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Skellytonne
November 18, 2021
Question

Various questions about Quickbooks Enterprise

  • November 18, 2021
  • 2 replies
  • 0 views

Hello! The companies I am working with is considering shifting from QB Online to QB Enterprise. With this in mind, I have the following questions: 

 

1) How elaborate is QB Enterprise's User Access Feature? Say we have a sales team, can we allow them to ONLY make estimates and invoices but NOT EDIT? Can the management also restrict their access to financial statements?

 

2) How can we transfer our files from QB Online to QB Enterprise? What data can we transfer seamlessly and what data in QB Online that cannot be transferred?

 

3) I am currently working for 2 companies, both of which are using QB. If we were to buy the licenese key for QB Enterprise, can both companies use them or only 1 license key will work for one company?

 

4) In QB Online, only the sales invoice and the estimate can be customized via importing a style from MS Word. Can QB Enterprise do this as well? If so, can it also import custom styles for sales receipt? In QB Online, it doesn't have that feature. 

 

EDIT: 

 

5) Is there a way I can have a demo of the QB Enterprise using my company?

 

6) It says one of the features of QB Enterprise is that it can accomodate 5 users at a time. I will be available the 15-user package. Does that mean this version can accomodate 15 users in real time?

 

TIA!

2 replies

JenoP
JenoP
November 18, 2021

I'd be glad to answer your questions about moving to the Enterprise version, Skellytonne.

 

For the first question, user permissions in QuickBooks Enterprise are a lot more elaborate than QBO. There's an option to allow the user to create transactions but not edit them. You can also restrict the users to view the company's financial data. You can take a look at these articles for more details: 

 

 

Second, you can also transfer your file from QBO to Enterprise. Let me give you these articles for more details about this:

 

 

Third, you can add as many companies or company files in QuickBooks Desktop. Use this article as a guide: Create a QuickBooks Desktop Company File.

 

Fourth, sales forms and other transactions (invoices, estimates, credit memos, sales receipts, statements, payment receipts, bill payment, sales order, and build assembly) can be customized in QuickBooks Enterprise. You can also import your own template using MS Word. Check out this article that talks about this function: Use and Customize Form Templates.

 

Fifth, you can download the trial license and import your QBO account. This way you can try how the program works. Here's the link: Download a Trial of QuickBooks Desktop Enterprise.

 

Lastly, QuickBooks Desktop Enterprise is available in 1-10 user, and up-to-40 user licenses. Let me share this link for more details: https://quickbooks.intuit.com/desktop/enterprise/resources/faq/.

 

I'd also like to share these articles with you for additional references: 

 

 

Please know that you can always count on us and have your back anytime you need help with QuickBooks. 

S
SkellytonneAuthor
November 18, 2021

If I import my QBO files to the trial version, won't this lock me out of QB after the trial is over? 

Fiat Lux - ASIA
Fiat Lux - ASIA
November 18, 2021
@Skellytonne wrote:

If I import my QBO files to the trial version, won't this lock me out of QB after the trial is over? 

 

You can still own and open the company file later on another QB Desktop Enterprise with the same year version.

Fiat Lux - ASIA
Fiat Lux - ASIA
November 18, 2021
@Skellytonne wrote:

3) I am currently working for 2 companies, both of which are using QB. If we were to buy the licenese key for QB Enterprise, can both companies use them or only 1 license key will work for one company?

 

@Skellytonne 

Do you offer the bookkeeping service for both companies or every company will manage their own file?

S
SkellytonneAuthor
November 18, 2021

It's the latter - there are employees within our company who handle the reports of their respective companies, but sometimes we seek out help of a third party accountant if ever we need advise from an expert.

Fiat Lux - ASIA
Fiat Lux - ASIA
November 18, 2021

You can only purchase and use one subscription license to manage multi-company files internally. Is your company located in the US? You can also set up a private cloud solution to allow remote users/external accountants to access your data over the internet.

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