Does Quickbooks Online Advanced have Advanced Inventory?

Pete Real2023-01-03T01:20:33-08:00Although 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.

Does Quickbooks Online Advanced include automated workflows?

Pete Real2023-01-03T01:20:34-08:00Yes.  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.

Does Quickbooks Online Advanced include payroll?

Pete Real2023-01-03T01:20:35-08:00QuickBooks 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.

Does Quickbooks Online Advanced include time tracking?

Pete Real2023-01-03T01:20:35-08:00Yes.  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.