6 New Features in QuickBooks Online Advanced

by James Antonio

Since its launch in 2018, QuickBooks Online Advanced has received upgrades to pack it with powerful accounting, organizing, and integration tools. Advanced is particularly geared towards professional accountants who need to manage companies for multiple clients at once. With smart reporting, priority circle membership, enhanced custom fields, and accountant toolbox, users have been able to provide the best possible service.

List of QuickBooks Online Advanced New Features

The following power packed features have been introduced to QuickBooks Online Advanced:

Google Sheet Integration

Do you rely on Google sheets to better analyze your data and create custom reports? If yes, then you can now transfer reports automatically to Google sheets. With Google Sheet integration, you can connect your google account with QuickBooks and export reports directly. Further, the format of the report is retained when the data is exported.

Batch Transactions

To better manage checks and expenses, Intuit has introduced batch transactions in QuickBooks online advanced. Your clients will have the option to enter all tier transactions including checks and expenses in a batch. Further, batch actions can be used for editing or deleting a group of bills, checks, and expenses. The feature can be accessed through the batch transactions panel and is still evolving to provide better productivity to users.

Cash Flow

What’s driving the money into the business and what’s draining it out? This is the most important aspect of recording accounting data. In QuickBooks Online Advanced, users have the option to view the cash flow of any client immediately. Further, a detailed report for the same can be created for a more drilled down analysis. By comparing cash flows for different categories and periods, you can gather valuable insights.

Workflows

Automated workflows are a whole different productivity tool that enable users to automate a lot of the manual work. When you automate workflows, it enables you to scale them according to the amount of work and forms. So instead of manually entering data, your clients and team members will be able to focus on the work that really matters. Here are few of the advanced workflows available to users:

  • Bill Reminder: Reminds users about any due bills.
  • Past Due Reminders: Whenever an invoice is overdue, an invoice is sent to the customer automatically.
  • Bank Deposit Reminder: If you forget to create bank deposits, then set up this reminder. It will remind you to create bank deposits.
  • Send Invoice Reminder: Reminds users to send an invoice.
  • Customer Notification: A reminder for users to send a notification to customers whose payment has been received.
  • Stamp Overdue Invoice: Whenever an invoice is overdue, the memo is stamped automatically.
  • Send Unsent Invoices: Automatically sends any invoice after it’s drafted to the customer.

Custom Roles

Setting custom user roles is an easy way to protect client’s data. These roles are mainly used to boost security and delegate responsibility. You can get as granular as you want when setting new user roles. This way, you can even manage your team better by simply assigning specific tasks to particular users. Further, the assigned tasks can be tracked. Here are few of the areas for which the tasks can be assigned to users: sales reports, expense reports, estimates, invoices, sales and expense transactions.

Revenue Streams

On the dashboard, users can find a pre-built revenue streams report, which details the top streams through which your client is making money. On the basis of this report, you can identify trends and gain valuable insights to make informed business decisions. However, only admin users can view this report through the dashboard.

There are many useful features in QuickBooks Online Advanced any many more will be added soon. For accountants, Intuit has added the accountant toolbox which contains some of the most useful features.


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Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

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Pricing

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Importer, Exporter & Deleter

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$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

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$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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