Benefits of Paperless Quickbooks

Here are the areas where Quickbooks online is better than Desktop (without any assistance from apps) and how we can help you:

Data Entry/Automation

  1. Automatically schedule and send transactions
  2. Delayed Charges–non-posting transactions that you can bill for or apply later
  3. Journal Entries can have multiple AR/AP lines
  4. Invoices tab—Better payment to invoice and deposited vs. un-deposited visibility
  5. Attach documents, images, signatures & more using mobile device
  6. Price Rules support date range
  7. Re-label your customers if you call them something else

Banking

  1. Bank Transactions download automatically each night. Flexibility to “Undo” in Banking Tool
  2. Custom Banking Rules can be split by $ or % and you can assign class/ location
  3. Rules can be auto-added to register

Job Tracking

  1. Project Center
  2. Never need to worry about “No Item” Issue on job-related reports
  3. Multiple budgets per fiscal year
  4. Unlimited time tracking and reports only users, also in Essentials
  5. 1099 Contractor self-setup

Reporting

  1. Audit Log to review all actions on account and track changes over time
  2. Track by Location in addition to Class and choose from multiple location labels
  3. Management Reports–presentation ready package of reports from cover page to end-notes
  4. Set up multiple budgets per fiscal year

Inventory

  1. First in First Out valuation method

Access and Productivity

  1. Multiple Users can work in same account at same time
  2. No file transfer or versioning
  3. Mobile App with expanded functionality to work on the go
  4. No Server, Backup, or Hosting Services required
  5. Compatible across multiple platforms and devices
  6. Access account from anywhere w/ internet connection

QuickBooks Online Accountant

  1. Single client list to access all of your clients’ books
  2. Toggle between clients w/ a single click
  3. Work—manage all firm projects and deadlines
  4. Team and client collaboration
  5. PTO integration
  6. Free ProAdvisor Program, Free payroll in Your Books file

Chase