Intuit QuickBooks Enterprise Solutionsintuitglobal.intuit.com/iq/...Guide_700628_high.pdf ·...

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1 Made for Canadian Businesses, Developed Globally. Getting Started Guide Includes all you need to know about Intuit QuickBooks Enterprise Solutions 13.0: • Subscription details • Support • Product features • Additional services • Installation and setup instructions • Upgrader’s Guide for customers upgrading from Intuit QuickBooks Multicurrency Edition or QuickBooks 2007 or earlier Intuit QuickBooks ® Enterprise Solutions 13.0

Transcript of Intuit QuickBooks Enterprise Solutionsintuitglobal.intuit.com/iq/...Guide_700628_high.pdf ·...

Page 1: Intuit QuickBooks Enterprise Solutionsintuitglobal.intuit.com/iq/...Guide_700628_high.pdf · Welcome to Intuit QuickBooks Enterprise Solutions 13.0 – financial management software

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Made forCanadian Businesses,Developed Globally.

Getting Started Guide

Includes all you need to know about Intuit QuickBooks Enterprise Solutions 13.0:

• Subscriptiondetails

• Support

• Productfeatures

• Additionalservices

• Installationandsetupinstructions

• Upgrader’sGuideforcustomersupgradingfromIntuitQuickBooksMulticurrencyEditionorQuickBooks2007orearlier

Intuit QuickBooks®

Enterprise Solutions 13.0

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QuickBooks®

Welcome to Intuit QuickBooks Enterprise Solutions 13.0 – financial management software designed for Canada’s small and growing to mid-sized businesses. Thank you for choosing us to help manage your business finances.

Subscription detailsYour active monthly or annual subscription gives you access to the QuickBooks Enterprise Solution software and associated services such as:

• Automaticproductupdates,andnewreleases1

• IntuitQuickBooksPayroll2

• Premiumtechnicalsupportviaphoneandchat3

• Passwordrecoveryanddataservices4

For information on obtaining additional licenses for your business, please call 1-866-935-7237.

SupportReceivecustomersupportatnoadditionalcost.AnEnterpriseSolutionsconsultant can help with installation, data conversion, product support, and more. Call as often as you need.

To contact Support, call 1-866-935-7237 or visit enterprise.intuit.ca to learn more about online support options. Support hours are Monday to Friday, 9 a.m. – 8 p.m. (EST).

Welcome

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Additional help and resources• In-product help: QuickBooks Help (available under the Help

menu).

• FAQs and tutorials: Go to support.intuit.ca to search for answerstoFAQs.Watchtutorialsdesignedtohelpyougetmore familiar – and comfortable – with QuickBooks Enterprise Solutions.

• Live Community: Askandgetanswerstoyourquestionsfromother users within your QuickBooks product.

• Expand your functionality with third-party software5: Find third-party software applications that integrate seamlessly with QuickBooks Enterprise Solutions. Search marketplace.intuit.com for an add-on product that solves your business’ specific needs.

Company information changing?To help us serve you better, please call 1-866-935-7237 if you change any of your information. This applies to company information, such as your address, phone number or email address as well as your billing information, like your credit card number or expiry date.

1. This relates to your subscription to QuickBooks Enterprise Solutions 13.0 (2013) which includes accounting software – plus product updates and every version release, if and when released as a current user.

2. Paidmonthlysubscriptionrequiredtoreceivenewreleasesifandwhenavailable.Ifyouelecttodiscontinueyoursubscription,product,payrollandsupportserviceswillbediscontinued.Payrollservicerequiresapayrollsubscription,Internetaccess&atransmitternumberfromCRAand/orMRQ.Fortransmitternumberdetails,visitwww.cra-arc.gc.ca/esrvc-srvce/orwww.revenu/gouv.qc.ca

3. Support hours: 9am to 8pm EST, Monday to Friday. Intuit reserves the right to limit each telephone contact. Support availability subject to occasional downtime for systems and server maintenance, company events, observed Canadian holidays, and events beyond our controls.

4. DataRecovery/PasswordRemoval:Insomecasesthedamagemaybetooextensiveandthedatafilemaybenon-recoverable.

5. Business software applications sold separately. For a complete list of software that works with QuickBooks, visittheIntuitSolutionsMarketplaceathttp://marketplace.quickbooks.com.

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QuickBooks®

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Welcome to Intuit QuickBooks Enterprise Solutions . . . . . . . .2

Features overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

Installation and setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

Upgrader’s Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

What company files can be upgraded? . . . . . . . . . . . . . . 12

Before you upgrade your company file . . . . . . . . . . . . . . 13

Starting the upgrade process . . . . . . . . . . . . . . . . . . . . . . . 13

What should I do with my old version of QuickBooks? 16

What is the Upgrade Centre? . . . . . . . . . . . . . . . . . . . . . . . 17

Important differences in QuickBooks 2013 . . . . . . . . . . 20

Table of contents

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Features overviewIntuit QuickBooks Enterprise Solutions is our most powerful QuickBooks ever. Built with QuickBooks’ legendary ease of use, Enterprise Solutions hasthecapabilityandflexibilitytomeetyourbusiness’uniqueneedsas it grows. For information visit enterprise.intuit.ca

New look and feel QuickBookshasanewlookandfeeltohelpyouaccessyourQuickBookstasksmorequicklyandeasily.We’veimprovedthetopiconbar–youcanuseittoseetransactionsdue,runreports,viewbalancesandcreateshortcuts.We’vealsoimprovedtheHomepageandQuickBooksCentres.EasilyviewallthenavigationchangesbyclickingtheHelpmenuandselectingWhat’s New.

Greater performance and capacityQuickBooksEnterpriseSolutionsisdesignedformultipleuserswithextradatacapacityandrobustfunctionality.

• Add1,000,000+items–includinginventory,non-inventory,andserviceitems–andupto1millioncustomer,vendorandemployeenames.1

• Asyourbusinessgrows,purchaselicensesformoreusers(upto30)asyouneedthem.

• FinditemsornameseasilyinEnterpriseSolutionswiththeSearch feature.

Advanced controls to protect informationFlexibleadvanceduserpermissionsletyouprotectsensitivecompanyandcustomerdatainover100areasandactivities.Youcanassignusersaccessonlytotheinformationandtasksthattheyneedtodotheirjobs–andnothingmore.Controlwhatyouremployeescansee,create,andmodifywith14pre-defineduserroles.Plus,QuickBookshasanalways-onAuditTrailthatrecordseverytransactionthatisentered,editedordeleted.Thishelpsyouavoidfalsifiedtransactions,preventemployeefraud,anddetectemployeeerrors.

Features overview

1. Enterprise Solutions allows you to add up to one million (1,000,000) names (e.g., customers, vendors, employees) and up to one million (1,000,000) items (e.g., inventory, non-inventory, and service items). Some performance degradation is likely as your lists approach these size thresholds. With QuickBooks, visittheIntuitSolutionsMarketplaceathttp://marketplace.quickbooks.com.

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QuickBooks®

Advanced accounting and financial management Runcomprehensivefinancialreports.Trackyourincomeandexpenses.CustomizereportswiththeFinancialStatementDesigner.YoucandoitallwithQuickBooksEnterpriseSolutions.Plus,consolidateinformationfromseveraldifferentcompanyfilesintoasinglereport–injustonestep.

Seeyourreportsthewaythatyouwanttoseethem.ViewyourQuickBooksdatainODBC-compliantapplicationslikeMicrosoft®AccessorExcelorCrystalReports.To download an ODBC driver, visit support.intuit.ca/quickbooks

Detailed reports, data, and analyticsCustomizeover135comprehensivebusinessreportsorbuildyourownreports.Choosefromstandardaccountingreports,includingProfitandLoss,BalanceSheet,StatementofCashFlow,andSalesreports.Industry-specificeditionsincludeadditionalreports.

Industry-specific editionsInadditionaltotheGeneralBusinesseditionofQuickBooksEnterpriseSolutions,youcaninstalloneofsixindustry-specificeditions.ChoosefromanindustryeditionforAccountants,Contractors,ManufacturersandWholesalers,Non-profits,ProfessionalServices,orRetailers.Eacheditionincludesspecializedworkflowsandtools,includingaChartofAccounts.

NEW! Lead CentreUsetheLeadCentretotrackdataaboutyoursalesprospects.YoucanmanageinformationaboutallyourleadsinoneplacerightinsideQuickBooks.Andwhenyou’reready,easilyconvertyourleadstocustomers.SelectLead CenterfromtheCompany Menu.

Ifyou’reupgradingfromQuickBooksMulticurrencyEditionorQuickBooks2007orearlier,youroldcompanyfileisnotdeleted,soyoucanstillopenit

inyourpreviousversionofQuickBooks.

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Features overview

NEW! Advanced Inventory1

AdvancedInventorygivesevenmorepowertoQuickBooksEnterpriseSolutionswhentrackinginventory.WhenyouaddAdvancedInventoryyou’llgettheseadditionalinventorycapabilities:

• Trackinventoryatmultiplesites–QuickBookswillautomaticallycalculatewhichitemsyouneedtorestock.

• TrackeitherlotnumbersorserialnumbersrightinsideQuickBooks.

• Savetimeondataentry–usebarcodescanningtoenteryourinventoryintoQuickBooks.

To add Advanced Inventory to your subscription today, call 1-866-764-0435.

Works with third-party softwareAlargenetworkofsoftwaredevelopershavecreatedindustry-specificsoftwarethatworkwithQuickBooks.Theseadd-onprogramsareavailableforpurchaseintheIntuitQuickBooksSolutionsMarketplace(marketplace.intuit.com).ToensureyoursolutionintegrateswiththeCanadianversionofQuickBooksEnterpriseSolutions,search in the product compatibility box for “Canada 2013”tohelpnarrowyourresults.

Track and manage your inventory costsApplydifferentunitsofmeasuretoyourpurchaseordersandsalesordersforthesameitem.Plus,helpfultoolslikeAvailabletoPromiseandtheSalesOrderFulfillmentWorksheetmaketrackingyourinventoryasseamlessandpainlessaspossible.

Server flexibilityQuickBooksEnterpriseSolutionsgivesyoutheflexibilitytorunyoursoftwareonaWindowsorLinuxserverenvironment.FormoreinformationonsettingupaLinuxserver,gotosupport.intuit.caandsearchfor“Linux”.

1. May be subject to additional fees.

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QuickBooks®

Installation and setup

Step 1: BackupIfyou’reupgradingfromQuickBooksMulticurrencyEditionorQuickBooks2007orearlier,QuickBookspreventsyoufromoverwritingyouroriginalcompanyfileduringtheupgradeprocess.However,werecommendthatyoumakeabackupbeforeyouinstallQuickBooksEnterpriseSolutions.

Step 2: Installation BeforeyouinstallQuickBooksonacomputer,you’llneedtodecidewhichtypeofinstallationisappropriateforthatcomputer.

Choose:

• I’ll be using QuickBooks on this computer. IfyoudonotwantotherusersinyournetworktohaveaccesstotheQuickBookscompanyfilesonthiscomputer.

• I’ll be using QuickBooks on this computer, AND I’ll be storing our company file here so it can be shared over our network. ToallowotherusersinyournetworkaccesstotheQuickBookscompanyfilesstoredonthiscomputer.

• I will NOT be using QuickBooks on this computer. I will be storing our company file here so it can be shared over our network. IfusersonyournetworkwillrunQuickBooksontheircomputers,butupdatethecompanyfileonthedatabaseserveronly.UsethisadvancedoptiononlyifyourcompanyfilewillbelocatedonaseparatedatabaseserverwhereyouwillnotrunQuickBooks.

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Installation instructions

1 InserttheQuickBooksCDintoyourCD-ROMdrive.TheQuickBooksinstallationprogramstartsautomatically.

Note: If the installation program does not start automatically, go to My Computer, choose your disk drive andopenSETUP.EXE.

2 Followtheon-screeninstructionstochoosethetypeofinstallationforyourcomputer.Notethatyouwillneedyourlicensenumberandproductnumbertoinstallyoursoftware.YoucanfindtheseonyouremailreceiptfromIntuitCanada.

3 InstallQuickBooksEnterpriseSolutions.Thisprocesswilltakeabout20minutespercomputer,dependingonyoursystem’sperformance.

Installation and setup

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QuickBooks®

Step 3: Setup and data conversionWhetheryou’renewtoQuickBooksEnterpriseSolutionsorupgradingfromapreviousversion,oneofoursupportagentsisavailabletohelpyougetsetup.

Callusat1-866-935-7237 andwecanhelpyousetuporconvertyourcompanyfile,andcustomizeQuickBooksEnterpriseSolutionsforyourbusiness.

Important: Enterprise Solutions saves company data in a different format than QuickBooks, allowing for more efficient data retrieval from large company files. However, after you upgrade a company file to Enterprise Solutions, you cannot opentheconvertedfilesinQuickBooksEasyStart,Pro,orPremier.Youroldcompanyfileisnotdeleted,soyoucanstillopen it in your previous version of QuickBooks.

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IMPORTANTIf you are upgrading from QuickBooks 2008 or later, you do not need to perform these steps. Simply open your existing company file and QuickBooks will upgrade your company information automatically.

If you are upgrading a company file that was saved in QuickBooks Multicurrency Edition, or QuickBooks 2007 or earlier, there are additional steps you must perform. Call support at1-866-935-7237ifyourequireassistance upgrading to QuickBooks Enterprise Solutions 13.0.

Upgrader’s Guide

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QuickBooks®

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Upgrader’s Guide

Tip: Your QuickBooks Enterprise Solutions consultant will helpyouthroughthesestepsifyourequireassistance.Afterwards,readtheImportant differences section of this Upgrader’s Guide starting on page 20. The rest of this guide is provided for later reference, or if you prefer to install QuickBooks Enterprise Solutions and upgrade your company file without the help of a support representative.

What company files can be upgraded?YoucanupgradecompanyfilesfromallearlierversionsofQuickBooksEasyStart,Pro,andPremier.IfyourfileisfromQuickBooks2003orearlier,call1-866-935-7237forassistanceupgradingtoEnterpriseSolutions.

Important: Enterprise Solutions saves company data in a different format than QuickBooks, allowing for more efficient data retrieval from large company files. However, after you upgrade a company file to Enterprise Solutions, you cannot open the converted file in QuickBooks EasyStart,Pro,orPremier.Youroldcompanyfileisnotdeleted, so you can still open it in your previous version of QuickBooks.

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Before you upgrade your company fileFind your last sales tax return(s): LocatethepapercopyofyourlastGST/HST/QSTandPSTsalestaxreturnsthatyoufiledandhavethemwithyouwhenyoustarttheupgradeprocess.Youneedinformationfromthesesalestaxreturnstoupgradeyourcompanydata.

Your payment details: Locatethepaymentorrefundinformationforyourlastsalestaxpaymentincludinghowmuchwaspaidorreceivedandthedateonwhichitwaspaid.YoumightneedtofindthisinformationfromaGSTsliporachequereceipt.

Make a backup of your old company file(s): QuickBookspreventsyoufromoverwritingyouroriginalcompanyfileduringtheupgradeprocess.However,foraddedsafety,makeabackupbeforeyoustart.

Starting the upgrade process

Important: If you are upgrading from QuickBooks Multicurrency Edition or QuickBooks 2007 or earlier, the amount of time it will take to upgrade largely depends on the number of transactions in your company file. You can estimate the upgrade time based on the file size:

• Lessthan100MB:Mostfileswilltakelessthananhour• 100MBto250MB:Mostfileswilltake1to2hours• 250MBto500MB:Mostfileswilltake2to6hours• Greaterthan500MB:Mostfileswilltake6to18

hours. Extremely large files may take up to 48 hours

Upgrader’s Guide

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QuickBooks®

Asthefilestartstoconvert,QuickBookstellsyoutheapproximatetimetocompletion–pleasedonotinterruptorcanceltheupgradeprocess.

Shouldyouhaveanyquestionsorconcerns,weareheretohelp–contactourQuickBooksEnterpriseConsultantat1-866-935-7237.

Important:AfteryouupgradeacompanyfiletoEnterprise Solutions, you cannot open it in QuickBooks EasyStart,ProorPremier.Ifyou’reupgradingfromQuickBooks Multicurrency Edition or QuickBooks 2007 or earlier, your old company file is not deleted, so you can still open it in your previous version of QuickBooks.

1 InEnterprise Solutions,openyouroldcompanyfile.

2 SelectthecheckboxtoverifyyouwanttoupgradeyourfileandclickUpdate Now.

3 Followtheon-screeninstructions.

• Ifyoufilesalestax(GST,HST,QST,orPST),entertheenddatesoftheperiodsforthelastGST/HST/QSTandPSTsalestaxreturnsthatyousenttothegovernment.

• Ifyouuseforeigncurrencies,letQuickBooksknow.AlsoindicateifyouuseacurrencyotherthanCanadianDollar(CAD)foryourhomecurrency.

• Whenpromptedtobackupyourdata,browsetothefolderwhereyoubackupyourfiles.Donotoverwriteanyexistingbackupfiles.

• Whenaskedwhereyouwanttosaveyournewcompanyfile,allowQuickBookstochoosethelocation.QuickBooksputsyourcompanyfileinastandardlocationforneweroperatingsystems.

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4 ClickFinishtobegintheupgradeprocess.

5 Youmayberequiredtoperformadditionalstepsoncetheupgradeprocessiscomplete.Ifso,theUpgradeCentrewillappearandareasthatneedyourattentionwillbehighlighted(seepage17tolearnmoreabouttheUpgradeCentre).

Note: If you choose to complete these tasks at a later time, you won’t be able to access three features until you provide details about your sales tax data:

• Adjustforsalestaxoverpaymentorunderpayment(see page 18)

• SalesTaxreports• FileSalesTax

When you attempt to launch any of the above features you will be asked for the date and amount of your last sales tax payment (or refund), to complete the upgrade of your sales tax data – please keep this information handy. Once QuickBooks has this information, you can access all the sales tax features without interruption.

Upgrader’s Guide

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QuickBooks®

What should I do with my old version of QuickBooks?IfyouhaveQuickBooksMulticurrencyEditionorQuickBooks2007orearlier,please do not uninstall your old version of QuickBooks or delete your old company file.Youneedittocreatesalestaxreportsortoreviewtransactionsthattookplacebeforeyouupgradedyourcompanyfile,aswellasforauditortaxinspectionpurposes.Duringtheupgradeprocess,QuickBooksknowsthelocationofyouroldcompanyfileandpreventsyoufromoverwritingit.

WerecommendthatyoulettheinstallationprogramchoosewheretoinstallQuickBooksEnterpriseSolutions13.0.BydefaultQuickBooksEnterpriseSolutions13.0willstoreyourcompanyfileinC:\DocumentsandSettings\AllUsers\Documents\Intuit\QuickBooks\CompanyFiles.

AfteryouupgradeyourcompanyfileyoumighthavetaskstocompletetouseQuickBookstoitsfullest.

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What is the Upgrade Centre? Ifyoufilesalestax,theremaybeadditionalinformationandactionrequiredfromyoutotransitionyourearlierversion’ssalestaxdatatotheQuickBooksEnterpriseSolutionssalestaxmodelanduseQuickBookstoitsfullest.

TomakethisprocessasefficientaspossiblewecreatedtheUpgradeCentre.Itdisplaysthetasksyouneedtoperformafterupgrading.Somearemorecriticalthanotherstocomplete,suchasAdjustforsalestaxoverpaymentorunderpayment.Youcancompletethematyourconvenience,justclickAdd Reminder.

ToreturntotheUpgrade Centre atanytime,selectitfromtheCompany menu.Tasksrequiringyourattentionarehighlighted–justclickthebluelinktolaunchtheapplicabletool.Areasthatmightneedyourattentionare:

• Adjustforsalestaxoverpaymentorunderpayment.

• RecreatecustomformtemplateswiththeTemplateWizard.

• Identifyyourpreviouslymemorizedreports.

• ReviewchangestoMemorizedTransactionsandUnitsofMeasure.

• Downloadcurrencyexchangerates.

Upgrader’s Guide

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QuickBooks®

Adjustforsalestaxoverpaymentorunderpayment

Youmighthavetoadjustforsalestaxoverpaymentorunderpaymentifthereweretransactionsinyourpriorversion’sdatafilethat:

• Containedsalestaxbutnosalestaxcodes.

• Weremodifiedaftersalestaxwasfiled.

Thecurrentsalestaxmodelensuresthatsalestaxreportsalwaysagreewiththesalestaxliabilityaccountbalance,nomatterhoworwhenyourecordedtransactions.Inearlierversions,ifyoudidn’tusetheFileSalesTaxfeature,orifatransactiondidn’thaveasalestaxcodeorwasmodifiedafteryoufiledsalestax,thenyoucouldhaveunreportedsalestaxamounts.Inthecurrentmodel,transactionsthataremis-enteredandhaveunreportedamountsareincludedinthetotalsalestaxliabilityaccountbalance.Duringtheupgradeprocess,QuickBooksdetectsthetotalunreportedamountfromoldtransactions;andyoucanadjustthesalestaxoverpaymentorunderpaymentthat’sbeenidentified.

WhenyouclickAdjust for sales tax overpayment or underpayment QuickBookslaunchestheResolveYourSalesTaxfeaturewhichwalksyouthroughavailableoptionstoreconcilethetotalunreportedsalestaxamount.

Recreate custom form templates with the Template Wizard

Becauseofimprovementstobusinessformcustomization,formattingofbusinessformsfromQuickBooksMulticurrencyEditionandQuickBooks2007andearliercan’tbeupgraded.

Ifyoucustomizedyourbusinessforms,clickRecreate custom form templates with the Template Wizardtocreatenewcustomtemplatesordownloadnewones.

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Identify previously memorized reports

QuickBooksEnterpriseSolutions10.0andlaterversionsallowfasteraccesstoinformationinreports.Becauseofthis,custommemorizedreportsfromQuickBooksMulticurrencyeditionandQuickBooks2007andearliercannotbeupgraded.

ClickIdentify your previously memorized reportstoseealistofreportsmemorizedinyourpriorversionthatyoumightwanttocreateandmemorizeagain.

Review changes to Memorized Transactions and Units of Measure

ImprovementstoUnitsofMeasure,PriceLevels,andForeignSalesPricesaffectthetaxamountsonMemorizedTransactions.ClickReview changes to Memorized Transactions and Units of MeasuretoseetheQuickBooksUpgradeReport.Thereportshowstransactionsaffectedbythechange,thepreviousamountofthetransaction,andthecurrentamountinyour13.0companyfile.

Download currency exchange rates

YouneedtodownloadyourcurrencyexchangeratesbeforeyoubeginusingMulticurrencyinQuickBooksEnterpriseSolutions13.0.JustclickDownload currency exchange ratesandQuickBooksdownloadsthecurrencyexchangeratesforyou.

Upgrader’s Guide

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QuickBooks®

Important differences in QuickBooks Enterprise SolutionsThis section describes important differences between QuickBooks 2007 or earlier (and QuickBooks Multicurrency Edition) and QuickBooks Enterprise Solutions. For more information on using features in QuickBooks Enterprise Solutions 13.0, go to the Help menu and select the Learning Centre..

New look and feel

AccessyourQuickBookstasksmorequicklyandeasilywiththeimprovedtopiconbar,Homepage,andQuickBooksCentres.

Sales tax reports for previous sales tax periods

Duetochangesinhowsalestaxistracked,reportsforsalestaxperiodsthatwerecompletedinyourpreviousversionofQuickBooksarenotavailable.

Ifyouwanttoviewsalestaxreportsforpastsalestaxperiods,openyouroriginalcompanyfileinyourpreviousversionofQuickBooks.

Piggybacksalestaxes

“Piggyback”salestaxesaresalestaxesthatareappliedtothebasecostofanitemorserviceplustheGST.PiggybacktaxesareusedinQuébecandPrinceEdwardIsland.

Ifyouhavecustomsalestaxcodesthathavethe“piggyback”checkboxsetincorrectlyforyourprovince,EnterpriseSolutionsdoesthefollowing:

• IfthecompanyisinQuébecorPEI,allcustomsalestaxcodesarechangedtopiggybacktaxes.

• IfthecompanyisnotinQuébecorPEI,allcustomsalestaxcodesarechangedtonon-piggybacktaxes.

• Inbothcases,thepercentagerateofthetaxcodeisadjustedsothattheeffectivetaxrateisthesameandassumingthatyourprevioustaxratewascorrect(thatis,thatyouroldtaxratetookpiggybacktaxesintoaccount),youcanusethesamesalestaxcodesasbefore.

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Foreign sales prices for items

Foreignsalespricesarenowcreatedusingperitempricelevels.Withpricelevelsyoucancreateforeignsalespricesforallthecurrenciesyouuse.Youcanevensetupmultiplesalespriceslevelswithinasinglecurrency.GototheListsmenuandclickPrice Level List.

Units of measure

TheUnitsofMeasurefeaturehaschangedfrompreviousversions.EnterpriseSolutionsnolongerhasaseparatemeasurefor“stocking”items(thatis,storingitemsonhandforlatersale).Instead,itusesthesmallestbaseunitthatcanbeusedforpurchasesorsales.

Permissions

QuickBooksEnterpriseSolutionshasaddedandchangedsomepermissions.Pleasereassignpermissionstoyouruserstoensuretheystillhavethecorrectprivileges.GototheCompanymenu,clickUsers,andthenclickSet Up UsersandRoles.

Accountant’sCopy

Accountant’sCopyfilescreatedinQuickBooks2011orearlier,cannotbeopenedasanAccountant’sCopyinEnterpriseSolutions.YouhavetwooptionsforworkingwithAccountant’sCopyfromolderversions:

1 OpenthefileinyourpreviousversionofQuickBooks.

2 ConverttheAccountant’sCopytoaregularcompanyfile.Youwon’tbeabletoworkonthecompanyfileatthesametimeasyourclient,andheorshewillnotbeabletoimportyourchangesautomatically.

Formoredetails,searchthein-producthelpfor“ConvertAccountant’sCopy”andopenthetopicnamed“ConvertanAccountant’sCopytoaregularcompanyfile”.

Important differences

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QuickBooks®

Third-party applications

ThisversionofEnterpriseSolutionsiscompatiblewithmanyapplicationscreatedfortheUSversionofQuickBooksEnterpriseSolutions.Youcanpurchaseup-to-dateplug-inapplicationsonthewebatmarketplace.intuit.com

However,third-partyapplicationsthatwerecreatedforpreviousversionsofQuickBooksmaynotworkwithQuickBooksEnterpriseSolutions.Contacttheapplication’svendorforanupgradedversion.

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Notes

Notes

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QuickBooks®

POBox4182Edmonton,ABT6E4T2Canada

P/N:700628

Thesoftwarecontainedhereinissubjecttoa“singleuser”licenseagreementandisprovidedunderalimitedwarranty.Seedetailsatinstallation.Termsandconditions,features,pricingandservicesavailabilitysubjecttochangeatanytime.Technicalsupportandotherpricingandpoliciesaresubjecttochangewithoutnotice.Youruseofthisproductissubjecttothetermsofthesoftwarelicenseagreement.Seelicenseagreementatquickbooks.ca/eula.Unauthorizedduplicationisaviolationofapplicablelaw.

Intuitshallhavetherighttochangeoraddtothetermsofthelicenseatanytimeandtochange,discontinueorimposeconditionsonanyaspectofthesoftwareandrelatedservicesinaccordancewiththethen-effectivediscontinuationpolicyavailableatquickbooks.ca/discontinuation-policy.

©2012IntuitCanadaULC.Allrightsreserved.Intuit,theIntuitlogo,andQuickBooks,amongothers,aretrade-marksofIntuitCanadaULCoroneofitsaffiliates,registeredinCanadaandothercountries.Otherparties’brandsorproductnamesaretrade-marksorregisteredtrade-marksoftheirrespectiveholders.

Ifyou’renotcompletelysatisfiedwithyourpurchase,visitquickbooks.ca/returnsfordetailsonhow to get your money back. To receive a refund of the purchase price, excluding shipping & handling,youmustrequestarefundwithin60daysofpurchasewithadatedreceipt.