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Is QuickBooks Online Advanced a Worthwhile Investment for Your Business?

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Manage episode 413233684 series 3506007
Content provided by Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Hector and Alicia dive deep into the features and benefits of QuickBooks Online Advanced, exploring whether the additional cost is worth it for businesses. They compare and contrast QuickBooks Online Advanced with the standard QuickBooks Online Plus plan, highlighting key differences in user permissions, forecasting, batch editing, and more. The discussion also touches on the transition from QuickBooks Desktop to the online advanced version, providing insights for accountants and small business owners considering the move.

Sponsors
Client Hub- https://uqb.promo/clienthub
LiveFlow - https://uqb.promo/liveflow
Harbor Compliance - https://uqb.promo/harbor


  • (00:00) - Welcome to the Unofficial Quickbooks Accountants Podcast
  • (03:35) - Price Comparison: QuickBooks Online Advanced vs. Plus
  • (05:50) - User Capacity: A Major Selling Point
  • (07:17) - Forecasting: Advanced Budgeting Features
  • (08:57) - Spreadsheet Sync: A Game-Changer for Budgeting
  • (20:28) - Alicia's Correction About this Feature
  • (22:49) - Batch Create Transactions
  • (26:33) - Custom User Permissions: A Work in Progress
  • (29:17) - Diving Into Report Customization and Limitations
  • (31:11) - Workflow Automation and Task Notifications: A Closer Look
  • (44:53) - QuickBooks Online Advanced Tech Support
  • (46:39) - A Few Additional Features Not Listed on QuickBooks.com

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:
  continue reading

47 episodes

Artwork
iconShare
 
Manage episode 413233684 series 3506007
Content provided by Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Hector Garcia, CPA, Alicia Katz Pollock, and MAT or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, Hector and Alicia dive deep into the features and benefits of QuickBooks Online Advanced, exploring whether the additional cost is worth it for businesses. They compare and contrast QuickBooks Online Advanced with the standard QuickBooks Online Plus plan, highlighting key differences in user permissions, forecasting, batch editing, and more. The discussion also touches on the transition from QuickBooks Desktop to the online advanced version, providing insights for accountants and small business owners considering the move.

Sponsors
Client Hub- https://uqb.promo/clienthub
LiveFlow - https://uqb.promo/liveflow
Harbor Compliance - https://uqb.promo/harbor


  • (00:00) - Welcome to the Unofficial Quickbooks Accountants Podcast
  • (03:35) - Price Comparison: QuickBooks Online Advanced vs. Plus
  • (05:50) - User Capacity: A Major Selling Point
  • (07:17) - Forecasting: Advanced Budgeting Features
  • (08:57) - Spreadsheet Sync: A Game-Changer for Budgeting
  • (20:28) - Alicia's Correction About this Feature
  • (22:49) - Batch Create Transactions
  • (26:33) - Custom User Permissions: A Work in Progress
  • (29:17) - Diving Into Report Customization and Limitations
  • (31:11) - Workflow Automation and Task Notifications: A Closer Look
  • (44:53) - QuickBooks Online Advanced Tech Support
  • (46:39) - A Few Additional Features Not Listed on QuickBooks.com

Send your Questions/Comments (we could read/answer them on air) ask@uqapodcast.com

Links/Apps Mentioned in this episode:
  continue reading

47 episodes

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