QuickBooks Desktop Users Why Haven’t You Done This?

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Wealth Talk 🎙️
4 min readDec 10, 2023

Switched to QuickBooks Online

Step into the world of QuickBooks Online — think of it as leveling up your financial game! When you switch to QuickBooks Online, it’s like unlocking a bunch of cool features that QuickBooks Desktop doesn’t have. And guess what? The fun doesn’t end there. Depending on your subscription, you get a personalized experience. Let’s check out some of the awesome things QuickBooks Online brings to the table:

  • Access to data easily across multiple platforms, PC or Mac, browser or tablet
  • Mobile access included with all QuickBooks Online subscriptions at no additional cost
  • No need to transfer data files since everyone logs in to the same account to access the same data
  • All the data is hosted, backed up and secured by Intuit’s servers
  • Automatically create invoices and send them to clients, including delayed customer charges for unbilled time and costs
  • Post to multiple accounts receivable and accounts payable lines in a single journal entry
  • Track inventory using the first in, first out (FIFO) method in QuickBooks Online Plus or Advanced (the only QuickBooks Desktop edition that offers FIFO inventory costing is QuickBooks Desktop Enterprise with Advanced Inventory)
  • Track logins, third-party activity and list changes in the Audit Log
  • Reports can be emailed to anyone at a scheduled frequency, even if they do not have access to this QuickBooks Online company file
  • Further organize data with both class and location tracking; labels can be selected for locations (such as property, store, territory, etc.)
  • Bank transactions are automatically downloaded nightly
  • Invite unlimited “reports only” and “time tracking only” users
  • Sync third-party apps to QuickBooks Online without opening the QuickBooks Online company, since the apps sync to Intuit’s always-accessible server; no downloading and managing third-party sync engines
  • QuickBooks Online developers are always releasing new functionality to QuickBooks Online (no need to install new versions of QuickBooks Online as you always get the latest and the greatest with new features users are requesting)

Quickbooks Online Features

For various businesses, QuickBooks Online proves to be a fantastic solution. It’s essential for each company to evaluate its specific needs when seeking a suitable financial accounting solution. Check out the QuickBooks Online subscription matrix here: https://quickbooks.intuit.com/pricing/. If your business evolves, remember that you have the flexibility to upgrade your QuickBooks Online subscription whenever necessary.

QuickBooks Online Simple Start

  • QuickBooks Online account
  • Automatic data backup
  • Bank-level security and encryption
  • One full-access user
  • Invite up to two accountant users, no additional charge
  • Unlimited invoices and estimates
  • Charge sales tax to customers
  • Snap photos of receipts so you’re ready for tax time
  • Up to 250 accounts on the Chart of Accounts
  • Mileage tracking
  • Print checks and record transactions
  • Download bank and credit card transactions
  • Import from QuickBooks Desktop
  • Import/export lists from Microsoft Excel (customers, vendors, Chart of Accounts)
  • Add payroll to pay W-2 employees and file payroll taxes
  • Prepare and print 1099-Misc
  • Integrate with available applications
  • 20+ built-in reports
  • Cash flow
  • Tagging

QuickBooks Online Essentials

With QuickBooks Online Essentials you have access to all the Simple Start features as well as:

  • Access for three users with permission controls
  • Manage and pay bills, including schedule payments for later
  • Automatic invoice creation on recurring schedule
  • Track billable hours by customer
  • Unlimited time tracking-only users
  • Compare sales profitability with industry trends
  • Delayed charges and credits
  • Multi currency
  • 40+ built-in reports

QuickBooks Online Plus

With QuickBooks Online Plus you have access to all the Essentials features as well as:

  • Access for five users with permission controls
  • Unlimited reports-only users
  • Track billable hours by customer
  • Purchase orders
  • Class and location tracking: up to 40 total classes and locations
  • Track project profitability
  • Track inventory using the FIFO method
  • Budgets
  • Two-sided items for profitability tracking
  • Estimates
  • 65+ built-in reports

QuickBooks Online Advanced

With QuickBooks Online Advanced, you have access to all the Plus features as well as:

  • Access for 25 users with advanced permission controls
  • Import or send hundreds of invoices at once
  • Get help from a dedicated Customer Success Manager
  • Access to Smart Reporting powered by Fathom
  • Unlimited class and location tracking
  • Data backup and restore
  • Enhanced custom fields
  • Prioritized technical support calls
  • On-demand training
  • Invite up to three accountant users, no additional charge
  • Unlimited accounts on the chart of accounts
  • Workflow automation
  • More available tags

Stop waiting, the time to make the switch is now. Go to https://quickbooks.intuit.com/

If you need assistance feel free to book a free consultation with Quaesha Scott, a Quickbooks Certified ProAdvisor at -

https://book.heygoldie.com/quickbookscertifiedproadvisorquaeshascott

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