QuickBooks Advanced now available in the UK

QuickBooks have added QuickBooks Advanced to it’s online offering in the UK. We have looked on with envy at the functionality available in the US through the online QuickBooks Advanced version whilst her in the UK QuickBooks Online + was the online option with the best functionality. You now have the option to upgrade to QuickBooks Advanced which benefits from more Advanced features , at a cost!

Additional features with QuickBooks Advanced in the UK

QuickBooks Backups are here !

QuickBooks users particularly those migrating from QuickBooks Desktop have been asking about the option to backup and restore data since Online arrived a decade ago. They now have the option to back up , restore and even copy to a new QuickBooks Advanced file (subscription).

Limitations do exist ( particularly for those using the stock functionality) but this new functionality is likely to be a winner , providing the comfort , reassurance and security QuickBooks users demand.

keep you Quickbooks data safe

Increased user numbers and functionality in QuickBooks Advanced

That right . Up to 25 users and the ability to create users specific roles in QuickBooks will open QuickBooks up to a new audience whilst providing the internal controls demanded of financial software

QuickBooks Advanced Bespoke Reporting

A big step forward . Reporting has always been a strength of QuickBooks. The flexibility and drilling down options set the standard in the small business accounting market. QuickBooks Advanced takes this further with the ability to create bespoke reportable fields , add endless column to reports and export volume data reports you create to excel for analysis ( pivot tables her we come!)

Create process maps to suit your business

You will find some excellent examples of processes that can be automated in the new workflows centre. For business that manage there financial data day to day it’s now possible to trigger actions . The built in workflow templates include

Set bank deposit reminder

Set reminders for recording bank deposits on time.

Sent open estimate reminder

Get reminders for estimates that are yet to be invoiced.

Set up invoice approval

Send invoices to the approvers you choose.

Get unsent invoice reminder

Get reminders to send unsent invoices to customers on time.

Send payment reminder

Send reminders to customers to get paid on time.

Set up bill approval

Send bills to the approvers you choose.

Send estimate reminder

Get reminders for sending estimates to customers on time.

Get open purchase order reminder

Get reminders for purchase orders that are yet to be converted to bills.

Get unsent purchase order reminder

Get reminders for purchase orders that are yet to be sent.

Set up purchase order approval

Send purchase orders to the approvers you choose.

Sent estimate follow up reminder

Send estimate follow-up reminders to customers on time.

Send recurring statement to customer

We will send statements to customers at a frequency you choose.

But it’s time to get creative and create your own automations in QuickBooks

Training for QuickBooks Advanced

Here at Katara we provide training and problem solving in all QuickBooks versions including QuickBooks Desktop , until it’s discontinued in June 2023 and the latest addition to the online range , QuickBooks Advanced.

Call us today to book you QuickBooks training day / session.