Intuit QuickBooks Enterprise Solutions Intuit Suite Needs Assessment

Business Profile

Company Name
Contact Name
Address
City, State, Zip
Phone  
FAX
E-mail  
Website
Industry
Products/ Services
Current Software

Which best describes your business? (select one)

Construction
Retail business/Shop
Professional Services
Manufacturing
Wholesale
Non Profit
Other

Other (please describe)


Annual Sales


Number of employees:


Total Locations


Will you need to operate your financial software on a network?

Yes No

On how many computers do you need to load Intuit QuickBooks Enterprise Solutions


How many individuals will need to use Enterprise Solutions in your office


Solution Requirements - Features needed for your business (check all that apply)

Run Consolidated Reports
Sales Management
Manage and track inventories in real-time
Build and track assemblies and bill of materials cost
Customize access levels for multiple users
Connect multiple office locations
Create and track sales orders
Create Budgets and forecast
Create estimates with change orders
Create purchase orders
Track backorders
Create industry-specific reports
Combine sales reports
Customize reports and financial statements
Access QuickBooks data with ODBC-compliant
Applications
Customize chart of accounts
Integrate other business management applications
Process payroll
Process Services Invoices from the Field

Are you facing any of the following challenges with your current business management solutions? (check all that apply

Slow program performance
Need more capacity for company data
Lack of integration with other software or business
applications
Challenges in managing/tracking inventory
Training new/current employees
Current solution is expensive in terms of upfront
and ongoing maintenance cost

Other challenges - Please Explain


Other Comments


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