Hey bookkeepers!

If you’re currently using QuickBooks Online Plus and are wondering whether an upgrade to QuickBooks Online Advanced might be worth it, you’re in the right place. QuickBooks Online Advanced has introduced some fantastic new features that can make your bookkeeping tasks smoother and more efficient. Let’s dive into these updates and see why it might be a smart move to consider upgrading.

First up, let’s talk about My Workflows. This feature is all about automating those repetitive tasks that eat up a lot of your time, like sending invoice reminders or approving expenses. With My Workflows, you can set up these automated processes, freeing you up to focus on more important work.

Setting up a workflow is straightforward. Just head to the Workflows menu, select a template that fits your needs, and customize it. For instance, you can automate the process of sending payment reminders to clients with overdue invoices. It’s like having an extra hand to manage the routine stuff.

Next on the list is Multiple Sequential Approvers. If your organization requires multiple approvals for transactions, this feature is a lifesaver. You can set up an approval chain where bills or expenses need to be reviewed and approved by several people in a specific order.

This ensures every transaction gets the proper oversight, adding layers of security and accuracy to your financial processes. No more confusion over who needs to approve what—everything is clear and organized.

Managing bills just got easier with the New Roles for Managing Bills feature. QuickBooks Online Advanced allows you to assign specific roles to users, giving them tailored access to bill management functions. Whether it’s entering, approving, or paying bills, you have complete control over who does what.

This level of detailed permission helps maintain security and accuracy, especially useful for larger teams with different responsibilities. You can be confident that only authorized personnel are handling your financials, reducing the risk of errors or unauthorized transactions.

Another fantastic update is the ability to Add Custom Reports to Client Management Reports. This means you can create and save custom reports that fit your specific needs and add them directly to the management reports you share with clients.

Custom reports allow you to provide clients with detailed, tailored insights into their financials, enhancing the value you bring as their bookkeeper. It’s a great way to give clients the precise information they need, making your service even more valuable.

One of the standout features in QuickBooks Online Advanced is the Spreadsheet Sync. This feature lets you sync your QuickBooks data with Excel to create multi-company reports. If you’re managing finances for multiple entities, this tool can be a game-changer.

With Spreadsheet Sync, you can pull data from different companies into a single report, giving you a unified view of financials. It simplifies reporting across multiple entities, saving you time and reducing the complexity of managing data separately.

So, why consider upgrading from QuickBooks Online Plus to QuickBooks Online Advanced? Here are some compelling reasons:

These features are designed to make your bookkeeping tasks easier so that you can get back to the work of advancing the association. Upgrading to QuickBooks Online Advanced could help you operate more efficiently and provide top-notch service to your members and customers.

If you’ve been thinking about upgrading, now might be a great time to explore these new features. Check them out and see how they can transform your workflow.

Happy bookkeeping, everyone! And as always, feel free to share your thoughts and experiences in the comments below. Let’s keep learning and growing together!