New Enterprise Suite Product

What do you mean with "New"?

Hi there, @Intu1. Let me share some information about the Intuit Enterprise Suite product.

This new product is a scalable, integrated multi-entity platform designed to enhance productivity and profitability for clients with complex needs. It uses the power of AI to enhance profitability with a full set of core capabilities. This includes access to robust financial management and accounting capabilities.

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.

For additional reference, you can check out this article: Introduction to Intuit Enterprise Suite.

If you have further questions about the product, just post them again in the thread. We're always available to help.

@Chrea 

"What do you mean with "New"?"

The new online Intuit-branded Enterprise Suite.  https://www.intuit.com/enterprise/ 

@Intu1 

Intuit Enterprise Suite is great for users who:

1. Operate multiple US-based entities
2. Generate over $3 million in annual revenue
3. Need multi-dimensional reporting
4. Make many monthly inter-company transactions

If you decide to proceed, you should purchase it through ProAdvisor. An approved ProAdvisor will get a $1,500 bounty for referring a new client and you can ask to share it with you.

What is/ is there a limit on the number of entities that can be integrated into this platform?

Does it have Sales order capability like QB Enterprise?

Thank You!

Matt

What is/ is there a limit on the number of entities IES can incorporate?

Also, does it allow for Sales Orders?

Thank You,

Matt

Thanks for your interest in the Intuit Enterprise Suite, Matt. Allow me to provide guidance to help you get the information you need.

The Intuit Enterprise Suite represents one of Intuit's newest product offerings. This platform combines multiple business tools, such as financial management, payroll processing, human resources, marketing, and cash flow analysis into a unified system.

It also provides functionality for creating sales-related transactions, such as estimates and change orders, along with features for workflow automation and task management, similar to those available in QuickBooks Desktop.

For a more detailed understanding of how the Intuit Enterprise Suite can benefit your specific business needs, we recommend reaching out to our support team for Intuit Enterprise Suite. One of their customer success managers can provide information on the number of entities that you can integrate, help you create a personalized setup plan, and answer any questions related to this platform.

Support is also provided to facilitate your transition from your current system. Here's how to reach out to them:

1. Go to this link: https://www.intuit.com/enterprise/.
2. Type in the required details such as your name and contact information.
3. Click Schedule a call.

Let me also share this article for details about this new platform:

Introducing Intuit Enterprise Suite: A business management solution for growing businesses.

Let me know if you have any additional questions while exploring this new product as well as using QuickBooks Desktop. The QuickBooks Team is always available to offer support and guidance.

Thank you for the response.

Specifically, I'm wanting to know if an estimate can be converted to a sales order, and a sales order can be converted to an invoice. 

I have already scheduled a call with the IES group but the meeting will be a waste of time if we aren't able to create sales orders.

Thank You,

Thanks for following up with the Community, Lucki307. I appreciate your detailed information.

You can create a slaes order from an estimate in QuickBooks.

Here's how:
 

1. Look for and open the correct estimate.
2. Choose Create Sales Order at the top of your estimate form.
3. When the sales order appears, edit any details as necessary.
4. Select Save & Close.

Once a sales order you've created has been fulfilled, you'll need to create an invoice.

Here's how to do so from your Sales Order window:
 

1. On the Sales Orders main tab, click Create Invoice.
2. On your prompt that appears, choose Create invoice for all of the sales order(s) to add all items from your sales order to the invoice, or Create invoice for selected items if you want to put only some items on the invoice.
3. Make any changes to your invoice. Also enter a quantity in the To Invoice or Invoiced column for each item. If you don't want to invoice any of the listed items, enter 0 as the quantity.
4. Select Save & Close.

You can also create invoices for fulfilled sales orders from your Invoice window.

I've also included a detailed resource about working with sales orders which may come in handy moving forward: Create a sales order

If there's any additional questions, I'm just a post away. Have an awesome Tuesday!

Zack,

Again, Thank You for the response.

You appear to have sent me steps for creating a Sales order in QB Desktop.

I was asking about Sales Order creation within the new Intuit Enterprise Suite (lES).

My question remains the same. Can you create a Sales Order in the new IES Product?

Thank you again for your responses. They are appreciated,

Regards,

Matt