Summary

In this chapter, we have provided you with a detailed look at the features that are only available in the top-tier QBO plan, QBO Advanced. The topics we covered included accessing the QBO test drive, using customized fields on forms, setting custom user permissions to control what areas of QuickBooks you give other users access to, how to use workflow automation to streamline deadline-driven tasks, importing invoices and budgets to save time, utilizing batch-entry transactions to create invoices, Smart Invoicing, reclassifying transactions, custom reminders, DocuSign integration, the options you have for backing up your QBO data, how the performance center and custom charts work, an overview of the Fathom reporting app, and what’s included in Priority Circle membership. Now that you have a better understanding of what’s included in QBO Advanced, it will help you to determine whether it is the right subscription for your business.

In the next chapter, we will...