QuickBooks Online Advanced Demo: Features, Workflows, & More
In this QuickBooks Online Advanced demo video, our founder Katie Bunschoten walks you through the most powerful features of QBO Advanced. From workflows and automation to advanced reporting and user roles, this in-depth tutorial shows how QuickBooks Online Advanced can transform the way your business manages accounting. If you’ve ever wondered whether to choose QuickBooks Online or QuickBooks Desktop, this guide highlights what’s unique about QBO Advanced—and where Desktop might still be the better fit.
What You’ll Learn in This QuickBooks Online Advanced Demo
How the QBO Advanced dashboard compares to QuickBooks Desktop’s snapshot view
Using side navigation + top navigation for easier workflows
Customizing invoices, sales forms, and expense preferences
The truth about barcode scanning, sales orders, and inventory tracking
Setting up price rules, late fees, and reminders
Managing projects, classes, and locations
New features like workflows and invoice approval automation
How to track fixed assets and back up data in QBO Advanced
Advanced reporting, reconciliations, and budget planning
When to stick with QuickBooks Desktop vs moving to QBO Advanced
Key Features in QuickBooks Online
1. Dashboard & Navigation
The QBO Advanced dashboard provides a snapshot view of your finances, similar to Desktop’s snapshot tool. Privacy mode, quick toggles, and side/top navigation make it easy to manage data.
2. Sales & Invoicing
Customizable invoices and reminders
Price rules (in beta) for discounts
Late fees (with some limitations)
Progress invoicing
BCC CRM integration (e.g., Nutshell)
3. Expenses & Vendors
Billable expenses and markup tracking
Purchase orders (but no native sales orders yet)
Vendor management, attachments, and 1099 prep
Expense dashboards with source documentation
4. Automation & Workflows
Exclusive to QBO Advanced, workflows let you:
Automate invoice approvals
Send custom reminders
Create vendor payment notifications
This is part of Intuit’s push toward automation, but as Katie notes: automation is not a replacement for advisement. Always work with an advisor to make sense of your numbers.
5. Advanced Reporting & User Roles
Role-based permissions for up to 25 users
Reclassify transactions in bulk
Custom reporting and closing books protection
Multiple budgets and CSV imports
6. Fixed Assets & Backup
One of the biggest upgrades: tracking fixed assets directly in QuickBooks Online Advanced. Previously, this was a pain point when migrating from QuickBooks Enterprise. Now, QBO Advanced offers asset tracking natively.
Plus, backups are included with ChronoBooks, ensuring data safety.
FAQ: QuickBooks Online Advanced
Q: What makes QuickBooks Online Advanced different from Plus or Essentials?
A: Advanced includes exclusive features like workflows, role-based permissions, advanced reporting, and fixed asset tracking that smaller plans don’t provide.
Q: Can QuickBooks Online Advanced replace QuickBooks Desktop?
A: For many businesses, yes. But if you need advanced inventory with barcode scanning or sales orders, QuickBooks Desktop (Enterprise) may still be a better fit.
Q: How many users does QuickBooks Online Advanced allow?
A: Up to 25 users, with custom roles and three accountant seats.
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Book a free consultation with our team of QuickBooks experts today!
Ready to explore if QuickBooks Online Advanced is right for your business? Certum Solutions is a certified QuickBooks ProAdvisor firm that helps companies migrate, implement, and optimize their accounting software.
💬 Drop your questions in the comments or contact our team to schedule a consultation.
