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See Business Data at a Glance with Company Snapshot
Stay on top of your business from a single screen, with data presented just the way you want it. Choose at-a-glance reports that are most crucial for managing your business. Report options include yearly expense and income comparison, detailed expense and income breakdown, and a top customer list.
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Run Key Financial Reports Instantly
Use any of Enterprise Solutions’ 120+ standard reports, such as Profit and Loss, Forecast vs. Actual Budget, Statement of Cash Flows and A/R Aging Detail, to get real-time visibility into your business performance. You can easily customize these standard reports to your needs and memorize your changes for future use. You can also export your data to Microsoft Excel to conduct your own specific analyses.
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Combine Reports from Multiple Company Files
If your company operates from multiple locations, save time and avoid errors by consolidating financial reports in one easy step. No manual calculations or mistakes. Just choose a report: Balance Sheet, Profit and Loss, Cash Flow, or Trial Balance. Select the data files to draw from, and Enterprise Solutions creates a Microsoft Excel spreadsheet with a column for each location, and a column that totals them all.
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Create Professional Financial Statements
Easily create financial statements with the Intuit Statement Writer, a $150 value included at no additional cost. Intuit Statement Writer links your QuickBooks Enterprise Solutions files with Microsoft® Excel so you can build and update professional statements. Create Microsoft Word-based reports and documents,52 create up to 16 statements within a single Microsoft Excel workbook, and send consolidated reports in PDF format.63 Plus, documents and statements can be saved as a custom report template for easy reuse.
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Export Data to Microsoft Excel or Any Spreadsheet Software
Export your QuickBooks data to a new or existing Excel spreadsheet.25 No retyping! Excel automatically applies existing formulas to the new data. Use the export feature to quickly make global changes, such as updating telephone area codes, then import the data back into QuickBooks. Efficiently add groups of new vendors or customers to QuickBooks by importing them in one easy step.
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Access Your Data with ODBC-Compliant Applications
For more advanced reporting needs, you can retrieve your QuickBooks data with ODBC-compliant applications such as Microsoft® Access or Excel to see data just the way you want.13 Link to various business applications and build custom reports, queries or forms.
You can also use the powerful SQL language and have full control over your data. Upgrade your ODBC driver to allow read/write access, enabling you to write data into Enterprise Solutions from other programs.
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Track Expenses & Pay Bills Automatically
Record bills as they arrive — QuickBooks alerts you when they’re due. No more worrying about late fees and finance charges. When it’s time to pay your invoices, simply click a button to turn each bill entry into a check. Enterprise Solutions lets you print checks one-at-a-time or in batches.
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Download Bank & Credit Card Transactions Directly from Your Financial Institution
Download transactions from more than 500 financial institutions right into Enterprise Solutions. No errors. No typing. Now you can enter downloaded transactions in as little as one click. Associate downloaded payees to existing names in your Enterprise Solutions lists, and Enterprise Solutions standardizes the downloaded entries, helping to ensure “clean” lists and accurate reports.
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Track Fixed Assets
Track fixed assets such as computers and other office equipment with our Fixed Asset Manager. Track each purchase from acquisition to disposition, and automatically calculate depreciation for up to six asset bases, including federal, state, book, and AMT (Alternative Minimum Tax).
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Instantly Prepare for Tax Time or Your Accountant
Enterprise Solutions tracks your income, expenses, sales tax and payroll while you record transactions so you’re ready for taxes anytime. Let your accountant work directly in a copy of your Enterprise Solutions file, or generate any needed reports and e-mail them as PDF files.
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Track Tax Deductible Expenses Automatically
Get every deduction you’re entitled to without spending your time sorting receipts or adding up totals. Enterprise Solutions tracks your income and expenses and organizes them by tax category automatically as you record sales, write checks and pay employees. Enterprise Solutions tax alerts can remind you of quarterly and monthly tax deadlines, so you never have to worry about late-payment penalties. You can report your taxable income and expenses any time, at a moment’s notice.
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