QuickBooks Online Benefits
Renee Daggett • September 4, 2019
Have you looked recently at QBO?The answer, in a nutshell, is that everything is better in QBO!
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And then there was the monthly fee I could not wrap my head around.
But…have you looked recently at QBO? The answer, in a nutshell, is that everything is better in QBO! I am actually highly recommending it and doing my best to persuade some desktop users to migrate their file online!
These are the 15 Things I Love about QuickBooks Online:
1. Allows you to work from any type of device (PC, Mac, Smartphone, Tablet) at any time
2. Automatically downloads checking and credit card transactions
3. Automatically schedules and sends invoices
4. Cloud hosting included for free
5. Depending on your subscription, it allows up to 5 users to access the same file
6. Automatically updates, so you’re always working on the most current version of the program
7. Automatically back-up your file, so you’ll never lose data
8. Instantly provide your accountant with access to your file
9. Work efficiently with multiple screens open. You can bookmark specific pages in your browser to reduce the amount of clicks
10. Delete accounts you are no longer using, but see them again easily by clicking the “inactive” box
11. Faster, easier workflow. Menus are reduced so there is less navigating thru pull down tabs
12. If you have scrolled down a customer/vendor list and go to another page, it remembers where you were when you come back
13. You can upload copies of receipts and attach them to the transaction for paperless proof of deduction
14. Your banking page shows the matching transactions boldly with a green icon, which is less confusing
15. You can set up “rules” for common transactions to flow directly into you account.
3. Automatically schedules and sends invoices
4. Cloud hosting included for free
5. Depending on your subscription, it allows up to 5 users to access the same file
6. Automatically updates, so you’re always working on the most current version of the program
7. Automatically back-up your file, so you’ll never lose data
8. Instantly provide your accountant with access to your file
9. Work efficiently with multiple screens open. You can bookmark specific pages in your browser to reduce the amount of clicks
10. Delete accounts you are no longer using, but see them again easily by clicking the “inactive” box
11. Faster, easier workflow. Menus are reduced so there is less navigating thru pull down tabs
12. If you have scrolled down a customer/vendor list and go to another page, it remembers where you were when you come back
13. You can upload copies of receipts and attach them to the transaction for paperless proof of deduction
14. Your banking page shows the matching transactions boldly with a green icon, which is less confusing
15. You can set up “rules” for common transactions to flow directly into you account.
QBO Opportunity:
Do you need to set up your books to record your income and expenses? Consider using QBO. Have you ever thought of switching to QuickBooks Online? If so, we can help migrate your QB desktop file to the cloud.
Remember I mentioned above that I was grumpy about the monthly fee? Well, after using QBO for years with our clients, I have seen the efficiency far outweigh the cost. What I save in time, I now have no problem with the fee!
Currently Intuit charges $30 per month for a 6 month trial and increases the subscription to $60 per month after. Click on the following link, QuickBooks Online Price Plans
, to view the different options you can choose from. Contact us to find out more!
Does any of this pique your interest?
If so, shoot us an email at support@adminbooks.com or call us at 408-782-9640 if want to see if QBO is right for you!
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