexibility to edit, void, and record past paycheck transactions as the need arises, reducing manual work and calls to customer support.
Organizational charts
WHAT
Create an expandable chart of your business’s organizational structure that shows personnel and direct reports arranged in a multilayered visual.
WHY
Prepare for your business’s growth and take on hiring/personnel needs with a better understanding of your company structure at a glance.
Direct deposit payment reversals
WHAT
Reverse an employee direct deposit payroll payment of any amount in product within 5 days for no additional fee in Intuit Enterprise Suite rather than having to request support.**
WHY
Add control and flexibility in your payroll process with convenient, streamlined employee direct deposit reversals for no added fees.