QuickBooks Online Advanced – cloud-based offering for fast-growing businesses and accountants that serve them. QBOAV delivers deeper insights and increases productivity as business grows. By joining AI with an online ecosystem of applications, including enterprise level apps, QBOAV enables business owners and accountants to customize workflows and serves insights for better decision making.
QBOAV includes QuickBooks Online Plus functionality and:
- With reporting powered by Fathom, receive more robust reports and dashboards that help expand advisory services.
- With up to 10 enhanced custom fields in QBOAV, users can track more granular data across sales reports, purchase orders, customer profiles, etc. Increase efficiency with drop-down fields and ability to search, sort, and filter.
- With custom user permissions, users can delegate work to sales reps and manage data access for the team.
- Import and send hundreds of invoices at once with accelerated invoicing. Duplicate and edit to save time.
- With a Priority Circle membership, clients can direct basic questions to their dedicated Customer Success Manager. Includes premium customer care and QBO training worth $2,000+.
- Businesses can get the help they need to spur growth (seasonal tax support, temporary consultants, external CFOs, etc.), from a third accountant user (non-billable).
- As small businesses grow, they can add up to 25 users with full and simultaneous access.
- The client overview dashboard feature is available inside a client’s QBOAV file. Users can navigate in fewer clicks with deep-links that direct to relevant transaction reports, specific bank accounts and reconciliation tab.
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Tags: Accounting, Advisory