Is QuickBooks Online Advanced a Worthwhile Investment for Your Business?

Is QuickBooks Online Advanced a Worthwhile Investment for Your Business?

In this episode, Hector and Alicia dive deep into the features and benefits of QuickBooks Online Advanced, exploring whether the additional cost is worth it for businesses. They compare and contrast QuickBooks Online Advanced with the standard QuickBooks Online Plus plan, highlighting key differences in user permissions, forecasting, batch editing, and more. The discussion also touches on the transition from QuickBooks Desktop to the online advanced version, providing insights for accountants and small business owners considering the move.

  • (00:00) - Welcome to the Unofficial Quickbooks Accountants Podcast
  • (03:35) - Price Comparison: QuickBooks Online Advanced vs. Plus
  • (05:50) - User Capacity: A Major Selling Point
  • (07:17) - Forecasting: Advanced Budgeting Features
  • (08:57) - Spreadsheet Sync: A Game-Changer for Budgeting
  • (20:28) - Alicia's Correction About this Feature
  • (22:49) - Batch Create Transactions
  • (26:33) - Custom User Permissions: A Work in Progress
  • (29:17) - Diving Into Report Customization and Limitations
  • (31:11) - Workflow Automation and Task Notifications: A Closer Look
  • (44:53) - QuickBooks Online Advanced Tech Support
  • (46:39) - A Few Additional Features Not Listed on

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Links/Apps Mentioned in this episode:

Creators and Guests

Alicia Katz Pollock, MAT
Alicia Katz Pollock, MAT
Alicia Katz Pollock, MAT is the CEO at Royalwise Solutions, Inc.. As a Top 50 Women in Accounting, Top 10 ProAdvisor, and member of the Intuit Trainer/Writer Network, Alicia is a popular speaker at QuickBooks Connect and Scaling New Heights. She has a Master of Arts in Teaching, with several QuickBooks books on Amazon. Her Royalwise OWLS (On-Demand Web-based Learning Solutions) at is a NASBA CPE-approved QBO and Apple training portal for accounting firms, bookkeepers, and business owners.
Hector Garcia, CPA
Hector Garcia, CPA
Hector Garcia,CPA is the Principal Accountant Quick Bookkeeping & Accounting LLC, a globally-serving Technology-Accounting firm based in Miami, FL (USA), specializing in QuickBooks Consulting, but also providing traditional accounting services such as: Bookkeeping, Payroll Processing, Tax Return Preparation, and General Business Advisory. He has over 10 years of experience working with small business finance and accounting, along with 3 Post-graduate degrees from Florida International University (FIU) in Accounting, Finance and Taxation.