![]() Fathom also allows you to create forecasted reports (perfect for future looking business planning) and consolidated multi-entity reports when you have multiple QuickBooks Online Advanced accounts. Smart Reporting with FathomHQ: you will have access to Fathom app, which is a reporting app for QuickBooks Online that regularly costs $40 a month (for non-advanced users) and allows you to create customizable dashboards and KPI style reports that QuickBooks cannot do inherently.Custom fields: you can create totally customizable custom fields (even custom DROP DOWN menus) and use them as filters or subtotaling for more customizable reports.You can also batch delete and modify invoices Batch Invoices: you can import invoices vis CSV files or in a spreadsheet-style copy/paste format. Batch Enter transactions: such as Bank Deposits, Sales Receipts, Expenses, Bills, and Checks in a spreadsheet-style copy/paste format.This feature also allows you to copy/duplicate company files if you want to do some training or testing with your real data Advanced Backup & Restore: even though your data is secure on QuickBooks servers on the cloud, you might still want to have time-based backups that allow you to go back and restore as of a specific date in case you have a users inadvertently delete or change transactions.There are also reminder workflows such as reminding customers to pay their open/overdue invoices and reminder customers to approve estimates/proposals Similarly with bills, you can create an approval workflow to require admin approval prior to paying the bill. Advanced Workflows: you can create an invoice approval workflow that would prevent the user from being able to post an invoice (send it to the customer) prior to admin approval. ![]() Tasks: you can easily assign tasks to other users inside quickbooks and mark them completed, this is not a project management software, but more many small businesses having s simple checklist of open tasks in extremely powerful.25 Users and Customizable Roles: with up to 25 users (upgraded from 5 users on Plus edition) you will need to create limited user permissions and assign those users to do ONLY have access to customers, or vendors, or reports, or payroll… or any combination of those.QuickBooks Online’s most advanced version ADVANCED keeps getting better and better, of course with a $180/month price tag it should, and you are brand new to QuickBooks, and want to setup a new ADVANCED account with a 30-day free trial, use my link to get 530% off for 12 months: Īnyway, if you have a growing small business you should consider using QuickBooks Online Advanced over any other* version of QuickBooks is these features:
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