QuickBooks Online Advanced Features

QuickBooks Online Advanced

Accounting & business management for small businesses

4.4/5 (594 reviews)

QuickBooks Online Advanced Feature Summary

  • 1099's creation
  • 128-bit SSL encryption
  • Access control
  • Accounting integration
  • Accounting management
  • Accounting reports
  • App integration
  • Auto synchronization
  • Automated billing
  • Automatic backups
  • Automatic reminders
  • Bill processing
  • Billable hours
  • Billable hours tracking
  • Billing & invoicing
  • Budgeting & forecasting
  • Cash flow management
  • Client management
  • Currency conversion
  • Customer invoices
  • Customizable billing
  • Customizable reports
  • Customizable templates
  • Data security
  • Drag & drop interface
  • Electronic payments
  • Estimating
  • Expense tracking
  • Import/export from Excel
  • Inventory coordination
  • Inventory management
  • Inventory tracking
  • Invoice management
  • Invoice processing
  • Local tax rate management
  • Mobile integration
  • Multi-currency
  • Multiple user accounts
  • Online banking
  • Payroll integration
  • Payroll management
  • Performance reports
  • Pipeline reports
  • Process management
  • Purchase order management
  • Real time analytics
  • Real time monitoring
  • Receipt management
  • Receipt scanning
  • Records management
  • Recurring billing
  • Reporting & statistics
  • Risk alerts
  • Sale tracking
  • Sales analytics
  • Tax management / filing
  • Vendor management
  • Video support

Competitor Feature Comparison

ACH Payment Processing
API
Access Control
Account Reconciliation
Accounting Integration
Accounting Management
Activity Dashboard
Ad hoc Analysis
Ad hoc Reporting
Analytics
Automated Billing
Automated Expense Input
Automatic Backup
Automatic Notifications
Balance Sheet
Billable Hours Tracking
Billing & Invoicing
Budgeting
Calendar Sync with Google
Cash Flow Management
Cash Management
Categorization
Client Management
Collaboration Tools
Contact Database
Contact History
Contact Management
Contract Management
Cost Estimating
Credit Card Processing
Currency Conversion
Custom Fields
Customizable Branding
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Import/Export
Data Synchronization
Deadline Management
Deduction Management
Document Templates
Drag & Drop Interface
Electronic Payments
Electronic Signature Capture
Estimating
Expense Claims
Expense Tracking
Financial Analysis
Financial Management
Forms Management
Goal Setting / Tracking
Inventory Management
Inventory Tracking
Invoice Management
Invoice Processing
Milestone Tracking
Mobile Integration
Multi-Currency
Multi-Language
Multiple User Accounts
Payroll Integration
Payroll Management
Performance Reports
Permission Management
Pipeline Reports
Profit / Loss Statement
Profitability Analysis
Purchase Order Management
Real Time Analytics
Real Time Monitoring
Real Time Notifications
Real Time Updates
Receipt Management
Records Management
Recurring Billing
Reminders
Reporting & Statistics
Revenue Management
Role Management
Role-Based Permissions
Rules-Based Workflow
SSL Security
Sales Analytics
Sales Tax Management
Sales Tracking
Status Reporting
Status Tracking
Template Management
Third Party Integration
Time & Expense Tracking
Timesheets
Transaction History
Transaction Monitoring
User Management
Vendor Management
Visual Analytics
Workflow Management
Visit WebsiteCompare App
ACH Payment Processing
API
Access Control
Account Reconciliation
Accounting Integration
Accounting Management
Activity Dashboard
Ad hoc Analysis
Ad hoc Reporting
Analytics
Automated Billing
Automated Expense Input
Automatic Backup
Automatic Notifications
Balance Sheet
Billable Hours Tracking
Billing & Invoicing
Budgeting
Calendar Sync with Google
Cash Flow Management
Cash Management
Categorization
Client Management
Collaboration Tools
Contact Database
Contact History
Contact Management
Contract Management
Cost Estimating
Credit Card Processing
Currency Conversion
Custom Fields
Customizable Branding
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Import/Export
Data Synchronization
Deadline Management
Deduction Management
Document Templates
Drag & Drop Interface
Electronic Payments
Electronic Signature Capture
Estimating
Expense Claims
Expense Tracking
Financial Analysis
Financial Management
Forms Management
Goal Setting / Tracking
Inventory Management
Inventory Tracking
Invoice Management
Invoice Processing
Milestone Tracking
Mobile Integration
Multi-Currency
Multi-Language
Multiple User Accounts
Payroll Integration
Payroll Management
Performance Reports
Permission Management
Pipeline Reports
Profit / Loss Statement
Profitability Analysis
Purchase Order Management
Real Time Analytics
Real Time Monitoring
Real Time Notifications
Real Time Updates
Receipt Management
Records Management
Recurring Billing
Reminders
Reporting & Statistics
Revenue Management
Role Management
Role-Based Permissions
Rules-Based Workflow
SSL Security
Sales Analytics
Sales Tax Management
Sales Tracking
Status Reporting
Status Tracking
Template Management
Third Party Integration
Time & Expense Tracking
Timesheets
Transaction History
Transaction Monitoring
User Management
Vendor Management
Visual Analytics
Workflow Management
Visit WebsiteCompare App
ACH Payment Processing
API
Access Control
Account Reconciliation
Accounting Integration
Accounting Management
Activity Dashboard
Ad hoc Analysis
Ad hoc Reporting
Analytics
Automated Billing
Automated Expense Input
Automatic Backup
Automatic Notifications
Balance Sheet
Billable Hours Tracking
Billing & Invoicing
Budgeting
Calendar Sync with Google
Cash Flow Management
Cash Management
Categorization
Client Management
Collaboration Tools
Contact Database
Contact History
Contact Management
Contract Management
Cost Estimating
Credit Card Processing
Currency Conversion
Custom Fields
Customizable Branding
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Import/Export
Data Synchronization
Deadline Management
Deduction Management
Document Templates
Drag & Drop Interface
Electronic Payments
Electronic Signature Capture
Estimating
Expense Claims
Expense Tracking
Financial Analysis
Financial Management
Forms Management
Goal Setting / Tracking
Inventory Management
Inventory Tracking
Invoice Management
Invoice Processing
Milestone Tracking
Mobile Integration
Multi-Currency
Multi-Language
Multiple User Accounts
Payroll Integration
Payroll Management
Performance Reports
Permission Management
Pipeline Reports
Profit / Loss Statement
Profitability Analysis
Purchase Order Management
Real Time Analytics
Real Time Monitoring
Real Time Notifications
Real Time Updates
Receipt Management
Records Management
Recurring Billing
Reminders
Reporting & Statistics
Revenue Management
Role Management
Role-Based Permissions
Rules-Based Workflow
SSL Security
Sales Analytics
Sales Tax Management
Sales Tracking
Status Reporting
Status Tracking
Template Management
Third Party Integration
Time & Expense Tracking
Timesheets
Transaction History
Transaction Monitoring
User Management
Vendor Management
Visual Analytics
Workflow Management
Visit WebsiteCompare App

QuickBooks Online Advanced Feature Reviews

25 reviewers had the following to say about QuickBooks Online Advanced's features:

Christopher Benton

Functional application for book keeping & accounting

2019-12-11

Looking forward to implementing some of the project management tools to monitor progress & help provide insight on maintaining profit margins.

Pros

Allows you to customize & place branding on invoicing & estimates, easy to produce aging reports & other useful information on financials (also customizable).

Cons

Application lacks sophistication in the importing & exporting of invoicing & other data.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
stacy zheng

Quickbook for retail

2019-12-11

Pros

- Easy to use and straight forward - Reports -Send email features -As many user as we want

Cons

-Bad inventory management -Not enough filter feature

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Shakita Stafford

QB Experiential Results

2019-12-11

Equipped our growing organization with the tools needed to manage the day to day challenges/ demands that arise.

Pros

Great shared access to financial data Options for running reports are easy App syncing is easier Cost effective Track income and expenses Invoice and accept payments Track time Manage bills Track inventory

Cons

Price increase Licensing fee is only good for one company file

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Tom Hildt

Love QuickBooks

2019-12-11

Have solid financial reports and management ability

Pros

Super easy to use, great reports, love it!

Cons

Wish there was progressive invoicing. Start with Sales order and not recognize the revenue until the sales order is turned into an invoice.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Brian Bohlman

Perfect for Non-Profits of Any Size

2017-04-20

The integration with our online donation tools is a wonderful feature that saves us a lot of time.

Pros

All of these features make it a great tool: Send and track custom invoices, Track income and expenses, Create and manage estimates, Sync bank accounts and apps, Manage and pay bills Instant sales and profit reports, Track inventory, Prepare and print 1099s.

Cons

We have not found anything that we don't like and the new versions always include new features.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10

Recommendations to others considering QuickBooks Online Advanced

Quickbooks Non-profit edition is an incredible value for a small investment!

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Education Management company, 51-200 employees)

Quickbooks is a basic accounting software that helps to keep the books up to date.

2018-02-01

I would recommend Quickbooks to small organizations that need a basic accounting software, small to mid volume of vendors/invoices.

Pros

Easy to use (General Ledger) Some flexibility downloading information to Excel (General Ledger) Price

Cons

Fixed Assets functionality is only available in Single-User mode Merchant activity is not applied automatically as promised if you have more than one GL account Reports are very rigid It does not have a report designer that gives the flexibility to download information Unable to upload activity from Excel without a 3rd party software It does not have account reconciliation system to keep track of balance sheet accounts

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No

Response from Intuit


This is something we can help you with. Please reach out to us at QBCares@Intuit.com so we can provide you with further support.

Thanks for your feedback!
Nathaniel, The QuickBooks Team

Read more
Randall Merritt

Great Online Accounting Software for Small to Medium sized Companies

2019-12-11

QuickBooks online advanced solves the problem of filing paper documents by allowing you to upload them to the platform for filing.

Pros

It is a very easy software to learn and use.

Cons

It lacks in controls for auditing purposes.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Greg Aanes

Verified Reviewer

Desktop- Pro

2017-09-20

and they make it so it fits the bill for a small business.

Pros

Can make any report needed to track product sales and stages of production.

Cons

Data synch to Desktop is considerably leass available and easy than to the online version.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10

Recommendations to others considering QuickBooks Online Advanced

See if you can start with Online, thats where its headed. I hate having a one seat version of QB but the network version is way overpriced for how much we need it.

Source: GetApp
Helpful?   Yes   No
Read more
Kellianne Mayer

Great small business software

2018-06-12

ease of use and most reporting.

Pros

Reporting is mostly good, easy entries solving the double entry accounting needed in a single entry; vendor set up is easy;customer invoicing is streamlined; bill paying is clear

Cons

This software will not perform detailed reports for donor tracking; cannot compare actual to budgeted costs at a single point in time for actuals, that is, cannot run a report to show actuals to date versus an annual budget which is the most frustrating thing about quickbooks, reporting has to be to a month or a year compared to the same period.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Real Estate company, 1-10 employees)

Quickbook for Real Estate Investors

2019-12-11

Pros

Very user friendly, mobile capable, tracking expenses and report generation

Cons

Non specific for real estate investors (fix and flip)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Robin Richardson

QuickBooks for Non-Profit (Church)

2016-12-07

From a client perspective, there are times that an audit of certain data (parameters) that drive how the system will ultimately function, would be of enormous benefit.

Pros

Everything except the reporting module.

Cons

The reporting module.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Nicole Conley

In The Books Daily

2019-12-11

We have been using QBO much of 2019 and do look forward to upgrades, updates, and continued learning opportunities to improve our usage of the product and find out how it can help our workflow every day!

Pros

I appreciate the ease of being able to do simply daily tasks like invoicing customers, receiving payments, and logging bills and expenses.

Cons

Often, there seems to be a glitch in reports or some finagling that needs to happen to organize reporting.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Amber Lund

Fantastic Product

2019-12-11

Using QBO Software has improved our ability to keep up with our books, and track our employee time.

Pros

I have used this feature multiple times, and the representatives are always very helpful, friendly and professional.

Cons

It would be helpful to have an Accounts Receivable Report that is more customizable than the currently offered options.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Gary Testa

Adequate for simple product businesses

2019-12-11

We run our business on it and have to work around all the limitations, it gets the job done, but we spend a lot of time having to use excel outside the product to get things completed.

Pros

It has the basic accounting features that you would expect for a small business, but lacks the detailed features necessary for a bundled product business (one where your product is composed of Bill of Materials and you need to track the details on the sub components - think of gift baskets with 10 items in it, and the basket has a single SKU.)

Cons

There is really limited inventory tracking - as long as you stock and sell individual wigets your are ok, but if you sell bundles you are screwed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Karl Felger

Overall Solid Product

2019-12-11

Our biggest hurdle is the lack of inventory tracking by location.

Pros

Remote, web-based access; unlimited chart of accounts, products/services, categories and locations.

Cons

Inventory tracking with multiple locations is non-existent.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Rob Zimprich

Good for small non profits or businesses

2020-03-18

It took me about two months as the CFO to realize this product was not going to work for what our current and long term needs were going to be. We went out and found a new system and implemented within 6 months.

Pros

Easy to use for a small business or organization that is not to concerned about in depth reporting or data analysis

Cons

Not powerful or customizable enough for our use and not able to track with the detail that we needed to make smart business decisions.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No
Read more
Neha Tewari

Verified Reviewer

Perfect for entry level professionals!

2018-06-19

Pros

It creates invoices and receive payments at one go.

Cons

It has very basic features which lacks advanced & necessary features like depreciation tables & footnotes below financial statements. Reports generated also lacks formatting options and unable to do detailed customization.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: GetApp
Helpful?   Yes   No
Read more
Amy Riggio

Non-profit ease of use

2020-05-08

The help search feature almost always has answers to solve my problem.

Pros

The desk top version is economical for our purposes. The reports are easy to produce for our board, and the file can be easily shared with our accountant.

Cons

I'm sure we could be using project management and budgeting features better but with so many separate projects going on at the same time with different start and end dates, I haven't been able to find a way to do this.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Philanthropy company, 11-50 employees)

Solid choice for simple accounting

2018-06-14

I would definitely use it unless you need high volume programs and can afford software that integrates other functions (like donor tracking, record keeping, etc)

Pros

IT is very easy to enter information, make adjustments and run reports. As a nonprofit, we are constantly generating that information for grants and donors - so it is very easy.

Cons

Managing donor data is easy to a point, if you have another donor database you might run into some difficulty trying to track contributions or donations.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No

Response from Intuit


I'm beyond pleased to see how easy QuickBooks has made managing your organization, and appreciate the review. With this said. I'd like to discuss which point the donor database gives you trouble. Because the system easily integrates with other programs, I'll find steps you can take to keep tracking simple. Could you send me an email directly at qbcares@intuit.com? I'll dig right in, and look forward to hearing from you.

Jess, The QuickBooks Team

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Robin Vandervelden

Makes booking simple.

2018-05-19

Makes fundraising easy to track and report for sure.

Pros

I assist a family member with a non profit organization from time to time and she uses this product and was the one who introduced me to it.

Cons

It makes doing business easy. I really like the self help section.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Religious Institutions company, myself only employees)

The industry leader in small business and church accounting

2018-12-04

We could save a backup on a shared folder and the secretary in the US could import that back-up into her QB.

Pros

Quickbooks offers powerful reporting options that are customizable.

Cons

It can be difficult to navigate and setup if your business is complicated.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
COO & CFO (Internet company, 51-200 employees)
Verified Reviewer

Gets the job done but could be less clunky

2018-04-05

Pros

It's performant, does user management, roles, and reporting well and provides a solid foundation for a small business.

Cons

It could be more intuitive and take 'less clicks' to get a job done - pre-made reports for example, common tasks, or less than three screen to change something in a journal entry..

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: GetApp
Helpful?   Yes   No
Read more
Zulkamal Zakaria

A Great Accounting Solution for A Small Business

2018-11-29

Pros

Report on CSV or Excel format can be imported to quickbooks and we could easily use the app even without an accounting background due to its simple and ease interface.

Cons

Moreover there is a limitation in listing number of products for inventory purposes.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
Bang Vo

Feel right at home

2019-12-11

Pros

It has helped me a lot in customer management and revenue management

Cons

We can store customer data and take care of them very easily.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Ryan Sedgwick

Great Software - Easy to Use

2019-12-11

More accurate invoicing and A/R records

Pros

It is painless and tracks revenue and outstanding A/R and offers extensive reporting features.

Cons

None - it's really a great product and easy to use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more