Intuit Enterprise Suite (IES) is a cloud-based business platform designed for complex, growing companies that have outgrown QuickBooks Online Advanced but are not ready for a full ERP system. It combines the familiar interface of QuickBooks with powerful features for managing multiple entities, advanced project profitability tracking, multi-dimensional reporting (up to 20 dimensions), AI-powered financial forecasting, and granular role-based access controls. The platform is ideal for multi-entity organizations, project-based businesses like construction, and companies seeking a scalable, cloud-based solution with a faster, less complex implementation than traditional ERPs.
..When Your Business Gets Too Complex for QuickBooks Online Advanced
As your business grows, so does its complexity. You’re likely managing multiple corporate entities, grappling with industry-specific needs, and requiring custom insights to stay ahead. If you find yourself constantly switching between multiple QuickBooks accounts, third-party tools, and spreadsheets just to get a clear picture of your finances, you’re not just losing time—you’re losing opportunities. Stitching together data to find insights is time-consuming and painful.
While traditional ERP systems exist, they are often overpowered and overly complex for what many growing businesses actually need. That’s the gap Intuit Enterprise Suite (IES) was designed to fill. It’s for businesses that love the familiar feel of QuickBooks but need more power, more automation, and more control.
What Is Intuit Enterprise Suite?
Intuit Enterprise Suite (IES) is a configurable, cloud-based business solution built for complex companies ready to grow beyond their books. Powered by QuickBooks and Mailchimp, IES extends the functionality you know with sophisticated, enterprise-level features.
It is designed to decrease manual, repetitive tasks by streamlining processes, boosting productivity through automation, and enabling faster decisions with real-time data and visibility across your entire business portfolio.
With IES, you can:
- Manage complex single and multi-entity portfolios from one dashboard.
- Gain custom insights with multi-dimensional reporting.
- Connect project financials directly to profitability.
- Leverage AI-powered forecasts to drive performance.
- Scale safely with granular, role-based permissions and controls.
- Integrate payroll, payments, bill pay, and marketing automation seamlessly.
IES is built for complexity, but without the steep learning curve and excessive costs of a traditional ERP implementation.
Client Perspective: A No-Brainer for Growth
“Intuit Enterprise Suite can handle more consolidations and handle more transactions… to me, it just seems like a no-brainer.”
– Gene Marks, Executive Director of the Redevelopment Authority
Why Upgrade to IES Instead of Switching to an ERP?
For many growing businesses, IES provides the ideal balance of advanced functionality and ease of use. You get the power you need without having to leave the intuitive QuickBooks ecosystem you already know.
| Comparison | Intuit Enterprise Suite | Traditional ERP Systems |
| Setup Time | Faster implementation with guided onboarding from a Customer Success Manager. | Can take many months of complex configuration and data mapping. |
| Learning Curve | Low, with a familiar and intuitive feel for existing QuickBooks users. | High, often requiring extensive, specialized training for teams. |
| Customization | Highly configurable with up to 20 custom dimensions, custom roles, and automated workflows. | Often requires expensive developer resources for customization. |
| Cost | Configurable, contract-based pricing ensures you only pay for what you need. | High licensing and implementation fees, with ongoing maintenance costs. |
With IES and a partner like Out of the Box Technology, your migration, setup, and adoption are streamlined for a seamless transition.
Who Is IES For?
IES is an ideal solution for:
- Multi-entity businesses such as franchisors, holding companies, and real estate portfolios.
- Service and project-based businesses including construction, non-profits, and professional service firms.
- Organizations looking for a powerful,
cloud-based alternative to QuickBooks Desktop.
- Companies that have pushed the limits of QuickBooks Online Advanced and need more sophisticated tools to continue scaling.
Key Features of Intuit Enterprise Suite at a Glance
- Multi-Entity Management Manage your entire portfolio from a single login, supporting up to 100 entities. The platform automates intercompany transaction eliminations and allows for intercompany journal entries. You can generate consolidated financial statements, standardize your Chart of Accounts (COA) across all subsidiaries, and manage user permissions from one central dashboard.
- Example: A holding company with eight subsidiaries can instantly switch between entities from a dropdown menu and run consolidated P&L reports without manual spreadsheet work.
- Multi-Dimensional Reporting Go far beyond basic class tracking. With IES, you can create up to 20 custom dimensions with unlimited values in up to five levels of hierarchy. Tag transactions, including journal entries and invoices, at the line-item level by attributes like location, product line, department, or employee segment. This allows for incredibly granular reporting and analysis.
- Example: A construction firm can analyze profitability not just by project, but by project manager, region, and type of service, all within one report.
- Project Profitability and Job Costing Connect every project directly to your bottom line. IES provides advanced project management features, including real-time profitability tracking. You can create project workflows, manage change orders with approval workflows, and get AI-generated insights that flag off-target projects with recommended actions. Access key reports like cost to complete, budget vs. actuals, and work-in-progress.
- Example: An engineering firm can use the dedicated project manager role to monitor project status by owner and use real-time job costing data to ensure every project stays on budget and profitable.
- AI-Powered Forecasting & Scenario Planning Build robust budgets and predict future performance with powerful AI tools. IES analyzes up to five years of your past financial data to generate forecasts two years into the future. You can partition budgets by your custom dimensions, track cash flow from bank accounts, and use built-in task lists and approval workflows to improve collaboration across departments during financial planning.
- Example: A national franchise can create budgets for each location (dimension) and use AI-generated forecasts to analyze future revenue trends, supporting smarter strategic decisions.
- Role-Based Access Control (RBAC) As your team grows, you need to scale access safely. IES enhances security with both predefined and custom user roles. You can assign new, specific roles like “Project Manager” or “Bookkeeper,” create custom permissions for specific transaction types, and manage access across all entities from a single, centralized location.
- Example: Give your new controller read-only access to financials for all 15 entities, while restricting a regional manager to only approving expenses for their three specific locations.
What You Get with Out of the Box Technology as Your Partner
As an Intuit partner, OOTB provides the expert guidance needed for a successful transition to IES. We offer:
- Expert Consultation & Data Migration: We help determine the right IES configuration for your business and manage your data migration. Migration from QuickBooks Desktop or Enterprise is available, often at no additional cost with a required consultation.
- Full Implementation & Training: We handle your complete setup, including entity and dimension configuration, user roles, and custom report templates. We also provide self-paced training and professional services to get your team up to speed quickly.
- Ongoing Expert Support: Your journey doesn’t end at implementation. You gain access to a dedicated Customer Success Manager and a team of experts to ensure your continued success.
Frequently Asked Questions
- What makes IES different from QuickBooks Online Advanced? IES was built for businesses whose complexity has surpassed QBO Advanced. It adds true multi-entity management with intercompany eliminations, reporting with up to 20 dimensions (vs. one in QBO), advanced project management with change orders and dedicated project manager roles, and AI-powered financial forecasting based on 5 years of history.
- Can I migrate from QuickBooks Desktop to IES? Yes. IES is a great cloud-based alternative for QuickBooks Desktop users. OOTB offers expert consultation and managed data migration for eligible QuickBooks Desktop and Enterprise customers.
- What does implementation look like? Implementation is a hands-on, guided process. You’ll work with a dedicated Customer Success Manager who serves as your primary point of contact to ensure you’re set up for success. We also provide self-paced training and professional consulting services to configure the platform for your unique needs and train your team.
Final Thoughts: Is It Time for an Upgrade?
If you’re wrestling with multiple QuickBooks files, relying on manual spreadsheets for consolidated reports, or feel limited by your current software, Intuit Enterprise Suite is the logical next step. It offers the enterprise-level power you need without the pain of a traditional ERP.
With Out of the Box Technology, you’ll have a trusted guide for every step of the journey—from scoping to setup to long-term success.
Ready to see how Intuit Enterprise Suite can streamline your business?
Contact us now for a free consult and demo tailored to your goals.
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