Starting in March, instead of operating on a client in QBOA and managing your firm with QBO Plus, you’ll have Advanced, which comes with a slew of new features at no cost and no lack of data or functionality.

“Accountants hold themselves to a higher standard than everyone else, and now is the perfect time to help our users excel and develop their practices with these workflow tools,” said In Yun, a product manager who led the integration. “Plus, we’re always adding new features to Advanced, so we’re excited to give accountants access to our most powerful QuickBooks Online product!” says the company.

What you require will be delivered in the manner that you desire?

You can use custom reporting and fields in QuickBooks Online Advanced to help you develop your business and then scale your processes with features like Tasks and Batch Transactions. Here are a few more ways these technologies can help you boost your workflow:

  • With more details, you can work smarter.
    • With improved custom fields, you can keep track of the information that matters the most.
    • Custom reports and maps help you see how you’re doing.
  • Complete the most important tasks first.
    • Batch Transactions help you work faster.
    • Tasks and workflows can be described and automated.
  • Organise your life.
    • Google Sheets can be used to combine data.
    • Make the team’s tasks exclusive (coming soon)

Customisation features are essential for effectively running your specific firm: serving niches, maintaining charts of accounts, and meeting the needs of your many and varied customers. The last thing you need is a one-size-fits-all solution. You now have a lot of options, including:

Custom fields: To better run your company, track and analyse unique data at any granularity. Intuit also supports 48 custom fields for customers, vendors, sales forms, purchase orders, and other expenditures, each with up to 12 domains. In three reports: custom contact list, vendor contact list, and unpaid bills, users can sort, filter, group by, and view the information in columns of fields.

Custom chart builder: This functionality allows users to up-level advisory services by designing custom KPI dashboards for clients, a highly requested feature. Your clients will be able to make better-informed and faster business-critical decisions thanks to the new chart-builder functionality.

Additionally, users can also set a benchmark while building a custom map, allowing them to compare critical data to the same period the previous year. Pre-made charts also allow you to display business results over a fiscal year using the “time” option.

Custom roles expansion: Soon, you’ll be able to configure user access and ensure that the right people in your company see the right stuff. You can get much more granular with more pre-set roles to use and extend with Advanced’s custom roles expansion. That is just the beginning. With Performance Center, you can monitor business performance at a glance and gain deeper insights with personalised, presentation-ready reports. With Batch Transactions, you can save time submitting invoices and handling expenses by editing various bills and checks in just a few clicks. Workflows will eliminate manual processes such as alerts, emails, and overdue notifications, while Tasks will automate approvals and more.

After the release of QuickBooks Online Advanced, many accountants and QuickBooks ProAdvisors have praised the software’s functionality for assisting their clients in making more informed decisions. For example, Lynda Artesani of Artesani Bookkeeping works with law firms to boost their reporting and receive high praise. 

Even more exciting, the automation in QuickBooks Online Advanced has a lot of strength! I use the accounts receivable workflows of payment alerts and overdue invoice memos, which not only save time but are often highly reliable and flexible for my clients.”

Things that you should know about QuickBooks Advanced

Advanced can be learned in a variety of ways, including webinars and preparation. Advanced training is now only a few clicks away. Simply log into QBOA, go to the ProAdvisor page, and click on Training to access self-paced learning modules and training webinars for Advanced. Look for “QuickBooks Online Advanced Specialty” under “Specialty Courses” at the bottom of the page. On the Firm of the Future website, you will read more about the improvements and how accountants like you use Advanced.

With the help of QBOA and Advanced, you will start in 2021 with a bang. It’s a winning mix that will help you expand your business while also providing excellent service to your clients.


To summarise, QuickBooks Desktop software is accounting software that has always been one hell of accounting software that almost covers all the aspects of managing books and finances of a particular organisation. The whole idea of this blog is to help you understand the upcoming QuickBooks Online Advanced to QuickBooks Online Accountant. I hope that this blog helped you and was worth a read. 

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