Expected next investor conference call information:
Conference Call Date: 11/19/2009
Conference Call Time (ET): 4:30 PM
Conference Call URL: http://investors.intuit.com/eventdetail.cfm?eventid=74376

Expected next investor conference call information:
Conference Call Date: 11/19/2009
Conference Call Time (ET): 4:30 PM
Conference Call URL: http://investors.intuit.com/eventdetail.cfm?eventid=74376

Customer Manager for Mobile provides access to important details for business owners and employees while outside the office. They can search for contact information, see past due balances, add and view notes, or see a map of a customer's address. The service is designed to work on popular smartphones. It currently supports BlackBerry(R) Curvetm 8520, 8300 and 8800 series, and Intuit is actively working with other smartphone manufacturers to roll out on additional devices.

"Small businesses rely on the strength of their relationships with customers to grow. This is especially important in today's economy, as all businesses look for ways to both keep their current customers happy and acquire new ones," said Angus Thomson, vice president and general manager of Intuit's Grow Your Business division. "Until now, there has not been a solution in the market that truly meets small businesses' needs. Customer Manager fills this gap. We designed it to work how small businesses really work -- to make it easy for them to provide great service, keep growing and be as successful as possible."

Get Organized and Save Time

Small businesses tend to keep customer information in multiple locations, according to recent Intuit research. These can range from a notepad or wall calendar to an Excel spreadsheet or e-mail contact list -- often limiting access to one person at a time.

Customer Manager provides several features to help small businesses save time by organizing their customer information all in one place. Its top features include:

-- Access to Customer Data Anytime, Anywhere: Provides access to up-to-date information online or on-the-go.

-- QuickBooks Sync: Automatically syncs with QuickBooks 2009 or 2010 financial data, allowing the customer contact database to remain up-to-date and in one place. It also updates with the most important financial information like current and overdue balances. This lets small businesses know if a customer is in good standing or has a payment due, so they can easily mention it during a conversation or when sending an e-mail.

-- Customer View: Consolidates all contact information, key financial data from QuickBooks, pending tasks, scheduled appointments and critical notes about customers in one place, making organization a snap.

-- Contact Import: Quickly imports existing contact data into Customer Manager from popular applications like Outlook.

"When a customer calls us for information it doesn't matter where I am located. I can immediately pull up their information and leave notes for tracking purposes," said Joy Allgood, sales and marketing representative of Dental South Inc. in Gainesville, Ga. "Being able to have instant access to important information, such as item numbers and POs, means we don't have to dig through files and it saves us a lot of time and money."

Improve Collaboration and Be More Productive

Today's small business owners and employees also tend to wear several hats, bringing many of them in contact with customers. Customer Manager helps small businesses be more productive by providing several collaboration tools so after communicating with a customer, the same information will be ready and available for the next employee to provide a seamless experience. These include:

-- Shared Calendar and Tasks: Tracks customer appointments, office schedules, team meetings, work due dates and team responsibilities accessible from any location.

-- Custom Fields: Enables users to tailor Customer Manager to meet their unique business needs. Organizes customer information with customizable fields--like "referred by," "preferred payment method" or "warranty expiration dates."

-- Groups: Sorts and displays groups of customers with common traits such as "prospective customers," "date of last purchase," "account status" or "upcoming birthdays."

Pricing and Availability

Small businesses can sign up for a free 30 day trial of Customer Manager at www.customermanager.com. Following the free trial, the service is $9.95 a month with access for up to five users. This includes support for unlimited contacts, mobile access and all other features.

Resources:

-- Intuit Press Room

-- Intuit on Twitter

-- Small Business United Blog

About Intuit Inc.

Intuit Inc. is a leading provider of business and financial management solutions for small and mid-sized businesses; financial institutions, including banks and credit unions; consumers and accounting professionals. Its flagship products and services, including QuickBooks(R), Quicken(R) and TurboTax(R), simplify small business management and payroll processing, personal finance, and tax preparation and filing. ProSeries(R) and Lacerte(R) are Intuit's leading tax preparation offerings for professional accountants. The company's financial institutions division, anchored by Digital Insight, provides on-demand banking services to help banks and credit unions serve businesses and consumers with innovative solutions.

Founded in 1983, Intuit had annual revenue of $3.2 billion in its fiscal year 2009. The company has approximately 7,800 employees with major offices in the United States, Canada, the United Kingdom, India and other locations. More information can be found at www.intuit.com.

Intuit, the Intuit logo and QuickBooks, among others, are registered trademarks and/or registered service marks of Intuit Inc. in the United States and other countries.

SOURCE: Intuit Inc.

Intuit Inc. 
Rachel Euretig, 650-944-5407 
Rachel_euretig@intuit.com 
or 
Access Communications 
Jen Garcia, 415-844-6244 
jgarcia@accesspr.com

The survey also shed light on the anxiety facing Ohio residents from Aberdeen to Zoarville trying to get a handle on their healthcare finances. Forty-three percent felt that healthcare costs had drastically increased in the past year, and nearly 70 percent expressed concern about their ability to manage medical bills for themselves and their families. As a result, three-quarters of respondents routinely put off opening their medical mail, which includes bills and explanation of benefits statements.

"Our findings in Ohio are a prime example of how medical bills stand apart in the family budget," said Peter Karpas, president and division general manager of Quicken Health Group. "No other payment seems to cause so much concern and angst. And because medical bill amounts can be significant and often arrive when people are stressed, this is the one bill that must be clear, understandable and easy to pay."

These challenges are driving development in consumer-oriented medical management tools, including two online tools from Intuit: Quicken Health Expense Tracker(SM), which helps patients understand what they owe and why. It also provides guidance on what to do if something is wrong, and helps consumers conveniently pay online. A second tool, Quicken Health(SM) Bill Pay, makes it easy for doctors to provide their patients with a more understandable medical bill that can be conveniently paid electronically -- resulting in less confusion and faster payments. More than two-thirds of survey respondents said they would use a product that would help them understand their medical bill and the amount they're being asked to pay.

"There's a connection between the unfamiliar language, on one hand, and delinquent bills on the other, Karpas said.

"Additional research has shown that 40 percent of patients don't pay their medical bills, simply because they either don't understand what they're being asked to pay for or don't believe they are responsible for the amount due. As many as half of those bills are written off as unpaid debt and that can drive up healthcare costs for everyone," he added.

The Ohio study also found that people don't use technology to pay medical bills as frequently as they do to pay other debts. While Americans routinely pay many bills electronically, 68 percent of Ohio respondents still pay their medical bills by paper check--a source of higher processing costs for a sector that is trying to keep costs down.

Quicken Health's Ohio Healthcare survey was conducted from Sept. 22 -- 29 by Decipher Research on behalf of Intuit's Quicken Health Group. It surveyed 1,000 adult Ohio residents who had visited a medical doctor in the past 24 months.

Additional Resources

-- More Ohio survey findings can be found at www.quickenhealthohiosurvey.com

-- For information on Quicken Health Expense Tracker, go to www.QuickenHealth.com

-- Providers interested in learning more about getting paid faster should go to www.intuitpatientpayments.com

-- Click here for the Quicken Health Group online press room.

-- Follow the Quicken Health Group on Twitter at www.twitter.com/quickenhealth

About the Quicken Health Group

Utilizing the same consumer focused development process that has created leading solutions for consumers and small businesses like TurboTax(R), QuickBooks(R) and Quicken(R), the Quicken Health Group is a division of Intuit Inc. that is working with health plans, employers and providers to create solutions that make the financial side of healthcare easier.

About Intuit Inc.

Intuit Inc. is a leading provider of business and financial management solutions for small and mid-sized businesses; financial institutions, including banks and credit unions; consumers and accounting professionals. Its flagship products and services, including QuickBooks(R), Quicken(R) and TurboTax(R), simplify small business management and payroll processing, personal finance, and tax preparation and filing. ProSeries(R) and Lacerte(R) are Intuit's leading tax preparation offerings for professional accountants. The company's financial institutions division, anchored by Digital Insight, provides on-demand banking services to help banks and credit unions serve businesses and consumers with innovative solutions.

Founded in 1983, Intuit had annual revenue of $3.2 billion in its fiscal year 2009. The company has approximately 7,800 employees with major offices in the United States, Canada, the United Kingdom, India and other locations. More information can be found at www.intuit.com.

Intuit, the Intuit logo, Quicken Health Expense Tracker, Quicken Health Bill Pay, and Quicken among others, are registered trademarks and/or registered service marks of Intuit Inc. in the United States and other countries. Other parties' trademarks or service marks are the property of their respective owners and should be treated as such.

SOURCE: Intuit Inc.

Intuit Quicken Health 
Chris Repetto, 650-944-2641 
Chris_Repetto@intuit.com 
or 
Access Communications 
Beth Gardiner, 917-522-3522 
bgardiner@accesspr.com