QuickBooks Enterprise
Solutions 14.0

A whole new level of flexibility, with the familiar QuickBooks look and feel.

NEW! Email Enhancements

Include multiple attachments in QuickBooks transaction emails. See previous conversations in the email history list, and use customizable, auto-populating email templates for reliable communication.

Email Enhancements

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NEW! Client/Accountant Collaboration*

Communicate with your accountant right inside QuickBooks. Conversations are tied to the transactions to which they refer for easy tracking.

*Requires Accountant to have QB Accountant Plus 2014 Subscription.

Client/Accountant Collaboration*

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Higher List Limits

QuickBooks Enterprise Solutions now allows more Accounts, Classes, Customer Types, Vendor Types, To Do's, Customer Messages, components in a Group Item, Memorized Transactions and Sites.5

Improved List Limits

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Calendar View

See invoices, billing, past transactions and other important tasks coming due or past due in the Calendar view. The improved “to do” list captures more relevant information to help prioritize your tasks.

Calendar View

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Document Center

Get organized by scanning and attaching receipts, estimates and other important business documents to your QuickBooks records with drag and drop ease. The new QuickBooks Document Center lets you store files locally on your hard drive. A major advantage at tax time.

Document Center

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Memorized Transactions

Let QuickBooks do your most frequent and time-consuming tasks for you. In addition to automatically executing recurring transactions like weekly and monthly bills and invoices, you can now easily select which transactions to run and which to postpone. Includes new bi-monthly option.

Memorized Transactions

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Faster Form Completion

Find items in your sales order based on item detail, including custom fields, directly from your sales order, invoice, or sales receipt. With the click of a button, populate the selected items into the form you're working on.

Faster Form Completion

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More Multi-User Activities

Now complete more activities in multi-user mode:

  • Define custom fields
  • Set a closing date
  • Make deposits
  • Change any list sort order

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Add Up to 30 Users

QuickBooks Enterprise Solutions supports 1 user to 30 simultaneous users, scaling with your business as it grows. Adding more users after your initial purchase is fast and easy. Simply purchase the additional licenses, install the software on their PC and point them to your Enterprise Solutions company file.

QuickBooks Enterprise Solutions supports up to 30 simultaneous users, scaling with your business as it grows.

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Expanded User Controls

Give your employees access to the information and activities they need to do their jobs, without exposing your data to accidental or intentional misuse. Allow or restrict your users to access over 115 individual reports, bank accounts, lists and activities in Enterprise Solutions.

Give your employees access to the information and activities they need to do their jobs, without exposing your data to accidental or intentional misuse.

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Always-On Audit Trail

The always-on Audit Trail greatly reduces the time spent investigating changes to your Enterprise Solutions files since the last time you reviewed them. The Audit Trail can help protect you against employee fraud and detect employee errors because it records transactions that are being entered, edited or deleted from the system with no impact on Enterprise Solutions’ performance.

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Work in Two Company Files at the Same Time

Save time switching between QuickBooks files by working in two instances of QuickBooks Enterprise Solutions at the same time.67

Work in Two Company Files at the Same Time

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Set Up Users Quickly with Predefined Roles

Enterprise Solutions includes 14 predefined user roles to help you set up new users quickly. Each predefined role provides access to the activities and reports typically needed by users in that role. You can easily copy and edit a predefined role to better meet your users' unique needs, and assign any role to any user or apply multiple roles to a single user.

Predefined roles include: Accountant, Accounts Payable, Accounts Receivable, Banking, Finance, Full Access, Inventory, Payroll Manager, Payroll Processor, Purchasing, Sales, Time Tracking, and View-only.

Get 13 predefined user roles to make new user set-up fast and easy.

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Connect Remote Workers and Locations

Unify remote workers and satellite offices with a high-performance, "real-time" link to your QuickBooks data. Enterprise Solutions works with Remote Desktop Services to allow password-protected access by authorized users.12 Remote users get top performance because processing takes place on your server, not their PC. From the moment they log on, they’re valuable members of the team - whether they’re in the main office or satellite office, onsite or offsite.

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Perform More Tasks in Multi-User Mode

Enterprise Solutions allow you to adjust inventory, delete list items, change sales tax rates, and back up your company file while in Multi-User Mode so you can complete these tasks without disrupting other users.

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Run Enterprise Solutions Faster with Remote Desktop Services

Run and use Enterprise Solutions more quickly with Remote Desktop Services. By installing your software on a terminal server versus multiple client computers, you can also save money on IT related cost.12 Remote users get top performance because processing takes place on your server, not their PC. From the moment they log on, they’re valuable members of the team - whether they’re in the main office or satellite office, onsite or offsite. Read our Remote Desktop Services white paper for more information.

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Fully Integrated Document Management

Organize your important business documents in one place. Document Management lets you attach documents – electronic or scanned files62 – to any QuickBooks customer, vendor, employee, account or transaction. Because your documents are backed up online (up to about 1,000 2-page PDFs), they are easy to share with your accountant and employees, and accessible from any Internet connection. You can even scan documents right in QuickBooks.

Fully integrated Document Management

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QuickBooks Instant Messenger

Having trouble communicating with remote workers about what you need to do in Enterprise Solutions? Want to perform remote actions but your co-workers aren’t at their desk? QuickBooks Instant Messenger lets you chat directly with remote users and perform actions, such as logging them out, even when they are not at their computer.

QuickBooks Instant Messenger lets you now directly chat with remote users and perform actions, such as logging them out, even when they are not at their computer.

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Flexible Administrative Controls

You can set up your accountant to be the QuickBooks Administrator with sole access to the accounting functions that impact your data integrity, such as opening and closing the books. Your accountant can then delegate lower level functions, such as setting up new users and company preferences, to your in-house administrator.

Set up your accountant to be the QuickBooks Administrator with sole access to the accounting functions that impact your data integrity, such as opening and closing the books.

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