3 Great Features in QuickBooks Enterprise

Home Video Placeholder

QuickBooks Enterprise (QBES) has some really great features, but if you aren’t using them, then you’re short-changing yourself and your efficiency. Many of the problems our customers encounter occur because they don’t know a feature is available. To help, here are a few of our favorites:

Direct Invoices. You can send customers or clients an invoice directly from QBES 2016. All your client has to do is click a link to pay you online. Not only do you save time and expense, but you also get paid right away. As a QBES customer, you should also get preferred credit card processing rates from Intuit.

Custom Fields. In all QuickBooks Desktop financial products, you can create custom fields that resemble a text box. However, in QBES, you can go one step further to create a custom field with a multiple-choice list. A perfect example is to add a Requester field to a purchase order. Making the options standard will help make sure your team does not accidentally misspell the name of the employee requesting a purchase.

Lot numbers in Advanced Inventory. Lot numbers allow you to track specific lots of inventory as you receive, build and sell. QuickBooks allows you to assign lot numbers during your workflow so that you can quickly run a report by lot number to see if it has already been used in manufacturing a product, or which customers have purchased that item.

Contact us today if you need help learning these features, or any others. You can also check out our online training videos.


About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

Back to list

Leave a Reply

Your email address will not be published. Required fields are marked *