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QuickBooks Online Advanced
Rating: 4.8 out of 5(3 ratings)
9 students
Last updated 1/2025
English

What you'll learn

  • Limits that require you to upgrade
  • Granular user permissions
  • The Performance Dashboard
  • Custom reporting
  • Forecasting
  • Custom Fields
  • The Overview Tab
  • Deferred Revenue
  • The Fixed Asset Manager
  • Tasks
  • Workflow automation
  • Multi-level approvals
  • Priority support

Course content

1 section17 lectures2h 30m total length
  • Intro to QBO Advanced and How to Try It Out8:38
  • QBO Advanced Removes Restrictions2:06
  • More Users and Permissions11:24
  • More Custom Fields7:44
  • Batch Entry19:19
  • Expense Management12:26
  • Exclusive Workflows12:42
  • Tasks9:16
  • Revenue Recognition11:24
  • Fixed Asset Manager10:06
  • Advanced Reporting10:43
  • Custom Report Builder14:02
  • Spreadsheet Sync7:35
  • Enhanced Project Center1:45
  • Fancier Budgeting Tools1:42
  • Cash Forecasting3:23
  • Additional Benefits6:29

Requirements

  • No Requirements Necessary

Description

QuickBooks Online Advanced is the version of QBO for complex companies. It features custom fields, batch imports, complex reporting, granular user permissions, and accrual-based workflows….the enhanced tools that larger businesses need to thrive.


What You’ll Learn

  • Limits that require you to upgrade

  • Granular user permissions

  • The Performance Dashboard

  • Custom reporting

  • Forecasting

  • Custom Fields

  • The Overview Tab

  • Deferred Revenue

  • The Fixed Asset Manager

  • Tasks

  • Workflow automation

  • Multi-level approvals

  • Priority support


After completing this course, you will be able to:

  • Recall the features unique to this subscription level

  • Identify if QuickBooks Advanced is the right version for you


Instructional Level

Basic

Course Length

3 hours

Field of Study

Computer Software & Applications

Delivery Method

QAS Self Paced

Who should take this class?

Entrepreneurs and business owners with growing companies and complex needs

Bookkeepers and Accountants who need to know all the options to best advise their client

Advance Preparation

None


Class Description

If your business has outgrown QBO, we are happy for your growth and success!

Lucky for you, here comes QuickBooks Online Advanced to the rescue!

This is QBO's new, high-end version for mid-market businesses with complex needs.

Larger capacity, more power, more customization, more automation, a perceptive dashboard, deeper reports, and scalability. This is the version for you if you have a large Chart of Accounts, need more than 5 users with specific permissions, have more than 40 Classes, need Custom Fields, need to communicate with other staff, have complex accrual calculations, and love detailed reports with deep insight into your business performance.

We’ll review the differences between QBO Advanced and the other subscription levels, and outline the exciting benefits that make it worth every penny.

You’ve got to keep learning to keep growing, and Alicia Katz Pollock, the Queen of QuickBooks, is the best teacher to help you do both!

Sign up now.

Who this course is for:

  • Entrepreneurs and business owners with growing companies and complex needs Bookkeepers and Accountants who need to know all the options to best advise their client