QuickBooks Online Advanced resource hub

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

• Add and manage custom roles
• User roles and access rights in QuickBooks Online

Custom reports

• Create custom reports

Backup and restore

• Make a copy of your company
• Back up and restore your company

Google Sheet export

• Export data to Google Sheets

Batch transactions

• Reclassify or move multiple transactions at once
• Create and send multiple invoices

Expense claims

• Set up employee expense tracking

Manage subscriptions

• Upgrade or downgrade your QuickBooks Online subscription

Manage budgets

• Create and import budgets into QuickBooks Online

Performance centre

• Create charts to see your business performance
• How to use the performance centre (video)

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

• QuickBooks Desktop discontinuation support hub

Helpful resources

• Everything you need to know about QuickBooks Online Advanced
• Set up and track your stock in QuickBooks Online
• Set up and use location tracking