This course covers the exclusive features of Intuit Enterprise Suite and how to use them to run a larger, multi-entity business. You'll learn to manage users and roles, standardize your chart of accounts and dimensions, work with multi-entity transactions and allocations, and build custom workflows with approvals. The course also dives into projects, spreadsheet sync, online banking, invoices, and advanced reporting like subdivided forecasts, KPIs, and consolidated reports.
You’ll learn how to…
Set up users, roles, and permissions
Standardize your chart of accounts and opening balances
Work with dimensions and record transactions with them
Handle multi-entity transactions, journal entries, and allocations
Build workflows with task, invoice, and bill approvals
Manage projects with budgets, phases, tasks, and proposals
Set up spreadsheet sync and import transactions
Link accounts and manage online banking
Create and schedule recurring invoices and payments
Run advanced reports: forecasts, KPIs, calculated fields, and consolidated reports
This class is included in all of our training plans
Self-paced
All training plans include instant and lifetime access to this course.
Course Content
49 lessons · 2 hr 16 min
Introduction to Intuit Enterprise Suite Exclusive Features2:27
How to Switch Between Your Entities1:06
Intro to Consolidated View1:44
Consolidated View2:03
What are Users1:25
Types of Users1:35
Set up Users & Roles2:49
Edit a User1:50
Chart of Accounts1:21
Opening Balances1:36
Shared Chart of Accounts6:25
Standard Chart of Accounts3:28
View & Edit Controls in Reports2:59
Link Accounts2:22
The Banking Window1:47
Match Downloaded Transactions1:21
Categorize Downloaded Transactions2:15
Intercompany Account Mapping3:46
Intercompany Journal Entries2:32
Allocate Expenses3:51
Dynamic Allocations5:03
What are Workflows and Tasks1:23
Invoice and Bill Approvals3:40
Custom Workflows0:51
Add and Edit Dimensions2:33
Standard Dimensions1:27
Record Transactions with Dimensions2:32
Apply Dimensions to Past Transactions2:00
Manage Invoices5:28
Schedule Recurring Invoices3:08
Create Recurring Payments2:11
Project Phases3:15
Project Budgets3:46
Convert Project Budget to Estimate3:41
Project Progress Invoicing Phases2:45
Project Tasks2:37
Proposal Builder3:48
Parallel Approvals in Workflows3:18
Item Receipts5:52
Learner
Training only
1 user
$899.95
$599.95
30-day money back guarantee
Lifetime access to all included training
This course + 40 other courses
Live classes every weekday
Hands-on exercises
All future course updates
Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.
Most Popular
Certification
Training + Certification
1 user
$999.95
$699.95
30-day money back guarantee
Lifetime access to all included training
Everything in Learner
Training for all 7 certifications
7 QuickBooks certification exams
Practice exams and test prep
Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.
Team
Team Training + Certification
2-5 users
$1,799.95
$999.95
30-day money back guarantee
Lifetime access to all included training
Everything in Certification
Up to 5 users included
Certification for your team
Team progress tracking
Optional Live 1-on-1 Help continues at $90/mo. Cancel anytime.
