Power your business with productivity

QuickBooks Online Advanced helps you move your business forward with deeper insights, custom workflows, and easy collaboration.

 

Exclusive features available in Advanced

 
 

Accelerate your
invoicing process

Say goodbye to entering invoices one at a time with batch invoicing.

  • Create invoices 37% faster¹
  • Send multiple invoices and import hundreds of invoices in a few clicks
  • Duplicate similar invoices for multiple customers
 
 
NEW

Speed up
expense management

Batch expensing helps you get more done faster, so you can focus on other parts of the business.

  • Enter and edit multiple expenses in a few clicks
  • Create and edit all of your checks on one screen
  • Cut and paste from Excel—right into the batch transactions sheet
 
 

Unlock deeper insights

Only QuickBooks Online Advanced comes with smart reporting powered by Fathom.²

  • Analyze your profitability, cash flow, and other key performance indicators (KPIs) with new tools, dashboards, and metrics
  • Spot any issues quickly with monthly KPI tracking
  • Know your unique business with customizable business intelligence tools worth $468 per year
  • Show investors and stakeholders what you're made of with beautiful reports ready to present in minutes
 
 
NEW

Focus on key revenues, all in one place

The revenue streams dashboard in QuickBooks Online Advanced helps you keep a pulse on your top money-makers.

  • Know what’s contributing to your top money-makers with a customizable dashboard—at your desk or on mobile devices with the QuickBooks Online app6
  • Configure your dashboard by accrual vs. cash basis, fiscal year, date range, classes, locations, and more
  • Identify what’s working and what’s not quickly and share reports with your accountant
 
 
NEW

Know your cash flow and what drives it

Monitor and compare your cash flow within QuickBooks Online Advanced.

  • Quickly view cash flow trends with auto-populated trend lines or customize reporting time periods using built-in filters—now also available for mobile with the QuickBooks Online app.
  • Drill down into cash flow categories and identify changes with a few clicks
  • Easily benchmark and compare cash flow from different time periods
 
 
NEW

Collaborate better with Google Sheets

Link your QuickBooks Online Advanced account to your Google account to make collaboration between the two easy.

  • Export your QuickBooks reports to Google Sheets in one click
  • Easily collaborate with other colleagues who are using Google Sheets
  • Allow others to view QuickBooks reports from their Google account
 
 

Put the right info
in the right hands

Stay in control as your team grows. Only QuickBooks Online Advanced lets you customize user access by role.

  • Configure user roles as needed to manage access to sensitive information
  • Delegate work to specific teammates—such as allowing sales reps access to invoices, sales transactions, estimates, and nothing more
  • Assign multiple users to the same role without the need to repeat task selection each time
 
 
NEW

Take the work out
of your workflows

Customize and automate workflows to keep things on track for your business.

  • Configure reminders, approvals, and more based on your own defined rules
  • Get peace of mind by automating tasks like reminders for past due invoices or notifications to customers for received payments—now available for mobile with the QuickBooks Online app.
  • Automate workflows to both save time and reduce risk of human error
 
 

Track the reporting details that matter to you

Enhanced custom fields3 lets you track the little things, while still showing you the big picture.

  • Increase efficiency by quickly searching, sorting, and filtering information your way
  • Add the customer and transaction details that you want to track
  • Make use of multiple field types to help meet your regulatory needs
 
 

Your dedicated account manager has your back

Get personalized guidance with a Priority Circle membership4 through Advanced.

  • Work with a dedicated account manager who understands your business goals and connects you to the right resources
  • Conveniently call, email, or schedule an appointment with your dedicated account manager whenever you need advice
  • Use your accountant's time wisely by directing them only to issues that require their specialized knowledge and let your dedicated account manager do the rest
 
 

Train team members on QuickBooks

Get more people into QuickBooks smoothly with on-demand, online training through your Priority Circle membership.

  • Access complimentary online training—valued at $2,000—so you and your team can master new features
  • Start and stop training when it's convenient, and watch as often as you like
  • Get the most out of QuickBooks Online Advanced features and capabilities
 
 

Put support calls
in the fast lane

With a Priority Circle membership, your calls to the support team are faster than ever.

  • Your support calls get routed toward the front of the line to our top care agents
  • Resolve technical support issues quickly with assistance available 24/7
  • Spend less time on the phone with care agents and more time focusing on your business
 
 
NEW

Rest easy knowing your QuickBooks data is backed up

Turn back time in QuickBooks Online. Back up changes and restore data from the past.

  • Continuously and automatically back up your QuickBooks Online company changes and data
  • Easily restore a specific version of your QuickBooks Online company based on any historical date and time
  • View a log of all your version histories with a count of how many changes were made
 
 

Work collaboratively as a growing team

QuickBooks Online Advanced gives you the most users of any QuickBooks Online Plan.

  • Collaborate with up to 25 users in Advanced at no additional cost
  • Delegate work, protect sensitive data, and manage user access with custom roles
  • As your team grows, train new QuickBooks users with on-demand online training through Priority Circle
 
 

Room to grow
down the road

When it comes to chart of accounts entries in Advanced, the sky's the limit.

  • Scale your business with an unlimited number of chart of accounts entries
  • Keep track of money-in and money-out as you continue to grow
  • Get the most chart of accounts entries of any QuickBooks Online plan
 
 

Better reporting
as you grow

QuickBooks Online Advanced reporting scales with your business.

  • Track multiple types of revenue with unlimited tracked classes and locations
  • Run specific reports by class and location
  • Get the most tracked classes and locations of any QuickBooks Online plan
 
 

Triple check your books

Collaborate in QuickBooks with the accounting professionals that handle your books.

  • Get that extra check you need for your books with up to 3 accountant seats
  • Grant access to bookkeepers, CPAs, tax preparers, inventory specialists, or accounting professionals
  • Make it easy for accountants to access your books from their own QuickBooks Online accounts

Create batch expenses

 
×

Manage workflows

 
×

Online back-up and restore

 
×

Cash flow dashboard

 
×

Revenue streams

 
×

Google Sheets

 
×

Smart reporting powered by Fathom

 
×

Batch import invoices

 

Premium care with Priority Circle

 
×

 

 
×

Custom roles

 

 

 
×

Multiple users

 

Unlimited chart of accounts entries

 
×

 

 
×

Track project profitability

 

Manage 1099 contractors

 

Track inventory

 

Track time

 

Manage bills

 

Track sales & sales tax

 

Send estimates

 

Run Advanced reports

 

Maximize tax deductions

 

Capture & organize receipts

 
×

Track income & expenses

 
 

Do more with QuickBooks Online Advanced

Get

50% off

for 3 months*

 
 
Complete tasks faster5

Advanced

 

$150

$75/mo*

Save 50% for 3 months

 

Discover the productivity of Advanced

We set up a sample company for you to try out all the productive features of QuickBooks Online Advanced.

Hear directly from Advanced customers

I would refer this tool to anybody, any founder that's moving and starting an organization no matter how small or how big.

- Luke Wendlandt,
  Co-Founder & VP of Development, NorthBridge

See why so many business owners love Advanced

Our business moved from something that was really small to something 10x the size. I know I wanted greater oversight, our investors wanted greater oversight, and QuickBooks Online Advanced gave that to us.

- Jono Kupferberg
  CEO, STS Footwear

We were on a time crunch, and I realized the dedicated support of QuickBooks Online Advanced was exactly what we needed to get through tax season... and get our books in check.
 

- Jose Oglesby
  Owner, Wenatchee Applesox

User permissions is big because it allows you to control your user's access in a way that actually fits how you work.
 
 
 
 

- Joe Esparraguera
  CFO, CollectRx

 

Sign up for live webinars on top Advanced features

We're adding new features to QuickBooks Online Advanced all the time. Get to know
the tools that make your business more productive as you grow.

Watch our recorded webinars

HOW-TO SERIES

Top Advanced features

 
 

Learn how to use exclusive Advanced features like smart reporting, batch transactions, custom roles, enhanced custom fields, workflows, and more.
 
 

HOW-TO SERIES

Reporting in Advanced

 
 

Learn how to use smart reporting powered by Fathom to make better business decisions. Plus, see how enhanced custom fields helps track key details, organize data, and more.
 

HOW-TO SERIES

Time saving tips

 
 

Advanced is designed to speed up your business processes so you can focus on growth. Learn how to be more productive with these time saving tips and tricks.
 

Important offers, pricing details, & disclaimers

Terms, conditions, features, service and support options are subject to change without notice.