QuickBooks Online For Dummies. David H. Ringstrom

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       Create, send, and track purchase orders.

       Track inventory using the first in, first out (FIFO) inventory valuation method. QuickBooks Online supports light inventory needs: If you sell finished goods you should be able to manage your needs. But if you need to assemble finished goods to sell, QuickBooks Online won’t meet your needs on its own. You can look for an add-on app to supplement your inventory needs; I talk about add-on apps at the end of this chapter.

       Categorize income and expenses by using class tracking.

       Track sales and profitability by business location. You can assign only one location to a transaction, but you can assign multiple classes to a transaction.

       Give employees and subcontractors limited access to the QuickBooks company to enter time worked.

       Track billable hours by customer. QuickBooks Online supports light job-costing needs, but it doesn’t allow you to cost labor automatically.

       Track projects.

       Create budgets to estimate future income and expenses. You can create multiple budgets per year, location, class, or customer.

       Have unlimited accounts, transactions, and classes.

       Connect with a dedicated customer success manager to handle support questions; support calls go to the front of the line instead of waiting in queue. Customer success managers also provide information on online training and QuickBooks products; Advanced subscribers are entitled to five free online training courses annually.

       Establish custom permissions for your users.

       Efficiently import hundreds of invoice transactions into QuickBooks by way of a comma-separated-values (CSV) file. You can create such a file in Microsoft Excel or Google Sheets.

       Edit or delete multiple invoices.

       Batch-reclassify and batch-create transactions, including invoices, bills, checks, and expenses.

       Enable workflows to trigger reminders for customers and team members.

       Use up to 48 custom fields.

       Visualize your data in the Performance Center with customizable chart widgets.

       Employ premium app integration with services such as Bill.com, HubSpot, Salesforce, LeanLaw, and DocuSign. (Third-party subscription fees apply.)

       Restore QuickBooks data to a particular date and time. You can also schedule automatic backups and reverse changes made to customers, vendors, and company settings.

       Take advantage of a license for enhanced reporting capabilities called Smart Reporting, powered by Fathom. Fathom requires that your chart of accounts have no more than 3,000 active or inactive accounts and no more than 60 classes. Smart Reporting is included at no cost in Advanced subscriptions, or you can add it to a lower level QuickBooks subscription for $44 per month as of this writing.