clarity on available features in QBO

Hello,

What kind of features are you looking for? Or anything in particular about customers? Like custom fields or forms?

Hi there, @twocharacterslong.

Thanks for sharing your sentiments in the Community. I'm here to give you insights into the available features in QuickBooks Online. 

The Online version of QuickBooks has four different plans and features. We have the Simple Start, Essentials, the Plus, and Advanced. 

To learn more about its features, check out this link to view the comparison chart: https://quickbooks.intuit.com/pricing/.

You'll want to change your plan level to a higher version to get the optimum accounting features. Here's how: 

1. Sign in to QuickBooks Online as a primary or company admin.
2. Select Settings menu, then go to Account and settings.
3. Select the Billing & Subscription tab and ensure your payment info is up-to-date.
4. In the QuickBooks Online section, select Upgrade your plan.
5. Review the available plans and then select Choose plan and follow the on-screen steps to upgrade your plan.

For future reference, read through this article to learn more about downgrading or switching back to your previous subscription.

Feel free to message us again if you have additional concerns. We're always around here to provide more options. Take care!

Hi @Learner97 Learner97,

In particular, I was interested in customer types. I (thought I had) verified that it's not available for Essentials subscribers, however, in Reports > Sales and Customers > Customer Contact List I can 'sort by' customer type in the drop-down under Sort.  Super confusing.

Interested in using a gmail address as 'Sent From' when emailing invpoices but I can't find the option when following the steps so I assume it's another subscription level issue. 

Interested in Related Tasks under Sales Tax.

Thanks for asking.  

Hi @katherinejoyceO katherinejoyceO,

Thanks for your reply. I've been through the pricing comparisons thoroughly and repeatedly.  According to them, my customer is in the correct plan for his needs.  However, the comparisons aren't in-depth regarding specific features such as those I'm questioning.  (See my reply to Learner97 if you're interested.)  

This is more of a need for very specific tagging in the support forums so we know to move on when the info doesn't pertain.  Same need when searching the "Help" while logged into QBO.  It seems as though everything is lumped together with no hope for easy discernment.  Am I overlooking something?

If changing the plan were a viable solution, I wouldn't have posted for help.  The account holder is within budget at $480/year.  How can I justify suggesting he almost-double the monthly expense when we aren't sufficiently up and running in current version?  

I can clear things out about sorting the Customer Contact List report and how to use a Gmail account when sending invoices, twocharacterslong.

QuickBooks lets you sort the Customer Contact List report in ascending or descending order depending on the data that you choose by the drop-down.

Here are sample screenshots on how I sort the report based on the Last Modified option. You can see the arrangement of the list.

About using a Gmail address, you need to set it up upon entering an invoice. And, it's available to all QuickBooks Online versions.

Let me show you how:

1. Create an invoice or open an existing one.
2. Once you fill out the necessary fields, select Save and send to open the preview window.
3. Above the customer’s email, select the From ▼ dropdown.
4. Select Add Gmail address, then Connect Google account.
5. Enter your Gmail address in the sign in window, then select Next.
6. If your computer remembers your Gmail, select the email you want to use.
7. Choose Allow and you're good to go.
8. Enter your Gmail password, then click  Next.
9. Select Allow to send invoices.
   
   

For answers to popular questions, check out the send invoices from your Gmail address FAQ.

I'm also adding this link to help you manage the system: Your First Time with QuickBooks Online 

Let me know if there are other things you need with QuickBooks Online. I'm always right here to help you.

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About using a Gmail address, you need to set it up upon entering an invoice. And, it's available to all QuickBooks Online versions.

Thank you, MaryLandT.  I have taken the exact steps you shared here, multiple times, and the option to "Select Add Gmail address, then Connect Google account" is just not there.  In the drop-down, the only option is system-generated notification.intuit.com address. 

Could it be that this function requires logging in as administrator?  I appreciate your help.

Thanks for getting back to us, @twocharacterslong.

I appreciate you for going through the steps provided by my colleague above. I'm here to share additional insights on how you can use your Gmail address in sending an invoice.

Yes, you got it correct, you'll need to log in as an admin user to be able to add a Gmail address. You'll want to contact the master admin of the account and make a request to change your user access. This way, you'll be able to add and use your Gmail address.

To change a user role in QuickBooks Online (QBO), you can share these steps with them:

1. Go to the Gear icon.
2. Select Manage users.
3. Find the user they need to edit, then select Edit link in the Action column.
4. In the Role drop-down menu, select the new role of the user.
5. Select the user settings, if applicable, then click Save.
6. Ask the user to sign out and sign in again into QBO to see the updates.

You can also provided them this link for more details: Add and manage users in QuickBooks Online.

Once done, you now be able to add your Gmail address. Moreover, I'm adding these resources for your reference. These can guide you to learn more about users roles and personalizing your invoice:

• User roles and access rights in QuickBooks Online
• Customize invoices, estimates, and sales receipts in QuickBooks Online

Know that I'm always around to back you whenever you need help sending your invoices. It's always my pleasure in keeping you on the right track. Keep safe!

@JasroV   Thank you very much!  

You're always welcome, @twocharacterslong.

Running your business seamlessly is our top priority. Moreover, in case you need to learn some tips in managing your receivables, you can always visit our Invoices and payments page for guidance. There, you can read some articles that can guide you in your future tasks.

If you need further help in managing your invoices or with your account, you're always welcome in the Community space. Our door is always open to assist you. Have a great day and take care!