Join us in this session where we’ll explore the functionality of QuickBooks Online Advanced, a solution designed to accelerate the success of growing mid-size businesses through powerful accounting, custom workflows, and advanced reporting. For clients who are outgrowing the capabilities of their current accounting solution, Advanced may be the right fit to drive added efficiency as they continue to scale. During this session, you’ll connect with Atiba Lewis who’s a Senior Professional Services Consultant with our Professional Services team, and have the opportunity to ask questions.
Key Takeaways:
- Enhanced custom fields that enable your client to capture industry-specific data points
- Key accounting task and workflow automation that will free up your client’s time for more impactful work
- Creating workflows based on different source transactions and how to run multiple workflows simultaneously
- Custom Report Builder and how it can provide your clients with deeper insights
- Features that enable app consolidation and how that can save you time and money