february2021 - 13
SPONSORED CONTENT
QuickBooks Online Advanced Coming Soon
to QuickBooks Online Accountant
WHAT'S NEW IN QuickBooks Online Accountant (QBOA) and what does
it have to do with QuickBooks Online Advanced (Advanced)?
Everything.
Starting in March, rather than working on a
client in QBOA and using QBO Plus to manage your
firm, you'll have Advanced with fingertip access to
a ton of new features, all at no cost, and without
loss of data or functionality.
" Accountants hold themselves accountable
like no one else, and the time couldn't be better to
help our users succeed and build their practices
with these workflow tools, " said In Yun, an Intuit
product manager who led the integration. " 'Plus,
we are always adding new features to Advanced, so
we are excited to provide accountants with access
to our most robust QuickBooks Online product! "
WHAT YOU NEED DELIVERED, HOW
YOU WANT IT
With QuickBooks Online Advanced, you can take
advantage of custom reporting and fields to help
grow your firm, and then scale your processes with
features like Tasks and Batch Transactions. Here
are some of the additional ways these innovations
will improve your workflow:
■ Work smarter with deeper insights
■ Track the details that matter most with enhanced
custom fields
■ Visualize your performance with custom reports
and charts
■ Complete the tasks that matter faster
■ Speed up work with Batch Transactions
■ Define and automate tasks and workflows
■ Get more organized
■ Integrate data with Google Sheets
■ Create custom roles for your team (coming soon)
The key to these coming changes are customization features to successfully run your unique firm:
servicing your niches, maintaining your charts of
accounts, and fulfilling the needs of your many
and diverse customers. The last thing you need is
a strictly out-of-the-box solution. Now you've got a
lot more, including:
CUSTOM FIELDS. Track and analyze unique
data at any granularity to better run your business. Intuit now supports 48 custom fields, with
up to 12 fields each for customer, vendor,
sales forms, purchase order, and other
expenses. Users can sort, filter, group
by, and display information in columns
of fields in three reports: custom contact
list, vendor contact list, and unpaid bills.
CUSTOM CHART BUILDER. This
frequently requested feature allows users
to up-level advisory services by creating
custom KPI dashboards for clients. The
new chart-builder feature empowers your
clients to make better-informed and faster
business-critical decisions. Additionally,
these enhancements allow users to set a comparison while creating a custom chart, allowing for
comparing key data against the same period in the
previous year. Pre-set charts also include viewing
business performance over the fiscal year under a
" time period " option.
CUSTOM ROLES EXPANSION. Soon, you'll be
able to customize user access and ensure the right
people see the right information inside your firm.
Through custom roles expansion in Advanced, you
can get even more granular with more pre-set roles
to use and expand.
And, that's just the beginning. You can track
business performance at a glance and gain deeper
insights with customizable, presentation-ready
reports with PERFORMANCE CENTER. You can
spend less time sending invoices and managing
expenses by editing multiple bills and checks in
just a few clicks with BATCH TRANSACTIONS.
You will reduce manual processes like reminders,
emails, and overdue notices with workflows and
automate approvals and more with TASKS.
Ever since QuickBooks Online Advanced
became available, many accountants and QuickBooks ProAdvisors have praised the features inside
the software that help their clients make more
informed decisions. For example, Lynda Artesani
of Artesani Bookkeeping works with law firms to
improve their reporting and has strong praise.
" Advanced gives me all the data analysis tools
I need in the Performance Center to help my law
firm clients grow smarter, " she said. " In addition,
there is a custom field feature that allows me to
tailor the program to the specific law practice type.
Even more exciting, there is so much power behind
the automation in QuickBooks Online Advanced! I
use the accounts receivable workflows of payment
reminders and overdue invoice memos, which not
only saves time, but it is 100% accurate and very
customizable to the clients. "
GET TO KNOW ADVANCED
There are many ways to learn more about
Advanced, including webinars and training. Training for Advanced is now just a few clicks away. To
access self-paced learning modules and training
webinars for Advanced, just log into QBOA, go to
the ProAdvisor tab, and click on Training. Scroll
down to the " Specialty Courses'' section and look
for " QuickBooks Online Advanced Specialty. " You
can also learn more about the changes and how
accountants like you utilize Advanced on the Firm
of the Future website.
Start 2021 strong with the power of QBOA and
Advanced. It is a winning combination that will
help you grow your firm and better support your
clients. ■
The ProAdvisor Spotlight is sponsored by
FEBRUARY 2021 ■
www.CPAPracticeAdvisor.com
13
http://www.CPAPracticeAdvisor.com
february2021
Table of Contents for the Digital Edition of february2021
From the Editor: Announcing Our New Podcast!
7 Tips to Keep Client Data Safe During this Work-from-Home Tax Season
Busy Season: Putting Out Fires or Lighting a Fire for Your Firm?
From the Trenches: Client Experience for the Future
CES 2021 Gadget Highlights
The Leadership Advisor: What 2020 Taught Us About Remote Work
The ProAdvisor Spotlight: QuickBooks Online Advanced Coming Soon to QuickBooks Online Accountant
The Labor Law Advisor: Unions at the Crossroads
The Millennial Advisor: Mind-Bending: The Move From Accountant to Advisor in 2021
Apps We Love: Home Automation
Marketing Your Firm: How a Domain Name Change Impacts Search Rankings
Ready for the 2021 Tax Season
Determining the Date of Assessment for IRS Collection Puposes
Bridging the Gap: Another Virtual Event? Not with the Spatial Web
AICPA News: A Round Up of Recent Association News and Events
february2021 - 1
february2021 - 2
february2021 - 3
february2021 - From the Editor: Announcing Our New Podcast!
february2021 - 7 Tips to Keep Client Data Safe During this Work-from-Home Tax Season
february2021 - Busy Season: Putting Out Fires or Lighting a Fire for Your Firm?
february2021 - 7
february2021 - From the Trenches: Client Experience for the Future
february2021 - 9
february2021 - CES 2021 Gadget Highlights
february2021 - 11
february2021 - The Leadership Advisor: What 2020 Taught Us About Remote Work
february2021 - The ProAdvisor Spotlight: QuickBooks Online Advanced Coming Soon to QuickBooks Online Accountant
february2021 - The Labor Law Advisor: Unions at the Crossroads
february2021 - The Millennial Advisor: Mind-Bending: The Move From Accountant to Advisor in 2021
february2021 - Apps We Love: Home Automation
february2021 - 17
february2021 - Marketing Your Firm: How a Domain Name Change Impacts Search Rankings
february2021 - Ready for the 2021 Tax Season
february2021 - Determining the Date of Assessment for IRS Collection Puposes
february2021 - 21
february2021 - Bridging the Gap: Another Virtual Event? Not with the Spatial Web
february2021 - AICPA News: A Round Up of Recent Association News and Events
february2021 - 24
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