This course walks you through the newest features in Intuit Enterprise Suite and how to put them to work. You'll explore company standardization tools like consolidated views, a standard chart of accounts, and standard dimensions, plus expanded project management with phases, budgets, tasks, and a proposal builder. The course also covers advanced reporting, including subdivided forecasts, calculated fields, new management reports, and consolidated reports.
You’ll learn how to…
Use consolidated views across companies
Set up a standard chart of accounts and dimensions
Control view and edit access in reports
Manage projects with phases, budgets, and tasks
Convert a project budget to an estimate
Use progress invoicing by phase
Build proposals and set up parallel approvals in workflows
Create subdivided forecasts and calculated fields on reports
Run new management 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
17 lessons · 56 min
Introduction to What's New in Intuit Enterprise Suite1:27
Consolidated View2:03
Standard Chart of Accounts3:28
Standard Dimensions1:27
View & Edit Controls in Reports2:59
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
Subdivided Forecasts3:13
Calculated Fields on Reports4:39
New Management Reports5:34
Consolidated Reports1:56
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.
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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.
