When a Business Outgrows QuickBooks Enterprise

Small and midsized businesses use QuickBooks software to manage finance and operations. Since growing past 90% market share in 2008, Intuit QuickBooks proved over the years that businesses adopt accounting and finance software if it is affordable and easy to use. While Intuit’s focus today may be on gaining market share with the web-browser-based QuickBooks Online edition, QuickBooks Desktop Enterprise continues to serve the needs of companies requiring more robust functionality than QuickBooks Desktop Pro/Premier or QuickBooks Online editions offer.

Over the years the QuickBooks product line has grown to support larger businesses, with the Enterprise edition scaling to 40 users and boasting a load of features that fully support operational processes. Inventory management, order processing workflows, construction management, and other features give encouragement to businesses needing support for more complex processes. QuickBooks Enterprise allows the flow-through of product use knowledge, stored data and integration with other business solutions to be seamless and consistent when moving up from QuickBooks Desktop Pro or Premier editions.

When a business finds that it may be outgrowing the capabilities of QuickBooks, it does not necessarily have to abandon the product line in lieu of a larger framework such as with alternative ERP systems. While the larger web-based systems may boast greater capabilities, they often come with much greater cost of service and implementation.

For businesses invested in QuickBooks Enterprise, it makes sense to look at alternative technical or platform solutions to address certain operational needs rather than shifting to different finance and operations software. The cost and complexity of an entirely new ERP software implementation is often more burdensome and costly than is needed to meet the real business demand. Also, the value found in business data can be lost when converting from one solution to another, and the cost of change is often so burdensome that many businesses simply abandon their projects if they even get started.

When using QuickBooks, at times it is the platform — the local network, computers and server — that is not geared to handle more users, processes and applications working with QuickBooks and a more robust and agile situation is required. Businesses should also explore integrations or extensions that can address the functional requirements, supporting advanced and complex workflows with greater agility while retaining the full value of the historic data.

Some challenges with QuickBooks may indicate a business needs a more robust and scalable solution, but that does not necessarily indicate that the business has truly outgrown QuickBooks. Instead, it may be a situation best handled by extending QuickBooks through application integration with a more robust subsystem to address specific business needs, to add scalability, and to build on the existing history and business intelligence previously developed in the enterprise.

Large transaction volume, extensive inventory management, or performance issues can easily create the impression that a business has outgrown QuickBooks Enterprise. In most cases, these conditions are overcome by extending QuickBooks with solutions geared specifically to handle the complexities and volume of heavy inventory management processes. These solutions not only address the in-depth functionality required, but also tend to utilize more agile and robust database structures that can scale far beyond the capacity of any QuickBooks edition alone.

Some businesses wishing to provide more advanced reporting and analytics, along with delivering realtime insights, may initially consider QuickBooks reporting to be insufficient for their needs. Yet there are integrations available which make QuickBooks financial and operations data as accessible and usable as the most robust enterprise applications. Satisfying the need for highly customized reporting and analytics far beyond QuickBooks standard reporting, these solutions create visibility and give meaning to QuickBooks data in ways that cannot be accomplished within the application alone.

Mendelson Consulting understands how businesses can outgrow the core functionality of QuickBooks and provides the tools and solutions to address growth in practical ways that do not diminish the value of data, training and operational intelligence that has been so costly for the business to acquire. We help businesses expand their capabilities and improve efficiency without losing their investment in QuickBooks, addressing the needs of growing and complex businesses without forcing the change to more extensive and expensive solutions.

Joanie Mann

Joanie Mann

Focus is on Digital business transformation for small/medium businesses. As the principal consultant for Cooper Mann Company and Noobeh's Director of Cloud Services, Joanie Mann provides support and guidance for businesses seeking to implement cloud solutions and hosted services in their IT environments and consults with solution providers to develop or expand application hosting and application delivery service offerings. Joanie is the Director of Delivery for Noobeh Cloud Services (a division of Mendelson Consulting), and is on the board of advisors of ACE Cloud Hosting & MyRealData.com

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