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

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

Using batch invoicing along with QuickBooks Payments freed up one full-time employee for my law firm client

Lynda Artesani
Owner, Artesani Bookkeeping

We use the reporting all the time. That’s where I get ALL my data. That’s where I make my decisions on taking out new loans, paying off loans, P&L, balance sheets, assets and liabilities reports, everything. That’s my cost center.

Matt Shaw
Managing Partner, Joli

We love the Fathom integration. It’s really nice to see all the KPIs, operational metrics and goal tracking all on a dashboard that you can view at the push of a button.

Jonathan Ortiz
General Manager, Foreign Affairs Auto


Review and edit customizable dashboards

Track the KPIs that matter to you most with custom chart builder.

  • Benchmark against time period, budget, or a specified number—now for accounts receivable and accounts payable categories and more
  • Drill down into the transaction-level details key stakeholders want to know, including finances, sales, accounting, owners, and investors
  • View your customized dashboards anywhere, anytime on the QuickBooks mobile app

Get behind the scenes and see how you stack up

Compare profits with your peers with the exclusive industry benchmark dashboard.7

  • Find out about the industry averages for net or gross profit margins specific to your business
  • Have your industry chosen automatically based on your business data, or select a different industry
  • Track your profit margins and compare them to your peers with data from today, last quarter, or even last year

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—right from your Performance Center.

  • 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

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

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

We were at a point where I was spending a lot of time getting all the reports I wanted, and all of a sudden with QBO Advanced, I’m getting the information so much quicker and easier.

Avo Asdourian
CFO, M-Fire Suppression Inc

Flexibility and customizing reports is super easy...when drilling down into reports I don’t want to get into the weeds, I NEED the DATA.

Partner and Director of Operations, SevenGen

We have SO many moving parts, and what’s great about QuickBooks is I can set it up once at the beginning...and forget about it.

Jono Kupferberg
CEO, STS Footwear


Increase efficiency with automated workflows

Keep your team and business on track with pre-set or custom workflows you can set and forget.

  • Never miss a task or due date with pre-set transaction reminders - or build your own
  • Get paid faster with an end-to-end automated invoice approval process
  • Use reminders and notifications for estimates, invoices, bills, expenses, payments, and tasks
  • Have reminders show up in Task Manager, via email, or push notifications—or all three

Keep your team focused on the tasks that matter most

Lead your team with easy collaboration and automated delegation.

  • Simplify management of virtual teams by assigning tasks directly in QuickBooks
  • Easily organize to-do lists for your team and yourself with automated task assignments
  • Streamline collaboration by automatically delegating tasks for team projects

Capture and easily manage the details that matter to you

Enhanced custom fields3 help you track the little things while still seeing the big picture.

  • Analyze and report unique data at the granularity you need to better run your business
  • Create and search up to 48 custom fields—12 in each category, including customer, sales forms, POs, and more
  • See and easily edit all of your custom fields all in one place

Put the right info
in the right hands

Only QuickBooks Online Advanced lets you customize user access by role.

  • Easily delegate access to banking, inventory, expenses, payroll, and checks with customizable preset roles
  • Manage access to specific info by customizing user roles—such as allowing sales reps to access invoices, sales transactions, estimates, and nothing more
  • Assign multiple users to the same role without needing to repeat task selection each time

Custom roles 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

Since we had a better understanding of our finances with QuickBooks, we wanted to upgrade to QBO Advanced to break down the costs and divisions at a higher level.

Rafael Rodriguez
Project Manager, Assured Contracting


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

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 $3,000—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

Your account team has your back

Get personalized guidance with a Priority Circle membership4 through Advanced.

  • Work with an account team who will understand your business and help you get answers fast
  • Conveniently call or email your account team whenever you need advice
  • Use your accountant's time wisely by directing them only to issues that require their specialized knowledge and let your account team do the rest

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

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

One of my favorite features is the help button.. I can type in a little bit about my issue and I’ll get a call in minutes to help me out… sometimes in less than a minute after I hit send the phone is ringing.

Todd Mason
General Manager, Styer Landscaping


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

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

Going from 0 to 700 employees in just under 4 years is no easy feat, and you can’t do that if you’re paying SAP prices or NetSuite prices from day 1.

Paul Gans,
VP of Finance, Northstar Behavioral Health

Customizable dashboards   ENHANCED


Custom roles


Automate workflows


Create batch expenses




Smart reporting powered by Fathom


Batch import invoices


VIP care with Priority Circle


Online back-up and restore


Google Sheets


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


50% off

for 3 months*

Complete tasks faster5





Save 50% for 3 months


Schedule a tour of Advanced

Take a guided tour of QuickBooks Online Advanced with an expert who can answer all your questions along the way.


Test drive Advanced on your own

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

Tailor Advanced for your unique business

Seamlessly track and manage the data your company needs with these add-ons. Or see all apps.

Payments in one place

Process payments and more with QuickBooks Payments.

Learn more

Payroll made easy

Run payroll and track time with QuickBooks Payroll Elite.

Learn more


Just need time tracking?

Manage it all in a single space with QuickBooks Time.

Learn more


Pay bills your way

Gain control over your bill pay process with Bill.com.

Learn more



Sell more, worry less

Speed up your sales cycle with Salesforce Connector.

See special offer


Streamline sales

Speed up your agreement process with DocuSign.

Learn more


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


Best of Advanced


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


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.


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.