Intuit Enterprise Suite Contact

	Intuit Enterprise Suite Platform	Diamond Enterprise Desktop Portfolio Diamond + Assisted Payroll + Time Elite	Platinum Enterprise Desktop Portfolio Platinum + Enhanced Payroll	QuickBooks Desktop Portfolio Premier + Enhanced Payroll
Entities and Users
Entities Included	1 (then pay per entity up to 100)	3 (with Time & Payroll) 99 (without Time & Payroll)	3 (with Time & Payroll) 99 (without Time & Payroll)	3 (with Time & Payroll) 99 (without Time & Payroll)
Users Included	1 admin user and 5 standard users* 3 accountant seats Unlimited report users *Pay per user for additional admin and standard users up to 500	➖ Pay per user (max 40)	➖ Pay per user (max 40)	➖ Pay per user (max 40)

Financial Management
Advanced Accounting Fixed asset, revenue recognition, reclassify transactions	✓ + revenue recognition by milestone	Limited No revenue recognition	Limited No revenue recognition	Limited No revenue recognition No fixed assets
Multi-Entity Management Intercompany transactions, parent/child hierarchy, standardized COA, multi-entity user management	✓	Limited No standardized COA or multi-entity user management	Limited No standardized COA or multi-entity user management or hierarchy	➖
Multi-Entity Reporting Consolidated reporting, intercompany eliminations	✓	✓	➖	➖

Cash Flow Management
Accept Payments Process credit card and ACH payments	✓	✓* w/QB Payments	✓* w/QB Payments	✓* w/QB Payments
Pay Bills Send bill payments w/ACH or check	✓*	✓* w/Bill Pay powered by Melio	✓* w/Bill Pay powered by Melio	✓* w/Bill Pay powered by Melio
Sales Workflow Automation Create rules for sales forms that trigger an approval, email, task, or reminder	✓	➖	➖	➖
Expense Workflow Automation Create rules for expense forms that trigger an approval, email, task, or reminder	✓	Limited PO and Bills only	Limited PO and Bills only	➖

Business Insights + Reporting
Financial Planning Budgets, forecast, cash flow projector, scenario planning	✓	✓	Limited No cash flow projections or scenario planning	Limited No cash flow projections or scenario planning
Multi-Dimensional Reporting Create and track key metrics to compare revenue streams	Up to 20 dimensions	1 dimension	1 dimension	1 dimension
Data Analytics with Smart Recommendations	✓	➖	➖	➖
Budget + Forecast Workflow Automation	✓	➖	➖	➖

Manage Your Team
HR & Employee Management Onboard, store/share documents w/HR support	✓ Customer can opt in	✓	➖	➖
Time Tracking Schedule shifts and clock in and out	✓ Customer can opt in	✓	➖	➖
Payroll & Taxes Paycheck creation, direct deposit, quarterly/yearly filings	✓ Customer can opt in	✓	✓ * w/Enhanced Payroll, Manual Tax Filings	✓ * w/Enhanced Payroll, Manual Tax Filings
Benefits Management Health insurance, retirement, worker’s comp	✓ Customer can opt in	Limited 401k w/Guideline	Limited 401k w/Guideline	Limited 401k w/Guideline

Manage Your Projects
Project Execution Track project progress and actual income/expenses + project manager role	✓	Limited No project manager role	Limited No project manager role	Limited No project manager role
Projects Workflow Automation Create rules for projects that trigger an approval, email, task, or reminder	✓	➖	➖	➖
Project Data Analytics with Smart Recommendations AI-powered insights, predictions, and recommendations	✓	➖	➖	➖

“Aprio" is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC (and its subsidiaries), provide professional services. LLP and Advisory (and its subsidiaries) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. LLP is a licensed independent CPA firm that provides attest services, and Advisory and its subsidiaries provide tax and business consulting services. Advisory and its subsidiaries are not licensed CPA firms.

Investment advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

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