Learn about the exciting launch of QuickBooks Online Advanced, including a list of features and FAQs. Plus, learn the ins and outs of the revised usage limits and how they’ll impact you or your clients who use QuickBooks Online.
QuickBooks Online Advanced
QuickBooks Online Advanced is now live in Canada! This is the most powerful QuickBooks Online solution, designed to help small and medium-sized businesses work smarter, so they can spend less time on repetitive tasks and focus more on the insights they need to grow their business.
Here are some of the exciting features available in QuickBooks Online Advanced:
- Automation to get more, done faster: Customers can streamline repetitive tasks with batch transactions, enabling them to enter, edit, and send multiple invoices, cheques, expenses, and bills in a few clicks. Customers can also automate key workflows such as invoice approvals or payment due reminders.
- Powerful customization that tailors to your business needs: With custom fields, customers can search, sort, and filter information however they want. Custom tasks also allow teams to know what work needs to get done and when - even for tasks outside of QuickBooks.
- Top-tier reporting capabilities for deeper insights: Tracking and reporting performance data with customizable reports and custom dashboards enables customers to make more informed business decisions.
- More support when you need it: Customers get unlimited expert product guidance from a dedicated support team and front-of-the-line phone support.
- Room to grow: Up to 25 users can access Advanced at no additional cost. With custom user roles, the primary admin can easily delegate work and help protect sensitive data.
Frequently Asked Questions
When did QuickBooks Online Advanced launch in Canada?
On February 15, QuickBooks Online Advanced became available for purchase within QuickBooks Online Accountant and QuickBooks Online. The full product launched on March 28, when it became available for new customers to purchase.
How do I get QuickBooks Online Advanced?
- Sign in to QuickBooks Online and select Settings.
- Select Account and settings, then select Billing & subscription.
- Select Upgrade your plan and follow the prompts.
Revised usage limits
QuickBooks is evolving to keep pace with our customers as they grow. To ensure customers are on the plan that best suits their needs, we’re revising usage limits to match the capabilities of our products.
Usage limits will be applied to Chart of Accounts, Classes and Locations, and the number of unique users per account, starting on or after September 8, 2022.
Here’s a breakdown of the usage limit updates:
| EasyStart | Essentials | Plus | Advanced |
| QuickBooks Online Users | 1 (no change) | 3 (no change) | 5 (no change) | 25 |
| Accountant Users | 2 (no change) | 2 (no change) | 2 (no change) | 3 |
| Time tracking-only users | N/A | Unlimited (no change) | Unlimited (no change) | Unlimited |
| Report-only users | N/A | N/A | Unlimited (no change) | Unlimited |
| Tag Groups | 40 (no change) | 40 (no change) | 40 (no change) | Unlimited |
| Chart of Accounts | Now: 250
Was: Unlimited | Now: 250
Was: Unlimited | Now: 250
Was: Unlimited | Unlimited |
| Classes & Locations (combined) | N/A | N/A | Now: 40
Was: Unlimited | Unlimited |
| Custom Fields (per form) | N/A | 3 (no change) | 3 (no change) | 12 |
Frequently Asked Questions
How do I check my current usage?
In QuickBooks Online there's a new Usage tab in the Account and Settings section that shows your current usage and your plan’s usage limits.
Why is QuickBooks adding usage limits?
Limits have always existed in QuickBooks Online, however, we’re adding new limits on Chart of Accounts, Classes and Locations, and number of users to better match the capabilities of our products.
When a business requires a large Chart of Accounts, high usage of Classes and Locations, and a higher number of users, it indicates that the business is growing in complexity and its needs may not be fully met by the QuickBooks plans available to date.
By launching QuickBooks Online Advanced and enforcing usage limits, our goal is to make sure these customers are in our most robust plan that better meets their needs.
When do these changes take effect?
If customers are exceeding their plan’s usage limits, they’ll need to reduce their usage or upgrade to the appropriate plan before usage limits go into effect starting September 8, 2022.
If a customer is currently under all of their usage limits, there’s no need to take any action at this time. QuickBooks will notify users when they’re approaching a usage limit so that they can decide which product is right for them.
How do I know where my clients stand on the limits?
We’ve added a new page in the Accounts and Settings section of your client’s QuickBooks Online account that provides this information. In addition, your clients will start receiving more prominent reminders in QuickBooks Online 45 days before the implementation date (first bill renewal date on or after September 8, 2022) with instructions on how to reduce usage or change plans.
What happens if my client is exceeding the limits?
If a client is exceeding one or more of their plan’s limits, they have two options:
- Review and update the books to reduce usage before September 8, 2022. For example, they may have some inactive accounts in their Chart of Accounts. Trim their Chart of Accounts to remain under the limit.
- Upgrade to QuickBooks Online Advanced before September 8, 2022. In addition to increasing the usage limit, they will also get access to new features for more complex small businesses that will help them get deeper insights, save more time, and customize QuickBooks more.
Note: If they continue to exceed one or more of the limits after September 8, they will not be able to use QuickBooks Online and their account will risk suspension.
What’s the difference between QuickBooks Enterprise and QuickBooks Online Advanced?
QuickBooks Online Advanced is the most powerful QuickBooks Online plan designed to help growing businesses with increased capacity up to 25 users, top tier reporting and powerful customization. QuickBooks Enterprise is a desktop software for larger businesses, providing robust job costing, advanced inventory management, up to 30 users as well as an option to work from anywhere with cloud access.
What if I’m still exceeding my plan’s usage limits after September 8?
If you continue to exceed your current plan’s limits after that, your QuickBooks Online account (including QuickBooks Payroll, Time and Payments add-ons) will be suspended. We’ll continue to send you reminders and instructions for how to reduce your limits or change plans as we approach usage limits implementation in September.
