In QuickBooks Online Advanced, you can have unlimited classes and locations.

Have more questions or need help?  Just 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.

Depending on what type of business you run, there can be lots of advantages to QuickBooks Online Advanced over desktop and even over the other versions of QuickBooks Online.  One of the main reasons that people are attracted to QuickBooks Online is that it gives them the ability to work remotely without the need for separate cloud hosting.  If you are looking for an accounting solution that is simple, streamlined, and has a lot of connectivity with productivity apps and eCommerce marketplaces, Online Advanced is a great place to start.

We wrote an article that compares Online Advanced to QuickBooks Desktop as well as talks about all the key features that are a part of the Advanced platform.  If you would like to see the article, click here.  If you have additional questions on features and functionality, call us at 866-949-7627 and we discuss what you are looking to do to make sure QuickBooks Online is a good fit for your business.  Additionally, you can get free 30-day access to take Advanced for a spin by clicking the link below.

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.  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.

In QuickBooks Online Advanced, you have the tools to run all parts of the sales cycle, including purchasing. You can create and email purchase orders (PO) directly to vendors when you’re ready to buy more products. Purchase orders tell vendors your intent to make a purchase.  Here are some of the key features:

1. Easily create purchase orders, complete with custom PO numbers, with QuickBooks. Add your company logo, colors, address, and other custom fields. If you frequently work with a particular vendor and make recurring purchases, you can set it up one time as a recurring purchase and forget it!
2. Once an order is complete, QuickBooks automatically copies the items, quantities, and rates from your purchase order and turns it into a bill.
3. By using the Vendor Dashboard in QuickBooks Online, you can see your vendor’s details including unbilled POs, open bills, overdue bills, and bills that have been paid.

Here is how to turn on and create a purchase order in QuickBooks Online:

1. Go to the Gear icon.
2. Select Account and settings.
3. Select the Expenses tab.
4. In the Purchase orders section, Click the Edit icon.
5. Turn on the Use purchase orders option.
6. Click Save and then Done.

After that, follow these steps to create and send a purchase order to your vendors:

1. Click the + New button, then select Purchase order.
2. Set the appropriate vendor, then review the mailing address.
3. If you are shipping the products directly to a customer, select Ship to the drop-down menu and then Ship via. Check the Shipping address to make sure it’s correct.
4. Enter the purchase order date.
5. In the Item details section, enter the products you want to purchase.
6. When you’re done, select Save or Save and send.

If you have questions on purchase order functionality or anything else in QuickBooks online, call our experts at 866-949-7267 and we would be happy to help.  If you are not currently using QuickBooks Online, click the free trial link below and get a 30-day no-obligation test drive of QuickBooks Online Advanced so you can see how it can work for you before you buy.

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.

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.  QuickBooks Online Advanced lets you create and send both single invoices as well as multiple invoices at the same time. You also have the ability to send the same invoice to multiple customers all in one go.  Below are the steps to create a single invoice and multiple invoices at the same time:

Create an invoice in QuickBooks Online Advanced:

1. Select + New.
2. Select Invoice.
3. Select Add customer and choose a customer from the ▼ dropdown. Make sure all of their info is correct, especially their email address.
4. Review the Invoice date, Due date, and Terms. Enter new dates or terms, if you need to. Tip: In the Terms field, Net refers to the number of days until the payment is due.
5. Select Add product or service and select a product or service from the ▼ dropdown.
6. Select how you want to calculate the charge amount—flat rate, by hour, or by item. Enter a quantity and rate, if needed.
7. To customize the info or design of your invoices, select ⚙ Manage. Then select the options from the side panel. QuickBooks remembers your choices and applies them to all existing and future invoices.
8. When you’re done, there are several options for saving or sharing the invoice:
   • If you’re ready to send the invoice, select Review and send to email the invoice to your customer. Adjust the email if needed, then select Send invoice.
   • To send the invoice later, select Save and close.
   • To print a paper invoice, select Print and download.
   • If you’ve received a payment from the customer, select Receive Payment.
   • To send your customer a link to their invoice through text message, select Share link.

How to create multiple invoices at once:

1. Select + New.
2. Select Batch transactions.
3. In the Select transaction type ▼ dropdown, select Invoices.
4. Select any of the fields on line 1 to start. This is your first invoice.
5. Enter info into the fields. These are the same fields you see on a regular form.
   Tip: In the Product/Service field, select the + to add multiple products and services to that invoice. Or, select More options, then New line item.
6. Select line 2 to add a new invoice. To delete an invoice, select More options, then Delete invoice.
7. Enter as many invoices as you need.

If you have questions on anything in QuickBooks Online Advanced, call one of our experts at 866-949-7267 and we can get you the answers you need.  If you are not currently using QuickBooks Online, you can click on the link below to get a free 30-day trial so you can try it for yourself.

No.  Fathom reporting used to be included in QuickBooks Online Advanced but is no longer.  Here is the statement from Intuit:  As of June 1, 2022, we will no longer be offering Fathom with new purchases of QuickBooks Online Advanced. If you have an existing paid Fathom subscription, or if you had one before transferring it to QuickBooks Online Advanced, your subscription will revert to standard pricing on Aug. 

The new version of reporting was created by Intuit and is pretty robust with features like real-time insights, spending roadmaps, a new revenue streams dashboard, and cash flow reporting along with all the other standard reports that were included before.  In addition, there is now an onboard custom report builder that lets you customize your dashboards and reports so that you have access to the KPIs that are important to you and the ability to sync data directly between QuickBooks Online Advanced and Excel.

If you have questions on anything related to QuickBooks Online, just give our experts a call at 866-949-7267.  If you would like to give Online Advanced a try, click on the free trial link below and get a 30Day test drive for free.

There are many differences between QuickBooks Online Advanced and QuickBooks Enterprise but Online Advanced being the top product in the online category, it is probably the best one to compare to Enterprise and really the only version you should consider if you are thinking about making a switch.  The biggest difference straight out of the gate is that Enterprise is a desktop “on-premise” version of the software while QuickBooks Online is a web-based version of the software.  This means you can access Online from any computer, phone, or tablet vs always having to use a Windows computer to access your data.  Enterprise does have a solution for this by adding cloud-hosted access and for most people that need the features only found in Enterprise, that fills the gap.

Although both have their pros and cons, it really comes down to the type of business you have and the functionality you need.  If you are a service-style business with no heavy demands for inventory tracking or assemblies, QuickBooks Online Advanced will probably suit you just fine, and if you need to add some functionality, there are lots of apps that you can bolt on that will get you where you need.  On the other hand, if you need more specific functionality like barcode scanning, tracking by lot bin or serial numbers, automated pricing rules, or assembly builds, QuickBooks Enterprise would be a better place to start.  If you would like to get more detail on the differences, you can click here for an article that discussed the topic more.

If you have additional questions on QuickBooks Online or QuickBooks Enterprise, just give our experts a call at 866-949-7267 and we can get you the answers that you are looking for and get you a free trial of QuickBooks Enterprise.  If you would like to get a free 30-day trial of QuickBooks Online Advanced, just click on the link below and you can try it in real time for yourself.

There are many differences between QuickBooks Online Advanced and QuickBooks Premier primarily because one is a desktop “windows based” software while QuickBooks Online is a web-based version of the software.  This gives you the ability to access Online from any computer, phone, or tablet vs always having to use a Windows computer to access your data.  Although you can add cloud-hosted access to QuickBooks Premier, it can get expensive really quickly and for the functionality you are getting in Premier, QuickBooks Online would be in many cases, a much better choice.   In addition, with all QuickBooks Desktop versions now being subscription based for the same or maybe just a little more cost, you are going to get much more value in the way of features, reporting, and integration.

Here are some of the key areas where QuickBooks Online Advanced is going to stand out:

1. Web-based so you can access it from anywhere and on any device including Apple/Mac as well as phones and tablets with the free app.
2. Access to up to 25 users and up to 3 remote dedicated accountant logins
3. Manage things like mileage tracking, cash flow, and project profitability
4. Custom access with roles and permissions
5. Automated workflows
6. Manage your bills and vendor payments
7. Batch invoicing and expenses
8. Create and track projects all in one place
9. Track employee time by client and project
10. Track products, cost of goods, see what’s popular, create purchase orders, and manage vendors.
11. Greatly enhanced reporting and KPIs with the ability to create custom fields and the ability to sync data with your Excel spreadsheets
12. Connectivity with online channels and marketplaces like Amazon, Shopify, and eBay
13. 600+ exclusive app integrations that allow you to increase productivity and customize your software
14. Free 24/7 dedicated support and access to Priority Circle online training

With the majority of the focus and growth coming in the online space and the consistent migration away from the older versions of Desktop Pro and Premier, making the move to QuickBooks Enterprise or QuickBooks Online Advanced is, in many cases, a smart choice.

If you have additional questions on QuickBooks Online or want to discuss how to move your data from Premier, just give our experts a call at 866-949-7267 and we can get you the answers that you are looking for.  If you want to move up to desktop Enterprise, we can get you a 30-day free trial of the latest version, and/or if you would like to get a free 30-day trial of QuickBooks Online Advanced, just click on the link below.

There are many differences between QuickBooks Online Advanced and QuickBooks Pro primarily because one is a desktop “windows based” software while QuickBooks Online is a web-based version of the software.  This gives you the ability to access Online from any computer, phone, or tablet vs always having to use a Windows computer to access your data.  Although you can add cloud-hosted access to QuickBooks Pro, it can get expensive really quickly and for the functionality, you are getting in Pro, QuickBooks Online would be in many cases, a much better choice.   In addition, with all QuickBooks Desktop Pro versions now being subscription based for the same or maybe just a little more cost, you are going to get much more value in the way of functionality, reporting, and integration.

Here are some of the key areas where QuickBooks Online Advanced is going to stand out:

1. Web-based so you can access it from anywhere and on any device including Apple/Mac as well as phones and tablets with the free app.
2. Access for up to 25 users and up to 3 remote dedicated accountant logins
3. Manage things like mileage tracking, cash flow, time tracking, and project profitability
4. Custom access with roles and permissions
5. Automated workflows
6. Batch invoicing and expenses
7. Greatly enhanced reporting and KPIs with the ability to create custom fields and the ability to sync data with your Excel spreadsheets
8. Connectivity with online channels and marketplaces like Amazon, Shopify, and eBay
9. Exclusive app integrations that allow you to increase productivity and customize your software
10. Free 24/7 dedicated support and access to Priority Circle online training

With the majority of the focus and growth coming in the online space and the consistent migration away from the older versions of Desktop Pro and Premier, making the move to QuickBooks Enterprise or QuickBooks Online Advanced is, in many cases, a smart choice.

If you have additional questions on QuickBooks Online or want to discuss how to move your data from Pro, just give our experts a call at 866-949-7267 and we can get you the answers that you are looking for.  If you want to move up to desktop Enterprise, we can get you a 30-day free trial of the latest version, and/or if you would like to get a free 30-day trial of QuickBooks Online Advanced, just click on the link below.

There are many differences between QuickBooks Online Advanced and QuickBooks for Mac primarily because one is a desktop “windows based” software while QuickBooks Online is a web-based version of the software.  This gives you the ability to access Online from any computer, phone, or tablet vs always having to use a Windows computer to access your data.  Although you can add cloud-hosted access to QuickBooks for Mac, it can get expensive really quickly and for the functionality, you are getting on Mac, QuickBooks Online is a better choice and is the preferred conversion for most people using Apple/Mac OS.   In addition, with all QuickBooks Desktop Mac versions now being subscription based for the same or maybe just a little more cost, you are going to get much more value in the way of functionality, reporting, and integration.

Here are some of the key areas where QuickBooks Online Advanced is going to stand out:

1. Web-based so you can access it from anywhere and on any device including Windows, Apple/Mac OS as well as phones and tablets with the free app.
2. Access up to 25 users and up to 3 remote dedicated accountant logins
3. Manage things like mileage tracking, cash flow, time tracking, and project profitability
4. Custom access with roles and permissions
5. Automated workflows
6. Batch invoicing and expenses
7. Greatly enhanced reporting and KPIs with the ability to create custom fields and the ability to sync data with your Excel spreadsheets
8. Connectivity with online channels and marketplaces like Amazon, Shopify, and eBay
9. Exclusive app integrations that allow you to increase productivity and customize your software
10. Free 24/7 dedicated support and access to Priority Circle online training

With the majority of the focus and growth coming in the online space and the consistent migration away from the older versions of Desktop Pro, Mac, and  Premier, making the move to QuickBooks Enterprise or QuickBooks Online Advanced is, in many cases, a smart choice.

If you have additional questions on QuickBooks Online or want to discuss how to move your data from Mac, just give our experts a call at 866-949-7267 and we can get you the answers that you are looking for.  If you want to move up to desktop Enterprise, we can get you a 30-day free trial of the latest version, and/or if you would like to get a free 30-day trial of QuickBooks Online Advanced, just click on the link below.

QuickBooks Online Advanced includes all the features of QuickBooks Online Essentials, in addition to more enhanced functionality. As your business grows, you’ll most likely need to upgrade to Advanced. Here are some of the key features in QuickBooks Online Advanced that are limited or not included in Online Essentials:

1. Up to 25 users  (Essentials only allows for 3 users)
2. Ability to track inventory (Not available in Essentials)
3. Ability to track projects (Not available in Essentials)
4. Unlimited classes and accounts (Not available in Essentials)
5. Connect unlimited sales channels (Essentials online includes 3)
6. Ability to enter employee time and billable hours
7. Ability to create custom access by roles so you can manage what others see and do
8. Batch invoicing and expenses
9. Business analytics and automated spreadsheet syncing with Excel
10. Ability to manage employee expenses right in QuickBooks
11. Ability to create up to 10 additional enhanced custom fields to track data in more detail
12. Tracked classes and locations
13. Build custom reports and dashboards that include KPIs., performance metrics, revenue, and cash flow
14. Premium app integrations (LeanLaw, HubSpot, Docusign, Bill.com, Salesforce, Centage, and more)
15. 24/7 phone and chat support with Priority Circle
16. Dedicated account team
17. Free online training courses and webinars
18. Automate key tasks and set up automatic workflows
19. Back up and restore past data
20. Free guided setup from a QuickBooks Live Bookkeeper

Because of the additional features above, QuickBooks Online Advanced has been the more requested and popular version of the two.  If you would like to try 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.  If you have any additional questions about QuickBooks, give our experts a call at 866-949-7267 and we can help get you the answers.

QuickBooks Online Advanced (as well as all versions of QuickBooks Online) can only have one company file per account or company ID.  That means that if you have multiple companies you will need to get a license QuickBooks Online for each one that you want to manage. If you need multiple accounts set up, we offer bulk licensing discounts and can link the different accounts together so you can seamlessly toggle from one company file to the next easily (vs continuously having to log out to move between companies.)

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.  If you have any additional questions about QuickBooks, give our experts a call at 866-949-7267 and we can help get you the answers.

Yes.  QuickBooks Online Advanced allows you to track products, cost of goods, and will even receive notifications when inventory is low.  Additionally, Advanced has built-in reporting so that you can see which products are most popular, create purchase orders, and manage vendors and will even allow you to import from Excel or sync with Amazon, Shopify, Etsy, and more.

If you have questions on inventory or anything 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 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.

No versions of QuickBooks Online including Advanced have barcode scanning natively built into the software.  Fortunately, there are some great apps that will allow you to manage inventory and barcode scan items.  If you would like to find out more about the best ones to use for your situation, give us a call at 866-949-7267 and we can discuss what you are looking to do and the best options for your business.

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 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!  Contractors are one of the main industry types that is a really good fit for using QuickBooks Online Advanced.  Here are some of the key features that are helpful for the contracting industry:

1. Up to 25 users gives your team the access that they need with defined roles and permissions so your data is only viewed by the people that need it.
2. Easily manage job costs with time tracking and project management
3. Remote access allows you and your employees to be in different places and still have access to your data
4. Manage 1099 contractors from within QuickBooks Online
5. Track your expenses into categories so that you can easily track them for tax time
6. Send professional-looking invoices and estimates from anywhere and with integrated payments, customers can click and pay on the spot
7. Insights and KPIs allow you to control costs and see where you are most profitable
8. Track labor costs by project
9. Detailed reporting that allows you to track performance and create projections for the future
10. Addon full-service payroll and QuickBooks Time tracking for a complete end-to-end system

If you have questions on how QuickBooks Online Advanced works for Contractors, 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!  Professional Services is one of the main industry types that is a really good fit for using QuickBooks Online Advanced.  Some of the most common business types are:

• IT providers, MSP’s and computer or software-related companies
• Marketing, sales, and advertising
• Trade and logistics
• Civil Engineering, Architecture, Consulting
• Education 
• Legal and Finance

Here are some of the key features that are helpful for companies in the professional services industry:

1. Up to 25 users gives your team the access that they need with defined roles and permissions so your data is only viewed by the people that need it.
2. Easily manage job costs with time tracking and project management
3. Remote access allows you and your employees to be in different places and still have access to your data
4. Manage 1099 contractors from within QuickBooks Online
5. Track your expenses into categories so that you can easily track them for tax time
6. Send professional-looking invoices and estimates from anywhere and with integrated payments, customers can click and pay on the spot
7. Insights and KPIs allow you to control costs and see where you are most profitable
8. Track labor costs by project
9. Detailed reporting that allows you to track performance and create projections for the future
10. Addon full-service payroll and QuickBooks Time tracking for a complete end-to-end system

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.  If you have any additional questions about QuickBooks and how it can work for your professional service business, give our experts a call at 866-949-7267 and we can help get you the answers.

Yes!  Nonprofits are one of the main industry types that is a really good fit for using QuickBooks Online Advanced.  Some of the most common business types are:

• Churches
• Schools
• Hospitals and clinics
• Public charities
• Professional organizations

Here are some of the key features that are helpful for companies in the Nonprofit industry:

1. Up to 25 users gives your team the access that they need with defined roles and permissions so your data is only viewed by the people that need it.
2. Easily manage job costs with time tracking and project management
3. Remote access allows you and your employees to be in different places and still have access to your data
4. Manage 1099 contractors from within QuickBooks Online
5. Track your expenses into categories so that you can easily track them for tax time
6. Send professional-looking invoices and estimates from anywhere and with integrated payments, donors can click and pay or contribute on the spot
7. Insights and KPIs allow you to control costs and see where you are most profitable
8. Track labor costs by project
9. Detailed reporting that allows you to track performance and create donor and income projections for the future
10. Addon full-service payroll and QuickBooks Time tracking for a complete end-to-end system

If you have any additional questions about QuickBooks and how it can work for your nonprofit business, 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 to full-access copy so that you can test drive it for yourself.

The most popular and best “out of the box” fit for QuickBooks Online Advanced are:

1. Professional services
2. Consulting
3. Legal
4. Nonprofits
5. Construction and subcontractors
6. Trade companies (HVAC, plumbing, repair, electrical)
7. Food and beverage
8. eCommerce, online, and internet

This doesn’t mean that businesses such as manufacturing or companies that have inventory are not a good fit.  They are but we would want to discuss the real needs that they have and possible apps that could be integrated that can add some of the functionality commonly needed for those industries.

If you have questions on anything 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 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.

QuickBooks Online Advanced allows for up to 25 concurrent users in the system at the same time.

If you have questions on 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 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, you can.  When you assign the standard user role, QuickBooks lets you choose the user’s access rights. You can choose to give them all access, limited access, or none. Here are the 4 primary roles in QuickBooks Online Advanced:

1. Primary Admin: The primary admin is the main user who has access to every part of the QuickBooks account. They can manage all users and other admin tasks. By default, the primary admin is the person who initially set up the account.  If you need to assign a new primary admin, you can transfer the role to another user.
2. Company Admin:  A company admin has access to every part of the QuickBooks account. They can do everything the primary admin can do, except edit or remove the primary admin’s access.
3. Custom User:  This user can have specific access to areas in QuickBooks Online. This gives you even more control over what they see or do. For example, you can allow a custom user to see only the Bank Deposit screen.
4. Standard User:  You can set different levels of access for this user. They can work with customers, sales, vendors, and expenses. These users can enter timesheets, add users, update company info, or manage subscriptions.

Here is how you create a new role and assign it to a user:

Add a new role

If you’d like to create a new custom role, you just need to add the role and choose the different areas the role can access.

1. Go to Settings ⚙, then select Manage users.
2. Select the Roles tab, then select Add.
3. Enter a role name and description.
4. Select what the user role can access in QuickBooks, then select Save Role.

Assign a role to a new user

If you have a new user, you’ll need to add them in QuickBooks and assign a role.

1. Go to Settings ⚙, then select Manage users.
2. Select the Users tab, then select Add.
3. Enter the user’s name and email address.
4. From the Assign roles dropdown menu, select the role you want to assign to the user.
5. Review the permissions this role has, then select Send invitation.
6. Enter the custom role name and role description.
7. Select Save Role.

If you have questions on permissions 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 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!  You can manage your employee expenses right in QuickBooks Online Advanced.

• Employees can upload expense receipts directly to QuickBooks, so your records are up to date and complete.   
• Receipt capture allows you to save time tracking and recording your receipts from vendors. You can use the mobile app to upload them to QuickBooks Online from your computer or mobile device, or even from your email account.  Once you do, QuickBooks extracts info from it and creates a transaction for you to review.  From there, you can edit the receipt, add it to an account, or match it to an existing transaction in the Receipts tab.
• Review each employee expense, make adjustments and add them to your books—all within QuickBooks.

If you have questions on expense tracking 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 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 will allow you to create and use projects to track your project’s profitability. You can add project income, expenses, and labor costs, and run project-specific reports from a single dashboard. If needed, you can also add old transactions to new or ongoing projects.  Here are the steps below on how to set up and add transactions to a project:

Step 1: Create a new project

1. Go to Business overview and select Projects
2. Select New project.
3. In the Project name field, enter the project name.
4. Select the project customer from the Customer ▼ dropdown.
5. Add any notes or details about the project in Notes.
6. Select Save.

After you’ve created a project, you can add both new and existing transactions to the project.

Step 2: Add new transactions to a project

You can add new transactions like invoices, expenses, or estimates directly into your project. Adding transactions to projects won’t change how they’re categorized or affect your accounts. You’re simply marking them as a part of the project so you can track a specific project’s income and expenses.

There are two ways to add new transactions. You can create the transaction in QuickBooks as you normally would. Just enter the project name in the Customer/Project dropdown. Or here’s how to create a new transaction from within projects:

1. Go to Business overview and select Projects
2. Select your project.
3. Select Add to project to create a new transaction.
4. Select Invoice, Receive Payment, Expense, Estimate, Time, or Bill.
5. Fill out the details for the transaction as you normally would.
6. Select Save and close.

Step 4: Add existing expenses to a project

If you have existing expense transactions that you’ve already added to QuickBooks, like bills, checks, expenses, or purchase orders, here’s how to add them to your project:

1. Go to Bookkeeping, select Transactions, then select Expenses.
2. Find and open the transaction you want to add to your project.
3. In the Customer/Project column, select the ▼ dropdown. Then select the project. Do this for each expense item you want to add to your project. This is different from the payee for the expense. Note: If you don’t see the Customer/Project column, you can turn on the setting Track expenses and items by the customer in the Expense section of your QuickBooks account.
4. Select Save and close.

If you have any additional questions about QuickBooks and how to set up or work with projects, 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.

Yes, Spreadsheet Sync lets you sync Excel to your QuickBooks Online Advanced account so you can pull data into an Excel spreadsheet, edit it, and then post it back to QuickBooks Online Advanced.  You can even create new data to post to QuickBooks Online Advanced using Spreadsheet Sync’s list templates and create custom reports and refresh them with up-to-date QuickBooks Online Advanced data.

If you have any additional questions about QuickBooks and how to sync data with Excel, 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.

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.

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.