Intuit Solutions

“I highly recommend MB to anyone looking for Intuit services.”

Intuit Products & Services

If you are looking for any Intuit Solution, please contact MB for solutions, demos, questions and to place your order.

MB is part of the QuickBooks Solution Provider program.  She joined this group to be able to learn about the different Intuit solutions as well as obtain the best pricing for her clients and other small businesses.  As a solution provider, she will help you determine the correct solution for your particular needs. As a CPA and ProAdvisor, she will recommend only products and services that she believes will benefit your business.

QuickBooks has the perfect set of financial management tools to equip you to start your business the right way. From accepting payments to managing your cash flow and everything in between, QuickBooks is more than just an accounting tool. You can scan receipts, send invoices, pay your employees, and so much more, all through a simple-to-use dashboard.

Online products

QuickBooks Online (QBO) is a cloud based accounting solution and really makes accounting easy.  Because you can access it from any browser or smart device, you can take photos of your receipts and record expenses as they happen.  You can invoice in the field. If you are signed up for QuickBooks Payments, you can process payments directly into QBs saving re-entry time as well as time spent on reconciling.  Bank feeds are superior in QuickBooks Online.  When you connect your bank or credit card accounts, transactions download generally nightly and you can set up rules to easily record your transactions. There’s so much more – fill out the form to find out about other features.

QBO Simple Start
1 user (plus 2 accountant users); track account receivable; no accounts payable; limited reporting; 30 days free and 50% off for first year

QBO Essentials
Up to 3 users (plus 2 accountant users); adds in accounts payable and time tracking; 30 days free and 50% off for first year

QBO Plus
Up to 5 users (plus 2 accountant users); adds in budgeting, projects and job costing, inventory and unlimited reports only users; 30 days free and 50% off for first year

QBO Advanced
Up to 25 users; adds smart reporting powered by Fathom, batch invoicing, custom user permissions, premium care with Priority Circle; 30 days free and 50% off for first year

QuickBooks Self-Employed
This app is for self-employed (Schedule C) filers who want to track income, expenses, mileage and estimated tax amounts.  It links with your bank and credit card accounts where you can identify if the transaction is business or personal. It links with TurboTax or you can produce a tax report; 50% off for 12 months

Desktop Products

If you are looking for a QuickBooks Desktop solution, we have one for you.  The lineup begins with Pro and Premier and as your business grows, you can upgrade to Enterprise solutions which allows for more users, larger file sizes and more features. QuickBooks Desktop pricing varies depending on promotions

QuickBooks Pro
Up to 3 named (and concurrent) users; all basic accounting functions; example pricing: 1 license  MSRP 299.95; Discounted price $184.95

QuickBooks Premier
Up to 5 named (and concurrent) users; adds sales orders, forecasts, reversing journal entries, industry specific versions, per item price levels, job costing, inventory assemblies and more; example pricing: 1 license  MSRP 499.95; Discounted price $324.95

QuickBooks Enterprise Solutions
Up to 30 named (and concurrent) users; 3 different levels of subscription: Silver, Gold and Platinum; user permissions are very granular; increases list limits as well as adds a lot of features depending on which level you are interested in; 20% off for life of subscription for 1-10 users and 12.5% off 30 users

QuickBooks Point of Sale
QuickBooks Point of Sale (QBPOS) is a desktop software for retail businesses.  You install it on a PC. The latest version of QBPOS added the ability to use a Microsoft Surface Pro to save counter space and get the flexibility of ringing up sales or checking inventory from anywhere in your store.  At the end of the day, you can have QBPOS sync with QuickBooks Desktop, reducing double entries to save you time and errors.  You can easily view what’s in stock, what’s selling and what you need to order.  When you add on QuickBooks Payments, the payments will reconcile in your QuickBooks financial software  saving time of doing manual data entry and reconciliation; example pricing:  POS Pro – MSRP = $1,799; discounted price – $1,360

Use with QuickBooks Online or Desktop

Here are some add-on services that integrate with both QuickBooks Online and QuickBooks Desktop 

Payroll
Using a QuickBooks Payroll solution means payroll does not have to be re-entered into QuickBooks. QuickBooks has several payroll offerings.  What do you need?  Do you want Intuit to take responsibility for paying taxes and filing forms?  There’s a “do it for you” option.  Are you comfortable with payroll?  Choose the “do it yourself” option. There are two options for QuickBooks Online and three for QuickBooks Desktop as well as a standalone self service and full service payroll. Pricing depends on which service you choose 

Payments
Accepting credit card and bank transfer payments is good.  You can get paid faster by emailing invoices and having a link for your customers to submit payment or getting authorization to automatically process payments.  Using QuickBooks payments means that everything is recorded in QuickBooks automatically.  That saves time and mistakes. Pricing depends on which QuickBooks product it’s connected to

TSheets by QuickBooks TSheets
TSheets PROTime Tracking allows you to easily track time on any device to streamline payroll, send accurate invoices and save thousands each year.  Using TSheets Time Tracking (powered by QuickBooks), employees can clock in or out on a browser or a smart device.  TSheets has GPS tracking so you can see where your employees are and they are beta’ing geo-fencing.  There’s also a scheduling component where you can easily edit, publish and share the schedule with your crew.  It links to both QuickBooks Online and Desktop as well as many payroll systems.  Their support is outstanding. TSheets has a 5 star rating on Apps.com with over 3,700 reviews. 

Intuit Field Service Management
This cloud based service allows you to manage your people, customer and costs for your service based business.  You can create workorders and scheduling as well as generate invoices, accept mobile payments and email receipts to customers.  It has built in GPS mapping. There are two optional modules:  a Time Card Module to help streamline payroll processing by syncing time with QuickBooks time tracking and a Service Agreements Module that allows you to schedule recurring workorders with checklists and automated invoicing. Price depends on number of users.  Fox example: 1-10 users is $35 per user per month

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