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Frequently Asked Questions

Although there is no Intuit supported way to have QuickBooks Enterprise on a Mac, there are a couple workarounds that can have you up and running with Enterprise on your Mac in no time.

Using BootCamp With Enterprise

Boot Camp is already installed in your Mac system and will allow you to install Windows onto the hard drive. This is probably the most simple and cost effective way to have you Mac work as a "Windows PC" so that you can successfully install your Enterprise Software. The only downside to this is that you can't network multiple computers together if you have more than one user and you have to restart your computer each time that you want to switch your operating system.

Using Virtual Machines For QuickBooks Enterprise

A virtual machine allows you to run a second operating system on you Mac computer. In this case, the second operating system would be Windows. The most well-known system for doing this are VMware, although there are a couple others such as Parallels, and Fusion that will allow you to accomplish the same goal.

QuickBooks Enterprise Cloud Hosting

Cloud hosting is becoming more and more popular and is a simple and easy way to solve the issues of having to set up a network or running QuickBooks Enterprise on a Mac operating system. This difference with cloud hosting is that instead of running the QuickBooks on your computer, you will have a cloud hosting company load Enterprise on their servers and then you will access it through the internet on your computer. The benefit to this is your QuickBooks Enterprise can be run on ANY computer that has internet access and the hosting company handles all the setup, support, and technical maintenance for you. When you log in the way that you would to any other online account and the QuickBooks will look just the way that it would if it were loaded on your computer. If you are interested in this option, click here to learn more about cloud hosting options for QuickBooks Enterprise.
Yes, there are 4 types of Point of Sale systems by QuickBooks. QuickBooks Point of Sale Basic, Point of Sale Pro and Point of Sale Multi-Store. POS Multi-Store provides all the features offered with the Pro version gives you the ability manage inventory and reporting across multiple stores. The newest version is the QuickBooks Online Point of Sale which is cloud based and works with iPad tablets vs. a Windows based desktop computer.
Yes, Priority Circle premium support is included with QuickBooks Online Advanced at no charge.  With it, you get access to dedicated specialists who understand your business goals and can connect you to the right resources and you can call, email, or schedule an appointment whenever you need advice.  You also get access to premium support 24/7 and get a direct line to a top-level product specialist who can help keep you up to speed.  You can even start a chat with an agent from right within QuickBooks Online. If you have questions on support or anything else related to QuickBooks Online Advanced, just give our experts a call at 866-949-7267 and we can help.  If you would like to try QuickBooks Online Advanced free for 30 days, just click the free trial link below, and we will send you a full-access copy so that you can test drive it for yourself.
Yes.  QuickBooks Online Advanced comes with free on-demand, online training—valued at $3,000—so you and your team can take advantage of new features.  Because the training is modular, you can pick the training modules that you want to learn about, start and stop training when it’s convenient, and watch as often as you like to make sure you get the most out of QuickBooks Online Advanced features and capabilities. If you have any additional questions about QuickBooks or how to get access to training for QuickBooks Online Advanced, give our experts a call at 866-949-7267 and we can help get you the answers.  If you would like to try QuickBooks Online Advanced free for 30 days, just click the free trial link below and we will send you to full-access copy so that you can test drive it for yourself.
Although QuickBooks Online Advanced has the ability to track inventory it is not the same as Advanced Inventory found in QuickBooks Enterprise.  QuickBooks Enterprise allows for features like barcode scanning and assemblies and to do the same in Online Advanced you would need to add apps to get the equivalent functionality. If you are looking for inventory tracking that includes functionality like barcode scanning, tracking by lot, bin and serial number, landed cost, FIFO, assemblies, or pricing rule automation, you would want to take a look at QuickBooks Enterprise Platinum or QuickBooks Enterprise Diamond edition as they come standard with those features.  If you need something with remote access, you can always get the Cloud Hosted version of  Enterprise so that you have the ability to access your data anytime and on any platform. If you have questions on inventory or anything related to QuickBooks Online, just give our experts a call at 866-949-7267 and we can help.  If you would like to try QuickBooks Online free for 30 days, just click the free trial link below and we will send you to full-access copy so that you can test drive it for yourself.
Yes.  With QuickBooks Online Advanced, you can use workflows to automate common tasks in QuickBooks, like sending payment reminders, or new invoices to customers. You can also send reminders to your team to complete specific tasks, like reviewing open invoices.  You set the conditions to tell QuickBooks when to send reminders and to whom. Whenever the conditions are met, QuickBooks Online will send out a reminder.  Here is how to set up a workflow from a template:

To create workflows from QuickBooks templates:

  1. Select the Workflows menu. Or select Settings ⚙ and then Manage Workflows.
  2. Select the Templates tab.
  3. Find the template you want to use, and select Create.
  4. Give the workflow a name, or use the default name.
  5. In the Conditions section, select the conditions. This determines what activates reminders. Note: You can set multiple conditions for some workflows. To add more, select Add Condition. All conditions need to be met to start the workflow.
  6. In the Actions section, select the actions QuickBooks will take when the conditions are met. This determines what happens after the template activates.
  7. Select the Send email checkbox to send the reminders as emails. On some workflows, you can also select the Send Mobile Notification checkbox to send a push notification to a user through the QuickBooks Online Mobile App.
  8. Edit the message in the Subject and Message body sections as needed.
  9. The highlighted fields are variables. The variables populate the reminder message with your company or customer info. To change the variable, enter #, then select the variable you want to use like vendor, name, due date, or amount. Note: Erasing or overwriting the highlighted fields will affect all reminders.
  10. When you're done, select Save and Enable to turn on your workflow.

Create a custom workflow from scratch:

  1. Select the Workflows menu. Or select Settings ⚙ and then Manage Workflows.
  2. Select the Templates tab.
  3. Select +Custom workflow to create a new template.
  4. In the Workflow name field, enter a name for the template.
  5. In the ▼ dropdown for Choose a source, select the template type: invoice, bill, or estimate.
  6. In the When this happens section, use the ▼ dropdowns to select the conditions. Select +Add another condition to create more conditions.
  7. In the Do this in QuickBooks section, select the actions QuickBooks will take when the conditions are met. This determines what happens after the template activates.
  8. In the How would you like this action to happen?, select the checkboxes to tell QuickBooks how to send the reminder. Then select the corresponding ▼ dropdown for options on assigning the reminder. The options that display depend on the type of reminder you select. Note: The highlighted fields in the template are variables. The variables populate the reminder message with your company or customer info. To change the variable, enter #, then select the variable you want to use like customer name, company name, or amount.
    • Create a reminder in Tasks: This creates a new task in the Tasks menu. You can choose who you want to assign the task to and the name of the task. You can also choose to close the task manually or have QuickBooks close the task for you when the action is taken, like when your invoice or bill is paid.
    • Send a customer email: This sends an email directly to your customer and any email address you add with the CC (carbon copy) or BCC (blind carbon copy) option. You can also customize the subject and email message of the template.
    • Send a company email: You can choose to send an email to someone within the company. Define the subject and body or use the defaults.
    • Send a push notification: This sends a push notification to a user through the QuickBooks Online mobile app.
  9. When you're done, select Save and enable to turn on your workflow.

Manage and modify your workflows:

Here’s how to make sure your workflows are running the way you want them to.

  1. Select the Workflows menu.
  2. Select the History tab.
  3. Review your completed workflows.

If you want to edit, turn off, or delete a workflow:

  1. Select the Workflows menu.
  2. Select the My Workflows tab.
  3. Select the Actions ▼ dropdown. Then select an option.
If you have questions or need help with setting up or working with workflows in QuickBooks Online Advanced, just give our experts a call at 866-949-7267.  If you are not using QuickBooks Online and would like to try it for free, click on the link below for a free 30-day trial.
QuickBooks Online Advanced does not include payroll in the subscription but you can easily add it to the software.  The most popular version of payroll is QuickBooks Payroll Elite because it includes automated payroll backed by a guarantee from Intuit that your payroll will be penalty-free, QuickBooks Time Elite, and HR expert support through Mineral Inc.  You also get access to chat with payroll experts 24/7 and free onboarding and payroll setup.   If you have questions on adding payroll or anything related to QuickBooks Online, just give our experts a call at 866-949-7267 and we can help.  If you would like to try QuickBooks Online free for 30 days, just click the free trial link below and we will send you to full-access copy so that you can test drive it for yourself.
Yes.  Basic time tracking is a built-in feature that is available in QuickBooks Online Advanced. You can use this feature to track and bill customers for the number of hours consumed in a project or activity. All you have to do is enable this feature from the settings.  Here are the instructions below:
  1. Go to Gear at the top, then select Account and Settings.
  2. Choose Advanced.
  3. Tap the pencil to the right of Time tracking. Then, turn on Make Single-Time Activity Billable to Customers and Add Service field to timesheets. When either of these is checked, employees and contractors who fill out timesheets can specify if activities should be billed to a customer.
  4. Click Save and then Done. See attached image below.
If you are looking for more robust time tracking, you can use QuickBooks Time which we can easily add to an existing subscription or bundle with a new Online Advanced subscription.  If you would like to see more details on how QuickBooks Time works, click here and it will take you to the features page and give you the ability to get a free demo of the product.  If you have any questions, you can speak with one of our experts by calling 866-949-7267. If you would like to try QuickBooks Online free for 30 days, just click the free trial link below and we will send you to full-access copy so that you can test drive it for yourself.
Yes, QuickBooks Online Payroll Core provides employees with self-service capabilities, allowing them to access their pay stubs, W-2 forms, and update their personal information.