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Frequently Asked Questions

Yes, it integrates with various third-party applications, including CRM systems like Salesforce and e-commerce platforms, to enhance overall business processes.
Yes, it integrates with over 200 third-party applications, including CRM systems like Salesforce and other tools, enhancing its functionality and streamlining business processes​.  For more information on productivity apps for the service industry, contact us at 866-949-7267.
Yes, it integrates with several e-commerce platforms including Amazon, Shopify, WooCommerce and more. This integration helps synchronize online sales and inventory data, reducing manual entry and errors, while providing a comprehensive view of profitability​.  To learn more about all the productivity apps that integrate with QuickBooks Enterprise Retail, contact our experts at 866-949-7267 and we can help you with deciding the best ones for your business.
Yes, it includes Advanced Pricing features that allow retailers to set and automate pricing rules, manage discounts, and create promotions. This helps maintain consistent pricing strategies across different sales channels​.
es, QuickBooks Enterprise Silver Edition supports up to 30 simultaneous users and up to 40 with Enterprise Diamond making it suitable for businesses with multiple employees needing access to the system​.
Yes, it integrates with various third-party applications, including CRM systems and e-commerce platforms, to enhance business processes and improve efficiency​.
Yes, it integrates with over 200 third-party applications, including CRM systems, e-commerce platforms, and inventory management tools, enhancing its functionality and streamlining business operations​. For more information or help with choosing the right apps for your business, give one of our experts a call at 866-949-7267.
Yes, QuickBooks hosting supports automated invoicing, allowing you to schedule invoices and send automatic payment reminders.
Yes.  In QuickBooks Online Advanced, you can create budgets based on your accounting data. Once your budgets are in QuickBooks, you can review and adjust them, and run financial reports to compare your actual sales and expenses with your budget. Here's how you create a budget:
  1. Go to Settings ⚙ and select Budgeting.
  2. Select Add budget.
  3. In the Name field, enter a name for the budget.
  4. From the Fiscal Year ▼ dropdown, select the fiscal year you’re creating the budget for.
  5. From the Interval ▼ dropdown, select whether you want the budget to display Monthly, Quarterly, or Yearly.
  6. Select the actual date year from the Pre-fill data ▼ dropdown if you’d like QuickBooks to prefill your budget with actual data from your chart of accounts. Note: if you use the pre-fill data and you change your mind, you’ll have to start over to delete the data. Select the X to close the budget and start over.
  7. Use the Subdivide by ▼ dropdown to subdivide the budget further.
  8. When you’re ready, select Next or Create Budget.
  9. Enter your budget for each account for each month. Use the report you saved in Step 2 if needed.
  10. When you’re satisfied with your budget, select Save or Save and close.
If you have any additional questions on QuickBooks Online, just give one of our experts a call at 866-949-7267 and we can help you get answers.  If you are not yet using QuickBooks Online and would like to give it a try, click on the link below and get a free 30-day trial so you can see how it works firsthand.
Yes.  If you create estimates, bids, quotes, or proposals for prospective customers before you start a job then you can create all those in QuickBooks Online Advanced, email them to customers, and then convert them into invoices after you complete the work.

Here’s how to create and customize a new estimate:

  1. Select + New, then select Estimate.
  2. Select + Add customer. Then select a customer from the ▼ dropdown. Or, to add a new customer, select +Add new, enter the customer info and select Save and close.
  3. Select the ▼ dropdown in the Product or service field and add the products or services to the estimate. Or, to add a new product or service, select + Add new, enter the info for your product or service, and select Save.
  4. If you saved a rate for your product or service, it automatically displays in the Amount column. Add or adjust the quantity or amount as needed.
  5. The default status of a new estimate is “Pending”. If you need to edit the status, select the Pending ▼ dropdown and choose a different status.
  6. To customize the estimate, select Estimate settings in the side panel and select the ▼ dropdown by each section to expand the details. Then, choose what info displays on your form by turning the switches on or off in each section. As you make changes, a preview displays on the form.
  7. When you're ready, select Save.
  8. To email the estimate to your customer, select Review and send. Then edit the email message, if necessary, and select Send estimate.
If you have questions about working with estimates or anything else with QuickBooks Online Advanced, just give one of our experts a call at 866-949-7267.  If you are not currently using QuickBooks Online and would like to take it for a test drive, just click the link below to set up a free 30-day trial.