(QBO Adv)
If you like spreadsheets and don't like changing your workflows, this might be the feature for you.
What is "Spreadsheet Sync"?
A customer who wants to buy Simple Start is going to come up short on these if they want to get a second assistant in on the business.
What are "User Accounts"?
Just in case we got the Elite-only Expert Setup wrong, we'll pay out up to this amount of money a year as a penalty protection.
What is "$25,000"?
(It's a lot of money)
Need a helping hand? We got you! Access to this team can be purchased as an add-on to any QBO account for any customer.
What is "Intuit Express Assisted?"
Is your client tired of paying money... just to be able to pay money? Maybe they could use this instead.
What is "Bill Pay"?
With QBO Advanced, you can stop trying the predict the future and compare these against your estimates
Unlike it's "Simple" Receivable cohort, this type of tracking is only available at the Essentials tier and higher.
What is "Accounts Payable"?
You may need to choose between bereavement leave and holiday pay if you only have Workforce Payroll, which is restricted to just three of these.
What are "Pay Classes"?
If the money moves from you to your people, we call it one thing. If it's a service for taking money in, we call it this.
What are "Payments"?
Knowing how long it takes to enter hours could be the key to finding a step up to this tier (at a minimum).
A great feature for a selling point to use in a conversation with a customer that's a little too attached to the Ctrl+Z.
What is "Backup and Restore"?
If you're selling the stuff, it's called inventory. If you own it, it's an asset. Either way, you'll need a minimum of this tier to track it.
What is "Plus"?
If you're moving paychecks across state lines, this is the minimum tier you'll need to get it done digitally.
What is "Workforce Premium"?
Our town is plenty big enough for these three different Elites.
What are "Workforce, Time, and Bill Pay"?
If they aren't an LLC, they might need a payroll system because they're one of these instead.
What is "S-CORP"?
Have it your way with your Advanced account! Not only can you make custom fields, you can also make customs of these for your employees.
What are "Roles"?
Fund accounting is a common practice of nonprofit organizations that requires QBO online Plus for access to this feature.
What is "Class Tracking"?
Have a mobile workforce and a time theft problem? This clock-in feature is an investment in peace of mind.
What is "Geofencing"?
We can do it for you or we can do it with you with our support services, but you'll need one of these subscriptions to get support for the numbers included on W2s and 1099s.
What is "Workforce (WFS)"?
formerly known as Payroll
Asking your customer how many locations they have can help you highlight the need for this specific feature of this specific tier, at a minimum. (Two-part answer)
What is "Class/Location Tracking & Plus"?
Simple Start, Essentials, and Plus all have hardcoded limits for these two different values - Advanced does not.
What are "Accounts and Classes"?
For all the differences, there are two different values that change no matter which QBO you have: Every tier allows exactly one of the first, and exactly two of the second.
What are "Company Files and Accountant Logins"?
A client in New York City or San Francisco would be ill-advised to purchase Workforce Payroll as it's missing the tool to handle this.
What are "Local Payroll Taxes"?
We have all kinds of support for sale, but these two different special support resources don't cost anything. They ONLY come free with the sale of an Advanced plan.
What is "Priority Support and Implementation Consultants"?
If your customer is payng their CPA extra just to figure out how much value they're losing every year, a QBO Advanced subscription can stop the doubling down with this feature.
What is "Fixed Asset Tracking"?