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QuickBooks Online Advanced hub
by Intuit• Updated 6 months ago
Welcome to the QuickBooks Online Advanced hub. Here you'll find a list of articles to help you understand how to use key features so you can work smarter and grow your business faster.
Tasks and workflows
- Add or review tasks for your team in the Task menu
- Create custom workflows
- Use workflows to send reminders
- Set up bill approval workflows (video)
Custom fields
- Create and edit custom fields
- Use custom fields for suppliers and expenses
- Use custom fields in reports
- Filter, search and sort with custom fields
Custom roles
Custom reports
Backup and restore
Google Sheet export
Batch transactions
Expense claims
Manage subscriptions
Manage budgets
Performance centre
Spreadsheet Sync
- What's Spreadsheet Sync?
- Working with the Spreadsheet Sync toolbar
- How to install and open Spreadsheet Sync
- Add a company's data to Spreadsheet Sync
- Create and edit reports in Spreadsheet Sync
- How to use Spreadsheet Sync's advanced reports
- Refresh data in Spreadsheet Sync
- Post data to QuickBooks Online Advanced using Spreadsheet Sync
- Spreadsheet Sync FAQ
- Troubleshooting tips
Desktop to Online migration
Helpful resources
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