Resources

Intuit Enterprise Suite Guides

Step-by-step answers to the Intuit Enterprise Suite questions manufacturers and distributors ask most. Each guide answers in its first lines, is checked against Intuit's help articles for IES, and says where IES leaves the work to you. Intuit publishes no IES plans or prices, so each guide says what it applies to instead, such as all subscriptions, multi-entity companies or a beta.

Getting started & moving to IES

What IES is, moving from QuickBooks Desktop, what's new, users and roles.

What Is Intuit Enterprise Suite (IES), and How Is It Different From QuickBooks Online?

Intuit Enterprise Suite (IES) is Intuit's cloud ERP for growing businesses. Here's what it includes, and how it differs from QuickBooks Online Advanced and QuickBooks Desktop Enterprise.

Intuit Enterprise Suite (all subscriptions)·Updated October 30, 2026

How to Move a QuickBooks Desktop File to Intuit Enterprise Suite

Start Intuit's data-prep tool inside QuickBooks Desktop, map each company file to an Intuit Enterprise Suite entity, clear the cleanup checklist, and send the file to Intuit.

Intuit Enterprise Suite (all subscriptions)·Updated October 30, 2026

What's New in Intuit Enterprise Suite for Manufacturers and Distributors (Fall 2026), and How to Get Early Access

Intuit's Fall 2026 release brings inventory to Intuit Enterprise Suite. Here's what's new, which features have an Intuit help article yet, and how an admin joins the Early Access Program.

Intuit Enterprise Suite (early access)·Updated October 30, 2026

How to Set Up Users, Roles and Permissions in Intuit Enterprise Suite, Including Warehouse Roles

Add users, assign standard or custom roles, give one user access to several entities, and invite warehouse workers with the Warehouse Worker role in Intuit Enterprise Suite.

Intuit Enterprise Suite (all subscriptions)·Updated October 30, 2026

Inventory & fulfillment

Pick, pack and ship, units of measure and costing methods.

How to Pick, Pack and Ship Orders in Intuit Enterprise Suite

Create a fulfillment order from an Intuit Enterprise Suite sales order, let workers pick and scan barcodes in a browser, then pack, print packing slips and mark packages shipped.

Intuit Enterprise Suite (US only)·Updated October 30, 2026

How to Set Up Units of Measure in Intuit Enterprise Suite

Turn on units of measure in Intuit Enterprise Suite, build unit groups around a base unit, and set preferred sales and purchase units so you can buy by the case and sell by each.

Intuit Enterprise Suite (all subscriptions)·Updated October 30, 2026

FIFO or Moving Average: Which Inventory Costing Method to Choose in Intuit Enterprise Suite

Intuit Enterprise Suite offers FIFO and moving average costing. The choice is permanent, and it defaults to FIFO if you add an inventory item first. Here's how each one costs a sale.

Intuit Enterprise Suite (all subscriptions)·Updated October 30, 2026

Manufacturing

Manufacturing orders, builds, shortages and multi-level BOMs.

How to Create a Manufacturing Order and Build an Assembly in Intuit Enterprise Suite

Set up an Inventory (assembly) item with a bill of materials, create a manufacturing order in the Inventory app, then use Review build to complete it and post the Build assembly transaction.

Intuit Enterprise Suite (all subscriptions)·Updated October 30, 2026

How to Check Component Shortages Before You Build in Intuit Enterprise Suite

The shortage column on an Intuit Enterprise Suite manufacturing order shows what you're missing, counting other open manufacturing and sales orders. The Shortage report lists missing parts.

Intuit Enterprise Suite (all subscriptions)·Updated October 30, 2026

Does Intuit Enterprise Suite Support Multi-Level Bills of Materials (Subassemblies)?

Intuit's sources disagree. A help article updated 3 August 2026 says multi-level bills of materials with subassemblies aren't supported. The Fall 2026 release notes list them as included.

Intuit Enterprise Suite (all subscriptions)·Updated October 30, 2026

Sales orders

Sales orders, invoices, partial shipments and backorders.

Purchasing & approvals

Item receipts, partial deliveries and approval workflows.

Multi-entity & consolidation

Intercompany sales, allocations, eliminations and a shared chart of accounts.

How to Record Intercompany Sales Between Entities in Intuit Enterprise Suite

In Intuit Enterprise Suite, the selling company's intercompany invoice stays a draft until the buying company accepts the bill IES creates for it. A controller then eliminates it.

Intuit Enterprise Suite (multi-entity companies)·Updated October 30, 2026

How to Allocate Shared Expenses Across Entities in Intuit Enterprise Suite

Map due-to and due-from accounts once, then split an expense, bill, check, vendor credit or bank transaction across companies by percentage or amount in Intuit Enterprise Suite.

Intuit Enterprise Suite (multi-entity companies)·Updated October 30, 2026

How to Eliminate Intercompany Balances and View Consolidated Financial Statements in Intuit Enterprise Suite

Pick elimination accounts, record intercompany journal entries from the parent, and run consolidated P&L, balance sheet, cash flow and aging reports in Intuit Enterprise Suite.

Intuit Enterprise Suite (multi-entity companies)·Updated October 30, 2026

How to Share One Chart of Accounts Across Entities in Intuit Enterprise Suite

From the parent company, the Primary Admin reviews how your accounts were mapped in Intuit Enterprise Suite, approves the mapping, then shares new accounts with the companies you select.

Intuit Enterprise Suite (multi-entity companies)·Updated October 30, 2026

Dimensions, currency & reporting

Dimensions, default dimensions, multi-currency, KPIs and forecasts.

How to Set Up Dimensions in Intuit Enterprise Suite, and How They Differ From Classes and Locations

Intuit Enterprise Suite tracks segments with dimensions. Create them under Settings > Dimensions, nest values up to five levels, share them across entities, tag lines and report by them.

Intuit Enterprise Suite (all subscriptions)·Updated October 30, 2026

How to Assign Default Dimensions Automatically With Dimension Assignment in Intuit Enterprise Suite

Dimension Assignment in Intuit Enterprise Suite suggests default dimension values for products, services and fixed assets. Confirm them, and IES applies them to future transactions.

Intuit Enterprise Suite (all subscriptions)·Updated October 30, 2026

How to Set Up Multi-Currency in Intuit Enterprise Suite (Beta), and What It Doesn't Cover Yet

Multi-currency in Intuit Enterprise Suite is in beta. It can't be turned off, USD is the only functional currency, and inventory, budgets, projects and fixed assets aren't fully supported yet.

Intuit Enterprise Suite (beta)·Updated October 30, 2026

How to Build KPI Scorecards, Dashboards and Forecasts in Intuit Enterprise Suite

Intuit Enterprise Suite has a KPI library of 80+ KPIs, custom formula and CRM KPIs, consolidated dashboards with an AI summary, and a profit and loss forecast it builds for you.

Intuit Enterprise Suite (all subscriptions)·Updated October 30, 2026

Receivables

Bank deposit matching, payment reminders and late fees.

AI + Intuit Enterprise Suite

Intuit's own AI features, Claude and ChatGPT, bill intake and the API.

What AI Features Does Intuit Enterprise Suite Have? (Including Intuit Intelligence)

Intuit Enterprise Suite includes Accounting, Finance, Payments and Project Management AI. Intuit Intelligence is early access for single-entity IES companies. Here's what each one does.

Intuit Enterprise Suite (all subscriptions)·Updated October 30, 2026

Can You Use Claude or ChatGPT With Intuit Enterprise Suite?

Intuit's Claude article names Intuit Enterprise Suite, and the connector works with live IES data in the US. Intuit's ChatGPT article covers QuickBooks Online only and doesn't mention IES.

Intuit Enterprise Suite (US only)·Updated October 30, 2026

How to Email Bills and Receipts to Intuit Enterprise Suite, and What It Reads

Forward vendor bills and receipts to Intuit Enterprise Suite, or upload them. Its AI reads each line item, creates the transaction and suggests a project for you to review.

Intuit Enterprise Suite (all subscriptions)·Updated October 30, 2026

Does Intuit Enterprise Suite Have an API?

Intuit Enterprise Suite apps use the QuickBooks Online, Payments and Workforce APIs. Here's what Intuit's developer docs say about entities, intercompany limits, sandboxes and listing.

Intuit Enterprise Suite (all subscriptions)·Updated October 30, 2026

Comparing IES with QuickBooks Online Advanced, NetSuite or Sage Intacct?

Side-by-side comparisons with sources for every claim.

See comparisons