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Everything you need to know about QuickBooks Online Advanced

SOLVED•by QuickBooks•5•Updated 2 weeks ago

Learn about the exciting launch of QuickBooks Online Advanced, including a list of features and FAQs.

QuickBooks Online Advanced

QuickBooks Online Advanced is now live in the UK! 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 customisation 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 customisable reports and custom dashboards enables customers to make more informed business decisions.
  • More support when you need it: Customers get free phone support from our award-winning phone support team. They can also schedule a call back or get help with our messaging services.
  • 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.

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 the maximum number of users you can have at one time in QuickBooks to match the capabilities of our products.

Here’s a breakdown of the number of users:

Simple StartEssentialsPlusAdvanced
QuickBooks Online Users13 525
Accountant Users 2223
Time tracking-only usersN/AUnlimitedUnlimitedUnlimited
Report-only usersN/AN/AUnlimitedUnlimited
Tag Groups404040Unlimited
Custom Fields (per form)N/A3 312

Frequently asked questions

On July 19, QuickBooks Online Advanced became available for purchase within QuickBooks Online Accountant and QuickBooks Online. The full product launched in September, when it became available for new customers to purchase.

Visit our available pricing plans page to check out the latest prices for QuickBooks Online Advanced and take advantage of the available discounts.

Accountants will also have the opportunity to offer discounts to new and existing wholesale discount clients.

  1. Sign in to QuickBooks Online and select Settings ⚙.
  2. Select Subscriptions and billing.
  3. Select Upgrade your plan and follow the prompts.

As with all of our offers, if you add or remove services, your service fees will be adjusted accordingly. This includes changing the subscription type.

If you upgrade a wholesale-billed subscription that is still on package offer pricing to QuickBooks Online Advanced, the subscription price will change to the then-current wholesale billing list price of the new subscription (assuming you maintained the wholesale-billed status of the subscription).

When QuickBooks Online Advanced becomes available, the My Company SKU in QuickBooks Online Accountant will remain Plus. We do not yet have a firm timeline for Advanced to become the default SKU under My Books in QuickBooks Online Accountant. When that happens you’ll be notified so you can start leveraging QuickBooks Online Advanced for your own firm.

Due to technical limitations of TestDrive, this will not be possible; however, we are working on an alternative solution that will serve the same purpose as TestDrive, and should have an update on this in the next few months.

The UK version of QuickBooks Online Advanced shares the majority of core features as pioneered in the US and Canadian offering, and we’re working hard to bring the products as close to parity as regional differences allow. As always, we will continue to invest in features and enhancements to better serve our customers' needs.

Interested in learning more about the features in QuickBooks Online Advanced?

Check out these articles:

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